G-III Apparel Group (CH:GI4)
:GI4
Earnings Data
Report Date
Jun 05, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
-0.24Last Year’s EPS
0.15Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: notable strategic progress and strong execution in the company’s owned brands, improved digital momentum, disciplined inventory management, and a healthy liquidity position were offset by meaningful near-term revenue and earnings pressure from the exit of large PVH licenses, a one-time Saks bankruptcy bad debt ($17.5M) and tariff-related margin headwinds. Management offered a multi-year margin expansion thesis (up to ~300 bps) and identified $25M of run-rate savings, but guidance for fiscal 2027 reflects lower sales, lower EBITDA and a first-quarter loss, indicating a near-term transitional period despite clear long-term strategic upside.Company Guidance
Owned Brands Driving Growth and Mix Improvement
Key owned brands (DKNY, Donna Karan, Karl Lagerfeld and Vilebrequin) collectively delivered mid-single-digit growth for fiscal 2026 and increased to ~60% of revenue (from ~50% prior year), improving full-price sell-through and contributing to margin expansion.
Donna Karan Rapid Rebound and Digital Momentum
Donna Karan grew ~40% in fiscal 2026; donnakaran.com sales grew ~170% with traffic up >120%; acquired ~100,000 new customers and repeat customers represented ~20% of sales, supporting strong wholesale and DTC momentum.
DKNY and Karl Lagerfeld Strong Brand Performance
DKNY reported ~ $650M in reported net sales with dkny.com sales up ~40% and social engagement up ~300%; Karl Lagerfeld grew high single digits (NA sales high-teens), karl.com +20%, and Karl Lagerfeld Jeans +30% driving youth engagement.
Solid Liquidity and Capital Returns
Ended fiscal year with $407M cash and >$900M total liquidity after returning >$50M to shareholders through share repurchases and initiating a cash dividend, supporting financial flexibility for investment and M&A/licensing opportunities.
Inventory Discipline and Efficiency Gains
Inventories down 4% year-over-year to $460M with unit declines in the high-single-digits; company reported improving warehouse efficiency in H2 and identified $25M of run-rate cost savings to be realized by fiscal 2028.
Margin Improvement Opportunity Articulated
Management expects up to ~300 basis points of gross margin expansion in fiscal 2027 (150 bps in Q1 expected), driven by tariff mitigation, a higher mix of owned brands and other margin efforts; FY26 margins also 'ahead of expectations' on better mix despite tariff headwinds.
Licensed Portfolio Growth and New Opportunities
Licensed brands (excluding exited PVH licenses) generated mid-single-digit growth; team sports and Converse contributed to a licensed portfolio that generated >$130M net sales in FY26 with a stated path to $500M over time.
CH:GI4 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does G-III Apparel Group (CH:GI4) report earnings?
G-III Apparel Group (CH:GI4) is schdueled to report earning on Jun 05, 2026, Before Open (Confirmed).
What is G-III Apparel Group (CH:GI4) earnings time?
G-III Apparel Group (CH:GI4) earnings time is at Jun 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of G-III Apparel Group stock?
The P/E ratio of G-III Apparel Group is N/A.
What is CH:GI4 EPS forecast?
CH:GI4 EPS forecast for the fiscal quarter 2027 (Q1) is -0.24.
