📈 Price History

Ratio Health

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By Category

📊 Peer Medians

About

G-III Apparel Group, Ltd. designs, sources, and markets women’s and men’s apparel in the United States and internationally. It operates through two segments, Wholesale Operations and Retail Operations. The company offers outerwear, dresses, sportswear, swimwear, women’s suits, performance wear, suit separates, athleisure, jeans, handbags, footwear, accessories, small leather goods, cold weather accessories, and luggage. It markets apparel and other products under the its owned brands, including Andrew Marc, DKNY, Donna Karan, Eliza J, G.H. Bass, G-III for Her, G-III Sports by Carl Banks, Jessica Howard, Karl Lagerfeld, Karl Lagerfeld Paris, Marc New York, Sonia Rykiel, Vilebrequin, and Wilsons Leather; and under its licensed brands, such as BCBG, Calvin Klein, Champion, Cole Haan, Converse, Dockers, French Connection, Halston, Kenneth Cole, Kensie, Levi’s, Margaritaville, Nautica, Tommy Hilfiger, and Vince Camuto. The company also engages in licensed team sports business that has partnerships with the National Football League, National Basketball Association, Major League Baseball, and National Hockey League, as well as U.S. colleges and universities. It distributes its products through retailers, digital channels, and online retail partners. G-III Apparel Group, Ltd. was founded in 1956 and is based in New York, New York.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 MIXED G-III Q1 sales $536M, raises FY EPS outlook to $2.15-$2.25, acquires Marc Jacobs

Revenue & Profitability

Q1 net sales $536 million, below prior year $584 million. Non-GAAP net loss $8.7 million, loss per share $0.21, ahead of guidance. Gross margin (non-GAAP) 45.7%, up 350 bps. Cash $394 million, inventories down 8%. Full-year guidance: net sales ~$2.71 billion, non-GAAP EPS $2.15-$2.25 (raised from $2.00-$2.10), adjusted EBITDA $178-$182 million.

Outlook

Management sees a volatile macroeconomic backdrop with ongoing Middle East conflict impacting global consumer sentiment. In North America, consumer spending remains resilient; Europe is softer. G-III expects its go-forward portfolio to grow high single digits for fiscal 2027. The company benefits from a tariff recovery receivable of $140 million.

Growth Drivers

Owned brands: Donna Karan grew ~40%, DKNY DTC had double-digit comps, Karl Lagerfeld DTC strong in North America, Vilebrequin broad-based growth. DTC sales increased nearly 40%. Handbags were a standout category. New licenses: Joules (with Next) confirmed ~350 doors for fall; BCBG and French Journal exceeding expectations. International expansion: Shanghai flagship for DKNY, and Marc Jacobs provides global opportunity.

Balance Sheet & CapEx

Capital expenditures expected to be approximately $40 million for fiscal 2027. G-III is investing in data, AI capabilities, and digital infrastructure to enhance engagement and profitability across its omni-channel presence.

Margins

Non-GAAP gross margin expanded 350 bps in Q1 to 45.7%. Full-year gross margin improvement expected ~400 bps (up from prior 300 bps), helped by tariff refund and mix shift to owned brands. SG&A deleverage is expected as the company invests in growth; the level of deleverage should improve sequentially. Operating margins for owned businesses run mid-to-upper teens, while licensed portfolios are low double-digit.

Key Risks

Management highlighted macroeconomic volatility, Middle East conflict impacting global sentiment, and a challenging European market. Tariff uncertainty remains, though a $140 million recovery is deemed probable. Analysts questioned potential caution from wholesale partners, but management noted sell-throughs remain healthy in North America.

Generated by AI · Q1 2027 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q1 2027 Q1 2027 2026-06-05

Q1 results exceeded expectations with $536M in sales and gross margin up 350 bps year-over-year, driven by strong owned brand performance and disciplined execution. The Marc Jacobs acquisition accelerates the shift to higher-margin brands. Fiscal 2027 guidance for EPS was raised.

Q4 2026 Q4 2026 2026-03-12

Fiscal 2026 saw strong growth in owned brands and disciplined cost management, offsetting declines from exited PVH licenses and tariff impacts. Fiscal 2027 guidance anticipates lower revenue but higher margins, with continued investment in brand growth and digital expansion.

Q3 2026 Q3 2026 2025-12-09

Q3 profitability exceeded guidance despite tariff headwinds, with strong growth in owned brands offsetting PVH license declines. FY26 guidance was raised for EPS, and a new dividend was introduced, while gross margins are expected to recover as tariffs are mitigated and higher-margin brands expand.

Q2 2026 Q2 2026 2025-09-04

Q2 net sales and earnings exceeded expectations, driven by owned brands, despite a YoY sales decline due to license exits and tariff impacts. FY26 guidance reflects lower sales and margins, with owned brands expected to grow mid-single digits and significant cost mitigation efforts underway.

Q1 2026 Q1 2026 2025-06-06

Q1 earnings exceeded guidance, driven by double-digit growth in key owned brands, offsetting lost licensed sales. Despite macro uncertainty and a $135M potential tariff impact, full-year sales guidance is reaffirmed, with strong liquidity and disciplined inventory management.

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