PVH Declines as Tariffs and Promotions Impact Profit Margins
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy PVH?
Source: SeekingAlpha
Q3 Financial Performance: PVH reported a 1.8% year-over-year revenue increase to $2.92 billion, surpassing analyst expectations, with mixed results across regions and brands.
Gross Margin and EPS: Gross margin fell to 56.3% due to increased tariffs and promotional activities, while non-GAAP EPS was $2.83, beating consensus estimates.
CEO Outlook: The CEO noted a strong start to the holiday season and emphasized investments in growth initiatives, despite a challenging global consumer environment.
Future Projections: PVH expects low single-digit revenue growth for the full year and reaffirmed its operating margin outlook, with EPS guidance slightly adjusted to a range of $10.85 to $11.00.
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Analyst Views on PVH
Wall Street analysts forecast PVH stock price to rise
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 64.560
Low
80.00
Averages
94.36
High
148.00
Current: 64.560
Low
80.00
Averages
94.36
High
148.00
About PVH
PVH Corp. is an apparel company that designs and markets branded sportswear (casual apparel), jeanswear, intimate apparel, swimwear, handbags, accessories, footwear and other related products. Its segments include Americas, Europe, the Middle East and Africa, Asia-Pacific, and Licensing. Its three main businesses include Tommy Hilfiger, which consists of the Tommy Hilfiger North America and Tommy Hilfiger International segments; Calvin Klein, which consists of the Calvin Klein North America and Calvin Klein International segments; and Heritage Brands, which consists of the Heritage Brands Wholesale segment. Its operations outside North America consist of wholesale sales under its owned and licensed trademarks, and retail stores operations, and digital commerce sites under its TOMMY HILFIGER and Calvin Klein trademarks. Its licensing activities include TOMMY HILFIGER and Calvin Klein trademark licensing for a broad array of product categories and for use in certain territories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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