What Happened?
Shares of fashion conglomerate PVH (NYSE:PVH) fell 18.2% in the afternoon session after the company reported weak first quarter 2025 results: its EBITDA missed and it lowered its full-year EPS guidance.
Management added, "While we are making important progress in our PVH+ Plan execution, we are navigating an increasingly uncertain consumer and macroeconomic backdrop—and given where we are on our brand-building journey, we're not yet fully able to offset that impact."
On the other hand, PVH beat analysts' constant currency revenue and EPS expectations. Overall, this was a softer quarter.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy PVH? Access our full analysis report here, it’s free.
What The Market Is Telling Us
PVH’s shares are somewhat volatile and have had 13 moves greater than 5% over the last year. But moves this big are rare even for PVH and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 9 days ago when the stock gained 5.2% after the major indices rebounded (Nasdaq +2.0%, S&P 500 +1.5%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025. Companies with substantial business ties to Europe likely had some relief as the delay reduced near-term cost pressures and preserved cross-border demand.
PVH is down 36.1% since the beginning of the year, and at $67.04 per share, it is trading 45.8% below its 52-week high of $123.75 from June 2024. Investors who bought $1,000 worth of PVH’s shares 5 years ago would now be looking at an investment worth $1,068.
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