Guess?, Inc.

NYSE:GES Aktierapport

Börsvärde: US$879.3m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Guess? Förvaltning

Förvaltning kriterier kontrolleras 3/4

Guess? VD är Carlos Alberini, utsedd i Feb 2019, har en mandatperiod på 6.92 år. totala årliga ersättningen är $ 9.36M, bestående av 12.8% lön 87.2% bonusar, inklusive företagsaktier och optioner. äger direkt 2.73% av företagets aktier, värda $ 24.00M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.8 år respektive 7.3 år.

Viktig information

Carlos Alberini

Verkställande direktör

US$9.4m

Total ersättning

VD-lön i procent12.82%
Anställning som VD6.9yrs
Ägande av VD2.7%
Ledningens genomsnittliga anställningstid2.8yrs
Styrelsens genomsnittliga mandatperiod7.3yrs

Senaste uppdateringar av ledningen

Recent updates

Seeking Alpha Aug 21

Guess? Is Being Undervalued With This Purchase

Summary Guess? is being taken private at $16.75/share, a 73% premium to March 14th, but still undervalued relative to peers. Despite revenue growth, profitability and cash flow have deteriorated, making the buyout price seem inadequate but understandable. Management's optimistic outlook for 2026 includes profit improvement initiatives, but the buyout leaves little upside for current shareholders. Given the slim chance of a superior offer and minimal near-term return, I downgrade GES stock to 'sell' despite its undervaluation. Read the full article on Seeking Alpha
Seeking Alpha Mar 14

Guess: U.S. Weakness Weighs Too Much On Valuation

Summary Guess?, Inc.'s US retail performance is weakening as the company's brand image seems to be deteriorating. The brand remains healthy in Guess's larger European market, and further, licensing and Americas wholesale still generate healthy earnings, stabilizing Guess's outlook. Guess could have a weak short-term outlook due to consumer weakness, causing slight concern for the upcoming Q4 report. As GES stock has continued to decline, Guess's stock has become incredibly cheap. While risky, I believe that the stock has a good risk-to-reward. Read the full article on Seeking Alpha
Analysartikel Feb 26

Guess? (NYSE:GES) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysartikel Feb 07

Improved Earnings Required Before Guess?, Inc. (NYSE:GES) Shares Find Their Feet

Guess?, Inc.'s ( NYSE:GES ) price-to-earnings (or "P/E") ratio of 6.8x might make it look like a strong buy right now...
Seeking Alpha Dec 23

Guess: Business Deteriorates, And The Stock Price Is Not An Opportunity Yet

Summary Guess reported disappointing 3Q25 results with poor North American sales and a second guidance cut, leading to a 20% stock drop. Margins are down 310 bps for the year, and the company plans more promotions, likely further damaging margins. Despite low valuation multiples, deteriorating North American sales and ineffective product strategies make GES a risky investment. Until sales show sequential recovery, I maintain a Hold rating on Guess due to ongoing operational challenges and margin pressures. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

Guess Q3: Weakness In America And Asia Appears Structural

Summary Guess shares have underperformed, dropping 20% in the past year and another 10% after disappointing Q3 results, highlighting ongoing struggles in the US and Asia. Despite strong European sales, Guess faces margin pressure due to high inventories and markdowns, leading to a reduced operating margin and earnings. Management's repeated guidance cuts and over-ordering issues indicate a lack of control over business dynamics, raising concerns about future performance. While the balance sheet remains solid and the dividend is likely safe, I maintain a "hold" rating, with a potential sell if shares rebound to $18. Read the full article on Seeking Alpha
Analysartikel Oct 24

Guess?, Inc.'s (NYSE:GES) Price Is Right But Growth Is Lacking

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Analysartikel Sep 01

Guess? (NYSE:GES) Has Announced A Dividend Of $0.30

Guess?, Inc.'s ( NYSE:GES ) investors are due to receive a payment of $0.30 per share on 27th of September. This means...
Seeking Alpha Aug 30

Guess: Comparables Are Deteriorating, And I'm Returning The Stock To The Too Hard Pile (Rating Downgrade)

Summary Guess's Q2 2024 results show top-line growth but suffer from declining comparable retail sales and shrinking margins due to increased marketing investments. Despite challenges in the Americas, Europe's modest growth and strong wholesale environment provide some optimism, though product issues remain a concern. Given the uncertain future and potential management concerns, I am downgrading Guess to a Hold and moving it to the "too hard" pile. Read the full article on Seeking Alpha
Analysartikel Aug 21

Guess?, Inc.'s (NYSE:GES) Intrinsic Value Is Potentially 67% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Guess? fair value estimate is US$34.95 Current share price of...
Seeking Alpha Aug 08

Guess Offers Strong Earnings, Potential Dividend Growth

Summary Guess has evolved from a mall-based retailer to an international brand with a focus on returning value to shareholders. The company faces risks from global market uncertainties, competitive industry, and reliance on shopping malls for sales. Guess offers a reasonable dividend yield, solid earnings, and potential for growth, making it a potential value play for investors. Read the full article on Seeking Alpha
Analysartikel Jul 12

Earnings Working Against Guess?, Inc.'s (NYSE:GES) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Analysartikel Jun 19

Is Now An Opportune Moment To Examine Guess?, Inc. (NYSE:GES)?

Guess?, Inc. ( NYSE:GES ), is not the largest company out there, but it saw significant share price movement during...
Seeking Alpha Jun 04

Guess Is Conservatively Valued And An Opportunity Post Q1 2025 Earnings

Summary Guess? reported mixed 1Q25 results, with sales up but not organically, and operational losses. The company's valuation and operations have not changed substantially, trading at opportunistic multiples. GES faces risks of leverage and economic volatility, but its quality characteristics make it a buy at current or lower prices. Read the full article on Seeking Alpha
Analysartikel Jun 03

Guess? (NYSE:GES) Has Announced A Dividend Of $0.30

Guess?, Inc. ( NYSE:GES ) will pay a dividend of $0.30 on the 28th of June. Based on this payment, the dividend yield...
Seeking Alpha May 27

Guess: In The Sweet Spot

Summary The consumer discretionary sector is facing troubles in 2024. Guess? stands out as it broke to new 10-year highs in April, indicating relative strength. The long-term fundamentals look solid, and the near-term dip could be a buying opportunity. Read the full article on Seeking Alpha
Analysartikel May 22

With EPS Growth And More, Guess? (NYSE:GES) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysartikel Apr 24

Guess? (NYSE:GES) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysartikel Mar 31

We Think Guess?'s (NYSE:GES) Robust Earnings Are Conservative

When companies post strong earnings, the stock generally performs well, just like Guess?, Inc.'s ( NYSE:GES ) stock has...
Analysartikel Mar 22

Is Guess?, Inc. (NYSE:GES) Trading At A 30% Discount?

Key Insights The projected fair value for Guess? is US$44.43 based on 2 Stage Free Cash Flow to Equity Guess? is...
Seeking Alpha Mar 13

Guess: Luxury Strategy Paying Off, Stock Is A Buy At Lower Prices

Summary Guess? has repositioned itself towards affordable luxury and recovered margins under new management. The company has implemented cost-cutting measures and improved operational efficiencies. Guess? has potential for sustained profitability and its current stock price is considered fair, with limited organic growth prospects. At lower prices, it could become an opportunity. Read the full article on Seeking Alpha
Analysartikel Feb 27

Guess?, Inc.'s (NYSE:GES) Business And Shares Still Trailing The Market

With a price-to-earnings (or "P/E") ratio of 7.7x Guess?, Inc. ( NYSE:GES ) may be sending very bullish signals at the...

Analys av ersättningar till VD

Hur har Carlos Alberini:s ersättning förändrats jämfört med Guess?:s resultat?
DatumTotal ersättningLönFöretagets resultat
Nov 01 2025n/an/a

US$80m

Aug 02 2025n/an/a

US$30m

May 03 2025n/an/a

US$14m

Feb 01 2025US$9mUS$1m

US$60m

Nov 02 2024n/an/a

US$92m

Aug 03 2024n/an/a

US$171m

May 04 2024n/an/a

US$221m

Feb 03 2024US$8mUS$1m

US$196m

Oct 28 2023n/an/a

US$177m

Jul 29 2023n/an/a

US$143m

Apr 29 2023n/an/a

US$128m

Jan 28 2023n/an/a

US$148m

Oct 29 2022n/an/a

US$121m

Jul 30 2022n/an/a

US$129m

Apr 30 2022n/an/a

US$166m

Jan 29 2022US$16mUS$1m

US$170m

Oct 30 2021n/an/a

US$172m

Jul 31 2021n/an/a

US$169m

May 01 2021n/an/a

US$88m

Jan 30 2021US$7mUS$942k

-US$81m

Oct 31 2020n/an/a

-US$73m

Aug 01 2020n/an/a

-US$87m

May 02 2020n/an/a

-US$41m

Feb 01 2020US$17mUS$1m

US$95m

Ersättning vs marknad: Carlos s total kompensation ($USD 9.36M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 3.73M ).

Ersättning vs inkomst: Ersättningen från Carlos har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Carlos Alberini (69 yo)

6.9yrs
Anställning
US$9,359,280
Kompensation

Mr. Carlos E. Alberini has been the Chief Executive Officer at Guess?, Inc. since February 20, 2019 and has been its Director since February 02, 2019. Mr. Alberini served as the Chairman and Chief Executiv...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Carlos Alberini
CEO & Director6.9yrsUS$9.36m2.73%
$ 24.0m
Paul Marciano
Co-Founderno dataUS$20.15m24.46%
$ 215.0m
Fabrice Benarouche
Senior VP of Finance & Investor Relations and Chief Accounting Officer2.8yrsUS$822.47k0.19%
$ 1.7m
Dennis Secor
Executive Vice President of Financeless than a yearUS$1.31m0.14%
$ 1.3m
Alberto Michele Toni
Chief Financial Officerless than a yearinga uppgifteringa uppgifter
Jason Miller
General Counsel & Secretary12.9yrsinga uppgifteringa uppgifter
2.8yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder

Erfaren ledning: GES s ledningsgrupp anses vara erfaren ( 2.8 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Carlos Alberini
CEO & Director6.9yrsUS$9.36m2.73%
$ 24.0m
Paul Marciano
Co-Founder36yrsUS$20.15m24.46%
$ 215.0m
Alejandro Yemenidjian
Independent Non-Executive Chairman20.7yrsUS$542.49k0.39%
$ 3.4m
Anthony Chidoni
Independent Director23.2yrsUS$330.82k0.44%
$ 3.9m
Deborah Weinswig
Independent Director7.3yrsUS$240.42k0.079%
$ 697.3k
Christopher Lewis
Independent Director1yrUS$64.37k0.037%
$ 326.4k
Elsa Michael
Independent Director1.7yrsUS$212.65k0.015%
$ 130.4k
7.3yrs
Genomsnittlig anställningstid
69yo
Genomsnittlig ålder

Erfaren styrelse: GES s styrelse anses vara erfaren ( 7.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/01/22 16:14
Aktiekurs vid dagens slut2026/01/22 00:00
Intäkter2025/11/01
Årlig intjäning2025/02/01

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Guess?, Inc. bevakas av 14 analytiker. 2 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jeff BlackBarclays
Robert OhmesBofA Global Research
Jeffrey LickB. Riley Securities, Inc.