G-iii Apparel Group, Ltd. · NASDAQ:GIII
G-iii Apparel — Q2 FY2027 Earnings Presentation
17 slides from G-iii Apparel's earnings presentation, September 2026
Slide 1: Earnings Presentation
Earnings Presentation September 2026 1
Slide 2: Slide 2
Slide 3: Q2 FY27 Earnings
Q2 FY27 Earnings
Slide 4: Q2 FY27 Results
Q2 FY27 RESULTS “We made good progress in the second quarter, with earnings exceeding our guidance, driven by solid execution, significant gross margin expansion and disciplined expense management. TOTAL SALES WHOLESALE SALES RETAIL SALES Our go-forward portfolio saw continued $554M $531M $40M momen
Slide 5: Q2 FY27 Highlights
Q2 FY27 HIGHLIGHTS • Second quarter non-GAAP EPS was $0.26, ahead of guidance, driven by significant gross margin expansion and disciplined expense management. Excluding Calvin Klein and Tommy Hilfiger, our go-forward portfolio grew high-single digits in the quarter, driven by continued momentum acr
Slide 6: Q2 FY27 P&L Overview
Q2 FY27 P&L OVERVIEW (Unaudited) Three Months Ended July 31, • Net sales for the first quarter decreased 10% to $554 million compared to $613 million in the prior year’s ($ in thousands, except for per share data) 2026 2025 quarter. Net Sales $554,093 $613,266 • Gross margin increased to 45.2% in th
Slide 7: Q2 FY27 Balance Sheet
Q2 FY27 BALANCE SHEET (Unaudited) As of July 31, • Cash and cash equivalents were $529 million at the end ($ in thousands) 2026 2025 of the second quarter compared to $302 million last year, with total availability of approximately $1 billion. Cash & Cash Equivalents $529,190 $301,778 • Inventories
Slide 8: Q2 FY 2027 Brand Highlights
Q2 FY 2027 Brand Highlights
Slide 9: Q2 FY27 Donna Karan
Q2 FY27 DONNA KARAN • The brand delivered more than 45% growth in the second quarter, driven by solid consumer demand, healthy full-price selling and its aspirational positioning. • Lifestyle momentum remains strong across categories, with handbags delivering strong double-digit growth and footwear
Slide 10: Q2 FY27 DKNY
UPDATE PHOTO Q2 FY27 DKNY • The brand continued to build momentum in North America, with healthy full-price sell-throughs and continued strength across direct-to-consumer channels. DKNY.com sales grew in the mid-20% range, driven by higher conversion and AURs. • Overall strength continues to be supp
Slide 11: Q2 FY27 Karl Lagerfeld
UPDATE PHOTO Q2 FY27 KARL LAGERFELD • The brand delivered strong growth in North America, led by wholesale, while European sales were impacted by a challenging consumer environment. • Karl Lagerfeld Jeans continued to outperform and remains an important growth engine, particularly with younger consu
Slide 12: FY 2027 Outlook
FY 2027 OUTLOOK “Our second quarter results reflect strong Guidance Issued on 9/2/26 Fiscal 2027 execution across the organization, with earnings exceeding our guidance, driven by Net Sales $2.71B substantial gross margin expansion. Our go- GAAP Net Income $181M - $185M forward portfolio grew at a h
Slide 13: CEO quote on transforming G-III
“We are making significant progress transforming G-III. We have a powerful portfolio of globally recognized brands, strong merchant and sourcing capabilities, deep retail relationships and a very healthy balance sheet. I believe these strengths position G-III to deliver significant value for our sha
Slide 14: Appendix
Appendix
Slide 15: GAAP to Non-GAAP Reconciliation (Unaudited)
Q2 FY27 GAAP TO NON-GAAP RECONCILIATION (UNAUDITED) ($ in thousands, except per share amounts) GAAP Net Income to Non-GAAP Net Income (Loss) For the Year Ended January 31, 2027 Actual Actual Forecasted Forecasted Q1 Q2 Q3 Full Year GAAP net income $ 66,534 $ 20,213 $ 59,000 - 64,000 $ 181,000 - 185,
Slide 16: Thank You
Thank You
Slide 17: G-III Apparel Group
G-lll Apparel! Group
G-III Apparel Group — Q2 FY2027 Earnings Presentation on 6ix