PVH Corp

Ralph Lauren’s merchandise is available through ~13,000 wholesale distribution channels, 501 retail stores, 589 shops-within-shops, and ten websites.

PVH Corporation (PVH) has a market cap of $8.9 billion. It fell by 0.67% to close at $108.82 per share on August 24, 2016.

The company derived 46% of its operating income from the Calvin Klein business in fiscal 2015 compared to 37% in fiscal 2014.

We’ll look at PVH’s operations by geographies. It markets its products in over 100 countries through wholesale partners. It has over 4,700 retail locations.

Last week, the S&P 500 (SPY) fell 2.6% due to a drastic fall in the energy, retail, consumer staples, and financial sectors.

On October 12, VF Corporation’s (VFC) 12-month forward PE (price-to-earnings) ratio was 22.4x.

Though Ralph Lauren (RL) has been having a tough time attracting customers, it has been able to impress investors with its stock market gains.

PVH’s YTD gains have outperformed Hanesbrands’ (HBI) 11%, VF Corporation’s (VFC) 15.5%, Michael Kors’s (KORS) 4%, and Ralph Lauren’s (RL) -7.2% gains.

PVH Corporation’s (PVH) top line is predicted to grow 4.9% YoY (year-over-year) in 2Q17.

VFC is covered by 21 Wall Street analysts. It has received a 2.7 rating on a scale where one is a “strong buy” and five is a “strong sell.”

PVH Corporation (PVH) reported a strong 1Q17 on May 24, 2017, beating analysts’ consensus estimate on both its top and bottom lines.

PVH Corporation (PVH), which reported its 1Q17 results on May 24, 2017, saw its earnings rise 10% YoY (year-over-year) to $1.65 per share.

PVH Corp stock is covered by 16 analysts—63% of the analysts recommended a “buy,” 31% recommended a “hold,” and 6% recommended a “sell.”

VFC stock is currently trading at $56.44, which is ~17.0% below its 52-week high price.

VFC is covered by 23 Wall Street analysts who have a neutral view on the company. Plus, 26% of these analysts recommended a “buy,” 61% recommended a “hold,” and 13% recommended a “sell” on the stock.

For fiscal 2016, VFC’s adjusted earnings per share rose 2% to $3.11. On a constant currency basis, the increase was ~7%.

VF Corporation’s D2C revenues rose 11% YoY, gaining strength from a mid-teen surge in the Outdoor & Action Sports and a low double-digit rise in Jeanswear.

In this part of the series, we’ll look at Wall Street’s recommendation on Hanesbrands (HBI) and discuss Wall Street’s take on the company.

Shares of Hanesbrands (HBI) tumbled 16% on Friday, February 3, as the company posted weaker-than-expected fourth quarter results and lackluster guidance.

RL delivered better-than-expected earnings and in-line revenues, but its EPS fell 18% YoY to $1.86.

PVH Corporation (PVH) has a market cap of $7.5 billion. It fell 1.6% and closed at $93.30 per share on January 26, 2017.

PVH Corporation (PVH) has a market cap of $8.7 billion. It rose 1.9% and closed at $107.99 per share on December 1, 2016.

PVH Corporation (PVH) has a market cap of $8.5 billion. It fell 0.08% to close at $105.94 per share on November 30, 2016.

Hanesbrands updated its 2016 full-year outlook while reporting its third quarter results.

PVH Corporation (PVH) has a market cap of $8.9 billion. It rose 3.6% to close at $110.50 per share on September 30, 2016.

PVH Corporation (PVH) rose 1.3% to close at $108.60 per share during the third week of September 2016.

Among PVH’s (PVH) three segments, Calvin Klein has been the best performer. The brand accounts for more than 37% of the company’s total revenue.

Despite a decline in earnings, Ralph Lauren continues to hold $1.2 billion in cash and short-term investments on its balance sheet.

PVH (PVH) rose by 2.1% to close at $98.63 per share at the end of the third week of June 2016.

PVH Corporation (PVH) has a market cap of $7.8 billion. It fell by 0.58% to close at $96.65 per share on June 10, 2016.

Tommy Hilfiger was acquired by PVH (PVH) in 2010. In fiscal 2015, the Tommy Hilfiger brand accounted for 43.5% of the company’s total revenue and 44% of its operating profit.

Phillips-Van Heusen (PVH) posted $1.9 billion in revenue for fiscal 1Q16. That’s a 2.1% YoY increase on a GAAP basis.

PVH Corp. (PVH) registered a 2.1% year-over-year increase in its top line in fiscal 4Q15, which ended January 31, 2016, to $2.1 billion.

Ralph Lauren has a $1.7 billion capex. Its capex-to-sales ratio of 5.1% (as of March 28, 2015) is among the highest in its fashion and apparel peer group.

Ralph Lauren’s top line has grown by a CAGR of around 9% over the past five fiscal years to reach $7.6 billion in fiscal 2015.

Ralph Lauren’s (RL) advertising programs are created and executed through the company’s in-house creative and advertising organization.

Ralph Lauren earns royalties from licensing the use of its trademarks or the right to operate stores to third parties for apparel, eyewear, and fragrances.

In retail, Ralph Lauren operated 143 Ralph Lauren stores, 64 Club Monaco stores, and 259 factory outlets at the end of fiscal 2015.

Ralph Lauren was founded by Ralph Lauren in 1967 and offers apparel, accessories, home products, and fragrances under several well-known brand names.

Ralph Lauren is the third-largest branded apparel company (by revenue) in the US and has grown at a CAGR of around 9% over the past ten years.

Tommy Hilfiger is one of the world’s leading designer lifestyle brands. PVH reports its business under the North America and International segments.

Calvin Klein in fiscal 3Q15 PVH Corp’s (PVH) Calvin Klein business recorded strong performance despite several macroeconomic headwinds. On a constant-currency basis, revenue was up 7% compared to the third quarter of the previous year. Including the $58 million negative impact of foreign currency translation, the segment’s revenue was down 0.3%. Revenue in the Calvin […]

Calvin Klein’s North American operations had a 2% increase in same-store sales growth. However, the international operations decreased by 4%.

Tommy Hilfiger was founded in 1985. Along with Calvin Klein, it’s one of PVH’s two flagship brands. For 2013, Tommy Hilfiger’s global retail sales were $6.4 billion.

Products sold under the Calvin Klein banner had gross revenue of $7.8 billion in 2013. Of the revenue, PVH reported $2.8 billion.

For fashion and apparel firms, inventory management, or tracking inventory levels, is critical. Inventory levels signify whether products are in demand or not.

At Coach (COH), products are conceptualized by its New York-based design team. The team also directs the design of all Coach products.