PVH Corp Has Performed Well in 2017
While PVH Corp has done better than most peers in the stock market, the dividend yield offered by its stock is among the lowest in the industry.
Why Analysts Recommend a ‘Buy’ for VFC
Of the 23 analysts covering VF Corporation (VFC) stock on October 12, 74.0% recommended a “buy,” and the remaining 26.0% gave VFC a “hold” rating.
Discussing HanesBrands’ Valuations and Earnings Potential
HanesBrands (HBI) is currently trading at a one-year forward PE multiple of 12.2x.
Kate Spade: Wall Street Says ‘Buy’
The consensus analyst recommendation for Kate Spade’s (KATE) stock is “buy,” which was given by 70.0% of the Wall Street analysts surveyed.
Are Hanesbrands’ Current Valuations Justified?
At its current one-year forward earnings valuations multiple, HBI is operating closer to the lower end of its price-to-earnings range.
How Are PVH’s Valuations Compared to Those of Its Peers?
The analyst community seems to be positive about PVH and sees the potential for further price rises from its level of $94.3 as of March 24, 2016.
How Does G-III Apparel Group Compare to Its Peers?
The price-to-book value ratios of G-III Apparel Group, VF Corporation, Ralph Lauren, PVH, and Genesco are 3.0x, 5.2x, 2.8x, 1.8x, and 1.3x, respectively.
Inside Ralph Lauren’s Key Strengths, Potential Upsides, and Key Risks
Ralph Lauren’s merchandise is available through ~13,000 wholesale distribution channels, 501 retail stores, 589 shops-within-shops, and ten websites.
Why Coach Stock Just Plunged 15%
Coach’s (COH) stock price crashed after it reported its fiscal 4Q17 results on August 15, falling 15% on guidance that fell short of Wall Street expectations.
Can Project Jacquard Revive Premium Denim?
Google and Levi Strauss unveiled a new collaboration. It embeds touch-enabled interactive technology in fabrics. It may revive the denim industry.
PVH Expects Heritage Brands to Show Improvement in 2H16
PVH’s Heritage Brands segment, which includes brands such as Van Heusen, ARROW, Izod, Speedo, Warner’s, and Olga, accounted for 18% of its revenue in 2Q16.
Strong Calvin Klein Performance Boosted PVH’s Fiscal 4Q15 Results
Total revenue for Phillips-Van Heusen’s fiscal 4Q15 stood at $2.1 billion, registering a rise of 2.1% compared to fiscal 4Q14.
Your Quick Overview of Kate Spade’s 2Q16 Results and Stock Market Performance
Kate Spade (KATE) reported weaker-than-expected 2Q16 results on August 3, 2016, recording EPS of $0.11, as compared to the Wall Street estimate of $0.14.
How Did PVH Corporation Perform in 2Q16?
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.
How Calvin Klein Navigated through Tough Macro Conditions
The company derived 46% of its operating income from the Calvin Klein business in fiscal 2015 compared to 37% in fiscal 2014.
Michael Kors Beats 1Q18 Expectations, Raises Guidance
For fiscal 1Q18, Kors’s EPS came in at $0.90, or $0.28 higher than the estimate. Its revenue fell 3.6% YoY to $952 million but still beat the consensus estimate.
Key Events for Consumer Stocks: February 12–16
On February 5, Jefferies upgraded Lowe’s (LOW) to “buy” from “hold” and raised the target price to $129 from $81.
1Q18: Will Michael Kors Post another Weak Quarter?
Michael Kors Holdings Limited (KORS) is slated to report its 1Q18) earnings results on Tuesday, August 8. Here’s what you need to know.
An overview of PVH’s business by geographies
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.
What investors need to know about PVH’s operations
In the apparel industry, operators are focusing on the retail side of their business. Through retail operations, companies generate higher margins.
Revenue Drivers: What’s Putting Pressure on Coach’s Sales?
In fiscal 1Q16, which ended September 26, 2015, Coach (COH) reported a 1% decline in sales to ~$1.0 billion. However, sales rose 3% in constant-currency terms.
Why Wall Street Is Still Positive on PVH Corp.
About 79% of the 19 analysts covering PVH recommend a “buy” for the stock.
This Took a Toll on Gap’s 4Q16 Margins
For fiscal 2016, Gap’s EPS plunged 17% to $2.02 and landed at the upper end of the management’s guidance of $2.01–$2.02.
VF Corporation Reports In-line Earnings, Misses on Revenue
VF Corporation (VFC) reported its results for fiscal 1Q17 on April 28, 2017. It reported in-line earnings but missed on Wall Street’s revenue estimate.
PVH Corp. Outshines Peers in the Stock Market in 2016
On May 19, 2016, PVH Corp.’s stock price increased by ~18% YTD compared to the 1.8% YTD decline of the S&P 500 Apparel and Accessories Index.
Here’s Why Hanesbrands Stock Fell 8.8% after 3Q17 Results
Hanesbrands (HBI) stock fell 8.8% on November 2, 2017, since its fourth-quarter guidance failed to meet market expectations.
Exploring Calvin Klein’s Solid 1Q17
Calvin Klein accounted for 38% of PVH Corporation’s (PVH) 1Q17 top line. The business grew 4.5% YoY (year-over-year) during the quarter after falling 1.4% in 4Q16.
Ralph Lauren: Analysts’ Recommendations and Target Price
For Ralph Lauren, 61% of the analysts recommend a “hold,” 22% recommend a “buy,” and 17% recommend a “sell.”
Hanesbrands Gets a Boost after Credit Suisse and Wells Fargo Upgrade
Today, Credit Suisse and Wells Fargo upgraded Hanesbrands from a “neutral” to an “outperform” rating. Credit Suisse also raised its target price.
Can Coach Design Its Way to Positive Same-Store Sales Growth?
According to Coach, its revamped retail stores in North America were experiencing positive comps. Further, same-store sales in Europe grew at a double-digit pace.
Consumer Sector Wasn’t Impressive in the Last Week of May
Last week, the S&P 500 (SPY) fell 2.6% due to a drastic fall in the energy, retail, consumer staples, and financial sectors.
Levi Strauss Stock Got a Downgrade from Goldman Sachs
Levi Strauss stock fell 4.6% yesterday after Goldman Sachs downgraded it to “sell” from “neutral.”
PVH: Analysts Reacted to Its Q1 Results
Despite PVH’s weak sales and earnings projection for the second quarter, most of the analysts maintained a favorable outlook on the stock.
Why Did PVH Stock Fall ~15%?
PVH (PVH) shares fell ~15% on May 30 following the company’s first-quarter sales miss and fiscal guidance cut on the earnings front.
How Was VF Corporation’s Q3 Bottom Line Performance?
VF Corporation delivered adjusted EPS of $1.31 in the third quarter of fiscal 2019. It beat analysts’ consensus estimate of $1.10 and rose 30.0% YoY.
VF Corporation Stock Surges 12.4% on Strong Q3 2019 Numbers
On January 18, VF Corporation (VFC) stock surged 12.4% after it reported its results for the third quarter of fiscal 2019.
VF Corporation’s PE Ratio Compared to Its Peers
For fiscal 2019 (ending in March), analysts expect VF Corporation’s adjusted EPS to grow 17.2% YoY (year-over-year) to $3.68.
How Hanesbrands’ PE Multiple Stacks Up with Peers
On January 7, Hanesbrands’ (HBI) 12-month forward PE ratio was 7.4x.
What Are Analysts Recommending for Hanesbrands?
Of the 15 analysts covering Hanesbrands (HBI) stock, 40% recommend a “buy.”
What’s Driving VFC’s Revenue in Fiscal 2019?
For fiscal 2019, VFC’s management has projected net revenue to be at least $13.7 billion.
Hanesbrands’ Q3 2018 Bottom Line: Must-Knows
Hanesbrands (HBI) reported its third-quarter results on November 1. Its third-quarter adjusted EPS came in at $0.52.
Analysts’ Estimates for Hanesbrands: Q3 2018 Sales
Wall Street analysts estimate that Hanesbrands (HBI) will report sales of $1.87 billion in the third quarter of 2018, representing 4% growth YoY.
VF Stock Tanks 10.7% despite Robust Q2 2019 Results
On October 19, VF (VFC) stock fell 10.7% after it reported results for the second quarter of fiscal 2019.
How VFC’s Valuation Compares with Peers
On October 12, VF Corporation’s (VFC) 12-month forward PE (price-to-earnings) ratio was 22.4x.
How Has VF’s Stock Performed So Far in 2018?
As of October 12, VF Corporation (VFC) stock has increased 18.1% YTD (year-to-date) to $87.43.
VF Corporation Sells Reef Brand, Streamlines Portfolio
VF Corporation (VFC) plans to sell its Reef brand to The Rockport Group. The company hasn’t revealed the terms of the deal.
PVH’s Margins Continue to Improve in the Second Quarter
PVH (PVH), which reported second-quarter results on August 29, posted 29% YoY (year-over-year) growth in earnings to $2.18 per share.
What’s behind PVH’s Better-than-Expected Top Line?
PVH delivered its eighth straight top-line beat. Its total sales increased 12.7% YoY to $2.33 billion.
PVH Corp.’s Valuations and Stock Performance
PVH Corp.’s (PVH) improving margins and growing sales have been well accepted by investors.
PVH Corp. Ready for Another Quarter of Strong Growth
PVH management is looking for a 10% YoY (year-over-year) rise in the company’s second-quarter total sales.
Analysts Raise Tapestry’s Price Target after Q4 Results
Tapestry’s (TPR) strong fourth-quarter results, which the company released on August 14, were followed by several target price increases from Wall Street.
PVH Rose 2.7% Yesterday on Credit Suisse Price Target Revision
PVH rose 2.7% yesterday after Credit Suisse reaffirmed its “outperform” rating on the company and raised its price target to $185 from $178.
Under Amour Stock : From Worst-Performing to Best-Performing
So far in 2018, Under Armour (UAA) stock has already soared 61%, which is well ahead of the S&P 500 Index at 3.8%.
How Investors Reacted to PVH’s Q1 Results
Investors were pleased with PVH’s (PVH) first-quarter results, reported after the market closed on May 30.
Tommy Hilfiger and Calvin Klein Boost PVH Again in Q1
PVH (PVH), which reported its first-quarter results on May 30, delivered its seventh consecutive top-line beat.
Analyzing Ralph Lauren’s Stock Returns
Ralph Lauren (RL) stock has surged more than 30% in the past year due to the company’s positive earnings surprise.
What to Expect from Ralph Lauren’s 4Q18 Results
Ralph Lauren (RL) is scheduled to report its 4Q18 results on May 23. Wall Street projects a 6.7% YoY decline in Ralph Lauren’s EPS.
A Look at Hanesbrands’ Valuations
Hanesbrands (HBI) is currently among the cheapest apparel stocks, as it’s trading at a one-year forward price-to-earnings ratio of ~10x.
Tommy Hilfiger and Calvin Klein Have Another Outstanding Quarter
Tommy Hilfiger accounted for 46% of PVH’s (PVH) 4Q17 top line, recorded a stellar 22% YoY (year-over-year) growth in sales to $1.1 billion.
PVH Stock Rises after Strong 4Q17 Results and Upbeat Guidance
PVH (PVH) reported strong 4Q17 results on March 28, outperforming earnings expectations for a 15th straight quarter.
What Boosted PVH’s Top Line in 4Q17?
PVH (PVH), which reported its 4Q17 results on March 28, saw its top line increase 18.5% YoY (year-over-year) to $2.5 billion.
PVH Beats 4Q17 Expectations, Issues Upbeat Guidance
Manhattan-based PVH (PVH) reported its 4Q17 results after the market closed on March 28, 2018.
Could PVH’s 4Q17 Be Another Quarter of Margin Improvement?
PVH’s gross margin has improved over the last seven quarters. It increased 180 basis points during the first nine months of 2017.
What Could Drive PVH’s Fiscal 4Q17 Top Line?
PVH (PVH) is expected to close fiscal 2017 on a positive note. Management has projected a 7% growth in fiscal 2017 sales.
Could We See Another Top-Line Beat from PVH?
Robust performances by PVH’s premium brands, Calvin Klein and Tommy Hilfiger, especially in international markets, are behind its growth.
Guess Surpasses Top and Bottom Line Expectations in Fiscal 4Q18
Los Angeles–based Guess (GES) reported its fiscal 4Q18 results on March 21, 2018.
Gap Stock Surges after 4Q17 Earnings Beat
Gap’s stock market performance Gap’s (GPS) impressive 4Q17 results and robust guidance were well received by investors. Following its earnings release on February 28, the company’s stock price surged 7.8% on March 1. The company is now sitting at a slight YTD (year-to-date) profit of 0.1%. It is trading ~5% below its 52-week high. Gap was among […]
Gap’s Profitability Improves Further in 4Q17
Gap beats Wall Street expectations in all quarters of 2017 Gap (GPS), which reported its 4Q17 results on March 1, posted a 19.6% YoY (year-over-year) jump in its adjusted diluted EPS (earnings per share) to $0.61. The company surpassed Wall Street’s expectation of a 13.7% YoY rise to $0.58. The apparel retailer beat expectations in all quarters of […]
Why L Brands Stock Fell after Its 4Q17 Results
Management’s guidance for the next quarter topped investors’ concerns. L Brands announced that it expects to earn $0.15–$0.20 per share in 1Q18.
What Wall Street Thinks of Gap ahead of 4Q17 Results
Eighty percent of the analysts covering Gap are recommending a “hold” for the stock.
Gap Stock: How It’s Been Performing
Gap’s (GPS) deteriorating same-store sales and unimpressive bottom-line performance impacted its stock in 2015 and 2016.
Understanding Guess’s Stock Price Movement and Valuation
Guess is currently trading at a one-year forward PE (price-to-earnings) ratio of 21x. The company has traded cheaper historically.
What’s Behind Gap’s Improving Margins?
While Gap’s profitability has improved in the recent past, the company still has a lower margin than most of its peers.
Tapestry Stock Surges after Strong Fiscal 2Q18 Results
As we’ve discussed throughout this six-part series, Tapestry (TPR) delivered better-than-expected results in fiscal 2Q18. It also raised its full-year earnings guidance.
Analysts’ Actions on Tapestry after Its Fiscal 2Q18 Results
No analysts changed their recommendations on Tapestry (TPR) after its fiscal 2Q18 results. However, a large number of analysts raised their price targets on the company.
After 52-Week High Price, Ralph Lauren Has 14% Downside
Ralph Lauren (RL) is covered by 18 Wall Street analysts. Together, they rate the stock a 3.1 on a scale of 1 (“strong buy”) to 5 (“strong sell”).
Ralph Lauren: Stock Returns and Valuations
Though Ralph Lauren (RL) has been having a tough time attracting customers, it has been able to impress investors with its stock market gains.
More Big News in the Consumer Sector: Last Week Revisited
Ulta Beauty’s (ULTA) 3Q17 revenues came in at ~$1.34 billion, compared with $1.13 billion in 3Q16, missing the analyst estimate by 0.1%.
3Q17 Earnings Overview: Gap Beats on Top and Bottom Lines Once Again
San Francisco–based Gap (GPS) reported its results for 3Q17 on November 16, 2017.
Ralph Lauren’s Target Price Rose after Its 2Q18 Results
According to the latest data compiled by Thomson Reuters, the average target price on Ralph Lauren is $93.19, which reflects an upside of 6%.
Ralph Lauren: Management Revised Its Guidance
Along with its 2Q18 results, Ralph Lauren’s (RL) management raised the lower end of its fiscal 2018 margin guidance and reiterated the sales outlook.
VFC Stock Touches 2-Year High after Its 3Q17 Beat
VFC stock touched its two-year high of $71.94 on October 23 and finally closed 5.4% higher at $69.93.
Strong International Markets, D2C Channel Drive VFC’s 3Q17 Top Line
VF Corporation (VFC) posted total sales of $3.5 billion during 3Q17.
3Q17 Overview: VF Corporation Beats on Earnings, Revenues
VF Corporation (VFC) reported its 3Q17 results on October 23. VFC’s adjusted earnings per share rose 6% year-over-year to $1.23 versus consensus expectations of $1.12.
Why 82% of Wall Street Recommends Holding Ralph Lauren
The New York–based Ralph (RL) is covered by 22 Wall Street analysts. The company is rated a 3.0 with 82% “hold,” 9% “buy,” and 9% “sell” recommendations.
Why PVH Corp. is among the Best-Rated Apparel Stocks
Phillips-Van Heusen Corporation or PVH Corp. (PVH) is among the best-rated apparel stocks. The company is rated a 1.9 on a scale of 1 (strong buy) to 5 (strong sell).
Why Most of Wall Street Recommends Holding VF Corporation
VF Corporation (VFC) is covered by 23 Wall Street analysts with a mostly neutral view on the company. It has received a rating of 2.6 on a scale of 1 (strong buy) to 5 (sell).
Apparel Stocks: The Latest Action on Wall Street
September has been full of analyst action on apparel stocks. Barclays and Bernstein initiated coverage on the industry while other brokers changed their outlooks on the stocks in this space.
PVH: Telsey Advisory, Cowen & Co. Raise Price Targets
There were no changes in analyst ratings after PVH Corp’s (PVH) 2Q17 results. But Telsey Advisory Group and Cowen & Co. raised their price targets.
PVH Corp and Its Peers: Stock Returns, Valuations, Earnings
After PVH Corp (PVH) reported strong 2Q17 results, PVH stock touched its three-year high of $130.25 on August 24, 2017.
PVH Corp Raises EPS Guidance for the 2nd Time This Year
Based on its solid 2Q17 results, PVH Corp (PVH) raised its fiscal 2017 guidance. It also raised its outlook after the 1Q17 results.
A Look at PVH Corp’s 2Q17 Revenue Drivers
Tommy Hilfiger, which accounted for 43.0% of PVH Corp’s (PVH) 2Q17 top line, recorded a 4.0% YoY (year-over-year) rise in sales.
Here’s Some Consistent Top-Line Performance from PVH Corp
PVH Corp (PVH) posted a 2Q17 top-line increase of 7.1% YoY (year-over-year) to $2.1 billion. That was $40.0 million more than Wall Street’s expectation.
Gap’s 2Q17 Earnings: Strong Top and Bottom Lines
Gap (GPS) reported it 2Q17 results on August 17, 2017. The results pertain to the three-month period ending July 29, 2017.
Coach’s 4Q17 Earnings Overview: Earnings, Revenue, and Stock Reaction
Coach reported adjusted diluted earnings of $0.50 per share, beating the Wall Street average profit estimate by $0.01.
What Wall Street Thinks of PVH Corp Now
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.
How Will PVH Corp’s Earnings Shape up in 2Q17?
In 1Q17, PVH reported a 10% YoY (year-over-year) increase in its EPS (earnings per share), driven mainly by a business beat.
Key Revenue Drivers for PVH Corp’s 2Q17 Top Line
PVH Corporation (PVH) top line is expected to see a 5% YoY (year-over-year) rise in 2Q17.
Despite Currency Headwinds, PVH Delivers Better Growth than Peers
PVH Corporation’s (PVH) top line is predicted to grow 4.9% YoY (year-over-year) in 2Q17.
Can PVH Corp Top Street Expectations Again?
Analysts expect PVH’s earnings per share to rise 11.6% YoY (year-over-year) to $1.64 on total sales of $2 billion, which would be 4.9% higher YoY.