Genesco (GCO)


Market Price (10/9/2026): $36.81 | Market Cap: $387.9 MilSector: Consumer Discretionary | Industry: Apparel Retail

Genesco (GCO)


Market Price (10/9/2026): $36.81
Market Cap: $387.9 Mil
Sector: Consumer Discretionary
Industry: Apparel Retail

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4%, FCF Yield is 19%

Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail.

Weak multi-year price returns
3Y Excs Rtn is -62%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 136%

Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -3.0%

Key risks
GCO key risks include [1] an overleveraged balance sheet, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4%, FCF Yield is 19%
1 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail.
2 Weak multi-year price returns
3Y Excs Rtn is -62%
3 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12%
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 136%
5 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -3.0%
6 Key risks
GCO key risks include [1] an overleveraged balance sheet, Show more.

GCO in ETFs

Weight = GCO's share of each fund

VTI0.00%
IWM0.01%
FNDA0.05%
AVUV0.03%
VTWO0.01%
DFAS0.01%
SCHA0.01%
IWN0.00%
+3 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 10/8/2026

Genesco (GCO) stock has gained about 10% since 6/30/2026 because of the following key factors:

1. Strong Fiscal Q2 2027 Performance Exceeding Expectations and Upgraded Outlook. Genesco reported an adjusted loss of $0.83 per share for Fiscal Q2 2027 (which ended July 31, 2026), significantly beating analyst estimates by $0.54 per share. Additionally, revenue of $530 million surpassed forecasts by $1.6 million. The company's gross margin expanded by 140 basis points to 47.2% due to reduced discounting and an improved product mix, leading to an adjusted operating loss improvement to $8 million from $14 million in the prior year's comparable quarter. Following these results, Genesco raised its full-year adjusted EPS guidance to the high end of the $2.00-$2.40 range and improved its gross margin outlook for Fiscal 2027 to an expansion of 60-80 basis points.

2. Resolution of Shareholder Proxy Contest and Validation of Strategic Direction. In mid-July 2026, Genesco successfully concluded a proxy contest at its Annual Meeting of Shareholders, with shareholders re-electing all nine of the company's director nominees. This outcome was reinforced by recommendations from all three major independent proxy advisory firms—ISS, Glass Lewis, and Egan-Jones—who affirmed that the dissident shareholder, Bradley Radoff, had not presented a compelling case for change. This strong shareholder support and external validation removed uncertainty for investors, affirming confidence in the Board, management team, and the "Footwear First" strategy, which has demonstrated positive total shareholder return and improving operating performance.

Show more
Updated on 10/8/2026

Genesco (GCO) stock has gained about 10% since 6/30/2026 because of the following key factors:

1. Strong Fiscal Q2 2027 Performance Exceeding Expectations and Upgraded Outlook. Genesco reported an adjusted loss of $0.83 per share for Fiscal Q2 2027 (which ended July 31, 2026), significantly beating analyst estimates by $0.54 per share. Additionally, revenue of $530 million surpassed forecasts by $1.6 million. The company's gross margin expanded by 140 basis points to 47.2% due to reduced discounting and an improved product mix, leading to an adjusted operating loss improvement to $8 million from $14 million in the prior year's comparable quarter. Following these results, Genesco raised its full-year adjusted EPS guidance to the high end of the $2.00-$2.40 range and improved its gross margin outlook for Fiscal 2027 to an expansion of 60-80 basis points.

2. Resolution of Shareholder Proxy Contest and Validation of Strategic Direction. In mid-July 2026, Genesco successfully concluded a proxy contest at its Annual Meeting of Shareholders, with shareholders re-electing all nine of the company's director nominees. This outcome was reinforced by recommendations from all three major independent proxy advisory firms—ISS, Glass Lewis, and Egan-Jones—who affirmed that the dissident shareholder, Bradley Radoff, had not presented a compelling case for change. This strong shareholder support and external validation removed uncertainty for investors, affirming confidence in the Board, management team, and the "Footwear First" strategy, which has demonstrated positive total shareholder return and improving operating performance.

3. Improved Analyst Sentiment and Price Target Revisions. Following the positive Fiscal Q2 2027 earnings report and strategic developments, Genesco experienced upgrades and favorable revisions in analyst sentiment. Notably, on October 3, 2026, Wall Street Zen upgraded the stock from a "hold" to a "buy" rating, and Zacks Research also raised its rating from "hold" to "strong-buy" on September 4, 2026. Analysts, such as Joseph Civello from Truist, also increased their price targets, with Civello raising his target to $38 from $32 on September 4, 2026, contributing to an overall "Moderate Buy" consensus rating and an average price target of approximately $36.00 to $39.67 for the stock.

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Stock Movement Drivers

Fundamental Drivers

The 9.2% change in GCO stock from 6/30/2026 to 10/8/2026 was primarily driven by a 112.9% change in the company's Net Income Margin (%).
(LTM values as of)630202610082026Change
Stock Price ($)33.7736.879.2%
Change Contribution By: 
Total Revenues ($ Mil)2,4492,433-0.7%
Net Income Margin (%)0.8%1.7%112.9%
P/E Multiple17.99.3-47.8%
Shares Outstanding (Mil)1011-1.0%
Cumulative Contribution9.2%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2026 to 10/8/2026
ReturnCorrelation
GCO9.2% 
Market (SPY)3.6%25.0%
Sector (XLY)-4.7%47.4%

Fundamental Drivers

The 27.2% change in GCO stock from 3/31/2026 to 10/8/2026 was primarily driven by a 214.1% change in the company's Net Income Margin (%).
(LTM values as of)331202610082026Change
Stock Price ($)28.9936.8727.2%
Change Contribution By: 
Total Revenues ($ Mil)2,4362,433-0.1%
Net Income Margin (%)0.5%1.7%214.1%
P/E Multiple22.69.3-58.7%
Shares Outstanding (Mil)1011-1.9%
Cumulative Contribution27.2%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 10/8/2026
ReturnCorrelation
GCO27.2% 
Market (SPY)19.3%30.8%
Sector (XLY)2.7%41.3%

Fundamental Drivers

The 27.2% change in GCO stock from 9/30/2025 to 10/8/2026 was primarily driven by a 26.4% change in the company's P/S Multiple.
(LTM values as of)930202510082026Change
Stock Price ($)28.9936.8727.2%
Change Contribution By: 
Total Revenues ($ Mil)2,3622,4333.0%
P/S Multiple0.10.226.4%
Shares Outstanding (Mil)1011-2.3%
Cumulative Contribution27.2%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 10/8/2026
ReturnCorrelation
GCO27.2% 
Market (SPY)17.1%31.1%
Sector (XLY)-6.2%38.9%

Fundamental Drivers

The 19.6% change in GCO stock from 9/30/2023 to 10/8/2026 was primarily driven by a 355.6% change in the company's Net Income Margin (%).
(LTM values as of)930202310082026Change
Stock Price ($)30.8236.8719.6%
Change Contribution By: 
Total Revenues ($ Mil)2,3352,4334.2%
Net Income Margin (%)0.4%1.7%355.6%
P/E Multiple39.99.3-76.6%
Shares Outstanding (Mil)11117.7%
Cumulative Contribution19.6%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2023 to 10/8/2026
ReturnCorrelation
GCO19.6% 
Market (SPY)87.3%42.4%
Sector (XLY)42.0%47.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
GCO Return113%-28%-23%21%-42%47%21%
Peers Return34%-20%27%46%-6%-5%76%
S&P 500 Return27%-19%24%23%16%14%108%

Monthly Win Rates [3]
GCO Win Rate83%42%42%42%42%70% 
Peers Win Rate55%38%60%57%50%48% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
GCO Max Drawdown-20%-45%-64%-33%-60%-35% 
Peers Max Drawdown-33%-46%-33%-36%-54%-33% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: DECK, CAL, WWW, DBI, URBN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/8/2026 (YTD)

How Low Can It Go

EventGCOS&P 500
2025 US Tariff Shock
  % Loss-56.7%-18.8%
  % Gain to Breakeven130.8%23.1%
  Time to Breakeven422 days79 days
2020 COVID-19 Crash
  % Loss-76.7%-33.7%
  % Gain to Breakeven329.1%50.9%
  Time to Breakeven300 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-13.9%-19.2%
  % Gain to Breakeven16.2%23.8%
  Time to Breakeven44 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-40.8%-3.7%
  % Gain to Breakeven68.9%3.9%
  Time to Breakeven1416 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-18.6%-12.2%
  % Gain to Breakeven22.9%13.9%
  Time to Breakeven70 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-23.3%-17.9%
  % Gain to Breakeven30.3%21.8%
  Time to Breakeven28 days123 days

Compare to DECK, CAL, WWW, DBI, URBN

In The Past

Genesco's stock fell -56.7% during the 2025 US Tariff Shock. Such a loss loss requires a 130.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventGCOS&P 500
2025 US Tariff Shock
  % Loss-56.7%-18.8%
  % Gain to Breakeven130.8%23.1%
  Time to Breakeven422 days79 days
2020 COVID-19 Crash
  % Loss-76.7%-33.7%
  % Gain to Breakeven329.1%50.9%
  Time to Breakeven300 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-40.8%-3.7%
  % Gain to Breakeven68.9%3.9%
  Time to Breakeven1416 days6 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-23.3%-17.9%
  % Gain to Breakeven30.3%21.8%
  Time to Breakeven28 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-27.0%-15.4%
  % Gain to Breakeven36.9%18.2%
  Time to Breakeven121 days125 days
2008-2009 Global Financial Crisis
  % Loss-61.9%-53.4%
  % Gain to Breakeven162.3%114.4%
  Time to Breakeven477 days1085 days

Compare to DECK, CAL, WWW, DBI, URBN

In The Past

Genesco's stock fell -56.7% during the 2025 US Tariff Shock. Such a loss loss requires a 130.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Genesco (GCO)

Genesco Inc. (GCO) is a diversified footwear and accessories company operating as both a retailer and wholesaler. The company manages a portfolio of well-known brands across various market segments, primarily selling footwear, but also offering apparel and accessories. Genesco maintains a significant physical retail presence with approximately 1,425 stores across North America and Europe, complemented by robust e-commerce operations.

Genesco's business is structured into four main segments, each targeting distinct customer bases. The Journeys Group caters to young men, women, and children with casual footwear and accessories through its Journeys, Journeys Kidz, and Little Burgundy chains. The Schuh Group focuses on fashion-forward casual and athletic footwear primarily in the UK and Ireland. For a more mature demographic, the Johnston & Murphy Group offers men's dress and casual footwear, apparel, and accessories, along with women's footwear.

Beyond its owned retail concepts, Genesco also operates a Licensed Brands segment, which designs, markets, and wholesales footwear under popular names such as Levi's, Dockers, and G.H. Bass, as well as STARTER and ETONIC brands. This dual retail and wholesale strategy allows Genesco to reach a broad spectrum of consumers across different demographics and distribution channels, from trend-focused youth to established professionals.

AI Analysis | Feedback

It's like a smaller Wolverine World Wide, a footwear giant that owns and operates a diverse portfolio of shoe brands and retail chains.
Imagine a footwear version of Gap Inc., where instead of clothing, they operate multiple distinct shoe store chains like Journeys (for youth fashion) and Johnston & Murphy (for classic styles).

AI Analysis | Feedback

  • Footwear: Genesco offers a wide range of footwear, including casual, athletic, dress, and children's shoes, sold through its various retail chains, e-commerce platforms, and under licensed brands.
  • Apparel: The company provides men's and women's apparel primarily through its Johnston & Murphy Group segment.
  • Accessories: Genesco sells various accessories for men, women, and children across its Journeys, Johnston & Murphy, and other retail groups.

AI Analysis | Feedback

Genesco (GCO) primarily sells to individual consumers through its extensive network of retail stores and e-commerce websites. The company serves the following categories of customers:

  • Youth and Young Adults: This segment is primarily targeted by the Journeys Group (Journeys, Journeys Kidz, Little Burgundy) and Schuh Group, offering trendy, casual, and athletic footwear and accessories for young men, women, and children.
  • Adults (Men and Women): The Johnston & Murphy Group caters to this demographic with men's dress and casual footwear, apparel, and accessories, as well as women's footwear and accessories. The Licensed Brands segment (e.g., Levi's, Dockers, G.H. Bass) also markets footwear for adult men and women.
  • Children: Served through the Journeys Kidz brand and various Licensed Brands (e.g., Levi's, G.H. Bass, STARTER, ETONIC), offering footwear for younger consumers.

AI Analysis | Feedback

The following are major suppliers for Genesco (GCO), primarily supplying branded merchandise for its Journeys and Schuh retail segments:

  • Nike, Inc. (NKE)
  • VF Corporation (VFC)
  • Deckers Outdoor Corporation (DECK)
  • Crocs, Inc. (CROX)
  • Birkenstock Holding plc (BIRK)

AI Analysis | Feedback

Mimi E. Vaughn, Board Chair, President and Chief Executive Officer, Interim Chief Financial Officer
Ms. Vaughn was appointed President and Chief Executive Officer of Genesco in February 2020 and assumed the additional role of Board Chair in July 2020. Effective March 6, 2026, she also assumed the role of Interim Chief Financial Officer. Ms. Vaughn began her career with Genesco in September 2003 as vice president of strategy and business development, progressing through various leadership roles including senior vice president of strategy and shared services, chief financial officer from 2015 to 2019, and chief operating officer. Prior to joining Genesco, she served as executive vice president of business development and marketing, and acting chief financial officer for Link2Gov Corporation. From 1993 to 1999, Ms. Vaughn was a consultant at McKinsey & Company, specializing in consumer and retail sectors. She also held corporate finance positions at Goldman Sachs & Co., Wasserstein Perella & Co. Inc., and Drexel Burnham Lambert.

Scott E. Becker, Senior Vice President, General Counsel and Corporate Secretary
Mr. Becker was named Genesco's senior vice president, general counsel, and corporate secretary in October 2019. Before joining Genesco, he spent from 2006 to 2019 at Nissan Group of North America and Latin America, where he held various roles with increasing responsibility, including senior vice president overseeing legal, government affairs, finance, strategy, and administration.

Parag D. Desai, Senior Vice President, Chief Strategy and Digital Officer
Mr. Desai was appointed Genesco's senior vice president, chief strategy and digital officer in April 2021, having previously served as senior vice president, strategy and shared services since December 2014. He brings several decades of experience in developing business strategies, including 14 years with McKinsey & Company, where he was a partner and a core member of the firm's global retail leadership team and consumer practice.

Andrew "Andy" I. Gray, Senior Vice President; Chief Executive Officer, Journeys Global Retail Group
Mr. Gray serves as the Senior Vice President and Chief Executive Officer of the Journeys Global Retail Group.

AI Analysis | Feedback

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Key Risks to Genesco (GCO)

  1. Economic downturns and decreased consumer discretionary spending: As a retailer and wholesaler of footwear, apparel, and accessories, Genesco's performance is highly sensitive to overall economic conditions, consumer confidence, and levels of discretionary income. A decline in any of these factors could lead to reduced demand for its products, impacting sales and profitability across all segments.
  2. Failure to anticipate and respond to rapidly changing fashion trends and consumer preferences: Especially for its youth-oriented brands within the Journeys Group and Schuh Group, Genesco operates in a dynamic industry where consumer tastes and fashion trends can shift quickly. A failure to effectively identify, source, and market products that align with evolving preferences could result in excess inventory, increased markdowns, and a loss of market share and brand relevance.
  3. Intense competition in the retail and wholesale footwear and apparel markets: Genesco faces significant competition from a wide array of entities, including other multi-brand retailers, specialty stores, department stores, online-only retailers, and direct-to-consumer brands. This competitive landscape can put pressure on pricing, margins, and market share, requiring continuous investment in product innovation, marketing, and customer experience to remain competitive.
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AI Analysis | Feedback

The accelerating direct-to-consumer (DTC) strategy by major footwear and apparel brands poses a clear emerging threat. Brands that Genesco either sells in its retail segments (Journeys, Schuh, Johnston & Murphy) or competes with its licensed brands are increasingly investing in and prioritizing their own retail stores and e-commerce channels. This strategic shift by suppliers to control their distribution and customer relationships could lead to reduced product availability for multi-brand retailers like Genesco, increased direct competition from its own suppliers, and a fundamental shift in consumer purchasing habits away from multi-brand retail environments.

AI Analysis | Feedback

Genesco Inc. (GCO) operates in the footwear, apparel, and accessories markets across various regions. The addressable market sizes for its main products and services are as follows:

Footwear Market

  • Global: The global footwear market size was valued at approximately USD 423.35 billion in 2024 and is projected to reach USD 618.39 billion by 2033, exhibiting a Compound Annual Growth Rate (CAGR) of 4.3% from 2025 to 2033.
  • United States: The U.S. footwear market size was USD 95.1 billion in 2024, and it is projected to grow by 3.7% annually from 2025 to 2032, reaching USD 125.7 billion by 2032.
  • United Kingdom: The UK footwear market generated a revenue of USD 15.03 billion in 2024 and is expected to reach USD 18.88 billion by 2030, with a CAGR of 3.9% from 2025 to 2030.
  • Canada: The Canada footwear market generated a revenue of USD 8.58 billion in 2024 and is expected to reach USD 10.91 billion by 2030, growing at a CAGR of 4.1% from 2025 to 2030.

Apparel Market

  • United States (Men's Apparel): The U.S. menswear market is expected to generate approximately USD 110 billion in revenue in 2024. The market is anticipated to reach USD 154.5 billion in 2025 and is estimated to reach USD 192.4 billion by 2034, with a CAGR of 2.40% from 2026-2034.

Accessories Market

  • United States: The U.S. fashion accessories market generated a revenue of approximately USD 222.07 billion in 2024 and is expected to reach approximately USD 342.99 billion by 2030, growing at a CAGR of 7.8% from 2025 to 2030.

AI Analysis | Feedback

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Genesco (GCO) anticipates several key drivers for future revenue growth over the next two to three years:

  1. Continued Momentum and Strategic Initiatives within the Journeys Group: The Journeys brand is expected to be a primary growth engine, with projections for continued positive comparable sales. This growth is driven by strategic initiatives such as the expansion of "Journeys 4.0" store concepts, which have consistently outperformed, and a focus on becoming a "multi-brand, multi-category offering to inspire the journey from one you to the next" through product elevation and diversification strategies.
  2. Digital and Omnichannel Acceleration: Genesco is investing in its digital and omnichannel platforms to enhance customer reach and improve the overall shopping experience. This focus has already led to significant growth in e-commerce sales, which represented 25% of total retail sales for fiscal year 2026 and 31% in Q4 FY26, and is a key component of connecting with new customers.
  3. Strategic Brand Portfolio Optimization and New Licensing Partnerships: The company is actively refining its brand portfolio and pursuing new licensing ventures to diversify revenue streams. A notable example is the new multiyear partnership with Wrangler for footwear, which follows the exit of Levi's from the footwear business. This strategy, part of Genesco's "Footwear First Strategy," aims to leverage brand equity in new product categories and optimize its offerings.
  4. Growth in the Johnston & Murphy Group: The Johnston & Murphy Group has shown consistent sales improvements and is projected to deliver positive comparable sales. While the company is optimizing its overall store footprint, Johnston & Murphy is expected to add new stores, contributing to its segment growth.
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AI Analysis | Feedback

Share Repurchases

  • Genesco's board of directors authorized a $50 million increase to its existing $200 million share repurchase authorization in June 2023. Since September 2019, the company repurchased approximately 3.9 million shares at a total cost of about $189.5 million.
  • As of early Fiscal 2026, the company repurchased approximately 600,000 shares for $12.6 million.
  • As of January 31, 2026, Genesco had $29.8 million remaining under its current share repurchase authorization.

Capital Expenditures

  • Capital expenditures in the fourth quarter of Fiscal 2026 were primarily directed towards retail stores, including establishing 84 Journeys 4.0 stores and opening four new Johnston & Murphy stores.
  • For Fiscal 2026, projected capital expenditures were $51 million, with expectations of $52 million for Fiscal 2027.
  • Planned capital allocation for Fiscal 2027 is focused on remodels and digital initiatives.

Better Bets vs. Genesco (GCO)

Peer Outperformance in Apparel Retail

GCO has outperformed 52% of its 25 Apparel Retail peers over 5Y. Among the peers that beat it are BKE, VSXY and GAP. Apparel Retail ranks 12th of 23 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Apparel Retail constituents that GCO has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
70%
of 27 industry peers · 29.0% return
3Y
56%
of 27 industry peers · 27.5% return
5Y
52%
of 25 industry peers · -36.4% return
Apparel Retail peers with revenue growth within 4pp of GCO's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
Ticker Name Rev Growth 3Y Avg P/E 1Y3Y5Y 5Y Gap
GCO Genesco 1.4% 9.3x 29.0%27.5%-36.4% —
BKE Buckle 0.6% 9.9x -17.7%72.5%75.7% +112pp
VSXY Victoria's Secret 3.9% 18.3x 186.6%457.3%66.2% +103pp
GAP Gap 0.5% 6.7x 16.3%145.1%23.0% +59pp
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Apparel Retail is GCO's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Education Services 14 -11.0%80.0%82.8% CVSA 245% · LINC 236% · PRDO 218%
Homebuilding 18 -8.5%31.8%48.5% GRBK 197% · TOL 152% · PHM 151%
Specialty Stores 7 3.0%39.3%12.8% ASO 36% · SIG 32% · DKS 31%
Hotels, Resorts & Cruise Lines 21 7.3%36.0%11.4% RCL 232% · MAR 140% · LIND 134%
Home Improvement Retail 5 -20.8%-0.1%0.3% HVT 13% · LOW 1% · HD 0%
Automotive Retail 18 -13.7%0.9%-5.1% MUSA 214% · PAG 115% · ORLY 111%
Footwear 9 62.5%47.1%-10.4% WEYS 206% · DECK 38% · SHOO 19%
Restaurants 36 -9.1%-8.2%-13.7% EAT 286% · CAKE 164% · BH 119%
Specialized Consumer Services 10 -18.5%15.9%-16.4% HRB 107% · FTDR 88% · SCI 33%
Home Furnishings 4 -5.2%26.6%-17.0% SGI 46% · LZB -1% · MHK -33%
Distributors 4 -11.6%-27.5%-17.1% ARMK 122% · GPC 18% · LKQ -52%
Apparel Retail ← 26 7.2%16.8%-37.7% ANF 260% · URBN 173% · TJX 130%
Household Appliances 18 12.7%-3.2%-39.7% FLXS 218% · HBB 165% · KEQU 160%
Leisure Products 13 -22.5%-21.1%-40.8% GOLF 76% · HAS 26% · MAT -13%
Computer & Electronics Retail 3 3.6%45.6%-41.4% BBY 4% · GME -41% · UPBD -61%
Automotive Parts & Equipment 38 -12.0%-12.8%-41.5% MOD 1459% · GTX 263% · MLR 69%
Leisure Facilities 12 5.5%-6.6%-45.0% JAKK 153% · LTH 134% · OSW 124%
Casinos & Gaming 20 -14.3%-28.0%-47.4% MCRI 91% · RRR 18% · BYD 14%
Apparel, Accessories & Luxury Goods 29 -3.5%13.8%-49.6% RL 258% · TPR 252% · ELA 194%
Broadline Retail 14 -7.3%23.2%-50.9% EBAY 63% · AMZN 55% · OLLI 42%
Consumer Electronics 11 -25.6%-25.5%-74.4% AXIL 3081% · GRMN 91% · SONO -44%
Other Specialty Retail 17 -35.8%-41.3%-77.2% TLF 98% · BBW 90% · WINA 65%
Automobile Manufacturers 8 -75.5%-52.5%-77.9% GM 47% · TSLA 43% · F 10%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

Title
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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
Mkt Price36.8182.6012.4119.025.7980.9727.91
Mkt Cap0.411.40.41.60.3-0.4
Rev LTM2,4335,5272,8471,9522,893-2,847
Op Inc LTM551,2539817090-98
FCF LTM741,11863175120-120
FCF 3Y Avg569795511945-56
CFO LTM1341,194117183157-157
CFO 3Y Avg1091,06111313389-113

Growth & Margins

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
Rev Chg LTM3.0%7.9%7.3%7.2%-0.8%-7.2%
Rev Chg 3Y Avg1.4%14.5%0.1%-7.3%-2.9%-0.1%
Rev Chg Q-3.0%5.7%5.6%6.8%-1.2%-5.6%
QoQ Delta Rev Chg LTM-0.7%1.0%1.3%1.7%-0.3%-1.0%
Op Inc Chg LTM240.7%3.4%-1.6%35.0%258.5%-35.0%
Op Inc Chg 3Y Avg83.4%24.7%-15.6%183.4%60.4%-60.4%
Op Mgn LTM2.2%22.7%3.5%8.7%3.1%-3.5%
Op Mgn 3Y Avg1.1%22.9%4.6%4.8%1.6%-4.6%
QoQ Delta Op Mgn LTM1.1%-0.4%2.1%0.2%0.9%-0.9%
CFO/Rev LTM5.5%21.6%4.1%9.4%5.4%-5.5%
CFO/Rev 3Y Avg4.6%21.2%4.0%7.1%3.1%-4.6%
FCF/Rev LTM3.0%20.2%2.2%9.0%4.1%-4.1%
FCF/Rev 3Y Avg2.4%19.5%1.9%6.3%1.5%-2.4%

Valuation

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
Mkt Cap0.411.40.41.60.3-0.4
P/S0.22.10.10.80.1-0.2
P/Op Inc7.19.14.19.23.3-7.1
P/EBIT6.88.74.59.12.8-6.8
P/E9.311.37.714.417.4-11.3
P/CFO2.99.63.58.51.9-3.5
Total Yield10.7%8.9%15.3%9.1%9.1%-9.1%
Dividend Yield0.0%0.0%2.3%2.2%3.3%-2.2%
FCF Yield 3Y Avg17.3%6.7%6.7%8.9%16.7%-8.9%
D/E1.50.02.20.54.1-1.5
Net D/E1.4-0.12.00.43.9-1.4

Returns

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
1M Rtn6.5%0.0%3.8%-4.6%12.2%1.9%2.9%
3M Rtn9.7%-20.8%8.7%10.1%7.6%16.9%9.2%
6M Rtn16.6%-24.8%0.3%12.0%-8.7%17.8%6.1%
12M Rtn28.8%-18.7%-6.4%-24.5%71.8%12.8%3.2%
3Y Rtn27.3%-0.8%-50.8%160.0%-47.0%156.9%13.3%
1M Excs Rtn5.5%1.3%1.1%-4.1%10.0%2.7%2.0%
3M Excs Rtn5.4%-24.6%3.2%5.5%3.1%15.1%4.3%
6M Excs Rtn2.8%-38.5%-13.5%-1.8%-22.5%4.0%-7.6%
12M Excs Rtn14.3%-31.4%-18.3%-38.1%60.7%0.0%-9.2%
3Y Excs Rtn-61.9%-86.1%-136.5%70.2%-132.5%68.2%-74.0%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil202620252024
Journeys Group1,4951,3991,364
Schuh Group500480480
Johnston & Murphy Group320320339
Genesco Brands Group121126141
Corporate & Other  0
Total2,4362,3252,325


Operating Income by Segment
$ Mil202620252024
Journeys Group602611
Johnston & Murphy Group5816
Genesco Brands Group-07-0
Schuh Group-51021
Asset impairments and other(-8-3 
Unallocated selling and administrative expenses-35-35 
Corporate & Other  -62
Total1714-13


Assets by Segment
$ Mil202620252024
Journeys Group723674659
Corporate & Other218213245
Johnston & Murphy Group211183165
Schuh Group193189200
Genesco Brands Group497760
Total1,3931,3361,330


Price Behavior

Price Behavior
Market Price$36.87 
Market Cap ($ Bil)0.4 
First Trading Date07/01/1985 
Distance from 52W High-13.7% 
   50 Days200 Days
DMA Price$35.21$32.79
DMA Trendupdown
Distance from DMA4.7%12.4%
 3M1YR
Volatility38.4%60.7%
Downside Capture96.52115.17
Upside Capture131.57125.11
Correlation (SPY)25.9%31.3%
GCO Betas & Captures as of 9/30/2026

 1M2M3M6M1Y3Y
Beta2.251.440.861.201.451.73
Up Beta-0.141.58-0.270.221.691.75
Down Beta4.853.140.941.321.771.81
Up Capture255%74%119%160%132%393%
Bmk +ve Days6162766132424
Stock +ve Days10193267126366
Down Capture169%196%123%151%114%111%
Bmk -ve Days16263760120328
Stock -ve Days12233259126385

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GCO
GCO30.3%60.6%0.68-
Sector ETF (XLY)-4.7%19.4%-0.3739.0%
Equity (SPY)16.7%13.0%0.9131.1%
Gold (GLD)3.4%29.6%0.1111.9%
Commodities (DBC)45.0%20.9%1.67-12.2%
Real Estate (VNQ)2.8%13.7%-0.0531.2%
Bitcoin (BTCUSD)-31.7%44.2%-0.7323.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GCO
GCO-7.9%60.2%0.11-
Sector ETF (XLY)5.3%24.1%0.1845.5%
Equity (SPY)14.0%17.1%0.6341.6%
Gold (GLD)18.2%18.9%0.785.0%
Commodities (DBC)10.3%19.6%0.409.5%
Real Estate (VNQ)1.3%18.8%-0.0435.9%
Bitcoin (BTCUSD)13.7%52.2%0.4317.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GCO
GCO-3.4%65.4%0.23-
Sector ETF (XLY)12.0%22.2%0.4945.8%
Equity (SPY)15.4%17.9%0.7341.7%
Gold (GLD)11.6%16.4%0.58-0.3%
Commodities (DBC)8.3%18.1%0.3716.4%
Real Estate (VNQ)4.2%20.7%0.1640.4%
Bitcoin (BTCUSD)63.6%66.2%1.0312.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date9152026
Short Interest: Shares Quantity1.3 Mil
Short Interest: % Change Since 831202616.7%
Average Daily Volume0.3 Mil
Days-to-Cover Short Interest4.7 days
Basic Shares Quantity10.5 Mil
Short % of Basic Shares12.2%

Earnings Returns History

Updated 10/7/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/3/20262.7%-0.6%3.8%
5/29/20265.5%9.7%-4.3%
3/6/20261.6%-3.9%13.3%
12/4/2025-30.8%-32.5%-22.7%
8/28/2025-5.9%2.1%-8.3%
6/4/2025-0.3%3.2%-3.3%
3/7/2025-16.3%-35.2%-44.4%
12/6/20249.5%15.4%12.1%
...
SUMMARY STATS   
# Positive1087
# Negative141617
Median Positive4.9%4.7%5.7%
Median Negative-10.7%-10.7%-7.2%
Max Positive17.6%15.4%13.3%
Max Negative-32.2%-39.9%-44.4%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/3/20262.7%-0.6%3.8%
5/29/20265.5%9.7%-4.3%
3/6/20261.6%-3.9%13.3%
12/4/2025-30.8%-32.5%-22.7%
8/28/2025-5.9%2.1%-8.3%
6/4/2025-0.3%3.2%-3.3%
3/7/2025-16.3%-35.2%-44.4%
12/6/20249.5%15.4%12.1%
9/6/2024-12.0%-17.9%-4.4%
5/31/20244.4%0.7%-10.8%
3/8/2024-9.5%-16.1%-6.4%
12/1/2023-16.1%-14.7%-7.7%
8/31/202317.6%5.2%5.7%
5/25/2023-32.2%-39.9%-13.4%
3/9/2023-13.5%-23.7%-24.3%
12/2/2022-5.8%-6.8%-7.2%
9/1/2022-18.4%-16.4%-30.5%
5/26/20228.0%4.2%3.1%
3/10/202211.8%11.4%0.8%
12/3/20212.8%-0.8%-0.3%
9/2/2021-8.2%-3.7%-4.8%
5/27/2021-2.9%-0.6%9.1%
3/11/2021-1.9%-5.4%-4.3%
12/4/20204.4%-1.6%-4.9%
SUMMARY STATS   
# Positive1087
# Negative141617
Median Positive4.9%4.7%5.7%
Median Negative-10.7%-10.7%-7.2%
Max Positive17.6%15.4%13.3%
Max Negative-32.2%-39.9%-44.4%

SEC Filings

Expand for More
Report DateFiling DateFiling
07/31/202609/10/202610-Q
04/30/202606/11/202610-Q
01/31/202603/25/202610-K
10/31/202512/11/202510-Q
07/31/202509/11/202510-Q
04/30/202506/12/202510-Q
01/31/202503/26/202510-K
10/31/202412/12/202410-Q
07/31/202409/12/202410-Q
04/30/202406/13/202410-Q
01/31/202403/27/202410-K
10/31/202312/07/202310-Q
07/31/202309/07/202310-Q
04/30/202306/08/202310-Q
01/31/202303/22/202310-K
10/31/202212/08/202210-Q
Collapse to Preview
Report DateFiling DateFiling
07/31/202609/10/202610-Q
04/30/202606/11/202610-Q
01/31/202603/25/202610-K
10/31/202512/11/202510-Q
07/31/202509/11/202510-Q
04/30/202506/12/202510-Q
01/31/202503/26/202510-K
10/31/202412/12/202410-Q
07/31/202409/12/202410-Q
04/30/202406/13/202410-Q
01/31/202403/27/202410-K
10/31/202312/07/202310-Q
07/31/202309/07/202310-Q
04/30/202306/08/202310-Q
01/31/202303/22/202310-K
10/31/202212/08/202210-Q
07/31/202209/08/202210-Q
04/30/202206/09/202210-Q
01/31/202203/23/202210-K
10/31/202112/09/202110-Q
07/31/202109/09/202110-Q
04/30/202106/10/202110-Q
01/31/202103/31/202110-K
10/31/202012/10/202010-Q
07/31/202009/10/202010-Q
04/30/202006/11/202010-Q
01/31/202004/01/202010-K
10/31/201912/12/201910-Q

Recent Forward Guidance

Updated 10/4/2026

Latest: Q2 2026 Earnings Reported 9/3/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2027 Operating IncomeReported34.00 Mil40.00 Mil    
2027 Adjusted EPSReported22.42.49.1% RaisedGuidance: 2.2 for 2027
Q3 2026 Tax RateReported7.0%7.5%8.0%   


Prior: Q1 2027 Earnings Reported 5/29/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2027 Comparable Sales GrowthReported1.0%1.5%2.0% 0.0%AffirmedGuidance: 1.5% for 2027
2027 Total Sales GrowthReported-1.0%-0.5%0.0% 0.0%AffirmedGuidance: -0.5% for 2027
2027 Adjusted Diluted EPSReported22.22.44.8% RaisedGuidance: 2.1 for 2027
2029 Cost SavingsReported40.00 Mil45.00 Mil50.00 Mil   

Q4 2026 Earnings Reported 3/6/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2027 Comparable Sales GrowthReported1.0%1.5%2.0% -1.5%Lower NewGuidance: 3.0% for 2026
2027 Total Sales GrowthReported-1.0%-0.5%0.0% -2.5%Lower NewGuidance: 2.0% for 2026
2027 Adjusted Diluted EPSReported1.92.12.3121.0% Higher NewGuidance: 0.95 for 2026

Q3 2026 Earnings Reported 12/4/2025

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 Comparable Sales GrowthReported 3.0%  -1.5%LoweredGuidance: 4.5% for 2026
2026 Total Sales GrowthReported 2.0%  -1.5%LoweredGuidance: 3.5% for 2026
2026 Tax RateReported 34.0%    
2026 Adjusted Diluted EPSReported 0.95 -36.7% LoweredGuidance: 1.5 for 2026

Insider Activity

Updated 9/22/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Collins, Jonathan MSVP Finance and CFODirectBuy922202633.842959,983396,571Form
2Sandfort, Gregory A Sandfort Investments III, LLCBuy713202633.802,95899,980986,014Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Collins, Jonathan MSVP Finance and CFODirectBuy922202633.842959,983396,571Form
2Sandfort, Gregory A Sandfort Investments III, LLCBuy713202633.802,95899,980986,014Form
Core Cache Last Updated: 10/8/2026