Credit and interest ratesmixed · 5 filings
“The lower effective tax rate in the current year period was driven by discrete items in the quarter, principally the anticipated tariff refund, that were taxed at a lower rate.”10-Q · Jun 8, 2026 ↗
G-III Apparel Group, Ltd.
GIII
Market read
G-III Apparel Group, Ltd.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
P/E18.2xlatest annual facts
Revenue YoY-7.0%2026-01-31
Operating margin3.7%-5.6 pts YoY
Company+0.9% todayVolume comparison unavailable
Market group0 of 21 activeConsumer Credit & Housing · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- The IEEPA tariff refund reduced reported costs and added interest income during the six months ended July 31.
- Price increases and a shift toward owned brands lifted wholesale gross profit percentage, even excluding the tariff benefit.
Invalidation: The isolated read changes if GIII's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- The IEEPA tariff refund reduced reported costs and added interest income during the six months ended July 31.
- Price increases and a shift toward owned brands lifted wholesale gross profit percentage, even excluding the tariff benefit.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements99
Verified relationships11
Evidence supporting the case
- Operating cash flow covered net income at 4.44x in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -7.0% year over year.
- Operating margin changed -5.6 percentage points in the latest annual period.
- Net margin changed -3.8 percentage points in the latest annual period.
- Tariffs and trade policy has repeated adverse evidence across 5 filings.
Questions before a position
- EV/sales is 79% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
27.926m-8.6%12m+3.1%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-01-31$2.8B+34.6%$4.05+1.5%
2023-01-31$3.2B+16.6%$-2.79-3.8%
2024-01-31$3.1B-4.0%$3.75-1.4%
2025-01-31$3.2B+2.7%$4.20-1.9%
2026-01-31$3.0B-7.0%$1.51-3.5%
What management says matters
Persistent and emerging business drivers
Tariffs and trade policymixed · 5 filings
“This increase was primarily driven by an increase in our net income of $68.0 million, which includes the $126.4 million reduction in cost of goods sold and $4.2 million of interest income related to the IEEPA tariff refund, partially offset by a change in ope…”10-Q · Sep 8, 2026 ↗
Capital investment and capacitymixed · 3 filings
“We had $27.5 million in capital expenditures primarily related to leasehold improvement and computer software expenditures.”10-Q · Dec 9, 2025 ↗
Pricing and mixpositive · 2 filings
“Excluding the impact of the IEEPA tariff benefit, the gross profit percentage in our wholesale operations segment was 43.6% for the six months ended July 31, 2026, which was positively impacted by price increases as well as a shift in product mix to owned bra…”10-Q · Sep 8, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.4× · EV/sales 0.3×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
27.92+0.9% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GIII. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GIII. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GIII
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZNAmazon.com, Inc.customerJun 8, 2026 ▾
“In addition, we sell to leading online retail partners such as Amazon, Fanatics, Zalando and Zappos.”
BURLBurlington Stores, Inc.distributorJun 8, 2026 ▾
“We also source and sell products to major retailers for their own private label programs.”
COSTCostco Wholesale CorporationdistributorJun 8, 2026 ▾
“We also source and sell products to major retailers for their own private label programs.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GIII is currently a Follower in the organic co-movement group Consumer Credit & Housing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GIII; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.