Investment Thesis
G-III Apparel Group Ltd. (GIII) has recently sold off, leaving a compelling investment opportunity for a patient value investor. The company has a number of catalysts and we see 47% upside. The firm has been able to navigate tariff pressure. GIII has a healthy wholesale business, which has more than offset weakness in the retail environment. GIII has a strong partnership with some of the largest global retail apparel brands and is benefiting immensely from them. It’s GIII’s competitive advantage in this tough retail environment. New product lines with these brands,