PVH Corp. (PVH)
NYSEConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-11-04
$92.28-5.16%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-11-04
QuarterlyIQ Insights · PVH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -59.4% |
| Our one-year growth estimate | diamond | 1.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 60.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 3 industry peers
PVH — dividend update
Dated 2026-10-28
Other Events. The Executive Committee of the Board of Directors of PVH Corp. (the “Company”) declared on October 28, 2026 a quarterly cash dividend of $0.0375 per share on the Company’s common stock. The dividend is payable on December 16, 2026 to stockholders of record on November 25, 2026. A press release announcing the dividend is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Why it matters: PVH reaffirmed flat full-year revenue and $11.80 to $12.10 in non-GAAP EPS. The Q3 report will test that outlook.
Watch forPVH reports Q3 revenue and EPS in line with its outlook, and keeps its full-year revenue and EPS ranges.
Also watch forPVH cuts its full-year revenue outlook below flat or EPS outlook below $11.80.
Why it matters: DTC was flat in Q2, after growing 6% in Q1. A return to growth would support the brand and channel plan.
Supportive ifQ3 DTC revenue grows year over year, with digital commerce also above 4% growth.
Worry ifQ3 DTC revenue falls year over year, or digital commerce growth turns negative.
Why it matters: Management set a 2026 goal of at least $300 million in share buybacks. The first-half report showed no purchases.
Supportive ifPVH reports at least $300 million of share buybacks for 2026 by its year-end report.
Worry ifPVH reports less than $300 million of 2026 buybacks, or no further purchases after the first half.
Why it matters: EMEA revenue fell 6% in Q2. Management tied the drop to weak demand and lower wholesale sales.
Worry ifQ3 EMEA revenue falls more than 6% year over year.
Less concerning ifQ3 EMEA revenue decline is less than 6%, or revenue grows year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$180 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $406 loss on $10,000 · 4.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,066 loss on $10,000 · 30.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.