NYSE$GES

Guess? Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Guess? reported Q2 2024 results with revenue increase and exceeded expectations for top line growth and delivered a significant beat in operating earnings and earnings per share.

Guess? Inc. reported a 3% increase in revenue to $665 million for the second quarter of fiscal year 2024. The company's GAAP EPS was $0.59, and adjusted EPS was $0.72. The company raises full year fiscal 2024 outlook.

  • Revenues Increased to $665 Million, Up 3% in Both U.S. Dollars and Constant Currency
  • Delivered Operating Margin of 9.7%; Adjusted Operating Margin of 9.8%
  • GAAP EPS of $0.59 and Adjusted EPS of $0.72
  • Raises Full Year Fiscal 2024 Outlook: Expects Revenue Growth between 2.5% and 4.0% in U.S. Dollars

Headline financials

Total Revenue

$665M

Previous: $643M+3.4%
EPS (adj)

$0.72

Previous: $0.39+84.6%
Capital Expenditures

-$34.8M

Previous: -$51.2M+32.1%
Free Cash Flow

$12.5M

Previous: -$49.7M+125.1%
Net Income

$39M

Previous: $24M+62.9%
Operating Income

$64.6M

Previous: $53.4M+20.9%
Gross Profit

$294M

Previous: $271M+8.9%
Cash & Equivalents

$303M

Previous: $174M+73.6%
Total Assets

$2.49B

Previous: $2.32B+7.4%
Stock-Based Comp

$5.46M

Previous: $6.63M-17.7%

Revenue & EPS history

Guess? · Revenue · Quarterly

$665M

Q2 2024+3.4%vs Q2 2023
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Guess? · $665M total across 5 segments · Q2 2024

  • Europe
    $366M+8.8%
  • Americas Retail
    $168M-7.8%
  • Asia
    $58.9M+19.4%
  • Americas Wholesale
    $43.7M-13.0%
  • Licensing
    $28M+13.1%

Forward guidance

The Company’s expectations for the third quarter and full fiscal year 2024 are as follows: Expects Revenue Growth between 2.5% and 4.0% in U.S. Dollars GAAP and Adjusted Operating Margins between 8.9% and 9.3% and 9.0% and 9.4%, Respectively Expects GAAP EPS between $2.22 and $2.37 and Adjusted EPS between $2.88 and $3.08

Tailwinds

  • Consolidated net revenue in U.S. dollars increase between 2.5% and 4.0%
  • GAAP operating margin 8.9% to 9.3%
  • Adjusted operating margin 9.0% to 9.4%
  • GAAP diluted EPS $2.22 to $2.37
  • Adjusted diluted EPS $2.88 to $3.08

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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