PVH Refines Full-Year EPS Forecast to $10.85-$11 Amid Brand Innovation Efforts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy PVH?
Source: SeekingAlpha
Management Performance: PVH Corp. exceeded guidance in Q3 2026 with total revenue of $2.3 billion, driven by strong performance in Calvin Klein and Tommy Hilfiger, despite a slight decline in direct-to-consumer revenue and ongoing tariff impacts.
Leadership Changes: The company announced a leadership transition with Patricia Gabriel joining as Chief Supply Chain Officer and Melissa Stone appointed as CFO following Zac Coughlin's departure.
Financial Outlook: PVH reaffirmed its full-year revenue and operating margin guidance, projecting Q4 revenue to be slightly up and EPS in the range of $3.20 to $3.35, while acknowledging continued tariff pressures.
Market Dynamics: Analysts noted regional performance variations, with muted consumer activity in Europe and strong growth in the Americas and APAC, while management emphasized disciplined execution and strategic marketing to navigate macroeconomic uncertainties.
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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: 68.150
Low
80.00
Averages
94.36
High
148.00
Current: 68.150
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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- Restructuring Agreement: The company has entered into a Restructuring Support Agreement with its secured lenders and commenced voluntary bankruptcy proceedings in the U.S. Bankruptcy Court for the District of New Jersey, aiming to maintain operations and seek a buyer through restructuring.
- Retail Operations Continuity: Despite entering bankruptcy, Eddie Bauer's stores in the U.S. and Canada will remain open for liquidation sales, maximizing asset value while searching for a going-concern buyer, indicating a strategic approach to asset management during financial distress.
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- Return to Brick-and-Mortar: Young consumers are rediscovering the joy of in-store shopping, reflecting a longing for the carefree atmosphere of 2016, which may lead to improved performance for retailers.
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- Return to Brick-and-Mortar: Young consumers are rediscovering the appeal of in-store shopping after years dominated by e-commerce, reflecting a longing for the carefree and familiar comfort of 2016, which could stimulate a retail resurgence.
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- Market Strategy Adjustments: As nostalgia rises, brands must adjust their market strategies to align with Gen Z's desire for authenticity and less intentionality, with successful brands likely to harness this emotional connection to reshape their cultural relevance.
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- Modern Workflow Integration: By integrating OpenAI enterprise APIs, PVH will build modern workflows that accelerate outcomes across product, marketing, supply chain, and retail functions.
- ChatGPT Enterprise Applications: The collaboration will include ChatGPT Enterprise, providing PVH teams with new applications and custom environments tailored to their specific business needs.
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- Valuation Analysis: Tapestry currently trades at a forward P/E in the low 20s, significantly above its historical average of about 12x and 16x for peers, suggesting potential for a valuation correction.
- Potential Catalysts and Risks: While a strong December quarter and possible tariff repeal could act as catalysts, Jefferies warns of risks from cooling brand momentum and increased discounting among younger consumers in the U.S.
- EPS Forecast and Price Target: Jefferies set a price target of $138 for Tapestry, based on a 21.5x multiple of its FY27 EPS estimate of $6.42, raising concerns about the sustainability of growth given the current high valuation.
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- 52 Week Range: PVH's stock has a 52-week low of $59.2801 and a high of $111.96, with the last trade recorded at $76.80.
- Dividend Stocks: The article mentions a link to find other dividend stocks that have recently fallen below their 200-day moving average.
- Author's Views: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
- Market Analysis: The information provided reflects a snapshot of PVH's stock performance and market trends.
See More
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- Bankruptcy Filing: Eddie Bauer LLC announced on Monday that it has filed for voluntary Chapter 11 bankruptcy protection, primarily due to tariff uncertainty and mounting operational pressures, highlighting the severe financial challenges the company faces.
- Restructuring Agreement: The company has entered into a Restructuring Support Agreement with its secured lenders and commenced voluntary bankruptcy proceedings in the U.S. Bankruptcy Court for the District of New Jersey, aiming to maintain operations and seek a buyer through restructuring.
- Retail Operations Continuity: Despite entering bankruptcy, Eddie Bauer's stores in the U.S. and Canada will remain open for liquidation sales, maximizing asset value while searching for a going-concern buyer, indicating a strategic approach to asset management during financial distress.
- E-commerce Business Stability: Eddie Bauer's e-commerce and wholesale operations, which transitioned to Outdoor 5, LLC in January, remain unaffected by the bankruptcy process, suggesting that the company has managed to stabilize part of its business during this transition.
See More
2016 Nostalgia Sparks Retail Revival Potential
- Social Media Surge: Since January 1, user-generated '2016' playlists on Spotify have surged by 790%, indicating a strong nostalgic sentiment among young consumers that could drive sales for brands associated with that era.
- Return to Brick-and-Mortar: Young consumers are rediscovering the joy of in-store shopping, reflecting a longing for the carefree atmosphere of 2016, which may lead to improved performance for retailers.
- Brand Opportunities: Brands like Abercrombie & Fitch could leverage this nostalgia wave to reshape their image, particularly if they successfully distance themselves from past controversies, potentially attracting more young consumers.
- Market Outlook: Retail trends typically last about 18 months, and this nostalgia cycle is expected to persist through the midterm elections this year, possibly extending into next year, providing long-term market opportunities for related brands.
See More
Gen Z's Nostalgia for 2016 and Its Impact on Retail
- Nostalgia Trend Emergence: Gen Z's nostalgia for 2016 has rapidly spread across social media, with Spotify user-generated '2016' playlists soaring by 790% since January 1, indicating a strong yearning for the cultural elements of that time, potentially driving a revival for related brands.
- Return to Brick-and-Mortar: Young consumers are rediscovering the appeal of in-store shopping after years dominated by e-commerce, reflecting a longing for the carefree and familiar comfort of 2016, which could stimulate a retail resurgence.
- Brand Opportunities Arise: Brands like Abercrombie & Fitch and Levi Strauss, which held significant cultural relevance in 2016, may leverage this nostalgia wave to regain market traction, especially as consumers show renewed interest in classic styles.
- Market Strategy Adjustments: As nostalgia rises, brands must adjust their market strategies to align with Gen Z's desire for authenticity and less intentionality, with successful brands likely to harness this emotional connection to reshape their cultural relevance.
See More
PVH Partners with OpenAI to Enhance Brand Building
- Brand Building Collaboration: PVH is partnering with OpenAI to co-create custom AI capabilities aimed at enhancing operational efficiency across product design, demand planning, inventory optimization, and consumer engagement.
- Modern Workflow Integration: By integrating OpenAI enterprise APIs, PVH will build modern workflows that accelerate outcomes across product, marketing, supply chain, and retail functions.
- ChatGPT Enterprise Applications: The collaboration will include ChatGPT Enterprise, providing PVH teams with new applications and custom environments tailored to their specific business needs.
- Positive Market Reaction: PVH's stock rose 2.3% in premarket trading to $63.49, reflecting market optimism and confidence in the potential of this partnership.
See More
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- Rating Downgrade: Jefferies downgraded Tapestry from Buy to Hold, indicating that the stock's near-term upside is already reflected in its valuation after a 31% increase over the past six months.
- Valuation Analysis: Tapestry currently trades at a forward P/E in the low 20s, significantly above its historical average of about 12x and 16x for peers, suggesting potential for a valuation correction.
- Potential Catalysts and Risks: While a strong December quarter and possible tariff repeal could act as catalysts, Jefferies warns of risks from cooling brand momentum and increased discounting among younger consumers in the U.S.
- EPS Forecast and Price Target: Jefferies set a price target of $138 for Tapestry, based on a 21.5x multiple of its FY27 EPS estimate of $6.42, raising concerns about the sustainability of growth given the current high valuation.
See More
PVH Falls Below Important Moving Average Threshold
- 52 Week Range: PVH's stock has a 52-week low of $59.2801 and a high of $111.96, with the last trade recorded at $76.80.
- Dividend Stocks: The article mentions a link to find other dividend stocks that have recently fallen below their 200-day moving average.
- Author's Views: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
- Market Analysis: The information provided reflects a snapshot of PVH's stock performance and market trends.
See More
