WEBULL
WebtradeDownload

Is G-III Apparel Group (GIII) Undervalued On Higher Earnings Estimates And Marc Jacobs Changes?

Simply Wall St · 2d ago

G-III Apparel Group (GIII) is back in focus after analysts lifted full year earnings estimates and Marc Jacobs appointed Emily George as global president, signaling fresh leadership for a key partner brand.

Those headlines land on a stock that has been quietly rebuilding momentum. G-III Apparel Group’s 7 day share price return of 5.18% and 30 day share price gain of 10.80%, alongside a 90 day share price decline of 14.59%, point to sentiment improving recently after a weaker stretch.

Scan G-III Apparel Group alongside other fashion and consumer names that are showing fresh momentum and earnings interest using our curated list of 21 high quality undiscovered gems.

After a quick rebound and a last close of $29.85, G-III Apparel Group now trades below both its analyst target of $34.75 and an intrinsic estimate that sits about 25% higher. Which reference point deserves more weight?

Most Popular Narrative: 14% Undervalued

Against G-III Apparel Group’s last close at $29.85, the most followed narrative pegs fair value at $34.75, a gap built on how it handles the shift from expiring licenses to owned brands and Marc Jacobs growth.

Ongoing replacement of Calvin Klein and Tommy Hilfiger licenses with higher margin owned brands such as DKNY, Donna Karan, Karl Lagerfeld and Marc Jacobs, with roughly US$700 million of the anticipated US$1.2b revenue loss already offset, could continue to support revenue and gross margin mix.

See why 3 investors see G-III Apparel Group as 14% undervalued.

Result: Fair Value of $34.75 (UNDERVALUED)

Still, the loss of Calvin Klein and Tommy Hilfiger licenses, along with any slowdown in Marc Jacobs or owned brand growth, could quickly challenge that 14% undervalued narrative.

Find out about the key risks to this G-III Apparel Group narrative.

Another View: Cash Flows Point The Other Way

There is a catch. While the popular G-III Apparel Group narrative points to a $34.75 fair value, the Simply Wall St DCF model puts future cash flow value closer to $23.81, which implies the shares look overvalued on that lens rather than 14% undervalued.

If cash flows matter more to you than earnings multiples, it may be worth seeing how those assumptions stack up inside the SWS DCF workup: Look into how the SWS DCF model arrives at its fair value.

GIII Discounted Cash Flow as at Oct 2026
GIII Discounted Cash Flow as at Oct 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out G-III Apparel Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 27 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

Mixed messages on G-III Apparel Group’s value and future can be useful if you use them as a prompt to stress test your own thesis quickly, then weigh the 1 key reward and 2 important warning signs.

Looking for more investment ideas beyond G-III Apparel Group?

If G-III Apparel Group has sharpened your thinking on value and execution risk, do not stop here. Broaden your watchlist now and give your future self more options.