Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher." Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth p ...

财报预期 - 分析师们最近将GES的当前季度最准确估计值提高至每股1.62美元，高于更广泛的Zacks共识估计值1.55美元[3] - 具有积极的Zacks盈利ESP和Zacks排名2（买入）的GES可能会在财报发布前受到投资者的关注[5]

Wall Street expects a year-over-year decline in earnings on higher revenues when Guess (GES) reports results for the quarter ended January 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may mo ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on ke ...

After navigating through the first two months of 2024, certain stocks emerge as clear winners in the market. Unsurprisingly, tech giant Nvidia (NASDAQ: NVDA) takes the lead out of the blue-chip stocks with an impressive year-to-date (YTD) price increase of 64%. However, the surprise comes with Constellation Energy (NASDAQ: CEG) clinching the second spot among the best-performing NASDAQ 100 stocks with a remarkable growth of 46% since January 1. CEG stock YTD price chart. Source: Google Finance This surge in ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 28, 2023 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 incorporatio ...

财务数据和关键指标变化 - 第三季度收入同比增长3%,达到6.51亿美元 [43] - 第三季度调整后营业利润达5800万美元,与去年同期持平 [10][55] - 第三季度调整后营业利润率为8.9%,超出预期 [10][55] - 过去12个月自由现金流达1.54亿美元,有望实现2024财年1.6亿美元的目标 [42] 各条业务线数据和关键指标变化 欧洲业务 - 第三季度收入同比增长6%,其中零售同店销售增长7% [44] - 第三季度零售同店销售增长放缓,从第二季度的11%下降至7% [44] - 第三季度批发业务收入增长1% [46] - 第三季度营业利润率下降90个基点至10.3% [46] 美洲零售业务 - 第三季度收入同比下降7%,北美零售同店销售下降5% [47] - 第三季度营业利润率下降160个基点至5.3% [48] 美洲批发业务 - 第三季度收入同比增长4%,营业利润率达29.1%,大幅提升9.9个百分点 [49] 亚洲业务 - 第三季度收入同比增长2%,零售同店销售下降9% [50] - 第三季度营业利润率提升100个基点至1% [50] 特许经营业务 - 第三季度收入同比增长19%,营业利润率达93.1% [52] 各个市场数据和关键指标变化 - 欧洲市场收入增长,但零售同店销售增速放缓 [44] - 美国市场零售同店销售下降,但加拿大市场零售同店销售小幅增长 [47] - 亚洲市场收入增长,但零售同店销售下降 [50] - 墨西哥市场批发业务表现强劲 [116] 公司战略和发展方向及行业竞争 - 公司正在执行6大战略目标:组织和人才、增长、品牌相关性、客户中心化和数字化扩张、产品卓越、优化、效率、盈利能力和投资回报 [23] - 计划内部化现有特许经营业务,如与G3的连衣裙和外套业务,以推动收入和利润增长 [25] - 推出全新的Guess?牛仔品牌,瞄准年轻消费者,重塑公司在牛仔服领域的主导地位 [26][27][28] - 正在中国市场制定新的发展计划,希望通过当地咨询公司的支持提升业务表现和盈利能力 [29] - 持续优化供应链和采购,提高运营效率,为未来发展奠定基础 [30][31] 管理层对经营环境和未来前景的评论 - 第四季度收入和利润指引较之前更为谨慎,反映了消费者需求放缓的趋势 [21][61] - 欧洲市场消费者流量下降,美国市场门店客流持续承压 [44][47][61] - 但管理层对公司长期发展前景保持乐观,认为现有平台可支撑更大规模的业务增长 [33][34][35] 问答环节重要的提问和回答 问题1 **Eric Beder 提问** 如何看待未来一年的增长动力? [72] **Carlos Alberini 回答** 公司正在制定新的战略计划,包括内部化现有特许经营业务以及推出全新的Guess?牛仔品牌,这些都将成为未来增长的关键驱动力。但具体的指引需要等待下次更新。公司将继续关注提升门店转化率,同时也在探索其他市场如印度的发展机会。[73][74][78] 问题2 **Mauricio Serna 提问** 如何看待欧洲和美洲市场的表现及其未来趋势? [110] **Carlos Alberini 回答** 欧洲市场第三季度消费者流量有所放缓,但批发业务表现相对稳定。公司正密切关注这一趋势。美洲市场方面,加拿大门店表现良好,而美国市场客流持续承压。但公司在批发渠道的表现较好,特别是墨西哥市场。[111][113][116] 问题3 **Jeff Lick 提问** 如何看待第四季度业绩指引的下调? [125] **Carlos Alberini 回答** 主要是由于欧洲直营业务表现不及预期,客流放缓导致销售下滑。公司根据第三季度和11月的实际情况调整了第四季度的预期。由于额外销量对利润贡献较高,销售下滑对利润的影响会更大。[127][128][129]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 29, 2023 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 o ...

财务数据和关键指标变化 - 公司第二季度收入增长3%,达到6.65亿美元 [43] - 公司第二季度调整后营业利润增长17%,达到6500万美元,营业利润率达到9.8% [42][53] - 公司第二季度调整后每股收益增长85%,达到0.72美元 [54] 各条业务线数据和关键指标变化 - 欧洲业务收入增长9%,营业利润率达到12.9% [44][45] - 美洲零售业务收入下降8%,营业利润率为9.1% [46][47] - 美洲批发业务收入下降13%,营业利润率达到25.3% [48] - 亚洲业务收入增长19%,营业利润率为-0.9% [49] - 特许经营业务收入增长13%,营业利润率达到94.1% [50] 各个市场数据和关键指标变化 - 欧洲市场客流量和销售价格上升,带动收入和利润率增长 [44][45] - 北美市场客流量下降,但转化率有所改善 [46][47] - 亚洲市场收入增长主要来自新收购的韩国门店 [49] 公司战略和发展方向及行业竞争 - 公司正在推进品牌提升、库存管理、效率和成本控制、业务增长等四大战略 [19]-[29] - 公司认为Guess?品牌具有很强的发展潜力,有望进一步扩大市场份额 [33]-[39] - 公司将继续优化产品组合和营销策略,提升客户体验,以应对当前的宏观经济挑战 [17][31] 管理层对经营环境和未来前景的评论 - 尽管面临通胀和消费者信心下降等挑战,但公司对业务前景保持乐观 [17][31] - 公司预计全年营业利润率将达到9%-9.4%,每股收益将达到2.88-3.08美元 [64][65] - 公司有信心在第二半年保持强劲增长势头,并将持续优化库存和提高运营效率 [60]-[69]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 29, 2023 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 ...