G-iii Apparel Group, Ltd. · NASDAQ:GIII
G-iii Apparel — Q1 2027 Earnings Presentation
17 slides from G-iii Apparel's earnings presentation, Jun 5, 2026
Slide 1: Earnings Presentation
Earnings Presentation June 2026 1
Slide 2: Slide 2
Slide 3: Q1 FY27 Earnings
Q1 FY27 Earnings
Slide 4: Q1 FY27 Results
Q1 FY27 RESULTS “Our first quarter results demonstrate G-III’s ability to execute in a dynamic environment. The quarter was better than expected with both our net sales and earnings coming in ahead of guidance. TOTAL SALES WHOLESALE SALES RETAIL SALES $536M $515M $41M Our go-forward portfolio saw co
Slide 5: Q1 FY27 Highlights
Q1 FY27 HIGHLIGHTS • Net sales were $536 million, ahead of guidance, led by our go-forward portfolio, which delivered growth, even with the topline pressured by the planned loss of PVH brand revenues. The quality of total company sales continues to strengthen, driven by a meaningful increase in full
Slide 6: Q1 FY27 P&L Overview
Q1 FY27 P&L OVERVIEW (Unaudited) Three Months Ended April 30, • Net sales for the first quarter decreased 8% to $536 million compared to $584 million in the prior year’s ($ in thousands, except for per share data) 2026 2025 quarter but were ahead of guidance. Net Sales $535,962 $583,609 • Gross marg
Slide 7: Q1 FY27 Balance Sheet
Q1 FY27 BALANCE SHEET (Unaudited) As of April 30, • Cash and cash equivalents were $394 million at the ($ in thousands) 2026 2025 end of the first quarter compared to $258 million last year, with total availability of over $800 million. Cash & Cash Equivalents $394,220 $257,785 • Inventories decreas
Slide 8: Q1 FY 2027 Brand Highlights
Q1 FY 2027 Brand Highlights
Slide 9: Q1 FY27 Donna Karan
Q1 FY27 DONNA KARAN • The brand delivered approximately 40% growth in the first quarter, driven by healthy sell-throughs and strong AURs. • Licensing efforts are helping to create awareness and momentum, with fragrance and jewelry strong performers at wholesale, and a new intimates license launching
Slide 10: Q1 FY27 DKNY
UPDATE PHOTO Q1 FY27 DKNY • The brand’s North American direct-to-consumer business grew meaningfully, with double-digit store comps while DKNY.com saw more than 40% growth. • Overall strength was driven by higher productivity, stronger full-price selling, targeted marketing, and compelling product n
Slide 11: Q1 FY27 Karl Lagerfeld
UPDATE PHOTO Q1 FY27 KARL LAGERFELD • The brand performed well in the quarter, with strength led by North America, which was driven by healthy growth across our DTC channels. • Despite a challenging backdrop in Europe, international performance was supported by growth in Karl Lagerfeld Jeans, which
Slide 12: FY 2027 Outlook
FY 2027 OUTLOOK “Today we are raising our guidance for Non- Guidance Issued on 6/5/26 Fiscal 2027 GAAP EPS, which is now expected to be $2.15 to $2.25, up from our prior outlook of Net Sales $2.71B $2.00 to $2.10. We continue to expect our GAAP Net Income $171M - $175M go-forward portfolio to grow i
Slide 13: Our transformation is creating a stronger, more dynamic future for G-III
“Our transformation is creating a stronger, more dynamic future for G-III. We are building a portfolio of premium global brands where creative identity, cultural relevance, and pricing integrity are protected and enhanced through disciplined ownership.” MORRIS GOLDFARB, CHAIRMAN & CEO
Slide 14: Appendix
Appendix
Slide 15: GAAP to Non-GAAP Reconciliation (Unaudited)
Q1 FY27 GAAP TO NON-GAAP RECONCILIATION (UNAUDITED) ($ in thousands, except per share amounts) GAAP Net Income to Non-GAAP Net Income (Loss) For the Year Ended January 31, 2027 Actual Forecasted Forecasted Q1 Q2 Full Year GAAP net income $ 66,534 $ 7,000 - 11,000 $ 171,000 - 175,000 IEEPA tariff ref
Slide 16: Thank You
Thank You
Slide 17: G-III Apparel Group
G-IIl Apparel Group