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PVH Corp. (PVH) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
PVH Corp. reported Q4 2025 earnings exceeding expectations, with EPS of $3.82 (beating estimates by $0.52) and revenue of $2.51 billion (up 5.63% YoY), surpassing forecasts by $71.43 million. CEO Stefan Larsson and Interim CFO Melissa Stone led the April 1, 2026, earnings call, highlighting strong financial performance despite market challenges, emphasizing operational efficiency and brand resilience. Analysts from firms like BTIG, Evercore ISI, and Goldman Sachs participated, probing growth strategies, supply chain optimizations, and regional performance, particularly in North America and Europe. The company cautioned that forward-looking statements carry risks, citing SEC filings and economic uncertainties, though leadership expressed confidence in sustained momentum through 2026. PVH’s results reflect successful cost management and demand recovery, positioning it favorably amid industry volatility, with investor focus shifting to full-year guidance and digital transformation initiatives.
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PVH Corp. (PVH) Q4 2025 Earnings Call Transcript

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SA Transcripts159.23K FollowersFollow5ShareSaveCommentsQ4: 2026-03-31 Earnings SummaryPlay CallPlay CallPR10-KEPS of $3.82 beats by $0.52 | Revenue of $2.51B (5.63% Y/Y) beats by $71.43M PVH Corp. (PVH) Q4 2025 Earnings Call April 1, 2026 9:00 AM EDT Company Participants Sheryl Freeman - Vice President of Investor RelationsStefan Larsson - CEO & DirectorMelissa Stone - Interim CFO and Executive VP of Global Financial Planning & Analysis Conference Call Participants Robert Drbul - BTIG, LLC, Research DivisionMichael Binetti - Evercore ISI Institutional Equities, Research DivisionJay Sole - UBS Investment Bank, Research DivisionBrooke Roach - Goldman Sachs Group, Inc., Research DivisionDana Telsey - Telsey Advisory Group LLCTom Nikic - Needham & Company, LLC, Research Division Presentation Operator Good morning, everyone, and welcome to today's PVH Fourth Quarter 2025 and Full Year Earnings Conference Call. [Operator Instructions] Please note this call may be recorded [Operator Instructions] -- it is now my pleasure to turn today's program over to Sheryl Freeman, Senior Vice President of Investor Relations. Sheryl FreemanVice President of Investor Relations Thank you, operator. Good morning, everyone, and welcome to the PVH Corp. Fourth Quarter and Full Year 2025 Earnings Conference Call. Leading the call today will be Stefan Larsson, Chief Executive Officer; and Melissa Stone, Interim Chief Financial Officer and Executive Vice President, Global Financial Planning and Analysis. This webcast and conference call is being recorded on behalf of PVH and consists of copyrighted material. It may not be recorded, rebroadcast or otherwise transmitted without PVH's written permission. Your participation constitutes your consent to having anything you say appear on any transcript or replay of this call. The information to be discussed includes forward-looking statements that reflect PVH's view as of March 31, 2026, of future events and financial performance. These statements are subject to risks and uncertainties indicated in the company's SEC filings and the safe harbor statement included in the press release that is the subject of this call. These include

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Source: Seeking Alpha