Q4 Earnings Outperformers: G-III (NASDAQ:GIII) And The Rest Of The Apparel and Accessories Stocks
Looking back on apparel and accessories stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including G-III (NASDAQ:GIII) and its peers.
Thanks to social media and the internet, not only are styles changing more frequently today than in decades past but also consumers are shifting the way they buy their goods, favoring omnichannel and e-commerce experiences. Some apparel and accessories companies have made concerted efforts to adapt while those who are slower to move may fall behind.
The 16 apparel and accessories stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.9% while next quarter’s revenue guidance was in line.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 22.1% since the latest earnings results.
G-III (NASDAQ:GIII)
Founded as a small leather goods business, G-III (NASDAQ:GIII) is a fashion and apparel conglomerate with a diverse portfolio of brands.
G-III reported revenues of $839.5 million, up 9.8% year on year. This print exceeded analysts’ expectations by 4%. Despite the top-line beat, it was still a mixed quarter for the company with an impressive beat of analysts’ adjusted operating income estimates but a miss of analysts’ Wholesale revenue estimates.
Morris Goldfarb, G-III’s Chairman and Chief Executive Officer, said, “Fiscal 2025 was an incredible year, marked by robust top and bottom-line growth. Our world-class teams demonstrated strong execution of our strategic priorities, including bringing four new brands to market and driving outsized growth of our owned brands. We delivered record non-GAAP earnings per diluted share of $4.42, a 9% increase over last year and above our expectations, while also expanding gross margins. These results were achieved despite a very challenging operating environment, and I want to thank our global teams for their unwavering efforts.”
G-III Total Revenue
The stock is down 2.1% since reporting and currently trades at $24.83.
Owner of The North Face, Vans, and Supreme, VF Corp (NYSE:VFC) is a clothing conglomerate specializing in branded lifestyle apparel, footwear, and accessories.
VF Corp reported revenues of $2.83 billion, up 1.9% year on year, outperforming analysts’ expectations by 1.2%. The business had a stunning quarter with a solid beat of analysts’ constant currency revenue and EPS estimates.
VF Corp Total Revenue
The stock is down 59.6% since reporting. It currently trades at $10.73.
Flexing the iconic upside-down triangle logo with a question mark, Guess (NYSE:GES) is a global fashion brand known for its trendy clothing, accessories, and denim wear.
Guess reported revenues of $932.3 million, up 4.6% year on year, exceeding analysts’ expectations by 2.9%. Still, it was a slower quarter as it posted full-year EPS guidance missing analysts’ expectations.
Interestingly, the stock is up 4.3% since the results and currently trades at $10.52.
Credited for inventing the first pair of blue jeans in 1873, Levi's (NYSE:LEVI) is an apparel company renowned for its iconic denim products and classic American style.
Levi's reported revenues of $1.84 billion, up 12% year on year. This result beat analysts’ expectations by 6%. Aside from that, it was a mixed quarter as it also logged a solid beat of analysts’ constant currency revenue estimates but full-year EPS guidance missing analysts’ expectations.
Levi's scored the fastest revenue growth among its peers. The stock is down 26.2% since reporting and currently trades at $13.33.
Originally founded as a necktie company, Ralph Lauren (NYSE:RL) is an iconic American fashion brand known for its classic and sophisticated style.
Ralph Lauren reported revenues of $2.14 billion, up 10.8% year on year. This print surpassed analysts’ expectations by 6.5%. It was a very strong quarter as it also logged an impressive beat of analysts’ constant currency revenue and adjusted operating income estimates.
The stock is down 23.8% since reporting and currently trades at $189.80.
The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025.
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