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PVPVH

PVH Corp.

$PVH·$3.6B·Apparel - Manufacturers·Consumer Cyclical
$78.15-2.1%YTD+15.4%1Y+9.0%
Mentions · last 7 days
2026-07-11: 32 posts2026-07-12: 56 posts2026-07-13: 72 posts2026-07-14: 25 posts2026-07-15: 14 posts2026-07-16: 6 posts2026-07-17: 2 posts217-22%
Price updated 2d ago·X counts updated 2d ago
PVPVH
$PVHPVH Corp.
$78.15-2.10%217 posts-22%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PVH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

PVH (Calvin Klein, Tommy Hilfiger) at 22x with 15% FCF yield — new CFO into a mid-cycle brand recovery.

PVH Corp is the branded apparel franchise (Calvin Klein, Tommy Hilfiger, Heritage Brands) whose thesis has been about defending margin through the DTC-vs-wholesale mix plus continued European growth. No X sentiment sample exists for this bundle.

  • The mechanics justify a value case cleanly — trailing P/E of about 22.6, price-to-sales below 0.4, operating margin near 6.9%, gross margin above 57%, ROIC of 1.7%, free-cash-flow yield above 15.4% (a genuinely rare number for apparel), and debt-to-equity of 0.86; the FCF yield is the specific anchor for the value-plus-recovery case.
  • The tape has done real work — up about 15.4% year-to-date and 9% over twelve months at a $3.6B market cap; that captures the recent rally on top of a longer-term reset, and the news column's 'Up 19% in 6 months' framing is the specific momentum designation.
  • The specific personnel change is dated — PVH appointed Alexis Rollier as Chief Financial Officer; that is a real executive-level move that would touch capital allocation and forward-guidance framing.
  • The specific value-and-geopolitical framing captures the setup — 'PVH may be an attractive hold if geopolitical tensions ease' plus 'Top Value Stock for the Long-Term' designations from the news column confirm the value-buyer attention.
  • The specific tape framing includes a rebound-from-3.8%-decline post-earnings; that shape is exactly how a beaten-down apparel name works when the sell-side revises higher.

This coils until the next quarterly print shows continued Calvin Klein and Tommy Hilfiger revenue growth plus a firm DTC-mix update — a beat with reaffirmed FY guide restarts the trend; a specific wholesale-channel disclosure or a China-mix surprise is the plausible interruption.

What to watch: Next quarterly print for continued Calvin Klein and Tommy Hilfiger revenue growth plus firm DTC-mix update. A specific wholesale-channel disclosure or China-mix surprise is the plausible interruption.

no x sentimentnew cfo appointmenthigh fcf yield apparelchina mix watch

Read the AI verdict + X sentiment for $PVH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global apparel company owning Calvin Klein and Tommy Hilfiger brands across 40+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Manufacturers sits in its cycle right now — and what that implies for $PVH.

Apparel - Manufacturers · Consumer Cyclical

No material change from last week — Ralph Lauren's China demand recovery and disciplined pricing power drive analyst upgrades while PVH's Calvin Klein and Tommy Hilfiger navigate a mixed global..

What this means for $PVH

Partial — Global apparel company owning Calvin Klein and Tommy Hilfiger brands across 40+ countries; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

5-name peer basket
+22.7%YTD
+95.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 3, 2026$2.01$1.82+10.4%
Q4 2025Mar 31, 2026$3.82$3.30+15.8%
Q3 2025Dec 3, 2025$2.83$2.54+11.4%
Q2 2025Aug 26, 2025$2.52$1.97+27.9%
Next earningsTue, Aug 25·consensus EPS $3.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.0B+2.1%58.6%5.9%$1.92—
Q4 FY25$2.5B+5.6%58.5%9.0%$-3.34$539.7M
Q3 FY25$2.3B+1.7%56.0%7.1%$0.09$-85.1M
Q2 FY25$2.2B+4.5%57.0%5.2%$4.66$181.9M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.9B$8.9B – $8.9B$10.91$10.87 – $10.997
FY27$8.9B$8.9B – $8.9B$12.03$11.97 – $12.109
FY28$9.1B$9.0B – $9.1B$12.47$10.54 – $13.509
FY29$9.3B$9.3B – $9.3B$14.33$14.13 – $14.564
FY30$9.5B$9.4B – $9.6B$16.45$16.22 – $16.712

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.45%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 45.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 17Mark D FischerEVP, General Counsel & Sec.4.7K sh$445KSellApr 16Mark D FischerEVP, General Counsel & Sec.2.2K sh$198K
+ 38 other (20 awards · 18 inkinds) in window

See when $PVH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 148-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

PVH Corp (PVH) announced an executive appointment on July 14, 2026, naming a new executive (surname Rollier) under an employment agreement. Rollier is a 14-year Sephora veteran who previously served as CFO and COO of the Americas and CFO of Europe and the Middle East. The appointment falls under Items 5.02 (director/officer appointment) and 8.01 (other events). Details of compensation and specific title were included in the full filing.

8-KAgreement terminatedJun 298-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

PVH Corp. entered a new Credit Agreement with Bank of America on June 24, 2026 consisting of at minimum a EUR 400M Euro Term Loan A facility, while terminating the prior credit agreement. New credit facility accessing European capital markets; full terms are cut off in the excerpt.

8-KOfficer or director changeJun 248-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

PVH Corp.'s 2026 Annual Meeting on June 18, 2026 approved amendments to its Stock Incentive Plan, adding 1,068,000 shares to the available pool and raising the full-value award counting ratio from 1.6x to 1.72x per RSU/PSU granted on or after June 18, 2026 (plan terminates April 29, 2030). The filing also covers Items 5.02 and 5.07, indicating officer/director change disclosures at the annual meeting. Moderately dilutive — share pool expansion and tightened award-counting methodology.

8-KCharter amendmentMar 208-K — Item 5.03: Charter amendment
3/ANew insider — initial holdingsMar 33/A
+ 18 other (5 13Gs · 2 11-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PVH Corp. Appoints Alexis Rollier as Chief Financial Officerbusinesswire.com·5d agoPVH Stock Gains Above 19% in 6 Months: What's Behind the Rally?zacks.com·9d agoWhy PVH (PVH) is a Top Value Stock for the Long-Termzacks.com·11d agoIf You Expect The Geopolitical Tensions To Ease, PVH May Be An Attractive Hold For Youseekingalpha.com·13d agoPVH (PVH) Down 3.8% Since Last Earnings Report: Can It Rebound?zacks.com·16d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $PVH on X in the last 7 days.

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