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PVH (PVH) investor relations material
PVH Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary4 Sep, 2025
Strategic brand execution and consumer engagement
Focused on leveraging the global appeal of Calvin Klein and Tommy Hilfiger, with 50% of business from each brand and strong international presence, especially in Europe and APAC.
Systematic innovation in key product categories (underwear, denim, outerwear) and amplified by high-profile campaigns featuring global talent, driving double-digit growth in targeted segments.
Strategic partnerships, such as with Apple Studios and Cadillac, reinforce brand relevance in pop culture and sports, expanding reach to new consumer segments like Gen Z.
Q2 performance showed 4% overall growth, with both brands contributing and improved consumer engagement, product strength, and marketplace execution.
70% of business is international, providing resilience and competitive advantage amid U.S. market uncertainties.
Regional performance and growth outlook
Europe remains the largest and strongest market, with wholesale order books up and sequential DTC improvement, supporting a path to high single-digit growth.
North America faces uncertainty due to tariffs, but brand strength and innovation are expected to sustain growth; DTC performance is improving through better consumer engagement and product storytelling.
Wholesale partnerships in North America remain robust, with investments in shop-in-shops and customer experience to align with consumer preferences.
APAC, especially China and Japan, shows stabilization and growth, with successful campaigns and flagship openings (e.g., Harajuku) creating a halo effect across channels.
Asia Pacific is the highest DTC market, with a focus on full-price sales and leveraging regional talent in marketing.
Operational improvements and margin strategy
Centralization of Calvin Klein's global product creation initially caused margin pressure, but corrective actions have restored timing and margin performance, with full recovery expected by spring 2026.
Enhanced forward-looking planning and cross-regional collaboration are now embedded, improving product launches and margin outcomes.
Tariff impacts are being mitigated through vendor negotiations, supply chain adjustments, and marketplace strategies, with $70M unmitigated impact expected this year and ongoing efforts to offset further effects.
Operating margin guidance is 8.5%, with a medium-term target of 15% achievable through product margin improvements, European growth, and SG&A efficiencies.
SG&A optimization is expected to contribute 200–300 basis points to margin expansion, with most initiatives already executed and benefits materializing in the second half of the year.
Specific product innovations driving Q2 growth?
Financial impact of Calvin Klein operational fix?
Impact of Harajuku flagship on APAC business?
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Q3 20254 Dec, 2025
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Frequently asked questions
Calvin Klein, Tommy Hilfiger, and More
PVH Corp, formerly known as Phillips-Van Heusen Corporation, is an American global apparel company headquartered in New York City. The company owns and operates a portfolio of different clothing brands, including Calvin Klein and Tommy Hilfiger. The company's business model encompasses designing, manufacturing, and marketing apparel and related products, along with licensing agreements for various product lines. The company is headquartered in NYC, and its shares are listed on the NYSE.
An Eventful History
The origins of Phillips-Van Heusen trace back to the mid-19th century with Dramin Jones, a Prussian immigrant who established D. Jones & Sons, a shirt manufacturing firm, around 1865. Concurrently, in 1881, Moses Phillips and his wife Endel started hand-sewing shirts, selling them to coal miners in Pottsville, Pennsylvania, before expanding into a New York City-based shirt business. In 1907, following Dramin Jones's death in 1903, D. Jones & Sons merged with M. Phillips & Sons, forming Phillips-Jones. A key development occurred when Isaac Phillips collaborated with John Van Heusen, leading to their well-received Van Heusen shirt line. This partnership eventually resulted in Phillips-Jones acquiring Van Heusen and rebranding to Phillips-Van Heusen in 1957. The company adopted its current name, PVH, in 2011.
The Brands
The company's brand portfolio is a strategic mix of high-end designer labels and mainstream, accessible fashion, catering to a broad spectrum of consumers. Some of the most notable brands under the company’s ownership include the previously aforementioned Calvin Klein and Tommy Hilfiger, as well as Van Heusen, Warners, and True & Co. The company competes in a highly competitive environment together with companies such as Ralph Lauren and Hanesbrands.
Licensing Neckties
The licensing business plays a key role in its operations, particularly in the necktie segment. This aspect of the company involves partnerships with renowned fashion brands, under which PVH produces and markets neckties. These licensing agreements enable PVH to use its expertise in textile production and distribution while incorporating the distinctive design elements of its partner brands. Some notable partnerships include Michael Kors (now owned by Tapestry), Arrow, DKNY, and several others.
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