GES Latest Report

Performance of the Quarterly Report

Based on the provided data, Guess (stock code: GES) had a total operating revenue of RMB932,252,000 on February 1, 2025. Although there is a lack of prior data for a specific calculation of year-on-year changes, from the absolute value, the company's operating revenue performance during the period is good, showing its market competitiveness and sales ability.

Key Data in the Quarterly Report

1. Guess's total operating revenue is RMB932,252,000, indicating that the company's performance in the market is relatively strong.

2. According to analysts' predictions, Guess is expected to have an operating revenue of US$907.75 million in the fourth quarter of 2025, up 1.87% year-on-year.

3. Guess plans to open about 100 new stores in the first half of 2025, up 4.4% year-on-year.

4. The company's sales on e-commerce channels grew by 5% year-on-year, showing strong market demand.

5. Despite strong e-commerce sales, Guess still faces a loss of 2.8% in net profit margin in recent periods.

Peer Comparison

1. Industry-wide analysis: The overall market trend and changes in consumer preferences in the apparel industry directly affect the operating revenue of each company. If the industry as a whole is good, Guess's operating revenue may also increase. The sales growth of the apparel industry in 2025 is expected to be supported by store expansion and strong performance on e-commerce channels.

2. Peer evaluation analysis: Compared with other brands in the same industry, Guess's total operating revenue performance is good, indicating that it has certain competitive advantages in brand recognition, product quality, and market share.

Summary

Based on this analysis, Guess's operating revenue performance is good, despite facing macroeconomic uncertainties and consumer downgrading pressure. Through store expansion and strong e-commerce sales, it is expected to achieve sales growth. The company's competitiveness in the market remains strong, but attention should be paid to its loss situation and future profitability.

Opportunities

1. Continue to expand e-commerce channels to seize the growth of online consumption.

2. Increase market coverage by opening new stores to further increase operating revenue.

3. Improve customer experience and satisfaction to enhance repurchase rate and customer loyalty.

4. Take advantage of merger and acquisition opportunities to integrate resources and promote business growth.

5. Launch innovative products to meet market demand and enhance brand appeal.

Risks

1. Macroeconomic uncertainties may affect consumers' ability and willingness to consume.

2. The company's loss situation may affect investor confidence and stock price performance.

3. Competitors' market strategies may put pressure on Guess's market share.

4. The growth of e-commerce channels may not make up for the weakness of offline sales, affecting overall performance.

5. If the opening of new stores fails to meet expectations, it may lead to an increase in fixed costs and affect profitability.