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Feb 01
Guess? Q4 2025 Earnings Report
Guess? reported solid Q4 performance driven by its first acquisition and strength in wholesale and licensing, despite challenges in Asia.
Key Takeaways
Guess? delivered a strong Q4 2025 with revenue growth and solid profitability, supported by the acquisition of rag & bone and strength in wholesale and licensing, though retail sales in Asia declined.
Total revenue reached $932.3 million, a 5% increase YoY
Adjusted EPS was $1.48, down from $2.01 in Q4 2024
Net income was $81.4 million despite a $18.9M unrealized derivatives loss
Wholesale and licensing segments showed strong YoY growth
Guess?
Guess?
Guess? Revenue by Segment
Guess? Revenue by Geographic Location
Revenue by Segment
Europe Revenue
CapyFin.comAmericas Retail Revenue
CapyFin.comAmericas Wholesale Revenue
CapyFin.comAsia Revenue
CapyFin.comLicensing Revenue
CapyFin.comRevenue by Geographic Location
Europe Revenue
CapyFin.comAmericas Revenue
CapyFin.comAsia Revenue
CapyFin.com Forward Guidance
In fiscal 2026, Guess? expects modest revenue growth and plans business optimization to drive long-term profit improvement.
Positive Outlook
- Revenue expected to increase 3.9% to 6.2% YoY
- Adjusted EPS guidance ranges from $1.32 to $1.76
- $30M in operating profit anticipated from optimization in FY2027
- rag & bone integration to support future growth
- Positive momentum expected in core Guess and Guess Jeans brands
Challenges Ahead
- Q1 GAAP and adjusted operating margins expected to be negative
- Retail headwinds in North America and Asia remain
- Ongoing transition of China operations to third-party partner
- Store portfolio rationalization may impact short-term revenue
- Currency fluctuations continue to pose a risk to margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income