PVH's Situation Is Bad, But Stock Has Low Expectations, Still Fair And A Hold

Tariff impacts are real, particularly in U.S. gross margins, but they are not catastrophic. The bigger challenge facing the company is execution (its ability to maintain brand relevance and product momentumLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of ...