Guess? (GES) 27th Annual ICR Conference 2025 summary

Company overview and global footprint

• Generates $6 billion in retail value revenues, with $3 billion on its own P&L; operates in 100 countries and manages over 1,000 retail stores globally.

• Europe is the largest segment with $1.5 billion in revenues and 556 stores; Americas follow with $1 billion and 411 stores.

• Licensing business generated $120 million in sales over the last 12 months.

• Employs about 13,000 associates worldwide.

Strategic priorities and growth initiatives

• Six key priorities: organization and talent, growth, brand relevancy, customer centricity and digital expansion, product excellence, and operational optimization.

• Ongoing global searches for key talent, including a permanent CFO.

• Focus on organic growth, brand extensions, and leveraging global infrastructure; recent Rag & Bone acquisition exemplifies this.

• Emphasis on omnichannel experience and digital business expansion.

• Investments in technology and data analytics to improve efficiency and decision-making.

Recent performance and financial outlook

• Updated full-year outlook: 7.1%-8.1% revenue growth, 6.2%-6.5% adjusted operating margin, $1.85-$2 adjusted EPS.

• Q3 revenues grew 13%, driven by Rag & Bone acquisition and modest Guess growth.

• European business grew 7% in Q3; Americas wholesale up 79% due to Rag & Bone and internalization of outerwear.

• North America retail grew 12%, offsetting declines in Guess retail.