PVH (PVH)
Market Price (11/8/2026): $89.97 | Market Cap: $4.2 BilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
PVH (PVH)
Market Price (11/8/2026): $89.97Market Cap: $4.2 BilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldFCF Yield is 17% Stock buyback supportStock Buyback 3Y Total is 1.5 Bil Low stock price volatilityVol 12M is 47% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Experience Economy & Premiumization, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, Show more. | Weak multi-year price returns2Y Excs Rtn is -37%, 3Y Excs Rtn is -50% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 77% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.8%, Rev Chg QQuarterly Revenue Change % is -3.2% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.3% Key risksPVH key risks include [1] its designation on China's List of Unreliable Entities, Show more. |
| Attractive yieldFCF Yield is 17% |
| Stock buyback supportStock Buyback 3Y Total is 1.5 Bil |
| Low stock price volatilityVol 12M is 47% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Experience Economy & Premiumization, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -37%, 3Y Excs Rtn is -50% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 77% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.8%, Rev Chg QQuarterly Revenue Change % is -3.2% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.3% |
| Key risksPVH key risks include [1] its designation on China's List of Unreliable Entities, Show more. |
Qualitative Assessment
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PVH (PVH) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. PVH Corp. reported stronger-than-expected earnings for fiscal Q3 2026, which ended on October 31, 2026. The company's reported earnings per share of $3.70 significantly surpassed the consensus estimate of $3.1078, marking a positive surprise of 19.06%. This robust profitability outcome led to a 4.7% increase in shares following the earnings release on October 15, 2026.
2. The positive momentum was initiated by strong fiscal Q2 2026 results and a reaffirmed full-year outlook. On September 2, 2026, PVH reported fiscal Q2 2026 revenue of $2.10 billion, which was at the high end of its guidance, and non-GAAP diluted EPS of $3.70, exceeding prior guidance of $3.00 to $3.10. The non-GAAP operating margin of 11.1% also surpassed the company's forecast of approximately 9.5%. This performance included a benefit of approximately $107 million from tariff refunds, which boosted EPS by about $1.80 per share. The company also reaffirmed its full-year 2026 non-GAAP outlook for revenue, operating margin, and EPS.
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PVH (PVH) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. PVH Corp. reported stronger-than-expected earnings for fiscal Q3 2026, which ended on October 31, 2026. The company's reported earnings per share of $3.70 significantly surpassed the consensus estimate of $3.1078, marking a positive surprise of 19.06%. This robust profitability outcome led to a 4.7% increase in shares following the earnings release on October 15, 2026.
2. The positive momentum was initiated by strong fiscal Q2 2026 results and a reaffirmed full-year outlook. On September 2, 2026, PVH reported fiscal Q2 2026 revenue of $2.10 billion, which was at the high end of its guidance, and non-GAAP diluted EPS of $3.70, exceeding prior guidance of $3.00 to $3.10. The non-GAAP operating margin of 11.1% also surpassed the company's forecast of approximately 9.5%. This performance included a benefit of approximately $107 million from tariff refunds, which boosted EPS by about $1.80 per share. The company also reaffirmed its full-year 2026 non-GAAP outlook for revenue, operating margin, and EPS.
3. Disciplined execution of the "PVH+ Plan" drove brand momentum and operational efficiency. Management emphasized continued direct-to-consumer (DTC) growth in the Americas and APAC regions, alongside sequential improvement in EMEA performance during fiscal Q2 2026. E-commerce revenue also increased by 4%, driven by both Calvin Klein and Tommy Hilfiger. Additionally, at the 2026 Global Consumer & Retail Conference on October 8, 2026, PVH outlined a strategic growth plan focused on brand strength and tighter execution, including taking back control of women's wholesale in North America by year-end, which is expected to support a $350 million licensing business. The newly appointed Chief Financial Officer, Alexis Rollier (appointed July 14, 2026), is focused on enhancing cost, margin, and operating discipline to fuel long-term earnings growth.
4. High-profile global brand marketing campaigns boosted market attention and brand relevance. Calvin Klein launched a new underwear campaign featuring global football star Jude Bellingham on November 2, 2026. Earlier in the period, Calvin Klein also introduced a new bra starring Teyana Taylor on September 22, 2026. Tommy Hilfiger launched a new fragrance with Camila Cabello on September 15, 2026. These marketing efforts contributed to increased brand visibility, which was cited as a factor in the stock's 3.63% advance on November 4, 2026.
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Stock Movement Drivers
Fundamental Drivers
The 3.8% change in PVH stock from 7/31/2026 to 11/7/2026 was primarily driven by a 5.1% change in the company's P/S Multiple.| (LTM values as of) | 7312026 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 86.62 | 89.95 | 3.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,992 | 8,922 | -0.8% |
| P/S Multiple | 0.4 | 0.5 | 5.1% |
| Shares Outstanding (Mil) | 46 | 46 | -0.4% |
| Cumulative Contribution | 3.8% |
Market Drivers
7/31/2026 to 11/7/2026| Return | Correlation | |
|---|---|---|
| PVH | 3.8% | |
| Market (SPY) | -1.6% | 31.5% |
| Sector (XLY) | 1.3% | 59.4% |
Fundamental Drivers
The -1.5% change in PVH stock from 4/30/2026 to 11/7/2026 was primarily driven by a -1.0% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 91.36 | 89.95 | -1.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,950 | 8,922 | -0.3% |
| P/S Multiple | 0.5 | 0.5 | -1.0% |
| Shares Outstanding (Mil) | 46 | 46 | -0.2% |
| Cumulative Contribution | -1.5% |
Market Drivers
4/30/2026 to 11/7/2026| Return | Correlation | |
|---|---|---|
| PVH | -1.5% | |
| Market (SPY) | 2.6% | 26.9% |
| Sector (XLY) | -0.5% | 44.5% |
Fundamental Drivers
The 15.1% change in PVH stock from 10/31/2025 to 11/7/2026 was primarily driven by a 8.5% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 78.18 | 89.95 | 15.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,778 | 8,922 | 1.6% |
| P/S Multiple | 0.4 | 0.5 | 8.5% |
| Shares Outstanding (Mil) | 48 | 46 | 4.3% |
| Cumulative Contribution | 15.1% |
Market Drivers
10/31/2025 to 11/7/2026| Return | Correlation | |
|---|---|---|
| PVH | 15.1% | |
| Market (SPY) | 8.7% | 31.8% |
| Sector (XLY) | -1.4% | 43.6% |
Fundamental Drivers
The 21.6% change in PVH stock from 10/31/2023 to 11/7/2026 was primarily driven by a 34.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312023 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.97 | 89.95 | 21.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 9,134 | 8,922 | -2.3% |
| P/S Multiple | 0.5 | 0.5 | -7.6% |
| Shares Outstanding (Mil) | 62 | 46 | 34.7% |
| Cumulative Contribution | 21.6% |
Market Drivers
10/31/2023 to 11/7/2026| Return | Correlation | |
|---|---|---|
| PVH | 21.6% | |
| Market (SPY) | 81.9% | 43.7% |
| Sector (XLY) | 58.2% | 50.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PVH Return | 14% | -34% | 73% | -13% | -37% | 34% | -3% |
| Peers Return | 23% | -24% | 2% | 22% | 36% | 5% | 66% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| PVH Win Rate | 50% | 42% | 50% | 42% | 42% | 55% | |
| Peers Win Rate | 53% | 38% | 50% | 58% | 58% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| PVH Max Drawdown | -24% | -60% | -24% | -34% | -44% | -31% | |
| Peers Max Drawdown | -24% | -46% | -39% | -35% | -44% | -34% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: VFC, RL, TPR, CPRI, LEVI. See PVH Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/6/2026 (YTD)
How Low Can It Go
| Event | PVH | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -23.6% | -18.8% |
| % Gain to Breakeven | 30.9% | 23.1% |
| Time to Breakeven | 35 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -13.3% | -7.8% |
| % Gain to Breakeven | 15.3% | 8.5% |
| Time to Breakeven | 112 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -17.9% | -9.5% |
| % Gain to Breakeven | 21.8% | 10.5% |
| Time to Breakeven | 38 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -12.3% | -6.7% |
| % Gain to Breakeven | 14.0% | 7.1% |
| Time to Breakeven | 13 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -58.5% | -24.5% |
| % Gain to Breakeven | 140.8% | 32.4% |
| Time to Breakeven | 434 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -66.2% | -33.7% |
| % Gain to Breakeven | 196.2% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
In The Past
PVH's stock fell -23.6% during the 2025 US Tariff Shock. Such a loss loss requires a 30.9% gain to breakeven.
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Asset Allocation
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| Event | PVH | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -23.6% | -18.8% |
| % Gain to Breakeven | 30.9% | 23.1% |
| Time to Breakeven | 35 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -58.5% | -24.5% |
| % Gain to Breakeven | 140.8% | 32.4% |
| Time to Breakeven | 434 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -66.2% | -33.7% |
| % Gain to Breakeven | 196.2% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -37.4% | -19.2% |
| % Gain to Breakeven | 59.7% | 23.8% |
| Time to Breakeven | 1894 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -42.5% | -12.2% |
| % Gain to Breakeven | 73.8% | 13.9% |
| Time to Breakeven | 548 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -43.0% | -6.8% |
| % Gain to Breakeven | 75.5% | 7.3% |
| Time to Breakeven | 549 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -31.0% | -17.9% |
| % Gain to Breakeven | 45.0% | 21.8% |
| Time to Breakeven | 70 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -35.0% | -15.4% |
| % Gain to Breakeven | 53.9% | 18.2% |
| Time to Breakeven | 141 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -64.2% | -53.4% |
| % Gain to Breakeven | 179.4% | 114.4% |
| Time to Breakeven | 281 days | 1085 days |
In The Past
PVH's stock fell -23.6% during the 2025 US Tariff Shock. Such a loss loss requires a 30.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About PVH (PVH)
PVH Corp. is a global apparel company specializing in the design, marketing, and retail of a wide range of men's, women's, and children's apparel and accessories. The company operates through key brand segments, most notably Tommy Hilfiger and Calvin Klein, both domestically in North America and internationally. It also manages a portfolio of Heritage Brands, distributing its products across approximately 40 countries worldwide.
The company's extensive product offerings include various types of apparel such as dress shirts, sportswear, jeanswear, performance wear, intimate apparel, underwear, and swimwear. Beyond clothing, PVH provides a diverse array of accessories, including handbags, footwear, watches, jewelry, eyeglasses, fragrances, and home furnishings. Its prominent brand portfolio features globally recognized names like Tommy Hilfiger and Calvin Klein, alongside other well-known brands such as Van Heusen, IZOD, ARROW, Warner's, and True&Co. PVH also generates revenue through licensing its brands for various product categories.
PVH serves a broad spectrum of customers through multiple distribution channels. On the wholesale front, its products are sold to major department stores, chain stores, specialty stores, warehouse clubs, mass market retailers, and off-price outlets globally. Additionally, the company maintains a significant direct-to-consumer presence through its own network of full-price stores, outlet stores, concession locations, and various digital commerce platforms, reaching consumers directly in key markets worldwide.
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VF Corporation for iconic global fashion and lifestyle brands like Tommy Hilfiger and Calvin Klein.
2. A more global and diversified Gap Inc., managing a portfolio of well-known apparel brands such as Calvin Klein and Tommy Hilfiger.AI Analysis | Feedback
- Apparel: Designs, markets, and retails a wide range of clothing for men, women, and children, including dress shirts, sportswear, denim, underwear, and swimwear.
- Accessories: Offers various non-clothing items such as handbags, footwear, watches, jewelry, eyeglasses, and fragrances.
- Home Furnishings: Provides products for home decor, specifically home bed and bath furnishings.
- Luggage Products: Sells luggage and related travel items.
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PVH Corp. operates a mixed distribution model, selling both at wholesale to various retailers and directly to individual consumers through its company-operated stores and digital commerce sites. Given the company's explicit mention of designing, marketing, and retailing its products, and the operation of its own full-price, outlet, and digital commerce sites, it serves a broad base of individual customers. The company offers a diverse portfolio of brands catering to different consumer segments.
The major customers of PVH Corp. are primarily **individual consumers**, categorized as follows:
- Fashion-Conscious & Trend-Driven Consumers: This category includes individuals who seek contemporary styles, brand recognition, and aspirational fashion, often drawn to PVH's premium brands like Tommy Hilfiger and Calvin Klein. They purchase a range of apparel, accessories, and related lifestyle products.
- Everyday & Value-Oriented Consumers: This segment consists of individuals looking for reliable, comfortable, and often more accessible apparel for daily wear, work, or basic needs. They are served by brands such as Van Heusen, IZOD, ARROW, and Geoffrey Beene, purchasing items like dress shirts, sportswear, and performance apparel.
- Intimate Apparel & Comfort Seekers: This category targets individuals, predominantly women, seeking undergarments, sleepwear, and loungewear. These consumers prioritize comfort, fit, and design in products offered under brands like Warner's, Olga, and True&Co.
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Stefan Larsson, Chief Executive Officer
Stefan Larsson assumed the role of CEO of PVH Corp. in February 2021, having joined the company as President in 2019. He is credited with leading the development of the PVH+ Plan, a strategic initiative focused on transforming Calvin Klein and Tommy Hilfiger into leading lifestyle brands. Prior to PVH, Larsson served as CEO of Ralph Lauren Corporation, where he refocused the company and improved its performance. He was also the Global President of Old Navy, a division of Gap Inc., where he led the brand to profitable growth for 12 consecutive quarters. Before that, he spent nearly 15 years at H&M in various leadership roles, contributing to the company's revenue growth from approximately $3 billion to $17 billion and expanding its operations globally. Larsson holds a Master of Science in Business Administration.
Melissa Stone, Interim CFO | Executive Vice President, Global Financial Planning & Analysis
Melissa Stone was appointed Interim CFO of PVH Corp. in November 2025. She has been with PVH for over two decades, holding several senior finance positions of increasing responsibility, including Executive Vice President of Global Financial Planning & Analysis, SVP Accounting, and Assistant Corporate Controller.
David Savman, Global Brand President, Calvin Klein
David Savman is the Global Brand President for Calvin Klein and a member of PVH's Executive Leadership Team. He joined PVH in 2022 and previously served as the company's Chief Supply Chain Officer, leading global operations and supply chain. In 2024, he also served as interim CEO for PVH Europe, where he is credited with repositioning the region for growth. Before joining PVH, Savman spent nearly two decades at H&M Group, including as Head of Global Supply Chain. He has extensive experience leading product-centric organizations and managing key functions like supply chain, production, product development, and innovation across Asia and Europe.
Patricia Gabriel, Chief Supply Chain Officer and Global Head of Operations
Patricia Gabriel joined PVH Corp. in 2025 as Chief Supply Chain Officer and Global Head of Operations. In this role, she oversees global operations from product to consumer, including production, manufacturing, inventory management, purchasing, and strategic sourcing. Gabriel has over 25 years of experience leading supply, manufacturing, and logistics organizations at global consumer-centric companies. Prior to PVH, she was the Chief Supply Chain Officer for Michael Kors, Jimmy Choo, and Versace at Capri Holdings. Her background also includes senior roles at Mondelez International, AB InBev, and Accenture.
Lea Rytz Goldman, Global Brand President, Tommy Hilfiger
Lea Rytz Goldman assumed the role of Global Brand President for Tommy Hilfiger in April 2024. She oversees the Tommy Hilfiger brand and business globally as part of PVH's Executive Leadership Team. Goldman is recognized for her strong track record in growing brands. Most recently, she was the Managing Director of COS, where she led the revitalization and global growth of the brand across over 40 markets. Before her time at COS, she spent 11 years with the H&M Group, where she led the repositioning and growth of Arket. She brings over 20 years of brand leadership experience from various European brand groups.
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Here are the key risks to PVH Corp.'s business:
- Geopolitical and Regulatory Risks, particularly in China: PVH Corp. faces significant geopolitical and regulatory challenges, especially concerning its operations in China. The company's inclusion on China's List of Unreliable Entities could lead to fines, restrictions, and impact its ability to conduct business in this crucial market. Disruptions in China are particularly impactful as the region, despite contributing a smaller percentage to overall revenue, disproportionately contributes to the company's profits. These regulatory hurdles may necessitate shifts in production and operational strategies, affecting revenue and overall business stability.
- Macroeconomic Uncertainty and Consumer Spending: The apparel industry, in which PVH Corp. operates, is highly susceptible to global macroeconomic conditions. Factors such as inflation, high interest rates, and broader geopolitical tensions can negatively influence consumer confidence and spending habits. A downturn in consumer demand can lead to increased promotional activities, pressure on pricing, and ultimately, a reduction in profit margins across PVH's diverse brand portfolio.
- Supply Chain and Distribution Vulnerabilities: PVH Corp. is heavily reliant on a complex global supply chain, with approximately 60% of its sourcing originating from Asia. This dependence exposes the company to various risks, including political instability, natural disasters, and changes in trade policies, such as tariffs, which can disrupt production, increase operational costs, and impact the efficiency of its distribution network. Maintaining stringent quality and compliance monitoring across this vast network is also a continuous challenge.
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The rapid rise and market dominance of ultra-fast fashion retailers (e.g., Shein, Temu).
These companies leverage sophisticated data analytics, AI-driven design, and agile supply chains to bring hyper-trendy clothing to market at unprecedented speed and exceptionally low price points, primarily through direct-to-consumer digital channels. This business model directly competes with PVH's traditional design cycles, brand positioning, pricing strategies, and established wholesale/retail distribution channels, potentially eroding market share and profitability, particularly among younger, trend-focused consumers.
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PVH Corp. operates within several large addressable markets for its main products and services.
- Global Apparel Market: The global apparel market was valued at approximately USD 1.84 trillion in 2025 and is projected to reach USD 2.54 trillion by 2033.
- North America Apparel Market: The U.S. apparel market is projected to reach USD 399.77 billion by 2026.
- Global Intimate Apparel Market: The global intimate apparel market was valued at USD 88.24 billion in 2025 and is poised to grow to USD 116.58 billion by 2035. Another estimate placed the global intimate wear market size at around USD 93.34 billion in 2023, with a projection to reach USD 149.84 billion by 2032.
- North America Intimate Apparel/Lingerie Market: North America held a significant market share in intimate apparel, with one estimate indicating over 40% of the global revenue in 2024, amounting to USD 32.50 billion. The North America intimate lingerie market is expected to reach a projected revenue of USD 7.41 billion by 2030. The North America intimate apparel market size in 2025 was USD 16.25 billion.
- Global Denim Market: The global denim market size was valued at USD 71.14 billion in 2024 and is expected to reach USD 119.51 billion by 2032.
- North America Denim Market: The North America denim market size was valued at USD 45.08 billion in 2024 and is expected to reach USD 70.24 billion by 2032. The North American jeans market was approximately USD 18 billion in 2023.
- Global Fashion Accessories Market: The global fashion accessories market size was estimated at USD 798.81 billion in 2024 and is projected to reach USD 1.25 trillion by 2030. Another source valued it at USD 1.14 trillion in 2025 and projected it to reach USD 2.23 trillion by 2034.
- North America Fashion Accessories Market: The North America fashion accessories market is projected to reach a revenue of USD 440.80 billion by 2030. North America accounted for 35.5% of the global fashion accessories market in 2023.
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PVH Corp. (PVH) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives, primarily centered around its "PVH+ Plan." This multi-year roadmap focuses on leveraging its core brands, digital capabilities, and market expansion.
The key drivers of future revenue growth for PVH include:
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Product Innovation and "Hero Products": PVH aims to invigorate its core brands, Calvin Klein and Tommy Hilfiger, by developing "best hero products" in key growth categories and expanding successful franchises. This strategy includes launching innovative products and collaborations, such as the successful Calvin Klein Icon Cotton Stretch line.
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Digital and Direct-to-Consumer (DTC) Channel Expansion: The company is accelerating its digital growth and building a comprehensive distribution strategy, with a strong focus on its direct-to-consumer channels, which include e-commerce and company-operated stores. PVH projects a compounded annual growth rate (CAGR) of over 20% for its digital channels and anticipates direct-to-consumer brick-and-mortar sales to outpace wholesale.
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Targeted Geographic Expansion: PVH is strategically expanding its presence across key global markets. This includes prioritizing international growth, with notable success and focus on the Americas, EMEA (Europe, Middle East, and Africa), and particularly the Asia-Pacific region, which is expected to see mid-teens CAGR.
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Enhanced Consumer Engagement and Brand Building for Calvin Klein and Tommy Hilfiger: A central element of the PVH+ Plan is to create 360-degree consumer engagement around its "hero products" by partnering with leading creators and implementing impactful marketing campaigns. The goal is to elevate Calvin Klein and Tommy Hilfiger into premier global lifestyle brands, thereby increasing brand desirability and consumer loyalty.
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Share Repurchases
- PVH announced its intention to enter into Accelerated Share Repurchase (ASR) agreements to repurchase $500 million of its common stock in March 2025.
- The company subsequently entered into these $500 million ASR agreements in April 2025, with an initial delivery of approximately 4.6 million shares.
- In the first nine months of 2025, PVH repurchased a total of 7.7 million shares for $561 million.
- As of February 2, 2025, $1.8 billion remained available under an existing $5.0 billion stock repurchase authorization, which is authorized through July 30, 2028.
Outbound Investments
- PVH has been strategically bringing a significant portion of product categories, previously licensed to G-III Apparel Group, Ltd., in-house to gain greater brand control.
- The company is directing capital towards its "PVH+ Plan," a multi-year strategy focused on accelerating the growth of its Calvin Klein and Tommy Hilfiger brands, including investments in digital and direct-to-consumer channels.
Capital Expenditures
- PVH's capital expenditures averaged $214.8 million annually from fiscal years ending January 2021 to 2025.
- Approximately $200 million in capital expenditures were planned for 2025, with a primary focus on IT infrastructure and distribution network capabilities.
- The company is making investments in brand-building initiatives, flagship store openings, product innovation, and expanding omnichannel, data analytics, AI-enabled merchandising, and direct-to-consumer capabilities.
Peer Outperformance in Apparel, Accessories & Luxury Goods
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -14.6% | 32.4% | 41.0% | CVSA 246% · GHC 109% · LRN 107% |
| Homebuilding | 17 | 2.8% | 29.0% | 29.7% | PHM 175% · TOL 159% · GRBK 150% |
| Automotive Retail | 17 | -4.5% | 18.3% | 11.3% | MUSA 209% · PAG 115% · ORLY 111% |
| Hotels, Resorts & Cruise Lines | 21 | 19.1% | 65.4% | 7.0% | RCL 250% · MAR 159% · HLT 147% |
| Home Improvement Retail | 5 | -4.8% | 4.3% | 5.3% | HD 6% · LOW 5% · FND -62% |
| Home Furnishings | 3 | 3.8% | 76.0% | -1.2% | SGI 50% · MHK -15% |
| Footwear | 9 | 75.5% | 83.0% | -15.7% | DECK 23% · SHOO -11% · CROX -16% |
| Restaurants | 36 | 1.5% | -3.8% | -24.2% | EAT 363% · CAKE 158% · TXRH 110% |
| Computer & Electronics Retail | 3 | 32.8% | 80.3% | -24.5% | BBY -3% · GME -53% |
| Specialized Consumer Services | 10 | -12.1% | 33.3% | -25.5% | FTDR 168% · HRB 146% · ADT 24% |
| Distributors | 4 | -6.7% | -16.6% | -26.0% | ARMK 96% · GPC 4% · POOL -56% |
| Leisure Products | 14 | -18.0% | -5.2% | -34.4% | GOLF 51% · HAS 50% · BC -14% |
| Leisure Facilities | 12 | 16.8% | 5.3% | -39.5% | OSW 160% · LTH 143% · PLNT -37% |
| Household Appliances | 18 | 36.3% | 16.7% | -40.3% | WHR -82% |
| Broadline Retail | 12 | -4.4% | 16.3% | -45.7% | EBAY 76% · AMZN 47% · OLLI 24% |
| Apparel Retail | 27 | -5.5% | 2.6% | -48.8% | ANF 223% · VSXY 110% · TJX 104% |
| Automotive Parts & Equipment | 37 | -13.5% | -25.6% | -48.8% | GTX 197% · PATK 64% · ALV 41% |
| Casinos & Gaming | 21 | -25.1% | -16.3% | -51.8% | RRR 22% · BYD 19% · LVS 3% |
| Apparel, Accessories & Luxury Goods ← | 29 | 14.6% | 20.9% | -53.7% | TPR 255% · RL 225% · KTB 59% |
| Other Specialty Retail | 25 | -5.3% | -10.5% | -57.7% | ULTA 65% · ASO 53% · ARHS 26% |
| Automobile Manufacturers | 8 | -57.1% | -43.4% | -70.5% | GM 54% · TSLA -12% · F -12% |
| Consumer Electronics | 11 | -31.6% | -31.4% | -80.5% | GRMN 122% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| The Bear Case: How PVH Behaves During Market Shocks | 06/05/2026 | |
| PVH Earnings Notes | 12/29/2026 | |
| How Does PVH Stock Stack Up Against Its Peers? | 08/13/2025 | |
| Better Bet Than PVH Stock: Pay Less Than PVH To Get More From CHTR, IBKR | 08/12/2025 | |
| Better Bet Than PVH Stock: Pay Less Than PVH To Get More From TMHC, TNL | 08/12/2025 | |
| PVH Dip Buy Analysis | 07/10/2025 | |
| PVH Market Price | 04/02/2025 | |
| ARTICLES | ||
| Stress Testing PVH: Historical Drawdowns and Macro Risks | 06/05/2026 | |
| Market Movers | Winners: PVH, AVAH, GWRE | Losers: PVH, AVAH, GWRE | 01/14/2026 | |
| Can PVH Stock Rise 13% To Its Pre-Inflation Shock Highs? | 07/11/2024 | |
| PVH Stock Down 15% Over Last Week. What’s Happening? | 09/07/2022 | |
| Can PVH Stock Rebound After Falling 15% In A Month? | 05/24/2022 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 56.42 |
| Mkt Cap | 8.4 |
| Rev LTM | 8,366 |
| Op Inc LTM | 753 |
| FCF LTM | 679 |
| FCF 3Y Avg | 605 |
| CFO LTM | 864 |
| CFO 3Y Avg | 800 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.1% |
| Rev Chg 3Y Avg | 1.3% |
| Rev Chg Q | 0.5% |
| QoQ Delta Rev Chg LTM | 0.1% |
| Op Inc Chg LTM | 21.2% |
| Op Inc Chg 3Y Avg | 21.2% |
| Op Mgn LTM | 9.9% |
| Op Mgn 3Y Avg | 9.5% |
| QoQ Delta Op Mgn LTM | 0.7% |
| CFO/Rev LTM | 11.3% |
| CFO/Rev 3Y Avg | 10.9% |
| FCF/Rev LTM | 8.8% |
| FCF/Rev 3Y Avg | 8.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 8.4 |
| P/S | 1.1 |
| P/Op Inc | 12.6 |
| P/EBIT | 13.6 |
| P/E | 15.7 |
| P/CFO | 10.0 |
| Total Yield | 6.9% |
| Dividend Yield | 1.1% |
| FCF Yield 3Y Avg | 7.4% |
| D/E | 0.4 |
| Net D/E | 0.4 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 18.0% |
| 3M Rtn | -0.9% |
| 6M Rtn | 4.0% |
| 12M Rtn | 17.4% |
| 3Y Rtn | 54.1% |
| 1M Excs Rtn | 23.0% |
| 3M Excs Rtn | 5.3% |
| 6M Excs Rtn | 4.3% |
| 12M Excs Rtn | 9.8% |
| 3Y Excs Rtn | -0.3% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Europe, the Middle East and Africa (EMEA) | 4,274 | 4,064 | 4,317 | |
| Americas | 2,740 | 2,586 | 2,856 | |
| Asia-Pacific (APAC) | 1,516 | 1,576 | 1,602 | |
| Licensing | 421 | 428 | 443 | |
| Calvin Klein International | 2,353 | |||
| Calvin Klein North America | 1,430 | |||
| Heritage Brands Wholesale | 583 | |||
| Tommy Hilfiger International | 3,365 | |||
| Tommy Hilfiger North America | 1,293 | |||
| Total | 8,950 | 8,653 | 9,218 | 9,024 |
| $ Mil | 2008 | 2007 | 2005 | 2003 | 2002 |
|---|---|---|---|---|---|
| Calvin Licensing and Design | 129 | 125 | 57 | ||
| Wholesale Sportswear and Related products | 83 | 86 | |||
| Wholesale Dress Shirt | 77 | 36 | |||
| Retail Apparel and Related Products | 59 | 62 | |||
| Retail Footwear and Related Products | 23 | 21 | |||
| Apparel & Footwear | 106 | ||||
| Apparel | 73 | 45 | |||
| Footwear | 21 | 20 | |||
| Total | 370 | 330 | 163 | 95 | 65 |
| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Tommy Hilfiger International | 4,475 | 4,668 | 4,875 | 4,913 |
| Calvin Klein International | 2,997 | 3,005 | 3,100 | 3,164 |
| Calvin Klein North America | 1,383 | 1,355 | 1,527 | 1,610 |
| Tommy Hilfiger North America | 1,219 | 1,185 | 1,296 | 1,410 |
| Corporate | 832 | 823 | 559 | 880 |
| Heritage Brands Wholesale | 127 | 137 | 410 | 420 |
| Total | 11,033 | 11,173 | 11,768 | 12,397 |
Price Behavior
| Market Price | $89.95 | |
| Market Cap ($ Bil) | 4.1 | |
| First Trading Date | 07/10/1987 | |
| Distance from 52W High | -8.9% | |
| 50 Days | 200 Days | |
| DMA Price | $79.44 | $78.31 |
| DMA Trend | up | up |
| Distance from DMA | 13.2% | 14.9% |
| 3M | 1YR | |
| Volatility | 40.9% | 47.3% |
| Downside Capture | 27.35 | 94.26 |
| Upside Capture | 52.16 | 102.29 |
| Correlation (S&P 500) | 30.4% | 31.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.17 | 0.33 | 0.52 | 0.87 | 1.07 | 1.30 |
| Up Beta | -4.87 | -0.61 | -0.21 | 0.76 | 1.22 | 1.51 |
| Down Beta | 0.48 | 0.40 | 0.17 | 0.99 | 1.01 | 1.02 |
| Up Capture | 161% | 119% | 87% | 71% | 104% | 171% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 15 | 27 | 35 | 69 | 127 | 379 |
| Down Capture | -166% | -52% | 71% | 91% | 100% | 108% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 7 | 16 | 29 | 57 | 123 | 371 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PVH | |
|---|---|---|---|---|
| PVH | 15.7% | 47.3% | 0.46 | - |
| Sector ETF (XLY) | -1.9% | 19.8% | -0.22 | 43.4% |
| Equity (SPY) | 9.5% | 13.6% | 0.40 | 31.5% |
| Gold (GLD) | 1.6% | 28.7% | 0.05 | 8.1% |
| Commodities (DBC) | 38.4% | 21.2% | 1.42 | -23.9% |
| Real Estate (VNQ) | 11.3% | 14.2% | 0.51 | 35.4% |
| Bitcoin (BTCUSD) | -27.2% | 43.6% | -0.61 | 11.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PVH | |
|---|---|---|---|---|
| PVH | -3.7% | 47.4% | 0.08 | - |
| Sector ETF (XLY) | 4.0% | 24.2% | 0.12 | 55.6% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 51.7% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 5.3% |
| Commodities (DBC) | 8.1% | 19.6% | 0.30 | 2.5% |
| Real Estate (VNQ) | 1.3% | 18.9% | -0.04 | 42.2% |
| Bitcoin (BTCUSD) | 4.0% | 51.6% | 0.26 | 27.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PVH | |
|---|---|---|---|---|
| PVH | -1.4% | 49.3% | 0.16 | - |
| Sector ETF (XLY) | 12.8% | 22.3% | 0.52 | 57.2% |
| Equity (SPY) | 15.0% | 18.0% | 0.70 | 55.2% |
| Gold (GLD) | 11.9% | 16.5% | 0.59 | 1.4% |
| Commodities (DBC) | 7.5% | 18.1% | 0.33 | 16.3% |
| Real Estate (VNQ) | 5.9% | 20.7% | 0.24 | 48.5% |
| Bitcoin (BTCUSD) | 60.0% | 66.3% | 1.00 | 17.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 11/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/2/2026 | 0.2% | -4.1% | 4.5% |
| 6/3/2026 | -20.2% | -20.1% | -21.6% |
| 3/31/2026 | 9.7% | 25.4% | 31.1% |
| 12/3/2025 | 3.3% | -10.2% | -19.3% |
| 8/26/2025 | -0.9% | 3.5% | 4.0% |
| 6/4/2025 | -18.0% | -18.6% | -8.6% |
| 3/31/2025 | 18.2% | 2.1% | 6.7% |
| 12/4/2024 | 1.1% | -2.1% | -5.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 10 | 10 |
| # Negative | 9 | 14 | 14 |
| Median Positive | 3.3% | 7.0% | 11.1% |
| Median Negative | -9.5% | -5.8% | -10.8% |
| Max Positive | 20.0% | 25.4% | 36.9% |
| Max Negative | -22.2% | -21.8% | -26.0% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/2/2026 | 0.2% | -4.1% | 4.5% |
| 6/3/2026 | -20.2% | -20.1% | -21.6% |
| 3/31/2026 | 9.7% | 25.4% | 31.1% |
| 12/3/2025 | 3.3% | -10.2% | -19.3% |
| 8/26/2025 | -0.9% | 3.5% | 4.0% |
| 6/4/2025 | -18.0% | -18.6% | -8.6% |
| 3/31/2025 | 18.2% | 2.1% | 6.7% |
| 12/4/2024 | 1.1% | -2.1% | -5.5% |
| 8/27/2024 | -6.4% | -7.5% | -6.6% |
| 6/4/2024 | 3.8% | -1.2% | -13.0% |
| 4/1/2024 | -22.2% | -21.8% | -22.1% |
| 11/29/2023 | 1.6% | 15.4% | 36.9% |
| 8/29/2023 | 1.9% | -1.1% | -6.9% |
| 5/31/2023 | -9.5% | -0.6% | -1.2% |
| 3/27/2023 | 20.0% | 20.8% | 12.9% |
| 11/30/2022 | 3.5% | 10.4% | 9.2% |
| 8/30/2022 | -10.5% | -10.1% | -26.0% |
| 6/1/2022 | 1.9% | -0.6% | -20.1% |
| 3/29/2022 | -6.5% | -16.8% | -15.4% |
| 12/1/2021 | -1.6% | -2.2% | -0.6% |
| 8/31/2021 | 15.1% | 3.6% | -1.9% |
| 6/2/2021 | 1.1% | 1.3% | 0.4% |
| 3/30/2021 | 5.6% | 2.8% | 13.9% |
| 12/2/2020 | 1.8% | 12.1% | 14.8% |
| SUMMARY STATS | |||
| # Positive | 15 | 10 | 10 |
| # Negative | 9 | 14 | 14 |
| Median Positive | 3.3% | 7.0% | 11.1% |
| Median Negative | -9.5% | -5.8% | -10.8% |
| Max Positive | 20.0% | 25.4% | 36.9% |
| Max Negative | -22.2% | -21.8% | -26.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 09/02/2026 | 10-Q |
| 04/30/2026 | 06/05/2026 | 10-Q |
| 01/31/2026 | 03/31/2026 | 10-K |
| 10/31/2025 | 12/08/2025 | 10-Q |
| 07/31/2025 | 09/05/2025 | 10-Q |
| 04/30/2025 | 06/04/2025 | 10-Q |
| 01/31/2025 | 04/01/2025 | 10-K |
| 10/31/2024 | 12/09/2024 | 10-Q |
| 07/31/2024 | 09/09/2024 | 10-Q |
| 04/30/2024 | 06/12/2024 | 10-Q |
| 01/31/2024 | 04/02/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/07/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/28/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 09/02/2026 | 10-Q |
| 04/30/2026 | 06/05/2026 | 10-Q |
| 01/31/2026 | 03/31/2026 | 10-K |
| 10/31/2025 | 12/08/2025 | 10-Q |
| 07/31/2025 | 09/05/2025 | 10-Q |
| 04/30/2025 | 06/04/2025 | 10-Q |
| 01/31/2025 | 04/01/2025 | 10-K |
| 10/31/2024 | 12/09/2024 | 10-Q |
| 07/31/2024 | 09/09/2024 | 10-Q |
| 04/30/2024 | 06/12/2024 | 10-Q |
| 01/31/2024 | 04/02/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/07/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/28/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| 07/31/2022 | 09/08/2022 | 10-Q |
| 04/30/2022 | 06/09/2022 | 10-Q |
| 01/31/2022 | 03/30/2022 | 10-K |
| 10/31/2021 | 12/08/2021 | 10-Q |
| 07/31/2021 | 09/09/2021 | 10-Q |
| 04/30/2021 | 06/10/2021 | 10-Q |
| 01/31/2021 | 03/31/2021 | 10-K |
| 10/31/2020 | 12/10/2020 | 10-Q |
| 07/31/2020 | 09/10/2020 | 10-Q |
| 04/30/2020 | 06/11/2020 | 10-Q |
| 01/31/2020 | 04/01/2020 | 10-K |
| 10/31/2019 | 12/09/2019 | 10-Q |
Recent Forward Guidance
Updated 10/26/2026Latest: Q2 2026 Earnings Reported 9/2/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | Reported | |||||||
| Q3 2026 Operating Margin | Reported | 7.5% | -2.0% | Lower New | Guidance: 9.5% for Q2 2026 | |||
| Q3 2026 Net Interest Expense | Reported | 18.00 Mil | 0 | Same New | Guidance: 18.00 Mil for Q2 2026 | |||
| Q3 2026 Effective Tax Rate | Reported | 22.0% | 0 | Same New | Guidance: 22.0% for Q2 2026 | |||
| Q3 2026 EPS | Reported | 2.5 | 2.58 | 2.65 | -15.6% | Lower New | Guidance: 3.05 for Q2 2026 | |
| 2026 Revenue | Reported | |||||||
| 2026 Operating Margin | Reported | 8.8% | 0 | Affirmed | Guidance: 8.8% for 2026 | |||
| 2026 Net Interest Expense | Reported | 70.00 Mil | -6.7% | Lowered | Guidance: 75.00 Mil for 2026 | |||
| 2026 Effective Tax Rate | Reported | 22.0% | 22.5% | 23.0% | 0 | Affirmed | Guidance: 22.5% for 2026 | |
| 2026 EPS | Reported | 11.8 | 11.95 | 12.1 | 0 | Affirmed | Guidance: 11.95 for 2026 | |
| 2026 Share Repurchases | Reported | 300.00 Mil | 0 | Affirmed | Guidance: 300.00 Mil for 2026 | |||
Prior: Q1 2026 Earnings Reported 6/3/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue Growth | Reported | -4.0% | -3.5% | |||||
| Q2 2026 Operating Margin | Reported | 9.5% | ||||||
| Q2 2026 Net Interest Expense | Reported | 18.00 Mil | ||||||
| Q2 2026 Effective Tax Rate | Reported | 22.0% | ||||||
| Q2 2026 EPS | Reported | 3 | 3.05 | |||||
| 2026 Operating Margin | Reported | 8.8% | 0.0% | Affirmed | Guidance: 8.8% for 2026 | |||
| 2026 Net Interest Expense | Reported | 75.00 Mil | ||||||
| 2026 Effective Tax Rate | Reported | 22.0% | 22.5% | |||||
| 2026 EPS | Reported | 11.8 | 11.95 | 0.0% | Affirmed | Guidance: 11.95 for 2026 | ||
| 2026 Share Repurchases | Reported | 300.00 Mil | 0.0% | Affirmed | Guidance: 300.00 Mil for 2026 | |||
Insider Activity
Updated 10/19/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Larsson, Stefan | Chief Executive Officer | Direct | Buy | 9112026 | 70.53 | 14,179 | 1,000,001 | 24,676,415 | Form |
| 2 | Fischer, Mark D | EVP, General Counsel & Sec. | Direct | Sell | 4172026 | 93.80 | 4,739 | 444,500 | 1,906,313 | Form |
| 3 | Fischer, Mark D | EVP, General Counsel & Sec. | Direct | Sell | 4172026 | 90.00 | 2,200 | 198,000 | 2,255,670 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Larsson, Stefan | Chief Executive Officer | Direct | Buy | 9112026 | 70.53 | 14,179 | 1,000,001 | 24,676,415 | Form |
| 2 | Fischer, Mark D | EVP, General Counsel & Sec. | Direct | Sell | 4172026 | 93.80 | 4,739 | 444,500 | 1,906,313 | Form |
| 3 | Fischer, Mark D | EVP, General Counsel & Sec. | Direct | Sell | 4172026 | 90.00 | 2,200 | 198,000 | 2,255,670 | Form |
Investor Activity (13F)
Updated Nov 8, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
PVH — Investor Video Playlist
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Apparel, Accessories & Luxury Goods Resources |
| Vogue Business |
| Jing Daily |
| Luxury Daily |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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