Added to YB: 2025-09-01
Pitch date: 2025-06-30
PVH [neutral]
PVH Corp.
+10.08%
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
$3.7B
Pitch Price
$68.38
Price Target
N/A
Dividend
0.19%
EV/EBITDA
4.87
P/E
8.79
EV/Sales
0.89
Sector
Textiles, Apparel and Luxury Goods
Category
value
FPA Queens Road Small Cap Value Fund Portfolio Holding: PVH Corp.
PVH (holding update): Owns Tommy Hilfiger & Calvin Klein globally; Europe drives most earnings w/ 'almost luxury' positioning & high single-digit organic growth. CEO Larsson revitalized US ops, improved margins. FY25 rev down 2% on weak consumer & EU inventory cleanup. China risk (15% profits) from 'Unreliable Entity' listing. Trades 6x trailing P/E despite strong FCF & buybacks.
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