Fashion conglomerate PVH (NYSE: PVH) will be reporting results this Tuesday after the bell. Here’s what you need to know.
PVH beat analysts’ revenue expectations last quarter, reporting revenues of $2.29 billion, up 1.7% year on year. It was a mixed quarter for the company, with a decent beat of analysts’ adjusted operating income estimates but EPS guidance for next quarter missing analysts’ expectations.
Is PVH a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting PVH’s revenue to grow 2.6% year on year, a reversal from the 4.8% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. PVH rarely misses Wall Street’s revenue estimates.
Looking at PVH’s peers in the consumer discretionary - apparel and accessories segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Figs delivered year-on-year revenue growth of 33%, beating analysts’ expectations by 21.8%, and ThredUp reported revenues up 18.5%, topping estimates by 3.3%. Figs traded up 23.9% following the results while ThredUp was down 23.4%.
Read our full analysis of Figs’s results here and ThredUp’s results here.
Late 2025's AI disruption anxiety drove a defensive rotation, but by spring 2026 the US-Iran conflict had become the dominant story, proving that markets rarely dwell on one narrative for long. While some of the consumer discretionary - apparel and accessories stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.5% on average over the last month. PVH is down 1.4% during the same time and is heading into earnings with an average analyst price target of $93 (compared to the current share price of $65.67).
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