$PVH 0.57 Developing

Notable posts

• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 09/02/2026 07:00: US MBA Mortgage Applications 08:15: US ADP Nonfarm Employment Change 10:00: US Factory Orders MoM 14:00: Fed's Beige Book Before Open 👇 07:00: $GIII Apparel Group 07:00: Ollie's Bargain Outlet Holdings $OLLI 07:05: Sprinklr $CXM 07:30: FuelCell Energy $FCEL 07:30: Daktronics $DAKT 08:00: Brown-Forman $BF.B After Hours 👇 16:00: NetApp $NTAP 16:00: $FIVE Below 16:00: Phreesia $PHR 16:00: Methode Electronics $MEI 16:05: Snowflake $SNOW 16:05: Hewlett Packard Enterprise $HPE 16:05: Argan $AGX 16:05: ChargePoint Holdings $CHPT 16:05: $GOLD 16:05: C3 $AI 16:05: Netskope $NTSK 16:05: Petco Health and Wellness Company $WOOF 16:15: Broadcom $AVGO 16:15: $PVH Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 20 eng

  $PVH Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.1B (Est. $2.09B) 🟡; -3% YoY 🔹 Adj. EPS: $3.70 (Est. $3.08) 🟢; +47% YoY; includes $107M tariff refunds 🔹 Gross Margin: 63.0%; +530 bps YoY 🔹 Non-GAAP EBIT: $232.6M (Est. $199M) 🟢 FY26 Guide: 🔹 Adj. EPS: $11.80-$12.10 (Est. $12.02) 🟡 🔹 Revenue: Flat; decrease slightly cc 🔹 Operating Margin: 8.8% non-GAAP 🔹 Effective Tax Rate: 22% to 23% non-GAAP 🔹 Net Interest Expense: ~$70M; from ~$75M Q3 Guide: 🔹 Adj. EPS: $2.50-$2.65 (Est. $2.99) 🔴 🔹 Revenue: Low-single-digit decline 🔹 Operating Margin: ~7.5% non-GAAP 🔹 Effective Tax Rate: ~22.0% non-GAAP Segment Net Revenue: 🔹 EMEA: $986.3M; -6% YoY 🔹 Americas: $680.1M; -1% YoY 🔹 APAC: $343.7M; +3% YoY 🔹 Licensing: $86.9M; -13% YoY 🔹 Calvin Klein: $913.3M (Est. $953M) 🔴; -7% YoY Other Q2 Metrics: 🔹 Inventory: $1.7B; -3% YoY 🔹 Owned & Operated Digital Commerce Revenue: $194.1M; +4% YoY 🔹 Non-GAAP Operating Margin: 11.1%; +290 bps YoY; includes $107M tariff refund benefit Key Updates: 🔹 Tariff Refunds: $107M; included an approximately 510 bps benefit to operating margin 🔹 Goodwill Impairment: $439M pre-tax noncash charge; GAAP EPS: -$2.23 🔹 New CFO: Alexis Rollier joins from Sephora Comments: 🔸 “profitability exceeding expectations” 🔸 “we are reaffirming our top and bottom line outlook for the full year.”

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• @WOLF_Financial neutral 35 eng

  DAVID EINHORN JUST UPDATED HIS $3.9 BILLION PORTFOLIO This is everything Einhorn owned as of the end of Q2 - Green Brick Partners $GRBK: 9,467,383 shares, $757.8M - Fluor $FLR: 4,658,750 shares, $244.1M - Core Natural Resources $CNR: 2,283,200 shares, $182.7M - Brighthouse Financial $BHF: 2,842,100 shares, $179.9M - Acadia Healthcare $ACHC: 4,400,641 shares, $130.0M - Penn National Gaming $PENN: 5,860,270 shares, $125.2M - Fortune Brands Innovations $FBIN: 2,241,875 shares, $123.1M - PG&E $PCG: 6,632,852 shares, $111.6M - Centene $CNC: 1,651,150 shares, $106.0M - Graphic Packaging Holding $GPK: 9,953,430 shares, $105.2M - SYNNEX $SNX: 381,042 shares, $101.9M - Teva Pharmaceutical Industries $TEVA: 2,886,059 shares, $97.8M - Versigent $VGNT: 2,277,640 shares, $95.7M - Capri Holdings $CPRI: 4,820,118 shares, $89.5M - BKV $BKV: 3,095,173 shares, $84.7M - DHT Holdings $DHT: 5,034,320 shares, $83.2M - Crocs $CROX: 669,140 shares, $80.7M - Roivant Sciences $ROIV: 2,152,669 shares, $76.2M - Sotera Health $SHC: 4,135,515 shares, $73.4M - Primo Brands $PRMB: 2,823,660 shares, $69.0M - Versant Media Group $VSNT: 1,922,172 shares, $69.2M - Dauch $DCH: 12,395,104 shares, $67.2M - PayPal Holdings $PYPL: 1,424,320 shares, $61.5M - Henry Schein $HSIC: 718,550 shares, $60.0M - Warner Bros Discovery $WBD: 2,246,180 shares, $59.9M - Liberty Global Cl A $LBTYA: 4,963,322 shares, $56.4M - Antero Resources $AR: 1,574,140 shares, $55.3M - StubHub Holdings $STUB: 4,233,200 shares, $54.5M - Resideo Technologies $REZI: 1,699,590 shares, $52.9M - Deckers Outdoor $DECK: 506,398 shares, $50.3M - Spectrum Brands Holdings $SPB: 561,438 shares, $48.1M - CNH Industrial $CNH: 4,188,940 shares, $47.0M - Viatris $VTRS: 2,773,470 shares, $44.0M - Paramount Skydance $PSKY: 3,926,080 shares, $38.7M - PVH $PVH: 520,800 shares, $38.7M - Comcast $CMCSA: 1,345,780 shares, $33.0M - Slide Insurance Holdings $SLDE: 1,686,630 shares, $32.7M - TripAdvisor $TRIP: 2,361,973 shares, $32.4M - SPDR Gold Trust $GLD: 83,421 shares, $30.7M - Cigna $CI: 88,400 shares, $24.4M - Lakefront Biotherapeutics $LKFT: 482,746 shares, $14.5M - Coya Therapeutics $COYA: 2,335,540 shares, $13.7M - Immunovant $IMVT: 93,520 shares, $3.6M - Gain Therapeutics $GANX: 566,130 shares, $1.1M - GoPro $GPRO: 1,693,860 shares, $1.3M - Nuvation Bio $NUVB: 34,995 shares, $0.2M

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• @faststocknewss neutral 3 eng

  PVH $PVH Q2 ADJ EPS $3.70 VS $3.08 EST, TAKES $439M GOODWILL IMPAIRMENT - Revenue: $2.097B vs $2.094B est, in line - Adj EPS: $3.70 vs $3.08 est, beat - EPS: -$2.23 - Gross profit: $1.3218B - EBIT: -$190.9M - Net income: -$102.9M The quarter includes a pre-tax noncash goodwill impairment charge of $439M and roughly $1.80 per share of benefit from tariff refunds.

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