财务数据和关键指标变化 - 2023财年全年销售额为32.3亿美元,同比增长17% [4] - 2023财年全年非GAAP每股收益为2.85美元,上年为4.20美元 [4] - 2023年第四季度销售额为8.54亿美元,同比增长14% [4] - 2023年第四季度非GAAP每股收益为0.41美元,上年为1.06美元 [4] 各条业务线数据和关键指标变化 - 批发业务销售额增长14%至8.22亿美元 [6] - 零售业务销售额为4900万美元,上年为4500万美元 [6] - 毛利率为33%,上年为33.7% [6] - 批发业务毛利率为31.4%,上年为31.9% [6] - 零售业务毛利率为45.8%,上年为51.3% [6] 各个市场数据和关键指标变化 - 国际市场方面,DKNY国际销售增长高个位数,占总销售超过30% [27] - 计划在未来一年在欧洲开设约25家DKNY独立门店 [27] - Vilebrequin和Karl Lagerfeld欧洲业务实现强劲增长 [27] 公司战略和发展方向及行业竞争 - 公司正在积极拓展自有品牌业务,如DKNY、Donna Karan和Karl Lagerfeld [4][27] - 收购Nautica品牌,计划从牛仔服装等类别开始,并逐步拓展到更多品类 [9][21] - 正在重新定位和大幅扩张Donna Karan品牌,预计未来3-4年内销售额可达5亿美元 [21][26] - 公司有信心未来Donna Karan品牌销售额可达10亿美元 [21] - 公司正在积极拓展数字化和全渠道业务,电商销售增长约15% [27] 管理层对经营环境和未来前景的评论 - 2023财年第一季度业绩将受到上年同期强劲需求的高基数影响 [4][21] - 公司正在调整产品类别组合,计划大幅减少运动服和牛仔服类别的销售 [4] - 预计2024财年全年销售额将与上年持平,非GAAP每股收益为2.55-2.65美元 [6] - 2024财年前半年业绩将较为保守,下半年有望恢复正常增长 [4][21] - 公司有信心未来几年实现持续盈利增长 [32] 问答环节重要的提问和回答 问题1 **Edward Yruma 提问** 对于新收购的Nautica品牌,公司如何看待其相对于Calvin Klein和Tommy Hilfiger的定位和发展潜力 [9] **Morris Goldfarb 回答** Nautica目前是Authentic集团的重要品牌之一,我们将主要聚焦在女装品类上,这是其发展的机会所在。我们有信心凭借自身在设计、采购和渠道方面的优势,能够成功发展Nautica品牌 [10] 问题2 **Paul Kearney 提问** 公司在第四季度提前发货的销售额规模有多大,以及库存去化的时间节点 [15][16] **Morris Goldfarb 和 Neal Nackman 回答** 第四季度提前发货的销售额规模较大,约占第四季度销售增长的较大部分。公司预计到第三季度末能够将库存水平恢复到正常水平 [16][17] 问题3 **Mauricio Serna 提问** 公司对Donna Karan品牌的发展目标和时间节点是什么 [21][26] **Morris Goldfarb 回答** 公司计划在未来3-4年内将Donna Karan品牌的销售额提升至5亿美元,长期目标是将其打造成10亿美元的大品牌。公司对Donna Karan品牌的发展前景充满信心 [21][26]

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q2 2023 Earnings Conference Call September 7, 2022 8:30 AM ET Company Participants Neal Nackman - Chief Financial Officer and Treasurer Morris Goldfarb - Chairman and Chief Executive Officer Conference Call Participants Edward Yruma - Piper Sandler Will Gartner - Wells Fargo Jay Sole - UBS Paul Kearney - Barclays Noah Zatzkin - KeyBanc Capital Markets Operator Good day and thank you for standing by. Welcome to the G-III Apparel Group Second Quarter Fiscal 2023 Earning ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q1 2023 Earnings Conference Call June 7, 2022 8:30 AM ET Company Participants Neal Nackman – Chief Financial Officer and Treasurer Morris Goldfarb – Chairman and Chief Executive Officer Conference Call Participants Alec Legg – B. Riley Mauricio Serna – UBS Dana Telsey – Telsey Advisory Group Operator Ladies and gentlemen, thank you for standing by, and welcome to the G-III Apparel Group First Quarter Fiscal 2023 Earnings Call. At this time, all participants are in a l ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q3 2022 Earnings Conference Call December 1, 2021 8:30 AM ET Company Participants Neal Nackman - Chief Financial Officer Morris Goldfarb - Chairman of the Board and Chief Executive Officer Conference Call Participants Edward Yruma - KeyBanc Capital Markets Erinn Murphy - Piper Sandler Susan Anderson - B. Riley FBR, Inc. Jay Sole - UBS Dana Telsey - Telsey Advisory Group Steven Marotta - C.L. King & Associates Operator Good day and thank you for standing by. Welcome to ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q2 2021 Earnings Conference Call September 2, 2021 8:30 AM ET Company Participants Neal S. Nackman - CFO Morris Goldfarb - Chairman and CEO Sammy Aaron - Vice Chairman and President Wayne S. Miller - COO Jeffrey Goldfarb - EVP Priya Trivedi - VP, IR Conference Call Participants Edward Yruma - KeyBanc Erinn Murphy - Piper Sandler Susan Anderson - B. Riley Jay Sole - UBS Operator Ladies and gentlemen, thank you for standing by and welcome to the G-III Apparel Group Seco ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q1 2022 Results Conference Call June 7, 2021 8:30 AM ET Company Participants Neal Nackman - Chief Financial Officer Morris Goldfarb - Chairman and Chief Executive Officer Sammy Aaron - Vice Chairman and President Wayne Miller - Chief Operating Officer Jeff Goldfarb - Executive Vice President Priya Trivedi - Vice President of Investor Relations Conference Call Participants Edward Yruma - KeyBanc Erinn Murphy - Piper Sandler Susan Anderson - B. Riley Jim Duffy - Stifel ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q3 2021 Earnings Conference Call December 8, 2020 8:30 AM ET Company Participants Neal Nackman - Chief Financial Officer & Treasurer Morris Goldfarb - Chairman & Chief Executive Officer Conference Call Participants Edward Yruma - KeyBanc Capital Markets, Inc. Erinn Murphy - Piper Sandler & Co. Heather Balsky - Bank of America Jim Duffy - Stifel, Nicolaus & Co., Inc. Jay Sole - UBS Susan Anderson - B. Riley FBR, Inc. Steve Marotta - C.L. King & Associates Dana Telsey - ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q1 2021 Earnings Conference Call June 4, 2020 8:30 AM ET Corporate Participants Morris Goldfarb - Chairman and Chief Executive Officer Neal Nackman - Chief Financial Officer Conference Call participants Edward Yruma - KeyBanc Capital Markets Erinn Murphy - Piper Sandler Matt Gulmi - Wells Fargo Rick Patel - Needham & Co Heather Balsky - BofA Krista Zuber - Cowen Dana Telsey - Telsey Advisory Group Adrienne Yih - Barclays Steve Marotta - CL King Susan Anderson - B. Ril ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q3 2020 Earnings Conference Call December 4, 2019 8:30 AM ET Company Representatives | --- | --- | |------------------------------------------------------|-------| | | | | Morris Goldfarb - Chairman, Chief Executive Officer | | | Sammy Aaron - Vice Chairman, President | | | Wayne Miller - Chief Operating Officer | | | Neal Nackman - Chief Financial Officer | | | Jeff Goldfarb - Executive Vice President | | | Priya Trivedi - Vice President of Investor Relations | | | C ...

G-III Apparel Group, Ltd. (NasdaqGS: GIII) Q2 2020 Earnings Conference Call September 5, 2019 8:30 AM ET Company Participants Morris Goldfarb - Chief Executive Officer and Chairman Neal Nackman - Chief Financial Officer Conference Call Participants Edward Yruma - KeyBanc Capital Markets Erinn Murphy - Piper Jaffray John Kernan - Cowen & Company Rick Patel - Needham & Company Dana Telsey - Telsey Advisory Group Heather Balsky - Bank of America Peter McGoldrick - Stifel Susan Anderson - B. Riley FBR Operator ...