Feed / PVH

PVH Corp.

PVH

Consumer Cyclical · 69.28 +1.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

PVH Corp.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

P/E139.6xlatest annual facts
Revenue YoY+3.4%2026-02-01
Operating margin2.6%-6.3 pts YoY
Company+1.1% todayVolume comparison unavailable
Market group0 of 2 activeSpecialty Retail · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • PVH's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if PVH's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Apparel Manufacturing

No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PVH's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements37
Verified relationships0
Evidence supporting the case
  • Operating cash flow covered net income at 26.89x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -6.3 percentage points in the latest annual period.
  • Net margin changed -6.6 percentage points in the latest annual period.
Questions before a position
  • P/E is 601% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 58% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

69.28
6m+13.5%12m-15.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-30$9.2B+28.4%$13.25+1.0%
2023-01-29$9.0B-1.4%$3.03-7.9%
2024-02-04$9.2B+2.1%$10.76-6.8%
2025-02-02$8.7B-6.1%$10.56-8.1%
2026-02-01$9.0B+3.4%$0.52-14.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 1 filings
F-32 The carrying amounts and the fair values of the Company’s cash and cash equivalents, short-term borrowings and long-term debt were as follows: 2025 2024 (In millions) Carrying Amount Fair Value Carrying Amount Fair Value Cash and cash equivalents $ 701.5…
10-K · Mar 31, 2026
Customer concentrationnegative · 1 filings
F-49 Revenue by Distribution Channel The Company’s revenue by distribution channel was as follows: (In millions) 2025 (1) 2024 (1) 2023 (1) Wholesale revenue $ 4,406.8 $ 4,130.9 $ 4,577.7 Owned and operated retail stores 3,350.5 3,348.9 3,399.8 Owned and oper…
10-K · Mar 31, 2026
Macroeconomic conditionsnegative · 1 filings
The impairments were non-operational and driven primarily by a significant increase in discount rates, as a result of then-current economic conditions.
10-K · Mar 31, 2026
Pricing and mixnegative · 1 filings
In addition, consumer spending has been, and may continue to be, negatively impacted by reduced earnings power resulting from inflationary and other macroeconomic pressures, which has resulted, and may continue to result in, lower sales of our products, incre…
10-K · Mar 31, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.4× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

69.28+1.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for PVH. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for PVH. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind PVH

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

PVH is currently a Leader in the organic co-movement group Specialty Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.