PVH Management
Management Kriterienprüfungen 2/4
PVH CEO ist Stefan Larsson , ernannt in Feb 2021, hat eine Amtszeit von 5.58 Jahren. Die jährliche Gesamtvergütung beträgt $16.17M , bestehend aus 9% Gehalt und 91% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.42% der Aktien des Unternehmens, im Wert von $14.37M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 0.8 Jahre bzw. 5.5 Jahre.
Wichtige Informationen
Stefan Larsson
Geschäftsführender
US$16.2m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 8.97% |
| Amtszeit als Geschäftsführer | 5.6yrs |
| Eigentum des Geschäftsführers | 0.4% |
| Durchschnittliche Amtszeit des Managements | less than a year |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.5yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Sep 03
PVH Corp.: Buybacks And Valuation Create An Upside Opportunity
Summary PVH Corp. (PVH) remains a buy, trading at ~7x ex-tariff earnings with strong buyback support and improving fundamentals despite sluggish sales growth. Q2 earnings exceeded expectations, driven by a $1.80/share tariff refund; core margin improvement was modest but positive amid sector headwinds. Asia outperformed with 3% sales growth, while EMEA lagged due to Middle East conflict and Europe’s energy pressures; Americas showed resilience. PVH targets $10.10–$10.40 ex-tariff EPS and plans to repurchase 7–9% of shares by year-end, supporting a push toward $100/share. Read the full article on Seeking Alpha
Narrative-Update • Jul 07
PVH: EMEA Weakness And Tariff Reliance Will Constrain Longer Term Earnings
The analyst fair value estimate for PVH has moved down from $79.00 to $70.00 as analysts factor in softer demand in Europe, EMEA margin pressure, tariff and licensing headwinds, and a tougher global macro backdrop that they see limiting upside in the near term. Analyst Commentary Recent Street research on PVH highlights a clear reset in expectations, with several firms cutting price targets and flagging operational and macro pressures, especially tied to the company’s EMEA exposure and tariff dynamics.
Narrative-Update • Jun 22
PVH: Tariff Refunds Will Support Earnings While EMEA Headwinds Ease
Analysts have nudged their PVH price target lower to about $129 from roughly $139, largely reflecting recent cuts to Street targets as softer EMEA trends, tariff related earnings support, and a more balanced risk/reward tone contribute to slightly lower profit margin assumptions, despite stable revenue growth expectations and a modestly higher forward P/E multiple. Analyst Commentary Street research on PVH highlights a mix of caution around Europe and tariffs, alongside pockets of confidence in the company’s ability to execute on its plan and support its current valuation.Analyseartikel • Jun 10
PVH Corp. Just Recorded A 5.6% EPS Beat: Here's What Analysts Are Forecasting Next
It's been a mediocre week for PVH Corp. ( NYSE:PVH ) shareholders, with the stock dropping 18% to US$79.92 in the week...
Narrative-Update • Jun 06
PVH: Tariff Refund Support Will Offset EMEA Headwinds For Earnings
PVH's updated analyst price target has been trimmed by a few dollars. This reflects softer EMEA expectations, tariff related earnings support, and a slightly higher discount rate that more than offsets modestly stronger margin assumptions and a lower future P/E multiple.Narrative-Update • May 23
PVH: Brand Phaseouts And Higher SG&A Will Limit Long Term Earnings Delivery
Analysts have lifted their blended price target on PVH stock, pointing to updated assumptions around discount rates, expected revenue growth, profit margins, and future P/E multiples as key drivers behind the new $16 to $10 upward target revisions from several research firms, alongside one $8 and one $28 reduction. Analyst Commentary Recent research on PVH highlights a mix of optimism around long term earnings potential and caution around execution risks, cost pressures, and brand transitions.Narrative-Update • Apr 30
PVH: Brand Phaseouts And Rising SG&A Will Constrain Future Upside Potential
PVH's updated analyst price targets show a mixed but generally supportive tone, with several firms lifting their views by $10 to $16 while one cut its target to $120. Analysts point to self help earnings initiatives and shifting expectations around revenue growth, margins and future P/E multiples.Narrative-Update • Apr 15
PVH: Self Help And Brand Phaseout Risks Will Pressure Future Upside
PVH's analyst price target has shifted to $79 from $74 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside recent changes in Street targets and commentary on the company's self help initiatives. Analyst Commentary Recent Street research shows a mix of optimism on PVH's long term earnings potential and caution around execution risks, brand transitions and the impact on valuation.Narrative-Update • Apr 01
PVH: Self Help And AI Collaboration Will Shape Balanced Risk Reward Outlook
PVH's analyst price target has been trimmed from $79 to $74 as analysts factor in lower Street targets tied to concerns around brand phaseouts and higher SG&A investments, even as they continue to reference company specific self help initiatives in their rationale. Analyst Commentary Recent price target revisions on PVH reflect a more cautious tone from several bearish analysts, even as they continue to reference self help initiatives and long term earnings ambitions.Narrative-Update • Mar 18
PVH: Self Help And AI Adoption Will Drive Future Re Rating
Narrative Update on PVH Analysts have reduced their PVH Corp. price target to $120 from $148, citing ongoing self help initiatives that support slightly higher modeled revenue growth, profit margins, and a marginally lower future P/E assumption.Narrative-Update • Mar 04
PVH: Future AI Execution And Buy Rating Will Support Share Re Rating
Analysts keep their fair value estimate for PVH steady at $79.00, with updated assumptions around revenue growth, profit margins and a lower discount rate helping support the current $79.00 price target, backed by recent positive research attention including a new Buy rating initiation. Analyst Commentary Recent research attention, including a new Buy initiation, highlights that some analysts see upside potential in PVH at current levels, with the steady US$79.00 fair value estimate reflecting updated views on growth, margins and risk.Narrative-Update • Feb 17
PVH: New Buy Rating And Execution Will Support Stronger Future Returns
Analysts nudged their $138.72 price target for PVH in line with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, supported by fresh Street research including a new Buy initiation. Analyst Commentary Recent Street research has tilted constructive, with bullish analysts aligning around a case that PVH can justify a higher valuation multiple as execution improves against their updated assumptions for revenue growth, margins, and future P/E.Narrative-Update • Feb 03
PVH: Margin Resilience And Buy Rating Will Support Stronger Future Returns
Analysts have adjusted their fair value estimate for PVH to about US$139 from roughly US$137, citing updated assumptions around the discount rate, modest revenue growth, profit margins and future P/E expectations following recent Street research attention. Analyst Commentary Bullish analysts are treating the recent fair value adjustment for PVH as part of a broader positive reassessment, centered on how the company might balance modest revenue growth, profit margins and its future P/E profile.Narrative-Update • Jan 19
PVH: Future Execution On Earnings Guidance Will Support Share Re Rating
The analyst price target for PVH has been adjusted modestly, with a US$1 move in fair value to US$79.0 as analysts factor in updated revenue growth and margin assumptions, along with recent Street research that includes a higher US$98 target from Jefferies. Analyst Commentary Recent updates from the Street have centered on refined revenue and margin assumptions for PVH, with the latest fair value estimate at US$79.0 sitting below a higher US$98 price target from Jefferies.Narrative-Update • Jan 05
PVH: Higher Earnings Confidence Will Support Re Rating Despite Margin Concerns
Analysts have lifted their fair value estimate for PVH from US$70.00 to US$80.00, reflecting updated assumptions around revenue growth, profit margins and a slightly higher future P/E multiple following recent price target revisions in Street research. Analyst Commentary Recent Street research has generally framed PVH as a stock with upside potential, but also one where execution on revenue growth and profitability assumptions will be closely watched.Narrative-Update • Dec 15
PVH: Margin Improvements And Share Repurchases Will Support Stronger Share Performance
Analysts modestly raised their price target on PVH to approximately $98 from about $96, reflecting slightly stronger margin expectations, even as revenue growth forecasts ease and valuation multiples compress. Analyst Commentary Bullish analysts have highlighted PVH as a relative winner within the Fashion Brands group, pointing to resilient fundamentals despite a more cautious backdrop for discretionary spending.Analyseartikel • Sep 09
Results: PVH Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates
PVH Corp. ( NYSE:PVH ) defied analyst predictions to release its second-quarter results, which were ahead of market...Narrative-Update • Aug 28
Expansion In Asia-Pacific And Europe Will Unlock Future Potential
PVH’s price target has been raised to $95.00, as stronger-than-expected Q2 sales and margin improvements outweighed concerns about promotional pressure, operational challenges, and cautious guidance, with bullish sentiment further supported by CEO insider buying and expectations for efficiency gains. Analyst Commentary Stronger-than-expected Q2 sales and improved margins contributed to upward price target revisions, though some analysts view management’s guidance as conservative and the stock as undervalued.Analyseartikel • Jul 17
An Intrinsic Calculation For PVH Corp. (NYSE:PVH) Suggests It's 45% Undervalued
Key Insights PVH's estimated fair value is US$131 based on 2 Stage Free Cash Flow to Equity PVH's US$71.41 share price...Analyseartikel • Jul 02
These 4 Measures Indicate That PVH (NYSE:PVH) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyseartikel • Jun 16
There May Be Reason For Hope In PVH's (NYSE:PVH) Disappointing Earnings
The most recent earnings report from PVH Corp. ( NYSE:PVH ) was disappointing for shareholders. However, our analysis...Analyseartikel • Jun 11
Increases to CEO Compensation Might Be Put On Hold For Now at PVH Corp. (NYSE:PVH)
Key Insights PVH to hold its Annual General Meeting on 18th of June CEO Stefan Larsson's total compensation includes...Analyseartikel • May 09
PVH Corp. (NYSE:PVH) Could Be Riskier Than It Looks
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Analyseartikel • Apr 21
Should You Investigate PVH Corp. (NYSE:PVH) At US$68.92?
PVH Corp. ( NYSE:PVH ), is not the largest company out there, but it saw a decent share price growth of 14% on the NYSE...Seeking Alpha • Mar 25
PVH Corp. Q4 Preview: I Recommend High Caution
Summary PVH Corp. has historically had quite stable earnings, while notably trailing from its 2022 Investor Day targets. PVH's outlook is weak. With risks in China, stagnant brand relevance with Tommy Hilfiger and Calvin Klein, and potentially weak consumer confidence, the Q4 report will likely be weak. After a decline, PVH's stock is cheap. Yet, due to the rising uncertainties, I believe that the cheap price is warranted. Read the full article on Seeking AlphaAnalyseartikel • Mar 14
PVH (NYSE:PVH) Is Experiencing Growth In Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Analyseartikel • Feb 06
Not Many Are Piling Into PVH Corp. (NYSE:PVH) Stock Yet As It Plummets 26%
PVH Corp. ( NYSE:PVH ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...Seeking Alpha • Jan 17
PVH Corp: China's Advanced Probe Could Disrupt Supply Chain And Production
Summary PVH Corp faces significant risks due to a Chinese investigation over alleged Xinjiang cotton boycotts, potentially impacting 16% of its profits and supply chains. The investigation is linked to U.S. sanctions under the Uyghur Forced Labor Prevention Act, complicating PVH's choices between U.S. compliance and Chinese market access. The most severe penalties could include restrictions on China trade, investment, personnel, and unspecified fines, with PVH potentially needing to cease all China operations. Given the heightened risks and market reaction, I maintain a Hold rating, anticipating PVH may need to orchestrate an orderly withdrawal from China. Read the full article on Seeking AlphaAnalyseartikel • Jan 10
Does PVH (NYSE:PVH) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Aug 02 2026 | n/a | n/a | -US$169m |
| May 03 2026 | n/a | n/a | US$158m |
| Feb 01 2026 | US$16m | US$1m | US$25m |
| Nov 02 2025 | n/a | n/a | US$341m |
| Aug 03 2025 | n/a | n/a | US$469m |
| May 04 2025 | n/a | n/a | US$402m |
| Feb 02 2025 | US$16m | US$1m | US$599m |
| Nov 03 2024 | n/a | n/a | US$713m |
| Aug 04 2024 | n/a | n/a | US$743m |
| May 05 2024 | n/a | n/a | US$679m |
| Feb 04 2024 | US$16m | US$1m | US$664m |
| Oct 29 2023 | n/a | n/a | US$531m |
| Jul 30 2023 | n/a | n/a | US$182m |
| Apr 30 2023 | n/a | n/a | US$203m |
| Jan 29 2023 | US$12m | US$1m | US$200m |
| Oct 30 2022 | n/a | n/a | US$453m |
| Jul 31 2022 | n/a | n/a | US$919m |
| May 01 2022 | n/a | n/a | US$986m |
| Jan 30 2022 | US$15m | US$1m | US$952m |
| Oct 31 2021 | n/a | n/a | US$504m |
| Aug 01 2021 | n/a | n/a | US$294m |
| May 02 2021 | n/a | n/a | US$61m |
| Jan 31 2021 | US$8m | US$1m | -US$1b |
| Nov 01 2020 | n/a | n/a | -US$1b |
| Aug 02 2020 | n/a | n/a | -US$1b |
| May 03 2020 | n/a | n/a | -US$761m |
| Feb 02 2020 | US$7m | US$800k | US$417m |
Vergütung im Vergleich zum Markt: StefanDie Gesamtvergütung ($USD16.17M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD7.02M).
Entschädigung vs. Einkommen: StefanDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Stefan Larsson (51 yo)
5.6yrs
Amtszeit
US$16,165,385
Vergütung
Mr. Stefan Larsson has been Chief Executive Officer and Director at PVH Corp. since February 1, 2021. He served as President of PVH Corp. since June 3, 2019 until January 2021. Mr. Larsson served as Chief...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$16.17m | 0.42% $ 14.4m | |
| Chief Executive Officer of PVH EMEA | 1.8yrs | US$3.87m | 0.0030% $ 100.5k | |
| Executive Vice President of Global Financial Planning & Analysis | no data | US$1.35m | 0.015% $ 508.0k | |
| Global Brand President of Calvin Klein | no data | US$4.44m | 0.014% $ 487.0k | |
| Global Brand President of Tommy Hilfiger | no data | US$3.81m | 0.0071% $ 240.3k | |
| Chief Financial Officer | no data | keine Daten | keine Daten | |
| Chief Supply Chain Officer & Global Head of Operations | less than a year | keine Daten | keine Daten | |
| Executive VP | 1.3yrs | keine Daten | 0.027% $ 920.2k | |
| Chief Technology & Information Officer | 2.7yrs | keine Daten | keine Daten | |
| Senior Director of Investor Relations | no data | keine Daten | keine Daten | |
| Chief Legal Officer & Corporate Secretary | less than a year | keine Daten | keine Daten | |
| Chief Communications Officer | less than a year | keine Daten | keine Daten |
0.8yrs
Durchschnittliche Betriebszugehörigkeit
50.5yo
Durchschnittliches Alter
Erfahrenes Management: PVHDas Führungsteam des Unternehmens gilt nicht als erfahren ( 0.8 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$16.17m | 0.42% $ 14.4m | |
| Independent Director | 9.4yrs | US$325.02k | 0.039% $ 1.3m | |
| Independent Director | 5.5yrs | US$305.02k | 0.024% $ 818.3k | |
| Independent Director | 12.7yrs | US$335.02k | 0.048% $ 1.6m | |
| Independent Non-Executive Chairman | 4.3yrs | US$505.09k | 0.16% $ 5.3m | |
| Independent Director | 9.8yrs | US$325.02k | 0.039% $ 1.3m | |
| Independent Director | 4.1yrs | US$300.02k | 0.014% $ 481.9k | |
| Independent Director | 2.1yrs | US$300.02k | 0.0060% $ 203.7k | |
| Independent Director | 11.6yrs | US$305.02k | 0.0022% $ 73.4k | |
| Independent Director | 1.8yrs | US$300.02k | 0.0076% $ 257.5k |
5.5yrs
Durchschnittliche Betriebszugehörigkeit
60.5yo
Durchschnittliches Alter
Erfahrener Vorstand: PVHDie Vorstandsmitglieder gelten als erfahren (5.5 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/20 10:16 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/08/02 |
| Jährliche Einnahmen | 2026/02/01 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
PVH Corp. wird von 28 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jamie Merriman | Bernstein |
| Lorraine Corrine Hutchinson | BofA Global Research |
| Kendall Toscano | BofA Global Research |