PVH Earnings Prediction
The chart below shows how PVH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PVH sees a -4.08% change in stock price 10 days leading up to the earnings, and a -1.04% change 10 days following the report. On the earnings day itself, the stock moves by +0.42%. This data can give you a slight idea of what to expect for the next quarter's release.
PVH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.36B
3.60%
7.06%
Gross Margin
56.68%
1.45%
-1.68%
Operating Margin
9.94%
1.84%
26.79%
Net Margin
6.84%
183.52%
60.19%
EPS
2.68
193.06%
78.67%
No Data Available
PVH Earnings Analysis
PVH Corp. Corporation (PVH.N) Earnings Conference Call
Positive
Strong Revenue Guidance: P V H delivered strong revenue guidance with stronger-than-expected profitability and EPS for Q3 2024.
Gross Margin Expansion: The company achieved significant gross margin expansion, up 170 basis points year-over-year, indicating effective cost management and operational efficiency.
Consumer Demand Resilience: Direct-to-consumer revenue was flat on a reported basis, demonstrating resilience in consumer demand despite market challenges.
Strong Sell-Through Rates: The Fall 2024 product season saw strong sell-through rates, reflecting effective product execution and consumer engagement across both brands.
EPS Growth Guidance: P V H is on track to deliver strong EPS growth on a non-GAAP basis, with guidance updated to reflect a range of $11.55 to $11.70 per share.
Negative
Third Quarter Revenue Decline: Revenue for the third quarter was down 5% versus last year, including a 2% decline from the sale of the Heritage Intimates business.
Revenue Decline Analysis: On a constant currency basis, revenue was down 6%.
Wholesale Revenue Decline: Total wholesale revenue was down 8% versus last year, including a 4% decline from the sale of the Heritage Intimates business.
North America Revenue Decline: In North America, revenue for our Tommy Hilfiger and Calvin Klein businesses combined decreased 6% versus last year, largely explained by the timing of wholesale shipments within the second half of this year compared to last year.
Revenue Decline Analysis: Overall revenue declined minus 1% on a reported basis and minus 4% in euros, which included a 6% impact from our quality of sales actions.
PVH FAQs
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PVH Earning Call Sentiment
PVH Corp. (PVH) Q3 2024 Earnings Call Transcript
1.0x
00:00
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PVH.N
2.69%Positive
The earnings call summary shows mixed signals: strong gross margin improvements and EPS growth, but revenue decline and economic pressures in key markets. The Q&A highlighted promising trends in D2C and wholesale, but also concerns about promotional pressures and inventory risks. The share buyback program is positive, but the uncertain investigation in China and macroeconomic challenges in North America and Asia weigh negatively. Overall, the sentiment is neutral, balancing positive financial metrics with external risks and uncertainties.
