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Get filing alertsPVH faces Middle East conflict headwinds, tariff surge; $27M refund received, warehouse sold
Filed June 5, 2026 · Period ending May 3, 2026 · Compared to 10-Q Jun 4, 2025 · ~2 min read
Key Changes
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New Middle East conflict (began March 2026) disrupts supply chains, drives fuel costs and euro volatility, causing consumer traffic declines in Turkey and Europe. Direct Middle East region generated 7% of 2025 operating income.
MD&A: Middle East Conflict verify on EDGAR → -
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Gross tariff impact tripled to $195M in 2026 (from $65M in 2025), partially offset by $100M IEEPA refund expected Q2 2026. Company received $27M cash refund post-quarter after Supreme Court ruling.
MD&A: Tariff Impact verify on EDGAR → -
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Q1 2026 revenue up 2% reported but down 2% constant-currency, driven by EMEA decline (down 5% ex-FX) from conflict-related demand weakness. Favorable $87M FX translation masked underlying softness.
MD&A: Q1 Revenue verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Source-verified from EDGAR · Narrative written by AI · Jun 5, 2026 · How we verify