PVH Corp.: Upgrade To Buy Given The Better Demand Outlook
PVH(PVH) Seeking Alpha·2024-10-02 20:17
My previous investment thought on PVH Corp. (NYSE: PVH ) (published in April) was a sell rating because of the poor consumer spending environment and the poor headline growth outlook from the self-inflicted 500bps headwind. Indeed, my recommendation was spot on I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My invest ...