PVH down after material Q4 guidance cut; Q3 results top expectations

Published 2024-12-04, 04:48 p/m
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PVH
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Investing.com -- PVH Corp posted third-quarter results Wednesday that topped Wall Street estimates, but the apparel retailer lowered the high end of its full-year earnings guidance range amid a hit from a stronger dollar

PVH Corp (NYSE:PVH) over 6% in afterhours trading Wednesday. 

For the quarter ended Nov. 3, the company reported adjusted Q3 earnings of $3.03 a share on revenue of $2.26 billion, beating estimates of $2.58 on revenue of $2.22B.

Gross margin rose to 58.4% from 56.7% in the prior year period.

Looking ahead, PVH guided fourth-quarter revenue down 6-7%, below the Street's expected reported decline of around 4.5% year-over-year. Q4 EPS guidance also missed expectations, with the company expecting it to be in the range of $3.05 to $3.20, compared to the prior implied guidance of $3.60-3.85 consensus of $3.71. 

"Management guided 4Q materially below consensus for the lowest 4Q guidance reduction we've ever seen from PVH," BMO (TSX:BMO) Capital Markets analysts commented.

"Shares are “inexpensive” but we await visibility on upward revisions," they added. 

For the full year, the company said it now expects adjusted EPS in a range of $11.55 to $11.70, lowered from $11.55 to $11.80 previously, owing to a $0.15 per share hit from foreign currency translation, up from approximately $0.05 previously. 

The company reaffirmed full-year revenue guidance to decrease between 6% and 7%.

"To some degree, mgmt may just be taking a conservative approach by not flowing through any of the 3Q beat and instead taking it out of 4Q," Citi analysts led by Paul Lejuez wrote. "However, inventories seem high and they may be expecting GM pressure in 4Q."

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