G-III Apparel: Q2 Was Good, And Despite The Rally, The Stock Remains An Opportunity

Quipus Capital
1.57K Followers

Summary

  • G-III Apparel Group, Ltd.'s Q2 2025 results were strong, with proprietary brands growing and improved margins, leading to raised yearly EPS guidance and a 30% stock price surge.
  • The market reaction was exaggerated, but G-III Apparel Group's proprietary brands are growing by double digits, and the company continues to secure new licenses, like Converse.
  • The company's operating margin improved, and it repaid $400 million in debt, enhancing its financial stability and supporting the Buy rating.
  • G-III trades at an 11% earnings yield, with a promising growth outlook, making it an attractive investment opportunity at current prices.

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G-III Apparel Group, Ltd.'s (NASDAQ:GIII) Q2 2025 results were good, with its proprietary brands growing within expectations and the company's raising guidance from better margins, lower share, and repaid debt. The company also announced a small

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Quipus Capital
1.57K Followers
Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very small fraction of companies should be a buy at any point in time. However, hold articles provide important information for future investors and a healthy dose of skepticism to a relatively bullish-biased market.Disclaimer: All of the author's articles are written on an "as is" basis and without warranty. They represent the author's opinion only and in no way constitute professional investment advice. It is the responsibility of the reader to conduct their due diligence and seek investment advice from a licensed professional before making any investment decisions. The author disclaims all liability for any actions taken based on the information contained in any articles published.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GIII either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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