Guess (GES) Q3 Results: How Key Metrics Compared to Wall Street's Predictions

Guess delivered stronger earnings than anticipated in its third quarter ended October 2025, with total revenue reaching $791.43 million, up 7.2% from the year-ago period. Compared to the consensus forecast of $774 million, the company exceeded expectations by 2.25%, while earnings per share jumped to $0.35 versus the projected $0.23—a remarkable 52.17% surprise that caught analysts’ attention.

Regional Performance: Mixed Picture Across Markets

The apparel retailer’s geographic segments reveal a nuanced story when compared to analyst estimates across different regions.

Americas Retail generated $170.04 million in sales, trailing the two-analyst average projection of $173.61 million by approximately 1.6%. This segment showed weakness year-over-year, suggesting challenges in the core North American retail environment.

Americas Wholesale proved to be the standout performer, posting $126.15 million against the $103.39 million consensus—a significant beat. Year-over-year, this division swung upward by 27.6%, demonstrating robust wholesale demand.

Asia recorded $60.07 million versus the estimated $63.72 million, falling short of predictions and declining 8.3% compared to the same quarter last year. This represents ongoing headwinds in the Asian market.

Europe, the largest segment by revenue, captured $404.06 million compared to the $391.4 million average estimate. The region showed resilience with a 9.7% year-over-year increase, serving as a bright spot in the international portfolio.

Licensing Revenue came in at $31.11 million compared to the $35 million estimate, representing a 5.8% decline year-over-year, suggesting softer demand for brand partnerships.

Earnings Quality and Market Position

The substantial EPS surprise—where reported earnings exceeded consensus by over 50%—highlights Guess’s ability to manage margins efficiently despite revenue growth constraints. This divergence between revenue surprise (+2.25%) and earnings surprise (+52.17%) indicates improved operational efficiency and cost management.

Over the past month, Guess shares have retreated 0.4%, underperforming the broader S&P 500 composite’s 1.2% decline. The stock currently holds a Zacks Rank #3 (Hold) rating, suggesting investors should expect performance in line with the overall market.

The quarterly results underscore the importance of scrutinizing individual metric performance beyond headline numbers—geographically, operationally, and segment-by-segment—to build a complete picture of corporate health and future momentum.