Reddit Posts
Sam’s wingman just quit. Greg says it was a coup
Lulu might be the riskiest stock in the Apparel industry
PVH Corp. stock pops 10% on profit beat, bullish outlook (NYSE:PVH)
Is it possible for Tom tailor to be taken over by a German company? Otto, zalando, or will it stay with Fosun? Bargain? delisting? Insolvent? Takeover? Although the brand is selling quite well, the stock has been forgotten, what do you think of it?
PVH stock analysis and valuation - An undervalued company?
Opportunities in Options Around Earnings This Week
$9k to $50k yolo on PVH, Shoutout the Oracle u/hour_amphibian1844
PVH up 13%, our prediction of beating the 8% expected move was spot on!
Calls on PVH earnings tonight ($PVH, maker of Calvin Klein and Tommy Hilfiger)
Stocks Most Likely to Beat Market Expectation of Earnings Next Week
My Watchlist For 6/3/2021 -- June Makes May Look Like Dog Poop
I have made 12 out of 15 correct public predictions, 80% win rate
Mentions
It's part of my Mother of All Trade Deals EU India package... PVH generates a massive portion of its multi-billion dollar revenue in Europe, any Tommy Hilfiger or Calvin Klein garments manufactured in India and exported to the EU will now land at a substantially lower cost.
Why you bought PVH? Interesting choice
If anything PVH over NCNO
I've had my eye on AudioEye (NASDAQ: AEYE) for a while now. It's a low-to-mid cap company (market cap around \~$150-200M depending on the day) specializing in automated web accessibility solutions. Basically, they help businesses make their websites compliant with ADA/WCAG standards so people with disabilities can actually use them – think screen readers, keyboard navigation, alt text, etc.Why I'm interested: * Strong regulatory drivers: In the US, ADA website lawsuits have been rampant for years, and enforcement keeps ramping up. In the EU, the European Accessibility Act (EAA) fully kicked in back in June 2025, mandating accessibility for a ton of digital services (e-commerce, banking, etc.). Non-compliance means fines, lawsuits, or even site shutdowns in some cases. This creates a massive tailwind for companies like AudioEye that offer automated fixes + expert support. * Solid traction already: They reported \~127,000 customers as of end-2024 (up significantly YoY), including some big names like Samsung, Calvin Klein (PVH), Samsonite, Tommy Hilfiger, and partnerships with platforms like CivicPlus and Finalsite. A lot of their growth comes from partners/resellers, which scales nicely. Revenue guidance for 2025 was \~18% growth, with improving margins and path to stronger profitability. * Potential catalyst: Right now, a lot of clients seem to be smaller/mid-sized or through channels. But with regulations tightening (especially EAA pushing EU expansion), I expect more enterprise-level wins and bigger brand announcements. If they start landing (or publicly highlighting) more Fortune 500-type clients, this could surge – the market for digital accessibility is still hugely underserved. The stock had a monster run in 2024 (up \~245% at one point) on partnerships, an acquisition, and revenue beats, but pulled back a bit late in the year. Analysts mostly have Strong Buy ratings with targets in the $30s (implying big upside from current levels). It's volatile as a smaller cap, but the fundamentals look good – recurring revenue, high gross margins, and a market that's only getting more mandatory.
Sold PYPL - they don’t seem to be going anywhere. And: as a consumer, their product still sucks. Sold PVH - no moat (while i.e. TPR doing real well: pricing power). Hanging on to everything else (very diversified, large portfolio). NVDA, AMD, MU - still a keeper. Underlying trends still going on, strong execution, good financials. Only reason I sell is those companies that have no moat or execution issues. Still debating over ADBE (their financial trend looks good - the lackluster performance this year I think is attributed to AI scare if they are able to hold up. I believe they should be, human creativity can’t be replaced by AI)
So which stock is profiting most from 'YNs" buying quarter zips? Lands End, PVH, RL, Oxford etc.
PVH worth a look here for a trade. Earnings seem completely unaffected by tariffs. Huge insider buying, extremely low valuation, debt is OK, trading at discount to book. The huge issue is it's blacklisted by China, but this is obviously priced in and earnings has not been affected at all, and, 2026 potential trade normality can normalize PVH too, potential for over 60% gains in a year.
How about PVH on that larger uptick in apparel?
Trash clothing companies tbh. The real next big dog is PVH, the Tommy Hilfiger and Calvin Klein owner. They have flagship stores and perpetual orders from big department stores like TJ Max and Marshall’s. And foot traffic is up big for those mid tier/priced designer clothes.
Thanks for the share! We all done this/ been here. Mine was PVH back in the day… had I just thrown the 15K in puts…would’ve been over 160k…nice play. Get them next time
I'm an ass guy, but lulu has not been preferred by the ass girls these days. The calvin klein underwear are a staple however. Which stands to reason why PVH is doing a bit better than lulu. PVH owns ck
Sure, so did PVH Corp at one point, and look at their stock since they fell off. Crazy to hold any size in one company and hope things go back to normal. Good luck!
$PVH free money Huge eps beat Options are expensive but you can scalp 3% on PVH on shares
PVH beat earnings. ANF guaranteed to crush
OKTA and PVH calls or puts?
Went 3k deep on PVH calls before close last Friday. Am I printing tomorrow?
meh, down. cashed like crazy on VRNT calls, PL calls, and PVH puts. Still ended up +32% this morning at open avgo puts, rbrk puts, docu puts, woof calls are my move today
Yeeah, I don’t think so either lol unless they do crazy numbers. PVH dumped, GAP dumped majorly. I got in on IOT though.
I bought PVH puts at the bottom!!!
PVH to $90 get fucking ready
most of the retailers are low PE. Check out CROX, PVH, GAP etc...
So wat did PVH go up mayne
Gold, CORT, PVH, ABT I don’t care for the hype stocks (Tesla,Apple)
Damn I predicted PRGS and PVH correctly 
Wow. Screw the regard that days buy PVH puts 
Fuck me. PVH announces 5% earnings loss YOY and terrible outlook for 2025 but the stock rallies because of fucking buybacks. What world we live in. Hope the conference calls crashes this shitstock. Well at least the options are long dated ain’t no way this stock doesn’t crash
Week Ahead Watch Mon: Japan/China data dump. Earnings from $PVH Tue: ‘Liberation Day’ tariff watch, JOLTS Wed: ADP payrolls, factory orders. $RH Thu: PMIs, Fed speakers. $CAG $LW $AYI Fri: Non-farm payrolls
After getting ass blasted on the ONE set of calls I've bought with LULU, I'm considering poots with PVH. Thoughts?
That was just me showing I had a big win in the past with it. Most people ignore names like this and overcrowd PLTR, NVDA, etc. Imo, these types of plays are goldmines and was just illustrating it moves significantly. I've made money up and down on PVH.
Yea but you sold the PVH puts did u not?
PVH can bounce up or can continue to drill to 48-50$ range. But it look very bearish short term to me so I will go with put 60$.
I've never seen anyone mention PVH, but I know it exists :) https://preview.redd.it/y9e4uktpcgre1.png?width=881&format=png&auto=webp&s=c7a4f73c488e80b04962803325d8e72062990766
You should look a little deeper... I'm not saying they are always a play (they aren't); however, PVH is a hidden gem that moves. This is just one example for me... RH and LW both have potential. https://preview.redd.it/on3j02dfcgre1.png?width=899&format=png&auto=webp&s=dfad0dc7b36439b715b75230b1173f21673664b8
Hoka and UGG both have manufacturing facilities in China, China went after PVH on Thurs/Fri, tariffs are looming and not to mention a weaker consumer could play out more this year. I like DECK but I don't think anyone likes the uncertainty right now. It's almost all institutional ownership as well who have been in for a long time and much lower cost basis.
> China’s Ministry of Commerce began investigating PVH in September for allegedly refusing to source cotton from the Xinjiang region DEI in shambles
>PVH in September for allegedly refusing to source cotton from the Xinjiang region, which has become notorious for its Uyghur detention camps. So that's pretty much the reason why. Don't forget that China basically has slave labor and not quite genocide going on but genocide-lite. Those were pretty big topics before the big C came and made most of that crap go under the rug.
The tariffs imposed by China are very limited in nature and easy to avoid. US LNG will just redirect somewhere else, no problem. They are mostly self-sufficient on coal / have imports from Russia/Australia. They sanctioned a few tiny companies like PVH (<$5B market cap), and also Illumina ($20B market cap). They said they'd investigate Google for anti-trust, but most of Google's products are banned in China anyway so I don't see the relevance.
Recap of China tariffs so far \-Officials began a probe into Google \-10% tariff on U.S. Oil and Agriculture materials; 15% tariff on coals and LNG. \-PVH Corp, owner of Calvin Klein, and Illumina to a list of unreliable entities. \-China Sets Export Control on Tellerium and Tungsten-Related Materials 
China Adds PVH Group, Illumina Inc to Unreliable Entity List - Bloomberg (PVH owns brands such as Calvin Klein and Tommy Hilifiger)
PVH is rigged beats eps by 20% and it's down 8% just because they sold so many call not enough put and don't wanna pay
Calls: AEO, RBRK, S, SNPS, VRNT Puts: PVH, DG, CHPT Feels like I got em all rofl, gl degens, looking forward to tomorrow when I ask myself why the fuck I have these DG puts and know its all your fault
Got burned with PVH calls
Potential lottery tickets PVH, Box, SMTC, NCNO. Anyone getting calls or puts for these?
Anyone getting PVH calls?
Anyone getting PVH calls?
There are more places to make money than just tech lol. Doubled my investment in PVH, which is apparel.
With these brands, it is more about brand strength than guidance or revenue. LULU, PVH and RL all gave weak guidance. Same with VFC. The main factor is that most retail are losing their Asian market. However, the reaction was not down to guidance. It was mainly down to the brand strength and how much the executives of these companies are roaming in the MM circles.
I hear you. PVH also did build during the Q vs. LULU which hit a major drop on the CPO leaving, so even if they hit this quarter, investors may be shy if they dont settle understanding long term product vision. it looks like PVH also gave poor guidance for Q2 so that may factor into it. it's all a crap shoot.
PVH had a bad reaction after earnings today. Did the same last earnings call, too. LULU followed a similar trend. RL went a very different route to LULU and PVH in the earnings call. It is difficult to call how the market will react to retail nowadays.
PVH gonna give me HPV tomorrow
is PVH the hidden play this week?
Someone convince me not to hold my PVH calls thru earnings tmrw
I have a genuine question. If a stock drops due to earnings estimates being lowered, is it possible for that stock to beat revised expectations enough to get a positive reaction to earnings. Or is the earnings reaction guaranteed to be negative. The stock im talking about in this case is PVH.
I have a genuine question. If a stock drops due to earnings estimates being lowered, is it possible for that stock to beat revised expectations enough to get a positive reaction to earnings. Or is the earnings reaction guaranteed to be negative. The stock im talking about in this case is PVH.
What‘s the play for PVH earnings tomorrow?
Everyone, please go take a look at PVH. Earnings after hours tomorrow, the stock likes to jump around a lot and calls are extremely cheap.
PVH calls are the only thing that can save me now
With LULU or PVH either of them tanking so bad this week
Some Earning calls this week: LULU; HPE; BBWI; PVH; BF.B; DLTR; FAA; LULU and BF.B are overvalued (fundamental) on current data, but LULU has extreme good financials (Nvidia light). If you believe in their business go for it. I go for FOMO WSB YOLO reasons. BF.B is has extrem high volume, so something is up. They price crashed but RSI is not oversold. Insiders hold the stock and no one plays puts on it. So maybe time to buy the dip. DLTR, FAA, HPE, BBWI are undervalued (fundamental) so any non bad news will boost their value simply by increasing data quality and not being bad news. PVH: I wear their underwear and girls liked it. Good reasons for being bullish. Apparel brands are still on the comeback from corona times. So you should buy puts on all of these as I am here for a reason. Anyone has a good stock screener that covers Europe? (Finviz only covers US listed stocks).
There are a lot of contradictory market reactions to the softer guidance provided by so many retail companies in the last 4-5 months. PVH, LULU fell, but RL rose. So will be interesting how this plays out. LULU has got most of the bad news out with their CPO leaving, so let's see how this plays out. If PVH does well on Tuesday, then LULU might get a similar reaction.
Long dated ITM calls on $PVH luxury still guuuud ala Bernie
This is a UBS analyst remarks, in case anyone wants to read but gets paywalled. This guy always marginally increases his PT on RL before earnings calls. I think he pointed out correctly that Q1 (calendar quarter april through June) may disappoint, and April sales were weak across the industry. A lot of that data will go into the earnings call. What will be understated would be the impact of a big miss on top line and bottom line for fiscal year Q4 (which is calendar quarter Jan through March) we expect to be way low, if following the trend of PVH, HUGO, LULU. I also think this analyst isn't considering macro and greater china issues. I thinks pump-sell-off intraday holding pattern is there for a reason. Shareholders aren't buying in anticipation of the earnings call. When volume comes, it is to sell (see the technical chart I shared in another post today). Therefore, I think it's fair to assume that a bad miss + bad guidance is exactly what the market is anticipating (hence the existing holding pattern), and on confirmation of a bad earnings, the selloff should occur. See below for article. Ralph Lauren's Transformation Seen Spurring Upside EPS Surprises, UBS Says15:15:33 PM ET, 05/16/2024 - MT Newswires 03:15 PM EDT, 05/16/2024 (MT Newswires) -- Ralph Lauren's (RL) transformation "will lead to upside EPS surprises and drive stock price appreciation" in the next 12 months, UBS Securities said Thursday in an earnings preview. The company reduced exposure to weak accounts and brand dilutive channels, spurring prospects to drive more revenue in direct online and store channels, UBS said. Direct-to-consumer business may increase to 75% of the company's total in five years versus 59% before the pandemic, the report said. UBS raised the price target on Ralph Lauren to $250 from $244 and reiterated its buy rating. Fiscal Q4 results are due May 23. The quarterly earnings probably won't be a "big catalyst," while a weaker-than-anticipated fiscal Q1 outlook due to a slow April might hurt investor sentiment, UBS said. "Options market pricing implies Ralph Lauren could move 8.3% in either direction over the event compared to its average 6.2% earnings day move," UBS said. Sentiment seems bullish because the company is favored by investors and its price-to-earnings ratio is higher than both its five-year average and industry average, UBS said. Ralph Lauren's stock has dropped versus S&P 500 recently amid concerns with prospects for a soft April performance, UBS said. UBS still raised annual EPS estimates through fiscal year 2027, partly because of web traffic growth in the US and internationally. Ralph Lauren shares fell 0.8% in recent trading Thursday. Price: 165.58, Change: -1.41, Percent Change: -0.84
DKS -calls Ulta - calls PVH - Puts Last earnings season. There were other smaller plays that lost as well
Anyone have suggestions for a couple of good stocks outside of tech to ride out the next year or two? I think I’m currently too tech heavy—MSFT, GOOG, TSM, ZS, and (tech heavy) SPY. Only have PFE (healthcare) and PVH (retail apparel) outside of tech. I want to avoid energy except maybe wind. I keep seeing that financial sector has lots of potential but difficult to assess which positions might be best there.
If you look around you will find quite a few stocks like this. They always say it’s double counting shorts as longs multiple times and it’s just a glitch but who knows. ANF, ELF, PVH just a few
Yeah, not looking at it as a play, but a data point to your DD. If ANF can buck the trend and not fall victim like PVH, that could be a counter to your DD.
Your DD seems pretty solid. Mid-high consumer discretionary spending is looking hella weak. ULTA is down 20%. I sold my ULTA PUTS last week for 300% gain. It'd be 400% if I had held till now but it's never possible to call a stock's bottom. My think ULTA will go under $400 post its earnings but I decided to put the money into RL PUTS instead. Yeah, I know ULTA is makeup and beauty but the consumer spending is the same. Looking at RH (Restoration Hardware), it spiked on earnings but has lost 30% the following three weeks. RH doesn't sell clothing but RL does sell home furnishings. You already mentioned PVH and LULU and I see KER has already been discussed. RL PUTS has a good chance of success so I'm in.
Yeah, a few points; https://chainstoreage.com/news-briefs/2024-04-12?article=mastercard-spendingpulse-march-retail-sales-rise-across-channels This is the article with the relevant data that I'm assuming OC was talking about. 1. According to Mastercard SpendingPulse, which measures in-store and online retail sales across all forms of payment, total U.S. retail sales (excluding automotive) were up YoY in March 2024, showing showing continued growth for both online (+6.1%) and in-store (+2.6%) retail sales. Notably, it's not adjusted for inflation (noted at the bottom of the article). Which means, when you factor in CPI inflation, it's actually down in real terms. 2. Home furnishings and furniture is down -8.3% YoY, of which RL has a sizable portfolio of home decor in their portfolio. This is a trend we've seen after COVID, where COVID spurred a lot of home improvement, furniture, furnishings, and now it's declined. 3. The article does note an increase in apparel spending, but my optimism allows me to assume that it could be outside of the RL semi-luxury tier. LULU and PVH re-affirms my thesis that this semi-luxury (below Gucci, Versace, Balenciaga, etc.) is going to face a poor year. So it's not enough to really shake me. Plus the reality is it would just reduce the likelihood of a pre-announcement revising earnings and guidance down (which I anticipate **could** happen next week, though it's still not super likely), as well as potentially (in the worst case scenario) allow RL to have a great earnings report and guidance. However, in the nearer term, I do think that the low volume exhibited by the stock, the resistance at this current \~159-162 range, and the gap **will** fill if there's any other bearish catalyst (continued strong inflation data, the April/May FOMC meeting, a retaliatory attack from Israel, or some random black swan like a bank failure due to sustained high interest rates & high treasury yields).
It still lost 20% since PVH and LULU gave shit guidance ¯\_(ツ)_/¯ almost as if consumer discretionary is cyclical and institutional money is rotating out.
I most certainly wouldn't consider myself 'more experienced', but I spent 2021 to around late 2023 down quite a bit on a lot of picks of mine. In time you learn to cut the losers - it can be easy to get attached and hold on too long, but learning to let go really is an important skill. Looking at your list there I think MSFT TSM and PFE are good holds (I hold MSFT myself , have been contemplating buying some PFE, and *should have* bought TSM back in 2021), and PVH it could go either way. NOVA is definitely going to be your biggest troublemaker. Renewables, electric cars, anything of that sort... just isn't ready. Either that, or knowing which one will succeed is like shaking a magic eight ball - while NOVA may be your biggest holding one day, it will probably also be the one you're going to be down the most on for the longest period of time. (From my experience.) TL;DR: just be vigilant and try not to get attached to whatever is killing you.
I have 225k in TTTXX (treasuries only fund) and long term safe places plus 30k in cash. I then have about 70k in Robinhood just to play around shorter term with individual stocks. I started that about a week ago…bad timing I guess. I have 20k in SPY, and 10k each in: -PVH -PFE -MSFT -TSM -NOVA Everything is down. NOVA is way down. The first several days I kinda freaked out at every rise and fall. Now I’m thinking to just stop worrying so much and just stick with these and ride the rises and falls for a while. This is my “play” money and part of my mindset is I want to invest in companies I believe in (hence NOVA for solar, TSM to support my former home Taiwan, and not investing in tobacco, fossil fuels for example) but I still want to gain and hopefully beat the market. I feel like despite being a novice I researched these stocks pretty decently and feel like they have good prospects. But the pain from NOVA especially has me questioning my life choices a bit. Any tips from the more experienced among you?
sir, you are late to the party you had a chance to buy at $60, $80, $100, shit even at $120 you could have ridden up to $140 ANF is not CHEAP. Look at what is going on with other retailers ULTA, ELF, LULU, PVH, NKE, etc they are ALL warning about shit sales and guiding down rest of the year. ANF almost went BK and then pivoted to not shit clothes with douche models. and some algo got ahold of it and squeezed shorts ANF is on a ticking time clock and will dump hard and fast. at around $50 a share it was on the expensive end. but there is no fucking way better managed companies like ULTA and LULU get hit hard and fast with retracting sales AND THEY HAVE CULT LIKE KAREN FOLLOWING and some douchebag company like ANF continues to grow retail sales have been in the shitter and they were riding a semi decent q4 .. but their next earnings are going to be utter shit and it will tank 20-30%
https://preview.redd.it/9qfthd5gpjsc1.jpeg?width=1170&format=pjpg&auto=webp&s=f79226a1d25078947b79a095d7768ab065b7df7a That was uhhhh, the only one I had today. I still think RL is trading 18% higher than it should. I have an end-of-May (includes Earnings) PT of $140. So… yeh. Despite the sell-off today, volume on RL was still quite low. But I suspect when CPI comes in, institutions will start rotating out of consumer discretionary (luxury), esp with semi-luxury getting killed (PVH, LULU, etc). I really think RL’s current price is just because no one really cares enough to dump it yet. But it’ll drop next Weds if CPI data is bad, which it should be.
Thoughts on PVH calls?
Take a look at PVH chart and tell me it doesn’t look identical. Facebook will go -20% on earnings
I had LEVI puts, after I saw what happened with PVH. LEVI shot up like a green dildo AH smh
¯\_(ツ)_/¯ PVH dropped over 20%. But yeah, I’m already in so idc. Just holding.
LMAO, LEVI beat and raise but still below what it was when it dropped for no reason after PVH earnings.
Hope you got those PVH puts
Regarding PVH: Why does the share price not being $400-500 matter? Knowing that LULU did so poorly and it’s supremely desirable mass appeal, what in depth research did you do that suggested brands such as Calvin Klein, and Tommy Hilfiger? Did you notice MACY results and guidance? Was it because RL and GPS did well? Without an obviously clear outlook, why make such a heavy 30% of total (original) portfolio bet on short term calls on ER?
Have you been listening to earning calls across the industry? All of them are low key saying we got serious headwinds ahead of us and are tightening our supply chain logistics and reducing inventory to prepare. Nike and LULU most recently. PVH was for sure a puts play which has dragged the entire industry down in sympathy today. LEVI is reporting tomorrow AH. Listening to their q4 earning call, they reference these “headwinds” and also commented on wholesale numbers being down because raising outdoor temps = nobody wants denim in the summer. IMO, all clothing related companies this year are going to get rekt. I recommend reading previous quarter earnings transcripts to get an idea of guidance direction and plan accordingly with options.
I’m sure you know this but the price of a share doesn’t really matter. You mention Lulu trading in the $400-500 range being a factor in why you thought PVH would fare better. But the actual outlay-per-share should not be a factor. MCD trades for 1/10th per share what CMG trades for - one of them is perceived as having nothing but glory in their future and the other, well, they charge $12 for some greasy fries. I exaggerate just to mark the point - the price of a share is irrelevant.
The company isn’t shit and they have an initiative to reduce costs via the PVH+ plan as well as a billion in stock buy back. They recently announced dividends. They seemed to be on a positive growth trajectory and beat their Q4 earnings growing revenue and earnings per share. I don’t know why companies give forecasts for future earnings when it hasn’t even happened yet. It’s just asking to fuck their share holders.
Could have had a 10 bagger on PVH and rolled that into RL puts?
Imagine if you bought 84 PVH puts 
Why didn’t you buy Puts on PVH then?
where was the DD on PVH? Take a break from here. Nothing 6 months wont heal
Who keeps buying PVH puts? IV is going insane now.
PVH puts for the win! Thank you Calvin!