PVH

PVH's DTC and digital momentum, cost savings and reaffirmed outlook support its long-term case despite macro and tariff risks.

PVH Corp. (PVH) Q2 2027 Earnings Call Transcript

PVH Corp. (PVH) remains a buy, trading at ~7x ex-tariff earnings with strong buyback support and improving fundamentals despite sluggish sales growth. Q2 earnings exceeded expectations, driven by a $1.80/share tariff refund; core margin improvement was modest but positive amid sector headwinds. Asia outperformed with 3% sales growth, while EMEA lagged due to Middle East conflict and Europe's energy pressures; Americas showed resilience.

PVH's Q2 earnings surge on tariff refunds and lower product costs, while digital growth and disciplined spending support its fiscal 2026 outlook.

PVH NYSE: PVH reported second-quarter 2026 revenue and profit that met or exceeded its guidance, as direct-to-consumer and e-commerce strength in the Americas and Asia-Pacific helped offset continued weakness in European wholesale markets.

The headline numbers for PVH (PVH) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

NEW YORK--(BUSINESS WIRE)--PVH Corp. [NYSE: PVH] today reported its 2026 second quarter results and reaffirmed its 2026 outlook. Stefan Larsson, Chief Executive Officer, commented, “In the second quarter, we delivered revenue in line with our guidance and profitability exceeding expectations, reflecting our disciplined execution of the PVH+ Plan across our two iconic brands, Calvin Klein and TOMMY HILFIGER. We continued to build momentum in DTC, with growth in both Americas and APAC and improve.

AMSTERDAM--(BUSINESS WIRE)--Tommy Hilfiger, which is part of PVH Corp. [NYSE: PVH], announces the Fall 2026 campaign, starring Travis Kelce, global icon at the intersection of sport, style and entertainment, as he steps into Tommy's New York as guest in residence at The Plaza Hotel. Having lived at the legendary address for more than a decade, Tommy opens the doors to a world where culture and creativity naturally meet, and chance encounters become part of a story that could only happen in New.

Besides Wall Street's top-and-bottom-line estimates for PVH (PVH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.

Next week brings another wave of key economic data ahead of the Federal Reserve's Sept.