Added to YB: 2026-02-16
Pitch date: 2026-02-10
PVH [neutral]
PVH Corp.
+26.58%
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
$68.50
Price Target
N/A
Dividend
0.19%
EV/EBITDA
4.31
P/E
154.40
EV/Sales
0.82
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, strong in Europe w/ high single-digit organic growth pre-Covid. CEO Larsson revitalized US ops, boosted margins. Rev flat last 4Q on weak consumer spending & inventory cleanup. China risk (15% profits) from 'Unreliable Entity' list + tariff concerns. Globally diversified sales/sourcing, prodigious FCF for buybacks. Cheap at ~6x trailing P/E.
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