文章核心观点 - 公司正在积极推进六大关键战略,以实现增长目标 [3] - 公司品牌势头强劲,受到客户的积极响应,但同时也面临着成本上升的挑战 [1] 公司情况总结 有利因素 - 公司品牌在全球范围内保持强劲势头,各产品类别受到客户的积极响应 [2] - 公司的全球平台为Guess、Marciano和rag & bone业务的增长和拓展提供了支持 [2] - 公司正在积极推进六大关键战略,取得了显著进展 [3] - 收购rag & bone扩大了产品组合和客户群 [4] - 将美国配送中心业务外包有利于优化成本结构 [4] - 推出CRM平台提升了客户体验和营销策略 [4] - 正在通过升级门店和电商基础设施来提升客户体验 [5] - 正在采取措施应对供应链问题 [5] 不利因素 - 面临全球通胀和高利率环境带来的挑战 [6] - 美洲零售业务持续疲软 [6] - 运营成本和费用上升是主要威胁 [6] - 供应链问题持续给业绩带来压力 [6] 未来展望 - 预计到2025财年将首次突破30亿美元收入大关,得益于核心业务、rag & bone整合以及针对Z世代推出Guess Jeans [7][8]

股价表现 - Guess (GES) 最近的股价为 $28.09，较上一交易日下跌了1.78% [1] - Guess 过去一个月的股价上涨了11.5%，领先于消费者自由支出部门的下跌2.3%和标普500指数的上涨0.8% [2] 财务表现 - Guess 预计在即将发布的财报中每股亏损 $0.35，同比下降了400%，预计营收为 $578.33 亿美元，同比增长1.5% [3] - GES 的全年 Zacks 一致预期为每股盈利 $2.93 和营收 $30.9 亿美元，分别同比下降了6.69%和增长了11.39% [4] 分析师预期 - 分析师对 Guess 的最新预期变动也应引起投资者的注意，这些变动反映了短期业务趋势的演变 [5] - 研究表明，这些预期变动与即将到来的股价表现直接相关 [6] 行业评估 - Guess 的前瞻市盈率为 9.75，低于行业平均前瞻市盈率 11.47 [8] - 纺织服装行业属于消费者自由支出部门，目前的 Zacks 行业排名为 190，位于所有 250+ 行业的后 25% [9] Zacks Rank - Zacks Rank 系统从 1 (强烈买入) 到 5 (强烈卖出)，拥有出色的业绩记录 [7] - Guess 目前的 Zacks Rank 为 3 (持有) [7] 未来展望 - 请使用 Zacks.com 关注这些以及更多在即将到来的交易日中影响股价的指标 [11]

Guess? Inc. (GES) is benefiting from ongoing momentum and strong customer response to its brand. The company is committed to its six key strategies and made remarkable progress against each of them. However, a volatile shopping environment globally remains a threat.Let’s delve deeper.Growth Efforts in PlaceGuess? remains optimistic about its robust global platform, which will facilitate growth and expansion of the company’s Guess and Marciano businesses, alongside rag & bone, which will mark the company’s f ...

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 milli ...

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 fo ...

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 facilitate ...