PVH Stock Recent News

The ostensible reason why the market rallied on Monday was the news from Friday night that the Trump administration was exempting items such as laptops and smart phones from its latest round of "reciprocal" tariffs on China. We decided to fade that rally for a few tariff-related reasons:

PVH Corp. benefits from expansion efforts and the strong execution of the PVH+ Plan.

PVH (PVH) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Citi analyst Paul Lejuez lowered the firm's price target on PVH Corp. to $68 from $83 and keeps a Neutral rating on the shares. Under the new tariff plan as currently outlined, apparel companies "will be hard hit," the analyst tells investors in a research note. The firm says that with most product sourced in Asia, product costs will increase significantly. Citi does not believe the companies have enough pricing power to offset these higher costs. And for those that try to raise prices to offset cost increases, this will result in weaker demand, contends the firm. Citi lowered estimates and targets across the sector.

PVH Corp., the owner of brands like Tommy Hilfiger and Calvin Klein, saw a sharp jump in stock price following its annual results recently. While the company's revenues and operating margin were as expected, the non-GAAP EPS surprised on the upside. The outlook for 2025 indicates further improvements during this year. In an ideal scenario, better expected performance and attractive market multiples would make a buy case for the stock.

PVH Corp. NYSE: PVH stock, owner of iconic brands Tommy Hilfiger and Calvin Klein, reached a bottom in March, and now the rebound is on. While headwinds remain for this apparel stock, the company's PVH+ strategy is working.

PVH Corp.'s better-than-expected Q4 results and raised FY25 outlook reinforce its momentum, signaling sustained growth and market leadership.

PVH (PVH 17.99%) stock posted big gains in Tuesday's trading following the release of the company's fiscal fourth-quarter earnings report. The clothing company's share price closed out the day's trading up 18%.

S&P 500 rebounds as PVH, Tesla rally and traders await tariff clarity; healthcare and financials lag on economic weakness.

PVH Corp. (NYSE:PVH ) Q4 2024 Earnings Conference Call April 1, 2025 9:00 AM ET Company Participants Sheryl Freeman - SVP, IR Stefan Larsson - CEO Zac Coughlin - CFO Conference Call Participants Jay Sole - UBS Michael Binetti - Evercore ISI Dana Telsey - Telsey Group Brooke Roach - Goldman Sachs Matthew Boss - JPMorgan Krista Zuber - TD Cowen Operator Good morning, everyone, and welcome to today's PVH Fourth Quarter and Full Year 2024 Earnings Conference Call. [Operator Instructions] Please note this call may be recorded and that I will be standing by, should you need any assistance.