CluenexPVH Corp. PVH
PVH Corp. scores weak on business quality (4.2 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What PVH Corp. does
PVH designs and markets branded apparel, anchored by iconic global lifestyle brands Calvin Klein and Tommy Hilfiger, generating revenue through wholesale, retail, and licensing channels worldwide. The company is leaning into digital distribution and supply chain efficiencies to stabilize top-line output near $8.9 billion despite choppy consumer demand.
- What it does best
PVH extracts high gross margins of 57.6% through its premier brand equity, sitting in the 86th percentile of its sector. This power allows it to outpace peers like VFC at 55.0% gross margin by maintaining pricing discipline across its wholesale networks.
- The main risk
Stagnant revenue growth of 3.4% leaves little margin for error if macro pressures weigh further on discretionary spending, risking additional net losses following its negative 1.9% net margin period.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins rest at 6.9% while net income slipped to a negative $169 million, dragging ROE to negative 3.5% and showing that scale has not yet translated into clean bottom-line conversion.
Brand intangible assets lock in global consumers across Calvin Klein and Tommy Hilfiger, earning an 86th percentile gross margin rank that proves pricing power despite modest scale advantages.
Revenue grew 3.4% to $8.9 billion, hovering flat compared to historical annual figures near $9.2 billion, showing the top-line engine remains stalled relative to past periods.
With $702 million in cash and free cash flow of $715 million, interest coverage sits at 6.7x, meaning debt service is manageable but the balance sheet carries $1.6 billion in net debt.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 insider bought $1.0M on the open market.
Our sealed record on PVH
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
PVH Corp. scores weak on the Cluenex quality check (4.2 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 insider bought $1.0M on the open market.
Dec 1, 2026.
See PVH today
- Today's verdict on PVH, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “PVH Corp. (PVH)”, https://cluenex.com/stocks/pvh/, data as of Oct 10, 2026.