G-III Apparel Group（GIII）株式概要
G-III Apparel Group, Ltd.は、レディースおよびメンズアパレルのデザイン、調達、販売を米国内外で行っている。 詳細
GIII Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$40
FV
25.9% 割安 内在価値ディスカウント3.76%
Revenue growth p.a.
27
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G-III Apparel Group, Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$29.64 |
| 52週高値 | US$34.83 |
| 52週安値 | US$20.33 |
| ベータ | 1.3 |
| 1ヶ月の変化 | -5.58% |
| 3ヶ月変化 | -6.26% |
| 1年変化 | 8.10% |
| 3年間の変化 | 74.97% |
| 5年間の変化 | -9.33% |
| IPOからの変化 | 579.03% |
最新ニュース
新しいナラティブ • Mar 27
Fair Value of $40 for G-III Apparel Group Anticipated Over 5 Years
Investment Thesis The PVH license roll-off (~$470M of lower-margin revenue exiting by FY2028) is a known, finite, manageable headwind; the owned-brand revenue replacing it (DKNY, Karl Lagerfeld, Donna Karan) carries structurally higher gross margins, potentially driving margin expansion even on lower absolute revenues. Owned brands grew from 41% of net sales in FY2023 to 52% in FY2025, with DKNY at $675M and Karl Lagerfeld at $580M — both showing accelerating momentum as standalone global brands.Seeking Alpha • Mar 19
G-III Apparel Group Is Emerging From The PVH Headwind
Summary G-III Apparel Group remains pressured by PVH license losses, tariffs, and deleveraged SG&A, with Q4 sales down 8% YoY. I maintain a Hold rating as valuation at 12x forward earnings does not sufficiently compensate for execution risk and ongoing headwinds. Owned brands like DKNY and Karl Lagerfeld show scale and growth, but cannot yet offset PVH revenue declines; FY27 guidance implies further challenges. Gross margin recovery is expected via tariff mitigation, but FY27 still guides to lower earnings and significant revenue headwinds. Read the full article on Seeking AlphaRecent updates
新しいナラティブ • Mar 27
Fair Value of $40 for G-III Apparel Group Anticipated Over 5 Years
Investment Thesis The PVH license roll-off (~$470M of lower-margin revenue exiting by FY2028) is a known, finite, manageable headwind; the owned-brand revenue replacing it (DKNY, Karl Lagerfeld, Donna Karan) carries structurally higher gross margins, potentially driving margin expansion even on lower absolute revenues. Owned brands grew from 41% of net sales in FY2023 to 52% in FY2025, with DKNY at $675M and Karl Lagerfeld at $580M — both showing accelerating momentum as standalone global brands.Seeking Alpha • Mar 19
G-III Apparel Group Is Emerging From The PVH Headwind
Summary G-III Apparel Group remains pressured by PVH license losses, tariffs, and deleveraged SG&A, with Q4 sales down 8% YoY. I maintain a Hold rating as valuation at 12x forward earnings does not sufficiently compensate for execution risk and ongoing headwinds. Owned brands like DKNY and Karl Lagerfeld show scale and growth, but cannot yet offset PVH revenue declines; FY27 guidance implies further challenges. Gross margin recovery is expected via tariff mitigation, but FY27 still guides to lower earnings and significant revenue headwinds. Read the full article on Seeking Alpha分析記事 • Aug 14
Little Excitement Around G-III Apparel Group, Ltd.'s (NASDAQ:GIII) Earnings
NasdaqGS:GIII 1 Year Share Price vs Fair Value Explore G-III Apparel Group's Fair Values from the Community and select...分析記事 • Jun 13
At US$21.25, Is It Time To Put G-III Apparel Group, Ltd. (NASDAQ:GIII) On Your Watch List?
G-III Apparel Group, Ltd. ( NASDAQ:GIII ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • May 09
These 4 Measures Indicate That G-III Apparel Group (NASDAQ:GIII) Is Using Debt Safely
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 16
G-III Apparel Group (NASDAQ:GIII) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Seeking Alpha • Mar 02
G-III Apparel Group Is Worth Trying On
Summary G-III Apparel Group remains a compelling buy due to its cheap valuation, despite recent profitability declines and underperformance compared to the S&P 500. The company's revenue increased slightly, driven by higher demand for brands like DKNY and Karl Lagerfeld, but net income and EBITDA declined. Management has effectively reduced excess inventories, positioning the company well for future demand, despite challenges with expiring PVH Corp licenses. Despite risks, the thriving proprietary brands and attractive pricing justify continued bullishness on G-III Apparel Group. Read the full article on Seeking Alpha分析記事 • Jan 13
The Returns At G-III Apparel Group (NASDAQ:GIII) Aren't Growing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Seeking Alpha • Dec 11
G-III Apparel Group Continues To Perform, But I Think It Has Reached Fair Value
Summary G-III Apparel Group's 3Q25 results were positive and in-line, with own brands growing 30% YoY due to door expansion, derisking the year's largest quarter. Despite a 30% stock appreciation, I move G-III to a Hold position due to limited organic growth potential in FY26 and a less compelling risk/reward ratio. Gross margins declined 80bps YoY, with increased SG&A driven by compensation and marketing; Q4 outlook is cautiously optimistic, with key focus on retail sell-through. G-III's market cap is $1.57 billion, implying a 9.5% earnings yield; future growth hinges on retail performance and potential new licensed business profitability. Read the full article on Seeking Alpha分析記事 • Nov 04
These 4 Measures Indicate That G-III Apparel Group (NASDAQ:GIII) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 16
A Look At The Fair Value Of G-III Apparel Group, Ltd. (NASDAQ:GIII)
Key Insights Using the 2 Stage Free Cash Flow to Equity, G-III Apparel Group fair value estimate is US$27.25 Current...
新しいナラティブ • Oct 13
Global Expansion Struggles And Costly Shifts Threaten Revenue And Margin Stability
Global brand expansion could strain revenue projections if international traction falls short, especially as costly license transitions impact earnings stability.分析記事 • Sep 27
Return Trends At G-III Apparel Group (NASDAQ:GIII) Aren't Appealing
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Sep 07
G-III Apparel Group, Ltd. (NASDAQ:GIII) Soars 30% But It's A Story Of Risk Vs Reward
G-III Apparel Group, Ltd. ( NASDAQ:GIII ) shareholders would be excited to see that the share price has had a great...Seeking Alpha • Sep 05
G-III Apparel: Q2 Was Good, And Despite The Rally, The Stock Remains An Opportunity
Summary G-III Apparel Group, Ltd.'s Q2 2025 results were strong, with proprietary brands growing and improved margins, leading to raised yearly EPS guidance and a 30% stock price surge. The market reaction was exaggerated, but G-III Apparel Group's proprietary brands are growing by double digits, and the company continues to secure new licenses, like Converse. The company's operating margin improved, and it repaid $400 million in debt, enhancing its financial stability and supporting the Buy rating. G-III trades at an 11% earnings yield, with a promising growth outlook, making it an attractive investment opportunity at current prices. Read the full article on Seeking AlphaSeeking Alpha • Aug 23
G-III Apparel Group: Still A Good Fit After A Nice Run Up
Summary G-III Apparel Group, Ltd. was rated a “buy” in August 2023, despite disappointing financial performance. Shares have increased 28.9% since then, outperforming the S&P 500, with mixed financial results but attractive pricing. The company saw revenue decline in 2024, but profits and cash flows improved, inventory levels decreased, and strategic partnerships were made. Read the full article on Seeking Alpha分析記事 • Jul 17
G-III Apparel Group, Ltd.'s (NASDAQ:GIII) Intrinsic Value Is Potentially 53% Above Its Share Price
Key Insights G-III Apparel Group's estimated fair value is US$41.17 based on 2 Stage Free Cash Flow to Equity G-III...分析記事 • Jun 20
What You Can Learn From G-III Apparel Group, Ltd.'s (NASDAQ:GIII) P/S
It's not a stretch to say that G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) price-to-sales (or "P/S") ratio of 0.4x...Seeking Alpha • Jun 07
G-III Apparel: Eyes On Revenue Miss And European Market Growth
Summary G-III Apparel's first quarter actual revenue and second quarter sales guidance were below expectations, which have unfavorable read-throughs for its full-year fiscal 2025 outlook. GIII has taken a 12% equity interest in All We Wear Group, and this will put it in a better position to capitalize on growth opportunities in the European market. I continue to rate G-III Apparel as a Hold following an evaluation of its performance and prospects. Read the full article on Seeking Alpha分析記事 • May 27
Return Trends At G-III Apparel Group (NASDAQ:GIII) Aren't Appealing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Apr 01
We Like The Quality Of G-III Apparel Group's (NASDAQ:GIII) Earnings
The stock was sluggish on the back of G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) recent earnings report. Our analysis...Seeking Alpha • Mar 14
G-III Apparel Is A Buy At These Prices
Summary G-III Apparel Group, Ltd. is a global wholesaler of licensed and owned brands with a focus on outerwear. The company's business heavily relies on Calvin Klein's outerwear licenses, which are set to expire in 2 years. G-III Apparel Group is working to grow its proprietary brands and other licenses to replace the revenue from the expiring Calvin Klein license. When considering the proprietary business and speculating on its operating margins, plus the remaining value of the CK license, G-III Apparel Group, Ltd. stock is undervalued. Read the full article on Seeking Alpha分析記事 • Feb 11
Returns Are Gaining Momentum At G-III Apparel Group (NASDAQ:GIII)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Seeking Alpha • Jan 25
G-III Apparel: Looking For Better Cash Flows
Summary G-III Apparel designs, manufactures, and markets clothing with a large portfolio of self-owned brands and licensed brands. The company's track record of great growth has slowed into very nominal growth in past years. G-III Apparel has historically had poor cash flows due to constant working capital increases, but the slowing growth should significantly improve the cash flow conversion. The valuation has some upside if G-III Apparel can improve the cash flow conversion well, but the risk-to-reward still only constitutes a hold rating for the time being. Read the full article on Seeking Alpha分析記事 • Jan 19
Some Confidence Is Lacking In G-III Apparel Group, Ltd.'s (NASDAQ:GIII) P/S
It's not a stretch to say that G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) price-to-sales (or "P/S") ratio of 0.4x...分析記事 • Nov 03
Here's Why G-III Apparel Group (NASDAQ:GIII) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 06
A Look At The Fair Value Of G-III Apparel Group, Ltd. (NASDAQ:GIII)
Key Insights G-III Apparel Group's estimated fair value is US$19.76 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Sep 13
Here's What's Concerning About G-III Apparel Group's (NASDAQ:GIII) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...分析記事 • Jun 08
Estimating The Fair Value Of G-III Apparel Group, Ltd. (NASDAQ:GIII)
Key Insights G-III Apparel Group's estimated fair value is US$20.29 based on 2 Stage Free Cash Flow to Equity G-III...株主還元
| GIII | US Luxury | US 市場 | |
|---|---|---|---|
| 7D | 0.7% | 3.1% | -0.3% |
| 1Y | 8.1% | -15.1% | 26.7% |
業界別リターン: GIII過去 1 年間で-15.1 % の収益を上げたUS Luxury業界を上回りました。
リターン対市場: GIIIは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| GIII volatility | |
|---|---|
| GIII Average Weekly Movement | 5.5% |
| Luxury Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: GIII 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GIIIの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1956 | 3,950 | Morris Goldfarb | www.giii.com |
G-III Apparel Group, Ltd.は、女性用および男性用アパレルのデザイン、調達、販売を米国内外で行っている。ホールセール事業とリテール事業の2つのセグメントで事業を展開している。同社はアウターウェア、ドレス、スポーツウェア、スイムウェア、レディススーツ、パフォーマンスウェア、スーツセパレーツ、アスレジャー、ジーンズ、ハンドバッグ、フットウェア、アクセサリー、革小物、寒冷地用アクセサリー、ラゲージを提供している。アンドリュー・マーク（Andrew Marc）、DKNY、ドナ・キャラン（Donna Karan）、エリザ・J（Eliza J）、G H.Bass、G-III for Her、G-III Sports by Carl Banks、Jessica Howard、Karl Lagerfeld、Karl Lagerfeld Paris、Marc New York、Sonia Rykiel、Vilebrequin、Wilsons Leatherなどの自社ブランドや、BCBG、Calvin Klein、Champion、Cole Haan、Converse、Dockers、French Connection、Halston、Kenneth Cole、Kensie、Levi's、Margaritaville、Nautica、Tommy Hilfiger、Vince Camutoなどのライセンスブランドでアパレルや製品を販売している。また、ナショナル・フットボール・リーグ、ナショナル・バスケットボール・アソシエーション、メジャー・リーグ・ベースボール、ナショナル・ホッケー・リーグ、アメリカのカレッジや大学とパートナーシップを結び、チームスポーツのライセンス事業も行っている。小売店、デジタルチャネル、オンライン小売パートナーを通じて製品を販売している。G-III Apparel Group, Ltd.は1956年に設立され、ニューヨーク州ニューヨークに本社を置いている。
G-III Apparel Group, Ltd. 基礎のまとめ
| GIII 基礎統計学 | |
|---|---|
| 時価総額 | US$1.20b |
| 収益（TTM） | US$67.35m |
| 売上高(TTM) | US$2.96b |
18.6x
PER（株価収益率0.4x
P/SレシオGIII は割高か？
公正価値と評価分析を参照収益と収入
| GIII 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.96b |
| 売上原価 | US$1.79b |
| 売上総利益 | US$1.16b |
| その他の費用 | US$1.10b |
| 収益 | US$67.35m |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.60 |
| グロス・マージン | 39.37% |
| 純利益率 | 2.28% |
| 有利子負債／自己資本比率 | 0.7% |
GIII の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.3%
現在の配当利回り6%
配当性向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 | 2026/05/20 05:13 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Drbul | Barclays |
| Paul Kearney | Barclays |
| Heather Balsky | BofA Global Research |