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PVPVH

PVH Corp.

$PVH·$4.0B·Apparel - Manufacturers·Consumer Cyclical
$72.46+0.2%YTD+31.1%1Y-15.1%
Mentions · last 7 days
2026-08-27: 1 posts2026-08-28: 13 posts2026-08-29: 18 posts2026-08-30: 16 posts2026-08-31: 13 posts2026-09-01: 9 posts2026-09-02: 20 posts91
Price updated 2h ago·X counts updated 1d ago
PVPVH
$PVHPVH Corp.
$72.46+0.24%91 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersEvent coming upAI verdict · as of 2026-08-21

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The Tommy Hilfiger and Calvin Klein parent into a Sep 2 print — cheap multiple, beat cadence intact, tape has already re-rated.

PVH Corp owns the Tommy Hilfiger and Calvin Klein brands globally, plus Heritage licensing — a specialty-apparel operator with genuine premium-brand equity but exposure to the entire discretionary-apparel demand cycle.

  • Q1 revenue grew 2.1% year-on-year to $2.03B and EPS came in at $2.01 vs $1.82 consensus (10% beat) — the fourth straight beat with average +11%, so guidance is set slightly conservatively and operating execution is delivering.
  • Trades at ~23x trailing earnings but forward fiscal 2027 EPS $12.03 works out to ~6x — a genuinely cheap multiple that reflects both the apparel-cycle discount and the perpetual PVH conglomerate discount.
  • Stock is +31% year-to-date but essentially flat over 12 months, sitting at the 40th percentile of the 52-week range — the tape has been recovering off 2025 lows without extending, which is the specific setup where an earnings beat matters.
  • The Jul 14 executive appointment of a Sephora veteran (Rollier) as EVP signals PVH is bringing in specialty-retail experience — a real signal on management direction even if the specific role wasn't fully disclosed in the excerpt.

The Sep 2 fiscal Q2 print is the immediate arbiter — consensus is $3.08 EPS. A fifth straight beat with specific commentary on Tommy Hilfiger and Calvin Klein comp-sales acceleration is what re-rates the multiple; a mere in-line print gives less. What invalidates the setup is a specific holiday-guide cut or a tariff-related margin compression on Asian sourcing.

What to watch: Sep 2 fiscal Q2 earnings — consensus $3.08 EPS. Tommy Hilfiger and Calvin Klein comp-sales trajectory and holiday-quarter guidance are the two data points that decide direction.

On the calendar: 2026-09-02 — Fiscal Q2 earnings

Read the AI verdict + X sentiment for $PVH

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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

Consumer discretionary softness and inventory normalization are the near-term headwinds; athleisure demand trends favor performance-focused brands over fashion-driven ones. China sourcing exposure — and tariff pass-through — is the cost-structure risk for the category.

What this means for $PVH

Partial — consumer discretionary / retail performance tracks consumer spending trends; PVH Corp.

Industry benchmark

5-name peer basket
+22.7%YTD
+63.4%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
Q2 2026Sep 2, 2026$3.70$3.08+20.1%
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%
Next earningsWed, Dec 2·consensus EPS $2.99

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$9.0B$9.0B – $9.1B$12.46$10.53 – $13.509
FY29$9.3B$8.9B – $9.8B$14.33$14.02 – $14.714
FY30$9.5B$9.3B – $9.7B$16.45$16.09 – $16.892

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.1.7×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.31%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.-9.0%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.-5.7%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 today3.3% 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
+ 17 other (4 13Gs · 2 routine 8-Ks · 2 11-Ks · 2 earnings 8-Ks) in window

Recent news

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

PVH (PVH) Q2 Earnings: How Key Metrics Compare to Wall Street Estimateszacks.com·1d agoPVH (PVH) Beats Q2 Earnings Estimateszacks.com·1d agoPVH Second-Quarter Revenue Falls on Pressure From Iran Warwsj.com·1d agoPVH Corp. Reports 2026 Second Quarter Results and Reaffirms Full Year Outlookbusinesswire.com·1d agoCalvin Klein Launches Fall 2026 “Feel the Fit” Denim Campaign Starring Sadie Sinkbusinesswire.com·3d ago

In themes

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