Genesco (GCO)
Market Price (7/8/2026): $33.365 | Market Cap: $347.9 MilSector: Consumer Discretionary | Industry: Apparel Retail
Genesco (GCO)
Market Price (7/8/2026): $33.365Market Cap: $347.9 MilSector: Consumer DiscretionaryIndustry: Apparel Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.6%, FCF Yield is 25% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. | Weak multi-year price returns3Y Excs Rtn is -39% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 157% Key risksGCO key risks include [1] an overleveraged balance sheet, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.6%, FCF Yield is 25% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. |
| Weak multi-year price returns3Y Excs Rtn is -39% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 157% |
| Key risksGCO key risks include [1] an overleveraged balance sheet, Show more. |
Qualitative Assessment
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Genesco (GCO) stock has gained about 15% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Beat.
Genesco reported its fiscal Q1 2027 financial results on May 29, 2026, for the quarter ended April 2026, significantly exceeding analyst expectations. The company posted a loss per share of -$2.18, which was $0.41, or 15.50%, better than the consensus estimate of a loss of -$2.59. Additionally, revenue for the quarter reached $487.03 million, surpassing analyst forecasts of $479.74 million by 2.17%. This positive performance was further bolstered by a 3% increase in total sales year-over-year and 2% comparable sales growth, marking the seventh consecutive quarter of positive comparable sales growth across key banners.
2. Positive Fiscal 2027 Outlook and Profitability Projections.
Following the better-than-expected fiscal Q1 2027 results, Genesco issued an optimistic outlook for the remainder of the fiscal year. The company projects a full-year gross margin expansion of 50-60 basis points. Analysts have also revised their forecasts, expecting Genesco's EPS to grow by 27.11% in the coming year, from $2.25 to $2.86 per share, indicating an anticipated return to profitability for fiscal 2027. This forward-looking guidance likely instilled investor confidence and contributed to the stock's upward trend.
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Genesco (GCO) stock has gained about 15% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Beat.
Genesco reported its fiscal Q1 2027 financial results on May 29, 2026, for the quarter ended April 2026, significantly exceeding analyst expectations. The company posted a loss per share of -$2.18, which was $0.41, or 15.50%, better than the consensus estimate of a loss of -$2.59. Additionally, revenue for the quarter reached $487.03 million, surpassing analyst forecasts of $479.74 million by 2.17%. This positive performance was further bolstered by a 3% increase in total sales year-over-year and 2% comparable sales growth, marking the seventh consecutive quarter of positive comparable sales growth across key banners.
2. Positive Fiscal 2027 Outlook and Profitability Projections.
Following the better-than-expected fiscal Q1 2027 results, Genesco issued an optimistic outlook for the remainder of the fiscal year. The company projects a full-year gross margin expansion of 50-60 basis points. Analysts have also revised their forecasts, expecting Genesco's EPS to grow by 27.11% in the coming year, from $2.25 to $2.86 per share, indicating an anticipated return to profitability for fiscal 2027. This forward-looking guidance likely instilled investor confidence and contributed to the stock's upward trend.
3. Activist Investor Engagement and Calls for Value Creation.
The Radoff-Jumana Group, an activist investor holding approximately 9.1% of Genesco's outstanding common stock, initiated a proxy contest during the period. The group challenged the qualifications of certain board members and advocated for significant governance changes, including the separation of the Chair and CEO roles. They proposed measures aimed at unlocking shareholder value, with an estimated potential return of $200 million to $300 million within 18 months. This activist pressure can serve as a catalyst for strategic changes and improved shareholder returns, positively influencing investor sentiment.
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Stock Movement Drivers
Fundamental Drivers
The 15.4% change in GCO stock from 3/31/2026 to 7/7/2026 was primarily driven by a 47.5% change in the company's Net Income Margin (%).| (LTM values as of) | 3312026 | 7072026 | Change |
|---|---|---|---|
| Stock Price ($) | 28.99 | 33.44 | 15.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,436 | 2,449 | 0.5% |
| Net Income Margin (%) | 0.5% | 0.8% | 47.5% |
| P/E Multiple | 22.6 | 17.7 | -21.6% |
| Shares Outstanding (Mil) | 10 | 10 | -0.8% |
| Cumulative Contribution | 15.4% |
Market Drivers
3/31/2026 to 7/7/2026| Return | Correlation | |
|---|---|---|
| GCO | 15.4% | |
| Market (SPY) | 15.0% | 33.5% |
| Sector (XLY) | 7.7% | 38.0% |
Fundamental Drivers
The 35.0% change in GCO stock from 12/31/2025 to 7/7/2026 was primarily driven by a 48985.2% change in the company's Net Income Margin (%).| (LTM values as of) | 12312025 | 7072026 | Change |
|---|---|---|---|
| Stock Price ($) | 24.77 | 33.44 | 35.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,382 | 2,449 | 2.8% |
| Net Income Margin (%) | 0.0% | 0.8% | 48985.2% |
| P/E Multiple | 6,563.4 | 17.7 | -99.7% |
| Shares Outstanding (Mil) | 10 | 10 | -0.9% |
| Cumulative Contribution | 35.0% |
Market Drivers
12/31/2025 to 7/7/2026| Return | Correlation | |
|---|---|---|
| GCO | 35.0% | |
| Market (SPY) | 9.9% | 36.2% |
| Sector (XLY) | -1.5% | 43.7% |
Fundamental Drivers
The 69.8% change in GCO stock from 6/30/2025 to 7/7/2026 was primarily driven by a 61.3% change in the company's P/S Multiple.| (LTM values as of) | 6302025 | 7072026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.69 | 33.44 | 69.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,341 | 2,449 | 4.6% |
| P/S Multiple | 0.1 | 0.1 | 61.3% |
| Shares Outstanding (Mil) | 10 | 10 | 0.6% |
| Cumulative Contribution | 69.8% |
Market Drivers
6/30/2025 to 7/7/2026| Return | Correlation | |
|---|---|---|
| GCO | 69.8% | |
| Market (SPY) | 22.0% | 32.2% |
| Sector (XLY) | 8.7% | 39.5% |
Fundamental Drivers
The 33.5% change in GCO stock from 6/30/2023 to 7/7/2026 was primarily driven by a 187.8% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7072026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.04 | 33.44 | 33.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,347 | 2,449 | 4.3% |
| Net Income Margin (%) | 2.0% | 0.8% | -60.8% |
| P/E Multiple | 6.2 | 17.7 | 187.8% |
| Shares Outstanding (Mil) | 12 | 10 | 13.3% |
| Cumulative Contribution | 33.5% |
Market Drivers
6/30/2023 to 7/7/2026| Return | Correlation | |
|---|---|---|
| GCO | 33.5% | |
| Market (SPY) | 74.6% | 41.8% |
| Sector (XLY) | 41.4% | 46.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GCO Return | 113% | -28% | -23% | 21% | -42% | 34% | 10% |
| Peers Return | 34% | -20% | 27% | 46% | -6% | -7% | 72% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 101% |
Monthly Win Rates [3] | |||||||
| GCO Win Rate | 83% | 42% | 42% | 42% | 42% | 57% | |
| Peers Win Rate | 55% | 38% | 60% | 57% | 50% | 43% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 57% | |
Max Drawdowns [4] | |||||||
| GCO Max Drawdown | -20% | -45% | -64% | -33% | -60% | -35% | |
| Peers Max Drawdown | -33% | -46% | -33% | -36% | -54% | -30% | |
| 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 7/7/2026 (YTD)
How Low Can It Go
| Event | GCO | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -56.7% | -18.8% |
| % Gain to Breakeven | 130.8% | 23.1% |
| Time to Breakeven | 422 days | 79 days |
| 2020 COVID-19 Crash | ||
| % Loss | -76.7% | -33.7% |
| % Gain to Breakeven | 329.1% | 50.9% |
| Time to Breakeven | 300 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -13.9% | -19.2% |
| % Gain to Breakeven | 16.2% | 23.8% |
| Time to Breakeven | 44 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -40.8% | -3.7% |
| % Gain to Breakeven | 68.9% | 3.9% |
| Time to Breakeven | 1416 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -18.6% | -12.2% |
| % Gain to Breakeven | 22.9% | 13.9% |
| Time to Breakeven | 70 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -23.3% | -17.9% |
| % Gain to Breakeven | 30.3% | 21.8% |
| Time to Breakeven | 28 days | 123 days |
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.
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| Event | GCO | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -56.7% | -18.8% |
| % Gain to Breakeven | 130.8% | 23.1% |
| Time to Breakeven | 422 days | 79 days |
| 2020 COVID-19 Crash | ||
| % Loss | -76.7% | -33.7% |
| % Gain to Breakeven | 329.1% | 50.9% |
| Time to Breakeven | 300 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -40.8% | -3.7% |
| % Gain to Breakeven | 68.9% | 3.9% |
| Time to Breakeven | 1416 days | 6 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -23.3% | -17.9% |
| % Gain to Breakeven | 30.3% | 21.8% |
| Time to Breakeven | 28 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -27.0% | -15.4% |
| % Gain to Breakeven | 36.9% | 18.2% |
| Time to Breakeven | 121 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -61.9% | -53.4% |
| % Gain to Breakeven | 162.3% | 114.4% |
| Time to Breakeven | 477 days | 1085 days |
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.
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- 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.
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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.
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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)
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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.
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Key Risks to Genesco (GCO)
- 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.
- 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.
- 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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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.
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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.
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Genesco (GCO) anticipates several key drivers for future revenue growth over the next two to three years:
- 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.
- 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.
- 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.
- 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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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.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Genesco Earnings Notes | 12/16/2025 | |
| Is Genesco Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 25.30 |
| Mkt Cap | 0.9 |
| Rev LTM | 2,856 |
| Op Inc LTM | 114 |
| FCF LTM | 109 |
| FCF 3Y Avg | 98 |
| CFO LTM | 142 |
| CFO 3Y Avg | 133 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.6% |
| Rev Chg 3Y Avg | 0.3% |
| Rev Chg Q | 9.0% |
| QoQ Delta Rev Chg LTM | 1.9% |
| Op Inc Chg LTM | 25.0% |
| Op Inc Chg 3Y Avg | 30.5% |
| Op Mgn LTM | 5.4% |
| Op Mgn 3Y Avg | 4.7% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 6.6% |
| CFO/Rev 3Y Avg | 6.0% |
| FCF/Rev LTM | 3.0% |
| FCF/Rev 3Y Avg | 3.3% |
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 |
|---|---|---|---|
| Journeys Group | 1,495 | 1,399 | 1,364 |
| Schuh Group | 500 | 480 | 480 |
| Johnston & Murphy Group | 320 | 320 | 339 |
| Genesco Brands Group | 121 | 126 | 141 |
| Corporate & Other | 0 | ||
| Total | 2,436 | 2,325 | 2,325 |
| $ Mil | 2026 | 2025 | 2024 |
|---|---|---|---|
| Journeys Group | 60 | 26 | 11 |
| Johnston & Murphy Group | 5 | 8 | 16 |
| Genesco Brands Group | -0 | 7 | -0 |
| Schuh Group | -5 | 10 | 21 |
| Asset impairments and other( | -8 | -3 | |
| Unallocated selling and administrative expenses | -35 | -35 | |
| Corporate & Other | -62 | ||
| Total | 17 | 14 | -13 |
| $ Mil | 2026 | 2025 | 2024 |
|---|---|---|---|
| Journeys Group | 723 | 674 | 659 |
| Corporate & Other | 218 | 213 | 245 |
| Johnston & Murphy Group | 211 | 183 | 165 |
| Schuh Group | 193 | 189 | 200 |
| Genesco Brands Group | 49 | 77 | 60 |
| Total | 1,393 | 1,336 | 1,330 |
Price Behavior
| Market Price | $33.44 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 07/01/1985 | |
| Distance from 52W High | -21.7% | |
| 50 Days | 200 Days | |
| DMA Price | $35.44 | $30.89 |
| DMA Trend | up | up |
| Distance from DMA | -5.6% | 8.3% |
| 3M | 1YR | |
| Volatility | 56.6% | 64.3% |
| Downside Capture | 207.20 | 119.56 |
| Upside Capture | 160.80 | 143.96 |
| Correlation (SPY) | 34.5% | 32.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.10 | 1.17 | 1.41 | 1.52 | 1.66 | 1.74 |
| Up Beta | -1.48 | -1.12 | 0.71 | 1.36 | 2.31 | 1.77 |
| Down Beta | 2.96 | 1.43 | 1.35 | 1.67 | 1.90 | 1.83 |
| Up Capture | 42% | 135% | 177% | 209% | 174% | 449% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 9 | 21 | 36 | 65 | 126 | 367 |
| Down Capture | 165% | 198% | 196% | 124% | 107% | 110% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 12 | 20 | 27 | 60 | 125 | 382 |
[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 | |
|---|---|---|---|---|
| GCO | 55.0% | 64.3% | 0.95 | - |
| Sector ETF (XLY) | 6.8% | 18.6% | 0.22 | 39.2% |
| Equity (SPY) | 20.7% | 12.5% | 1.22 | 32.3% |
| Gold (GLD) | 23.0% | 27.8% | 0.73 | 10.6% |
| Commodities (DBC) | 22.9% | 18.6% | 0.97 | -7.5% |
| Real Estate (VNQ) | 13.6% | 13.8% | 0.68 | 29.7% |
| Bitcoin (BTCUSD) | -41.8% | 42.8% | -1.14 | 26.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GCO | |
|---|---|---|---|---|
| GCO | -11.2% | 60.9% | 0.06 | - |
| Sector ETF (XLY) | 6.5% | 23.9% | 0.23 | 45.6% |
| Equity (SPY) | 13.3% | 17.1% | 0.60 | 41.9% |
| Gold (GLD) | 17.8% | 18.3% | 0.79 | 5.4% |
| Commodities (DBC) | 7.6% | 19.5% | 0.29 | 12.7% |
| Real Estate (VNQ) | 3.1% | 18.9% | 0.06 | 35.4% |
| Bitcoin (BTCUSD) | 13.2% | 53.5% | 0.43 | 17.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GCO | |
|---|---|---|---|---|
| GCO | -6.1% | 66.0% | 0.20 | - |
| Sector ETF (XLY) | 13.1% | 22.1% | 0.54 | 45.3% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 41.4% |
| Gold (GLD) | 11.6% | 16.1% | 0.59 | -0.5% |
| Commodities (DBC) | 6.2% | 18.0% | 0.27 | 17.7% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 39.7% |
| Bitcoin (BTCUSD) | 57.9% | 66.2% | 0.98 | 12.4% |
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Returns Analyses
Earnings Returns History
Updated 7/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/29/2026 | 5.5% | 9.7% | -4.3% |
| 3/6/2026 | 1.6% | -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% |
| 12/6/2024 | 9.5% | 15.4% | 12.1% |
| 9/6/2024 | -12.0% | -17.9% | -4.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 8 | 7 |
| # Negative | 14 | 16 | 17 |
| Median Positive | 4.9% | 4.7% | 5.7% |
| Median Negative | -10.7% | -10.7% | -7.2% |
| Max Positive | 17.6% | 15.4% | 13.3% |
| Max Negative | -32.2% | -39.9% | -44.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/29/2026 | 5.5% | 9.7% | -4.3% |
| 3/6/2026 | 1.6% | -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% |
| 12/6/2024 | 9.5% | 15.4% | 12.1% |
| 9/6/2024 | -12.0% | -17.9% | -4.4% |
| 5/31/2024 | 4.4% | 0.7% | -10.8% |
| 3/8/2024 | -9.5% | -16.1% | -6.4% |
| 12/1/2023 | -16.1% | -14.7% | -7.7% |
| 8/31/2023 | 17.6% | 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% |
| 5/26/2022 | 8.0% | 4.2% | 3.1% |
| 3/10/2022 | 11.8% | 11.4% | 0.8% |
| 12/3/2021 | 2.8% | -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% |
| 12/4/2020 | 4.4% | -1.6% | -4.9% |
| 9/3/2020 | 3.8% | -4.7% | 3.9% |
| SUMMARY STATS | |||
| # Positive | 10 | 8 | 7 |
| # Negative | 14 | 16 | 17 |
| Median Positive | 4.9% | 4.7% | 5.7% |
| Median Negative | -10.7% | -10.7% | -7.2% |
| Max Positive | 17.6% | 15.4% | 13.3% |
| Max Negative | -32.2% | -39.9% | -44.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/11/2026 | 10-Q |
| 01/31/2026 | 03/25/2026 | 10-K |
| 10/31/2025 | 12/11/2025 | 10-Q |
| 07/31/2025 | 09/11/2025 | 10-Q |
| 04/30/2025 | 06/12/2025 | 10-Q |
| 01/31/2025 | 03/26/2025 | 10-K |
| 10/31/2024 | 12/12/2024 | 10-Q |
| 07/31/2024 | 09/12/2024 | 10-Q |
| 04/30/2024 | 06/13/2024 | 10-Q |
| 01/31/2024 | 03/27/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/07/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/22/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| 07/31/2022 | 09/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/11/2026 | 10-Q |
| 01/31/2026 | 03/25/2026 | 10-K |
| 10/31/2025 | 12/11/2025 | 10-Q |
| 07/31/2025 | 09/11/2025 | 10-Q |
| 04/30/2025 | 06/12/2025 | 10-Q |
| 01/31/2025 | 03/26/2025 | 10-K |
| 10/31/2024 | 12/12/2024 | 10-Q |
| 07/31/2024 | 09/12/2024 | 10-Q |
| 04/30/2024 | 06/13/2024 | 10-Q |
| 01/31/2024 | 03/27/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/07/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/22/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| 07/31/2022 | 09/08/2022 | 10-Q |
| 04/30/2022 | 06/09/2022 | 10-Q |
| 01/31/2022 | 03/23/2022 | 10-K |
| 10/31/2021 | 12/09/2021 | 10-Q |
| 07/31/2021 | 09/09/2021 | 10-Q |
| 04/30/2021 | 06/10/2021 | 10-Q |
| 01/31/2021 | 03/31/2021 | 10-K |
| 10/31/2020 | 12/10/2020 | 10-Q |
| 07/31/2020 | 09/10/2020 | 10-Q |
| 04/30/2020 | 06/11/2020 | 10-Q |
| 01/31/2020 | 04/01/2020 | 10-K |
| 10/31/2019 | 12/12/2019 | 10-Q |
| 07/31/2019 | 09/12/2019 | 10-Q |
Recent Forward Guidance
Updated 6/1/2026Latest: Q1 2027 Earnings Reported 5/29/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Adjusted Diluted EPS | 2 | 2.2 | 2.4 | 4.8% | Raised | Guidance: 2.1 for 2027 | |
| 2027 Comparable Sales Growth | 1.0% | 1.5% | 2.0% | 0 | 0 | Affirmed | Guidance: 1.5% for 2027 |
| 2027 Total Sales Growth | -1.0% | -0.5% | 0.0% | 0 | 0 | Affirmed | Guidance: -0.5% for 2027 |
| 2029 Cost Savings | 40.00 Mil | 45.00 Mil | 50.00 Mil | Higher New | |||
Prior: Q4 2026 Earnings Reported 3/6/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Comparable Sales Growth | 1.0% | 1.5% | 2.0% | -50.0% | -1.5% | Lowered | Guidance: 3.0% for 2026 |
| 2027 Total Sales Growth | -1.0% | -0.5% | 0.0% | -125.0% | -2.5% | Lowered | Guidance: 2.0% for 2026 |
| 2027 Adjusted Diluted EPS | 1.9 | 2.1 | 2.3 | 121.0% | Raised | Guidance: 0.95 for 2026 | |
Q3 2026 Earnings Reported 12/4/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Total Sales Growth | 2.0% | -42.9% | Lowered | Guidance: 3.5% for 2026 | |||
| 2026 Comparable Sales Growth | 3.0% | -33.3% | Lowered | Guidance: 4.5% for 2026 | |||
| 2026 Adjusted Diluted EPS | 0.95 | -36.7% | Lowered | Guidance: 1.5 for 2026 | |||
| 2026 Tax Rate | 34.0% | ||||||
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Apparel Retail Resources |
| Apparel News |
| Just Style |
| Sourcing Journal |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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