NYSE$GES

Guess? Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Guess? reported mixed Q1 2024 results with revenue decline but exceeded expectations for revenues, operating margin, and EPS.

Guess? Inc. reported a decrease in revenue by 4% to $570 million, with a GAAP loss per share of $0.22 and an adjusted loss per share of $0.07. The company's international businesses showed strength, offsetting softness in the Americas Retail segment. Despite the revenue decrease, the company exceeded expectations for revenues, operating margin, and earnings per share.

  • Revenues decreased 4% to $570 million, or 2% in constant currency.
  • GAAP loss per share was $0.22, and adjusted loss per share was $0.07.
  • International businesses were strong, offsetting weakness in Americas Retail.
  • Company reaffirms positive outlook for fiscal year 2024 with revenue growth and strong cash flow generation.

Headline financials

Total Revenue

$570M

Previous: $593M-4.0%
EPS (adj)

-$0.07

Previous: $0.24-129.2%
Capital Expenditures

-$17.3M

Previous: -$28.7M+39.6%
Free Cash Flow

-$30M

Previous: -$83.3M+64.0%
Net Income

-$11.8M

Previous: $7.97M-248.1%
Operating Income

-$922K

Previous: $36.4M-102.5%
Gross Profit

$232M

Previous: $247M-6.1%
Cash & Equivalents

$299M

Previous: $148M+101.9%
Total Assets

$2.44B

Previous: $2.25B+8.5%
Stock-Based Comp

$4.62M

Previous: $4.05M+14.0%

Revenue & EPS history

Guess? · Revenue · Quarterly

$570M

Q1 2024-4%vs Q1 2023
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Guess? · $570M total across 5 segments · Q1 2024

  • Europe
    $280M+1.5%
  • Americas Retail
    $144M-13.8%
  • Asia
    $70.8M+25.9%
  • Americas Wholesale
    $51.4M-24.8%
  • Licensing
    $23.9M-9.5%

Forward guidance

The Company’s expectations for the second quarter and full fiscal year 2024 are as follows:

Tailwinds

  • Expects Revenue Growth between 2.0% and 4.0% in U.S. Dollars
  • Expects GAAP Operating Margins between 8.1% and 8.7%
  • Expects Adjusted Operating Margins between 8.2% and 8.8%
  • Expects GAAP EPS between $2.01 and $2.25
  • Expects Adjusted EPS between $2.60 and $2.90

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%

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