Guess?, Inc. (GES)

Guess?, Inc. stock has been impacted by a take-private transaction announced on August 20, 2025, valuing the company at approximately $1.4 billion. Authentic Brands Group will acquire 51% of Guess?'s intellectual property, while existing shareholders will own the remaining 49% of the intellectual property and 100% of the operating company. The stock price increased by 53.42% in the past six months as of November 26, 2025, and the company reported strong third-quarter fiscal 2026 results. A quarterly dividend of 22.5 cents per share was announced, payable on December 26, 2025.

Demand for Guess?, Inc. products is influenced by seasonal changes, holidays, and cultural events. Summer sees increased demand for lightweight clothing, while winter drives demand for heavier clothing. The holiday season is crucial for retail sales, and spring presents opportunities for wardrobe refreshes. The company's free cash flow can experience temporary swings due to seasonal investment needs.

Guess?, Inc. is a global apparel and accessories retailer operating in the Consumer Cyclical sector. The company designs, markets, and licenses a variety of apparel and accessories under brand names like GUESS, Marciano, and G by Guess. Revenue is generated through retail, wholesale, and licensing segments.

Guess?, Inc. has a global presence in approximately 100 countries, with 1,074 directly operated stores and 527 partner-operated stores as of May 3, 2025. The company operates through segments including Europe, Americas Retail, Americas Wholesale, Asia, and Licensing, with the United States as the primary revenue source.

Guess? has emphasized sustainable practices through its 'ACTION GUESS' ESG strategy and 'RESOURCED' program, investing in digital transformation and influencer collaborations. However, the company faced criticism for continuing business in Russia following the invasion of Ukraine and for alleged unauthorized use of Banksy's images.

Guess?, Inc.'s ownership structure is transitioning due to the take-private deal. Prior to this, the ownership was a mix of institutional, retail, and individual investors. Major institutional shareholders include BlackRock, Inc., Dimensional Fund Advisors, and Vanguard Group Inc. Key individual owners are co-founders Paul and Maurice Marciano, along with CEO Carlos Alberini. Insiders hold a significant portion of the company's stock.