G-III Apparel Group (GIII) came out with quarterly earnings of $1.9 per share, beating the Zacks Consensus Estimate of $1.6 per share. This compares to earnings of $2.59 per share a year ago.
RL's upmarket momentum and GIII's wholesale reinvention showcase two stark growth paths, and reveal which fashion player may hold the long-term edge.
G-III Apparel Group, Ltd.'s top line is pressured by license losses and tariffs, with owned brands growing but unable to offset the PVH license decline. Gross margins are under significant pressure from tariffs, with further deterioration expected in the coming quarters, impacting earnings outlook. Despite strong brands, no debt, and insider ownership, the company faces its toughest period ahead due to macro and industry headwinds.
G-III Apparel Group, Ltd. (NASDAQ:GIII ) Q2 2026 Earnings Call September 4, 2025 8:30 AM EDT Company Participants Neal Nackman - CFO & Treasurer Morris Goldfarb - Chairman & CEO Conference Call Participants Ashley Owens - KeyBanc Capital Markets Inc., Research Division Mauricio Serna Vega - UBS Investment Bank, Research Division Paul Kearney - Barclays Bank PLC, Research Division Dana Telsey - Telsey Advisory Group LLC Presentation Operator Good day.
G-III Apparel tops second-quarter estimates but trims full-year sales outlook as tariffs and cautious retailers weigh on guidance.
G-III's vast owned and licensed brand portfolio and strategic partnerships drive growth and competitive advantage in the apparel industry. Recent financial performance shows strong growth in net sales, margins, and income, underpinned by effective cost management and reduced financing expenses. My DCF valuation suggests G-III is significantly undervalued, with a 96% upside potential from current levels, supporting a strong buy recommendation.
G-III Apparel faces a $135M tariff headwind, but its diversified sourcing, pricing power, and operational strategies should mitigate much of the impact. Core owned brands like Donna Karan, DKNY, and Karl Lagerfeld are delivering strong growth, offsetting losses from expiring Calvin Klein and Tommy Hilfiger licenses. Despite macro and tariff uncertainties, G-III's financials remain solid, with strong cash generation, share buybacks, and a low valuation multiple.
G-III Apparel Group, Ltd. is facing extreme market pessimism due to tariff threats and macro uncertainty, not poor operational performance. Despite industry headwinds, G-III's core brands—Donna Karan, DKNY, Karl Lagerfeld—are delivering strong sales and margin improvements. GIII stock trades at a deep discount, with P/E and EV/EBITDA multiples far below sector averages, despite resilient earnings and cash flow history.
GIII's first-quarter earnings rise 58% year over year as strong retail sales and owned brands help offset wholesale softness.
G-III Apparel Group, Ltd. (NASDAQ:GIII ) Q1 2026 Earnings Conference Call June 6, 2025 8:30 AM ET Company Participants Morris Goldfarb - Chairman & CEO Neal S.
Shares of G-III Apparel Group (GIII) tumbled 15% Friday when the owner of the DKNY and Donna Karan clothing brands warned profit would be hurt by U.S. tariffs, and withdrew its full-year outlook.
G-III Apparel Group (GIII) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.12 per share a year ago.