PVH

PVH Corporation PVH is likely to post a year-over-year increase in its top line when it reports first-quarter fiscal 2026 results on June 3, after market close. The Zacks Consensus Estimate for quarterly revenues is pegged at $2 billion, indicating a rise of 0.7% from the prior-year number.Although the consensus estimate for earnings has increased a penny to $1.80 per share, the metric indicates a decrease of about 22% year over year.In the last reported quarter, the company delivered an earnings surprise of 15.8%. It has a trailing four-quarter earnings surprise of 14.2%, on average. PVH Corp.’s quarterly results are expected to reflect continued benefits from its diversified global brand portfolio and the ongoing execution of the PVH+ Plan. The company is witnessing strength across its two flagship brands, Calvin Klein and Tommy Hilfiger, driven by product innovation, improving direct-to-consumer (DTC) performance in key markets and successful global marketing campaigns. The Zacks Consensus Estimate for DTC revenues is pegged at $84 million for the quarter under review.The company is focused on strengthening its core brands by enhancing brand desirability, expanding product innovation and improving marketplace execution. The Zacks Consensus Estimate for Calvin Klein and Tommy Hilfiger brands’ revenues is pegged at $914 million and $1.062 billion, respectively, showing year-over-year increases of 3.2% and 1.3%. PVH’s strategy of innovation and product expansion, with continued focus on core categories such as underwear, denim and apparel, appears encouraging.PVH is also accelerating its shift toward a more consumer-centric and data-driven operating model. Investments in digital capabilities and analytics are enabling the company to better understand consumer behavior, enhance engagement and improve retention. This is complemented by strong growth in DTC channels, including both e-commerce and physical retail, where PVH is focused on elevating the consumer experience and increasing average unit retail. Such factors position PVH to witness improved top-line results in the quarter under review.However, PVH has been operating in an uneven global consumer landscape. On its last earnings call, management anticipated the tariffs currently in place to have an overall net negative impact on earnings in fiscal 2026. Tariffs are likely to weigh heavily on the year-ove...

Wall Street expects a year-over-year decline in earnings on higher revenues when Lululemon (LULU) reports results for the quarter ended April 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 4. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This athletic apparel maker is expected to post quarterly earnings of $1.67 per share in its upcoming report, which represents a year-over-year change of -35.8%. Revenues are expected to be $2.43 billion, up 2.6% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.45% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is signific...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. PVH (PVH) is heading into a closely watched June 3 earnings report, with Wall Street expecting earnings to decline year over year while revenue rises, along with fresh leadership changes across key regional and global roles. See our latest analysis for PVH. PVH’s recent leadership reshuffle and the upcoming June 3 earnings update arrive after a sharp 90 day share price return of 37.19% and a more modest 1 year total shareholder return of 11.29%. This suggests momentum has picked up in the short term even as longer term gains remain more restrained. If these moves have you thinking beyond a single apparel stock, it could be a good moment to scan the market for other consumer focused brands with clear leadership stories using the 20 top founder-led companies With PVH trading at US$96.20, which is only about 4% below the average analyst price target and is flagged with a large intrinsic discount estimate, investors may ask whether there is still mispricing or if the stock price already reflects expectations for future growth. PVH's most followed narrative sets a fair value of $138.72, well above the last close at $96.20. This frames a wide valuation gap that is described as being driven by execution assumptions rather than aggressive growth bets. Read the complete narrative. Want to see what sits behind that fair value gap? The narrative highlights expectations for faster earnings growth, thicker margins and a future multiple that is still presented as trailing many premium brands. Result: Fair Value of $138.72 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the bullish case still hinges on PVH containing tariff driven margin pressure and on the company avoiding further weakness in Asia Pacific, especially China. Find out about the key risks to this PVH narrative. With both risks and rewards in play, do you feel the balance suits your style, or could it shift quickly enough to change your view? Take a moment to check the 3 key rewards and 3 important warning signs If PVH sits on your watchlist, do not stop there. Broaden your opportunity set with a few focused stock ideas built from clear, data driven filters. Target value first and see...

lululemon athletica inc. LULU is likely to witness a bottom-line decline when it reports first-quarter fiscal 2026 results on Jun. 4, after market close. The Zacks Consensus Estimate for fiscal first-quarter revenues is pegged at $2.4 billion, indicating 2.6% growth from the year-ago quarter's reported figure.The consensus estimate for the company's fiscal first-quarter earnings is pegged at $1.67 per share, suggesting a 35.8% decline from the year-ago quarter’s actual. Earnings estimates have moved down by a penny in the past seven days.The Vancouver-based company has been reporting steady earnings outcomes, as evident from its bottom-line surprise trends in the past several quarters. lululemon has a trailing four-quarter earnings surprise of 7.9%, on average. Given its positive record, the question is, can LULU maintain the momentum? Our proven model does not conclusively predict an earnings beat for LULU this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.lululemon has an Earnings ESP of -6.40% and a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. lululemon continues to benefit from the progress with its Power of Three X2 growth strategy. The plan focuses on three key growth drivers — product innovation, guest experience and market expansion. LULU is expected to deliver solid revenue growth in the fiscal first quarter through product innovation, enhanced guest experience and aggressive international expansion under the plan.International markets, led by Mainland China, continue to post outsized growth, while the men’s category is gaining share. Digital investments are strengthening the omnichannel ecosystem and disciplined store expansion is supporting brand visibility. On the last reported quarter’s earnings call, the company noted that trends in Mainland China have been strong in the first quarter of fiscal 2026, driven by a shift of the Chinese New Year into the quarter.On the last reported quarter’s earnings call, the company continued to make steady progress in executing its action plan, with a clear emphasis on improving the sales quality in North America by driving a higher mix of full-pr...

Wall Street expects a year-over-year decline in earnings on higher revenues when PVH (PVH) reports results for the quarter ended April 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on June 3, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This owner of the Calvin Klein and Tommy Hilfiger brands is expected to post quarterly earnings of $1.80 per share in its upcoming report, which represents a year-over-year change of -21.7%. Revenues are expected to be $2 billion, up 0.7% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 3.93% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power i...

NEW YORK, May 18, 2026--(BUSINESS WIRE)--PVH Corp. (NYSE: PVH) today announced that it will release its first quarter 2026 earnings results on Wednesday, June 3, 2026, after the market closes. PVH will sponsor a conference call on Thursday, June 4, 2026, beginning at 9:00 A.M. Eastern Time, hosted by Stefan Larsson, Chief Executive Officer, and Melissa Stone, Interim Chief Financial Officer and Executive Vice President, Global Financial Planning & Analysis, to discuss the results. The call will be broadcast live over the Internet. A link will be available on the Company’s website, www.pvh.com, under the Investors section. For those who are unable to listen to the live broadcast, the webcast replay will remain available after the call on PVH’s website. About PVH Corp. PVH is one of the world’s largest fashion companies, driven by its two iconic brands, Calvin Klein and TOMMY HILFIGER. For more than 140 years, PVH has connected with and inspired consumers globally and now operates in more than 40 countries worldwide. For more information, visit https://www.pvh.com. Follow us on Instagram and LinkedIn. The webcast and conference call will consist of copyrighted material and may not be recorded, reproduced, retransmitted, rebroadcast, downloaded or otherwise used without PVH's express written permission. The information made available on the webcast and conference call will contain certain forward-looking statements that reflect PVH’s view of future events and financial performance as of Wednesday, June 3, 2026. All such forward-looking statements are subject to risks and uncertainties indicated from time to time in the Company’s SEC filings. Therefore, the Company’s future results of operations could differ materially from historical results or current expectations, as more fully discussed in its SEC filings. The Company does not undertake any obligation to update publicly any forward-looking statement, including, without limitation, any estimate regarding revenue or earnings. The information made available also will include certain non-GAAP financial measures, as defined under SEC rules. A reconciliation of these measures will be included in the Company’s earnings release, which will be posted on the Company’s website, www.pvh.com, and included in the Company’s current report on Form 8-K to be furnished to the SEC in advance of the webcast and conference call....

Ralph Lauren Corporation RL is set to report fourth-quarter fiscal 2026 results results on May 21, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.84 billion, which indicates an increase of 8.3% from the year-ago quarter’s figure.The consensus estimate for earnings is pegged at $2.50 per share, which indicates growth of 10.1% from the year-earlier actual. The consensus mark for earnings has moved up a penny in the past seven days.In the last reported quarter, the company’s bottom line surpassed the Zacks Consensus Estimate by 7.2%. Ralph Lauren has a trailing four-quarter earnings surprise of 9.7%, on average. Ralph Lauren’s quarterly performance is likely to have reflected gains from its strong brand recognition, broad product portfolio and expanding e-commerce operations, all of which have helped strengthen its position. The company’s expanding store network, along with continued investments in innovation and AI integration, highlights its efforts to stay competitive in the rapidly evolving retail landscape and drive growth.The company’s “Next Great Chapter” initiative has strategically positioned it for success. This initiative aims to bolster the company’s core business and prepare it to seize market opportunities. Ralph Lauren has been experiencing growth in its digital and omnichannel business, significantly increasing customer acquisition and loyalty. Retail and wholesale divisions have been the key pillars, with flagship stores, premium distribution and partnerships expected to have boosted comparable store sales (comps). The Zacks Consensus Estimate for comps growth stands at 10.5% for the quarter. The consensus mark for RL’s retail and wholesale revenues stands at $1.2 billion and $633 million, respectively, up 9.1% and 5% year over year. It is making significant progress through investments in mobile, omnichannel and fulfillment. The company’s digital strength enables the brand to deepen engagement and expand its reach globally. Digital sales represent a growing share of total revenues, supported by continuous investments in personalization, enhanced mobile capabilities and integrated loyalty programs designed to connect with younger and more diverse consumers. Such positives are expected to reflect in its top and bottom-line results in the quarter under review. On the flip side, management had been cautious on the No...

V.F. Corporation VFC is likely to register a year-over-year top-line decline when it posts fourth-quarter fiscal 2026 results on May 20, before the opening bell. The Zacks Consensus Estimate for quarterly revenues is pegged at $2.13 billion, indicating a 0.7% dip from the prior-year quarter’s figure. The consensus estimate for earnings is pegged at a loss of a penny per share, which compares favorably with the year-ago quarter’s loss of 13 cents a share. The metric has been stable in the past 30 days. V.F. Corp. delivered an earnings surprise of 34.9% in the last reported quarter. In the trailing four quarters, the company’s earnings beat the Zacks Consensus Estimate by 25.9%. V.F. Corp.’s quarterly results are likely to reflect several headwinds, including persistent brand-specific and structural challenges. The company’s Vans brand has been under pressure, struggling to adapt to shifting consumer preferences and heightened competition in the casual footwear space. Weak demand in North America and uneven global momentum highlight the brand’s ongoing challenges. The lack of innovation and fresh product cycles has hurt consumer excitement, leaving Vans vulnerable to competition from both lifestyle and performance-oriented footwear brands. Our model predicts Vans' revenues to decline 5.2% year over year in the fourth quarter of fiscal 2026. Additionally, the company is also facing elevated cost pressures, including expenses tied to demand-creation investments, and ongoing restructuring and transformation costs. In addition, limited pricing flexibility in certain brands, particularly Vans, and a still-competitive promotional landscape are constraining margin recovery. Meanwhile, tough macroeconomic headwinds, including tariff pressures, are likely to have had a meaningful negative impact on margins during the quarter. Although pricing actions and sourcing savings are expected to have offset some of the pressures, tariffs remain a significant headwind in the quarter under review. Such factors, along with strategic actions such as value-channel rationalization and store closures, are likely to have weighed on revenues during the to-be-reported quarter. On its last earnings call, management had projected Vans' revenues to decline roughly mid-single digits and adjusted operating income between $10 million and $30 million for the quarter under review. Our model pred...

Wolverine World Wide, Inc. WWW is expected to report an increase in its top and bottom lines year over year when it releases first-quarter 2026 results tomorrow. The Zacks Consensus Estimate of $446.8 million for quarterly revenues suggests a rise of 8.4% from the prior-year quarter’s tally. The consensus estimate for the quarterly bottom line has been stable in the past 30 days at 22 cents per share. The figure indicates an increase of 22.2% from the year-earlier quarter. In the trailing four quarters, this Rockford, MI-based player delivered an earnings surprise of 31.8%, on average. The company beat the Zacks Consensus Estimate by 2.3% in the last reported quarter. Wolverine’s quarterly results are likely to reflect gains from brands, strong execution within its Active portfolio, direct-to-consumer strength, product innovation, premiumization, global expansion and disciplined operational execution. The company has been streamlining its portfolio, investing in high-growth brands and enhancing supply-chain capabilities. The company has been focused on expanding its direct-to-consumer channels, which have become increasingly vital in reaching customers directly and building brand loyalty. Wolverine is also enhancing product assortments through performance-focused footwear innovations, lifestyle offerings and premium product launches designed to capture high-margin demand. The company is intensifying investments behind its largest growth brands, particularly Merrell and Saucony, while continuing to reposition Wolverine and Sweaty Betty for improved profitability and stronger consumer relevance. Additionally, Wolverine is pursuing international expansion opportunities to strengthen its foothold. All the aforesaid efforts are likely to have driven the company’s top and bottom lines in the quarter under review. In its last earnings call, management had projected first-quarter 2026 revenues of $445-$450 million, indicating year-over-year growth of 8.5% at the mid point, or 5.1% on a constant-currency basis. It anticipated the Active Group revenues to have grown in high-single digits year over year in the first quarter. It had expected an adjusted operating margin of 6.6%, up 30 basis points. WWW had guided adjusted EPS of 20-22 cents for the first quarter. The Zacks Consensus Estimate for WWW’s Merrell and Saucony brands’ revenues currently stand at $161 million...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? PVH (PVH), which belongs to the Zacks Textile - Apparel industry, could be a great candidate to consider. When looking at the last two reports, this owner of the Calvin Klein and Tommy Hilfiger brands has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 13.15%, on average, in the last two quarters. For the most recent quarter, PVH was expected to post earnings of $3.3 per share, but it reported $3.82 per share instead, representing a surprise of 15.76%. For the previous quarter, the consensus estimate was $2.56 per share, while it actually produced $2.83 per share, a surprise of 10.55%. With this earnings history in mind, recent estimates have been moving higher for PVH. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. PVH currently has an Earnings ESP of +0.18%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their sh...

A month has gone by since the last earnings report for PVH (PVH). Shares have added about 18.9% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is PVH due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for PVH Corp. before we dive into how investors and analysts have reacted as of late. PVH Corporation posted fourth-quarter fiscal 2025 results, wherein both revenues and earnings topped the Zacks Consensus Estimate. Both metrics also increased year over year. PVH ended 2025 on a strong note, beating expectations in Q4 and delivering growth, buoyed by strength in Calvin Klein and Tommy Hilfiger, and solid execution of its PVH+ Plan. For fiscal 2026, the company is focused on expanding direct-to-consumer sales, strengthening digital channels, boosting brand relevance through impactful marketing and maintaining cost discipline to support steady margins and long-term growth. PVH Corp. reported adjusted earnings of $3.82 per share, up 16.8% from the year-ago quarter's $3.27. The bottom line also surpassed the Zacks Consensus Estimate of earnings of $3.30 per share and the company’s guidance of $3.20-$3.35. The EPS figure included a net negative impact with respect to the higher tariffs for goods coming into the US, with a gross impact of roughly 70 cents per share and a partly offsetting impact of the mitigation efforts and the positive effect of 33 cents per share associated with the foreign currency translations. Revenues jumped 6% year over year (flat at constant currency) to $2.505 billion and beat the consensus mark of $2.419 billion. Direct-to-consumer revenues inched up 1% compared with the prior-year period’s figure (down 3% on a constant-currency basis). Revenues in PVH Corp.’s owned and operated stores were flat, though revenues declined 4% in constant currency, as revenues fell across all the regions. Meanwhile, owned and operated digital commerce grew 5%, and was flat in constant currency, with increases in the Americas and APAC offset by declines in EMEA. Wholesale revenues climbed 11% from the prior-year period (up 4% on a constant-currency basis), buoyed by growth in the Americas, partly offset by decreases in EMEA and APAC. The company’s gros...

NEW YORK, April 29, 2026--(BUSINESS WIRE)--PVH Corp. [NYSE: PVH], announced the Board of Directors of PVH Corp. declared a quarterly cash dividend of $0.0375 per share payable on June 24, 2026 to stockholders of record on June 3, 2026. About PVH Corp. PVH is one of the world’s largest fashion companies, driven by its two iconic brands, Calvin Klein and TOMMY HILFIGER. For more than 140 years, PVH has connected with and inspired consumers globally and now operates in more than 40 countries worldwide. For more information, visit https://www.pvh.com. Follow us on Instagram and LinkedIn. View source version on businesswire.com: https://www.businesswire.com/news/home/20260429368207/en/ Contacts Mark D. Fischer Executive Vice President, General Counsel and Secretary (212) 381-3509