Guess INC

Market Movers (8-K)

Guess?, Inc. has completed its transaction to go private, with Authentic Brands Group acquiring a 51% stake in its intellectual property and the Marciano co-founders retaining 49%.
Guess? Inc. stockholders approved the take-private merger with Authentic Brands Group, while the company reported a 7% revenue increase and a return to GAAP net earnings for the third quarter of fiscal year 2026.
Better than expected
Guess?, Inc. announced supplemental disclosures regarding its proposed merger with Authentic Brands Group, including new shareholder lawsuits challenging the deal and recent antitrust clearance.
Worse than expected
Guess?, Inc. announced the expiration of the Hart-Scott-Rodino waiting period, moving its proposed merger with Authentic Brands Group closer to completion.
Guess? Inc. reported second-quarter fiscal 2026 revenues of $773 million, exceeding expectations, while also announcing a proposed take-private transaction at $16.75 per share.
Better than expected
Guess?, Inc. has entered into a definitive merger agreement to be taken private by a strategic partnership involving its co-founders, CEO, and Authentic Brands Group, with shareholders receiving $16.75 per share in cash.
Better than expected
Capital raise

Quarterly Earnings (10-Q)

Guess? Inc. reported a significant turnaround in Q3 net earnings, driven by derivative fair value gains, as its take-private transaction with Authentic Brands Group advances.
Better than expected
Guess? Inc. reported increased net earnings for the second quarter of fiscal 2026, alongside ongoing discussions for a take-private transaction with Authentic Brands Group.
Worse than expected
Guess? Inc. reported a significant net loss of $32.9 million for the first quarter of fiscal 2026, a sharp decline from a $13.0 million net profit in the prior-year period, despite a 9.4% increase in total net revenue driven by the acquisition of rag & bone.
Worse than expected
Guess? Inc. experienced a net loss in Q3 2025, impacted by macroeconomic conditions and fair value adjustments, despite a revenue increase driven by the rag & bone acquisition.
Worse than expected
Guess? Inc. reported a net loss for the second quarter of fiscal 2025, impacted by acquisition costs and challenging macroeconomic conditions, despite a revenue increase.
Worse than expected
Guess? Inc. reported a net income of $13 million for the first quarter of 2025, a significant improvement compared to a net loss in the same period last year, while navigating economic challenges and integrating the rag & bone acquisition.
Better than expected

Annual Reports (10-K)

Guess? Inc. reported a significant 69.5% decrease in net earnings for fiscal 2025, totaling $60 million, despite a 7.9% increase in total net revenue to $3.0 billion, primarily impacted by higher expenses and currency fluctuations.
Delay expected
Capital raise
Worse than expected
Guess? Inc. announces a 32.5% increase in net earnings for fiscal year 2024, alongside plans to acquire fashion brand rag & bone.
Better than expected

Insider Trading (Form 4)

GUESS? Inc. CFO Alberto Michele Maria Toni converted 33,278 restricted stock units into cash at $16.75 per share following the company's merger and delisting.
A GUESS? Inc. executive reported the disposition of common stock, restricted stock, and options following the company's merger and delisting from the NYSE.
Guess? Inc. Director Michael Elsa reported the disposition of common stock and vested restricted stock units following the company's merger with Glow Merger Sub 1, Inc. at $16.75 per share.
Guess? Inc. Director Anthony Chidoni's common stock and restricted stock awards were converted to cash at $16.75 per share following the company's merger with Glow Merger Sub 1, Inc.
Guess? Inc. Chairman Alex Yemenidjian reports sale of shares following the company's merger into a wholly-owned subsidiary of Glow Holdco 1, Inc. at $16.75 per share.
Guess? Inc. Director Christopher N. Lewis's common stock and restricted stock awards were converted to cash at $16.75 per share following the company's merger into a wholly-owned subsidiary.

Proxy Statements (Def-14A)

Guess?, Inc. provides supplemental disclosures regarding its pending merger with Authentic Brands Group, addressing shareholder lawsuits and announcing antitrust clearance from Cyprus.
Guess?, Inc. announced that the Hart-Scott-Rodino antitrust waiting period for its merger with Authentic Brands Group LLC has expired, moving the company closer to becoming privately held.
Guess?, Inc. is set to go private in a $1.475 billion transaction with Authentic Brands Group LLC, offering stockholders $16.75 per share in cash.
Better than expected
Capital raise
Guess?, Inc. announced a definitive agreement to go private through a transaction with Authentic Brands Group LLC, with shareholders receiving $16.75 per share.
Better than expected
Guess?, Inc. has filed definitive additional soliciting materials related to its proposed transaction with Authentic Brands Group LLC, urging stockholders to review upcoming proxy statements.
Guess? Inc. announced an agreement to become a private company, valued at approximately $1.4 billion including debt, in partnership with Authentic Brands Group LLC.

Schedule 13D - Activist Investments

Guess? Inc. has completed its previously announced merger, resulting in its delisting from the New York Stock Exchange and the reporting persons ceasing beneficial ownership.
Guess?, Inc. will be acquired by Authentic Brands Group and a consortium of insiders for $16.75 per share in cash, with the operating business and intellectual property being split into separate entities.
Capital raise
Key Guess? executives and founders, Paul Marciano, Maurice Marciano, and Carlos Alberini, have formed a reporting group to engage in discussions regarding a potential acquisition of the company by WHP Global, while affirming their intent to remain long-term stockholders.
WHP Global has submitted a non-binding proposal to acquire all outstanding shares of Guess?, Inc. not held by key insiders for $13.00 per share in cash, contingent on a special committee's recommendation and the Marciano family's rollover of their shares.
WHP Global has submitted a non-binding proposal to acquire Guess?, Inc. for $13.00 per share in cash, with key shareholders Paul Marciano, Maurice Marciano, and Carlos Alberini expected to roll over their equity.
Capital raise

Schedule 13G - Passive Investments

Dimensional Fund Advisors LP reports 0% beneficial ownership of Guess? Inc. common stock as of March 31, 2026, disclaiming beneficial ownership of all securities held by its managed funds.
Glazer Capital, LLC and Paul J. Glazer have ceased to be beneficial owners of more than five percent of Guess?, Inc. common stock.
The Vanguard Group has filed an Amendment No. 10 to its Schedule 13G, disclosing a 3.85% beneficial ownership stake in Guess? Inc.'s common stock as of June 30, 2025.
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 5.4% beneficial ownership stake in GUESS, INC. as a passive investment.
Pacer US Small Cap Cash Cows ETF, Pacer Advisors, Inc., and Joe M. Thomson have jointly filed an amended Schedule 13G, reporting a passive beneficial ownership of 0.67% in Guess, Inc.'s common stock as of March 31, 2025.
Pacer US Small Cap Cash Cows ETF, Pacer Advisors, Inc., and Joe M. Thomson have jointly disclosed a 5.98% passive beneficial ownership stake in Guess? Inc., totaling 3,074,918 shares.