Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
G-III Apparel Group, Ltd. (GIII)
NASDAQConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-11-04
$32.02-3.38%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.39 → 2.39 EPS · FY ending Jan 31, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for GIII yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
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. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 8, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
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.
This is a value-oriented apparel business with an acquisition-led growth element, rather than a proven steady compounder. The thesis is in watch mode: management has raised fiscal 2027 guidance and completed the Marc Jacobs acquisition, but recent performance remains below its industry cohort.
GIII is cheap versus peers, and the valuation signal is classified as justified rather than as a sign of unusually high fragility. The expectations gap is negative, suggesting expectations are subdued, though the evidence does not specify exactly what the market assumes.
Near term, earnings remain hard to judge because recent surprises have been erratic, despite a low estimated miss risk and a recent earnings beat. Management raised fiscal 2027 net income and diluted EPS guidance, while the completed Marc Jacobs acquisition is intended to support growth over the longer term. Delivery on those plans remains to be shown, and a guidance cut would be a meaningful setback.
Over the next few quarters, the thesis hinges on whether GIII can sustain its raised guidance and turn the Marc Jacobs acquisition into meaningful growth toward management’s long-term revenue goal. Sector signals also matter: continued strength from RL, LEVI, and VFC could support the backdrop, while missed results or lower guidance from those companies could weaken it.
The 1-to-3-year view combines a cheap valuation and higher guidance with fragile earnings quality and execution still to prove. The key test is whether acquisition-led growth and earnings delivery improve without a fresh guidance cut. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 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. Sep 8, 20260.46 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Net income is expected to be between $181.0 million and $185.0 million, or diluted earnings per share between $4.10 and $4.20.” “Non-GAAP net income is expected to be between $97.0 million and $101.0 million, or diluted earnings per share between $2.20 and $2.30.” Delivery assessment Nov 4, 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 2026-09-02; Q2 earnings beat with gross margin surge Marc Jacobs acquisition closed Sept 2026. Q2 earnings beat with gross margin surge. Mixed analyst sentiment on integration risks. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
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. Sep 8, 2026554,093,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
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.
$2.47 → $2.39 · observed estimates
$2.69B → $2.74B · observed estimates
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.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-07-25 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-07-26 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-07-27 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-07-28 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-07-29 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-07-30 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-07-31 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-01 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-02 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-03 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-04 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-05 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-06 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-07 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-08 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-09 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-10 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-12 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-13 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-14 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-15 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-16 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-17 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-18 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-19 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-20 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-21 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-22 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-23 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-24 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-25 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-26 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-27 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-28 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-29 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-30 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-08-31 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-09-01 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-09-02 | $2.47 | $2,685,635,622 | 2 / 2 |
| 2026-09-03 | $2.39 | $2,791,400,000 | 2 / 2 |
| 2026-09-04 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-05 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-06 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-07 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-08 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-09 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-10 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-11 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-12 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-13 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-14 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-15 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-16 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-17 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-18 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-19 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-20 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-21 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-22 | $2.39 | $2,790,500,000 | 2 / 2 |
| 2026-09-23 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-09-24 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-09-25 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-09-26 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-09-27 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-09-28 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-09-29 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-09-30 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-10-01 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-10-02 | $2.39 | $2,790,500,000 | 1 / 2 |
| 2026-10-03 | $2.39 | $2,740,703,036 | 2 / 3 |
| 2026-10-04 | $2.39 | $2,740,703,036 | 2 / 3 |
| 2026-10-05 | $2.39 | $2,740,703,036 | 2 / 3 |
| 2026-10-06 | $2.39 | $2,740,703,036 | 2 / 3 |
| 2026-10-07 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-08 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-09 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-10 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-11 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-12 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-13 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-14 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-15 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-16 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-17 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-18 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-19 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-20 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-21 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-22 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-23 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-24 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-25 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-26 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-27 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-28 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-29 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-30 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-10-31 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-11-01 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-11-02 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-11-03 | $2.39 | $2,740,695,486 | 2 / 3 |
| 2026-11-04 | $2.39 | $2,740,695,486 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 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.
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.