PVH Stock Recent News

The U.S. stock market may be at a fresh all-time high, with the S&P 500 closing in on 6,300, but, as they say, the stock market is a market of stocks.

PVH (PVH) reported earnings 30 days ago. What's next for the stock?

Ralph Lauren outpaces PVH with stronger execution, premium brand focus, and a solid growth outlook heading into 2026.

Downgrade PVH to hold as weak macro conditions, deteriorating demand and execution missteps undermine near-term growth and margin recovery prospects. 1Q25 results showed disappointing DTC sales, gross margin contraction, and operational issues at Calvin Klein, raising red flags about management execution. Inventory surged 19% y/y, reflecting poor demand and increasing risks of further markdowns and margin pressure in a highly promotional environment.

PVH Corp.'s Q1 results show margin pressure from tariffs and promotions, but the main challenge is execution and maintaining brand relevance amid macro headwinds. China remains a significant risk, contributing disproportionately to profits; any disruption could materially impact PVH's bottom line. Cost controls and SG&A cuts are a positive, but declining brand interest and risky share repurchases raise concerns about long-term strategy.

Operating iconic fashion brands like Tommy Hilfiger and Calvin Klein, PVH stock has dropped nearly 20% after lowering its full-year guidance despite exceeding Q1 expectations.

Calvin Klein and Tommy Hilfiger parent PVH Corp. PVH shares are trading lower after the company cut its FY25 guidance below estimates and issued second-quarter adjusted EPS guidance below estimates.

Shares of PVH (PVH -17.40%), the diversified apparel company and parent of brands like Calvin Klein and Tommy Hilfiger, were falling today after it reported solid results in its first-quarter earnings report, but cut its outlook for the full year.

PVH Corp. (NYSE:PVH ) Q1 2025 Earnings Conference Call June 5, 2025 9:00 AM ET Company Participants Sheryl Freeman - Vice President of Investor Relations Stefan Larsson - CEO & Director Zachary James Coughlin - Executive VP & CFO Conference Call Participants Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Jay Daniel Sole - UBS Investment Bank, Research Division John David Kernan - TD Cowen, Research Division Matthew Robert Boss - JPMorgan Chase & Co, Research Division Michael Charles Binetti - Evercore ISI Institutional Equities, Research Division Operator Good morning, everyone, and welcome to today's PVH First Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this call may be recorded, and that I will be standing by should you require any assistance.

PVH Corp. posts strong Q1 FY25 results on brand and regional growth but trims fiscal 2025 EPS outlook due to tariff pressures.