← G-III Apparel overview

G-III Apparel vs VF: 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.

VF Corporation (VFC)

Q3 2026
▼2▲1

VF's turnaround stalls: Vans keeps shrinking and a big earnings miss spooks investors

  • Vans is still the core problem Vans revenue fell 8-9% as wholesale buyers kept cutting orders, dragging the whole company down even while The North Face and Timberland grew. Because Vans is a huge slice of sales, its decline keeps overall revenue shrinking and makes the profit recovery slower and less certain.

    Vans weakness is the single biggest force holding VFC back across the period.

  • Guidance raised, but profit missed badly VF lifted its full-year revenue outlook to at least 2% growth and beat on sales, yet its quarterly loss per share was worse than analysts expected. Investors care more about profit than sales right now, so the miss outweighed the guidance raise and the stock fell.

    This is the central tug-of-war driving the stock: better sales versus worse profits.

  • A 22.5% share drop on the earnings miss After reporting, VF shares plunged 22.5% because earnings per share missed estimates significantly, even though revenue beat. The sell-off shows investors have little patience for profit disappointments, and it wiped out much of the stock's earlier gains.

    This is the period's biggest price-moving event and defines how investors reacted.

  • New DoorDash storefronts add a sales channel The North Face, Vans and Timberland joined DoorDash's retail marketplace across more than 350 stores, letting customers order gear for delivery in about an hour. It is a small but real new way to reach shoppers and support direct-to-consumer sales as wholesale demand stays weak.

    It is the one genuinely new positive development for VFC's distribution this period.

August 2026
▼2▲1

VF's turnaround stalls: Vans keeps shrinking and a big earnings miss spooks investors

  • Vans is still the core problem Vans revenue fell 8-9% as wholesale buyers kept cutting orders, dragging the whole company down even while The North Face and Timberland grew. Because Vans is a huge slice of sales, its decline keeps overall revenue shrinking and makes the profit recovery slower and less certain.

    Vans weakness is the single biggest force holding VFC back across the period.

  • Guidance raised, but profit missed badly VF lifted its full-year revenue outlook to at least 2% growth and beat on sales, yet its quarterly loss per share was worse than analysts expected. Investors care more about profit than sales right now, so the miss outweighed the guidance raise and the stock fell.

    This is the central tug-of-war driving the stock: better sales versus worse profits.

  • A 22.5% share drop on the earnings miss After reporting, VF shares plunged 22.5% because earnings per share missed estimates significantly, even though revenue beat. The sell-off shows investors have little patience for profit disappointments, and it wiped out much of the stock's earlier gains.

    This is the period's biggest price-moving event and defines how investors reacted.

  • New DoorDash storefronts add a sales channel The North Face, Vans and Timberland joined DoorDash's retail marketplace across more than 350 stores, letting customers order gear for delivery in about an hour. It is a small but real new way to reach shoppers and support direct-to-consumer sales as wholesale demand stays weak.

    It is the one genuinely new positive development for VFC's distribution this period.

Latest
▼2▲1

VF's turnaround stalls: Vans keeps shrinking and a big earnings miss spooks investors

  • Vans is still the core problem Vans revenue fell 8-9% as wholesale buyers kept cutting orders, dragging the whole company down even while The North Face and Timberland grew. Because Vans is a huge slice of sales, its decline keeps overall revenue shrinking and makes the profit recovery slower and less certain.

    Vans weakness is the single biggest force holding VFC back across the period.

  • Guidance raised, but profit missed badly VF lifted its full-year revenue outlook to at least 2% growth and beat on sales, yet its quarterly loss per share was worse than analysts expected. Investors care more about profit than sales right now, so the miss outweighed the guidance raise and the stock fell.

    This is the central tug-of-war driving the stock: better sales versus worse profits.

  • A 22.5% share drop on the earnings miss After reporting, VF shares plunged 22.5% because earnings per share missed estimates significantly, even though revenue beat. The sell-off shows investors have little patience for profit disappointments, and it wiped out much of the stock's earlier gains.

    This is the period's biggest price-moving event and defines how investors reacted.

  • New DoorDash storefronts add a sales channel The North Face, Vans and Timberland joined DoorDash's retail marketplace across more than 350 stores, letting customers order gear for delivery in about an hour. It is a small but real new way to reach shoppers and support direct-to-consumer sales as wholesale demand stays weak.

    It is the one genuinely new positive development for VFC's distribution this period.