Guess?, Inc. (GES) and WHP Global, a global brand management firm, completed the previously announced (on Feb 16, 2024) acquisition of rag & bone, a New York-based fashion brand. Guess? paid $57.1 million for the acquisition, apart from contributions from WHP Global. Concurrently, GES now owns all the operating assets of rag & bone, while both parties have jointly acquired rag & bone’s intellectual property. Guess? expanded its existing asset-based revolving credit facility by $50 million to reach $200 mill ...

Shares of Guess?, Inc. (GES) rose 6.1% on Apr 1, 2024, following news related to a share repurchase program. The apparel and accessories company authorized a new share buyback plan of up to $200 million of its common stock. The company also unveiled that it will repurchase 326,429 shares worth $10.3 million through a convertible bond exchange transaction as part of its new program. The latest announcement underscores its financial health and commitment to shareholder value. The newly-unveiled buyback plan f ...

股价变动 - Guess股价在最近一个交易日上涨6.1%，收盘价为33.40美元[1] 股票回购计划 - Guess公司宣布了新的股票回购计划，最高金额为2亿美元，同时还将通过可转换债券交易回购价值1030万美元的326,429股股票[2] 季度业绩预测 - Guess预计在即将发布的季度报告中每股亏损0.18美元，同比下降157.1%，预计营收为5.7739亿美元，同比增长1.3%[3] 盈利预期修订 - 研究表明，盈利预期修订的趋势与股价短期波动强相关[4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Fiscal Year Ended February 3, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-11893 GUESS?, INC. (Exact name of registrant as specified in its charter) Delaware 95-3679695 (State or other jurisdiction of incorporation or orga ...

人工智能对微软的影响 - 微软被分析师选为未来几年最有可能从生成式人工智能趋势中获益最多的公司[2] - Jefferies认为微软是GenAI周期的主要受益者，能够在基础设施（如Azure OpenAI）和应用程序（通过一系列Copilots）方面抓住机会，充分发挥这一变革性转变的潜力[3] - Jefferies将微软股票的目标价格从465美元上调至550美元，反映了他们对微软有效利用人工智能进展的乐观前景[4]

Guess和Signet Jewelers业绩表现 - Guess和Signet Jewelers在最近的季度业绩中表现出色，超过了预期[1],[2] - Guess在第四季度业绩中表现出色，股价上涨20%，销售额和盈利均超过预期[3] - Signet Jewelers的第四季度盈利也强劲增长，尽管销售额略有下降，但仍超过预期[4] 股票表现和估值 - Guess和Signet Jewelers的股票估值合理，具有较低的前瞻市盈率，相对于行业和标普500有折扣[6] - Guess股价过去一年上涨68%，Signet Jewelers股价上涨21%[7] 股息政策 - Guess宣布特别股息，每股2.25美元，还有4.62%的年度普通股息率[8] - Signet Jewelers虽然在疫情期间减少了股息，但仍提供1.02%的年度股息率[9] 投资建议 - Guess和Signet Jewelers在更稳定的通货膨胀环境下受益，投资者不应忽视他们的业绩[10]

Guess? Inc. (GES) reported solid fourth-quarter fiscal 2024 results, wherein both the top and bottom lines increased year over year and beat the Zacks Consensus Estimate. The robust performance encouraged management to announce a special dividend, reflecting its commitment to shareholders. Results benefited from robust brand momentum globally and strong customer response to its collections across various product categories. Management remains optimistic about its robust global platform, which will facilitat ...

For the quarter ended January 2024, Guess (GES) reported revenue of $891.05 million, up 9% over the same period last year. EPS came in at $2.01, compared to $1.74 in the year-ago quarter. The reported revenue represents a surprise of +4.15% over the Zacks Consensus Estimate of $855.54 million. With the consensus EPS estimate being $1.55, the EPS surprise was +29.68%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

财务业绩 - 第四季度2024财年，Guess?公司营收增至8.91亿美元，同比增长9%[1] - 2024财年全年，Guess?公司营收增至28亿美元，同比增长3%[1] - 2025财年展望：预计营收将在美元计价下增长11.5%至13.5%[1] - 2024财年全年，Guess?公司净利润增至1.982亿美元，同比增长32%[1] - 2024财年全年，Guess?公司调整后的净利润增至1.74亿美元，同比增长8%[1] - 2024财年全年，Guess?公司净营收增至27.8亿美元，同比增长3%[1] - 公司2025财年全年的自由现金流预计为160百万美元[41] 营运利润率 - 第四季度2024财年，Guess?公司调整后的运营利润率为14.6%[1] - 2024财年全年，Guess?公司调整后的运营利润率为9.2%[1] - 公司美洲零售业务部门的营运利润率在2024财年下降了3.5%，至8.0%[32] - 公司美洲批发业务部门的营运利润率在2024财年增长了4.8%，至27.2%[33] - 公司亚洲业务部门的营运利润率在2024财年增长了4.9%，至2.9%[34] - 公司许可业务部门的营运利润率在2024财年增长了4.2%，至93.3%[35] 展望与预测 - 2025财年展望：预计GAAP和调整后的运营利润率分别在7.4%至8.4%和7.5%至8.5%之间[1] - 2025财年展望：预计GAAP每股收益在2.08至2.43美元之间，调整后每股收益在2.56至3.00美元之间[1] - 公司2025财年第一季度和全年的展望包括净营收预计增长1.0%至2.0%和11.5%至13.5%[39] - 公司2025财年第一季度和全年的调整后营运利润率预计为7.5%至8.5%[40]

分组1 - 分析师预计Guess公司将在即将发布的季度报告中宣布每股收益为1.55美元，同比下降10.9%[1] - 预计营收将达到8.5554亿美元，同比增长4.6%[1] 分组2 - 过去30天，对该季度的每股收益共识预期进行了33.3%的上调，导致当前水平[2] - 在公司公布财报之前，重要考虑盈利预期的变化[3] 分组3 - 这些修订对预测投资者对股票的反应具有重要影响[3] - 多项实证研究一致表明，盈利预期修订趋势与股票短期价格表现之间存在强烈关系[4]