NYSE$GES

Guess? Inc · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Revenue increased driven by rag & bone acquisition, offset by challenges in North America and Asia.

Guess?, Inc. reported a 13% increase in revenue to $739 million for Q3 2025, driven by the rag & bone acquisition and modest growth in core businesses. However, the company experienced a GAAP loss per share of $0.47, with adjusted EPS at $0.34. The company lowered its full fiscal year 2025 outlook due to persistent slow customer traffic in North America and Asia.

  • Revenues increased by 13% to $739 million, or 14% in constant currency.
  • GAAP loss per share was $0.47, while adjusted EPS was $0.34.
  • Operating margin was 5.7%, with an adjusted operating margin of 5.8%.
  • Full fiscal year 2025 outlook lowered, expecting revenue increase between 7.1% and 8.1%.

Headline financials

Total Revenue

$739M

Previous: $651M+13.4%
EPS

-$0.47

Previous: $0.49-195.9%
Total Stores

1.6K

No prior period
Capital Expenditures

-$63.6M

Previous: -$52.5M-21.1%
Free Cash Flow

-$125M

Previous: -$11.6M-979.6%
Net Income

-$23.4M

Previous: $55.7M-142.0%
Operating Income

$42.3M

Previous: $54.8M-22.8%
Gross Profit

$322M

Previous: $291M+10.5%
Cash & Equivalents

$141M

Previous: $244M-42.3%
Total Assets

$2.79B

Previous: $2.48B+12.7%
Stock-Based Comp

$4.85M

Previous: $4.88M-0.6%

Revenue & EPS history

Guess? · Revenue · Quarterly

$739M

Q3 2025+13.4%vs Q3 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 fourth quarter and full fiscal year 2025 are as follows: Expects Revenue Increase between 7.1% and 8.1% in U.S. Dollars. Expects GAAP and Adjusted Operating Margins between 6.1% and 6.4% and 6.2% and 6.5%, Respectively. Expects GAAP EPS between $0.70 and $0.82 and Adjusted EPS between $1.85 and $2.00

Tailwinds

  • Expects Revenue Increase between 7.1% and 8.1% in U.S. Dollars
  • Expects GAAP operating margin 12.2% to 13.0%
  • Expects Adjusted operating margin 12.2% to 13.0%
  • Expects GAAP diluted EPS $1.10 to $1.22
  • Expects Adjusted diluted EPS $1.37 to $1.52

Headwinds

  • Consumer sentiment
  • Slow customer traffic in North America
  • Slow customer traffic in Asia
  • Currencies
  • Freight costs and taxes

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 Q3 2025

Historical avgQ3 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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