Jan 28, 2023

Guess? Q4 2023 Earnings Report

Reported fourth quarter fiscal year 2023 results, with revenue up 2% and EPS of $1.42.

Key Takeaways

Guess?, Inc. reported a 2% increase in revenue to $818 million for the fourth quarter of fiscal year 2023. EPS reached $1.42 and adjusted EPS was $1.74. The company's performance was driven by strong results in Europe.

Revenues reached $818 million, up 2% in U.S. Dollars and up 8% in Constant Currency.

Delivered Operating Margin of 12.7%; Adjusted Operating Margin of 13.1%.

EPS of $1.42 and Adjusted EPS of $1.74.

Company expects revenue growth between 1.0% and 3.0% in U.S. Dollars and Operating Margin between 8.0% and 9.0% for full fiscal year 2024.

Total Revenue
$818M
Previous year: $800M
+2.2%
EPS
$1.74
Previous year: $1.14
+52.6%
Gross Profit
$362M
Previous year: $370M
-2.3%
Cash and Equivalents
$276M
Previous year: $416M
-33.6%
Free Cash Flow
$173M
Previous year: $104M
+66.0%
Total Assets
$2.43B
Previous year: $2.56B
-5.1%

Guess?

Guess?

Guess? Revenue by Segment

Guess? Revenue by Geographic Location

Forward Guidance

For fiscal year 2024, the company expects a low single digit revenue growth, a solid profit performance and strong cash flow generation.

Positive Outlook

  • Expects Revenue Growth between 1.0% and 3.0% in U.S. Dollars
  • Operating Margin between 8.0% and 9.0%
  • GAAP EPS between $2.08 and $2.36
  • Adjusted EPS between $2.45 and $2.80
  • Net cash provided by operating activities $230 million

Challenges Ahead

  • Consolidated net revenue in U.S. dollars decrease between 7.0% and 6.0% for the first quarter of fiscal year 2024
  • GAAP operating margin (1.2)% to (0.5)% for the first quarter of fiscal year 2024
  • GAAP diluted earnings (loss) per share $(0.25) to $(0.19) for the first quarter of fiscal year 2024
  • Adjusted diluted earnings (loss) per share $(0.31) to $(0.25) for the first quarter of fiscal year 2024
  • Purchases of property and equipment (74) million

Revenue & Expenses

Visualization of income flow from segment revenue to net income