👔 When Calvin Klein’s parent company goes on a $500M shopping spree—of its own stock—you might want to ask: What’s going on at PVH?
📈 Stock Snapshot (as of Jun-30, 2025 4:10 PM ET):
$68.60 (+2.86 | +4.35%)

🎯 Trigger Time: Insiders Are Loading Up

🧑💼 CEO Stefan Larsson bought 15,645 shares at $63.92—a cool $1M investment.
🧑💼 Director Jesper Andersen picked up 600 shares earlier in June.

This isn't window dressing. With these moves, Stefan Larsson now owns 269,438 shares—up 6%. Jesper’s stake increased 441%. When insiders load up, especially at these volumes, it’s usually not because they’re bored.

👔 Stefan Larsson isn’t just any CEO—he’s the kind who turns struggling brands into runway hits. At Ralph Lauren, he helped the company rediscover its iconic roots and set it back on the growth track. Before that? He captained Old Navy to 12 straight quarters of profitable growth (that’s three whole years of winning!), making it a top brand with millennials and proving he knows how to dress up a balance sheet as well as a mannequin.

👕 What’s PVH Again?

PVH = Parent of Calvin Klein and Tommy Hilfiger, with a portfolio bursting at the seams. We're talking:

• Underwear, suits, jeans, activewear 🏋️♂️

• Sleepwear, swimwear, handbags 💼

• Fragrance, socks, outerwear 🧦

• Home goods (pillows, mattress pads, etc.) 🛏️

From fashion to feather beds, PVH’s got your closet—and your guest room—covered.

Founded in 1881, formerly Phillips-Van Heusen, now PVH Corp., headquartered in New York. Basically: nearly 150 years of stylish hustle.

🏦 Institutions Love PVH Too

115.15% of float owned. Yes, you read that right—more shares than exist. That’s hedge funds, options traders, and arbitrageurs playing musical chairs with PVH stock.

Top Institutional Holders:

• 🧠 Pzena Investment Management (deep value legends): 12.82%

• 🏦 Vanguard Group: 12.06%

• 💼 BlackRock: 10.98%

• 📈 FMR (Fidelity): 10.46%

• 📊 Dimensional: 6.33%

🔍 For full Institutional Ownership breakdown, see here. 

💰 First Quarter Financial Highlights

Revenue:

✅ $1.984B (+2%) — beat guidance.

Earnings:

• GAAP EPS: -$0.88 (due to non-cash impairment charges)

• Non-GAAP EPS: $2.30 — also beat guidance ($2.10–$2.25)

Full-Year Outlook:

• 🟰 Revenue: Flat to slight increase

• 📉 EPS: Revised to $10.75–$11.00 (from $12.40–$12.75)

• 🚫 Tariffs remain a drag (costing ~$1.05/share)

👉 Want the full picture? Dive into PVH’s financials here.

🚀 Strategy in Motion: The PVH+ Plan

CEO Stefan Larsson isn’t just buying shares—he’s also executing a clear growth roadmap:

1️⃣ Win with Product – Quality and consistency
2️⃣ Win with Consumer Engagement – Viral campaigns (👀 Bad Bunny)
3️⃣ Win in a Digital Marketplace – DTC and e-comm focus
4️⃣ Leverage Data – Fast, demand-driven production
5️⃣ Drive Efficiency & Reinvest – Simplify ops, fuel growth

📉 But Wait—There Are Risks:

• 🛃 Tariffs = Bad for margins

• 🏚️ Uncertain Macro Backdrop = Tough for apparel

• 🧥 Fierce Competition = Fashion is fast and fickle

• 🐻 Market Weakness = If there’s a bear market, all bets are off

💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.

📊 Valuation: Cheap Chic?

• Trailing P/E: 9.68

• Forward P/E: 6.30 (!!)

• P/S Ratio: 0.43

• P/B Ratio: 0.71

🛍️ At these multiples, PVH is trading like a clearance item.

💸 Shareholder-Friendly Moves

$500M Accelerated Share Repurchase Program already underway. That’s 14% of the float heading for retirement.

Translation? Fewer slices of the pie = more pie per slice 🍰.

📣 Final Word

Stefan Larsson says the company is “building Calvin Klein and TOMMY HILFIGER into the most desirable lifestyle brands in the world.” And he’s putting his money where his fashion is.

🧠 Combine that with deep value ownership, robust brand recognition, and share buybacks, and you’ve got a pretty compelling narrative—risks and all.

❓ So… Should You Buy?

Maybe. But do your homework. PVH could easily stand for:

Please
Verify
Hype 🙃

Or Price Volatility Hazard 🔥⚠️

Just remember: investing isn't a fashion statement. But it doesn’t hurt when the fundamentals look this good in a suit.

🚨 Disclaimer:

This article is for entertainment and informational purposes only. Not a recommendation to buy or sell any security. Do your own due diligence—or hire a stylist and a CFA. 

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