G-iii Apparel Group, Ltd. · NASDAQ:GIII
G-iii Apparel — Q4 2026 Earnings Presentation
20 slides from G-iii Apparel's earnings presentation, Mar 12, 2026
Slide 1: Earnings Presentation
Earnings Presentation March 2026 1
Slide 2: Slide 2
Slide 3: Q4 FY26 Earnings
Q4 FY26 Earnings
Slide 4: Q4 FY26 Results
Q4 FY26 RESULTS “Fiscal 2026 was a pivotal year for G-III. The strength and global recognition of our brands, together with a disciplined operating model and strong balance sheet, enabled us to deliver solid performance TOTAL SALES WHOLESALE SALES RETAIL SALES despite a challenging environment. For
Slide 5: Q4 FY26 P&L Overview
Q4 FY26 P&L OVERVIEW (Unaudited) Three Months Ended January 31, • Net sales in the fourth quarter decreased 8% to $771 million compared to $840 million last year. Relative to ($ in thousands, except for per share data) 2026 2025 guidance, sales were negatively impacted by approximately $20 million a
Slide 6: FY 2026 Results Overview
: FY 2026 ~ Results Overview
Slide 7: Fiscal 2026 Highlights
FISCAL 2026 HIGHLIGHTS • Delivered strong underlying financial performance despite a challenging environment, with full year net sales of $2.96 billion, gross margin exceeding expectations, and non-GAAP EPS of $2.61, supported by disciplined execution, higher full price selling, and a more balanced
Slide 8: FY 2026 Financial Highlights
FY 2026 FINANCIAL HIGHLIGHTS Delivered Strong Underlying Financial Performance Despite A Challenging Environment TOTAL REVENUE GROSS MARGIN CASH & CASH EQUIVALENTS $2.96B 39.4% $407M -7.0% YoY vs. $3.18B last year -140 bps YoY vs. 40.8% last year +124% YoY vs. $181M last year Impacted by lost sales
Slide 9: FY 2026 P&L Overview
FY 2026 P&L OVERVIEW (Unaudited) Year Ended January 31, • Net sales for the full year were $2.96 billion compared to $3.18 billion in the previous year. ($ in thousands, except for per share data) 2026 2025 • Gross margins for the full year were 39.4% compared to Net Sales $2,957,012 $3,180,796 40.8
Slide 10: FY 2026 Balance Sheet
FY 2026 BALANCE SHEET (Unaudited) As of January 31, • Cash and cash equivalents were $407 million compared to 2026 2025 $181 million last year with total availability of over $900 ($ in thousands) million. Cash & Cash Equivalents $406,662 $181,440 • Inventories decreased 4% year-over-year on lower u
Slide 11: FY 2027 Outlook
FY 2027 OUTLOOK “Looking to fiscal 2027, we are building on the momentum of our go-forward portfolio, which we expect to deliver high-single digit Guidance Issued on 3/12/26 Fiscal 2027 growth for the year, helping to offset the significant lost sales as we exit the Calvin Net Sales $2.71B Klein and
Slide 12: FY 2026 Brand Highlights
FY 2026 Brand Highlights
Slide 13: FY26 Donna Karan
FY26 DONNA KARAN • Fastest-growing owned brand, delivering ~40% FY26 net sales growth with the highest AURs and sell-throughs, reflecting strong premium consumer demand • Accelerating premium, multi-category growth, led by dresses and expanding into tailored sportswear, handbags, footwear, and acces
Slide 14: FY26 Karl Lagerfeld
FY26 KARL LAGERFELD • High-single-digit FY26 net sales growth, with North America materially outperforming and healthy margin expansion across channels • Digital acceleration a key driver, with karl.com sales up 20%+ in FY26 and positive comp growth across stores and e-commerce • Lifestyle expansion
Slide 15: FY26 DKNY
FY26 DKNY • Largest owned brand, delivering improved full-price sell-throughs in FY26 driven by disciplined distribution and elevated brand presentation • Brand heat accelerating, with the Fall ’25 Hailey Bieber campaign driving record social engagement (~300% YoY) and strong handbag reorders • DTC
Slide 16: We have grown and evolved significantly over the past 50 years
“We have grown and evolved significantly over the past 50 years because we lead with an entrepreneurial approach and value relationships. This proven formula will drive G- III as we enter the next phase of our business.” MORRIS GOLDFARB, CHAIRMAN & CEO
Slide 17: Appendix
Appendix
Slide 18: FY 2026 GAAP to Non-GAAP Reconciliation (Unaudited)
FY 2026 GAAP TO NON-GAAP RECONCILIATION (UNAUDITED) ($ in thousands, except per share amounts) GAAP Net Income (Loss) to Non-GAAP Net Income For the Year Ended January 31, 2026 Actual Actual Actual Actual Actual Q1 Q2 Q3 Q4 Full Year GAAP net income (loss) $ 7,759 $ 10,939 $ 80,593 $ (31,938) $ 67,3
Slide 19: Thank You
Thank You
Slide 20: G-III Apparel Group
G-IIl Apparel Group