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PVH Corp. (PVH)

- NYSE
  • Sep. 8, 2013, 5:35 PM
  • Aug. 28, 2013, 10:50 AM
    • Retail traffic to U.S. stores has declined in 8 out of the last 10 weeks, according to data compiled from ShopperTrak.
    • Though a few on-trend firms such as Michael Kors (KORS +0.1%) and Express (EXPR +8.5%) are still firing on all cylinders, and a heat wave in the Midwest has had an effect, the overall trend for the back-to-school season and holiday season looks weak.
    • Analysts also think consumers are likely to pick up their reliance on deals as discretionary spending on housing and automobiles "crowds out" normal outlays.
    • Related ETFs: XRT, RTH, PMR, RETL.
    • Related stocks: APP, AEO, ANF, AZO, BBBY, BBY, BJ, CHS, COH, COST, DG, FDO, FL, GPS, HD, JCP, JNY, JWN, KSS, LTD, LULU, M, NDN, ODP, ORLY, PIR, RGS, RL, SKS, SPLS, TGT, TIF, TJX, UA, UNFI, URBN, VFC, WMT, WRC, ZLC.
    | 1 Comment
  • Aug. 12, 2013, 12:02 PM
    • Goldman's Lindsay Drucker Mann resumes TIF, RL at Neutral, PVH at Buy.
    • Tiffany & Company (TIF +0.1%) is resumed at Neutral (six-month PT $84) as optimism regarding a "compelling long-term earnings runway ... is tempered by near-term earnings headwinds, including currency and an early-stage US turnaround effort."
    • Ralph Lauren (RL -0.8%) is resumed at Neutral (six-month PT $205). The retailer has delivered "consistent top-line and EPS growth" for a decade against a "backdrop ... loaded with fashion and execution risk."
    • Phillips Van Heusen (PVH +2%) is resumed at Buy (PT $165). The company has built "a portfolio of global reaching, scale brands [and] has proven itself superior to mature apparel peers in delivering shareholder value via organic and acquisitive growth."
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  • Jun. 13, 2013, 9:11 AM
    Premarket gainers: BLC +27%. GCI +27%. SWY +21%. SPRD +17%. MY +11%. PVH +9%. TVL +8%.
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  • Jun. 12, 2013, 5:30 PM
    After-hours top gainers, as of 5:15 p.m.: SWY +30%. SPRD +25%. PVH +7%. PSMI +6%. SVU +6%.
    After-hours top losers: SIGM -8%. QCOR -7%. SQNM -5%. ECYT -3%. VLCCF -3%.
    | 3 Comments
  • Jun. 12, 2013, 4:41 PM
    More on PVH's Q1: Non-GAAP EPS comes in well ahead of both company and Street estimates. Revenue jumps 36% Y/Y due to the acquisition of Warnaco and gains at Tommy Hilfiger. On a segment-by-segment basis, comps growth was 4% and 5% for Calvin Klein North America and International, respectively, 5% and 4% for Tommy Hilfiger North America and International, and -7% for Heritage Brands. FY13 guidance reiterated at $7/share on $8.2B in sales. Shares +7.4% AH. (PR)
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  • Jun. 12, 2013, 4:12 PM
    PVH (PVH): Q1 EPS of $1.91 beats by $0.56. Revenue of $1.94B beats by $0.03B. (PR)
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  • Jun. 12, 2013, 12:10 AM
    Notable earnings after Wednesday’s close: FIVE, HRB, MW, PVH, SIGM
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  • Jun. 11, 2013, 5:35 PM
    Notable earnings after Wednesday’s close: FIVE, HRB, MW, PVH, SIGM
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  • Jun. 10, 2013, 7:39 AM
    A slight acceleration in retail sales in China during May up to a 12.9% growth pace bodes well for high-end sellers looking to keep up momentum in the nation. U.S. firms looking for double-digit sales growth to continue in China include Coach (COH), Tiffany (TIF), Ralph Lauren (RL), Michael Kors (KORS), V.F. Corp (VFC), and Warnaco Group (WRC).
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  • Apr. 15, 2013, 1:29 PM
    The LVMH read-through to luxury stocks: The LVMH report is consistent with the latest batch of retail sales data from China which indicates solid growth is still out there - but just not at the frothy levels of years past. An important trend to watch is that demand in Europe is getting considerable support from the steady string of tourists pouring in from China which magnifies the impact that Chinese consumers have on the sector.
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  • Apr. 15, 2013, 6:52 AM
    China retail sales rose 12.6% Y/Y in Q1 to 5.5451T yuan ($887.22B), according to government data. The pace of growth was a slight improvement over last month's mark and slightly beat estimates but a crackdown on corruption appears to be having an impact on luxury spending and could affect companies in the sector. On watch: EL, RL, COH, KORS, WRC, LVMHF.PK, GUCG.PK.
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  • Mar. 28, 2013, 10:41 AM
    PVH Corp. (PVH -4.1%) trades lower after beating profit estimates with its Q4 report (I, II) but issuing guidance on the soft side. Retail analyst Rahul Sharma says despite the guidance cut the retailer is showing impressive QTD sales trends in North America and Europe.
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  • Mar. 27, 2013, 5:49 PM
    After-hours top gainers, as of 5:15 p.m.: GBX +3%. GNW +3%. LCC +3%. MATX +1.4%. SU +1.1%.
    After-hours top losers: ARRY -12%. RHT -9%. FIVE -7%. ESI -6%. PVH -5%.
    | Comment!
  • Mar. 27, 2013, 5:43 PM
    More on PVH (PVH): Q4 beats on both EPS and revenue, driven by higher profit across virtually all its business lines. The stock is down in the post-session however, as the company issues mixed guidance for the coming year and current quarter. For 2013, it now projects revenue to be about $8.2B and EPS at $7 per share. The Street is at $7.66B in revenue and earnings of $7.42 per share. For Q1, the company is looking for an EPS of $1.33 versus analysts estimates for $1.52, on sales of $1.90B versus the $1.85B Street estimate. Shares -4.7% AH.
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  • Mar. 27, 2013, 5:09 PM
    PVH (PVH): Q4 EPS of $1.60 beats by $0.10. Revenue of $1.64B beats by $0.04B. Shares -5.2% AH. (PR)
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Company Description
PVH Corp is an apparel company, which designs and markets branded dress shirts, neckwear, sportswear and, to a lesser extent, footwear and other related products.