Genesco Inc.
- Open
- 37.32
- Day high
- 37.32
- Day low
- 36.48
- Prev close
- 37.19
- Volume
- 6K
- Mkt cap
- $396M
- P/E (TTM)
- 19.0
- EPS (TTM)
- $1.92
- P/B
- 0.7
- P/S
- 0.2
- Yield
- —
- Per share
- —
- ▲Insiders net buying $100K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions mixed (13F)
Genesco Inc. (GCO) is a Consumer Cyclical company listed on NYSE. The stock is up 59% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4).
Genesco Inc. (GCO) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GCO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 29, 2026 | $-2.58 | $-2.18 | +15.5% | $487M | +2.7% |
| Mar 6, 2026 | $3.73 | $3.74 | +0.3% | $800M | +68.7% |
| Dec 4, 2025 | $0.87 | $0.79 | -9.2% | $616M | -22.0% |
| Aug 28, 2025 | $-1.25 | $-1.14 | +8.8% | $546M | -11.7% |
| Jun 4, 2025 | $-2.09 | $-2.05 | +1.9% | $474M | -11.4% |
| Mar 7, 2025 | $3.31 | $3.26 | -1.5% | $746M | +61.5% |
| Dec 6, 2024 | $0.22 | $0.61 | +177.3% | $596M | -18.7% |
| Sep 6, 2024 | $-1.12 | $-0.83 | +25.9% | $525M | +2.5% |
| May 31, 2024 | $-2.66 | $-2.10 | +21.1% | $458M | +2.7% |
| Mar 8, 2024 | $3.04 | $2.59 | -14.8% | $739M | +2.3% |
| Dec 1, 2023 | $0.84 | $0.57 | -32.1% | $579M | -0.6% |
| Aug 31, 2023 | $-1.23 | $-0.85 | +30.9% | $523M | +5.2% |
GCO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 13, 2026 | SANDFORT GREGORY Adirector | Buy | 2,958 | $33.80 |
| Jul 2, 2026 | Randolph Ashley Marieofficer: VP, Chief Accounting Officer | Tax | 57 | $36.18 |
| Jun 29, 2026 | Desai Paragofficer: SVP, Chief Strat & Dig Officer | Tax | 547 | $36.18 |
| Jun 29, 2026 | VAUGHN MIMI ECKELdirector, officer: Board Chair, President & CEO | Tax | 4,847 | $36.18 |
| Jun 29, 2026 | Becker Scott Eofficer: SVP, Secretary & Gen Counsel | Tax | 486 | $36.18 |
| Jun 29, 2026 | Ewoldsen Daniel Eofficer: Senior VP | Tax | 373 | $36.18 |
| Apr 7, 2026 | Gray Andrewofficer: Senior VP | Grant | 376 | — |
| Apr 7, 2026 | Becker Scott Eofficer: SVP, Secretary & Gen Counsel | Grant | 9,903 | — |
| Apr 7, 2026 | VAUGHN MIMI ECKELdirector, officer: Board Chair, President & CEO | Grant | 74,832 | — |
| Apr 7, 2026 | Ewoldsen Daniel Eofficer: Senior VP | Grant | 7,681 | — |
| Apr 6, 2026 | Ewoldsen Daniel Eofficer: Senior VP | Tax | 1,527 | $28.39 |
| Apr 6, 2026 | Gray Andrewofficer: Senior VP | Tax | 2,141 | $28.39 |
| Apr 6, 2026 | Desai Paragofficer: SVP, Chief Strat & Dig Officer | Tax | 2,188 | $28.39 |
| Apr 6, 2026 | Becker Scott Eofficer: SVP, Secretary & Gen Counsel | Tax | 1,946 | $28.39 |
| Apr 6, 2026 | VAUGHN MIMI ECKELdirector, officer: Board Chair, President & CEO | Tax | 22,583 | $28.39 |
Source: GCO SEC Form 4 filings, latest Jul 13, 2026. For informational purposes only — not investment advice.
See the full GCO insider & 13F page →Genesco Inc. company profile
Overview
Genesco Inc. (NYSE:GCO) is a Nashville-based footwear and apparel retailer that has been operating since its incorporation in 1924 and went public in 1939. The company has evolved from its origins as a diversified retailer into a focused specialty footwear company serving primarily young consumers through multiple retail banners. Today, Genesco operates approximately 1,425 retail stores across the United States, Puerto Rico, Canada, the United Kingdom, and Ireland, alongside a growing e-commerce presence. The company has undergone significant transformation in recent years, focusing on optimizing its store footprint, enhancing digital capabilities, and repositioning its brands to better serve evolving consumer preferences in the competitive footwear retail market.
Business
Genesco operates as a specialty retailer and wholesaler in the footwear, apparel, and accessories industry, which sits within the broader consumer discretionary retail sector. The footwear retail industry is characterized by rapidly changing fashion trends, seasonal demand patterns, and intense competition from both traditional retailers and direct-to-consumer brands. The company serves customers through four distinct business segments: Journeys Group represents the largest segment, generating approximately 65-70% of total revenues. This division operates the Journeys, Journeys Kidz, and Little Burgundy retail chains, targeting teenagers and young adults with trendy athletic and casual footwear. Journeys stores are primarily located in shopping malls and focus on brands like Nike, Adidas, Vans, and Converse. The segment has been expanding its reach to teen girls and diversifying away from traditional vulcanized canvas shoes toward more premium athletic and lifestyle footwear. Schuh Group contributes roughly 15-20% of revenues and operates primarily in the UK and Ireland. Schuh stores offer casual and athletic footwear with a strong digital presence, where e-commerce represents over 40% of the segment's sales. This segment has shown resilience despite challenging UK macroeconomic conditions. Johnston & Murphy Group accounts for approximately 10-15% of revenues and serves the upscale men's and women's footwear market. This segment operates through retail stores, e-commerce, and wholesale distribution, focusing on dress and casual footwear, apparel, and accessories. The brand has been repositioning itself toward a more modern, casual lifestyle brand to attract younger consumers. Licensed Brands (now called Genesco Brands Group) represents the smallest segment at roughly 5-10% of revenues. This division designs and markets footwear under licensed brands including Levi's, Dockers, G.H. Bass, STARTER, and ETONIC, selling primarily through wholesale channels to other retailers.
Revenue model
Genesco generates revenue through multiple channels and business models across its portfolio. The primary revenue stream comes from direct retail sales through its owned stores and e-commerce websites, where the company purchases inventory from footwear manufacturers and sells to end consumers at marked-up prices. This traditional retail model accounts for approximately 85-90% of total revenues across the Journeys, Schuh, and Johnston & Murphy segments. The company also operates a wholesale business model through its Licensed Brands segment and portions of Johnston & Murphy, where it designs products and sells them to other retailers who then sell to end consumers. Additionally, Genesco earns licensing fees from brand partnerships where it has rights to manufacture and sell footwear under established brand names like Levi's and Dockers. The company's paying customers are primarily individual consumers, with Journeys targeting teenagers and young adults (ages 13-25), Schuh serving a similar demographic in the UK, and Johnston & Murphy focusing on professional adults seeking higher-end footwear and accessories. The wholesale customers include department stores, specialty retailers, and other footwear chains. Several factors significantly impact Genesco's profitability margins. Positive margin drivers include successful product mix shifts toward higher-margin premium footwear, effective inventory management, digital sales growth (which typically carries higher margins), and the company's ongoing cost reduction initiatives targeting $45-50 million in annual savings. Strong brand relationships that provide access to limited-edition or high-demand products also support pricing power. Negative margin pressures come from intense promotional competition in the athletic footwear space, rising freight and logistics costs, inflationary pressures on labor and occupancy costs, and the need for significant technology investments to compete digitally. Seasonal demand volatility, particularly around back-to-school and holiday periods, creates inventory risk and potential margin compression. Additionally, the shift in consumer preferences and the need to clear slow-moving inventory through markdowns can pressure gross margins significantly.
Competitive moat
Genesco operates in the highly competitive footwear retail industry where sustainable competitive advantages are limited and constantly under threat. The company's primary moat elements are relatively narrow and include its established relationships with key footwear brands, particularly in securing allocation of high-demand products that are often in limited supply. Journeys has built strong partnerships with brands like Nike, Adidas, and Vans, which can provide some preferential access to sought-after releases that drive traffic and sales. The company also benefits from its scale and market position in the teen footwear segment, where Journeys has developed brand recognition and customer loyalty among its target demographic. The growing loyalty programs across its banners (over 10 million members combined) provide some customer retention and data advantages for targeted marketing. However, Genesco's moat is relatively weak compared to companies in other industries. The footwear retail business faces intense competition from multiple directions: large-format retailers like Foot Locker and Dick's Sporting Goods, direct-to-consumer brands bypassing traditional retail, e-commerce giants like Amazon, and brand-owned retail stores. Consumer preferences in footwear change rapidly, and brand loyalties can shift quickly based on fashion trends and marketing influence. The company's main competitive vulnerabilities include its heavy dependence on mall-based locations at a time when mall traffic continues declining, limited differentiation in product offerings since most retailers carry similar brand portfolios, and the ongoing threat of brands choosing to sell more directly to consumers rather than through traditional retail partners. The digital transformation, while necessary, requires continuous investment and faces competition from pure-play e-commerce retailers with superior logistics and technology capabilities.
Risks & safety
Genesco presents a moderate margin of safety with some financial stability but facing cyclical and structural challenges in retail. • Liquidity and Solvency: Cash position of $34 million with current ratio of 1.60 provides adequate short-term liquidity. Debt-to-equity ratio of 0.89 indicates moderate leverage. Free cash flow of $103 million in Q4 2025 shows improved cash generation, though full-year free cash flow was only $47 million. • Valuation Metrics: Trading at attractive valuation multiples with P/E ratio of 3.25 and EV/EBITDA of 3.69 based on recent profitable quarter. Price-to-book ratio of 0.82 suggests trading below book value. However, full-year results show net loss, making earnings-based metrics less reliable. • Other Considerations: Company has been burning cash in recent years with negative full-year earnings. Retail industry faces structural headwinds from declining mall traffic and shift to e-commerce. However, recent operational improvements and cost reduction initiatives show management's ability to adapt to challenging conditions.
Recent development
Over the past few years, Genesco has undergone significant strategic transformation focused on adapting to changing retail dynamics and consumer preferences. The company has implemented a comprehensive store optimization program, closing approximately 100-140 underperforming Journeys locations while investing in store remodels for higher-performing locations. In fiscal 2026, the company plans to remodel 70 stores (7% of the Journeys fleet) with a new store concept that emphasizes a premium, clean aesthetic designed to better showcase brand partnerships. A major strategic pivot has been diversifying Journeys' product assortment away from traditional vulcanized canvas shoes toward more premium athletic and lifestyle footwear. The company has expanded its addressable market by targeting teen girls more aggressively and building strategic partnerships with premium footwear brands to secure allocation of high-demand, limited-edition products that drive traffic and higher margins. Digital transformation has been a key focus, with e-commerce now representing approximately 25% of total retail sales across the portfolio. The company has invested heavily in enhancing its digital platforms, implementing omnichannel capabilities like buy-online-pickup-in-store, and developing sophisticated loyalty programs. The Journeys All Access program has grown to over 4 million members, while Schuh's digital business represents over 40% of that segment's sales. The company has also undertaken significant cost reduction initiatives, targeting $45-50 million in annual savings through optimizing selling expenses, reducing occupancy costs through rent renegotiations, and streamlining operations. Additionally, Genesco has been repositioning the Johnston & Murphy brand toward a more modern, casual lifestyle positioning with the "Not Your Dad's Shoe Company" campaign to attract younger consumers and reduce dependence on traditional dress footwear.
GCO company profile · for informational purposes only — not investment advice.
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