NOTE 7 — INTANGIBLE ASSETS

Intangible assets consist of:

January 31, 2026

  ​ ​ ​

Estimated Life

  ​ ​ ​

Gross Carrying Amount

  ​ ​ ​

Accumulated Amortization

Net Carrying Amount

(In thousands)

Finite-lived intangible assets

Licenses

14 years

$

19,571

$

(19,271)

$

300

Customer relationships

15-17 years

53,019

(31,995)

21,024

Other

5-10 years

6,441

(2,201)

4,240

Total finite-lived intangible assets

$

79,031

$

(53,467)

$

25,564

Indefinite-lived intangible assets

Trademarks

638,909

Total indefinite-lived intangible assets

638,909

Total intangible assets, net

$

664,473

January 31, 2025

  ​ ​ ​

Estimated Life

  ​ ​ ​

Gross Carrying Amount

  ​ ​ ​

Accumulated Amortization

Net Carrying Amount

(In thousands)

Finite-lived intangible assets

Licenses

14 years

$

18,765

$

(18,057)

$

708

Customer relationships

15-17 years

52,198

(28,601)

23,597

Other

5-10 years

5,833

(3,045)

2,788

Total finite-lived intangible assets

$

76,796

$

(49,703)

$

27,093

Indefinite-lived intangible assets

Trademarks

608,913

Total indefinite-lived intangible assets

608,913

Total intangible assets, net

$

636,006

Amortization expense

Amortization expense with respect to finite-lived intangibles amounted to $4.2 million, $5.2 million and $5.4 million for the years ended January 31, 2026, 2025 and 2024, respectively.

The estimated amortization expense with respect to intangibles for the next five years is as follows:

Year Ending January 31,

  ​ ​ ​

Amortization Expense

(In thousands)

2027

$

4,730

2028

4,312

2029

3,423

2030

3,387

2031

2,767

Intangible assets with finite lives are amortized over their estimated useful lives and measured for impairment when events or circumstances indicate that the carrying value may be impaired.

Impairment

The Company reviews and tests its intangible assets with indefinite lives for impairment at least annually, or more frequently if events or changes in circumstances indicate that the carrying amount of such assets may be impaired. The Company performs its annual test for intangible assets with indefinite lives as of January 31 of each year using a qualitative evaluation or a quantitative test using a relief from royalty method, another form of the income approach. The relief from royalty method requires assumptions regarding industry economic factors and future profitability.

Fiscal 2026 Annual Indefinite-Lived Intangible Assets Impairment Test

The Company performed its annual test of its indefinite-lived trademarks as of January 31, 2026 using a quantitative impairment test using a relief from royalty method. The Company’s fiscal 2026 testing determined that the fair value of each of its most significant indefinite-lived intangible assets substantially exceeded its carrying value and, therefore, there were no impairments identified as of January 31, 2026 as a result of these tests.

Fiscal 2025 Annual Indefinite-Lived Intangible Assets Impairment Test

The Company performed its annual test of its indefinite-lived trademarks as of January 31, 2025 using a qualitative evaluation or a quantitative impairment test using a relief from royalty method. The Company’s fiscal 2025 testing determined that the fair value of each of its indefinite-lived intangible assets substantially exceeded its carrying value except for its Sonia Rykiel trademark. As a result of the fiscal 2025 annual impairment test, the Company recorded a $7.4 million non-cash impairment charge during its fourth quarter of fiscal 2025 to fully impair the carrying value of its Sonia Rykiel trademark, which was included in asset impairments in the Company’s consolidated statements of operations and comprehensive income. This impairment charge was recorded to the Company’s wholesale operations segment.

Fiscal 2024 Annual Indefinite-Lived Intangible Assets Impairment Test

The Company performed its annual test of its indefinite-lived trademarks as of January 31, 2024 using a qualitative evaluation or a quantitative impairment test using a relief from royalty method. The Company’s fiscal 2024 testing determined that the fair value of each of its indefinite-lived intangible assets substantially exceeded its carrying value except for its Sonia Rykiel trademark. As a result of the fiscal 2024 annual impairment test, the Company recorded a $5.9 million non-cash impairment charge during its fourth quarter of fiscal 2024 to partially impair the carrying value of its Sonia Rykiel trademark, which was included in asset impairments in the Company’s consolidated statements of operations and comprehensive income. This impairment charge was recorded to the Company’s wholesale operations segment.

The Company’s indefinite-lived trademark balance is primarily composed of the Donna Karan/DKNY trademarks that were acquired in fiscal 2017 and the Karl Lagerfeld trademark that was acquired in fiscal 2023.

The fair value of the Company’s indefinite-lived intangible assets are considered a Level 3 valuation in the fair value hierarchy.

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Historical Timeline

Fiscal YearFiled
2026Mar 24, 2026Showing above
2025Mar 24, 2025
2024Mar 25, 2024
2023Mar 27, 2023
2022Mar 28, 2022
2021Mar 26, 2021

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.