Research Alert: Pvh Results Better Than Feared

07:25 AM EDT, 04/01/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

PVH announced Q4 EPS of $3.27 vs. $3.72, $0.06 above consensus estimates on revenues of $2.37B vs. $2.49B and $38M above estimates. By brand, Tommy Hilfiger revenues declined 5% and Calvin Klein decreased 2% (both were impacted by an extra week in the year prior). Constant currency sales increased 1% at Calvin Klein and declined 3% at Tommy Hilfiger. Q4 gross margin compressed 210 bps Y/Y to 58.2% due to increased promotional activity, unfavorable channel mix, and higher freight costs. PVH announced a new $500M accelerated share buyback program and expects to use it all in 2025. PVH expects revenues to be flat or up slightly in 2025 with EPS between $12.40 and $12.75. Even with a 16% increase pre-market, shares currently trade at 6x the mid point of its guidance and provides a great entry point for shares. The company has two brands that continue to resonate with consumers and is returning capital to shareholders while honing in on its operating efficiencies.

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