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Barclays Sees Risks From Price Sensitive Consumers For G-III Apparel

Barclays Sees Risks From Price Sensitive Consumers For G-III Apparel

巴克莱认为G-III服装的价格敏感消费者存在风险
Benzinga Real-time News ·  2022/09/09 14:54
  • Barclays analyst Paul Kearney has reiterated an Equal Weight rating on the shares of G-III Apparel Group Ltd (NASDAQ:GIII) and reduced the price target from $22 to $18.
  • The company's second-quarter EPS of $0.39 missed the analyst consensus of $0.47.
  • The retailer became the sole owner of clothing and accessories brand Karl Langerfeld brand by acquiring the remaining 81% stake for €200 million.
  • Excluding the addition of Karl Langerfeld brand into 2H results, the analyst sees the potential for organic sales and margin pressure from an increasingly promotional retail environment.
  • While GIII does not believe it needs to promote in the back half, Kearney sees risks should consumers become increasingly price sensitive.
  • Price Action: GIII shares are trading higher by 3.61% at $18.65 on the last check Friday.
  • 巴克莱分析师保罗·科尔尼重申了对以下股票的同等权重评级G-III服装集团有限公司(纳斯达克：GIII)并将目标价从22美元下调至18美元。
  • 该公司第二季度每股收益为0.39美元，低于分析师一致预期的0.47美元。
  • 这家零售商以2亿欧元收购了卡尔·朗格菲尔德品牌剩余81%的股份，成为服装和配饰品牌卡尔·朗格菲尔德品牌的唯一所有者。
  • 剔除卡尔·朗格菲尔德(Karl Langerfeld)品牌加入2H财报，分析师认为有机销售的潜力和日益促销的零售环境带来的利润率压力。
  • 虽然GIII认为它不需要在后半部分进行推广，但科尔尼认为，如果消费者变得越来越对价格敏感，就会面临风险。
  • 价格行动：在周五的最后一次检查中，GIII的股价上涨了3.61%，至18.65美元。
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