Guess?, Inc.

NYSE:GES Stok Raporu

Piyasa değeri: 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? Yönetim

Yönetim kriter kontrolleri 3/4

Guess? CEO'su Carlos Alberini, Feb2019 tarihinde atandı, in görev süresi 6.92 yıldır. in toplam yıllık tazminatı $ 9.36M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.8% maaş ve 87.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 2.73% ine doğrudan sahiptir ve bu hisseler $ 24.00M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.8 yıl ve 7.3 yıldır.

Anahtar bilgiler

Carlos Alberini

İcra Kurulu Başkanı

US$9.4m

Toplam tazminat

CEO maaş yüzdesi12.82%
CEO görev süresi6.9yrs
CEO sahipliği2.7%
Yönetim ortalama görev süresi2.8yrs
Yönetim Kurulu ortalama görev süresi7.3yrs

Son yönetim güncellemeleri

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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...

CEO Tazminat Analizi

Carlos Alberini'un ücretlendirmesi Guess?'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Carlos 'nin toplam tazminatı ($USD 9.36M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.73M ).

Tazminat ve Kazançlar: Carlos 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Carlos Alberini (69 yo)

6.9yrs
Görev süresi
US$9,359,280
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 yearVeri yokVeri yok
Jason Miller
General Counsel & Secretary12.9yrsVeri yokVeri yok
2.8yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim: GES 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.8 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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
Ortalama Görev Süresi
69yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: GES 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.3 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/01/22 10:07
Gün Sonu Hisse Fiyatı2026/01/22 00:00
Kazançlar2025/11/01
Yıllık Kazançlar2025/02/01

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Guess?, Inc. 14 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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