Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity research on small cap consumer names.

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, slightly below consensus projections, and $37 price target for Guess?</li><li>with the company announcing 2QFY25 (July) results after the close on Wednesday.</li><li>We believe 2Q, the first full quarter of results from rag & bone, continued positive shifts in wholesale and European operations and a further fashion focus in the domestic retail market, positions Guess?</li></ul>

We are reiterating our Buy rating, slightly below consensus projections, and $37 price target for Guess?with the company announcing 2QFY25 (July) results after the close on Wednesday.We believe 2Q, the first full quarter of results from rag & bone, continued positive shifts in wholesale and European operations and a further fashion focus in the domestic retail market, positions Guess?

GES: 2Q Preview: Setting Up for 2H Upside; Reiterate Buy, $37 PT

Guess? Inc

GES: 2Q Preview: Setting Up for 2H Upside; Reiterate Buy, $37 PT