Core Insights - Guess is pursuing privatization through a $1.4 billion agreement with co-founders and Authentic Brands, which will acquire 51% of Guess's intellectual property [2] - Shareholders will receive $16.75 per share in cash, representing a 26% premium over the previous closing price, with the transaction expected to complete by Q4 of the fiscal year ending January 2026, pending regulatory approval [2] Financial Profile - Following the announcement, Guess shares increased nearly 26%, indicating strong investor confidence [3] - The company is currently facing $1.6 billion in debt against a market cap of $876 million, which may limit operational flexibility [5] - Revenue growth has been modest, with a three-year average of 4.7%, slightly below the S&P 500's 6.1%, but recent performance shows a 9% increase in revenues over the past twelve months to $3.1 billion, and a 10.6% year-over-year growth in the most recent quarter [5] - Profitability remains weak, with $157 million in operating income (5.1% margin), $71 million in operating cash flow (2.3%), and a net income of $14 million (0.5% margin), all below market averages [5] - Cash reserves are limited to $151 million (5.3% of assets), and the company has a high debt-to-equity ratio of 184.6% [5] Strategic Implications - The privatization initiative is expected to provide Guess with strategic flexibility and the ability to focus on long-term operational and brand initiatives without the pressures of quarterly results [3][6] - Authentic Brands' expertise in licensing and brand management may enhance Guess's global presence [3]

Group 1 - Guess? (GES) shares increased by 26.3% to $16.85, with a significant trading volume, contrasting with a 0.5% loss over the past four weeks [1][2] - The stock's rally is attributed to a $1.4 billion take-private deal with Authentic Brands Group, which will own 51% of Guess?'s intellectual property, while Rolling Stockholders retain 49% and operational control [2] - The upcoming quarterly earnings for Guess? are projected at $0.14 per share, reflecting a year-over-year decline of 66.7%, with revenues expected to reach $757.14 million, a 3.4% increase from the previous year [2] Group 2 - The consensus EPS estimate for Guess? has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - Guess? holds a Zacks Rank of 3 (Hold), similar to G-III Apparel Group (GIII), which closed at $25.85, down 0.8% in the last trading session [4] - G-III Apparel's consensus EPS estimate is $0.1, representing an 80.8% decline from the previous year, and it also holds a Zacks Rank of 3 (Hold) [5]

Core Viewpoint - Guess?, Inc. is set to go private in a $1.4 billion deal with Authentic Brands Group, resulting in a significant increase in stock price and shareholder value [1][2]. Group 1: Deal Details - The definitive agreement involves co-founders Maurice Marciano, Paul Marciano, and CEO Carlos Alberini, along with Authentic Brands Group, taking Guess? private [2]. - Shareholders will receive $16.75 per share in cash, representing a 73% premium over the closing price on March 14, 2025, prior to the acquisition proposal [2]. - Authentic Brands Group will acquire 51% of Guess?'s intellectual property, while the Marcianos and Alberini will retain 49% [3]. Group 2: Transaction Timeline and Financials - The transaction is expected to close in the fourth quarter of Guess?'s 2026 fiscal year, subject to customary approvals [4]. - Financing will be sourced from rollover equity by the Rolling Stockholders and cash commitments from Authentic Brands [4]. - Guess? plans to continue paying a quarterly dividend of $0.225 per share until the deal closes [4]. Group 3: Market Reaction - Following the announcement, Guess? stock closed up 26.31% at $16.85 [4].

Core Viewpoint - The law firm Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Guess?, Inc. to Authentic Brands Group for $16.75 per share, which is significantly lower than its 52-week high of $21.81, indicating a potentially opportunistic acquisition [1][4]. Group 1: Sale Details - Guess? has agreed to be sold for $16.75 per share in cash to Authentic Brands Group [4]. - The sale price is notably below Guess?'s 52-week high of $21.81 per share, raising concerns about the fairness of the transaction [1][4]. Group 2: Shareholder Concerns - Certain existing shareholders, including co-founders and the CEO, will roll over their shares into equity interests in the post-close entity, a benefit not extended to public stockholders [2][5]. - The sale was approved by a Special Committee of the Board, which may have conflicts of interest affecting its members [3][6]. Group 3: Investigation Focus - The investigation by Wohl & Fruchter LLP aims to determine if the Special Committee acted in the best interests of Guess? shareholders, including the independence of its members and the fairness of the sale price [7].

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

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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 ...

Core Insights - Guess?, Inc. (GES) reported a year-over-year increase in top-line revenue for the first quarter of fiscal 2026, driven by the acquisition of rag & bone, although the bottom line showed a decline compared to the previous year [1][10] Quarterly Performance: Key Metrics & Insights - Adjusted loss per share was $0.44, better than the Zacks Consensus Estimate of a loss of $0.70, but worse than the adjusted loss of $0.27 in the same quarter last year [2][10] - Net revenues reached $647.8 million, a 9% increase year-over-year, surpassing the consensus estimate of $631 million; on a constant-currency basis, revenues rose 12% [2] - Gross margin decreased to 39.9% from 41.9% in the prior-year quarter, while adjusted SG&A expenses rose to 44% from 43.2% [3] Segmental Performance - Americas Retail segment revenues increased by 9% in U.S. dollars and 12% at constant currency, but retail comparable sales declined by 11% in U.S. dollars and 9% at constant currency [5] - Americas Wholesale revenues surged by 63% on a reported basis and 70% at constant currency, although the operating margin fell to 19.9%, down 2.8% year-over-year [6] - Europe segment revenues grew by 8% on a reported basis and 9% at constant currency, with retail comparable sales decreasing by 4% [7] - Asia revenues dropped by 20% on a reported basis and 16% at constant currency, with retail comparable sales down 24% [8] Financial Health Snapshot - The company ended the quarter with cash and cash equivalents of $151.2 million and long-term debt of approximately $241.7 million; stockholders' equity was around $483.6 million [11] - Net cash used in operating activities for the quarter was negative $73.4 million, with free cash flow also negative at $96.4 million [11] Future Expectations - For fiscal 2026, GES expects revenue growth between 5.5% and 7.4%, an increase from the previous outlook of 3.9% to 6.2% [13] - Adjusted EPS is projected to be between $1.32 and $1.64, down from the prior estimate of $1.32 to $1.76 [14] - For the second quarter of fiscal 2026, revenue growth is expected to be between 2.9% and 4.7%, with adjusted EPS ranging from 11 to 21 cents [15]