Guess?, Inc.
17.04-0.01 (-0.06%)
Oct 29, 4:00:02 PM EDT · NYSE · GES · USD
Key Stats
Market Cap
888.67MP/E (TTM)
85.20Basic EPS (TTM)
0.20Dividend Yield
0.07%Recent Filings
10-Q
Q2 FY2026 results
Guess? posted solid Q2 revenue growth of 5.5% year-over-year to $772.9M, with product sales up 6.1% to $746.7M (derived), fueled by Europe wholesale strength and rag & bone integration, though Americas retail dipped 1.5%. Gross margin slipped 1.2 points to 42.5% on higher markdowns and mix shifts, while SG&A climbed 9.1% to 39.9% of sales amid elevated transaction costs. Operating income fell 62.1% to $18.1M, or 2.3% margin, pressured by a prior-year $13.8M asset sale gain; diluted EPS swung to $0.12 from -$0.28, reconciling to 52.1M shares. Cash edged up to $189.6M, with $268.1M debt and $350M borrowing capacity; free cash flow not disclosed in the 10-Q. The August 20 proposed take-private deal at $16.75/share with Authentic Brands adds strategic partnership potential. Yet regulatory hurdles in antitrust and foreign investment loom large.
8-K
Q2 revenues rise; take-private proposed
Guess?, Inc. reported Q2 fiscal 2026 revenues of $773 million, up 6% in U.S. dollars, fueled by 14% growth in Europe while Americas Retail dipped 1%. GAAP operating margin shrank to 2.3% amid higher expenses and markdowns, yet adjusted EPS hit $0.26. The proposed take-private deal with Authentic Brands Group offers non-rolling shareholders $16.75 per share, eyeing Q4 2026 close. Deal risks loom large.
8-K
Guess? goes private at $16.75/share
Guess?, Inc. signed a merger agreement on August 20, 2025, with Authentic Brands Group and rolling stockholders including co-founders Maurice and Paul Marciano and CEO Carlos Alberini, taking the company private for $16.75 per share in cash—a 73% premium to the unaffected March 14, 2025, close—valuing it at $1.4 billion including debt. The deal splits Guess?'s intellectual property 51% to Authentic and 49% to rolling stockholders, while management retains 100% of the operating business for continued leadership. Closing is targeted for Q4 fiscal 2026, pending stockholder and regulatory nods. Deal failure risks stock decline.
8-K
Guess? annual meeting results
Guess?, Inc. held its 2025 annual shareholder meeting on June 10, electing seven directors—Carlos Alberini, Anthony Chidoni, Christopher Lewis, Paul Marciano, Elsa Michael, Deborah Weinswig, and Alex Yemenidjian—to one-year terms amid strong support, with votes for ranging from 38.7 million to 40.4 million. Shareholders approved executive compensation in an advisory vote (35.5 million for, 5.1 million against) and ratified Ernst & Young LLP as auditors for the fiscal year ending January 31, 2026, with near-unanimous backing at 46.3 million votes. All outcomes passed decisively. This continuity bolsters board stability for ongoing operations.
10-Q
Q1 FY2026 results
Guess? posted Q1 FY2026 revenue of $647.8M, up 9.4% y/y but down 11.9% q/q (derived), fueled by 63% y/y growth in Americas Wholesale to $101.4M and rag & bone's early contributions, though Asia sales fell 20% y/y amid soft demand. Gross margin slipped to 39.9% from 41.9% y/y on unfavorable mix and higher occupancy, while SG&A edged down to 44.2% of sales, yielding an operating loss of $33.3M versus $19.9M last year; diluted EPS swung to -$0.65 from $0.23, reconciling to 51.4M shares with no anti-dilution flagged. Liquidity held at $151.2M cash against $277M debt, including $337M convertible notes due 2028, with $500M total capacity; free cash flow was -$95.3M (derived from -$73.4M operating cash and $21.9M capex). The April 2024 rag & bone close for $57.1M cash added 36 stores and $46.5M vendor liability amortized over five years, targeting synergies. Yet tariffs loom large.
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