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Guess?, Inc. (GES) Q3 2025 Earnings Call Transcript Summary

Futu News ·  Nov 28 10:41  · Conference Call

The following is a summary of the Guess?, Inc. (GES) Q3 2025 Earnings Call Transcript:

Financial Performance:

  • Q3 revenue reached $739 million, a 13% increase year-over-year.

  • Adjusted operating profit was $43 million, with an adjusted operating margin of 5.8%.

  • Adjusted earnings per share stood at $0.34.

  • Full year revenues are now projected to be at or slightly below $3 billion, with growth between 7% and 8%.

  • Updated full year adjusted EPS is now expected to range from $1.85 to $2.00.

Business Progress:

  • Added Rag & Bone to the portfolio, seeing double-digit sales growth.

  • Made significant marketing and advertising investments to build brand awareness.

  • Plans for further expansion of Rag & Bone through new stores, product categories, and international markets.

  • Opened new Guess Jeans stores in Europe and planning launches in Tokyo and West Hollywood.

  • Evaluating pricing strategies in North America to align with consumer sensitivity to prices.

Opportunities:

  • No explicit opportunities detected.

Risks:

  • Adjusted outlook due to softer retail sales in North America and Asia and consumer price sensitivity.

  • Freight costs and strengthening US dollar negatively affecting revenue and margins.

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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