Some earnings calls to go through and paying more for your coffee

I will be taking the next two days off and will just come to you with Friday's Succinct Summation. You should rest and relax during the long weekend.

PVH, the owner of Calvin Klein and Tommy Hilfiger, among other brands, is jumping pre-market ahead of its earnings call this morning. In their release they said this of note:

"Raising outlook to increase slightly to up low single-digits compared to flat to increase slightly previously. Reaffirms outlook of flat to increase slightly on a constant currency basis."

"We are reaffirming our full year non-GAAP earnings guidance despite ongoing macroeconomic uncertainty, including the evolving global trade landscape, while also increasing our investment in brand building initiatives."

The unmitigated impact for 2025 from tariffs they expect to be $70 million but did not estimate in the release the extent to which they hope to offset this and how.

From Okta, which is also rallying pre-market:

"Last quarter, we introduced some conservatism in our business outlook with regard to uncertainty in the macro and our federal vertical. I'm pleased to say that neither materialized and we're removing them from our outlook for the remainder of the fiscal year. While we're only two quarters into our go-to-market realignment, we're encouraged by the signals we're seeing, including improved sales productivity and record pipeline generation."

More on that, "In terms of macro effect on the rest of the guidance in the earnings remarks today, we removed that because we clearly didn't see anything that was that differentiating in Q2. It seemed a lot more of the same from what we've seen over the last several quarters. And so that's what we think it's going to be for the balance of the fiscal year."

"While we did experience some contract restructuring with civilian agencies and delays in procurement processes, renewals across all of federal were strong, reflecting the mission critical nature of our solutions."

Box is rallying too pre-market with a good quarter seemingly driven by their own products and execution as they said this: