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Jupiter Topco LLC acquired a new stake in shares of PVH Corp. (NYSE: PVH) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 21,286 shares of the textile maker's stock, valued at approximately $1,580,000. A number of other institutional investors have also

PVH Corp. (PVH) remains a buy, trading at ~7x ex-tariff earnings with strong buyback support and improving fundamentals despite sluggish sales growth. Q2 earnings exceeded expectations, driven by a $1.80/share tariff refund; core margin improvement was modest but positive amid sector headwinds. Asia outperformed with 3% sales growth, while EMEA lagged due to Middle East conflict and Europe's energy pressures; Americas showed resilience.

Tapestry Stock Drops After Strong Quarter and Raised OutlookPVH NYSE: PVH reported second-quarter 2026 revenue and profit that met or exceeded its guidance, as direct-to-consumer and e-commerce strength in the Americas and Asia-Pacific helped offset continued weakness in European wholesale markets.

Revenue declined 3% on both a reported and constant-currency basis, landing at the high end of the company’s reported guidance, according to Interim Chief Financial Officer Melissa Stone. Operating margin was 11.1% and adjusted earnings per share totaled $3.70, both ahead of expectations.

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After a Huge Rally, Is There Any Upside Left for Ralph Lauren Stock? The quarter included $107 million in tariff refunds, which added approximately 510 basis points to gross margin and about $1.80 per share to earnings. Excluding the refunds, PVH said operating margin was 6% and gross margin improved about 20 basis points from a year earlier.

Regional Results Reflect Mixed Demand Americas revenue fell 1%, while direct-to-consumer revenue increased slightly and e-commerce rose high single digits. Wholesale revenue declined low single digits, reflecting the timing of certain Calvin Klein shipments into the second half of the year, partially offset by higher Tommy Hilfiger wholesale revenue tied to licensing transitions in North America.

Calvin Klein's Parent May Be the Market's Best BargainAsia-Pacific revenue increased 3% as reported and 1% in constant currency. Direct-to-consumer sales grew low single digits in constant currency, led by stores, while wholesale revenue declined mid-single digits as partners remained cautious. E-commerce was down slightly for the region, though PVH said it remains on track for full-year growth. China e-commerce grew mid-single digits in constant currency.

In Europe, Middle East and Africa, revenue declined 6% in reported and constant currency, as lower consumer demand and the direct and indirect effects of the conflict in the Middle East pressured the business. Direct-to-consumer sales were down low single digits in constant currency, an improvement from the first quarter, while e-commerce grew mid-single digits across both Calvin Klein and Tommy Hilfiger. Wholesale revenue fell high single digits.

Chief Executive Officer Stefan Larsson said European wholesalers remain cautious following a difficult spring season. PVH’s spring 2027 European wholesale order book is down mid-single digits, he said. The company is working with key accounts on assortments and plans to increase in-season replenishment of best-selling products.

Brands, Product Categories and Digital Engagement Tommy Hilfiger revenue was flat, including an approximately three-percentage-point benefit from the wholesale sell-in of previously licensed women’s categories in the Americas. Excluding that transition, Tommy Hilfiger revenue declined about 3%.

Calvin Klein revenue declined 7%, including an approximately four-percentage-point impact from the timing of wholesale shipments in the Americas. Excluding the timing effect, Calvin Klein revenue also declined about 3%.

PVH said its direct-to-consumer business was supported by stronger traffic and higher average unit retail, or AUR, in key markets. Calvin Klein denim sales in direct-to-consumer channels rose double digits globally across men’s and women’s products, with women’s jeans producing double-digit AUR growth. Tommy Hilfiger’s direct-to-consumer sales benefited from double-digit sweater growth and mid-single-digit gains in shirts and polos. Linen sales rose more than 30% across regions, the company said.

Larsson highlighted the company’s marketing efforts, including a Jungkook product collaboration for Calvin Klein that generated 5 billion in social-media reach, triple-digit e-commerce traffic growth compared with the spring brand campaign, and more than 90% global sell-through. PVH also recently launched Calvin Klein denim campaigns with Tate McRae and Sadie Sink, while Tommy Hilfiger’s fall campaign features Travis Kelce.

The company has completed more than 120 store refurbishments and relocations and more than 130 store openings year to date. It also plans further investments in e-commerce, stores and shop-in-shop renovations.

Margins, Inventory and Cost Actions Second-quarter gross margin was 63%, up 530 basis points from the prior year including the tariff refunds. Excluding those refunds, the improvement reflected lower product costs, favorable foreign exchange and channel mix, partially offset by a more promotional environment in EMEA, higher tariff costs net of mitigation efforts, and North American licensing transitions.

Inventory declined 3% from a year earlier and was lower across all regions. Stone said the company entered the fall and holiday seasons with healthy core-product levels and improved stock freshness. Inventory is expected to increase year over year in the third quarter to support wholesale shipments in the Americas that are weighted toward the second half.

PVH said it has identified approximately $45 million in annualized run-rate savings through centralized indirect procurement and enterprise-wide spending controls. A portion of the savings is expected in 2026, with full realization anticipated in 2027.

Selling, general and administrative expense increased 240 basis points to 51.9% of revenue, partly reflecting an 80-basis-point increase in marketing investment. PVH expects full-year marketing spending to rise by at least 50 basis points to about 6% of sales.

Outlook Reaffirmed PVH reaffirmed its full-year outlook for approximately flat reported revenue and a slight constant-currency revenue decline, operating margin of about 8.8%, and adjusted EPS of $11.80 to $12.10. The outlook includes the second-quarter tariff-refund benefit.

Third-quarter revenue is projected to decline low single digits in reported and constant currency. Third-quarter operating margin is expected to be about 7.5%. Third-quarter EPS is expected to range from $2.50 to $2.65. PVH expects to repurchase at least $300 million of shares and spend about $250 million on capital expenditures during 2026. The company also recorded a $439 million non-cash goodwill impairment charge on a GAAP basis, citing changes in valuation assumptions related to geopolitical and macroeconomic factors.

PVH announced that Alexis Rollier, its incoming chief financial officer, has joined the company and is expected to lead the third-quarter earnings call with Larsson. Rollier most recently served as global CFO and COO at Sephora.

About PVH (NYSE:PVH)PVH Corp is a leading global apparel company known for its portfolio of iconic brands in the dress shirt, sportswear and lifestyle categories. The company designs, markets and distributes clothing, accessories and fragrances under both owned and licensed brands. PVH's core brand holdings include Calvin Klein and Tommy Hilfiger, complemented by a range of heritage labels such as Van Heusen, IZOD, ARROW, Warner's and Olga.

PVH's operations span the entire value chain from product design and development to manufacturing, marketing and distribution.

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The owner of Tommy Hilfiger and Calvin Klein reported a second-quarter loss of $102.9 million, compared with a profit of $224.2 million a year earlier.

For the quarter ended July 2026, PVH (PVH - Free Report) reported revenue of $2.1 billion, down 3.2% over the same period last year. EPS came in at $3.70, compared to $2.52 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.1 billion, representing no surprise. The company delivered an EPS surprise of +20.13%, with the consensus EPS estimate being $3.08.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how PVH performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue by Segment- Americas: $680.1 million compared to the $675.98 million average estimate based on two analysts. The reported number represents a change of -0.6% year over year.Revenue by Segment- Asia-Pacific (APAC): $343.7 million versus $335.97 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.5% change.Revenue by Segment- Europe, the Middle East and Africa (EMEA): $986.3 million versus the two-analyst average estimate of $998.83 million. The reported number represents a year-over-year change of -5.9%.Revenue by Segment- Licensing: $86.9 million versus the two-analyst average estimate of $86.79 million. The reported number represents a year-over-year change of -12.7%.View all Key Company Metrics for PVH here>>>

Shares of PVH have returned -17.9% over the past month versus the Zacks S&P 500 composite's +2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of PVH Corp. (NYSE:PVH – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 8,785 shares of the textile maker’s stock, valued at approximately $652,000.

Several other hedge funds have also made changes to their positions in the stock. Neuberger Berman Group LLC lifted its stake in PVH by 4.7% in the fourth quarter. Neuberger Berman Group LLC now owns 3,467 shares of the textile maker’s stock valued at $232,000 after buying an additional 155 shares during the last quarter. GAMMA Investing LLC increased its holdings in shares of PVH by 10.2% in the 2nd quarter. GAMMA Investing LLC now owns 1,708 shares of the textile maker’s stock worth $127,000 after acquiring an additional 158 shares during the period. NewEdge Advisors LLC increased its holdings in shares of PVH by 1.1% in the 1st quarter. NewEdge Advisors LLC now owns 16,212 shares of the textile maker’s stock worth $1,131,000 after acquiring an additional 171 shares during the period. Smartleaf Asset Management LLC lifted its position in PVH by 15.0% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,381 shares of the textile maker’s stock valued at $94,000 after purchasing an additional 180 shares during the last quarter. Finally, Osaic Holdings Inc. boosted its stake in PVH by 12.4% during the 2nd quarter. Osaic Holdings Inc. now owns 1,672 shares of the textile maker’s stock valued at $114,000 after purchasing an additional 184 shares during the period. Institutional investors own 97.25% of the company’s stock.

PVH Price Performance NYSE:PVH opened at $73.93 on Tuesday. PVH Corp. has a 52-week low of $59.60 and a 52-week high of $100.75. The company has a quick ratio of 0.93, a current ratio of 1.68 and a debt-to-equity ratio of 0.46. The firm has a market cap of $3.41 billion, a P/E ratio of 23.40, a PEG ratio of 1.12 and a beta of 1.74. The business’s 50-day moving average price is $79.48 and its 200 day moving average price is $79.07.

PVH (NYSE:PVH – Get Free Report) last posted its quarterly earnings data on Wednesday, June 3rd. The textile maker reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.80 by $0.21. PVH had a net margin of 1.76% and a return on equity of 10.87%. The company had revenue of $2.03 billion during the quarter, compared to analyst estimates of $2 billion. During the same quarter last year, the firm posted $2.30 EPS. The business’s revenue for the quarter was up 2.1% on a year-over-year basis. PVH has set its Q2 2026 guidance at 3.000-3.10 EPS and its FY 2026 guidance at 11.800-12.10 EPS. As a group, sell-side analysts predict that PVH Corp. will post 12.01 earnings per share for the current fiscal year. PVH Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 2nd will be issued a $0.0375 dividend. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Wednesday, September 2nd. PVH’s payout ratio is presently 4.75%.

Wall Street Analyst Weigh In A number of equities research analysts have recently weighed in on PVH shares. Weiss Ratings cut PVH from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 14th. Needham & Company LLC cut their target price on PVH from $107.00 to $102.00 and set a “buy” rating on the stock in a research note on Thursday, June 4th. The Goldman Sachs Group decreased their price target on PVH from $93.00 to $87.00 and set a “buy” rating for the company in a research note on Friday, June 5th. Evercore set a $79.00 price target on PVH and gave the company an “in-line” rating in a report on Thursday, June 4th. Finally, Zacks Research cut shares of PVH from a “hold” rating to a “strong sell” rating in a research note on Tuesday, August 4th. Six analysts have rated the stock with a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $86.82.

Get Our Latest Stock Analysis on PVH

PVH Company Profile (Free Report)

PVH Corp is a leading global apparel company known for its portfolio of iconic brands in the dress shirt, sportswear and lifestyle categories. The company designs, markets and distributes clothing, accessories and fragrances under both owned and licensed brands. PVH’s core brand holdings include Calvin Klein and Tommy Hilfiger, complemented by a range of heritage labels such as Van Heusen, IZOD, ARROW, Warner’s and Olga.

PVH’s operations span the entire value chain from product design and development to manufacturing, marketing and distribution.

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NEW YORK--(BUSINESS WIRE)--Calvin Klein, Inc., part of PVH Corp. [NYSE:PVH], today unveils the second chapter of its Fall 2026 “Feel the Fit” denim campaign starring acclaimed Tony Award-nominated actor Sadie Sink. Celebrating the confidence that comes when the fit feels right, the campaign sees Sadie bring her instinctive style and modern attitude to iconic Calvin Klein jeans. “Denim has always been a staple in my wardrobe, so partnering with Calvin Klein on this campaign felt completely natur.

Wall Street expects a year-over-year increase in earnings on lower revenues when PVH (PVH - Free Report) reports results for the quarter ended July 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on September 2. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis owner of the Calvin Klein and Tommy Hilfiger brands is expected to post quarterly earnings of $3.08 per share in its upcoming report, which represents a year-over-year change of +22.2%.

Revenues are expected to be $2.1 billion, down 3.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.32% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for PVH?For PVH, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that PVH will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that PVH would post earnings of $1.8 per share when it actually produced earnings of $2.01, delivering a surprise of +11.67%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

PVH doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

In its upcoming report, PVH (PVH - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $3.08 per share, reflecting an increase of 22.2% compared to the same period last year. Revenues are forecasted to be $2.1 billion, representing a year-over-year decrease of 3.2%.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

With that in mind, let's delve into the average projections of some PVH metrics that are commonly tracked and projected by analysts on Wall Street.

Analysts' assessment points toward 'Revenue by Segment- Licensing' reaching $86.79 million. The estimate indicates a change of -12.8% from the prior-year quarter.

According to the collective judgment of analysts, 'Revenue by Segment- Americas' should come in at $675.98 million. The estimate suggests a change of -1.2% year over year.

The collective assessment of analysts points to an estimated 'Revenue by Segment- Asia-Pacific (APAC)' of $335.97 million. The estimate indicates a change of +0.2% from the prior-year quarter.

Analysts expect 'Revenue by Segment- Europe, the Middle East and Africa (EMEA)' to come in at $998.83 million. The estimate suggests a change of -4.7% year over year.

View all Key Company Metrics for PVH here>>>

PVH shares have witnessed a change of -12.5% in the past month, in contrast to the Zacks S&P 500 composite's +4.3% move. With a Zacks Rank #3 (Hold), PVH is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

NEW YORK--(BUSINESS WIRE)--PVH Corp. (NYSE: PVH) today announced that it will release its second quarter 2026 earnings results on Wednesday, September 2, 2026, after the market closes. PVH will sponsor a conference call on Thursday, September 3, 2026, beginning at 9:00 A.M. Eastern Time, hosted by Stefan Larsson, Chief Executive Officer, and Melissa Stone, Interim Chief Financial Officer and Executive Vice President, Global Financial Planning & Analysis, to discuss the results.

The call will be broadcast live over the Internet. A link will be available on the Company’s website, www.pvh.com, under the Investors section. For those who are unable to listen to the live broadcast, the webcast replay will remain available after the call on PVH’s website.

About PVH Corp.

PVH is one of the world’s largest fashion companies, driven by its two iconic brands, Calvin Klein and TOMMY HILFIGER. For more than 140 years, PVH has connected with and inspired consumers globally and now operates in more than 40 countries worldwide. For more information, visit https://www.pvh.com.

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The webcast and conference call will consist of copyrighted material and may not be recorded, reproduced, retransmitted, rebroadcast, downloaded or otherwise used without PVH's express written permission.

The information made available on the webcast and conference call will contain certain forward-looking statements that reflect PVH’s view of future events and financial performance as of Wednesday, September 2, 2026. All such forward-looking statements are subject to risks and uncertainties indicated from time to time in the Company’s SEC filings. Therefore, the Company’s future results of operations could differ materially from historical results or current expectations, as more fully discussed in its SEC filings. The Company does not undertake any obligation to update publicly any forward-looking statement, including, without limitation, any estimate regarding revenue or earnings.

The information made available also will include certain non-GAAP financial measures, as defined under SEC rules. A reconciliation of these measures will be included in the Company’s earnings release, which will be posted on the Company’s website, www.pvh.com, and included in the Company’s current report on Form 8-K to be furnished to the SEC in advance of the webcast and conference call.

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Key Takeaways PVH is advancing its PVH Plan through digital expansion, AI adoption and stronger consumer engagement.PVH is investing in data analytics and generative AI to improve forecasting and customer experiences.PVH continues to strengthen its DTC and e-commerce channels despite tariff and demand headwinds. PVH Corporation (PVH - Free Report) benefits from strength in its core brands, such as Calvin Klein and Tommy Hilfiger, which continue to leverage solid global recognition and strong pricing power across markets. The company is executing a multi-year transformation strategy focused on strengthening brands, accelerating digital capabilities and improving operational efficiency. PVH’s initiatives are largely driven by its “PVH+ Plan,” which aims to generate sustainable growth and enhance profitability.

PVH is also benefiting from the effective execution of its PVH+ Plan, which is designed to accelerate growth by strengthening its core capabilities and deepening consumer connections with its brands. The strategy is centered on five key priorities: enhancing product offerings, increasing consumer engagement, strengthening its presence in the digitally driven marketplace, building a demand- and data-driven operating model and improving efficiencies to support future growth investments.

A key component of PVH’s strategy is accelerating its digital transformation. The company continues to invest in Artificial Intelligence, data analytics and digital platforms to improve demand forecasting, inventory management and customer experiences. Its partnership with OpenAI supports the use of generative AI across areas such as product design, merchandising and marketing.

PVH continued to make progress in strengthening its direct-to-consumer (DTC) and digital channels. The company has significantly enhanced its e-commerce capabilities and omnichannel execution. This is driving higher online traffic, stronger engagement and improved full-price sell-through across channels. PVH is seeing positive momentum in DTC heading into fiscal 2026, with higher spring season sell-through trends across the brands and all the regions. Investments in data analytics, AI-enabled merchandising and DTC capabilities are enhancing consumer insights and personalization.

PVH’s continued expansion in international markets remains an important growth catalyst for it. It has made meaningful progress in streamlining its operations through the divestiture of non-core businesses, allowing for greater management focus and more efficient capital deployment. At the same time, PVH is enhancing its product portfolio through ongoing innovation, while continued investments in product development, digital initiatives and sustainability efforts are supporting its long-term growth objectives.

What’s More on PVH?Although the aforesaid factors highlight optimism on the stock, PVH is not immune to macroeconomic uncertainty, tariff-related headwinds, fluctuations in wholesale demand, soft consumer spending and an intensely competitive environment. Nevertheless, the company is strengthening its competitive advantage, accelerating profitable growth and preparing for long-term success. PVH’s robust strategies, including the PVH+ initiative and expansion efforts, position it well for growth.

Image Source: Zacks Investment Research

Apparently, PVH shares have rallied 19.8% in the past six months against the industry’s decline of 9.1%. The Zacks Consensus Estimate for PVH’s fiscal 2026 and fiscal 2027 earnings per share (EPS) implies year-over-year growth of 5.5% and 2.1%, respectively. The estimates for the aforesaid years have moved south in the past 30 days. Hence, analysts remain optimistic on this Zacks Rank #3 (Hold) stock.  

Key Picks in the Consumer Discretionary SpaceDuluth Holdings Inc. (DLTH - Free Report) , which deals in casual wear, workwear and accessories for men and women, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Duluth Holdings delivered a trailing four-quarter earnings surprise of 107.5%, on average. The Zacks Consensus Estimate for DLTH’s current financial-year EPS indicates a decline of 11.6% from the year-ago number.

Columbia Sportswear (COLM - Free Report) engages in marketing and distribution of outdoor and active lifestyle apparel, footwear and accessories. It currently sports a Zacks Rank of 1.

The Zacks Consensus Estimate for COLM’s current financial-year EPS is expected to rise 4.6% from the corresponding year-ago reported figure. COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average.

Ralph Lauren Corporation (RL - Free Report) , which is a designer and marketer of premium lifestyle products, currently carries a Zacks Rank #2 (Buy).

RL delivered a trailing four-quarter earnings surprise of 9.1%, on average. The Zacks Consensus Estimate for Ralph Lauren’s current financial-year sales indicates growth of 6.3% from the year-ago number.

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First Graphene Ltd (ASX:FGR, OTCQB:FGPHF, FRA:M11) earlier this week confirmed it had completed the acquisition of USA-based MITO® Material Solutions, with managing director and CEO Michael Bell telling Proactive the transaction had moved quickly and gave the company a stronger commercial platform in the United States.

Bell said First Graphene completed the deal within “sort of five or six days” of signing the agreement, describing the rapid turnaround as a reflection of the motivation shown by both teams. He said it was “a testament to both our team and the MITO® team being pretty motivated to get the deal across the line”.

The acquisition also brings MITO® Material Solutions chief executive officer Haley Marie Keith into First Graphene Ltd (ASX:FGR, OTCQB:FGPHF) as vice president of business development. Bell said Keith would lead US business operations, business development, commercial activity and promotion from Indiana.

For investors, the appointment appears to be an important catalyst in the company’s US expansion strategy. Bell said Keith brought “a huge amount of experience” in the US market, composites and the MITO® Material Solutions portfolio. He described her appointment as “a fairly clear line in the sand” that showed First Graphene Ltd was committed to growing its US business.

Bell said the scale of the US market required a focused approach. Drawing on previous experience, he said companies could not assume one person could represent a business across the entire country, noting that the market was vast and often required a state-by-state focus.

The company is initially looking at opportunities across aerospace, transportation and defence, although Bell said those sectors were likely to move more slowly. In the near term, First Graphene Ltd also intends to build on MITO® Material Solutions’ validation work in commercial sporting goods, where the acquired business already has clients.

Revenue growth and pipeline development were also highlighted. Bell said First Graphene Ltd had recently expanded from five new clients to six, with another footwear company coming across the line in recent days. He added that the time taken to move customers from inquiry to execution or production was speeding up.

Bell said the company had a pipeline approaching 700 opportunities, ranging from early-stage discussions to projects that had been in development for up to three years. He also pointed to a nearer-term group of around 30 to 40 potential clients in areas such as marketing releases and regulatory approvals, which he said could become contributors to revenue over the next six months.

Interview highlights First Graphene Ltd has completed the acquisition of USA-based MITO® Material Solutions within about five or six days of signing the agreement. Michael Bell said the fast completion reflected strong motivation from both the First Graphene Ltd and MITO® Material Solutions teams. MITO® Material Solutions chief executive officer Haley Marie Keith has joined First Graphene Ltd as vice president of business development. Keith will support US business operations, business development, commercial activity and promotion from Indiana. Bell said Keith brings significant experience in the US market, composites and the MITO® Material Solutions portfolio. First Graphene Ltd sees the appointment as a “line in the sand” showing its commitment to expanding in the United States. The company is targeting opportunities across aerospace, transportation, defence and commercial sporting goods. Bell said MITO® Material Solutions has already validated products in commercial sporting goods, giving First Graphene Ltd a base to grow from. First Graphene Ltd has added a sixth client in recent months, including another footwear company. The company has a pipeline approaching 700 opportunities, with 30 to 40 potential clients in later-stage areas such as marketing releases and regulatory approvals.

Proactive: Welcome back to Proactive Investors. I’m your host, Kerry Stevenson. I’ve asked Michael Bell to come back. He is the managing director and CEO of First Graphene Ltd, ASX code FGR. The reason I’ve asked Michael back is that the last time I had him on, which was only a couple of weeks ago, we were talking about the acquisition of MITO® Material Solutions. That has now closed. The deal is done, but First Graphene Ltd has also made its first hire in the United States. This looks like rapid global expansion. Michael, congratulations on closing the deal. We talked about the deal last time. Talk to us about closing the deal. It was a pretty quick turnaround.

Michael Bell: Yes, we managed to get it closed within sort of five or six days from signing the agreement. It was really a testament to both our team and the MITO® team being pretty motivated to get the deal across the line and get into it. We got it wrapped up the other week, and we also made our first hire as part of that deal.

Haley Marie Keith, who is the CEO of MITO® Material Solutions, has come across to First Graphene Ltd. She will head up our business operations, business development, commercial and promotion within the United States. She is based out of Indiana and brings a huge amount of experience in both the US market and composites, but also the MITO® portfolio. She will really help us drive that forward.

It is also a fairly clear line in the sand of our intent to grow the US business. There is huge opportunity there. As we immerse ourselves more, both in the MITO® materials as well as the First Graphene PureGRAPH line, we start to understand the true potential of the United States. It is a line in the sand saying we are committed to growing that side of the business.

Proactive: Is the US market a tough one to break into, Michael? I know it is a big market. It is huge, isn’t it?

Michael Bell: It is big. I have had previous experience of trying to grow businesses in the United States out of a company that I was a partner in, in New Zealand. That taught us some very hard lessons in terms of the size of the market. Where you think one person can represent you across the United States, you need to focus on a state basis because the market is so vast.

How I apply that to Haley Marie Keith is that she has a big role and a very broad opportunity. It will take some really critical focus on certain applications, certain client bases and so on.

Proactive: Talking about focus, are you going to focus more on government or are you going to focus more on private?

Michael Bell: It is a good question. The products that we have acquired from MITO® Material Solutions, and the ones that we see proving the most successful and having the fastest timeline, would be aerospace, transportation and defence. Those are probably slower-moving industries.

What MITO® Material Solutions has done is take its products and validate them in the commercial sporting goods segment. It has clients in those spaces and we have a pipeline to expand that. We will probably continue focusing on that, pushing that and growing the sporting goods side, while at the same time advancing the pipeline that MITO® Material Solutions has established in bigger industries like aerospace, transportation and defence.

Proactive: Before we finish up, it is important for our audience and investors to know that First Graphene Ltd has a very full pipeline, which means growth is happening. The company also already has revenue generation. What is that looking like?

Michael Bell: It is strong. It is growing. We mentioned previously, I think in our last call, that we had added five clients in the last couple of months. That has now expanded into a sixth client. We got another footwear company across the line just in the last few days.

That tax rate, or that time to get people from inquiry to executing or getting it into production, is speeding up. We have a big pipeline, somewhere up towards 700 different opportunities, somewhere between a week and three years deep in development. We have also got that really good next wave of clients, sort of 30 or 40 of them, that are in marketing releases, regulatory approvals and that sort of phase. Those are coming on and are our next contributors to revenue over the next six months.

Proactive: The US market is a major focus. MITO® Material Solutions has now been acquired, and the deal is done. More importantly, MITO® Material Solutions CEO Haley Marie Keith is joining First Graphene Ltd as vice president of business development as the company strikes out into a big US market. First Graphene Ltd’s ASX code is FGR. Michael is taking strides to expand and First Graphene Ltd is generating revenue. Michael, good to chat. Talk to you next time.

Michael Bell: Thanks so much.

Recce Pharmaceuticals Ltd (ASX:RCE, OTC:RECEF) has raised A$4 million to support commercial licensing activity, clinical trials and regulatory-enabling work for its synthetic anti-infective pipeline.

The placement, priced at A$0.40 per share, comprises 10.0 million new fully paid ordinary shares and was supported by new and existing institutional, sophisticated and professional investors.

Recce will also launch a share purchase plan (SPP) to allow eligible shareholders to subscribe for up to A$30,000 worth of new shares on the same terms as the placement, targeting up to an additional A$4 million before costs for a prospective total of $8 million..

Funds directed to licensing and clinical milestones The money from the placement and SPP will be used to strengthen Recce’s balance sheet for commercial licensing with a leading Middle Eastern pharmaceutical company, including initiatives to support a potential commercial agreement.

The company has allocated A$3.2 million to this area, alongside A$2 million for clinical trials targeting significant unmet medical needs.

This includes completion of a Phase 3 diabetic foot infections (DFI) registrational topical clinical trial in Indonesia, a Phase 3 DFI registrational topical clinical trial in Australia for the US Food and Drug Administration, and continuation of the US Department of War Burn Wound Program.

A further A$2 million will be used for activities enabling Investigational New Drug applications to the FDA and Indonesia’s BPOM, while A$800,000 will support general working capital and offer costs.

Following the offer, Recce expects pro forma cash liquidity before offer costs of about A$29.5 million, including anticipated additional funding from an estimated A$7.5 million R&D rebate and A$10 million in non-dilutive capital through an R&D advance.

Shareholder participation and option structure Participants in the placement and SPP will receive 1 free-attaching unlisted option for every two new shares issued.

The attaching options will have an exercise price of A$0.60 and expire on June 30, 2027. If exercised, holders will receive 1 fully paid ordinary share and 2 free unlisted piggyback options for each attaching option exercised.

The piggyback options will have an exercise price of A$1.00 and expire on June 30, 2028.

Recce said the offer of the attaching options and piggyback options would be made under a prospectus to facilitate secondary trading of shares issued on exercise, subject to ASX confirmation that the structure complies with Listing Rules.

“Exciting time” for Recce

Recce CEO James Graham said the capital raising came as the company progressed commercial and clinical milestones.

“The capital raising comes at an exciting time for the Recce business, having recently signed a non-binding term sheet with a leading Middle Eastern Pharmaceuticals Company and ahead of interim data readouts in Indonesia which is a positive step towards the potential commercialisation of R327G,” Graham said.

Anti-infective pipeline Recce is developing a new class of synthetic anti-infectives designed to address antibiotic-resistant infections.

Its pipeline includes RECCE® 327 as an intravenous and topical therapy for serious and potentially life-threatening bacterial infections, RECCE® 435 as an oral therapy for bacterial infections and RECCE® 529 for viral infections.

Recce's anti-infectives use multi-layered mechanisms of action intended to overcome resistance pathways used by bacteria and viruses.

PVH Corp. (NYSE:PVH) was downgraded to 'Underperform' from 'Neutral' by Bank of America, which also lowered its price objective to $70 from $90, citing the apparel company's significant exposure to Europe, the Middle East and Africa (EMEA) and expectations that a recovery in the region could take longer than anticipated.

Shares of PVH traded hands at $72 on Thursday afternoon, up about 7% so far this year.

Bank of America analysts wrote that PVH's EMEA business accounts for about 50% of sales, the highest exposure among companies in their coverage universe, limiting the potential for upside amid a challenging macroeconomic backdrop.

The analysts lowered their earnings estimates for 2026 through 2028 by 1% to 3% to reflect softer sales and margin assumptions and reduced their valuation multiple to 4 times projected 2027 EV/EBITDA from 5 times previously.

Bank of America wrote that demand in Europe has weakened amid conflict in the Middle East, while PVH is also facing sales and margin pressure in its Middle East and Türkiye operations. Although the Middle East excluding Türkiye represents only about 1% of company sales, it contributes roughly 7% of total EBIT because the business is entirely wholesale.

Even if geopolitical tensions ease, the analysts wrote that a recovery in the region may take time, particularly as tourism flows into markets such as the United Arab Emirates have been affected. They added that PVH's wholesale business, which accounts for approximately half of total sales, could further slow the rebound because wholesale partners tend to be cautious about inventory commitments during periods of uncertainty.

Bank of America also noted that PVH's updated guidance already incorporates expected tariff refunds of about $100 million in the second quarter, equivalent to an estimated 100-basis-point benefit to annual gross margin. The analysts wrote that this leaves the company with less margin flexibility in 2026 relative to peers and creates more challenging comparisons in 2027.

Despite the tariff-related benefit, Bank of America expects PVH's EBIT margin to remain flat in 2026 as pressure in EMEA, tariff costs, licensing transitions and increased marketing spending offset potential gains.

While the analysts acknowledged longer-term opportunities for margin expansion through cost-cutting and strategic initiatives, they wrote that near-term profit-and-loss volatility is likely to continue overshadowing progress.

PVH Corp. (NYSE:PVH) was downgraded to 'Underperform' from 'Neutral' by Bank of America, which also lowered its price objective to $70 from $90, citing the apparel company's significant exposure to Europe, the Middle East and Africa (EMEA) and expectations that a recovery in the region could take longer than anticipated.

Shares of PVH traded hands at $72 on Thursday afternoon, up about 7% so far this year.

Bank of America analysts wrote that PVH's EMEA business accounts for about 50% of sales, the highest exposure among companies in their coverage universe, limiting the potential for upside amid a challenging macroeconomic backdrop.

The analysts lowered their earnings estimates for 2026 through 2028 by 1% to 3% to reflect softer sales and margin assumptions and reduced their valuation multiple to 4 times projected 2027 EV/EBITDA from 5 times previously.

Bank of America wrote that demand in Europe has weakened amid conflict in the Middle East, while PVH is also facing sales and margin pressure in its Middle East and Türkiye operations. Although the Middle East excluding Türkiye represents only about 1% of company sales, it contributes roughly 7% of total EBIT because the business is entirely wholesale.

Even if geopolitical tensions ease, the analysts wrote that a recovery in the region may take time, particularly as tourism flows into markets such as the United Arab Emirates have been affected. They added that PVH's wholesale business, which accounts for approximately half of total sales, could further slow the rebound because wholesale partners tend to be cautious about inventory commitments during periods of uncertainty.

Bank of America also noted that PVH's updated guidance already incorporates expected tariff refunds of about $100 million in the second quarter, equivalent to an estimated 100-basis-point benefit to annual gross margin. The analysts wrote that this leaves the company with less margin flexibility in 2026 relative to peers and creates more challenging comparisons in 2027.

Despite the tariff-related benefit, Bank of America expects PVH's EBIT margin to remain flat in 2026 as pressure in EMEA, tariff costs, licensing transitions and increased marketing spending offset potential gains.

While the analysts acknowledged longer-term opportunities for margin expansion through cost-cutting and strategic initiatives, they wrote that near-term profit-and-loss volatility is likely to continue overshadowing progress.

Key Takeaways PVH is using AI, enterprise data and store investments to improve planning, consumer insights and execution.PVH reaffirmed its operating margin outlook, but tariffs and weaker EMEA demand remain key headwinds.PVH grew DTC and digital commerce in Q1 fiscal 2026 while wholesale sales declined in constant currency. PVH Corporation (PVH - Free Report) continues to advance its disciplined PVH+ Plan, using targeted marketing, product innovation and consumer-centric initiatives to strengthen the global appeal of its flagship brands, Calvin Klein and Tommy Hilfiger, despite a tough macroeconomic landscape. Management continues to strengthen the Calvin Klein and Tommy Hilfiger brands by introducing new and engaging offerings that align with evolving consumer preferences.

Calvin Klein continued to build momentum in its core underwear and denim categories through innovative product launches, high-profile marketing campaigns featuring culturally relevant personalities and stronger merchandising execution. Tommy Hilfiger also delivered solid progress by emphasizing key product categories such as sweaters, outerwear and shirts. Enhanced brand storytelling, improved digital experiences and sports-related partnerships helped drive direct-to-consumer (DTC) growth.

The company’s PVH+ Plan mainly aims at accelerating growth by boosting core strengths and connecting brands with consumers. This plan focuses on five key drivers, which are win with product, win with consumer engagement, win in the digitally-led marketplace, develop a demand and data-driven operating model, and drive efficiencies and invest in growth.

PVH’s constant efforts to expand its international business also bode well. The company has made meaningful progress in simplifying its structure by exiting non-core businesses, allowing greater management focus and improved capital allocation. It has also been advancing its product offers and innovating its key products. Innovation continues to support PVH, particularly through advancements in product design, digital engagement and sustainability initiatives.

PVH continued to make progress in strengthening its DTC and digital channels. The company has significantly enhanced its e-commerce capabilities and omnichannel execution. This is driving higher online traffic, stronger engagement and improved full-price sell-through across channels. Investments in data analytics, AI-enabled merchandising and DTC capabilities are enhancing consumer insights and personalization. Overall, PVH’s robust strategies, including the PVH+ initiative and expansion efforts, position it well for growth.

PVH’s Price Performance, Valuation and EstimatesShares of PVH Corp. have gained 13.2% in the past six months against the industry’s decline of 8.3%.

Image Source: Zacks Investment Research

From a valuation standpoint, PVH trades at a forward price-to-earnings ratio of 6.2X compared with the industry’s average of 14.9X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for PVH’s fiscal 2026 and fiscal 2027 earnings per share (EPS) implies year-over-year growth of 5.8% and 8%, respectively. The estimate for fiscal 2026 has increased in the past 30 days while that of fiscal 2027 has moved south.

Image Source: Zacks Investment Research

PVH Corp. stock currently carries a Zacks Rank #3 (Hold).

Key Picks in the Consumer Discretionary SpaceColumbia Sportswear Company (COLM - Free Report) , which engages in the sourcing, marketing and distribution of outdoor and active lifestyle apparel, footwear, accessories and equipment, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average. The Zacks Consensus Estimate for Columbia Sportswear’s current financial-year sales indicates growth of 2.6% from the year-ago number.

Ralph Lauren Corporation (RL - Free Report) , which is a designer, marketer and distributor of premium lifestyle products, currently flaunts a Zacks Rank #2 (Buy).

RL delivered a trailing four-quarter earnings surprise of 9.1%, on average. The Zacks Consensus Estimate for Ralph Lauren’s current financial-year sales indicates growth of 6.7% from the year-ago number.

Gildan Activewear Inc. (GIL - Free Report) , which is a designer and marketer of premium quality branded basic activewear, currently has a Zacks Rank of 2.

GIL delivered a negative trailing four-quarter earnings surprise of 1.1%, on average. The Zacks Consensus Estimate for Gildan Activewear’s current financial-year sales indicates growth of 68.3% from the year-ago number.

Key Takeaways PVH beat Q1 fiscal 2026 earnings and revenue estimates, though constant-currency sales declined 2%.PVH is benefiting from DTC growth, digital commerce gains and continued investments in stores and e-commerce.PVH expects roughly flat fiscal 2026 reported revenue as tariffs and weaker EMEA demand weigh on visibility. PVH Corp. (PVH - Free Report) is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat.

The answer depends on how investors weigh brand execution and tariff offsets against softer demand in Europe, the Middle East and Africa.

PVH’s Valuation Looks UndemandingPVH trades at a trailing 12-month price-to-earnings multiple of 6.9X and a forward price-to-earnings multiple of 6.4X. Its price-to-sales ratio is 0.4X, while the PEG ratio stands at 0.9.

Image Source: Zacks Investment Research

Those figures support the stock’s value appeal, especially after shares gained 21.8% in the past three months compared with the industry’s 0.5% rise. The stock also has a 52-week range of $59.60 to $100.75, with the latest referenced stock price at $77.07.

Ralph Lauren Corporation (RL - Free Report) is a useful peer for investors comparing global apparel companies with premium brand positioning and international distribution. Tapestry, Inc. (TPR - Free Report) , the parent of Coach and Kate Spade, offers another relevant comparison for brand-led consumer discretionary companies focused on direct relationships with shoppers.

Earnings Beat, but Sales Growth Remains LimitedPVH reported adjusted earnings of $2.01 per share for the first quarter of fiscal 2026, topping the Zacks Consensus Estimate of $1.80 and management’s guidance range of $1.65-$1.80. The figure was down 12.6% from the year-ago quarter’s $2.30.

Revenues increased 2% year over year to $2.025 billion and beat the consensus mark of $1.997 billion. On a constant-currency basis, revenues declined 2%, underscoring why the post-earnings debate is not only about the earnings beat.

Direct-to-consumer revenues rose 6% on a reported basis and 3% in constant currency. Owned and operated digital commerce advanced 11% reported and 6% in constant currency, with growth across all regions.

Brands and Digital Execution Support the CasePVH continues to rely on Calvin Klein and Tommy Hilfiger as its core engines. In the first quarter, Calvin Klein revenues increased 1% reported but declined 3% in constant currency, while Tommy Hilfiger revenues rose 3% reported and fell 2% in constant currency.

The company is using product innovation, marketing and consumer engagement to strengthen key categories. Calvin Klein is focused on underwear and denim, while Tommy Hilfiger is emphasizing sweaters, outerwear and shirts.

PVH also continues to invest in e-commerce, store concepts and shop-in-shop renovations. It completed more than 140 refurbishments and new store openings combined, while using data-driven tools to improve consumer insights, demand forecasting and operations.

Tariffs and EMEA Keep the Value Case in CheckThe main caution is the outlook. PVH now expects fiscal 2026 revenues to be approximately flat on a reported basis and to decrease slightly in constant currency, compared with its prior view for a slight reported increase.

EMEA remains the weakest region, with first-quarter constant-currency revenues down 5% due to softness in both direct-to-consumer and wholesale channels. The prolonged effects of the Middle East conflict continue to weigh on consumer demand, store traffic and wholesale activity.

Tariffs are another pressure point. PVH assumes a full-year blended tariff rate of about 15% on goods entering the United States, with an estimated gross EBIT impact of about $195 million, or roughly 215 basis points of operating margin pressure. Tariff refunds should partially offset the hit, including an estimated $100 million benefit to EBIT.

Bottom Line on PVH StockPVH has a credible value argument, but it is not a clean one. Low valuation multiples, disciplined inventory management and direct-to-consumer growth are positives, while flat sales guidance, tariff exposure and EMEA weakness limit near-term visibility.

The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

PVH also has a Value Score of A, a Momentum Score of A, a Growth Score of C and a VGM Score of A. The Value Score of A supports the view that PVH screens attractively on valuation, while the Momentum Score of A reflects favorable price action. The Growth Score of C is more balanced. Together with the Zacks Rank #3, the setup suggests PVH may appeal to value-focused investors, but the stock still needs steadier sales trends to make the buy case stronger.

For the quarter ended April 2026, PVH (PVH - Free Report) reported revenue of $2.03 billion, up 2.1% over the same period last year. EPS came in at $2.01, compared to $2.30 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2 billion, representing a surprise of +1.38%. The company delivered an EPS surprise of +11.87%, with the consensus EPS estimate being $1.80.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how PVH performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue by Segment- Americas: $602.9 million versus $606.94 million estimated by two analysts on average.Revenue by Segment- Asia-Pacific (APAC): $387 million versus $358.8 million estimated by two analysts on average.Revenue by Segment- Europe, the Middle East and Africa (EMEA): $946.1 million compared to the $940.26 million average estimate based on two analysts.Revenue by Segment- Licensing: $89.1 million versus $91.01 million estimated by two analysts on average.View all Key Company Metrics for PVH here>>>

Shares of PVH have returned +10.1% over the past month versus the Zacks S&P 500 composite's +5.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Trillion Energy International Inc. (CSE:TCF, OTCQB:TRLEF, FRA:Z620) is stepping up its push into an underexplored onshore oil block in southeastern Türkiye,...

The Calvin Klein parent cuts its full-year revenue guidance, citing the conflict in the Middle East.

PVH Corp. is a stock to watch around its earnings release, considering how sensitive its price tends to be at the time. The company's Q1 2026 results released post-market yesterday, however, might not be as much of an event considering the mixed numbers. PVH showed better performance in reported than non-GAAP terms and reduced revenue guidance while keeping profits forecast steady.

Fineqia International Senior Associate Matteo Greco joined Steve Darling from Proactive to discuss the latest trends in cryptocurrency exchange-traded products (ETPs), the growing divergence between digital asset markets and traditional financial markets, and the factors that could drive heightened volatility in the months ahead.

Greco highlighted an unusual market dynamic that has emerged since late 2025. While major equity benchmarks such as the S&P 500 and Nasdaq have continued to reach record highs, cryptocurrency markets have generally struggled to maintain upward momentum, resulting in a notable disconnect between digital assets and broader risk markets.

According to Greco, this divergence stands in contrast to the pattern investors became accustomed to over the past several years, particularly following the approval and launch of spot cryptocurrency exchange-traded funds in the United States. Historically, digital assets often moved in tandem with broader growth-oriented investments, making the current separation between equities and cryptocurrencies particularly noteworthy.

One factor contributing to the divergence, Greco suggested, is the concentrated influence of artificial intelligence-related companies within major stock indices. A relatively small number of large-cap technology firms have been responsible for a significant portion of the gains seen across broader equity markets. As a result, headline index performance may not fully reflect conditions across the wider economy or investment landscape.

The discussion also focused on Fineqia’s latest May Crypto ETP report, which examined investment flows and performance trends across digital asset products. Greco explained that Bitcoin ETPs largely mirrored the performance of Bitcoin itself during the reporting period, with relatively balanced fund flows and limited net inflows or outflows. This suggests investors have generally maintained existing exposure while awaiting clearer market catalysts.

Ethereum, however, experienced a more challenging environment. Both Ethereum’s price performance and associated ETP flows lagged behind Bitcoin during 2026, reflecting weaker investor sentiment and a more cautious approach toward the second-largest cryptocurrency by market capitalization.
Despite the softer performance of the largest digital assets, Greco pointed to encouraging developments within segments of the altcoin market. Several alternative cryptocurrencies delivered stronger-than-expected returns and attracted increasing investor interest. He described recent market activity as resembling a modest "alt season," where smaller digital assets outperform larger cryptocurrencies and generate increased trading activity.

Looking ahead, Greco believes volatility is likely to remain elevated across both crypto and traditional financial markets. He noted that investors continue to face uncertainty surrounding monetary policy decisions, inflation trends, energy prices, and geopolitical developments, all of which have the potential to influence capital flows and risk sentiment.

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