PVH Corp. (PVH)
NYSEConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-11-05
$92.28-5.16%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-11-05
QuarterlyIQ Insights · PVH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-11-04.
The screen ranks PVH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
As part of our ongoing PVH+ Plan execution, we remain focused on cost discipline and continue to strengthen our data- and demand-driven operating model, driving efficiency and 1 productivity, while c…
Stated in 3 of 3 supplied quarters. Management reported: “As part of our ongoing PVH+ Plan execution, we remain focused on cost discipline and continue to strengthen our data- and demand-driven operating model, driving efficiency and 1 productivity, while continuing high-value, brand-accretive investments, including stepped-up year-over-year marketing in the third quarter, to support the long-term growth of Calvin Klein and TOMMY HILFIGER ."” “◦ Operating margin: Reaffirms outlook of approximately 8.8% on a non-GAAP basis.”
“As part of our ongoing PVH+ Plan execution, we remain focused on cost discipline and continue to strengthen our data- and demand-driven operating model, driving efficiency and 1 productivity, while c…”
“The Company continues to take a disciplined approach to managing expenses, driving cost efficiencies while making these targeted investments to drive its strategic initiatives.”
“The Company continues to take a disciplined approach to managing expenses, driving cost efficiencies while making targeted investments to drive its strategic initiatives.”
The Company currently expects to repurchase at least $300 million of shares of its common stock for the full year 2026.
Stated in 3 of 3 supplied quarters. Management reported: “The Company currently expects to repurchase at least $300 million of shares of its common stock for the full year 2026.” “Outlook includes: ▪ an estimated net negative impact related to the tariffs for goods coming into the U.S., including a gross impact of approximately $3.30 per share and a partially offsetting impact of planned mitigation actions ▪ an estimated positive impact of approximately $0.30 per share related to foreign currency translation • Completed over $560 million stock repurchases during 2025, principally through accelerated share repurchase agreements, and planning at least $300 million stock repurchases in 2026.”
We remain intensely focused on executing the PVH+ Plan, further strengthening product, consumer engagement and the marketplace experience.
Stated in 3 of 3 supplied quarters. Management reported: “Stefan Larsson, Chief Executive Officer, commented, “In the second quarter, we delivered revenue in line with our guidance and profitability exceeding expectations, reflecting our disciplined execution of the PVH+ Plan across our two iconic brands, Calvin Klein and TOMMY HILFIGER .” “We remain intensely focused on executing the PVH+ Plan, further strengthening product, consumer engagement and the marketplace experience.”
“We remain intensely focused on executing the PVH+ Plan, further strengthening product, consumer engagement and the marketplace experience.”
Stefan Larsson, Chief Executive Officer, commented, “In the second quarter, we delivered revenue in line with our guidance and profitability exceeding expectations, reflecting our disciplined executi…
Centralize processes and improve systems and automation to make work more efficient and cost-effective across the organization.
Over the trailing year it converted 3.17x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3629).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
25 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-05.
“The Company currently expects to repurchase at least $300 million of shares of its common stock for the full year 2026.”
“The Company currently expects to repurchase at least $300 million of shares of its common stock for the full year 2026.”
“Outlook includes: ▪ an estimated net negative impact related to the tariffs for goods coming into the U.S., including a gross impact of approximately $3.30 per share and a partially offsetting impact…”
“Stefan Larsson, Chief Executive Officer, commented, “We delivered on our plan and commitments in the first quarter, reflecting our disciplined PVH+ Plan execution and the consumer momentum we are bui…”
“Stefan Larsson, Chief Executive Officer, commented, “We delivered a strong fourth quarter and finish to the year, driven by the strength of our two iconic global brands, Calvin Klein and TOMMY HILFIG…”