PVH Hopes To Post A Flat Q4, But I Don't See The Turnaround Until H2 2025
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PVH Corp reported stable revenues for 3Q24 and expects flat results for 4Q24, with moderate growth anticipated in FY25. Despite maintaining margins, the competitive environment and lack of brand developments lead to a Hold rating. The stock offers a 10.7% earnings yield with potential for 13/14% return, but lacks immediate growth catalysts.

December 06, 2024 | 1:00 pm
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PVH Corp reported stable 3Q24 revenues and expects flat 4Q24 results. The company anticipates moderate growth in FY25 but faces a competitive environment and lacks significant brand developments, leading to a Hold rating.
PVH's stable revenue and maintained margins are positive, but the lack of immediate growth catalysts and competitive pressures lead to a Hold rating. The expected flat performance in 4Q24 and moderate growth in FY25 suggest limited short-term stock price movement.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100