Calvin Klein parent PVH Corp (NYSE:PVH) joined today's flood of retail earnings, announcing its secondquarter report after the close yesterday. And though the company boasted strong results, with earnings of $3.01 per share beating analyst estimates of $2.28 and revenue of $2.07 billion representing a small beat, disappointing third-quarter and full-year guidance is weighing as international sales decrease. In response, a handful of analysts lowered their price targets, including Wells Fargo to $130 and Eve ...

文章核心观点 - 公司二季度收入同比下降6%,主要受到国际销售疲软的影响,尤其是中国和澳大利亚市场 [1][4][5] - 公司预计全年收入将下降6%-7% [4] - 公司计划通过成本控制和提高盈利能力来应对挑战,并上调了全年每股收益指引 [6] 公司业绩分析 - 公司二季度收入为20.7亿美元,符合分析师预期 [3] - 净利润为1.58亿美元,超出预期 [3] - 北美市场Tommy Hilfiger和Calvin Klein品牌销售增长1% [5] - 国际市场销售下降4%,主要受到中国和澳大利亚市场的拖累 [5] - 公司预计第三季度销售将下降6%-7%,每股收益将从去年同期的2.66美元下降至2.30美元 [6] 股价表现 - 公司股价在盘前交易中下跌9%,年初至今已下跌近15% [7]

PVH (PVH) reported $2.07 billion in revenue for the quarter ended July 2024, representing a year-over-year decline of 6%. EPS of $3.01 for the same period compares to $1.98 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $2.07 billion, representing a surprise of +0.29%. The company delivered an EPS surprise of +32.60%, with the consensus EPS estimate being $2.27. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectat ...

PVH (PVH) came out with quarterly earnings of $3.01 per share, beating the Zacks Consensus Estimate of $2.27 per share. This compares to earnings of $1.98 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 32.60%. A quarter ago, it was expected that this owner of the Calvin Klein and Tommy Hilfiger brands would post earnings of $2.14 per share when it actually produced earnings of $2.45, delivering a surprise of 14.49%. Over the ...

财务业绩 - 第二季度收入为20.74亿美元，同比下降6%（按固定汇率计算下降5%），符合指引下降6%至7%（按固定汇率计算下降5%至6%）[1] - 非GAAP基础每股收益为3.01美元，超出约2.25美元的指引[1] - 第二季度总收入为20.74亿美元，同比下降6.0%[28] - 毛利为12.46亿美元，毛利率为60.0%[28] - 销售、一般及管理费用为10.83亿美元，同比下降4.8%[28] - 税前利润为1.55亿美元，同比增长29.3%[28] - 净利润为1.58亿美元，同比增长67.8%[28] - 每股摊薄净收益为2.80美元，同比增长86.7%[28] - 剔除一次性项目影响后,每股摊薄净收益为3.01美元[31] - 前六个月总收入为40.26亿美元，同比下降7.7%[28] - 前六个月净利润为3.09亿美元，同比增长34.4%[28] - 剔除一次性项目影响后,前六个月每股摊薄净收益为5.45美元[31] - 公司本季度净收入为1.58亿美元，同比增长67.8%[1] - 公司本季度非GAAP净收入为1.702亿美元，同比增长36.8%[1] - 公司本季度每股摊薄非GAAP净收益为3.01美元，同比增长52.0%[1] - 公司本季度营业利润为1.739亿美元，同比增长21.4%[2] - 公司本季度非GAAP营业利润为1.892亿美元，同比增长3.8%[2] - 公司本季度销售及一般管理费用为10.833亿美元，同比下降5.1%[3] - 公司本季度非GAAP销售及一般管理费用为10.68亿美元，同比下降2.8%[3] - 公司本季度其他收益为1000万美元，主要来自于Heritage Brands intimates业务交易收益[4] - 公司本季度非GAAP所得税费用为-10万美元，同比下降100.3%[5] - 公司本半年度净收入为3.094亿美元，同比增长34.3%[1] 分部业绩 - 公司总收入为40.26亿美元，同比下降7.7%[50] - 汤米·希尔费格品牌总收入为21.07亿美元，同比下降6.9%[50] - 卡尔文·克莱恩品牌总收入为18.17亿美元，同比下降0.6%[50] - 汤米·希尔费格北美地区收入为6.20亿美元，同比增长1.3%[50] - 汤米·希尔费格国际地区收入为14.87亿美元，同比下降10.0%[50] - 卡尔文·克莱恩北美地区收入为6.04亿美元，同比增长2.5%[50] - 卡尔文·克莱恩国际地区收入为12.13亿美元，同比下降2.0%[50] - 传统品牌批发业务收入为1.02亿美元，同比下降62.6%[50] 业绩指引 - 全年收入预计下降6%至7%（按固定汇率计算下降6%至7%），其中包括出售Heritage Brands女性内衣业务导致的2%下降和2023年第53周的1%下降[13] - 全年GAAP基础营业利润率预计约为9.8%，低于之前的约10.1%，主要由于预计在2024年发生的重组费用[13] - 全年非GAAP基础每股收益预计为11.55美元至11.80美元，高于之前的11.00美元至11.25美元，主要由于有利的税务结算[14] - 第三季度收入预计下降6%至7%（按固定汇率计算下降7%至8%），其中包括出售Heritage Brands女性内衣业务导致的2%下降[16] - 第三季度GAAP基础每股收益预计约为2.30美元，非GAAP基础每股收益预计约为2.50美元[16] - 公司2024财年第三季度和全年的非GAAP业绩指引[59] - 公司2024财年第三季度和全年的GAAP业绩指引[59] - 公司2024财年第三季度和全年的收入指引,包括汇率影响和不含汇率影响的常汇率收入指引[61][62] - 公司2024财年的营业利润率指引,包括GAAP和非GAAP[60] 其他 - 公司提供常汇率收入信息的目的和方法[53] - 公司2024财年第二季度和全年的分部业绩情况[52] - 公司2024财年第二季度和全年的分部收入情况,包括汇率影响[54] - 公司2024财年第二季度和全年的非GAAP调整项目[56][57][58] - 公司2024财年第二季度和全年的GAAP和非GAAP净收益及每股收益情况[63]

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PVH Corp. PVH, the clothing company that owns brands such as Tommy Hilfiger and Calvin Klein, will release earnings results for its second quarter, after the closing bell on Tuesday, Aug. 27. Analysts expect the New York-based company, which also owns Warner's, Olga and True & Co., to report quarterly earnings at $2.29 per share. That's up from $1.98 per share in the year-ago period. PVH is projected to post revenue of $2.07 billion, according to data from Benzinga Pro. On Aug. 7, PVH declared a quarterly c ...

olaser Soon after my last article on the Tommy Hilfiger and Calvin Klein brands' owner PVH Corp. (NYSE:PVH), its stock price fell off a cliff following its final quarter (Q4 2023) and full-year 2023 (year ending January 2024) results (see chart below). The results themselves weren't bad compared with expectations. But there was a very good reason for the price decline. The outlook, as the company expected the number to contract by 6-7% in 2024 in both reported and constant currency terms. With a 10% year-on ...

PVH Corp. PVH, the clothing company that owns brands such as Tommy Hilfiger and Calvin Klein, will release earnings results for its second quarter, after the closing bell on Tuesday, Aug. 27. Analysts expect the New York-based company, which also owns Warner's, Olga and True & Co., to report quarterly earnings at $2.29 per share. That's up from $1.98 per share in the year-ago period. PVH is projected to post revenue of $2.07 billion, according to data from Benzinga Pro. With the recent buzz around PVH, some ...

Analysts on Wall Street project that PVH (PVH) will announce quarterly earnings of $2.27 per share in its forthcoming report, representing an increase of 14.7% year over year. Revenues are projected to reach $2.07 billion, declining 6.3% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Prior to a company's earnings release ...