NYSE$GES

Guess? Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

First quarter fiscal year 2023 results reported with revenue up 14% and adjusted EPS of $0.24.

Guess?, Inc. reported strong first quarter results, exceeding expectations for revenue and operating performance. Revenues increased by 14% in U.S. dollars and 21% in constant currency. The company delivered strong gross margin performance and leveraged expenses effectively, contributing to an expansion in operating margin and a significant increase in earnings from operations compared to the prior year.

  • Revenues reached $593 million, up 14% in U.S. Dollars and 21% in Constant Currency compared to Q1 Fiscal 2022.
  • Operating Margin was 6.1%; Adjusted Operating Margin was 7.0%.
  • EPS was $0.12 and Adjusted EPS was $0.24.
  • The company entered into a $175 million accelerated share repurchase arrangement.

Headline financials

Total Revenue

$593M

Previous: $520M+14.1%
EPS (adj)

$0.24

Previous: $0.21+14.3%
Capital Expenditures

-$28.7M

Previous: -$9.14M-214.5%
Free Cash Flow

-$83.3M

Previous: -$62.8M-32.7%
Net Income

$7.97M

Previous: $12M-33.6%
Operating Income

$36.4M

Previous: $26.6M+36.9%
Gross Profit

$247M

Previous: $212M+16.8%
Cash & Equivalents

$148M

Previous: $395M-62.6%
Total Assets

$2.25B

Previous: $2.38B-5.4%
Stock-Based Comp

$4.05M

Previous: $4.06M-0.2%

Revenue & EPS history

Guess? · Revenue · Quarterly

$593M

Q1 2023+14.1%vs Q1 2022
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Guess? · $593M total across 5 segments · Q1 2023

  • Europe
    $276M+14.1%
  • Americas Retail
    $166M+7.0%
  • Americas Wholesale
    $68.4M+50.5%
  • Asia
    $56.2M+1.0%
  • Licensing
    $26.4M+22.6%

Forward guidance

For the second quarter of fiscal 2023, the company expects revenues to be up around 1% in U.S. dollars (8% in constant currency) versus the second quarter of fiscal 2022 and operating margin to reach approximately 7.5%. For the full fiscal year 2023, the company expects revenues to be up around 4% in U.S. dollars (10% in constant currency) versus fiscal 2022 and GAAP and adjusted operating margins to reach approximately 10.1% and 10.3%, respectively.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

+2.5%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-1.5%

Avg return

30 days after

54%

36 / 67 earnings

Positive

+39.0%

Q4 2020

Best reaction

-32.3%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+0.2%+0.2%-1.7%
Q2 2026+0.2%+0.2%-0.8%
Q1 2026+8.8%+11.1%+16.8%
Q4 2025+9.8%-13.7%+13.5%
Q3 2025-9.1%-9.2%-23.0%
Q2 2025-3.3%-2.3%-5.3%
Q1 2025-0.6%-1.6%-12.9%
Q4 2024+24.5%+17.8%+1.9%
Q3 2024-13.8%
Q2 2024+26.9%
Q1 2024+7.4%
Q4 2023-2.5%
Q3 2023+2.7%
Q2 2023-2.3%
Q1 2023+20.4%
Q4 2022+15.6%
Q3 2022+6.3%
Q2 2022-2.1%
Q1 2022-1.7%
Q4 2021+5.9%
Q3 2021+14.7%
Q2 2021+11.2%
Q1 2021-32.3%
Q4 2020+39.0%
Q3 2020+5.9%
Q2 2020+29.4%
Q1 2020-9.4%
Q4 2019-14.3%
Q3 2019+4.4%
Q2 2019+4.6%
Q1 2019-20.3%
Q4 2018+32.9%
Q3 2018-12.1%
Q2 2018+20.1%
Q1 2018+13.4%
Q4 2017-10.3%
Q3 2017-11.6%
Q2 2017+14.5%
Q1 2017-3.9%
Q4 2016-15.9%
Q3 2016+9.0%
Q2 2016+12.0%
Q1 2016+8.7%
Q4 2015+13.2%
Q3 2015-8.3%
Q2 2015-9.5%
Q1 2015-3.6%
Q4 2014-5.1%
Q3 2014-3.7%
Q2 2014+13.2%
Q1 2014+9.0%
Q4 2013-6.5%
Q3 2013+7.4%
Q2 2013-21.6%
Q1 2013+0.2%
Q4 2012-1.0%
Q3 2012-2.5%
Q1 2011+1.6%
Q2 2012+1.6%
Q1 2012-0.8%
Q4 2009-0.5%
Q4 2011-0.5%
Q3 2011-1.3%
Q3 2010-1.3%
Q2 2011+0.5%
Q4 2010+0.5%
Q2 2010+0.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro