Guess: U.S. Weakness Weighs Too Much On Valuation
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Guess?, Inc. is experiencing weakening retail performance in the U.S. due to a deteriorating brand image. However, the brand remains strong in Europe, and licensing and Americas wholesale continue to generate healthy earnings. Despite this, there is concern for Guess's short-term outlook due to consumer weakness, particularly affecting the upcoming Q4 report.
March 14, 2025 | 2:30 pm
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Guess?, Inc. is facing challenges with weakening U.S. retail performance, but strong European markets and licensing stabilize its outlook. Short-term concerns arise due to consumer weakness impacting Q4.
The weakening U.S. retail performance suggests a potential decline in short-term earnings, especially with concerns about consumer weakness affecting the upcoming Q4 report. However, the strong performance in Europe and stable earnings from licensing and wholesale provide some balance, but the immediate outlook remains cautious.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100