G-III Apparel Group, Ltd.

NasdaqGS:GIII Rapport sur les actions

Capitalisation boursière : US$1.4b

G-III Apparel Group Gestion

Gestion contrôle des critères 3/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Morris Goldfarb

Directeur général

US$12.5m

Rémunération totale

Pourcentage du salaire du PDG11.09%
Durée du mandat du directeur général52.4yrs
Propriété du PDG9.8%
Durée moyenne d'occupation des postes de direction4.4yrs
Durée moyenne du mandat des membres du conseil d'administration16.2yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha Jun 07

G-III Apparel: Too Much Uncertainty, For Now (Rating Downgrade)

Summary G-III Apparel Group, Ltd. has continued to report declining sales. Losing PVH's brands' licenses continues to act as a headwind. Underneath, G-III's remaining brand portfolio is performing very well. A shift to owned brands has boosted gross margins. The Marc Jacobs regains scale for G-III and comes with wholesale expansion potential, but the $500 million acquisition's financial impact is unknown. Without the Marc Jacobs acquisition, I estimate G-III stock to have 35% upside to $45.6. The estimated upside comes with too high uncertainty for now. Read the full article on Seeking Alpha
Nouveau récit Mar 27

Fair Value of $40 for G-III Apparel Group Anticipated Over 5 Years

Investment Thesis The PVH license roll-off (~$470M of lower-margin revenue exiting by FY2028) is a known, finite, manageable headwind; the owned-brand revenue replacing it (DKNY, Karl Lagerfeld, Donna Karan) carries structurally higher gross margins, potentially driving margin expansion even on lower absolute revenues. Owned brands grew from 41% of net sales in FY2023 to 52% in FY2025, with DKNY at $675M and Karl Lagerfeld at $580M — both showing accelerating momentum as standalone global brands.
Article d’analyse Aug 14

Little Excitement Around G-III Apparel Group, Ltd.'s (NASDAQ:GIII) Earnings

NasdaqGS:GIII 1 Year Share Price vs Fair Value Explore G-III Apparel Group's Fair Values from the Community and select...
Article d’analyse Jun 13

At US$21.25, Is It Time To Put G-III Apparel Group, Ltd. (NASDAQ:GIII) On Your Watch List?

G-III Apparel Group, Ltd. ( NASDAQ:GIII ), might not be a large cap stock, but it received a lot of attention from a...
Article d’analyse May 09

These 4 Measures Indicate That G-III Apparel Group (NASDAQ:GIII) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Apr 16

G-III Apparel Group (NASDAQ:GIII) Is Experiencing Growth In Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Seeking Alpha Mar 02

G-III Apparel Group Is Worth Trying On

Summary G-III Apparel Group remains a compelling buy due to its cheap valuation, despite recent profitability declines and underperformance compared to the S&P 500. The company's revenue increased slightly, driven by higher demand for brands like DKNY and Karl Lagerfeld, but net income and EBITDA declined. Management has effectively reduced excess inventories, positioning the company well for future demand, despite challenges with expiring PVH Corp licenses. Despite risks, the thriving proprietary brands and attractive pricing justify continued bullishness on G-III Apparel Group. Read the full article on Seeking Alpha
Article d’analyse Jan 13

The Returns At G-III Apparel Group (NASDAQ:GIII) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Seeking Alpha Dec 11

G-III Apparel Group Continues To Perform, But I Think It Has Reached Fair Value

Summary G-III Apparel Group's 3Q25 results were positive and in-line, with own brands growing 30% YoY due to door expansion, derisking the year's largest quarter. Despite a 30% stock appreciation, I move G-III to a Hold position due to limited organic growth potential in FY26 and a less compelling risk/reward ratio. Gross margins declined 80bps YoY, with increased SG&A driven by compensation and marketing; Q4 outlook is cautiously optimistic, with key focus on retail sell-through. G-III's market cap is $1.57 billion, implying a 9.5% earnings yield; future growth hinges on retail performance and potential new licensed business profitability. Read the full article on Seeking Alpha
Article d’analyse Nov 04

These 4 Measures Indicate That G-III Apparel Group (NASDAQ:GIII) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Oct 16

A Look At The Fair Value Of G-III Apparel Group, Ltd. (NASDAQ:GIII)

Key Insights Using the 2 Stage Free Cash Flow to Equity, G-III Apparel Group fair value estimate is US$27.25 Current...
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Nouveau récit Oct 13

Global Expansion Struggles And Costly Shifts Threaten Revenue And Margin Stability

Global brand expansion could strain revenue projections if international traction falls short, especially as costly license transitions impact earnings stability.
Article d’analyse Sep 27

Return Trends At G-III Apparel Group (NASDAQ:GIII) Aren't Appealing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Article d’analyse Sep 07

G-III Apparel Group, Ltd. (NASDAQ:GIII) Soars 30% But It's A Story Of Risk Vs Reward

G-III Apparel Group, Ltd. ( NASDAQ:GIII ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha Sep 05

G-III Apparel: Q2 Was Good, And Despite The Rally, The Stock Remains An Opportunity

Summary G-III Apparel Group, Ltd.'s Q2 2025 results were strong, with proprietary brands growing and improved margins, leading to raised yearly EPS guidance and a 30% stock price surge. The market reaction was exaggerated, but G-III Apparel Group's proprietary brands are growing by double digits, and the company continues to secure new licenses, like Converse. The company's operating margin improved, and it repaid $400 million in debt, enhancing its financial stability and supporting the Buy rating. G-III trades at an 11% earnings yield, with a promising growth outlook, making it an attractive investment opportunity at current prices. Read the full article on Seeking Alpha
Seeking Alpha Aug 23

G-III Apparel Group: Still A Good Fit After A Nice Run Up

Summary G-III Apparel Group, Ltd. was rated a “buy” in August 2023, despite disappointing financial performance. Shares have increased 28.9% since then, outperforming the S&P 500, with mixed financial results but attractive pricing. The company saw revenue decline in 2024, but profits and cash flows improved, inventory levels decreased, and strategic partnerships were made. Read the full article on Seeking Alpha
Article d’analyse Jul 17

G-III Apparel Group, Ltd.'s (NASDAQ:GIII) Intrinsic Value Is Potentially 53% Above Its Share Price

Key Insights G-III Apparel Group's estimated fair value is US$41.17 based on 2 Stage Free Cash Flow to Equity G-III...
Article d’analyse Jun 20

What You Can Learn From G-III Apparel Group, Ltd.'s (NASDAQ:GIII) P/S

It's not a stretch to say that G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) price-to-sales (or "P/S") ratio of 0.4x...
Seeking Alpha Jun 07

G-III Apparel: Eyes On Revenue Miss And European Market Growth

Summary G-III Apparel's first quarter actual revenue and second quarter sales guidance were below expectations, which have unfavorable read-throughs for its full-year fiscal 2025 outlook. GIII has taken a 12% equity interest in All We Wear Group, and this will put it in a better position to capitalize on growth opportunities in the European market. I continue to rate G-III Apparel as a Hold following an evaluation of its performance and prospects. Read the full article on Seeking Alpha
Article d’analyse May 27

Return Trends At G-III Apparel Group (NASDAQ:GIII) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Apr 01

We Like The Quality Of G-III Apparel Group's (NASDAQ:GIII) Earnings

The stock was sluggish on the back of G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) recent earnings report. Our analysis...
Seeking Alpha Mar 14

G-III Apparel Is A Buy At These Prices

Summary G-III Apparel Group, Ltd. is a global wholesaler of licensed and owned brands with a focus on outerwear. The company's business heavily relies on Calvin Klein's outerwear licenses, which are set to expire in 2 years. G-III Apparel Group is working to grow its proprietary brands and other licenses to replace the revenue from the expiring Calvin Klein license. When considering the proprietary business and speculating on its operating margins, plus the remaining value of the CK license, G-III Apparel Group, Ltd. stock is undervalued. Read the full article on Seeking Alpha
Article d’analyse Feb 11

Returns Are Gaining Momentum At G-III Apparel Group (NASDAQ:GIII)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Seeking Alpha Jan 25

G-III Apparel: Looking For Better Cash Flows

Summary G-III Apparel designs, manufactures, and markets clothing with a large portfolio of self-owned brands and licensed brands. The company's track record of great growth has slowed into very nominal growth in past years. G-III Apparel has historically had poor cash flows due to constant working capital increases, but the slowing growth should significantly improve the cash flow conversion. The valuation has some upside if G-III Apparel can improve the cash flow conversion well, but the risk-to-reward still only constitutes a hold rating for the time being. Read the full article on Seeking Alpha
Article d’analyse Jan 19

Some Confidence Is Lacking In G-III Apparel Group, Ltd.'s (NASDAQ:GIII) P/S

It's not a stretch to say that G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) price-to-sales (or "P/S") ratio of 0.4x...
Article d’analyse Nov 03

Here's Why G-III Apparel Group (NASDAQ:GIII) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Oct 06

A Look At The Fair Value Of G-III Apparel Group, Ltd. (NASDAQ:GIII)

Key Insights G-III Apparel Group's estimated fair value is US$19.76 based on 2 Stage Free Cash Flow to Equity Current...
Article d’analyse Sep 13

Here's What's Concerning About G-III Apparel Group's (NASDAQ:GIII) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...

Analyse de la rémunération des PDG

Comment la rémunération de Morris Goldfarb a-t-elle évolué par rapport aux bénéfices de G-III Apparel Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Apr 30 2026n/an/a

US$126m

Jan 31 2026US$13mUS$1m

US$67m

Oct 31 2025n/an/a

US$148m

Jul 31 2025n/an/a

US$182m

Apr 30 2025n/an/a

US$196m

Jan 31 2025US$17mUS$1m

US$194m

Oct 31 2024n/an/a

US$174m

Jul 31 2024n/an/a

US$187m

Apr 30 2024n/an/a

US$179m

Jan 31 2024US$31mUS$1m

US$176m

Oct 31 2023n/an/a

-US$114m

Jul 31 2023n/an/a

-US$180m

Apr 30 2023n/an/a

-US$160m

Jan 31 2023US$6mUS$1m

-US$133m

Oct 31 2022n/an/a

US$176m

Jul 31 2022n/an/a

US$222m

Apr 30 2022n/an/a

US$205m

Jan 31 2022US$25mUS$1m

US$201m

Oct 31 2021n/an/a

US$167m

Jul 31 2021n/an/a

US$123m

Apr 30 2021n/an/a

US$89m

Jan 31 2021US$9mUS$462k

US$24m

Oct 31 2020n/an/a

US$34m

Jul 31 2020n/an/a

US$66m

Apr 30 2020n/an/a

US$92m

Jan 31 2020US$17mUS$1m

US$144m

Rémunération vs marché: La rémunération totale de Morris ($USD 12.51M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.30M ).

Rémunération et revenus: La rémunération de Morris a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Morris Goldfarb (75 yo)

52.4yrs
Titularisation
US$12,508,253
Compensation

Mr. Morris Goldfarb is Director of RLJ Acquisition, Inc. from February 2011. He joined the RLJ Acquisition, Inc. in February 2011. He is Chairman & CEO of G-III Apparel Group, Ltd.He joined the G-III Appa...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Morris Goldfarb
CEO & Chairmanno dataUS$12.51m9.81%
$ 140.8m
Sammy Aaron
Vice Chairman & President20.9yrsUS$9.17m0.12%
$ 1.7m
Neal Nackman
CFO & Treasurer20.8yrsUS$2.23m0.015%
$ 218.5k
Dana Perlman
Chief Growth & Operations Officer2.4yrsUS$4.39mpas de données
Jeffrey Goldfarb
Executive VP10yrsUS$10.55m1.42%
$ 20.4m
Nicholas Bacchus
Senior Vice President of Investor Relations & Treasurerno datapas de donnéespas de données
Bettina Havrilla
Chief Human Resource Officer4.4yrspas de donnéespas de données
Jonathan Elias
Group Co-President of the Calvin Klein4.4yrspas de donnéespas de données
Karl McErlean
President of G-III Asiano datapas de donnéespas de données
Carl Banks
President of G-III Sports Division4.4yrspas de donnéespas de données
Michael Brady
Secretaryno datapas de donnéespas de données
Roland Herlory
Chief Executive Officer of Vilebrequin2.4yrspas de donnéespas de données
4.4yrs
Durée moyenne de l'emploi
66yo
Âge moyen

Gestion expérimentée: L'équipe de direction de GIII est considérée comme expérimentée (ancienneté moyenne 4.4 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Morris Goldfarb
CEO & Chairman52.4yrsUS$12.51m9.81%
$ 140.8m
Sammy Aaron
Vice Chairman & President20.9yrsUS$9.17m0.12%
$ 1.7m
Jeffrey Goldfarb
Executive VP17.4yrsUS$10.55m1.42%
$ 20.4m
Thomas Brosig
Independent Director34.4yrsUS$242.99k0.12%
$ 1.7m
Richard White
Lead Independent Director23.4yrsUS$331.99k0.21%
$ 3.0m
Robert Johnson
Independent Director5.8yrsUS$211.99k0.062%
$ 895.4k
Joyce Brown
Independent Director3yrsUS$211.99k0.026%
$ 378.8k
Laura Pomerantz
Independent Director20.8yrsUS$214.99k0.059%
$ 846.8k
Cheryl Vitali
Independent Director14.9yrsUS$211.99k0.14%
$ 2.1m
Michael Shaffer
Independent Director3yrsUS$260.00k0.029%
$ 409.8k
Patti Ongman
Independent Director4.3yrsUS$214.99k0.038%
$ 551.8k
Victor Herrero Amigo
Independent Director7yrsUS$214.99k0.12%
$ 1.7m
16.2yrs
Durée moyenne de l'emploi
71yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la GIII est chevronné et expérimenté ( 16.2 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/10 00:50
Cours de l'action en fin de journée2026/06/10 00:00
Les revenus2026/04/30
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

G-III Apparel Group, Ltd. est couverte par 15 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Robert DrbulBarclays
Paul KearneyBarclays
Heather BalskyBofA Global Research