Core Viewpoint - Kaskela Law LLC is investigating the fairness of the proposed buyout of Guess? Inc. at a price of $13.00 per share, which may undervalue the company's shares significantly [1][3]. Group 1: Buyout Proposal Details - On March 17, 2025, Guess? announced a buyout proposal from WHP Global for unaffiliated shareholders at $13.00 per share [2]. - The proposed buyout price is significantly lower than Guess?'s 52-week high of over $33.00 per share [3]. - The buyout price is also below analyst price targets for Guess? shares, which exceed $18.00 per share [3]. Group 2: Investigation Purpose - The investigation aims to determine if the proposed buyout price is fair and represents adequate monetary consideration for Guess? shares [3]. - Shareholders are encouraged to contact Kaskela Law LLC for more information regarding their legal rights and options [4].

Core Viewpoint - Kaskela Law LLC has initiated an investigation into the fairness of the proposed buyout of Guess? Inc. to assess whether the buyout price adequately reflects the value of the company's shares [1][3]. Buyout Proposal - On March 17, 2025, Guess? announced a buyout proposal from WHP Global, offering $13.00 per share to unaffiliated shareholders [2]. - The proposed buyout price of $13.00 is significantly lower than Guess?'s 52-week high of over $33.00 per share [3]. - The buyout offer is also below analyst price targets for Guess? shares, which exceed $18.00 per share [3]. Investigation Purpose - The investigation aims to determine if the proposed buyout price is fair and provides sufficient monetary consideration for Guess? shareholders [3].

Table of Contents 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 May 03, 2025 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) (Address of principal executive offices and zip co ...

Key Takeaways GES posted a Q1 loss of $0.44 per share, narrower than the estimates but wider than last year's $0.27 loss. Q1 revenues rose 9% to $647.8M, driven by rag Guess?, Inc. (GES) reported first-quarter fiscal 2026 results, wherein the top line increased year over year and surpassed the Zacks Consensus Estimate. While the bottom line fared better than the Zacks Consensus Estimate, it declined from the prior-year reported figure. The sales growth was primarily driven by the acquisition of rag & bone ...

Guess? (GES) Q1 2026 Earnings Call June 05, 2025 04:45 PM ET Company Participants Fabrice Benarouche - Senior VP of Finance & Investor Relations and Chief Accounting OfficerCarlos Alberini - CEO & DirectorAlberto Toni - CFODennis Secor - Interim CFOMauricio Serna - Executive Director Conference Call Participants Eric Beder - CEO & Senior Research Analyst Operator Good day, everyone, and welcome to the Guess' First Quarter Fiscal twenty twenty six Earnings Conference Call. At this time, all participants are ...

Financial Data and Key Metrics Changes - Total company revenues increased by 9% in U.S. dollars to $648 million, with a 12% increase in constant currency, primarily driven by the acquisition of Rag and Bone, which contributed nine points to constant currency growth [42][43] - Adjusted operating loss totaled $26 million, with an adjusted operating margin of negative 4%, reflecting a decline of 270 basis points compared to the previous year [50] - Adjusted loss per share was $0.44, an improvement from an adjusted loss per share of $0.27 in the prior year [50] Business Line Data and Key Metrics Changes - The core Guess business grew by 3% in constant currency, with wholesale businesses in Europe and The Americas offsetting negative comps from direct businesses [42][43] - In the Americas wholesale segment, revenues increased by 63% in U.S. dollars to $101 million, driven by the addition of Rag and Bone and higher shipments [47] - The European retail segment saw a constant currency comp decrease of 4%, while the Americas retail segment experienced a 10% decline in constant currency comps [8][46] Market Data and Key Metrics Changes - The European wholesale business posted mid-teen growth rates, while the Asian market faced significant challenges, with revenues declining over 20% [6][9] - In Asia, revenues decreased by 20% in U.S. dollars to $58 million, with retail comps declining by 20% in constant currency [48] - Licensing segment revenues declined by 14% to $25 million, with royalties from fragrances and footwear decreasing [49] Company Strategy and Development Direction - The company is focusing on improving retail productivity, enhancing brand awareness, and optimizing its business model to improve profitability [15][24] - Strategic initiatives include increasing marketing investments, launching a customer loyalty program, and rebalancing product assortments to address pricing sensitivity [18][22] - The company is also examining its store portfolio and plans to reduce its North America store fleet by approximately 20 stores [27][28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential for improved retail trends in the second half of the year, driven by marketing and productivity initiatives [36][59] - The company expects full-year revenue growth in the range of 5.5% to 7.4%, with adjusted operating margins between 4.4% and 5.1% [36][57] - Management acknowledged ongoing challenges in traffic and sales, particularly in Asia, but noted improvements in conversion rates and average unit retail [73][78] Other Important Information - The company ended the quarter with $638 million in inventory, a 15% increase compared to the previous year, primarily due to proactive measures to mitigate supply chain disruptions [51][94] - The transition to a new Chief Financial Officer, Alberto Toney, is expected to enhance operational efficiency and long-term value creation [38] Q&A Session Summary Question: Can you discuss Rag and Bone's organic growth expectations and the trajectory of the Americas retail business? - Management expressed satisfaction with Rag and Bone's performance, expecting it to exceed $320 million in revenue this year, driven by new store openings and strong wholesale growth [66][67] - For the Americas retail business, management noted ongoing traffic challenges but highlighted improvements in conversion rates and product assortment strategies [73][74] Question: How should we think about inventories for the rest of the year? - Management indicated that the 15% increase in inventory was intentional to support business needs and mitigate supply chain challenges, with plans to streamline inventory levels over the medium term [93][95] Question: Update on Guess? Jeans? - Management reported positive developments in the Guess? Jeans business, particularly in Europe, with ongoing improvements in product offerings and distribution [99]

Exhibit 99.1 GUESS?, INC. REPORTS FISCAL YEAR 2026 FIRST QUARTER RESULTS Carlos Alberini, Chief Executive Officer, commented, "We are encouraged by our first quarter performance, which came in ahead of expectations across key metrics. Revenue grew 9% in U.S. dollars and 12% in constant currency, reflecting the successful integration of rag & bone and continued momentum in our wholesale businesses across Europe and the Americas. Disciplined expense management, combined with the better than expected top-line ...

Key Takeaways GES expects Q1 sales to rise 5.8-7.5%, signaling wholesale gains in Europe and the Americas. Q1 loss is expected for GES despite revenue growth, as cost pressures and price sensitivity weigh. GES maintains a projected net currency headwind for FY26, with Q1 expected to be the most impacted.Guess?, Inc. (GES) is likely to register top-line growth when it reports first-quarter fiscal 2026 earnings on June 5. The Zacks Consensus Estimate for revenues is pegged at $631 million, implying a 6.6% i ...

Group 1 - Guess is set to announce its fiscal first-quarter earnings on May 29, 2025, with analysts forecasting earnings of -69 cents per share and revenue of $631 million, compared to -24 cents per share and $592 million in the previous year [1] - The company has faced challenges in the Americas sector, including elevated stock levels and substantial markdowns, which have adversely affected profitability [2] - Guess's acquisition of Rag & Bone is aiding revenue growth, but profit margins have sharply declined [2] Group 2 - The company is reevaluating its strategy in China, shifting from direct operations to a potential collaboration with a local firm [2] - In North America, Guess plans to shut approximately 20 underperforming stores due to ongoing reductions in foot traffic [2] - The company holds a market capitalization of $574 million, with revenue of $3.0 billion, operational profits of $173 million, and net income of $60 million over the past twelve months [2] Group 3 - Historically, Guess stock has seen an increase 63% of the time following earnings reports, with a median one-day gain of 10.3% and a maximum increase of 26% [1] - There have been 19 earnings data points logged over the last five years, with 12 positive and 7 negative one-day returns recorded [5] - Positive one-day returns occurred approximately 63% of the time, dropping to 55% when considering data from the last 3 years [5]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Guess (GES) despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Guess is expected to report a quarterly loss of $0.51 per share, reflecting an 88.9% decline year-over-year [3]. - Revenue projections stand at $630.96 million, indicating a 6.6% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 15% over the last 30 days, indicating a bearish sentiment among analysts [4]. - The Most Accurate Estimate for Guess is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -40.59% [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [8]. - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [8]. Historical Performance - In the last reported quarter, Guess exceeded earnings expectations with a surprise of +4.96%, reporting earnings of $1.48 per share against an expectation of $1.41 [12]. - Over the past four quarters, Guess has beaten consensus EPS estimates twice [13]. Conclusion - Guess does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but other factors should also be considered for investment decisions [16].