G-III Apparel Group, Ltd. (GIII)

NASDAQConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-10-23

$29.85+0.24%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge G-III Apparel Group, Ltd.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2027 · Q3
Revenue	About $870M	868.94M
EPS	—	1.415
FY 2027 · Annual
Revenue	—	2.71B
EPS	—	2.249
EBITDA	$174M–$178Mnon-GAAP	—
FY 2028 · Annual
Revenue	—	2.74B
EPS	—	2.395

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Quarterly dividend of $0.10 per share	The company raised its fiscal 2027 earnings guidance to about $3.9 per share.	Intact	Dividend is cut or suspended	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 3 of last 3 quarters. The Board consistently declared a quarterly cash dividend of $0.10 per share in 2026-Q1, Q2, and Q3. Dividend payments totaled $4.3 million in 2026-Q3 and $4.2 million in 2026-Q1, showing consistent capital return. The trajectory is delivering steady dividend payments. Delivery assessment Oct 24, 2026
EPS near $3.9 in fiscal 2027	The company raised its fiscal 2027 earnings guidance to about $3.9 per share.	Intact	EPS falls below $3.5 per share in FY27	Diluted EPS: $0.46 per share FY2027-Q2; GAAP. Published target: >= $3.85 per share. Target period is not explicitly aligned with this observation. Source published Sep 8, 20260.46 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: b7493644-cff2-46c8-b175-4b668332cd3a. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 2 of last 2 quarters. Management raised fiscal 2027 net income guidance to $181-$185 million and diluted EPS to $4.10-$4.20, up from prior guidance. This follows strong quarterly results with net income rising from $66.5 million in 2026-Q2 to $20.2 million in 2026-Q3 (seasonal). The trajectory matches management's stated guidance increases. Delivery assessment Oct 24, 2026
Successful growth from Marc Jacobs acquisition	G-III Apparel is growing through the Marc Jacobs acquisition.	Improving	Marc Jacobs acquisition fails to contribute to growth or margins	Qualitative: Acquisition closed, Q2 gross margin surge reported Marc Jacobs acquisition closed. Q2 2027 earnings highlight gross margin surge. Analysts mixed on long-term integration but near-term financials positive. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 2 of last 2 quarters. Management completed the Marc Jacobs acquisition by 2026-Q3 and targets $1 billion in long-term annual revenue from it. The acquisition is described as a meaningful step forward and strategic transformation, indicating delivering progress. Delivery assessment Oct 24, 2026
Revenue near $2.71 billion in fiscal 2027	Revenue is expected near $2.7 billion in fiscal 2027.	Intact	Revenue falls below $2.5 billion in FY27	Revenue: $554.093M FY2027-Q2; GAAP. Published target: >= $2.71 billion. Target period is not explicitly aligned with this observation. Source published Sep 8, 2026554,093,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: b7493644-cff2-46c8-b175-4b668332cd3a. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 2 of last 2 quarters. Management completed the Marc Jacobs acquisition by 2026-Q3 and targets $1 billion in long-term annual revenue from it. The acquisition is described as a meaningful step forward and strategic transformation, indicating delivering progress. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-01-31 · fmp

FY2028 EPS: comparable history unavailable.

FY2028 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	2 / 2
2026-07-25	Unavailable	Unavailable	2 / 2
2026-07-26	Unavailable	Unavailable	2 / 2
2026-07-27	Unavailable	Unavailable	2 / 2
2026-07-28	Unavailable	Unavailable	2 / 2
2026-07-29	Unavailable	Unavailable	2 / 2
2026-07-30	Unavailable	Unavailable	2 / 2
2026-07-31	Unavailable	Unavailable	2 / 2
2026-08-01	Unavailable	Unavailable	2 / 2
2026-08-02	Unavailable	Unavailable	2 / 2
2026-08-03	Unavailable	Unavailable	2 / 2
2026-08-04	Unavailable	Unavailable	2 / 2
2026-08-05	Unavailable	Unavailable	2 / 2
2026-08-06	Unavailable	Unavailable	2 / 2
2026-08-07	Unavailable	Unavailable	2 / 2
2026-08-08	Unavailable	Unavailable	2 / 2
2026-08-09	Unavailable	Unavailable	2 / 2
2026-08-10	Unavailable	Unavailable	2 / 2
2026-08-12	Unavailable	Unavailable	2 / 2
2026-08-13	Unavailable	Unavailable	2 / 2
2026-08-14	Unavailable	Unavailable	2 / 2
2026-08-15	Unavailable	Unavailable	2 / 2
2026-08-16	Unavailable	Unavailable	2 / 2
2026-08-17	Unavailable	Unavailable	2 / 2
2026-08-18	Unavailable	Unavailable	2 / 2
2026-08-19	Unavailable	Unavailable	2 / 2
2026-08-20	Unavailable	Unavailable	2 / 2
2026-08-21	Unavailable	Unavailable	2 / 2
2026-08-22	Unavailable	Unavailable	2 / 2
2026-08-23	Unavailable	Unavailable	2 / 2
2026-08-24	Unavailable	Unavailable	2 / 2
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2026-08-26	Unavailable	Unavailable	2 / 2
2026-08-27	Unavailable	Unavailable	2 / 2
2026-08-28	Unavailable	Unavailable	2 / 2
2026-08-29	Unavailable	Unavailable	2 / 2
2026-08-30	Unavailable	Unavailable	2 / 2
2026-08-31	Unavailable	Unavailable	2 / 2
2026-09-01	Unavailable	Unavailable	2 / 2
2026-09-02	Unavailable	Unavailable	2 / 2
2026-09-03	Unavailable	Unavailable	2 / 2
2026-09-04	Unavailable	Unavailable	2 / 2
2026-09-05	Unavailable	Unavailable	2 / 2
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2026-09-07	Unavailable	Unavailable	2 / 2
2026-09-08	Unavailable	Unavailable	2 / 2
2026-09-09	Unavailable	Unavailable	2 / 2
2026-09-10	Unavailable	Unavailable	2 / 2
2026-09-11	Unavailable	Unavailable	2 / 2
2026-09-12	Unavailable	Unavailable	2 / 2
2026-09-13	Unavailable	Unavailable	2 / 2
2026-09-14	Unavailable	Unavailable	2 / 2
2026-09-15	Unavailable	Unavailable	2 / 2
2026-09-16	Unavailable	Unavailable	2 / 2
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2026-09-18	Unavailable	Unavailable	2 / 2
2026-09-19	Unavailable	Unavailable	2 / 2
2026-09-20	Unavailable	Unavailable	2 / 2
2026-09-21	Unavailable	Unavailable	2 / 2
2026-09-22	Unavailable	Unavailable	2 / 2
2026-09-23	Unavailable	Unavailable	1 / 2
2026-09-24	Unavailable	Unavailable	1 / 2
2026-09-25	Unavailable	Unavailable	1 / 2
2026-09-26	Unavailable	Unavailable	1 / 2
2026-09-27	Unavailable	Unavailable	1 / 2
2026-09-28	Unavailable	Unavailable	1 / 2
2026-09-29	Unavailable	Unavailable	1 / 2
2026-09-30	Unavailable	Unavailable	1 / 2
2026-10-01	Unavailable	Unavailable	1 / 2
2026-10-02	Unavailable	Unavailable	1 / 2
2026-10-03	Unavailable	Unavailable	2 / 3
2026-10-04	Unavailable	Unavailable	2 / 3
2026-10-05	Unavailable	Unavailable	2 / 3
2026-10-06	Unavailable	Unavailable	2 / 3
2026-10-07	Unavailable	Unavailable	2 / 3
2026-10-08	Unavailable	Unavailable	2 / 3
2026-10-09	Unavailable	Unavailable	2 / 3
2026-10-10	Unavailable	Unavailable	2 / 3
2026-10-11	Unavailable	Unavailable	2 / 3
2026-10-12	Unavailable	Unavailable	2 / 3
2026-10-13	Unavailable	Unavailable	2 / 3
2026-10-14	Unavailable	Unavailable	2 / 3
2026-10-15	Unavailable	Unavailable	2 / 3
2026-10-16	Unavailable	Unavailable	2 / 3
2026-10-17	Unavailable	Unavailable	2 / 3
2026-10-18	Unavailable	Unavailable	2 / 3
2026-10-19	Unavailable	Unavailable	2 / 3
2026-10-20	Unavailable	Unavailable	2 / 3
2026-10-21	Unavailable	Unavailable	2 / 3
2026-10-22	Unavailable	Unavailable	2 / 3
2026-10-23	Unavailable	Unavailable	2 / 3
2026-10-24	Unavailable	Unavailable	2 / 3

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	2	2
2026-06-01	2	1
2026-07-01	2	1
2026-08-01	2	1
2026-09-01	2	1
2026-10-01	2	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 2 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

UBSOct 2

$27.00New observation · no comparable prior

$0$14.85$29.70

0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Quarterly dividend of $0.10 per shareDirect metric needs a verified mapping
EPS near $3.9 in fiscal 2027Diluted EPS: $0.46 per share
Revenue near $2.71 billion in fiscal 2027Revenue: $554.093M

Next proof point

Dec 8, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

0.9%Typical daily move · historical

Downside history

-27.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

G-III Apparel Group, Ltd. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a low-priced, acquisition-led growth story with some cyclical exposure, rather than a proven durable compounder. The long-term thesis has become mildly favorable, but remains in a watch state because recent financial performance has lagged its industry cohort and earnings quality is fragile.

What's priced into G-III Apparel Group, Ltd.

GIII is cheap versus peers, and the evidence suggests the market is not pricing in the full combination of weak execution and turbulence. The expectations gap is negative, so the valuation already reflects some caution, but it does not remove the risk that uneven results weigh on the thesis.

What the fundamentals likely do

In the near term, fiscal 2027 guidance has been raised, and management has completed the Marc Jacobs acquisition, which it sees as a growth driver with a long-term annual revenue goal. Recent signals have improved, but earnings have been erratic and recent performance remains below the industry cohort; the dividend has been consistent, while the acquisition and guidance plans still need to show results.

What G-III Apparel Group, Ltd. hinges on

The multi-year thesis depends on Marc Jacobs becoming a meaningful source of growth and on management sustaining its improved earnings guidance. A guidance cut would be a meaningful setback. Results and guidance from sector bellwethers such as Ralph Lauren, Levi Strauss, and V.F. Corporation could also strengthen or weaken the sector backdrop.