External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Guess is showing promising signs of return to profitability under new leadership</li><li>Strategic and operational changes have set the company up for long-term success</li><li>CEO has improved margins sustainably, indicating potential for long-term outperformance</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Guess is showing promising signs of return to profitability under new leadershipStrategic and operational changes have set the company up for long-term successCEO has improved margins sustainably, indicating potential for long-term outperformanceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Guess?, Inc. reported its second quarter fiscal 2025 results, demonstrating a mixed performance.</li><li>The company's revenue increased by 10% in U.S. dollars and 13% in constant currency, reaching $733 million.</li><li>This growth was primarily driven by contributions from all segments except Asia, and notably supported by the recent acquisition of rag & bone, which has been integrated smoothly.</li></ul>

Guess?, Inc. reported its second quarter fiscal 2025 results, demonstrating a mixed performance.The company's revenue increased by 10% in U.S. dollars and 13% in constant currency, reaching $733 million.This growth was primarily driven by contributions from all segments except Asia, and notably supported by the recent acquisition of rag & bone, which has been integrated smoothly.

Guess' Inc.: Are Its Enhanced Brand Awareness and Marketing Investments Paying Off? - Major Drivers

<ul><li>Guess?, Inc.'s Q1 fiscal 2025 showed a strong start to the year, with significant progress on operational, strategic, and financial objectives.</li><li>The company reported results for the first quarter exceeding expectations in revenues, operating earnings, and per share results.</li><li>Sales growth was recorded in each of their segments and gross margins expanded favorably impacting the bottom line.</li></ul>

Guess?, Inc.'s Q1 fiscal 2025 showed a strong start to the year, with significant progress on operational, strategic, and financial objectives.The company reported results for the first quarter exceeding expectations in revenues, operating earnings, and per share results.Sales growth was recorded in each of their segments and gross margins expanded favorably impacting the bottom line.

Guess? Inc.: The Rag & Bone Acquisition Can Be A Game Changer?  - Major Drivers

<ul><li>This is our special, one-time report on Guess Inc., a notable entity in the fashion industry that recently made headlines with its strategic acquisition of the New York-based fashion brand Rag & Bone.</li><li>This move signifies a significant leap towards expanding its portfolio and solidifying its presence in the highly competitive fashion sector.</li><li>The announcement was followed by a surge in the company's stock, further fueled by speculations of a possible take-private initiative.</li></ul>

This is our special, one-time report on Guess Inc., a notable entity in the fashion industry that recently made headlines with its strategic acquisition of the New York-based fashion brand Rag & Bone.This move signifies a significant leap towards expanding its portfolio and solidifying its presence in the highly competitive fashion sector.The announcement was followed by a surge in the company's stock, further fueled by speculations of a possible take-private initiative.

Guess? Inc.: Does It Have The Steam To Be Taken Private & At What Valuation? - Key Drivers

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

Over-earners are fertile hunting ground for shorts if the reasons for the margin increase are unsustainable or fraudulent.  In addition to margin sustainability, a critical judgement involves to what extent unsustainable margins are embedded in a company’s forecasts and valuations.  Here are some of the names we're seeing now.

Over-earners are fertile hunting ground for shorts if the reasons for the margin increase are unsustainable or fraudulent.  In addition to margin sustainability, a critical judgement involves to what extent unsustainable margins are embedded in a company’s forecasts and valuations.  Here are some of the names we're seeing now. 

Overearning Short Candidates: Guess?, MarineMax, Atkoe, HCA Health, Nucor

United States

Guess?, Inc. designs, markets, distributes, and licenses a collection of casual apparel, accessories, and related consumer products.  The Company's apparel for men, women, and girls are marketed under branded names.  Guess? provides full collections of denim and cotton clothing and has granted licenses to manufacture complementary products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Guess? Inc (GES US)

Guess Inc (GES) - Thursday, Aug 22, 2024

Guess is showing promising signs of return to profitability under new leadership. Strategic and operational changes have set the company up for...

Value Investors Club (VIC)

Guess' Inc.: Are Its Enhanced Brand Awareness and Marketing Investments Paying Off? - Major Drivers

Guess?, Inc. reported its second quarter fiscal 2025 results, demonstrating a mixed performance. The company's revenue increased by 10% in U.S....

Baptista Research

Guess? Inc.: The Rag & Bone Acquisition Can Be A Game Changer? - Major Drivers

Guess?, Inc.'s Q1 fiscal 2025 showed a strong start to the year, with significant progress on operational, strategic, and financial...

Baptista Research

Guess? Inc.: Does It Have The Steam To Be Taken Private & At What Valuation? - Key Drivers

This is our special, one-time report on Guess Inc., a notable entity in the fashion industry that recently made headlines with its strategic...

Baptista Research

Overearning Short Candidates: Guess?, MarineMax, Atkoe, HCA Health, Nucor

Overearners are fertile hunting ground for short candidates. We highlight several names here as well as our updated overearners model update.

Eric Fernandez, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)