Did Expiring U.S. Trade Benefits for Haiti Just Reshape PVH's (PVH) Global Sourcing Outlook?

• Following the recent lapse of U.S. legislation granting duty-free access for Haitian garment exports, concerns have escalated over potential job losses and supply chain disruptions impacting the American apparel industry.
• This development threatens Haiti's crucial garment sector, which produces the majority of its exports for U.S. brands and could force major companies to adjust sourcing strategies.
• We'll explore how the risk of supply chain disruption from expiring Haitian trade benefits may reshape PVH's global sourcing and cost structure outlook.

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PVH Investment Narrative Recap

For investors to own PVH shares, belief in the long-term strength of its core brands and its ability to adapt global supply chains is essential. The lapse of US duty-free access for Haitian garment exports increases near-term uncertainty around PVH’s sourcing costs and operational efficiency, making supply chain disruption the key short-term risk and potentially influencing upcoming earnings and margin guidance. However, this risk does not impact PVH’s fundamental brand-driven catalysts, which remain anchored in international growth and product relevance.

Among recent announcements, PVH’s August 2025 raise in full-year earnings guidance stands out, particularly as it factors in a projected US$70 million EBIT hit from tariffs. This guidance demonstrates the company’s ongoing efforts to offset external pressures even as it faces fresh sourcing challenges, maintaining focus on brand-led growth drivers and operational improvement.

In contrast, with operational complexity and sourcing uncertainty on the rise, investors should be aware that PVH’s...

Read the full narrative on PVH (it's free!)

PVH's narrative projects $9.4 billion revenue and $707.7 million earnings by 2028. This requires 2.3% yearly revenue growth and a $239.2 million earnings increase from $468.5 million.

Uncover how PVH's forecasts yield a $96.79 fair value, a 17% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community set PVH’s fair value between US$67.10 and US$216.96 per share. As you compare these views, remember that new supply chain risks could introduce further volatility and affect how PVH’s next steps are assessed.

Explore 7 other fair value estimates on PVH - why the stock might be worth over 2x more than the current price!

Build Your Own PVH Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your PVH research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free PVH research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate PVH's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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