Will PVH’s (PVH) New Supply Chain Leadership Shape Its Long-Term Growth Trajectory?

• Earlier this week, PVH Corp. announced the appointment of Patricia Gabriel as Chief Supply Chain Officer and Global Head of Operations, succeeding David Savman, who will fully focus on his role as Global Brand President for Calvin Klein.
• Bringing over 25 years of experience in supply chain, manufacturing, and logistics, Gabriel is tasked with overseeing PVH’s global operations and driving operational improvements that align with the company’s long-term growth plans.
• We’ll now assess how Gabriel’s supply chain expertise and operational focus could impact PVH’s investment outlook and medium-term growth narrative.

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PVH Investment Narrative Recap

To be a PVH shareholder today, you have to believe in the strength and global relevance of its core brands, primarily Calvin Klein and Tommy Hilfiger, and the company’s ability to deliver operational efficiencies amid ongoing supply chain pressures. The appointment of Patricia Gabriel as Chief Supply Chain Officer is unlikely to materially alter the immediate impact of global tariffs, which remain the most pressing short-term risk, but her expertise aligns with PVH’s commitment to driving operational improvement as a medium-term catalyst for earnings resilience.

Among the company’s recent announcements, the upcoming Q2 results reporting on August 26, 2025, stands out as most relevant. Operational leadership transitions may influence the company’s ability to mitigate supply chain complexity and cost volatility heading into the results period, key concerns as investors weigh margin recovery and earnings momentum moving forward.

But on the flip side, persistent uncertainties around future tariffs could still challenge the margin outlook, which investors should be mindful of…

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

PVH's outlook anticipates $9.4 billion in revenue and $707.7 million in earnings by 2028. This is based on an annual revenue growth rate of 2.3% and a $239 million increase in earnings from the current $468.5 million.

Uncover how PVH's forecasts yield a $96.79 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Seven Simply Wall St Community members estimate PVH’s fair value between US$67.10 and US$216.96, showing a wide range of views. Some focus on the risk from ongoing global tariff pressures that could pressure margins and overall financial performance, explore how your view compares.

Explore 7 other fair value estimates on PVH - why the stock might be worth 12% less 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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