PVH Corp. (PVH)

In the past six months, PVH Corp. reported its 2025 fourth-quarter revenue and earnings, which exceeded guidance, leading to a stock increase and a new 52-week high. Analysts raised price targets, and PVH Corp. declared quarterly cash dividends. Insider selling by an EVP was also noted.

PVH Corp. actively manages demand seasonality by connecting planning, buying, and allocation of inventory closer to consumer demand. Its demand planning processes involve analyzing sales trends, market data, and seasonality patterns to create accurate forecasts and optimize inventory levels. PVH also adjusts its marketing mix to capitalize on key consumer moments and expects direct-to-consumer growth across all brands and regions for the full year 2026.

PVH Corp. designs and markets branded apparel, footwear, and accessories, with Calvin Klein and Tommy Hilfiger generating over 80% of its revenue. Calvin Klein offers apparel, underwear, jeans, active-inspired categories, footwear, handbags, accessories, and licensed products. Tommy Hilfiger provides men's, women's, and kids' sportswear, denim, outerwear, footwear, bags, accessories, and licensed categories. PVH also markets products under other owned and licensed brands and integrates wholesale distribution, direct-to-consumer stores, owned e-commerce, and licensing royalties.

PVH Corp. operates in over 40 countries with approximately 28,000 associates worldwide. Its core operating regions are North America, Europe, and Asia Pacific, with further reach through licensees and partners. In fiscal year 2023, PVH generated approximately $9.2 billion in revenue, with over 70% originating outside the United States. The company markets its products in over 100 countries through wholesale partners and operates over 4,700 retail locations.

In the past year, PVH Corp. has focused on enhancing its brand reputation through strategic initiatives and corporate responsibility, including the 'PVH+ Plan' and sustainability commitments. Recent events include the launch of the PVH Foundation's 'Runway Ahead' initiative, Calvin Klein's Mother's Day campaign, Tommy Hilfiger welcoming Travis Kelce as a global brand ambassador, Calvin Klein unveiling its Spring 2026 campaign, collaborations like TOMMY HILFIGER and Cadillac Formula 1® Team unveiling a Miami-inspired fanwear capsule, and a collaboration with OpenAI to accelerate brand-building through AI capabilities.

The ownership of PVH Corp. is predominantly held by institutional investors such as Vanguard Group Inc. and BlackRock, Inc. Institutional investors collectively owned approximately 111.77% of PVH's stock as of May 2025, with mutual funds accounting for a significant portion. Insider ownership represents a smaller portion of PVH stock.