It has been about a month since the last earnings report for PVH (PVH) . Shares have added about 0.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is PVH due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. PVH Q4 Earnings Beat Estimates, Revenues Flat Y/Y PVH Corp. rep ...

In the latest trading session, PVH (PVH) closed at $106.78, marking a +0.44% move from the previous day. The stock's change was more than the S&P 500's daily loss of 0.88%. On the other hand, the Dow registered a gain of 0.56%, and the technology-centric Nasdaq decreased by 2.05%. Heading into today, shares of the owner of the Calvin Klein and Tommy Hilfiger brands had lost 22.94% over the past month, lagging the Consumer Discretionary sector's loss of 5.74% and the S&P 500's loss of 2.57% in that time. Mar ...

PVH (PVH) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this owner of the Calvin Klein and Tommy Hilfiger brands have returned -23%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Textile - Apparel industry, which PVH falls in, has lost 17.7%. The key question now is: What could be the stock's future direct ...

PVH (PVH) closed the most recent trading day at $106.33, moving +0.7% from the previous trading session. This move outpaced the S&P 500's daily loss of 1.2%. Meanwhile, the Dow experienced a drop of 0.65%, and the technology-dominated Nasdaq saw a decrease of 1.79%. The owner of the Calvin Klein and Tommy Hilfiger brands's stock has dropped by 19.35% in the past month, falling short of the Consumer Discretionary sector's loss of 4.46% and the S&P 500's loss of 0.85%. Market participants will be closely foll ...

Key Points PVH Corp is the owner, manufacturer and distributor of Calvin Klein and Tommy Hilfiger brand apparel and accessories. PVH Corp.’s Q4 2023 gross margins improved by 440 bps as inventory levels fell 21% YoY. Wholesale customers like Macy's took a cautious approach as they dealt with an inventory glut, causing wholesale channel revenues to fall 10% YoY. 5 stocks we like better than PVH PVH Corp NYSE: PVH is a global apparel company best known for its Calvin Klein and Tommy Hilfiger brand clothing, a ...

PVH公司业绩表现 - PVH公司在第四季度取得了双重胜利，但给出了较弱的业绩指引[3] - 公司的营收略有下降，但非GAAP净收入却大幅增长[3] - PVH公司的业绩表现超过分析师的预期[4] 未来展望 - 公司给出的未来指引不及预期，预计今年营收将下降6%至7%[5] - 多家分析师迅速调低了对PVH公司的股价目标[6]

Zacks Rank系统 - Zacks Rank系统专注于盈利预期和预期修订，以找到获胜股票[1] 价值投资 - 价值投资是一种被广泛喜爱的趋势，寻找被市场低估的公司[2] PVH股票 - PVH是一只备受关注的股票，目前具有Zacks Rank 2（买入）和价值评级A[4] - PVH的P/E比率为11.52，低于行业平均值12.87[4] - PVH的PEG比率为0.73，低于行业平均值1.30[5] - PVH的P/S比率为0.7，低于行业平均值0.78[6] - PVH的P/CF比率为10.24，低于行业平均值26.37[7] - PVH被认为目前被低估，是市场上最强的价值股之一[9]

PVH公司第四季度财报 - PVH公司在第四季度财报中超过了预期[2] - 公司第四季度营收为$2.49亿，略高于预期$2.42亿[3] - 批发收入下降10%，直销收入增长9%，库存下降21%，毛利率从55.9%增至60.3%[4] PVH公司2024年展望 - PVH公司预计2024年营收将下降6%至7%[7] - 公司计划停止在某些第三方数字平台上销售，重点放在顶级批发合作伙伴上[8] - PVH公司预计2024年每股收益为$10.75至$11，低于市场预期$12.08[9] - PVH股票的市盈率仅为10，但公司的指导显示PVH+计划将需要更长时间才能产生效果[10]

PVH业绩预测 - PVH预测2024年每股收益将在10.75至11美元之间，比预期低出1美元以上，销售额预计下降6%至7%[4] 欧洲市场影响 - 欧洲市场需求放缓和批发买家谨慎采购将对PVH今年的业绩产生负面影响[3],[5] 行业波动 - PVH发布的低于预期的业绩指引导致高端零售行业出现波动，其他公司股价也受到影响[1],[2]

业绩总结 - PVH公司2023年第四季度实现了双位数增长的自营电子商务和高一位数增长的门店销售[10] - 全年收入增长2%，在常货币下增长1%，包括高一位数的直销增长[11] - 全年扩大了140个基点的毛利率，EBIT增长9%，EPS增长近20%[11] - 公司成功回购了约5.5亿美元的股票[12] - 公司在全球各地和各个品类实现了强劲的D2C增长[13] 品牌业绩 - Calvin品牌在2023年推动了比历史上任何时候都更多的消费者参与度[14] - Tommy品牌在2023年的直销业务增长强劲，达到了预期以上的强劲增长[25] 区域业绩 - 公司在欧洲市场取得了良好的业绩，业务规模比2019年增长了20%以上[16] - 公司在亚洲市场实现了双位数的常货币收入增长[17] 财务数据 - 公司在2023年第四季度实现了营收与去年持平，但利润显著增长，EBIT达到3.01亿美元，比去年增长40%[48] - 公司第四季度每股非通用会计净收益为3.72美元，比去年增长超过50%[49] - 公司第四季度自由现金流超过7亿美元，库存较去年减少21%[50] 未来展望 - 公司2024年将继续推动北美利润改善，亚太地区强劲增长，欧洲销售质量提升，以及提高效率以支持未来增长[63] - 全年整体营收预计将在报告和恒定货币基础上较2023年下降6%至7%[64] - 预计每股收益范围为10.75至11美元，较2023年增长低个位数[64]