Telsey Advisory Group Reaffirms Outperform Rating for PVH (PVH)
Analyst Recommendation: Telsey Advisory Group maintains an "Outperform" rating for PVH, with a one-year price target average of $98.44/share, indicating a potential upside of 27.58% from its current price of $77.16/share.
Revenue and EPS Projections: PVH's projected annual revenue is $9,587 million, reflecting an 8.74% increase, while the projected non-GAAP EPS is expected to decrease by 11.03% to 12.24.
Institutional Ownership Trends: There are 785 funds reporting positions in PVH, with a 6.44% decrease in ownership over the last quarter, and total shares owned by institutions have decreased by 5.47% to 64,432K shares.
Shareholder Activity: Notable changes in shareholder allocations include Pzena Investment Management decreasing its shares by 2.44%, while Lsv Asset Management and Wells Fargo Special Mid Cap Value Fund significantly increased their holdings by 32.34% and 181.06%, respectively.
Trade with 70% Backtested Accuracy
Analyst Views on PVH
About PVH
About the author

- Brand Ambassador: Global superstar ROSALÍA has been appointed as the face of Calvin Klein's new fragrance line, euphoria elixirs, aiming to leverage her influence to attract younger consumers and enhance brand image.
- Product Launch: The euphoria elixirs collection features three distinct parfum intense creations, showcasing the brand's innovation in the fragrance market and expected to appeal to consumers seeking high-end scents.
- Market Strategy: By collaborating with a renowned artist, Calvin Klein aims to strengthen its position in the competitive fragrance market while expanding its reach through ROSALÍA's fan base.
- Brand Synergy: This partnership not only elevates Calvin Klein's brand visibility but may also drive sales growth for Coty Inc., further solidifying its market share in the fragrance industry.
- New Fragrance Launch: Calvin Klein, in collaboration with Coty, unveils the euphoria elixirs collection featuring three distinct fragrances—magnetic, bold, and solar elixir—designed to express confidence and allure, targeting a younger consumer demographic.
- Innovative Concentration: Each fragrance boasts an ultra-concentration of 28% or more, representing the highest fragrance concentration for Calvin Klein Fragrances, which enhances the brand's competitiveness in the premium fragrance market and may boost brand image and market share.
- Celebrity Endorsement Impact: Global superstar ROSALÍA serves as the face of the campaign, leveraging her influence and artistic expression to enhance brand appeal, which is expected to drive sales growth significantly.
- Market Pricing Strategy: The euphoria elixirs collection is priced at $129 for 100ml, $99 for 50ml, $79 for 30ml, and $36 for 10ml, with a strategic pricing range that aims to attract customers across various spending tiers.

- 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.
- 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.
- 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.
- 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.









