Guess Has Potential Once Difficult Quarters Pass

May 02, 2023 1:37 AM ETGuess?, Inc. (GES) Stock, , , ,
Welbeck Ash Research
2.32K Followers

Summary

  • Guess is a company that distributes apparel and accessories for men, women, and children.
  • Revenue growth has remained flat across the last 5 years, although has improved in the last 6 years.
  • Margins have also improved post-Covid and are currently at an attractive level.
  • Guess is cheap relative to its historical performance which currently reflects the near-term outlook.

Confident mature man wearing sunglasses

Klaus Vedfelt

Investment thesis

Our current investment thesis for Guess (NYSE:GES) is that although interest has declined, the business has done well to keep revenue flat and make some gains in the last few years. Margins are strong and geographical diversification

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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