Earnings summaries and quarterly performance for PVH CORP. /DE/.
Executive leadership at PVH CORP. /DE/.
Stefan Larsson
Detailed
Chief Executive Officer
CEO
DS
David Savman
Detailed
Global Brand President, Calvin Klein
LR
Lea Rytz Goldman
Detailed
Global Brand President, Tommy Hilfiger
MF
Mark Fischer
Detailed
Executive Vice President, General Counsel and Secretary
ZC
Zachary Coughlin
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at PVH CORP. /DE/.
Research analysts who have asked questions during PVH CORP. /DE/ earnings calls.
JS
Jay Sole
UBS
8 questions for PVH
Also covers: , AEO, AS +27 more
MB
Matthew Boss
JPMorgan Chase & Co.
8 questions for PVH
Also covers: , AEO, ANF +38 more
MB
Michael Binetti
Evercore ISI
8 questions for PVH
Also covers: , AS, BIRK +16 more
BR
Brooke Roach
Goldman Sachs Group, Inc.
6 questions for PVH
Also covers: , AS, BURL +23 more
Dana Telsey
Telsey Advisory Group
6 questions for PVH
Also covers: , AEO, AKA +44 more
John Kernan
Cowen Inc.
4 questions for PVH
Also covers: , AS, ASO +15 more
RD
Robert Drbul
Guggenheim Securities
2 questions for PVH
Also covers: COLM, CPRI, CROX +13 more
BD
Bob Drbul
Guggenheim Securities
1 question for PVH
Also covers: CPRI, GIII, JWN +4 more
Christopher Nardone
Bank of America
1 question for PVH
Also covers: AEO, BOOT, CRI +5 more
IB
Ike Boruchow
Wells Fargo
1 question for PVH
Also covers: AS, BBWI, BURL +18 more
IB
Irwin Boruchow
Wells Fargo Securities
1 question for PVH
Also covers: , BBWI, BURL +18 more
KZ
Krista Zuber
TD Cowen
1 question for PVH
Also covers: COLM, ONON
TN
Tom Nikic
Wedbush Securities
1 question for PVH
Also covers: COLM, CROX, FL +6 more
Recent press releases and 8-K filings for PVH.
PVH Partners with OpenAI for AI Integration
PVH
New Projects/Investments
Revenue Acceleration/Inflection
Demand Weakening
- PVH Corp. announced a partnership with OpenAI to embed custom AI capabilities across its Calvin Klein and Tommy Hilfiger brands.
- The collaboration aims to integrate OpenAI enterprise technologies, including APIs and ChatGPT Enterprise, to build custom applications and modern workflows in areas like product, marketing, supply chain, and retail as part of its PVH+ growth strategy.
- This move is intended to "supercharge" brand building and accelerate data-driven decision-making, despite PVH's recent share underperformance, which includes a 1-year total shareholder return of -31.96%.
Jan 27, 2026, 1:33 PM
CARBIOS Adjusts Longlaville Plant Timeline and Financing
PVH
New Projects/Investments
Guidance Update
- CARBIOS has reaffirmed its commitment to the Longlaville plant project, adjusting the timeline with a three-month postponement.
- The project has secured €42.5 million in public funding and is progressing with additional financing, aiming to secure the remaining ~10% by the end of Q1 2026.
- Pre-commercialization contracts cover nearly 50% of the plant's production capacity, with a target to reach 70% soon, and CARBIOS expects over €55 million in available cash by the end of 2025.
- If the remaining financing is secured, the plant is expected to be commissioned during the first half of 2028.
Dec 18, 2025, 5:30 PM
PVH Exceeds Q3 2025 Guidance, Narrows Full-Year EPS Outlook
PVH
Earnings
Guidance Update
Share Buyback
CFO Change
- PVH exceeded its Q3 2025 guidance for reported revenue, operating profit, and EPS, with total revenue reaching $2.3 billion, a decline of less than 1% in constant currency.
- The company reaffirmed its full-year constant currency revenue and operating margin outlook of approximately 8.5%, and narrowed its non-GAAP EPS outlook to $10.85-$11 (from $10.75-$11 previously).
- Tariffs are projected to have a net negative impact of approximately $65 million on 2025 EBIT, or $1.05 per share, though some mitigation actions have begun.
- CFO Zac Coughlin is departing for a new opportunity, and the company completed an accelerated share repurchase program in Q3 2025, buying back an additional 2.3 million shares, totaling 7.7 million shares year-to-date.
Dec 4, 2025, 2:00 PM
PVH Exceeds Q3 2025 Guidance, Narrows Full-Year Outlook, and Announces CFO Departure
PVH
Earnings
Guidance Update
CFO Change
- PVH exceeded its Q3 2025 guidance for reported revenue, operating profit, and EPS, with total revenue reaching $2.3 billion, down less than 1% in constant currency.
- For the full year 2025, PVH reaffirmed its constant currency revenue and operating margin outlook (approximately 8.5%) and narrowed its reported revenue outlook to "up low single digits" and non-GAAP EPS outlook to $10.85-$11.00.
- Q3 2025 gross margin was 56.3%, a 210 basis point decrease compared to the prior year, with 110 basis points attributed to tariffs. The full-year unmitigated tariff impact on EBIT is now estimated at approximately $65 million, or $1.05 per share.
- Regional performance in Q3 2025 showed Europe revenues declining low single digits in constant currency, Americas revenue growing 2% driven by wholesale, and APAC revenue remaining flat in constant currency with notable direct-to-consumer improvements.
- The company completed its accelerated share repurchase program, reducing the share count by an additional 2.3 million shares, bringing the year-to-date total to 7.7 million shares. Additionally, PVH announced that its Chief Financial Officer, Zac Coughlin, will be departing.
Dec 4, 2025, 2:00 PM
PVH Exceeds Q3 2025 Guidance and Narrows Full-Year EPS Outlook
PVH
Earnings
Guidance Update
CFO Change
- PVH exceeded Q3 2025 guidance for reported revenue, operating profit, and EPS, with total revenue reaching $2.3 billion, down less than 1% in constant currency.
- The company narrowed its full-year 2025 non-GAAP EPS outlook to the high end of previous ranges, now expecting $10.85-$11, and reaffirmed its constant currency revenue and operating margin outlook.
- Tariffs significantly impacted gross margin, contributing approximately 110 basis points to the Q3 decline, and are projected to have an unmitigated full-year impact of approximately $1.05 per share.
- Inventory levels were up 3% year-over-year, including the impact of tariffs, and PVH completed an accelerated share repurchase program, reducing its share count by an additional 2.3 million shares in Q3.
- CFO Zac Coughlin will be departing for a new opportunity outside the industry.
Dec 4, 2025, 2:00 PM
PVH Reports Q3 Revenue Increase, Issues Cautious Q4 Forecast
PVH
Earnings
Guidance Update
- PVH Corp. reported third-quarter revenue of $2.294 billion, a 2% increase driven by growth in the Americas and EMEA, with adjusted earnings per share of $2.83.
- Net profits for the quarter significantly fell to $4.2 million from $131.9 million a year ago, primarily due to restructuring costs and a $121 million increase in tax expenses.
- The company issued a cautious Q4 adjusted EPS forecast between $3.20 and $3.35, which is below analyst estimates, and projected low single-digit revenue growth for the quarter.
- PVH narrowed its full-year revenue outlook to low single-digit growth and noted that adjusted EPS included a 37 cent impact from tariffs.
Dec 4, 2025, 12:40 AM
PVH Corp. Reports Strong Q3 2025 Results and Narrows Full-Year Outlook
PVH
Earnings
Guidance Update
Share Buyback
- PVH Corp. reported Q3 2025 revenue of $2.294 billion, an increase of 2% compared to the prior year, and non-GAAP diluted EPS of $2.83, both exceeding guidance.
- The company narrowed its full-year 2025 non-GAAP EPS outlook to a range of $10.85 to $11.00 and its reported revenue outlook to up low single-digits, reflecting the high end of previous ranges.
- Gross margin for Q3 2025 was 56.3%, a decrease from the prior year, primarily due to increased tariffs, a promotional environment, and higher freight costs.
- Inventory increased 3% compared to the prior year, showing significant improvement from Q2 2025.
- For the first nine months of 2025, the company repurchased a total of 7.7 million shares of its common stock, including 5.4 million shares for $561 million in Q1 2025.
Dec 3, 2025, 9:18 PM
PVH Corp. announces CFO transition and reaffirms guidance
PVH
CFO Change
Guidance Update
Executive Compensation
- Zac Coughlin will depart as Chief Financial Officer of PVH Corp. on December 31, 2025, to pursue an opportunity outside the retail and apparel industry.
- Melissa Stone, Executive Vice President, Global Financial Planning & Analysis, has been appointed Interim CFO and interim principal financial officer, effective January 1, 2026, while the company searches for a successor.
- PVH Corp. reaffirmed its third quarter and full year 2025 guidance for revenue and earnings on a non-GAAP basis.
- Ms. Stone's interim compensation package includes a monthly salary increase of $20,833, a one-time restricted stock unit grant with a grant date value of $200,000, and a one-time cash bonus of $300,000.
Nov 18, 2025, 3:56 PM
PVH Corp Exceeds Q2 2026 Expectations and Reaffirms Full-Year Guidance
PVH
Earnings
Guidance Update
New Projects/Investments
- PVH Corp exceeded its Q2 2026 guidance on both top and bottom line, with revenue growing 4% on a reported basis and 1% on a constant currency basis, and achieving better than expected gross margin and EBIT margins.
- The company reaffirmed its full-year 2026 guidance for constant currency revenue (flat to increase slightly), operating margin (approximately 8.5%), and EPS (range of $10.75 to $11.00), despite effectively doubled tariff rates and an uneven global macro environment.
- PVH anticipates an increased unmitigated tariff impact for 2025, now estimated at approximately $70 million to EBIT or $1.15 per share, up from previous guidance, but expects to mitigate some costs through strategic actions in the second half and fully over time.
- Strategic investments in marketing have been increased for the remainder of the year to generate higher visibility and customer impact, building on momentum from Q2.
- Operational issues related to setting up the Calvin Klein global product capability in New York have been successfully addressed, with sequential improvements for Fall 2025 and targeted go-in margin improvements and on-time deliveries for Spring 2026.
Aug 27, 2025, 7:05 PM
PVH Corp. issues $500 million 5.500% Senior Notes due 2030
PVH
Debt Issuance
- On June 10, 2025, PVH entered into an underwriting agreement to issue $500 million aggregate principal amount of 5.500% senior notes due June 13, 2030.
- The offering closed on June 13, 2025, generating net proceeds of approximately $489.6 million, which will be used to repay outstanding 4.25% notes due 2025 and for general corporate purposes.
- The notes bear interest at 5.500%, payable semi-annually beginning December 13, 2025, and are callable beginning May 13, 2030, with a change-of-control repurchase option at 101% of principal.
- The notes were priced at 99.870% of par, yielding 5.53% (spread of +145 bps to the 4.000% U.S. Treasury due May 31, 2030), and rated Baa3/BBB-.
Jun 13, 2025, 12:00 AM
Quarterly earnings call transcripts for PVH CORP. /DE/.
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