2026年3月12日, G-III 服装库存下降10-12%, 此前因失去许可权、Saks破产费用和关税而缺少收益和收入预测, G-III Apparel stock fell 10–12% on March 12, 2026, after missing earnings expectations due to lost licensing rights, a Saks bankruptcy charge, and tariff impacts, with weak guidance fueling investor concern.

2026年3月12日, G-III Apparel Group的股价下降10%至12%, 低于7.92亿美元的共识, G-III Apparel Group's stock dropped 10% to 12% on March 12, 2026, after reporting fourth-quarter earnings of $0.30 per share—well below the $0.59 expected—on revenue of $771.5 million, a 8.1% decline from last year and below the $792 million estimate. 造成这一下降的原因是失去Calvin Klein和Tommy Hilfiger的许可权、Saks破产造成的1 750万美元坏账以及持续关税影响。 The results were hurt by the loss of Calvin Klein and Tommy Hilfiger licensing rights, a $17.5 million bad debt charge from Saks’ bankruptcy, and ongoing tariff impacts. 该公司发布2027年财政指南,低于分析师预测,预测经调整的EPS为2美元-2.10美元,收入为27.1亿美元,同时注意到向高利润自有品牌和数字增长的战略转变。 The company projected fiscal 2027 adjusted EPS of $2.00–$2.10, below the $2.93 consensus, and warned of continued margin pressure despite a strategic shift toward higher-margin owned brands and digital growth.