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.
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