NYSE$GES

Guess? Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Guess? reported first quarter fiscal year 2025 results with revenue increase and mixed performance across segments.

Guess?, Inc. reported a 4% increase in revenue to $592 million, driven by Licensing and Americas wholesale businesses. GAAP EPS was $0.23, while adjusted loss per share was $0.27. The company updates full fiscal year 2025 outlook with revenue increase between 10.7% and 12.7%.

  • Revenues increased to $592 million, up 4% in U.S. dollars and 7% in constant currency.
  • GAAP EPS was $0.23 and adjusted loss per share of $0.27.
  • The company delivered an operating margin of (3.4%) and an adjusted operating margin of (1.3%).
  • Full fiscal year 2025 outlook expects revenue increase between 10.7% and 12.7% in U.S. dollars.

Headline financials

Total Revenue

$592M

Previous: $570M+3.9%
EPS

$0.23

Previous: -$0.07+428.6%
Total Stores

1.0K

No prior period
Capital Expenditures

-$21.1M

Previous: -$17.3M-21.6%
Free Cash Flow

-$44M

Previous: -$30M-46.7%
Net Income

$13M

Previous: -$11.8M+210.3%
Operating Income

-$19.9M

Previous: -$922K-2057.0%
Gross Profit

$248M

Previous: $232M+6.9%
Cash & Equivalents

$242M

Previous: $299M-19.1%
Total Assets

$2.75B

Previous: $2.44B+12.6%
Stock-Based Comp

$4.69M

Previous: $4.62M+1.5%

Revenue & EPS history

Guess? · Revenue · Quarterly

$592M

Q1 2025+3.9%vs Q1 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Guess? · $651M total across 5 segments · Q3 2024

  • Europe
    $344M+6.4%
  • Americas Retail
    $154M-7.1%
  • Asia
    $64.5M+2.2%
  • Americas Wholesale
    $55.3M+4.0%
  • Licensing
    $33M+19.1%

Forward guidance

The Company’s expectations for the second quarter and full fiscal year 2025 are as follows:

Tailwinds

  • Consolidated net revenue in U.S. dollars increase between 9.0% and 11.0% for the second quarter of fiscal 2025.
  • Consolidated net revenue in U.S. dollars increase between 10.7% and 12.7% for the full fiscal year 2025.
  • GAAP operating margin 5.3% to 6.1% for the second quarter of fiscal 2025.
  • GAAP operating margin 7.3% to 8.1% for the full fiscal year 2025.
  • Adjusted operating margin 5.3% to 6.1% for the second quarter of fiscal 2025.

Headwinds

  • Adjusted operating margin 7.7% to 8.5% for the full fiscal year 2025.
  • GAAP diluted EPS $0.33 to $0.40 for the second quarter of fiscal 2025.
  • GAAP diluted EPS $2.59 to $2.89 for the full fiscal year 2025.
  • Adjusted diluted EPS $0.38 to $0.47 for the second quarter of fiscal 2025.
  • Adjusted diluted EPS $2.62 to $3.00 for the full fiscal year 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+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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