GES
Guess?, Inc.16.78
+0.01+0.06%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
875.11MP/E (TTM)
14.47Basic EPS (TTM)
1.16Dividend Yield
0.07%Recent Filings
10-Q
Q3 FY2026 results
Guess? posted Q3 revenue up 7.2% y/y to $791M, fueled by Europe wholesale and rag & bone ramp-up, though gross margin slipped 1.1 points to 42.5% on markdowns. Operating income fell 45% y/y to $23M as SG&A climbed 11% amid store costs and $6M Proposed Transaction expenses; diluted EPS swung to $0.48 from -$0.47 loss, aided by $18M derivatives gain. Cash dipped to $154M with $308M credit facility draws, yet $326M availability holds. Europe drove gains, Americas Retail lagged. Regulatory approvals pending on Authentic take-private deal.
8-K
Merger approved; Q3 revenue up 7%
Guess? stockholders approved the merger with Authentic Brands Group and rolling shareholders on November 21, 2025, clearing a key hurdle for the $16.75-per-share cash take-private deal, expected to close in Q4 fiscal 2026 pending regulatory nods. Q3 revenue hit $791M, up 7%, but GAAP operating margin slipped to 2.9% amid higher costs. Delisting looms. Risks include regulatory delays.
8-K
Proxy supplements merger vote
Guess filed supplemental proxy disclosures ahead of its November 21 special meeting to approve the August 20 merger with Authentic Brands, addressing 15 stockholder letters and two New York lawsuits alleging proxy omissions. It added advisor conflict details, valuation comps (median 4.4x LTM Adjusted EBITDA), and January projections showing FY2025 revenue $2,995M but net earnings dropping to $105M from FY2024's $174M. Antitrust clearance secured November 11; Guess deems suits meritless. Shareholder vote looms.
8-K
Guess merger antitrust cleared
Guess?, Inc. cleared a key U.S. antitrust hurdle on October 27, 2025, as the Hart-Scott-Rodino waiting period expired for its proposed merger with Authentic Brands Group LLC. The deal, announced August 20, 2025, will take Guess private upon closing, pending stockholder approval, remaining international regulatory nods, and other conditions. No closing date set yet. Investors should review the proxy statement for details.
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.
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