Deeann sells GES 20.84: The Asia section comprises its wholesale, retail and ecommerce businesses in Asia.

The Europe segment comprises its wholesale, retail and e commerce operations in Europe along with the Middle East. Stockholders of record on Wednesday, September 9th will be given a $0.225 dividend. The company reported $0.21 earnings per share for the quarter, topping the Thomson Reuters consensus estimate of $0.15 by $0.06. During the same quarter in the prior year, the business earned $0.26 EPS. That being said, a 4.5% dividend yield, 5.26x EBITDA multiple, and cash-heavy balance sheet are all strong fundamentals that provide downside protection for investors in a market heading south. This exposure to China constitutes GES as a higher risk investment than its purely domestically operated peers.


Jose:
GES will continued to be weighed by China economy slowdown concerns, as the company operates 499 stores in Asia, 52 of which are company operated.

Austin:
We further believe that better value can be had with less risk at retailers such as Tilly's (NYSE: TLYS ) and Francesca's.

Aiko:
If we plug our FCF projections into our DCF model with a conservative, slow-growth 1% perpetuity rate and a 8.45% CAPM discount rate, we arrive at a fair value of just under $25 per share.

Sherri:
We believe brick-and-mortar sales will continue to slow, but also forecast that a blossoming e-commerce channel will eventually offset those losses.

Armida:
We do not believe, though, that GES is as in-trend as it once was, and that is simply the nature of the cyclical retail business.

Pamella:
By shifting to more profitable and predominantly factory (off-mall/ outlet) locations, we are modeling for operating margins to improve to 6.0% after this year as a result.

Kara:
The linked article outlines the potential comeback of overall denim, but also details that premium denim will likely continue to decline.

Dorie:
In particular, the Curve X is seeing substantial success due to the denim upcycle, according to management.

Bailey:
Our concerns over such a high payout ratio remain tempered, and we further believe the dividend is protected through healthy free cash flow generation.

Angelica:
This puts cash at roughly $5.36 per share, representing about 26% of its market cap.

Guess (NYSE:GES)
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