The earnings call reflects a generally positive outlook with strong revenue performance and strategic marketing driving brand engagement. Operational improvements are noted, especially in Calvin Klein. However, gross margin pressures and uncertainty due to increased tariffs and macroeconomic conditions present significant challenges. The sentiment is balanced with a slight positive tilt due to strong brand performance and strategic initiatives.

Company Guidance

During the PVH Corp. Second Quarter 2025 Earnings Conference Call, the company reported a better-than-expected performance, surpassing its guidance on both the top and bottom lines. Revenue grew by 4% on a reported basis and achieved 1% growth on a constant currency basis. Direct-to-consumer revenue remained flat in constant currency, while wholesale revenue increased by low single digits. The company reaffirmed its full-year earnings guidance and raised its reported revenue guidance despite challenges like increased tariff rates. PVH emphasized strategic investments in marketing to boost brand visibility. Regionally, Europe saw positive direct-to-consumer growth and a low single-digit increase in the Spring 2026 wholesale order book. In North America, direct-to-consumer performance strengthened, achieving double-digit EBIT margins, while the Asia Pacific region exceeded plans and began stabilizing key markets. The company also addressed operational challenges in establishing Calvin Klein's global product capability in New York, reporting progress and improvements for the upcoming seasons.

Revenue Growth Exceeds Expectations

PVH Corp. reported a 4% increase in revenue on a reported basis and a 1% increase on a constant currency basis, beating their guidance for the second quarter of 2025.

Calvin Klein and Tommy Hilfiger Performance

Calvin Klein saw a 5% increase in revenue as reported and a 3% increase in constant currency. Tommy Hilfiger had a 4% increase in revenue as reported and was flat in constant currency.

Innovative Marketing Campaigns

The Bad Bunny campaign for Calvin Klein and the Formula One partnership for Tommy Hilfiger drove significant consumer engagement and sales growth, with notable increases in brand awareness and category performance.

Direct-to-Consumer Improvements

Direct-to-consumer revenue was flat in constant currency, showing a sequential improvement from the first quarter, particularly in the Americas and Europe.

Operational Improvements at Calvin Klein

Calvin Klein's global product capabilities in New York showed sequential improvements in operational challenges, securing margin improvements for Spring 2026.

PVH (PVH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PVH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 26, 2025	2025 (Q3)	2.58 / -	3.03	―	―	―
Aug 26, 2025	2025 (Q2)	2.00 / 2.52	3.01	-16.28% (-0.49)	―
Jun 04, 2025	2025 (Q1)	2.26 / 2.30	2.45	-6.12% (-0.15)	―
Mar 31, 2025	2024 (Q4)	3.21 / 3.27	3.72	-12.10% (-0.45)	―
Dec 04, 2024	2024 (Q3)	2.62 / 3.03	2.9	4.48% (+0.13)	―
Aug 27, 2024	2024 (Q2)	2.29 / 3.01	1.98	52.02% (+1.03)	―
Jun 04, 2024	2024 (Q1)	2.17 / 2.45	2.25	8.89% (+0.20)	―
Apr 01, 2024	2023 (Q4)	3.53 / 3.72	2.38	56.30% (+1.34)	―
Nov 29, 2023	2023 (Q3)	2.75 / 2.90	2.6	11.54% (+0.30)	―
Aug 29, 2023	2023 (Q2)	1.76 / 1.98	2.08	-4.81% (-0.10)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PVH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$82.49	$81.73	-0.92%
Jun 04, 2025	$80.81	$66.30	-17.96%
Mar 31, 2025	$64.61	$76.40	+18.25%
Dec 04, 2024	$112.75	$108.75	-3.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.