Genesco (GCO)


Market Price (9/19/2026): $32.78 | Market Cap: $-Sector: Consumer Discretionary | Industry: Apparel Retail

Genesco (GCO)


Market Price (9/19/2026): $32.78
Market Cap: $-
Sector: Consumer Discretionary
Industry: Apparel Retail

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

0

Weak multi-year price returns
2Y Excs Rtn is -8.6%, 3Y Excs Rtn is -62%

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

0 Weak multi-year price returns
2Y Excs Rtn is -8.6%, 3Y Excs Rtn is -62%
1 Key risks
GCO key risks include [1] an overleveraged balance sheet, Show more.

GCO in ETFs

Weight = GCO's share of each fund

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AVUV0.03%
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VTWO0.01%
DFAS0.01%
SCHA0.01%
+3 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/3/2026

Genesco (GCO) stock has lost about 15% since 5/31/2026 because of the following key factors:

1. Declining Total Sales and Lowered Full-Year Revenue Guidance.

Despite slightly exceeding revenue estimates in fiscal Q2 2027 (which ended August 1, 2026), Genesco's total revenue declined 3% year-over-year to $529.9 million. More significantly, the company revised its full-year fiscal 2027 total sales outlook to an approximate 2% decline, a downgrade from its previous guidance of down 1% to flat. Additionally, full-year comparable sales guidance was lowered to flat, compared to prior expectations of 1% to 2% growth.

2. Weak Performance in Key Segments and E-commerce.

While the Journeys brand delivered a 2% comparable sales increase and Johnston & Murphy saw a 4% rise in fiscal Q2 2027, the Schuh brand experienced a notable 9% decline in comparable sales. This specific weakness in Schuh, coupled with a 6% decrease in e-commerce comparable sales, offset positive performance in other segments and contributed to the overall 1% comparable sales decline for the quarter.

Show more
Updated on 9/3/2026

Genesco (GCO) stock has lost about 15% since 5/31/2026 because of the following key factors:

1. Declining Total Sales and Lowered Full-Year Revenue Guidance.

Despite slightly exceeding revenue estimates in fiscal Q2 2027 (which ended August 1, 2026), Genesco's total revenue declined 3% year-over-year to $529.9 million. More significantly, the company revised its full-year fiscal 2027 total sales outlook to an approximate 2% decline, a downgrade from its previous guidance of down 1% to flat. Additionally, full-year comparable sales guidance was lowered to flat, compared to prior expectations of 1% to 2% growth.

2. Weak Performance in Key Segments and E-commerce.

While the Journeys brand delivered a 2% comparable sales increase and Johnston & Murphy saw a 4% rise in fiscal Q2 2027, the Schuh brand experienced a notable 9% decline in comparable sales. This specific weakness in Schuh, coupled with a 6% decrease in e-commerce comparable sales, offset positive performance in other segments and contributed to the overall 1% comparable sales decline for the quarter.

3. Multiple Analyst Downgrades.

Several research firms downgraded Genesco's stock during the period following its fiscal Q1 2027 earnings report on May 29, 2026. Weiss Ratings cut its rating to "sell (d+)" on June 12th, Wall Street Zen downgraded to "hold" on June 13th, and Zacks Research reduced its rating to "hold" on July 31st. Seaport Research Partners also lowered its rating to "neutral" on May 27th. These downgrades collectively shifted analyst sentiment to a consensus "Hold" rating, with an average price target of $36.67, likely contributing to investor apprehension.

4. Concerns Regarding Quality of Earnings from Tariff Refunds.

The improvement in GAAP net income and gross margin in fiscal Q2 2027 was partially driven by approximately $22.5 million in tariff refunds. While these refunds bolstered reported profitability, investors may view this as a one-time benefit rather than a sustainable operational improvement, raising questions about the company's underlying earnings power without such external factors.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

5/31/2026 to 9/18/2026
ReturnCorrelation
GCO-14.6% 
Market (SPY)0.9%25.3%
Sector (XLY)-8.1%40.9%

Fundamental Drivers

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Market Drivers

2/28/2026 to 9/18/2026
ReturnCorrelation
GCO20.3% 
Market (SPY)11.6%32.6%
Sector (XLY)-4.8%43.4%

Fundamental Drivers

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Market Drivers

8/31/2025 to 9/18/2026
ReturnCorrelation
GCO2.4% 
Market (SPY)19.4%30.4%
Sector (XLY)-3.6%38.1%

Fundamental Drivers

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Market Drivers

8/31/2023 to 9/18/2026
ReturnCorrelation
GCO-4.4% 
Market (SPY)75.6%42.5%
Sector (XLY)33.0%47.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
GCO Return113%-28%-23%21%-42%34%11%
Peers Return34%-20%27%46%-6%-6%75%
S&P 500 Return27%-19%24%23%16%12%103%

Monthly Win Rates [3]
GCO Win Rate83%42%42%42%42%56% 
Peers Win Rate55%38%60%57%50%44% 
S&P 500 Win Rate75%42%67%75%67%44% 

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 9/18/2026 (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.

Peer Outperformance in Apparel Retail

GCO has trailed 54% of its 24 Apparel Retail peers over 5Y. Apparel Retail ranks 17th 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
59%
of 27 industry peers · -7.1% return
3Y
48%
of 27 industry peers · 6.5% return
5Y
46%
of 24 industry peers · -44.5% return
No Apparel Retail peer with a comparable growth profile has beaten GCO by more than 20pp over 5Y.
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 -15.6%76.9%68.6% LINC 298% · PRDO 228% · UTI 224%
Homebuilding 18 -13.4%25.9%47.3% GRBK 187% · PHM 153% · TOL 123%
Specialty Stores 7 1.5%39.8%4.9% SIG 31% · FIVE 22% · ASO 14%
Hotels, Resorts & Cruise Lines 22 12.0%42.6%1.5% RCL 203% · MAR 146% · HLT 136%
Home Improvement Retail 5 -26.6%-6.0%1.4% HVT 13% · LOW 1% · HD 1%
Automotive Retail 18 -21.2%-4.9%-2.0% MUSA 224% · PAG 149% · ORLY 112%
Distributors 4 -12.8%-27.1%-13.0% ARMK 157% · GPC 21% · LKQ -47%
Home Furnishings 4 -7.7%19.8%-14.9% SGI 40% · LZB 1% · MHK -31%
Restaurants 35 -15.4%-17.8%-19.0% EAT 292% · CAKE 141% · BH-A 126%
Specialized Consumer Services 10 -17.7%18.1%-21.0% HRB 108% · FTDR 73% · SCI 37%
Footwear 9 45.7%41.5%-21.2% WEYS 163% · SHOO 19% · DECK 8%
Leisure Products 13 -26.9%-22.9%-36.0% GOLF 70% · HAS 10% · BC -23%
Apparel, Accessories & Luxury Goods 27 -12.4%0.0%-37.7% RL 228% · TPR 223% · ELA 198%
Leisure Facilities 11 -4.7%0.0%-37.9% OSW 124% · JAKK 110% · ESCA 25%
Automotive Parts & Equipment 38 -15.4%-15.6%-39.9% MOD 1579% · GTX 309% · BWA 80%
Casinos & Gaming 20 -14.1%-30.6%-41.9% MCRI 106% · RRR 36% · BYD 25%
Apparel Retail ← 25 -9.3%10.1%-43.3% ANF 264% · URBN 131% · ROST 109%
Household Appliances 18 -7.1%8.5%-43.9% KEQU 157% · FLXS 145% · HBB 128%
Computer & Electronics Retail 3 -12.5%29.2%-55.8% BBY 7% · GME -56% · UPBD -63%
Broadline Retail 15 -8.1%12.7%-57.5% DDS 310% · EBAY 65% · AMZN 47%
Automobile Manufacturers 8 -79.1%-52.6%-73.2% GM 67% · TSLA 44% · F 33%
Consumer Electronics 11 -14.6%-17.8%-76.6% AXIL 2695% · GRMN 81% · SONO -58%
Other Specialty Retail 18 -37.7%-48.9%-78.8% TLF 114% · BBW 65% · WINA 55%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
Mkt Price32.7678.4311.7418.936.0275.0125.84
Mkt Cap-10.8-1.6--6.2
Rev LTM-5,527-1,952--3,740
Op Inc LTM-1,253-170--711
FCF LTM-1,118-175--646
FCF 3Y Avg-979-119--549
CFO LTM-1,194-183--688
CFO 3Y Avg-1,061-133--597

Growth & Margins

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
Rev Chg LTM-7.9%-7.2%--7.5%
Rev Chg 3Y Avg-14.5%--7.3%--3.6%
Rev Chg Q-5.7%-6.8%--6.2%
QoQ Delta Rev Chg LTM-1.0%-1.7%--1.3%
Op Inc Chg LTM-3.4%-35.0%--19.2%
Op Inc Chg 3Y Avg-24.7%-183.4%--104.1%
Op Mgn LTM-22.7%-8.7%--15.7%
Op Mgn 3Y Avg-22.9%-4.8%--13.8%
QoQ Delta Op Mgn LTM--0.4%-0.2%---0.1%
CFO/Rev LTM-21.6%-9.4%--15.5%
CFO/Rev 3Y Avg-21.2%-7.1%--14.1%
FCF/Rev LTM-20.2%-9.0%--14.6%
FCF/Rev 3Y Avg-19.5%-6.3%--12.9%

Valuation

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
Mkt Cap-10.8-1.6--6.2
P/S-2.0-0.8--1.4
P/Op Inc-8.7-9.1--8.9
P/EBIT-8.2-9.0--8.6
P/E-10.7-14.3--12.5
P/CFO-9.1-8.5--8.8
Total Yield-9.4%-9.1%--9.3%
Dividend Yield-0.0%-2.2%--1.1%
FCF Yield 3Y Avg-5.9%-8.9%--7.4%
D/E-0.0-0.5--0.3
Net D/E--0.1-0.4--0.1

Returns

GCODECKCALWWWDBIURBNMedian
NameGenesco Deckers .Caleres Wolverin.Designer.Urban Ou. 
1M Rtn-6.5%-14.3%-14.0%-9.2%-2.7%0.8%-7.8%
3M Rtn-8.2%-28.1%-10.1%8.2%-4.0%-1.8%-6.1%
6M Rtn31.9%-21.9%11.3%20.6%13.4%18.3%15.9%
12M Rtn-7.1%-32.1%-19.9%-36.4%45.0%4.8%-13.5%
3Y Rtn6.5%-11.5%-53.3%143.3%-45.3%131.5%-2.5%
1M Excs Rtn-5.7%-13.6%-13.3%-8.5%-2.0%1.6%-7.1%
3M Excs Rtn-10.2%-30.1%-12.1%6.2%-6.0%-3.8%-8.1%
6M Excs Rtn12.0%-41.0%-2.6%0.3%-6.6%-0.7%-1.7%
12M Excs Rtn-21.2%-49.8%-36.9%-52.8%32.2%-8.9%-29.0%
3Y Excs Rtn-61.6%-83.1%-125.3%77.0%-114.2%52.9%-72.4%

Comparison Analyses

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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$32.76 
Market Cap ($ Bil)0.3 
First Trading Date07/01/1985 
Distance from 52W High-23.3% 
   50 Days200 Days
DMA Price$35.57$32.14
DMA Trendupdown
Distance from DMA-7.9%1.9%
 3M1YR
Volatility42.0%61.2%
Downside Capture109.88130.91
Upside Capture53.1199.35
Correlation (SPY)16.1%30.1%
GCO Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta0.710.250.721.061.401.72
Up Beta1.23-0.87-1.120.651.831.76
Down Beta1.080.011.930.831.721.78
Up Capture-68%60%52%148%96%366%
Bmk +ve Days10213268138427
Stock +ve Days10223268126366
Down Capture227%92%124%117%111%111%
Bmk -ve Days11213259113324
Stock -ve Days11203259125384

[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-5.3%61.1%0.16-
Sector ETF (XLY)-7.6%19.5%-0.5338.1%
Equity (SPY)16.9%12.9%0.9430.1%
Gold (GLD)19.1%29.3%0.6010.2%
Commodities (DBC)46.9%20.6%1.76-11.7%
Real Estate (VNQ)4.9%13.6%0.1031.6%
Bitcoin (BTCUSD)-34.5%43.9%-0.8424.0%

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-10.4%60.4%0.07-
Sector ETF (XLY)4.8%24.1%0.1645.7%
Equity (SPY)12.9%17.2%0.5741.7%
Gold (GLD)19.1%18.8%0.834.9%
Commodities (DBC)11.3%19.5%0.459.8%
Real Estate (VNQ)1.1%18.8%-0.0536.1%
Bitcoin (BTCUSD)11.2%52.5%0.3917.5%

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)11.8%22.2%0.4945.8%
Equity (SPY)15.1%18.0%0.7241.7%
Gold (GLD)12.1%16.4%0.61-0.4%
Commodities (DBC)8.3%18.1%0.3716.5%
Real Estate (VNQ)4.4%20.7%0.1840.3%
Bitcoin (BTCUSD)61.7%66.1%1.0212.4%

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

Short Interest

Short Interest: As Of Date8312026
Short Interest: Shares Quantity1.1 Mil
Short Interest: % Change Since 815202622.6%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest4.6 days

Earnings Returns History

Updated 9/15/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/3/20262.7%-0.6% 
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   
# Positive1187
# Negative141717
Median Positive4.4%4.7%5.7%
Median Negative-10.7%-6.8%-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% 
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%
9/3/20203.8%-4.7%3.9%
SUMMARY STATS   
# Positive1187
# Negative141717
Median Positive4.4%4.7%5.7%
Median Negative-10.7%-6.8%-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
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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 9/4/2026

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 8/4/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Sandfort, Gregory A Sandfort Investments III, LLCBuy713202633.802,95899,980986,014Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Sandfort, Gregory A Sandfort Investments III, LLCBuy713202633.802,95899,980986,014Form
Core Cache Last Updated: 9/18/2026