Added to YB: 2025-05-26
Pitch date: 2025-05-01
PVH [neutral]
PVH Corp.
-0.24%
current return
Author Info
No bio for this author
Company Info
PVH Corp., together with its subsidiaries, operates as an apparel company in the United States and internationally.
Market Cap
$3.1B
Pitch Price
$69.84
Price Target
N/A
Dividend
0.22%
EV/EBITDA
4.63
P/E
10.27
EV/Sales
0.82
Sector
Textiles, Apparel and Luxury Goods
Category
value
FPA Queens Road Small Cap Value Fund Added On Portfolio Holding: PVH Corp.
PVH (increased position): Tommy Hilfiger/Calvin Klein owner, 'almost luxury' in Europe (high single-digit growth w/ pricing power). CEO Larsson revitalizing US ops. Rev -2% YoY amid consumer weakness. China risks (15% of profits) after 'Unreliable Entity' listing. Globally diversified sales/sourcing, active buybacks. Adding at cheap 6x trailing earnings.
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