G-III Apparel Group Yönetim
Yönetim kriter kontrolleri 3/4
Şu anda CEO hakkında yeterli bilgiye sahip değiliz.
Anahtar bilgiler
Morris Goldfarb
İcra Kurulu Başkanı
US$12.5m
Toplam tazminat
| CEO maaş yüzdesi | 11.09% |
| CEO görev süresi | 52.4yrs |
| CEO sahipliği | 9.8% |
| Yönetim ortalama görev süresi | 4.4yrs |
| Yönetim Kurulu ortalama görev süresi | 16.2yrs |
Son yönetim güncellemeleri
Recent updates
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jan 31 2026 | US$13m | US$1m | US$67m |
| Oct 31 2025 | n/a | n/a | US$148m |
| Jul 31 2025 | n/a | n/a | US$182m |
| Apr 30 2025 | n/a | n/a | US$196m |
| Jan 31 2025 | US$17m | US$1m | US$194m |
| Oct 31 2024 | n/a | n/a | US$174m |
| Jul 31 2024 | n/a | n/a | US$187m |
| Apr 30 2024 | n/a | n/a | US$179m |
| Jan 31 2024 | US$31m | US$1m | US$176m |
| Oct 31 2023 | n/a | n/a | -US$114m |
| Jul 31 2023 | n/a | n/a | -US$180m |
| Apr 30 2023 | n/a | n/a | -US$160m |
| Jan 31 2023 | US$6m | US$1m | -US$133m |
| Oct 31 2022 | n/a | n/a | US$176m |
| Jul 31 2022 | n/a | n/a | US$222m |
| Apr 30 2022 | n/a | n/a | US$205m |
| Jan 31 2022 | US$25m | US$1m | US$201m |
| Oct 31 2021 | n/a | n/a | US$167m |
| Jul 31 2021 | n/a | n/a | US$123m |
| Apr 30 2021 | n/a | n/a | US$89m |
| Jan 31 2021 | US$9m | US$462k | US$24m |
| Oct 31 2020 | n/a | n/a | US$34m |
| Jul 31 2020 | n/a | n/a | US$66m |
| Apr 30 2020 | n/a | n/a | US$92m |
| Jan 31 2020 | US$17m | US$1m | US$144m |
Tazminat ve Piyasa: Morris 'nin toplam tazminatı ($USD 12.51M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.33M ).
Tazminat ve Kazançlar: Morris 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Morris Goldfarb (75 yo)
52.4yrs
Görev süresi
US$12,508,253
Tazminat
Mr. Morris Goldfarb is Director of RLJ Acquisition, Inc. from February 2011. He joined the RLJ Acquisition, Inc. in February 2011. He is Chairman & CEO of G-III Apparel Group, Ltd.He joined the G-III Appa...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Chairman | no data | US$12.51m | 9.81% $ 133.7m | |
| Vice Chairman & President | 20.9yrs | US$9.17m | 0.12% $ 1.6m | |
| CFO & Treasurer | 20.8yrs | US$2.23m | 0.015% $ 207.5k | |
| Chief Growth & Operations Officer | 2.4yrs | US$4.39m | Veri yok | |
| Executive VP | 10yrs | US$10.55m | 1.42% $ 19.4m | |
| Senior Vice President of Investor Relations & Treasurer | no data | Veri yok | Veri yok | |
| Chief Human Resource Officer | 4.4yrs | Veri yok | Veri yok | |
| Group Co-President of the Calvin Klein | 4.4yrs | Veri yok | Veri yok | |
| President of G-III Asia | no data | Veri yok | Veri yok | |
| President of G-III Sports Division | 4.4yrs | Veri yok | Veri yok | |
| Secretary | no data | Veri yok | Veri yok | |
| Chief Executive Officer of Vilebrequin | 2.4yrs | Veri yok | Veri yok |
4.4yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş
Deneyimli Yönetim: GIII 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.4 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Chairman | 52.4yrs | US$12.51m | 9.81% $ 133.7m | |
| Vice Chairman & President | 20.9yrs | US$9.17m | 0.12% $ 1.6m | |
| Executive VP | 17.4yrs | US$10.55m | 1.42% $ 19.4m | |
| Independent Director | 34.4yrs | US$242.99k | 0.12% $ 1.7m | |
| Lead Independent Director | 23.4yrs | US$331.99k | 0.21% $ 2.8m | |
| Independent Director | 5.8yrs | US$211.99k | 0.062% $ 850.3k | |
| Independent Director | 3yrs | US$211.99k | 0.026% $ 359.8k | |
| Independent Director | 20.8yrs | US$214.99k | 0.059% $ 804.2k | |
| Independent Director | 14.9yrs | US$211.99k | 0.14% $ 2.0m | |
| Independent Director | 3yrs | US$260.00k | 0.029% $ 389.2k | |
| Independent Director | 4.3yrs | US$214.99k | 0.038% $ 524.1k | |
| Independent Director | 7yrs | US$214.99k | 0.12% $ 1.6m |
16.2yrs
Ortalama Görev Süresi
71yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: GIII 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 16.2 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/04 09:24 |
| Gün Sonu Hisse Fiyatı | 2026/06/04 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
G-III Apparel Group, Ltd. 15 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Robert Drbul | Barclays |
| Paul Kearney | Barclays |
| Heather Balsky | BofA Global Research |