View ValuationG-III Apparel Group 将来の成長Future 基準チェック /06 G-III Apparel Groupの収益は年間5.1%減少すると予測されています。主要情報n/a収益成長率n/aEPS成長率Luxury 収益成長13.2%収益成長率-5.1%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日15 May 2026今後の成長に関する最新情報お知らせ • Mar 12G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter 2027 and Full Fiscal Year Ending January 31, 2027G-III Apparel Group, Ltd. provided earnings guidance for the first quarter 2027 and full fiscal year ending January 31, 2027. For the First quarter 2027, the company expects net sales for the first quarter fiscal 2027 are expected to be approximately $530.0 million. This compares to net sales of $583.6 million in last year’s first quarter. Net loss for the first quarter of fiscal 2027 is expected to be between $18.0 million and $13.0 million, or earnings per share between $0.40 and $0.30. This compares to net income of $7.8 million, or $0.17 per diluted share, in last year’s first quarter. For the year 2027, the company expects net sales for fiscal 2027 are expected to be approximately $2.71 billion, which incorporates the loss of $470 million of sales from Calvin Klein and Tommy Hilfiger products. This compares to net sales of $2.96 billion for fiscal 2026.Net income is expected to be between $88.0 million and $92.0 million, or diluted earnings per share between $2.00 and $2.10. This compares to net income of $67.4 million, or $1.51 per diluted share for fiscal 2026.お知らせ • Dec 09+ 2 more updatesG-III Apparel Group, Ltd. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. revised earnings guidance for the fiscal year ending January 31, 2026. For the year, the company now expects net sales are expected to be approximately $2.98 billion (previous guidance $3.02 billion). Net income is expected to be between $121.0 million and $126.0 million (previous guidance $112.0 million and $122.0 million), or diluted earnings per share between $2.72 and $2.82 (previous guidance $2.53 and $2.73).お知らせ • Sep 04G-III Apparel Group, Ltd. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Updates Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. updated earnings guidance for the fiscal year 2026. For the quarter, Net sales for the third quarter of fiscal 2026 are expected to be approximately $1.01 billion. This compares to net sales of $1.09 billion in last year’s third quarter. Net income for the third quarter of fiscal 2026 is expected to be between $62.0 million and $72.0 million, or diluted earnings per share between $1.43 and $1.63. This compares to net income of $114.8 million, or $2.55 per diluted share, in last year’s third quarter. For the year, Net sales are expected to be approximately $3.02 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $112.0 million and $122.0 million, or diluted earnings per share between $2.53 and $2.73. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.お知らせ • Jun 06G-III Apparel Group, Ltd. Reaffirms Its Earnings Guidance for the Second Quarter and Full Year 2026G-III Apparel Group, Ltd. reaffirmed its earnings guidance for the second quarter and full year 2026. For the second quarter company expects Net sales for the second quarter of fiscal 2026 are expected to be approximately $570.0 million. Net income for the second quarter of fiscal 2026 is expected to be between $1.0 million and $6.0 million, or diluted earnings per share between $0.02 and $0.12. This compares to net income of $24.2 million, or $0.53 per diluted share, in last year’s second quarter. For the full year company expects Net sales are expected to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025.お知らせ • Mar 13G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter and Full Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. provided earnings guidance for the first quarter and full fiscal year ending January 31, 2026. For the first quarter, the company expects net sales to be approximately $580.0 million. This compares to net sales of $609.7 million in last year’s first quarter. Net income is expected to be between $2.0 million and $7.0 million, or diluted earnings per share between $0.05 and $0.15. This compares to net income of $5.8 million, or $0.12 per diluted share, in last year’s first quarter. For the full fiscal year, the company expects net sales to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $192.0 million and $197.0 million, or diluted earnings per share between $4.15 and $4.25. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.お知らせ • Sep 05+ 1 more updateG-III Apparel Group, Ltd. Updates Earnings Guidance for the Fiscal Year 2025G-III Apparel Group, Ltd. updated earnings guidance for the Fiscal year 2025. For the year, the Net sales are expected to increase by approximately 3% to $3.20 billion (unchanged to prior guidance), compared to net sales of $3.10 billion for fiscal 2024. Net income is expected to be between $179.0 million and $184.0 million (prior $170.0 million and $175.0 million), or diluted earnings per share between $3.94 and $4.04 (prior $3.58 and $3.68). This compares to net income of $176.2 million, or $3.75 per diluted share, for fiscal 2024.すべての更新を表示Recent updatesお知らせ • May 06G-III Apparel Group, Ltd., Annual General Meeting, Jun 11, 2026G-III Apparel Group, Ltd., Annual General Meeting, Jun 11, 2026. Location: at the ofices of paul, weiss, rifkind, wharton, 1285 avenue of the americas, 29th floor, new york 10019, new york, United Statesお知らせ • Mar 13G-III Apparel Group, Ltd. Declares Quarterly Dividend, Payable on March 30, 2026G-III Apparel Group, Ltd. announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share. The dividend is payable on March 30, 2026 to stockholders of record on March 23, 2026.お知らせ • Mar 12G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter 2027 and Full Fiscal Year Ending January 31, 2027G-III Apparel Group, Ltd. provided earnings guidance for the first quarter 2027 and full fiscal year ending January 31, 2027. For the First quarter 2027, the company expects net sales for the first quarter fiscal 2027 are expected to be approximately $530.0 million. This compares to net sales of $583.6 million in last year’s first quarter. Net loss for the first quarter of fiscal 2027 is expected to be between $18.0 million and $13.0 million, or earnings per share between $0.40 and $0.30. This compares to net income of $7.8 million, or $0.17 per diluted share, in last year’s first quarter. For the year 2027, the company expects net sales for fiscal 2027 are expected to be approximately $2.71 billion, which incorporates the loss of $470 million of sales from Calvin Klein and Tommy Hilfiger products. This compares to net sales of $2.96 billion for fiscal 2026.Net income is expected to be between $88.0 million and $92.0 million, or diluted earnings per share between $2.00 and $2.10. This compares to net income of $67.4 million, or $1.51 per diluted share for fiscal 2026.お知らせ • Mar 05G-III Apparel Group, Ltd. to Report Q4, 2026 Results on Mar 12, 2026G-III Apparel Group, Ltd. announced that they will report Q4, 2026 results Pre-Market on Mar 12, 2026お知らせ • Dec 10G-III Apparel Group, Ltd. announces Semi-Annual dividend, payable on December 29, 2025G-III Apparel Group, Ltd. announced Semi-Annual dividend of USD 0.1000 per share payable on December 29, 2025, ex-date on December 15, 2025 and record date on December 15, 2025.お知らせ • Dec 09+ 2 more updatesG-III Apparel Group, Ltd. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. revised earnings guidance for the fiscal year ending January 31, 2026. For the year, the company now expects net sales are expected to be approximately $2.98 billion (previous guidance $3.02 billion). Net income is expected to be between $121.0 million and $126.0 million (previous guidance $112.0 million and $122.0 million), or diluted earnings per share between $2.72 and $2.82 (previous guidance $2.53 and $2.73).お知らせ • Dec 02G-III Apparel Group, Ltd. to Report Q3, 2026 Results on Dec 09, 2025G-III Apparel Group, Ltd. announced that they will report Q3, 2026 results Pre-Market on Dec 09, 2025お知らせ • Sep 04G-III Apparel Group, Ltd. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Updates Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. updated earnings guidance for the fiscal year 2026. For the quarter, Net sales for the third quarter of fiscal 2026 are expected to be approximately $1.01 billion. This compares to net sales of $1.09 billion in last year’s third quarter. Net income for the third quarter of fiscal 2026 is expected to be between $62.0 million and $72.0 million, or diluted earnings per share between $1.43 and $1.63. This compares to net income of $114.8 million, or $2.55 per diluted share, in last year’s third quarter. For the year, Net sales are expected to be approximately $3.02 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $112.0 million and $122.0 million, or diluted earnings per share between $2.53 and $2.73. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.お知らせ • Aug 28G-III Apparel Group, Ltd. to Report Q2, 2026 Results on Sep 04, 2025G-III Apparel Group, Ltd. announced that they will report Q2, 2026 results Pre-Market on Sep 04, 2025お知らせ • Jun 06G-III Apparel Group, Ltd. Reaffirms Its Earnings Guidance for the Second Quarter and Full Year 2026G-III Apparel Group, Ltd. reaffirmed its earnings guidance for the second quarter and full year 2026. For the second quarter company expects Net sales for the second quarter of fiscal 2026 are expected to be approximately $570.0 million. Net income for the second quarter of fiscal 2026 is expected to be between $1.0 million and $6.0 million, or diluted earnings per share between $0.02 and $0.12. This compares to net income of $24.2 million, or $0.53 per diluted share, in last year’s second quarter. For the full year company expects Net sales are expected to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025.お知らせ • May 30G-III Apparel Group, Ltd. to Report Q1, 2026 Results on Jun 06, 2025G-III Apparel Group, Ltd. announced that they will report Q1, 2026 results Pre-Market on Jun 06, 2025お知らせ • Mar 13G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter and Full Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. provided earnings guidance for the first quarter and full fiscal year ending January 31, 2026. For the first quarter, the company expects net sales to be approximately $580.0 million. This compares to net sales of $609.7 million in last year’s first quarter. Net income is expected to be between $2.0 million and $7.0 million, or diluted earnings per share between $0.05 and $0.15. This compares to net income of $5.8 million, or $0.12 per diluted share, in last year’s first quarter. For the full fiscal year, the company expects net sales to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $192.0 million and $197.0 million, or diluted earnings per share between $4.15 and $4.25. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.お知らせ • Mar 06G-III Apparel Group, Ltd. to Report Q4, 2025 Results on Mar 13, 2025G-III Apparel Group, Ltd. announced that they will report Q4, 2025 results Pre-Market on Mar 13, 2025お知らせ • Dec 03G-III Apparel Group, Ltd. to Report Q3, 2025 Results on Dec 10, 2024G-III Apparel Group, Ltd. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Dec 10, 2024Recent Insider Transactions • Sep 27Chairman & CEO recently sold €4.6m worth of stockOn the 26th of September, Morris Goldfarb sold around 167k shares on-market at roughly €27.80 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Morris' only on-market trade for the last 12 months.Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: US$0.54 (vs US$0.36 in 2Q 2024)Second quarter 2025 results: EPS: US$0.54 (up from US$0.36 in 2Q 2024). Revenue: US$644.8m (down 2.3% from 2Q 2024). Net income: US$24.2m (up 47% from 2Q 2024). Profit margin: 3.8% (up from 2.5% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Sep 05+ 1 more updateG-III Apparel Group, Ltd. Updates Earnings Guidance for the Fiscal Year 2025G-III Apparel Group, Ltd. updated earnings guidance for the Fiscal year 2025. For the year, the Net sales are expected to increase by approximately 3% to $3.20 billion (unchanged to prior guidance), compared to net sales of $3.10 billion for fiscal 2024. Net income is expected to be between $179.0 million and $184.0 million (prior $170.0 million and $175.0 million), or diluted earnings per share between $3.94 and $4.04 (prior $3.58 and $3.68). This compares to net income of $176.2 million, or $3.75 per diluted share, for fiscal 2024.お知らせ • Aug 29G-III Apparel Group, Ltd. to Report Q2, 2025 Results on Sep 05, 2024G-III Apparel Group, Ltd. announced that they will report Q2, 2025 results Pre-Market on Sep 05, 2024Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €24.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Luxury industry in Europe. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.46 per share.お知らせ • Jun 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter of 2025 and Revises Earnings Guidance for the Fiscal Year Ending January 31, 2025G-III Apparel Group, Ltd. provided earnings guidance for the second quarter of 2025 and revised earnings guidance for the fiscal year ending January 31, 2025. For the second quarter of fiscal 2025, the company expects net sales of approximately $650.0 million compared to $659.8 million in the same period last year. Net income is expected to be in the range of $10.0 million and $15.0 million, or $0.22 and $0.32 per share. This compares to net income of $16.4 million, or $0.35 per diluted share, in last year’s second quarter. For fiscal 2025, the company expects net sales of approximately $3.20 billion and net income between $170.0 million and $175.0 million, or between $3.58 and $3.68 per diluted share. This compares to net sales of $3.10 billion and net income of $176.2 million, or $3.75 per diluted share, for fiscal 2024.Reported Earnings • Jun 07First quarter 2025 earnings released: EPS: US$0.13 (vs US$0.07 in 1Q 2024)First quarter 2025 results: EPS: US$0.13 (up from US$0.07 in 1Q 2024). Revenue: US$609.7m (flat on 1Q 2024). Net income: US$5.80m (up 79% from 1Q 2024). Profit margin: 1.0% (up from 0.5% in 1Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 31G-III Apparel Group, Ltd. to Report Q1, 2025 Results on Jun 06, 2024G-III Apparel Group, Ltd. announced that they will report Q1, 2025 results Pre-Market on Jun 06, 2024お知らせ • May 14G-III Apparel Group, Ltd., Annual General Meeting, Jun 18, 2024G-III Apparel Group, Ltd., Annual General Meeting, Jun 18, 2024. Location: norton rose fulbright us llp, 1301 avenue of the americas, 30th floor newyork, 10019., new york United StatesNew Risk • Mar 20New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 15Full year 2024 earnings released: EPS: US$3.84 (vs US$2.79 loss in FY 2023)Full year 2024 results: EPS: US$3.84 (up from US$2.79 loss in FY 2023). Revenue: US$3.10b (down 4.0% from FY 2023). Net income: US$176.2m (up US$309.2m from FY 2023). Profit margin: 5.7% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is expected to decline by 6.2% p.a. on average during the next 3 years, while revenues in the Luxury industry in Europe are expected to grow by 7.3%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Mar 15G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter and Full Fiscal Year of 2025G-III Apparel Group, Ltd. provided earnings guidance for the first quarter and full fiscal year of 2025. For the first quarter of fiscal 2025, the Company expects net sales of approximately $615.0 million compared to $606.6 million in the same period last year. Net loss is expected to be in the range of $(5.0) million and break-even, or $(0.10) and $0.00 per share.For fiscal 2025, the Company expects net sales of approximately $3.20 billion and net income between $167.0 million and $172.0 million, or between $3.50 and $3.60 per diluted share.お知らせ • Mar 08G-III Apparel Group, Ltd. to Report Q4, 2024 Results on Mar 14, 2024G-III Apparel Group, Ltd. announced that they will report Q4, 2024 results Pre-Market on Mar 14, 2024Recent Insider Transactions • Dec 21CFO & Treasurer recently sold €1.0m worth of stockOn the 15th of December, Neal Nackman sold around 32k shares on-market at roughly €32.34 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Neal's only on-market trade for the last 12 months.Reported Earnings • Dec 06Third quarter 2024 earnings released: EPS: US$2.79 (vs US$1.29 in 3Q 2023)Third quarter 2024 results: EPS: US$2.79 (up from US$1.29 in 3Q 2023). Revenue: US$1.07b (down 1.0% from 3Q 2023). Net income: US$127.6m (up 109% from 3Q 2023). Profit margin: 12% (up from 5.7% in 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Dec 05+ 1 more updateG-III Apparel Group, Ltd. Provides Earnings Guidance for Fiscal 2024G-III Apparel Group, Ltd. provided earnings guidance For fiscal 2024, the Company expects net sales of approximately $3.15 billion and net income between $175 million and $180 million, or between $3.75 and $3.85 per diluted share.お知らせ • Nov 29G-III Apparel Group, Ltd. to Report Q3, 2024 Results on Dec 05, 2023G-III Apparel Group, Ltd. announced that they will report Q3, 2024 results Pre-Market on Dec 05, 2023New Risk • Nov 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Significant insider selling over the past 3 months (€474k sold).Recent Insider Transactions • Oct 19Independent Director recently sold €250k worth of stockOn the 16th of October, Laura Pomerantz sold around 11k shares on-market at roughly €22.96 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Recent Insider Transactions • Sep 15Independent Director recently sold €224k worth of stockOn the 11th of September, Alan Feller sold around 10k shares on-market at roughly €22.37 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.8m. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: US$0.36 (vs US$0.76 in 2Q 2023)Second quarter 2024 results: EPS: US$0.36 (down from US$0.76 in 2Q 2023). Revenue: US$659.8m (up 9.0% from 2Q 2023). Net income: US$16.4m (down 55% from 2Q 2023). Profit margin: 2.5% (down from 6.0% in 2Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Sep 08+ 1 more updateG-III Apparel Group, Ltd. Raises Earnings Guidance for Fiscal Year 2024G-III Apparel Group, Ltd. raised earnings guidance for fiscal year 2024. For fiscal 2024, the Company expects net sales of approximately $3.30 billion and net income between $145 million and $150 million, or between $3.05 and $3.15 per diluted share.お知らせ • Sep 01G-III Apparel Group, Ltd. to Report Q2, 2024 Results on Sep 07, 2023G-III Apparel Group, Ltd. announced that they will report Q2, 2024 results Pre-Market on Sep 07, 2023Buying Opportunity • Jul 24Now 22% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €23.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Jul 17Independent Director recently sold €200k worth of stockOn the 12th of July, Laura Pomerantz sold around 11k shares on-market at roughly €18.36 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.8m. Insiders have been net sellers, collectively disposing of €840k more than they bought in the last 12 months.Buying Opportunity • Jul 04Now 24% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €23.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.New Risk • Jul 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €4.0m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Significant insider selling over the past 3 months (€4.0m sold).Recent Insider Transactions • Jul 02Vice Chairman & President recently sold €3.8m worth of stockOn the 27th of June, Sammy Aaron sold around 209k shares on-market at roughly €18.02 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sammy's only on-market trade for the last 12 months.お知らせ • Jun 09G-III Apparel Group, Ltd. Announces the Election of Three New Board Members: Dr. Joyce F. Brown, Michael Shaffer and Andrew YaegerG-III Apparel Group, Ltd. announced that at its Annual Meeting of Stockholders held today, Dr. Joyce F. Brown, President of the Fashion Institute of Technology, Michael Shaffer, recently retired Chief Operating Officer and Chief Financial Officer of PVH Corp. and an external advisor to a number of fashion businesses, and Andrew Yaeger, Global Head of Jefferies’ Strategic Equity Transactions Group were elected to G-III’s Board of Directors. Dr. Brown has been President of Fashion Institute of Technology (FIT) since 1998. She has had over 40 years of experience in public higher education. Before her position at FIT, she held numerous senior administrative posts at City University of New York (CUNY), including Acting President of Bernard Baruch College and Vice Chancellor of the University. She was professor of Counseling Psychology at the Graduate School and University Center of CUNY, where she is currently a professor emerita. Dr. Brown also served as a New York City Deputy Mayor for Public and Community Affairs during the David Dinkins administration. She served on the Board of Directors of Ralph Lauren Corporation from 2001 to 2020. Mr. Shaffer spent over 30 years at PVH Corp. holding numerous positions in its wholesale and retail divisions before retiring in 2021. He was Executive Vice President, Chief Operating and Financial Officer of PVH Corp. from May 2006 until October 2021 where he oversaw the retail division, treasury, corporate finance, information technology and logistics services. He currently serves on the Board of Directors of Torrid Corporation and The Children’s Place Inc. and served on the Board of Directors of Build-A-Bear Workshops from 2014 to 2019. Mr. Yaeger has been the Global Head of Jefferies’ Strategic Equity Transactions Group since mid-2021. From 2004 until 2021, he held various leadership roles within Deutsche Bank, including Global Head of the Strategic Equity Transactions Group. Prior to that position, he held key positions in the Equity Capital Markets group of Deutsche Bank in the U.S., as well as in their Structuring Group that worked across equity, credit, interest rates and foreign currencies. Prior to Deutsche Bank, he worked at Bear Stearns in investment banking and derivatives for five years. With the addition of these three new members, G-III’s Board of Directors which now consists of fourteen members, includes four women and four individuals of diverse backgrounds. In addition, eleven of the fourteen Board members or 79% of the Board of Directors are independent.New Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Jun 07G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter of Fiscal 2024 and the Full Year Ending January 31, 2024G-III Apparel Group, Ltd. provided earnings guidance for the second quarter of fiscal 2024 and the full year ending January 31, 2024. For the second quarter of fiscal year 2024, the company expects net sales of approximately $595.0 million compared to $605.2 million in the same period last year. The company expects a net loss for the second quarter of fiscal 2024 in the range of $5.0 million and break even or between $0.10 and $0.00 per share. This compares to net income of $36.3 million, or $0.74 per diluted share, in last year’s second quarter.For fiscal 2024, the company expects net sales of approximately $3.29 billion and net income between $125.0 million and $130.0 million, or between $2.65 and $2.75 per diluted share. This compares to net sales of $3.23 billion and a net loss of $(133.1) million, or $(2.79) per share, for fiscal 2023.Reported Earnings • Jun 07First quarter 2024 earnings released: EPS: US$0.07 (vs US$0.64 in 1Q 2023)First quarter 2024 results: EPS: US$0.07 (down from US$0.64 in 1Q 2023). Revenue: US$606.6m (down 12% from 1Q 2023). Net income: US$3.24m (down 89% from 1Q 2023). Profit margin: 0.5% (down from 4.4% in 1Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 31G-III Apparel Group, Ltd. to Report Q1, 2024 Results on Jun 06, 2023G-III Apparel Group, Ltd. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Jun 06, 2023お知らせ • May 06+ 1 more updateG-III Apparel Group, Ltd., Annual General Meeting, Jun 08, 2023G-III Apparel Group, Ltd., Annual General Meeting, Jun 08, 2023, at 10:00 US Eastern Standard Time. Location: Norton Rose Fulbright US LLP, 1301 Avenue of the Americas, 30th Floor, New York, New York 10019 New York United States Agenda: To elect fourteen directors to serve on our Board of Directors for the ensuing year; to consider an advisory and non-binding vote on the compensation of our named executive officers; to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending January 31, 2024; and to consider other matters.Reported Earnings • Mar 17Full year 2023 earnings released: US$2.79 loss per share (vs US$4.14 profit in FY 2022)Full year 2023 results: US$2.79 loss per share (down from US$4.14 profit in FY 2022). Revenue: US$3.23b (up 17% from FY 2022). Net loss: US$133.1m (down 166% from profit in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 41% share price decline to €12.10, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 17x in the Luxury industry in Germany. Total loss to shareholders of 55% over the past three years.Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: US$1.29 (vs US$2.20 in 3Q 2022)Third quarter 2023 results: EPS: US$1.29 (down from US$2.20 in 3Q 2022). Revenue: US$1.08b (up 6.2% from 3Q 2022). Net income: US$61.1m (down 43% from 3Q 2022). Profit margin: 5.7% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Dec 01G-III Apparel Group, Ltd. Announces Earnings Guidance for the Year 2023For fiscal 2023, G-III Apparel Group, Ltd. announced that the Company expects net sales of approximately $3.15 billion and net income between $147 million and $152 million, or between $3.00 and $3.10 per diluted share. This compares to net sales of $2.77 billion and net income of $200.6 million, or $4.05 per diluted share, last year. This guidance is inclusive of approximately $130.0 million in net sales and net income of approximately $0.10 per diluted share in connection with the operations of the Karl Lagerfeld business for the seven months in this fiscal year subsequent to Karl Lagerfeld becoming a wholly-owned subsidiary of the Company.お知らせ • Nov 29G-III Apparel Group, Ltd. to Report Q3, 2023 Results on Dec 01, 2022G-III Apparel Group, Ltd. announced that they will report Q3, 2023 results Pre-Market on Dec 01, 2022Reported Earnings • Sep 08Second quarter 2023 earnings released: EPS: US$0.76 (vs US$0.40 in 2Q 2022)Second quarter 2023 results: EPS: US$0.76 (up from US$0.40 in 2Q 2022). Revenue: US$605.2m (up 25% from 2Q 2022). Net income: US$36.3m (up 90% from 2Q 2022). Profit margin: 6.0% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2023G-III Apparel Group, Ltd. provided earnings guidance for the third quarter and full fiscal year 2023. For the year, the company expects net sales of approximately $3.15 billion and net income of between $182 million and $187 million or between $3.69 and $3.79 per diluted share. This guidance is inclusive of approximately $130 million in net sales and net income of approximately $0.10 per diluted share in connection with the acquisition of the Karl Lagerfeld brand for the 7 months of ownership in this fiscal year.For the third quarter of fiscal year 2023, the company expects net sales of approximately $1.07 billion compared to $1.02 billion in the same period last year. Net income for the third quarter of fiscal 2023 is expected to be in the range of $83 million to $88 million or $1.70 and $1.80 per diluted share.お知らせ • Sep 01G-III Apparel Group, Ltd. to Report Q2, 2023 Results on Sep 07, 2022G-III Apparel Group, Ltd. announced that they will report Q2, 2023 results Pre-Market on Sep 07, 2022Reported Earnings • Jun 09First quarter 2023 earnings released: EPS: US$0.64 (vs US$0.54 in 1Q 2022)First quarter 2023 results: EPS: US$0.64 (up from US$0.54 in 1Q 2022). Revenue: US$688.8m (up 33% from 1Q 2022). Net income: US$30.6m (up 16% from 1Q 2022). Profit margin: 4.4% (down from 5.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter and Full Year of 2023G-III Apparel Group, Ltd. provided earnings guidance for the second quarter and full year of 2023. For the quarter, the company expects net sales of approximately $600.0 million compared to $483.1 million in the same period last year. Net income for the second quarter of fiscal 2023 is expected to be in the range $20.0 million and $25.0 million, or $0.42 and $0.52 per diluted share. This compares to net income of $19.2 million, or $0.39 per diluted share in last year’s second quarter.For the year, the company expected net sales of approximately $3.24 billion and net income between $205.0 million and $215.0 million, or between $4.23 and $4.33 per diluted share.お知らせ • Jun 03G-III Apparel Group, Ltd. (NasdaqGS:GIII) Completed it's acquisition of the remaining 81% stake in Karl Lagerfeld BV from Amlon Capital BV and others.G-III Apparel Group, Ltd. (NasdaqGS:GIII) agreed to acquire the remaining 81% stake in Karl Lagerfeld BV for €200 million on May 2, 2022. The Transaction is subject to certain adjustments and customary closing conditions. The all-cash transaction has been approved by the board of directors of both companies. The transaction is expected to close in the second or third quarter of fiscal year 2023. The acquisition is expected to be modestly accretive in our fiscal 2023 year ending January 31, 2023, and incrementally more accretive thereafter. Jakob Rendtorff, Alan Klein, Lori Lesser, Andrew Blau, Sara Razi, Preston Miller, Brian Steinhardt, Andrew Purcell and Timothy Mulvihill of Simpson of Thacher & Bartlett LLP, and De Brauw Blackstone Westbroek P.C. acted as legal advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII). Barclays Capital Inc. acted as financial advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII). G-III Apparel Group, Ltd. (NasdaqGS:GIII) Completed it's acquisition of the remaining 81% stake in Karl Lagerfeld BV from Amlon Capital BV and others on June 2, 2022. The transaction was funded by G-III with cash on hand. As a result of the transaction, the Karl Lagerfeld brand is wholly owned by subsidiaries of G-III Apparel Group, Ltd.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to €23.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Luxury industry in Europe. Total loss to shareholders of 2.3% over the past three years.お知らせ • Jun 01G-III Apparel Group, Ltd. to Report Q1, 2023 Results on Jun 07, 2022G-III Apparel Group, Ltd. announced that they will report Q1, 2023 results Pre-Market on Jun 07, 2022お知らせ • May 09G-Iii Apparel Group, Ltd. Announces Director ResignationG-III Apparel Group, Ltd. announced that Jeanette Nostra and Willem van Bokhorst, current directors of the Company, advised that they will not stand for reelection at the Annual Meeting.お知らせ • May 07G-III Apparel Group, Ltd., Annual General Meeting, Jun 09, 2022G-III Apparel Group, Ltd., Annual General Meeting, Jun 09, 2022, at 10:00 US Eastern Standard Time. Location: 1301 Avenue of the Americas, 30 Floor New York New York United States Agenda: To consider the election of twelve directors to serve on board of directors for the ensuing year; to consider for an advisory and non-binding vote on the compensation of named executive officers; to approve the amendment to 2015 long-term incentive plan, as amended, to increase the number of shares of common stock authorized for grant; and to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 31, 2023.お知らせ • May 03G-III Apparel Group, Ltd. (NasdaqGS:GIII) agreed to acquire the remaining 81% stake in Karl Lagerfeld BV for €200 million.G-III Apparel Group, Ltd. (NasdaqGS:GIII) agreed to acquire the remaining 81% stake in Karl Lagerfeld BV for €200 million on May 2, 2022. The Transaction is subject to certain adjustments and customary closing conditions. The all-cash transaction has been approved by the board of directors of both companies. The transaction is expected to close in the second or third quarter of fiscal year 2023. Simpson Thacher & Bartlett LLP and De Brauw Blackstone Westbroek P.C. acted as legal advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII). Barclays Capital Inc. acted as financial advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII).お知らせ • Apr 01G-III Apparel Group, Ltd. Announces the Election of Lisa Warner Wardell and Patti H. Ongman to Its Board of DirectorsG-III Apparel Group, Ltd. announced the election of Ms. Lisa Warner Wardell, Executive Chairman of the Board of Directors of Adtalem Global Education, and Ms. Patti H. Ongman, recently retired Chief Merchandising Officer at Macy’s Inc. and an external advisor to a leading international consulting company. Lisa Wardell currently serves as Executive Chairman of the Board of Directors for Adtalem Global Education. Patti Ongman currently serves as an external advisor to a leading international consulting company, where she provides guidance to their clients on digital and retail projects. Patti is also a member of the New Yorkers for Children Board of Directors where she serves on the Audit Committee. Previously, Patti served as the Chief Merchandising Officer of Macy’s, as well as the Chief Planning Officer, where she led the company’s merchandising function and omni-channel strategy implementation. Patti was the founding executive sponsor of WAM, an employee resource group for Women at Macy’s. G-III also announced that Willem van Bokhorst and Jeanette Nostra-Katz, two long-standing members of G-III’s Board of Directors, have notified the Company that they will not stand for re-election at the Company’s Annual Meeting of Stockholders to be held in June.Recent Insider Transactions • Mar 24Vice Chairman & President recently sold €3.2m worth of stockOn the 23rd of March, Sammy Aaron sold around 119k shares on-market at roughly €26.72 per share. This was the largest sale by an insider in the last 3 months. This was Sammy's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to €27.40, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Luxury industry in Europe. Total loss to shareholders of 19% over the past three years.Reported Earnings • Mar 18Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$4.14 (up from US$0.49 in FY 2021). Revenue: US$2.77b (up 35% from FY 2021). Net income: US$200.6m (up US$177.0m from FY 2021). Profit margin: 7.3% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.7%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Dec 23Independent Director recently sold €180k worth of stockOn the 15th of December, Laura Pomerantz sold around 8k shares on-market at roughly €23.75 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.Reported Earnings • Dec 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$2.20 (up from US$1.31 in 3Q 2021). Revenue: US$1.02b (up 23% from 3Q 2021). Net income: US$106.7m (up 69% from 3Q 2021). Profit margin: 11% (up from 7.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Dec 02G-III Apparel Group, Ltd. Revises Earnings Guidance for Fiscal Year Ending January 31, 2022G-III Apparel Group, Ltd. revised earnings guidance for fiscal year ending January 31, 2022. For fiscal year 2022, the Company expects net sales of approximately $2.77 billion and net income between $180.0 million and $190.0 million, or between $3.65 and $3.75 per diluted share. The Company previously forecasted net sales of approximately $2.70 billion and net income between $155.0 million and $165.0 million, or between $3.10 and $3.20 per diluted share. This compares to net sales of $2.06 billion and net income of $23.5 million, or $0.48 per diluted share, last year.Recent Insider Transactions • Sep 30Independent Director recently sold €128k worth of stockOn the 27th of September, Laura Pomerantz sold around 5k shares on-market at roughly €26.40 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.お知らせ • Sep 24G-III Apparel Group, Ltd. (NasdaqGS:GIII) entered into agreement to acquire Sonia Rykiel Création Paris from Eric and Michael Dayan.G-III Apparel Group, Ltd. (NasdaqGS:GIII) entered into agreement to acquire Sonia Rykiel Création Paris from Eric and Michael Dayan on September 23, 2021. The transaction is expected to close by the end of October 2021.Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS US$0.40 (vs US$0.31 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$483.1m (up 63% from 2Q 2021). Net income: US$19.2m (up US$34.1m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Sep 03+ 1 more updateG-III Apparel Group, Ltd. Raises Earnings Guidance for the Fiscal Year 2022G-III Apparel Group, Ltd. raised earnings guidance for the fiscal year 2022. For fiscal 2022, the company expects net sales of approximately $2.70 billion and net income between $155.0 million and $165.0 million, or between $3.10 and $3.20 per diluted share. The company previously forecasted net sales of approximately $2.57 billion and net income between $125.0 million and $135.0 million, or between $2.60 and $2.70 per diluted share.Recent Insider Transactions • Jun 24Independent Director recently sold €267k worth of stockOn the 17th of June, Alan Feller sold around 10k shares on-market at roughly €26.73 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.お知らせ • Jun 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter of Year 2022 and Full Year Ending January 31, 2022G-III Apparel Group, Ltd. provided earnings guidance for the second quarter of year 2022 and full year ending January 31, 2022. For the second quarter, the company expects net sales of approximately $460 million, which compares to $297.2 million in the same period last year. Net income is expected to be in the range of $0.03 and $0.13 per diluted share. For the year, the company is forecasting net sales of approximately $2.57 billion which compares to $2.06 billion last year. Net income for fiscal 2022 is expected to be between $125 million and $135 million, or between $2.60 and $2.70 per diluted share.Reported Earnings • Jun 07First quarter 2022 earnings released: EPS US$0.54 (vs US$0.82 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$519.9m (up 28% from 1Q 2021). Net income: US$26.3m (up US$65.6m from 1Q 2021). Profit margin: 5.1% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Apr 18Independent Director recently sold €215k worth of stockOn the 12th of April, Thomas Brosig sold around 8k shares on-market at roughly €26.32 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.9m. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Recent Insider Transactions • Mar 26COO & Secretary recently sold €1.9m worth of stockOn the 22nd of March, Wayne Miller sold around 66k shares on-market at roughly €28.25 per share. This was the largest sale by an insider in the last 3 months. This was Wayne's only on-market trade for the last 12 months.お知らせ • Mar 21G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter of Fiscal Year 2022, Ending on April 30, 2021G-III Apparel Group, Ltd. provides earnings guidance for the first quarter of fiscal year 2022, ending on April 30, 2021. For the first quarter of fiscal year 2022, The company expects net sales of approximately $460.0 million, which compares to $405.1 million in the same period last year. GAAP net income for the first quarter of fiscal year 2022, is expected to be in the range of $0.05 and $0.15 per diluted share. This compares to a GAAP net loss of $(0.82) per share in last year’s first quarter, which includes a net loss per share of $(0.33) associated with the Wilsons Leather and G.H. Bass store operations.Reported Earnings • Mar 19Full year 2021 earnings released: EPS US$0.49 (vs US$2.98 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$2.06b (down 35% from FY 2020). Net income: US$23.5m (down 84% from FY 2020). Profit margin: 1.1% (down from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Mar 16G-III Apparel Group, Ltd. to Report Q4, 2021 Results on Mar 18, 2021G-III Apparel Group, Ltd. announced that they will report Q4, 2021 results Pre-Market on Mar 18, 2021Is New 90 Day High Low • Mar 03New 90-day high: €25.00The company is up 40% from its price of €17.80 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.15 per share.Is New 90 Day High Low • Feb 10New 90-day high: €24.00The company is up 68% from its price of €14.30 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €220 per share.お知らせ • Jan 12G-III Apparel Reportedly Eyes Stricken ArcadiaG-III Apparel Group, Ltd. (NasdaqGS:GIII) has joined three other potential bidders for the remaining brands of insolvent British retail group Arcadia Group Limited, owned by billionaire Philip Green, the Daily Telegraph reported over the weekend quoting City sources. With administrator Deloitte due to shortlist bidders later in January, G-III is reportedly a frontrunner to contend with Arcadia Group Limited as well as boohoo group plc (AIM:BOO)and NEXT plc (LSE:NXT), backed by Davidson Kempner Capital Management LP.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$21.80, the stock is trading at a trailing P/E ratio of 38.2x, up from the previous P/E ratio of 32.8x. This compares to an average P/E of 132x in the Luxury industry in Germany. Total return to shareholders over the past three years is a loss of 34%.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$21.40, the stock is trading at a trailing P/E ratio of 38.1x, up from the previous P/E ratio of 32.9x. This compares to an average P/E of 133x in the Luxury industry in Germany. Total return to shareholders over the past three years is a loss of 36%.Is New 90 Day High Low • Jan 08New 90-day high: €21.40The company is up 67% from its price of €12.80 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €219 per share.Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS US$1.31The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$826.6m (down 27% from 3Q 2020). Net income: US$63.2m (down 34% from 3Q 2020). Profit margin: 7.6% (down from 8.5% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Dec 09Revenue beats expectationsRevenue exceeded analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 5.5%, compared to a 11% growth forecast for the Luxury industry in Germany.Is New 90 Day High Low • Dec 08New 90-day high: €19.90The company is up 95% from its price of €10.20 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €174 per share.業績と収益の成長予測DB:GI4 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/20282,676N/A11115131/31/20272,711N/A10714731/31/20262,95767264299N/A10/31/20253,025148368405N/A7/31/20253,123182354390N/A4/30/20253,155196328365N/A1/31/20253,181194275316N/A10/31/20243,106174304344N/A7/31/20243,086187433470N/A4/30/20243,101179399431N/A1/31/20243,098176563588N/A10/31/20233,188-114515537N/A7/31/20233,199-180194218N/A4/30/20233,145-1606486N/A1/31/20233,227-133-126-105N/A10/31/20223,120176-234-214N/A7/31/20223,058222-150-118N/A4/30/20222,935205117150N/A1/31/20222,767201154186N/A10/31/20212,545167157187N/A7/31/20212,356123194209N/A4/30/20212,17089183195N/A1/31/20212,055245975N/A10/31/20202,28434283302N/A7/31/20202,58566372402N/A4/30/20202,93292130161N/A1/31/20203,160144171209N/A10/31/20193,173143N/A120N/A7/31/20193,117141N/A56N/A4/30/20193,098140N/A103N/A1/31/20193,076138N/A104N/A10/31/20183,024113N/A89N/A7/31/20182,976101N/A109N/A4/30/20182,89082N/A89N/A1/31/20182,80762N/A80N/A10/31/20172,69543N/A-23N/A7/31/20172,55432N/A30N/A4/30/20172,45839N/A71N/A1/31/20172,38652N/A106N/A10/31/20162,31180N/A142N/A7/31/20162,33797N/A106N/A4/30/20162,369110N/A112N/A1/31/20162,344114N/A74N/A10/31/20152,331129N/A59N/A7/31/20152,234122N/A117N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GI4の予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: GI4の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: GI4の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: GI4の収益は今後 3 年間で減少すると予想されています (年間-5.1% )。高い収益成長: GI4の収益は今後 3 年間で減少すると予測されています (年間-5.1% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GI4の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 02:52終値2026/05/22 00:00収益2026/01/31年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋G-III Apparel Group, Ltd. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Robert DrbulBarclaysPaul KearneyBarclaysHeather BalskyBofA Global Research13 その他のアナリストを表示
お知らせ • Mar 12G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter 2027 and Full Fiscal Year Ending January 31, 2027G-III Apparel Group, Ltd. provided earnings guidance for the first quarter 2027 and full fiscal year ending January 31, 2027. For the First quarter 2027, the company expects net sales for the first quarter fiscal 2027 are expected to be approximately $530.0 million. This compares to net sales of $583.6 million in last year’s first quarter. Net loss for the first quarter of fiscal 2027 is expected to be between $18.0 million and $13.0 million, or earnings per share between $0.40 and $0.30. This compares to net income of $7.8 million, or $0.17 per diluted share, in last year’s first quarter. For the year 2027, the company expects net sales for fiscal 2027 are expected to be approximately $2.71 billion, which incorporates the loss of $470 million of sales from Calvin Klein and Tommy Hilfiger products. This compares to net sales of $2.96 billion for fiscal 2026.Net income is expected to be between $88.0 million and $92.0 million, or diluted earnings per share between $2.00 and $2.10. This compares to net income of $67.4 million, or $1.51 per diluted share for fiscal 2026.
お知らせ • Dec 09+ 2 more updatesG-III Apparel Group, Ltd. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. revised earnings guidance for the fiscal year ending January 31, 2026. For the year, the company now expects net sales are expected to be approximately $2.98 billion (previous guidance $3.02 billion). Net income is expected to be between $121.0 million and $126.0 million (previous guidance $112.0 million and $122.0 million), or diluted earnings per share between $2.72 and $2.82 (previous guidance $2.53 and $2.73).
お知らせ • Sep 04G-III Apparel Group, Ltd. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Updates Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. updated earnings guidance for the fiscal year 2026. For the quarter, Net sales for the third quarter of fiscal 2026 are expected to be approximately $1.01 billion. This compares to net sales of $1.09 billion in last year’s third quarter. Net income for the third quarter of fiscal 2026 is expected to be between $62.0 million and $72.0 million, or diluted earnings per share between $1.43 and $1.63. This compares to net income of $114.8 million, or $2.55 per diluted share, in last year’s third quarter. For the year, Net sales are expected to be approximately $3.02 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $112.0 million and $122.0 million, or diluted earnings per share between $2.53 and $2.73. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.
お知らせ • Jun 06G-III Apparel Group, Ltd. Reaffirms Its Earnings Guidance for the Second Quarter and Full Year 2026G-III Apparel Group, Ltd. reaffirmed its earnings guidance for the second quarter and full year 2026. For the second quarter company expects Net sales for the second quarter of fiscal 2026 are expected to be approximately $570.0 million. Net income for the second quarter of fiscal 2026 is expected to be between $1.0 million and $6.0 million, or diluted earnings per share between $0.02 and $0.12. This compares to net income of $24.2 million, or $0.53 per diluted share, in last year’s second quarter. For the full year company expects Net sales are expected to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025.
お知らせ • Mar 13G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter and Full Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. provided earnings guidance for the first quarter and full fiscal year ending January 31, 2026. For the first quarter, the company expects net sales to be approximately $580.0 million. This compares to net sales of $609.7 million in last year’s first quarter. Net income is expected to be between $2.0 million and $7.0 million, or diluted earnings per share between $0.05 and $0.15. This compares to net income of $5.8 million, or $0.12 per diluted share, in last year’s first quarter. For the full fiscal year, the company expects net sales to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $192.0 million and $197.0 million, or diluted earnings per share between $4.15 and $4.25. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.
お知らせ • Sep 05+ 1 more updateG-III Apparel Group, Ltd. Updates Earnings Guidance for the Fiscal Year 2025G-III Apparel Group, Ltd. updated earnings guidance for the Fiscal year 2025. For the year, the Net sales are expected to increase by approximately 3% to $3.20 billion (unchanged to prior guidance), compared to net sales of $3.10 billion for fiscal 2024. Net income is expected to be between $179.0 million and $184.0 million (prior $170.0 million and $175.0 million), or diluted earnings per share between $3.94 and $4.04 (prior $3.58 and $3.68). This compares to net income of $176.2 million, or $3.75 per diluted share, for fiscal 2024.
お知らせ • May 06G-III Apparel Group, Ltd., Annual General Meeting, Jun 11, 2026G-III Apparel Group, Ltd., Annual General Meeting, Jun 11, 2026. Location: at the ofices of paul, weiss, rifkind, wharton, 1285 avenue of the americas, 29th floor, new york 10019, new york, United States
お知らせ • Mar 13G-III Apparel Group, Ltd. Declares Quarterly Dividend, Payable on March 30, 2026G-III Apparel Group, Ltd. announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share. The dividend is payable on March 30, 2026 to stockholders of record on March 23, 2026.
お知らせ • Mar 12G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter 2027 and Full Fiscal Year Ending January 31, 2027G-III Apparel Group, Ltd. provided earnings guidance for the first quarter 2027 and full fiscal year ending January 31, 2027. For the First quarter 2027, the company expects net sales for the first quarter fiscal 2027 are expected to be approximately $530.0 million. This compares to net sales of $583.6 million in last year’s first quarter. Net loss for the first quarter of fiscal 2027 is expected to be between $18.0 million and $13.0 million, or earnings per share between $0.40 and $0.30. This compares to net income of $7.8 million, or $0.17 per diluted share, in last year’s first quarter. For the year 2027, the company expects net sales for fiscal 2027 are expected to be approximately $2.71 billion, which incorporates the loss of $470 million of sales from Calvin Klein and Tommy Hilfiger products. This compares to net sales of $2.96 billion for fiscal 2026.Net income is expected to be between $88.0 million and $92.0 million, or diluted earnings per share between $2.00 and $2.10. This compares to net income of $67.4 million, or $1.51 per diluted share for fiscal 2026.
お知らせ • Mar 05G-III Apparel Group, Ltd. to Report Q4, 2026 Results on Mar 12, 2026G-III Apparel Group, Ltd. announced that they will report Q4, 2026 results Pre-Market on Mar 12, 2026
お知らせ • Dec 10G-III Apparel Group, Ltd. announces Semi-Annual dividend, payable on December 29, 2025G-III Apparel Group, Ltd. announced Semi-Annual dividend of USD 0.1000 per share payable on December 29, 2025, ex-date on December 15, 2025 and record date on December 15, 2025.
お知らせ • Dec 09+ 2 more updatesG-III Apparel Group, Ltd. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. revised earnings guidance for the fiscal year ending January 31, 2026. For the year, the company now expects net sales are expected to be approximately $2.98 billion (previous guidance $3.02 billion). Net income is expected to be between $121.0 million and $126.0 million (previous guidance $112.0 million and $122.0 million), or diluted earnings per share between $2.72 and $2.82 (previous guidance $2.53 and $2.73).
お知らせ • Dec 02G-III Apparel Group, Ltd. to Report Q3, 2026 Results on Dec 09, 2025G-III Apparel Group, Ltd. announced that they will report Q3, 2026 results Pre-Market on Dec 09, 2025
お知らせ • Sep 04G-III Apparel Group, Ltd. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Updates Earnings Guidance for the Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. updated earnings guidance for the fiscal year 2026. For the quarter, Net sales for the third quarter of fiscal 2026 are expected to be approximately $1.01 billion. This compares to net sales of $1.09 billion in last year’s third quarter. Net income for the third quarter of fiscal 2026 is expected to be between $62.0 million and $72.0 million, or diluted earnings per share between $1.43 and $1.63. This compares to net income of $114.8 million, or $2.55 per diluted share, in last year’s third quarter. For the year, Net sales are expected to be approximately $3.02 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $112.0 million and $122.0 million, or diluted earnings per share between $2.53 and $2.73. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.
お知らせ • Aug 28G-III Apparel Group, Ltd. to Report Q2, 2026 Results on Sep 04, 2025G-III Apparel Group, Ltd. announced that they will report Q2, 2026 results Pre-Market on Sep 04, 2025
お知らせ • Jun 06G-III Apparel Group, Ltd. Reaffirms Its Earnings Guidance for the Second Quarter and Full Year 2026G-III Apparel Group, Ltd. reaffirmed its earnings guidance for the second quarter and full year 2026. For the second quarter company expects Net sales for the second quarter of fiscal 2026 are expected to be approximately $570.0 million. Net income for the second quarter of fiscal 2026 is expected to be between $1.0 million and $6.0 million, or diluted earnings per share between $0.02 and $0.12. This compares to net income of $24.2 million, or $0.53 per diluted share, in last year’s second quarter. For the full year company expects Net sales are expected to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025.
お知らせ • May 30G-III Apparel Group, Ltd. to Report Q1, 2026 Results on Jun 06, 2025G-III Apparel Group, Ltd. announced that they will report Q1, 2026 results Pre-Market on Jun 06, 2025
お知らせ • Mar 13G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter and Full Fiscal Year Ending January 31, 2026G-III Apparel Group, Ltd. provided earnings guidance for the first quarter and full fiscal year ending January 31, 2026. For the first quarter, the company expects net sales to be approximately $580.0 million. This compares to net sales of $609.7 million in last year’s first quarter. Net income is expected to be between $2.0 million and $7.0 million, or diluted earnings per share between $0.05 and $0.15. This compares to net income of $5.8 million, or $0.12 per diluted share, in last year’s first quarter. For the full fiscal year, the company expects net sales to be approximately $3.14 billion. This compares to net sales of $3.18 billion for fiscal 2025. Net income is expected to be between $192.0 million and $197.0 million, or diluted earnings per share between $4.15 and $4.25. This compares to net income of $193.6 million, or $4.20 per diluted share, for fiscal 2025.
お知らせ • Mar 06G-III Apparel Group, Ltd. to Report Q4, 2025 Results on Mar 13, 2025G-III Apparel Group, Ltd. announced that they will report Q4, 2025 results Pre-Market on Mar 13, 2025
お知らせ • Dec 03G-III Apparel Group, Ltd. to Report Q3, 2025 Results on Dec 10, 2024G-III Apparel Group, Ltd. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Dec 10, 2024
Recent Insider Transactions • Sep 27Chairman & CEO recently sold €4.6m worth of stockOn the 26th of September, Morris Goldfarb sold around 167k shares on-market at roughly €27.80 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Morris' only on-market trade for the last 12 months.
Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: US$0.54 (vs US$0.36 in 2Q 2024)Second quarter 2025 results: EPS: US$0.54 (up from US$0.36 in 2Q 2024). Revenue: US$644.8m (down 2.3% from 2Q 2024). Net income: US$24.2m (up 47% from 2Q 2024). Profit margin: 3.8% (up from 2.5% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 05+ 1 more updateG-III Apparel Group, Ltd. Updates Earnings Guidance for the Fiscal Year 2025G-III Apparel Group, Ltd. updated earnings guidance for the Fiscal year 2025. For the year, the Net sales are expected to increase by approximately 3% to $3.20 billion (unchanged to prior guidance), compared to net sales of $3.10 billion for fiscal 2024. Net income is expected to be between $179.0 million and $184.0 million (prior $170.0 million and $175.0 million), or diluted earnings per share between $3.94 and $4.04 (prior $3.58 and $3.68). This compares to net income of $176.2 million, or $3.75 per diluted share, for fiscal 2024.
お知らせ • Aug 29G-III Apparel Group, Ltd. to Report Q2, 2025 Results on Sep 05, 2024G-III Apparel Group, Ltd. announced that they will report Q2, 2025 results Pre-Market on Sep 05, 2024
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €24.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Luxury industry in Europe. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.46 per share.
お知らせ • Jun 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter of 2025 and Revises Earnings Guidance for the Fiscal Year Ending January 31, 2025G-III Apparel Group, Ltd. provided earnings guidance for the second quarter of 2025 and revised earnings guidance for the fiscal year ending January 31, 2025. For the second quarter of fiscal 2025, the company expects net sales of approximately $650.0 million compared to $659.8 million in the same period last year. Net income is expected to be in the range of $10.0 million and $15.0 million, or $0.22 and $0.32 per share. This compares to net income of $16.4 million, or $0.35 per diluted share, in last year’s second quarter. For fiscal 2025, the company expects net sales of approximately $3.20 billion and net income between $170.0 million and $175.0 million, or between $3.58 and $3.68 per diluted share. This compares to net sales of $3.10 billion and net income of $176.2 million, or $3.75 per diluted share, for fiscal 2024.
Reported Earnings • Jun 07First quarter 2025 earnings released: EPS: US$0.13 (vs US$0.07 in 1Q 2024)First quarter 2025 results: EPS: US$0.13 (up from US$0.07 in 1Q 2024). Revenue: US$609.7m (flat on 1Q 2024). Net income: US$5.80m (up 79% from 1Q 2024). Profit margin: 1.0% (up from 0.5% in 1Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 31G-III Apparel Group, Ltd. to Report Q1, 2025 Results on Jun 06, 2024G-III Apparel Group, Ltd. announced that they will report Q1, 2025 results Pre-Market on Jun 06, 2024
お知らせ • May 14G-III Apparel Group, Ltd., Annual General Meeting, Jun 18, 2024G-III Apparel Group, Ltd., Annual General Meeting, Jun 18, 2024. Location: norton rose fulbright us llp, 1301 avenue of the americas, 30th floor newyork, 10019., new york United States
New Risk • Mar 20New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 15Full year 2024 earnings released: EPS: US$3.84 (vs US$2.79 loss in FY 2023)Full year 2024 results: EPS: US$3.84 (up from US$2.79 loss in FY 2023). Revenue: US$3.10b (down 4.0% from FY 2023). Net income: US$176.2m (up US$309.2m from FY 2023). Profit margin: 5.7% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is expected to decline by 6.2% p.a. on average during the next 3 years, while revenues in the Luxury industry in Europe are expected to grow by 7.3%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Mar 15G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter and Full Fiscal Year of 2025G-III Apparel Group, Ltd. provided earnings guidance for the first quarter and full fiscal year of 2025. For the first quarter of fiscal 2025, the Company expects net sales of approximately $615.0 million compared to $606.6 million in the same period last year. Net loss is expected to be in the range of $(5.0) million and break-even, or $(0.10) and $0.00 per share.For fiscal 2025, the Company expects net sales of approximately $3.20 billion and net income between $167.0 million and $172.0 million, or between $3.50 and $3.60 per diluted share.
お知らせ • Mar 08G-III Apparel Group, Ltd. to Report Q4, 2024 Results on Mar 14, 2024G-III Apparel Group, Ltd. announced that they will report Q4, 2024 results Pre-Market on Mar 14, 2024
Recent Insider Transactions • Dec 21CFO & Treasurer recently sold €1.0m worth of stockOn the 15th of December, Neal Nackman sold around 32k shares on-market at roughly €32.34 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Neal's only on-market trade for the last 12 months.
Reported Earnings • Dec 06Third quarter 2024 earnings released: EPS: US$2.79 (vs US$1.29 in 3Q 2023)Third quarter 2024 results: EPS: US$2.79 (up from US$1.29 in 3Q 2023). Revenue: US$1.07b (down 1.0% from 3Q 2023). Net income: US$127.6m (up 109% from 3Q 2023). Profit margin: 12% (up from 5.7% in 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Dec 05+ 1 more updateG-III Apparel Group, Ltd. Provides Earnings Guidance for Fiscal 2024G-III Apparel Group, Ltd. provided earnings guidance For fiscal 2024, the Company expects net sales of approximately $3.15 billion and net income between $175 million and $180 million, or between $3.75 and $3.85 per diluted share.
お知らせ • Nov 29G-III Apparel Group, Ltd. to Report Q3, 2024 Results on Dec 05, 2023G-III Apparel Group, Ltd. announced that they will report Q3, 2024 results Pre-Market on Dec 05, 2023
New Risk • Nov 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Significant insider selling over the past 3 months (€474k sold).
Recent Insider Transactions • Oct 19Independent Director recently sold €250k worth of stockOn the 16th of October, Laura Pomerantz sold around 11k shares on-market at roughly €22.96 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 15Independent Director recently sold €224k worth of stockOn the 11th of September, Alan Feller sold around 10k shares on-market at roughly €22.37 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.8m. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: US$0.36 (vs US$0.76 in 2Q 2023)Second quarter 2024 results: EPS: US$0.36 (down from US$0.76 in 2Q 2023). Revenue: US$659.8m (up 9.0% from 2Q 2023). Net income: US$16.4m (down 55% from 2Q 2023). Profit margin: 2.5% (down from 6.0% in 2Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Sep 08+ 1 more updateG-III Apparel Group, Ltd. Raises Earnings Guidance for Fiscal Year 2024G-III Apparel Group, Ltd. raised earnings guidance for fiscal year 2024. For fiscal 2024, the Company expects net sales of approximately $3.30 billion and net income between $145 million and $150 million, or between $3.05 and $3.15 per diluted share.
お知らせ • Sep 01G-III Apparel Group, Ltd. to Report Q2, 2024 Results on Sep 07, 2023G-III Apparel Group, Ltd. announced that they will report Q2, 2024 results Pre-Market on Sep 07, 2023
Buying Opportunity • Jul 24Now 22% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €23.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Jul 17Independent Director recently sold €200k worth of stockOn the 12th of July, Laura Pomerantz sold around 11k shares on-market at roughly €18.36 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.8m. Insiders have been net sellers, collectively disposing of €840k more than they bought in the last 12 months.
Buying Opportunity • Jul 04Now 24% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €23.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Jul 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €4.0m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Significant insider selling over the past 3 months (€4.0m sold).
Recent Insider Transactions • Jul 02Vice Chairman & President recently sold €3.8m worth of stockOn the 27th of June, Sammy Aaron sold around 209k shares on-market at roughly €18.02 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sammy's only on-market trade for the last 12 months.
お知らせ • Jun 09G-III Apparel Group, Ltd. Announces the Election of Three New Board Members: Dr. Joyce F. Brown, Michael Shaffer and Andrew YaegerG-III Apparel Group, Ltd. announced that at its Annual Meeting of Stockholders held today, Dr. Joyce F. Brown, President of the Fashion Institute of Technology, Michael Shaffer, recently retired Chief Operating Officer and Chief Financial Officer of PVH Corp. and an external advisor to a number of fashion businesses, and Andrew Yaeger, Global Head of Jefferies’ Strategic Equity Transactions Group were elected to G-III’s Board of Directors. Dr. Brown has been President of Fashion Institute of Technology (FIT) since 1998. She has had over 40 years of experience in public higher education. Before her position at FIT, she held numerous senior administrative posts at City University of New York (CUNY), including Acting President of Bernard Baruch College and Vice Chancellor of the University. She was professor of Counseling Psychology at the Graduate School and University Center of CUNY, where she is currently a professor emerita. Dr. Brown also served as a New York City Deputy Mayor for Public and Community Affairs during the David Dinkins administration. She served on the Board of Directors of Ralph Lauren Corporation from 2001 to 2020. Mr. Shaffer spent over 30 years at PVH Corp. holding numerous positions in its wholesale and retail divisions before retiring in 2021. He was Executive Vice President, Chief Operating and Financial Officer of PVH Corp. from May 2006 until October 2021 where he oversaw the retail division, treasury, corporate finance, information technology and logistics services. He currently serves on the Board of Directors of Torrid Corporation and The Children’s Place Inc. and served on the Board of Directors of Build-A-Bear Workshops from 2014 to 2019. Mr. Yaeger has been the Global Head of Jefferies’ Strategic Equity Transactions Group since mid-2021. From 2004 until 2021, he held various leadership roles within Deutsche Bank, including Global Head of the Strategic Equity Transactions Group. Prior to that position, he held key positions in the Equity Capital Markets group of Deutsche Bank in the U.S., as well as in their Structuring Group that worked across equity, credit, interest rates and foreign currencies. Prior to Deutsche Bank, he worked at Bear Stearns in investment banking and derivatives for five years. With the addition of these three new members, G-III’s Board of Directors which now consists of fourteen members, includes four women and four individuals of diverse backgrounds. In addition, eleven of the fourteen Board members or 79% of the Board of Directors are independent.
New Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Jun 07G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter of Fiscal 2024 and the Full Year Ending January 31, 2024G-III Apparel Group, Ltd. provided earnings guidance for the second quarter of fiscal 2024 and the full year ending January 31, 2024. For the second quarter of fiscal year 2024, the company expects net sales of approximately $595.0 million compared to $605.2 million in the same period last year. The company expects a net loss for the second quarter of fiscal 2024 in the range of $5.0 million and break even or between $0.10 and $0.00 per share. This compares to net income of $36.3 million, or $0.74 per diluted share, in last year’s second quarter.For fiscal 2024, the company expects net sales of approximately $3.29 billion and net income between $125.0 million and $130.0 million, or between $2.65 and $2.75 per diluted share. This compares to net sales of $3.23 billion and a net loss of $(133.1) million, or $(2.79) per share, for fiscal 2023.
Reported Earnings • Jun 07First quarter 2024 earnings released: EPS: US$0.07 (vs US$0.64 in 1Q 2023)First quarter 2024 results: EPS: US$0.07 (down from US$0.64 in 1Q 2023). Revenue: US$606.6m (down 12% from 1Q 2023). Net income: US$3.24m (down 89% from 1Q 2023). Profit margin: 0.5% (down from 4.4% in 1Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 31G-III Apparel Group, Ltd. to Report Q1, 2024 Results on Jun 06, 2023G-III Apparel Group, Ltd. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Jun 06, 2023
お知らせ • May 06+ 1 more updateG-III Apparel Group, Ltd., Annual General Meeting, Jun 08, 2023G-III Apparel Group, Ltd., Annual General Meeting, Jun 08, 2023, at 10:00 US Eastern Standard Time. Location: Norton Rose Fulbright US LLP, 1301 Avenue of the Americas, 30th Floor, New York, New York 10019 New York United States Agenda: To elect fourteen directors to serve on our Board of Directors for the ensuing year; to consider an advisory and non-binding vote on the compensation of our named executive officers; to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending January 31, 2024; and to consider other matters.
Reported Earnings • Mar 17Full year 2023 earnings released: US$2.79 loss per share (vs US$4.14 profit in FY 2022)Full year 2023 results: US$2.79 loss per share (down from US$4.14 profit in FY 2022). Revenue: US$3.23b (up 17% from FY 2022). Net loss: US$133.1m (down 166% from profit in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 41% share price decline to €12.10, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 17x in the Luxury industry in Germany. Total loss to shareholders of 55% over the past three years.
Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: US$1.29 (vs US$2.20 in 3Q 2022)Third quarter 2023 results: EPS: US$1.29 (down from US$2.20 in 3Q 2022). Revenue: US$1.08b (up 6.2% from 3Q 2022). Net income: US$61.1m (down 43% from 3Q 2022). Profit margin: 5.7% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Dec 01G-III Apparel Group, Ltd. Announces Earnings Guidance for the Year 2023For fiscal 2023, G-III Apparel Group, Ltd. announced that the Company expects net sales of approximately $3.15 billion and net income between $147 million and $152 million, or between $3.00 and $3.10 per diluted share. This compares to net sales of $2.77 billion and net income of $200.6 million, or $4.05 per diluted share, last year. This guidance is inclusive of approximately $130.0 million in net sales and net income of approximately $0.10 per diluted share in connection with the operations of the Karl Lagerfeld business for the seven months in this fiscal year subsequent to Karl Lagerfeld becoming a wholly-owned subsidiary of the Company.
お知らせ • Nov 29G-III Apparel Group, Ltd. to Report Q3, 2023 Results on Dec 01, 2022G-III Apparel Group, Ltd. announced that they will report Q3, 2023 results Pre-Market on Dec 01, 2022
Reported Earnings • Sep 08Second quarter 2023 earnings released: EPS: US$0.76 (vs US$0.40 in 2Q 2022)Second quarter 2023 results: EPS: US$0.76 (up from US$0.40 in 2Q 2022). Revenue: US$605.2m (up 25% from 2Q 2022). Net income: US$36.3m (up 90% from 2Q 2022). Profit margin: 6.0% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2023G-III Apparel Group, Ltd. provided earnings guidance for the third quarter and full fiscal year 2023. For the year, the company expects net sales of approximately $3.15 billion and net income of between $182 million and $187 million or between $3.69 and $3.79 per diluted share. This guidance is inclusive of approximately $130 million in net sales and net income of approximately $0.10 per diluted share in connection with the acquisition of the Karl Lagerfeld brand for the 7 months of ownership in this fiscal year.For the third quarter of fiscal year 2023, the company expects net sales of approximately $1.07 billion compared to $1.02 billion in the same period last year. Net income for the third quarter of fiscal 2023 is expected to be in the range of $83 million to $88 million or $1.70 and $1.80 per diluted share.
お知らせ • Sep 01G-III Apparel Group, Ltd. to Report Q2, 2023 Results on Sep 07, 2022G-III Apparel Group, Ltd. announced that they will report Q2, 2023 results Pre-Market on Sep 07, 2022
Reported Earnings • Jun 09First quarter 2023 earnings released: EPS: US$0.64 (vs US$0.54 in 1Q 2022)First quarter 2023 results: EPS: US$0.64 (up from US$0.54 in 1Q 2022). Revenue: US$688.8m (up 33% from 1Q 2022). Net income: US$30.6m (up 16% from 1Q 2022). Profit margin: 4.4% (down from 5.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter and Full Year of 2023G-III Apparel Group, Ltd. provided earnings guidance for the second quarter and full year of 2023. For the quarter, the company expects net sales of approximately $600.0 million compared to $483.1 million in the same period last year. Net income for the second quarter of fiscal 2023 is expected to be in the range $20.0 million and $25.0 million, or $0.42 and $0.52 per diluted share. This compares to net income of $19.2 million, or $0.39 per diluted share in last year’s second quarter.For the year, the company expected net sales of approximately $3.24 billion and net income between $205.0 million and $215.0 million, or between $4.23 and $4.33 per diluted share.
お知らせ • Jun 03G-III Apparel Group, Ltd. (NasdaqGS:GIII) Completed it's acquisition of the remaining 81% stake in Karl Lagerfeld BV from Amlon Capital BV and others.G-III Apparel Group, Ltd. (NasdaqGS:GIII) agreed to acquire the remaining 81% stake in Karl Lagerfeld BV for €200 million on May 2, 2022. The Transaction is subject to certain adjustments and customary closing conditions. The all-cash transaction has been approved by the board of directors of both companies. The transaction is expected to close in the second or third quarter of fiscal year 2023. The acquisition is expected to be modestly accretive in our fiscal 2023 year ending January 31, 2023, and incrementally more accretive thereafter. Jakob Rendtorff, Alan Klein, Lori Lesser, Andrew Blau, Sara Razi, Preston Miller, Brian Steinhardt, Andrew Purcell and Timothy Mulvihill of Simpson of Thacher & Bartlett LLP, and De Brauw Blackstone Westbroek P.C. acted as legal advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII). Barclays Capital Inc. acted as financial advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII). G-III Apparel Group, Ltd. (NasdaqGS:GIII) Completed it's acquisition of the remaining 81% stake in Karl Lagerfeld BV from Amlon Capital BV and others on June 2, 2022. The transaction was funded by G-III with cash on hand. As a result of the transaction, the Karl Lagerfeld brand is wholly owned by subsidiaries of G-III Apparel Group, Ltd.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to €23.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Luxury industry in Europe. Total loss to shareholders of 2.3% over the past three years.
お知らせ • Jun 01G-III Apparel Group, Ltd. to Report Q1, 2023 Results on Jun 07, 2022G-III Apparel Group, Ltd. announced that they will report Q1, 2023 results Pre-Market on Jun 07, 2022
お知らせ • May 09G-Iii Apparel Group, Ltd. Announces Director ResignationG-III Apparel Group, Ltd. announced that Jeanette Nostra and Willem van Bokhorst, current directors of the Company, advised that they will not stand for reelection at the Annual Meeting.
お知らせ • May 07G-III Apparel Group, Ltd., Annual General Meeting, Jun 09, 2022G-III Apparel Group, Ltd., Annual General Meeting, Jun 09, 2022, at 10:00 US Eastern Standard Time. Location: 1301 Avenue of the Americas, 30 Floor New York New York United States Agenda: To consider the election of twelve directors to serve on board of directors for the ensuing year; to consider for an advisory and non-binding vote on the compensation of named executive officers; to approve the amendment to 2015 long-term incentive plan, as amended, to increase the number of shares of common stock authorized for grant; and to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 31, 2023.
お知らせ • May 03G-III Apparel Group, Ltd. (NasdaqGS:GIII) agreed to acquire the remaining 81% stake in Karl Lagerfeld BV for €200 million.G-III Apparel Group, Ltd. (NasdaqGS:GIII) agreed to acquire the remaining 81% stake in Karl Lagerfeld BV for €200 million on May 2, 2022. The Transaction is subject to certain adjustments and customary closing conditions. The all-cash transaction has been approved by the board of directors of both companies. The transaction is expected to close in the second or third quarter of fiscal year 2023. Simpson Thacher & Bartlett LLP and De Brauw Blackstone Westbroek P.C. acted as legal advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII). Barclays Capital Inc. acted as financial advisor to G-III Apparel Group, Ltd. (NasdaqGS:GIII).
お知らせ • Apr 01G-III Apparel Group, Ltd. Announces the Election of Lisa Warner Wardell and Patti H. Ongman to Its Board of DirectorsG-III Apparel Group, Ltd. announced the election of Ms. Lisa Warner Wardell, Executive Chairman of the Board of Directors of Adtalem Global Education, and Ms. Patti H. Ongman, recently retired Chief Merchandising Officer at Macy’s Inc. and an external advisor to a leading international consulting company. Lisa Wardell currently serves as Executive Chairman of the Board of Directors for Adtalem Global Education. Patti Ongman currently serves as an external advisor to a leading international consulting company, where she provides guidance to their clients on digital and retail projects. Patti is also a member of the New Yorkers for Children Board of Directors where she serves on the Audit Committee. Previously, Patti served as the Chief Merchandising Officer of Macy’s, as well as the Chief Planning Officer, where she led the company’s merchandising function and omni-channel strategy implementation. Patti was the founding executive sponsor of WAM, an employee resource group for Women at Macy’s. G-III also announced that Willem van Bokhorst and Jeanette Nostra-Katz, two long-standing members of G-III’s Board of Directors, have notified the Company that they will not stand for re-election at the Company’s Annual Meeting of Stockholders to be held in June.
Recent Insider Transactions • Mar 24Vice Chairman & President recently sold €3.2m worth of stockOn the 23rd of March, Sammy Aaron sold around 119k shares on-market at roughly €26.72 per share. This was the largest sale by an insider in the last 3 months. This was Sammy's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to €27.40, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Luxury industry in Europe. Total loss to shareholders of 19% over the past three years.
Reported Earnings • Mar 18Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$4.14 (up from US$0.49 in FY 2021). Revenue: US$2.77b (up 35% from FY 2021). Net income: US$200.6m (up US$177.0m from FY 2021). Profit margin: 7.3% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.7%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Dec 23Independent Director recently sold €180k worth of stockOn the 15th of December, Laura Pomerantz sold around 8k shares on-market at roughly €23.75 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.
Reported Earnings • Dec 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$2.20 (up from US$1.31 in 3Q 2021). Revenue: US$1.02b (up 23% from 3Q 2021). Net income: US$106.7m (up 69% from 3Q 2021). Profit margin: 11% (up from 7.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Dec 02G-III Apparel Group, Ltd. Revises Earnings Guidance for Fiscal Year Ending January 31, 2022G-III Apparel Group, Ltd. revised earnings guidance for fiscal year ending January 31, 2022. For fiscal year 2022, the Company expects net sales of approximately $2.77 billion and net income between $180.0 million and $190.0 million, or between $3.65 and $3.75 per diluted share. The Company previously forecasted net sales of approximately $2.70 billion and net income between $155.0 million and $165.0 million, or between $3.10 and $3.20 per diluted share. This compares to net sales of $2.06 billion and net income of $23.5 million, or $0.48 per diluted share, last year.
Recent Insider Transactions • Sep 30Independent Director recently sold €128k worth of stockOn the 27th of September, Laura Pomerantz sold around 5k shares on-market at roughly €26.40 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.
お知らせ • Sep 24G-III Apparel Group, Ltd. (NasdaqGS:GIII) entered into agreement to acquire Sonia Rykiel Création Paris from Eric and Michael Dayan.G-III Apparel Group, Ltd. (NasdaqGS:GIII) entered into agreement to acquire Sonia Rykiel Création Paris from Eric and Michael Dayan on September 23, 2021. The transaction is expected to close by the end of October 2021.
Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS US$0.40 (vs US$0.31 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$483.1m (up 63% from 2Q 2021). Net income: US$19.2m (up US$34.1m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 03+ 1 more updateG-III Apparel Group, Ltd. Raises Earnings Guidance for the Fiscal Year 2022G-III Apparel Group, Ltd. raised earnings guidance for the fiscal year 2022. For fiscal 2022, the company expects net sales of approximately $2.70 billion and net income between $155.0 million and $165.0 million, or between $3.10 and $3.20 per diluted share. The company previously forecasted net sales of approximately $2.57 billion and net income between $125.0 million and $135.0 million, or between $2.60 and $2.70 per diluted share.
Recent Insider Transactions • Jun 24Independent Director recently sold €267k worth of stockOn the 17th of June, Alan Feller sold around 10k shares on-market at roughly €26.73 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
お知らせ • Jun 08G-III Apparel Group, Ltd. Provides Earnings Guidance for the Second Quarter of Year 2022 and Full Year Ending January 31, 2022G-III Apparel Group, Ltd. provided earnings guidance for the second quarter of year 2022 and full year ending January 31, 2022. For the second quarter, the company expects net sales of approximately $460 million, which compares to $297.2 million in the same period last year. Net income is expected to be in the range of $0.03 and $0.13 per diluted share. For the year, the company is forecasting net sales of approximately $2.57 billion which compares to $2.06 billion last year. Net income for fiscal 2022 is expected to be between $125 million and $135 million, or between $2.60 and $2.70 per diluted share.
Reported Earnings • Jun 07First quarter 2022 earnings released: EPS US$0.54 (vs US$0.82 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$519.9m (up 28% from 1Q 2021). Net income: US$26.3m (up US$65.6m from 1Q 2021). Profit margin: 5.1% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Apr 18Independent Director recently sold €215k worth of stockOn the 12th of April, Thomas Brosig sold around 8k shares on-market at roughly €26.32 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.9m. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 26COO & Secretary recently sold €1.9m worth of stockOn the 22nd of March, Wayne Miller sold around 66k shares on-market at roughly €28.25 per share. This was the largest sale by an insider in the last 3 months. This was Wayne's only on-market trade for the last 12 months.
お知らせ • Mar 21G-III Apparel Group, Ltd. Provides Earnings Guidance for the First Quarter of Fiscal Year 2022, Ending on April 30, 2021G-III Apparel Group, Ltd. provides earnings guidance for the first quarter of fiscal year 2022, ending on April 30, 2021. For the first quarter of fiscal year 2022, The company expects net sales of approximately $460.0 million, which compares to $405.1 million in the same period last year. GAAP net income for the first quarter of fiscal year 2022, is expected to be in the range of $0.05 and $0.15 per diluted share. This compares to a GAAP net loss of $(0.82) per share in last year’s first quarter, which includes a net loss per share of $(0.33) associated with the Wilsons Leather and G.H. Bass store operations.
Reported Earnings • Mar 19Full year 2021 earnings released: EPS US$0.49 (vs US$2.98 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$2.06b (down 35% from FY 2020). Net income: US$23.5m (down 84% from FY 2020). Profit margin: 1.1% (down from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 16G-III Apparel Group, Ltd. to Report Q4, 2021 Results on Mar 18, 2021G-III Apparel Group, Ltd. announced that they will report Q4, 2021 results Pre-Market on Mar 18, 2021
Is New 90 Day High Low • Mar 03New 90-day high: €25.00The company is up 40% from its price of €17.80 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.15 per share.
Is New 90 Day High Low • Feb 10New 90-day high: €24.00The company is up 68% from its price of €14.30 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €220 per share.
お知らせ • Jan 12G-III Apparel Reportedly Eyes Stricken ArcadiaG-III Apparel Group, Ltd. (NasdaqGS:GIII) has joined three other potential bidders for the remaining brands of insolvent British retail group Arcadia Group Limited, owned by billionaire Philip Green, the Daily Telegraph reported over the weekend quoting City sources. With administrator Deloitte due to shortlist bidders later in January, G-III is reportedly a frontrunner to contend with Arcadia Group Limited as well as boohoo group plc (AIM:BOO)and NEXT plc (LSE:NXT), backed by Davidson Kempner Capital Management LP.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$21.80, the stock is trading at a trailing P/E ratio of 38.2x, up from the previous P/E ratio of 32.8x. This compares to an average P/E of 132x in the Luxury industry in Germany. Total return to shareholders over the past three years is a loss of 34%.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$21.40, the stock is trading at a trailing P/E ratio of 38.1x, up from the previous P/E ratio of 32.9x. This compares to an average P/E of 133x in the Luxury industry in Germany. Total return to shareholders over the past three years is a loss of 36%.
Is New 90 Day High Low • Jan 08New 90-day high: €21.40The company is up 67% from its price of €12.80 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €219 per share.
Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS US$1.31The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$826.6m (down 27% from 3Q 2020). Net income: US$63.2m (down 34% from 3Q 2020). Profit margin: 7.6% (down from 8.5% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Dec 09Revenue beats expectationsRevenue exceeded analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 5.5%, compared to a 11% growth forecast for the Luxury industry in Germany.
Is New 90 Day High Low • Dec 08New 90-day high: €19.90The company is up 95% from its price of €10.20 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €174 per share.