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PVH Corp
NYSE:PVH

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PVH Corp
NYSE:PVH
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Price: 94.17 USD 5.25% Market Closed
Market Cap: $4.3B

PVH Corp
Investor Relations

In the bustling world of global fashion, PVH Corp. stands as a testament to the power of strategic brand management and innovation. Founded in 1881, PVH has grown into a titan within the apparel industry, leveraging its rich heritage to cultivate a portfolio that includes iconic brands such as Calvin Klein and Tommy Hilfiger. This New York-based company competes in a highly dynamic market, adeptly navigating changes in consumer preferences and retail landscapes. With a finger on the pulse of style and sustainability, PVH focuses on designing, marketing, and retailing apparel, applying its expertise to ensure that it captures the imagination of fashion-forward consumers while staying true to its core design ethos. By effectively integrating creative brand storytelling with data-driven market insights, PVH ensures its brands resonate across diverse global markets.

The financial backbone of PVH Corp. is built on a comprehensive multi-channel strategy that combines wholesale, retail, and e-commerce platforms. This diversified approach allows it to flourish in an ever-evolving market, optimizing flexibility and reach. Retail stores and online outlets serve as the primary conduits for direct-to-consumer sales, while wholesale operations ensure that PVH's products find their place in renowned department stores such as Macy's and Nordstrom, as well as specialty outlets worldwide. As part of its growth strategy, the company invests significantly in digital transformation to enhance customer engagement and streamline operations. This investment in technology, paired with a sharp focus on sustainability and corporate responsibility, not only heightens brand value but also positions PVH Corp. as a forward-thinking leader committed to shaping the future of fashion with integrity and innovation.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Apr 1, 2026
AI Summary
Q4 2026

Beat and raised: PVH said fourth-quarter revenue, operating profit and EPS all came in above guidance, and the company expects fiscal 2026 revenue to be slightly higher and EPS to rise to $11.80 to $12.10.

Tariff pressure: Management said tariffs will remain a major headwind in 2026, with about $195 million of gross tariff cost expected and roughly a 215 basis point impact on gross margin, but mitigation actions should offset about 60% of the hit.

Brand momentum: Calvin Klein and Tommy Hilfiger both showed improved consumer engagement, helped by new product launches, cultural partnerships and higher full-price sell-through.

Momentum into 2026: The company said it entered the year with positive spring sell-through trends across both brands and all three regions, even though wholesalers remain cautious and the consumer backdrop is uneven.

Capital returns: PVH returned more than $560 million to shareholders in 2025 and plans at least $300 million in share repurchases in 2026.

Key Financials
Revenue
6% reported growth, flat in constant currency
Operating margin
10%
EPS
$3.82
Full-year revenue
3% reported growth, up slightly in constant currency
Full-year operating margin
8.8%
Full-year EPS
$11.40
Gross margin
57.6% in Q4; 57.5% for full year
Tariff impact
170 basis points in Q4; 80 basis points for full year
Free cash flow
Over $500 million
Share repurchases
Over $560 million; nearly 8 million shares repurchased
Inventory
Up 5% year over year, or up 1% adjusted for tariffs
Cost savings
Over 200 basis points of annualized cost savings; over 300 basis points of total cost savings
First-quarter revenue
Up slightly reported; down low single digits in constant currency
First-quarter operating margin
6% to 6.5%
First-quarter EPS
$1.65 to $1.80
Earnings Call Recording
Other Earnings Calls

Management

Mr. Stefan Larsson
CEO & Director
No Bio Available
Mr. Zachary James Coughlin
Executive VP & CFO
No Bio Available
Ms. Eva Serrano
Global Brand President of Calvin Klein
No Bio Available
Ms. Ester Jimenez
Chief Technology & Information Officer
No Bio Available
Ms. Sheryl Freeman
Vice President of Investor Relations
No Bio Available
Mr. Mark D. Fischer J.D.
General Counsel & Secretary
No Bio Available
Ms. Amber McCann
Executive VP & Chief Communications Officer
No Bio Available
Ms. Amba Subrahmanyam
Executive VP & Chief People Officer
No Bio Available
Ms. Ellen Constantinides
Chief Operating Officer of Global Supply Chain
No Bio Available
Mr. Alexander Tom Chu
Regional President of PVH Asia Pacific
No Bio Available

Contacts

Address
NEW YORK
New York City
285 Madison Avenue
Contacts
+12123813500.0
www.pvh.com
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