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Phillips-Van Heusen PVH

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    1. PVH Announces Closing of Izod Retail Division; Shares Remain Undervalued

      Commentary

      Wed, 7 Jan 2015

      We think that PVH ’s decision to close the Izod retail division ..... half a percent impact on operating income. PVH will close 120 Izod stores and convert 20 of ..... stores contributed roughly $100 million to PVH ’s overall $8 billion-plus base and

    2. Europe Poses Headwinds but Calvin Klein Shows Signs of Improvement; PVH Shares Undervalued

      Commentary

      Thu, 4 Dec 2014

      Although there were a few hiccups, we think that overall third-quarter earnings showed continued strength in the Tommy Hilfiger brand and important signs of a recovery in the Calvin Klein business, both core features to our narrow moat rating and margin expansion thesis. Third-quarter adjusted ...

    3. Strong Brands Widen VF's Moat

      Headlines

      Wed, 12 Nov 2014

      pricing power. Of the apparel manufacturers we cover, only PVH PVH tops VF's gross margin; we attribute this to differences ..... we believe its margin will reach if not surpass that of PVH . In our opinion, this supports the strong pricing power

    4. Is the Market Underestimating PVH ?

      Headlines

      Wed, 1 Oct 2014

      PVH PVH appears to be on the brink of a turnaround, but the market seems to have its ..... about 42% of revenue in fiscal 2013, Tommy Hilfiger is very important to PVH 's performance. Tommy Hilfiger has been a steady performer for PVH , having

    5. From Barron’s, September 15, 2014 (Part 2)

      Commentary

      Sat, 13 Sep 2014

      small-cap NJ bank Provident Financial [ PFS ; pg 37]; retail stocks by Dana Telsey [accessories – HNNMY, GPS, LB, PVH ; activewear – UA ; luxury – TIF, KORS, KATE ; department stores – M ; discount – BURL ; avoid women’s apparel

    6. Further Takeaways on PVH's Strong 2Q Growth; Shares Remain Undervalued

      Commentary

      Thu, 4 Sep 2014

      We think PVH 's second-quarter results and full-year guidance showed that the company ..... in righting the Calvin Klein business are evidence of brand strength and PVH 's narrow moat. We think investors are still underestimating the profitability

    7. PVH Posts Strong Second-Quarter Growth; Shares Remain Undervalued

      Commentary

      Wed, 3 Sep 2014

      We think that PVH 's second-quarter earnings and full-year guidance showed the company ..... in righting the Calvin Klein business is evidence of brand strength and PVH 's narrow moat. We think investors are still underestimating the profitability

    8. Acquisitions Are a Value-Enhancing Strategy for VF

      Headlines

      Fri, 18 Jul 2014

      percent of units are manufactured in VF-operated facilities at a lower cost and shorter lead time than contracted production. PVH , the closest competitor that we cover, outsources all of its manufacturing. This scale and global network afford VF synergies

    9. Near-Term North American Headwinds Weigh on PVH , but Thesis Intact; Shares Undervalued

      Commentary

      Thu, 5 Jun 2014

      PVH announced disappointing first-quarter earnings ..... cause near-term volatility, in the long term PVH is on track to deliver mid-single-digit ..... weakness following this quarter's results. PVH was not alone among apparel retailers and wholesalers

    10. PCM Report May 2014

      Headlines

      Fri, 2 May 2014

      Phillips - Van Heusen PVH ended 2006 on a much stronger ..... improved profits. For 2006, Phillips - Van Heusen 's annual operating margin was ..... expansion. While we anticipate Phillips - Van Heusen will continue to expand the Calvin

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