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PVH at 2026 Global Consumer & Retail Conference: growth playbook

PVH at 2026 Global Consumer & Retail Conference: growth playbook

On October 8, 2026, PVH Corp. addressed its growth strategy at the Global Consumer & Retail Conference. CEO Stefan Larsson and CFO Alexis Rollier highlighted the company's focus on disciplined execution and leveraging its strong brand portfolio, including Calvin Klein and Tommy Hilfiger - both ranked among top five globally. PVH reported double-digit e-commerce growth across regions, with notable gains in denim, underwear, sweaters and shirts.

The company is strengthening its position in North America and APAC, while Europe faces challenges due to weak sentiment and regional conflicts. Rollier emphasized tighter cost, margin and operating discipline to fund brand investments. Larsson stressed that successful growth stems from brand relevance, product, marketing and execution, not just fashion trends.

Calvin Klein and Tommy Hilfiger remain PVH's most desirable brands among Gen Z and young millennial consumers. The company is also taking back control of women's wholesale in North America, expected to be completed by year-end, and is expected to bolster a $350 million licensing business. PVH's revenue was $8.92 billion last year, with a 57.6% gross profit margin and a 20% free cash flow yield.

Despite near-term headwinds, management anticipates earnings growth as operational improvements take effect.

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