← G-III Apparel overview

G-III Apparel vs Amer Sports: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

G-III Apparel Group Ltd (GIII)

Q3 2026
▲3

G-III beats profit, misses sales, buys Marc Jacobs, raises guidance

  • Q2 profit beat but sales miss G-III earned more per share than expected and gross margin jumped to 45.2%, but revenue of $554 million fell short of the $570 million consensus, and the stock dropped 11.5%. The sales decline came from losing the Calvin Klein and Tommy Hilfiger licenses.

    This is the core quarterly result that set off the period's sharp share-price drop and frames the whole period.

  • Marc Jacobs acquisition completed G-III closed its roughly $925 million purchase of Marc Jacobs from LVMH. Management sees a path to $1 billion in annual sales, with handbags, small leather goods and accessories leading, and expects the brand to add to profit after this fiscal year.

    The deal is the biggest strategic change of the period and the main reason investors see future growth beyond lost licenses.

  • Donna Karan brand surges Donna Karan sales rose more than 45% from a year earlier, helped by strong online traffic, higher conversion, a standout dress business, double-digit handbag growth, and more footwear doors at Nordstrom, Macy's and Dillard's. This shows G-III's own brands can replace lost licensed labels.

    It is the clearest evidence that G-III's remaining brands are growing fast enough to offset the license losses.

  • Full-year profit guidance raised G-III lifted its fiscal 2027 adjusted earnings guidance to $2.20-$2.30 per share while keeping sales near $2.71 billion. The raised profit outlook, plus about $530 million in cash and $1 billion in available liquidity, supports the stock despite weak revenue.

    Guidance is what investors use to value the company, and the raise is the period's main positive counterweight to the sales miss.

September 2026
▲3

G-III beats profit, misses sales, buys Marc Jacobs, raises guidance

  • Q2 profit beat but sales miss G-III earned more per share than expected and gross margin jumped to 45.2%, but revenue of $554 million fell short of the $570 million consensus, and the stock dropped 11.5%. The sales decline came from losing the Calvin Klein and Tommy Hilfiger licenses.

    This is the core quarterly result that set off the period's sharp share-price drop and frames the whole period.

  • Marc Jacobs acquisition completed G-III closed its roughly $925 million purchase of Marc Jacobs from LVMH. Management sees a path to $1 billion in annual sales, with handbags, small leather goods and accessories leading, and expects the brand to add to profit after this fiscal year.

    The deal is the biggest strategic change of the period and the main reason investors see future growth beyond lost licenses.

  • Donna Karan brand surges Donna Karan sales rose more than 45% from a year earlier, helped by strong online traffic, higher conversion, a standout dress business, double-digit handbag growth, and more footwear doors at Nordstrom, Macy's and Dillard's. This shows G-III's own brands can replace lost licensed labels.

    It is the clearest evidence that G-III's remaining brands are growing fast enough to offset the license losses.

  • Full-year profit guidance raised G-III lifted its fiscal 2027 adjusted earnings guidance to $2.20-$2.30 per share while keeping sales near $2.71 billion. The raised profit outlook, plus about $530 million in cash and $1 billion in available liquidity, supports the stock despite weak revenue.

    Guidance is what investors use to value the company, and the raise is the period's main positive counterweight to the sales miss.

Latest
▲3

G-III beats profit, misses sales, buys Marc Jacobs, raises guidance

  • Q2 profit beat but sales miss G-III earned more per share than expected and gross margin jumped to 45.2%, but revenue of $554 million fell short of the $570 million consensus, and the stock dropped 11.5%. The sales decline came from losing the Calvin Klein and Tommy Hilfiger licenses.

    This is the core quarterly result that set off the period's sharp share-price drop and frames the whole period.

  • Marc Jacobs acquisition completed G-III closed its roughly $925 million purchase of Marc Jacobs from LVMH. Management sees a path to $1 billion in annual sales, with handbags, small leather goods and accessories leading, and expects the brand to add to profit after this fiscal year.

    The deal is the biggest strategic change of the period and the main reason investors see future growth beyond lost licenses.

  • Donna Karan brand surges Donna Karan sales rose more than 45% from a year earlier, helped by strong online traffic, higher conversion, a standout dress business, double-digit handbag growth, and more footwear doors at Nordstrom, Macy's and Dillard's. This shows G-III's own brands can replace lost licensed labels.

    It is the clearest evidence that G-III's remaining brands are growing fast enough to offset the license losses.

  • Full-year profit guidance raised G-III lifted its fiscal 2027 adjusted earnings guidance to $2.20-$2.30 per share while keeping sales near $2.71 billion. The raised profit outlook, plus about $530 million in cash and $1 billion in available liquidity, supports the stock despite weak revenue.

    Guidance is what investors use to value the company, and the raise is the period's main positive counterweight to the sales miss.

Amer Sports, Inc. (AS)

Q3 2026
▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

  • Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.

    This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.

  • All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.

    Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.

  • Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.

    This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.

  • One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.

    This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.

September 2026
▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

  • Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.

    This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.

  • All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.

    Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.

  • Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.

    This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.

  • One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.

    This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.

Latest
▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

  • Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.

    This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.

  • All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.

    Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.

  • Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.

    This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.

  • One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.

    This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.