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PVH Corp. rides Calvin Klein and Tommy Hilfiger strength, but tariffs and margin pressure may weigh on Q4 fiscal 2025 results.

PVH Corp. faces margin pressure from tariffs and macro risks, but shares are now attractively valued at ~7x forward earnings. European sales weakness and inflationary risks from the Iran war pose significant headwinds, particularly for PVH's international exposure. Guidance for the upcoming year is likely to be cautious, with a wide EPS range ($9.00–$11.25) reflecting commodity price uncertainty.

G-III Apparel Group remains pressured by PVH license losses, tariffs, and deleveraged SG&A, with Q4 sales down 8% YoY. I maintain a Hold rating as valuation at 12x forward earnings does not sufficiently compensate for execution risk and ongoing headwinds. Owned brands like DKNY and Karl Lagerfeld show scale and growth, but cannot yet offset PVH revenue declines; FY27 guidance implies further challenges.

NEW YORK--(BUSINESS WIRE)--PVH Corp. (NYSE: PVH) today announced that it will release its fourth quarter and year-end 2025 earnings results on Tuesday, March 31, 2026, after the market closes. PVH will sponsor a conference call on Wednesday, April 1, 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 cal.

PVH advances its strategy with stronger Calvin Klein and Tommy Hilfiger focus and innovations to enhance design, demand planning and consumer engagement.

NEW YORK--(BUSINESS WIRE)--Calvin Klein Inc. announces the launch of its Spring 2026 denim campaign starring global brand ambassador Jung Kook.

We believe Fabrinet will be a compounder for many years, and we continue to hold a position. We like InterDigital 's long-term prospects but began trimming the Fund's position this year on valuation. We are pleased with UGI Corp's improved financial position, green shoots at Amerigas and the upgrade to UGI's long-term EPS growth rate announced during fiscal Q4 earnings.