Apparel brands owner PVH's Q3 revenue rises

Reuters12-04
Apparel brands owner PVH's Q3 revenue rises

Overview

  • PVH Q3 revenue rises 2% to $2.294 bln, slightly beating company's guidance

  • Adjusted EPS of $2.83 for Q3 beats analysts' expectations

  • Company narrows full-year revenue and EPS outlook to high end of ranges

Outlook

  • PVH narrows full-year revenue outlook to up low single-digits

  • Company expects full-year non-GAAP EPS of $10.85 to $11.00

  • Fourth-quarter EPS projected at $3.20 to $3.35 on a non-GAAP basis

Result Drivers

  • BRAND STRENGTH - Calvin Klein and Tommy Hilfiger brands drove growth in key categories, per CEO Stefan Larsson

  • REGIONAL PERFORMANCE - Strong digital channels in Americas and APAC, particularly China, offset challenges in Europe

  • COST EFFICIENCIES - SG&A efficiencies freed up over 200 basis points, contributing to EPS guidance beat

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Slight Beat*

$2.29 bln

$2.28 bln (11 Analysts)

Q3 Adjusted EPS

Beat

$2.83

$2.56 (12 Analysts)

Q3 EPS

$0.09

Q3 Net Income

$4.20 mln

Q3 EBIT

$180.80 mln

Q3 Gross Profit

$1.29 bln

Q3 Pretax Profit

$160.30 mln

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the apparel & accessories peer group is "buy"

  • Wall Street's median 12-month price target for PVH Corp is $94.00, about 10.9% above its December 2 closing price of $84.74

  • The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nBwb1kBY3a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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