It's Good to be a "Tommy"; PVH and Oxford Boast Astonishing Results

PVH

, a company known for its famous acquisitions throughout North America, Europe and Asia, has astounded the analysts again with impressive 4QFY12 results. Positioning itself as a core holding for several investors long ago, PVH

that its revenues increased a whopping 10% to $1.533 billion in comparison to the prior year's fourth quarter. The company also projected 2012 guidance that is seemingly conservative for such a powerhouse of retail brands. According to a research report published today by Brean Murray Carret, PVH provided solid evidence that the company has infinite potential to expand worldwide. “[PVH] will pick up even further top and bottom line momentum as costing and FX pressures ease throughout FY13 and beyond,” Brean Murray Carret said in the report. “We believe our 15X multiple for PVH is more than fair for this highly desirable business model, and could prove conservative; we remain aggressive buyers of PVH.” Two dynamo brands owned by PVH are mainly to thank for the continued success of the world's largest apparel company, as Calvin Klein rose 12% YoY and Tommy Hilfiger's revenue climbed 16%. Remarkable earnings do not mark the end of ambitious leaps and bounds for Calvin Klein. On March 22, G-III Apparel Group

announced that it had entered a joint venture agreement with China ting Group Holdings Limited to open and operate Calvin Klein Performance retails stores in China and Hong Kong, under the Calvin Klein Performance store license previously granted to G-III by Calvin Klein. According to

G-III will retain 51% ownership of the joint venture which expects to begin operating retail locations in major Chinese markets starting in Fall 2012. In comparison to the arguably flawless year PVH just experienced, Oxford Industries

is experiencing growth through Lilly Pulitzer and Tommy Bahama. While maintaining its Buy rating and $55 PT on Oxford, Brean Murray Carret had some encouraging words relating to the 4Q results. “[Oxford Industries] reported stellar 4QFY12 EPS of $0.61, handily beating Street consensus by $0.07 and materially altered the growth profile for the company in FY13 and beyond with the expansion of Tommy Bahama to Asia and heightened unit growth at Lilly Pulitzer. 4Q upside vividly demonstrated the power of the Tommy Bahama and Lilly Pulitzer brands to drive full-price selling despite one of the most promotional Holiday seasons for the retail,” Brean Murray Carret said in the report. It appears a good chunk of the retail business is on a mission to get back to where it was years ago, as many apparel companies have reported impressive numbers. Unfortunately, for some brands the hits just keep on coming. Pacific Sunwear

generated Q411 sales of $234mn (down 11% yoy), as rue21's

weaker-than-expected 4Q comps and lighter 1Q comp guidance continue to weigh on shares. As the underdogs try with all their might to muster strength in numbers, it appears the top performers will not wait for them to catch up. PVH and Oxford are expected to continue reporting outstanding performances throughout 2012. PVH is currently trading at $90.33, up +50.01% YoY. OXM is currently trading at $48.78, up +100.41% YoY. PSUN is currently trading at $1.76, down -48.24% YoY. RUE is currently trading $29.09, up +3.22% YoY. Read more on PVH's earnings