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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

巴克萊認為G-III服裝的價格敏感消費者存在風險
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.
  • 巴克萊分析師保羅·科爾尼重申了對以下股票的同等權重評級G-III服裝集團有限公司(納斯達克：GIII)並將目標價從22美元下調至18美元。
  • 該公司第二季度每股收益為0.39美元，低於分析師一致預期的0.47美元。
  • 這家零售商以2億歐元收購了卡爾·朗格菲爾德品牌剩餘81%的股份，成為服裝和配飾品牌卡爾·朗格菲爾德品牌的唯一所有者。
  • 剔除卡爾·朗格菲爾德(Karl Langerfeld)品牌加入2H財報，分析師認為有機銷售的潛力和日益促銷的零售環境帶來的利潤率壓力。
  • 雖然GIII認為它不需要在後半部分進行推廣，但科爾尼認為，如果消費者變得越來越對價格敏感，就會面臨風險。
  • 價格行動：在週五的最後一次檢查中，GIII的股價上漲了3.61%，至18.65美元。
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