$PVH (PVH Corp.)

$PVH {{ '2015-08-27T14:17:35+0000' | timeago}} • Webcast

$PVH 2Q15 Q&A: Bob, Nomura: With macro trends present, does that speed up or change the license buyback opportunities? Emanuel, CEO: We’re acquiring 55% of the Tommy Hilfiger license business that we don't own throughout China. It just makes too much sense from a brand point of view & I think financially, it should be a nice transaction for us.

$PVH {{ '2017-06-07T13:48:02+0000' | timeago}} • Announcement

$PVH has entered into a new licensing agreement with Sports Products of America, a division of Adjmi Apparel Group, under which the Adjmi division will manufacture and sell women’s sportswear, golfwear and activewear under $PVH’s IZOD brand. Products will launch in February 2018. The initial term of the licensing agreement runs through 2020.

$PVH {{ '2017-05-25T13:41:05+0000' | timeago}} • Webcast

In 2Q17, $PVH expects revenue for the Calvin Klein business to increase about 6%, which includes the negative impact of the Mexico deconsolidation. Revenue for Tommy Hilfiger is projected to increase about 1%, which includes the negative impact of the G-III license. Revenue for the Heritage Brands business is projected to increase about 10%.

$PVH {{ '2017-05-25T13:35:31+0000' | timeago}} • Webcast

In 1Q17, $PVH’s Calvin Klein business revenues were ahead of guidance and up 6% on a constant currency basis versus 1Q16, excluding the negative impact of 1% related to FX. Revenues were negatively impacted by the deconsolidation of the Mexico business which was worth approx. $15MM. Calvin Klein International revenues grew 13% constant currency.

$PVH {{ '2017-05-25T13:26:14+0000' | timeago}} • Webcast

$PVH's Heritage business revenues declined 3% in 1Q17 principally resulting from a planned shift in timing of shipments. Comparable store sales were flat in the Heritage retail business. EBIT decreased slightly in the quarter due to the planned shift in shipments which offset the gross margin improvements in the business.

$PVH {{ '2017-05-25T13:16:44+0000' | timeago}} • Webcast

During 1Q17, $PVH’s revenue in the Tommy Hilfiger business increased 9% on a constant currency basis and earnings were up 25% on a constant currency basis. Revenues were driven by the solid performance of the international businesses which increased 19% on a constant currency basis.

$PVH {{ '2017-05-24T21:03:07+0000' | timeago}} • Infographic

$PVH PVH Corp. Earnings AlphaGraphic: Q1 2017 Highlights

$PVH {{ '2017-05-24T20:38:26+0000' | timeago}} • Announcement

$PVH expects 2Q17 EPS of $1.35-1.38, non-GAAP EPS of $1.60-1.63 and revenue growth of about 5% (up about 7% on constant currency basis). The company expects 2Q17 net interest expense of about $30MM and effective tax rate of about 19% on GAAP basis and about 20% on non-GAAP basis.

$PVH {{ '2017-05-24T20:36:27+0000' | timeago}} • Announcement

$PVH now expects 2017 revenue growth of about 3% (up about 5% on constant currency basis) as compared to 2016. Negatively impacting revenue in 2017 as compared to 2016 is a reduction in revenue due to the effects of the Mexico deconsolidation and the G-III license.

$PVH {{ '2017-05-24T20:35:19+0000' | timeago}} • Announcement

$PVH now expects 2017 net interest expense to increase to about $120MM compared to $115MM in 2016, primarily due to the net impact of the issuance of EUR350MM of senior notes in June 2016. $PVH sees 2017 effective tax rate of 15.5-16% on GAAP basis and 17.5-18% on non-GAAP basis.

$PVH {{ '2017-05-24T20:34:04+0000' | timeago}} • Announcement

$PVH lifted 2017 EPS guidance to $6.24-6.34 from $6.20-6.30 and its non-GAAP forecast to $7.40-7.50 from $7.30-7.40. The forecast includes a negative impact of $0.35 related to foreign currency exchange rates compared to previous estimate of $0.40.

$PVH {{ '2017-05-24T20:31:39+0000' | timeago}} • Announcement

$PVH reported a dip in 1Q17 earnings due to last year's gain on fair value write-up of the company's equity investment in TH China . Net income fell to $70.1MM or $0.89 per share from $231.6MM or $2.83 per share last year. Revenue grew to $1.99Bil from $1.92Bil. Non-GAAP EPS increased to $1.65 from $1.50.

$PVH {{ '2017-03-23T14:01:33+0000' | timeago}} • Webcast

In China, $PVH's Calvin Klein business is three time the size of the Tommy Hilfiger business. The company is planning to double the size of both businesses in China over the next five years.

$PVH {{ '2017-03-23T13:39:26+0000' | timeago}} • Webcast

For 2017, $PVH is planning to pay down at least $250MM of its debt. The company has also planned its share repurchases for the year to be between $200MM and $250MM.

$PVH {{ '2017-03-23T13:34:56+0000' | timeago}} • Webcast

$PVH said its 2017 revenue will be negatively impacted by approx. $70MM related to its Mexico deconsolidation and approx. $80MM related to the transfer of Tommy Hilfiger North America wholesale business to G-III.

$PVH {{ '2017-03-23T13:16:53+0000' | timeago}} • Webcast

During 4Q16, $PVH started to see an improvement in trend in US outlet stores located in international tourist destination locations as traffic began to stabilize a bit. The company said its International business continues to outpace domestic growth, and believes this trend will continue to accelerate in 2017.

$PVH {{ '2017-03-23T13:12:55+0000' | timeago}} • Webcast

Throughout 2016, $PVH's performance was driven by the momentum across Calvin Klein and Tommy Hilfiger businesses. The apparel maker said its European and China businesses continue to be the healthiest markets.

$PVH {{ '2017-03-22T21:15:58+0000' | timeago}} • Infographic

$PVH PVH Corp. Earnings AlphaGraphics: Q4 2016 Highlights

$PVH {{ '2017-03-22T20:51:22+0000' | timeago}} • Announcement

$PVH appointed Amy McPherson to its BoD. McPherson will serve on the Board's Audit Committee. The appointment is effective April 25, 2017. The number of the full Board was increased to 12 in connection with this appointment. McPherson will be eligible to stand for reelection at the 2017 Annual Meeting of Stockholders.

$PVH {{ '2017-03-22T20:39:03+0000' | timeago}} • Announcement

During 2016, $PVH repurchased 3.2MM common shares for $315MM (4.5MM shares for $441MM since inception) under the $500MM 3-year stock repurchase program authorized by the BoD in 2015. On March 21, 2017, the board authorized a $750MM increase to the program and extended it to June 3, 2020.

$PVH {{ '2017-03-22T20:36:37+0000' | timeago}} • Announcement

$PVH expects 1Q17 EPS of $0.73-0.75 and non-GAAP EPS of $1.58-1.60. Revenue in 1Q17 is expected to increase about 2% (up about 4% on constant currency basis). $PVH sees net interest expense to be relatively flat compared to $29MM in 1Q16, and effective tax rate of about 24% on GAAP and 20% on non-GAAP basis.

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