PVH Earnings: Mixed Results Overshadowed by Tariffs and Worsening Outlook; Shares Very Undervalued

PVH reported 2% sales growth in 2025's first quarter on 3% growth from Tommy Hilfiger (53% of total) and flat sales from Calvin Klein (45%). Although its adjusted EPS of $2.30 was above prior guidance of $2.10-$2.25, shares fell 18% on June 5 as the full-year outlook profit was reduced.