Genesco Inc.

NYSE:GCO Lagerbericht

Marktkapitalisierung: US$402.0m

Genesco Management

Management Kriterienprüfungen 3/4

Genesco CEO ist Mimi Vaughn , ernannt in Feb 2020, hat eine Amtszeit von 6.25 Jahren. Die jährliche Gesamtvergütung beträgt $5.19M , bestehend aus 19.8% Gehalt und 80.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 4.15% der Aktien des Unternehmens, im Wert von $16.67M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.3 Jahre bzw. 5 Jahre.

Wichtige Informationen

Mimi Vaughn

Geschäftsführender

US$5.2m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts19.77%
Amtszeit als Geschäftsführer6.3yrs
Eigentum des Geschäftsführers4.1%
Durchschnittliche Amtszeit des Managements2.3yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5yrs

Jüngste Management Updates

Recent updates

Seeking Alpha May 14

Genesco: Digital Transformation Is The Shoe That Fits

Summary Genesco has found ways to overcome the secular decline in mall traffic and prove that it is fair beyond your typical footwear retailer. With 25% of U.S. malls projected to close by 2028, GCO's is undergoing a digital transformation that will allow the company to find success. Genesco is increasing profits by remodeling its stories via its Journey's 4.0 Initiative and experiencing sales increases as a result. Genesco's survival and potential for growth hinge on adapting beyond traditional mall retailing, and they are doing exactly that. Read the full article on Seeking Alpha
Analyseartikel Dec 31

Here's Why Genesco (NYSE:GCO) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Dec 31

More Unpleasant Surprises Could Be In Store For Genesco Inc.'s (NYSE:GCO) Shares After Tumbling 29%

Genesco Inc. ( NYSE:GCO ) shares have had a horrible month, losing 29% after a relatively good period beforehand...
Analyseartikel Sep 26

Returns On Capital Are Showing Encouraging Signs At Genesco (NYSE:GCO)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Analyseartikel Aug 27

Genesco Inc.'s (NYSE:GCO) 30% Price Boost Is Out Of Tune With Revenues

Despite an already strong run, Genesco Inc. ( NYSE:GCO ) shares have been powering on, with a gain of 30% in the last...
Analyseartikel May 09

Optimistic Investors Push Genesco Inc. (NYSE:GCO) Shares Up 26% But Growth Is Lacking

Those holding Genesco Inc. ( NYSE:GCO ) shares would be relieved that the share price has rebounded 26% in the last...
Analyseartikel Apr 24

Some Investors May Be Worried About Genesco's (NYSE:GCO) Returns On Capital

What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Seeking Alpha Mar 10

Genesco Can't Drive Operational Leverage, Is Unattractive Even After Recent Dip

Summary Genesco Inc.'s Q4 showed strong revenue growth, especially from Journeys, but overall profitability remains a challenge, justifying a Hold rating. Operating leverage is a key issue; despite some margin improvements, the company is unprofitable for half the year. FY26 guidance is muted with minimal margin expansion, making the current valuation unattractive at 16x forward earnings. Significant margin improvement could make GCO stock compelling, but current guidance does not support this, maintaining the Hold rating. Read the full article on Seeking Alpha
Analyseartikel Mar 08

Genesco Inc.'s (NYSE:GCO) 34% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Genesco Inc. ( NYSE:GCO ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
Analyseartikel Mar 05

Does Genesco (NYSE:GCO) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jan 05

Genesco's Q3 2025 Topline Was Impressive, But The Lack Of Operating Leverage Is Concerning

Summary Genesco's impressive 6% comparable sales growth, driven by Journeys' 11% increase, was offset by flat operating margins and higher advertising expenses. E-commerce growth and investments in digital marketing diluted the operating leverage benefits typically seen with higher sales in brick-and-mortar stores. Schuh and J&M segments also improved sequentially but remained down, with Schuh needing better assortments and J&M considering diversification into non-footwear categories. Despite strong sales growth, the lack of margin improvement and rising debt lead me to maintain a Hold rating on GCO. Read the full article on Seeking Alpha
Seeking Alpha Dec 24

Genesco: A Structural Issue Prevents This From Being A Good Prospect Right Now (Rating Downgrade)

Summary Genesco's stock has declined 38% since November 2021, despite a recent surge, due to worsening fundamentals like declining store count and weakening cash flows. Recent optimism is based on Q3 2025 earnings exceeding expectations, but structural issues like store closures and revenue declines persist. Digital sales are growing but still only account for a small portion of overall revenue, highlighting the company's reliance on physical stores. Despite cost-cutting measures, revenue reductions continue, making the stock cheap for a reason; I downgrade it to a soft ‘sell’. Read the full article on Seeking Alpha
Analyseartikel Nov 26

Optimistic Investors Push Genesco Inc. (NYSE:GCO) Shares Up 31% But Growth Is Lacking

Genesco Inc. ( NYSE:GCO ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Analyseartikel Nov 13

Is Genesco (NYSE:GCO) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Oct 18

Returns On Capital Signal Difficult Times Ahead For Genesco (NYSE:GCO)

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...
Seeking Alpha Sep 07

Genesco Q2: Underperforming Comparable Sales, As Wall Street Expected

Summary Genesco, the shoe & apparel retailer, reported Q2 results beat that Wall Street expectations but fell short of market expectations as the stock declined -12%. Comparable retail sales declined -4% as the industry remained challenging, but the performance also expectedly underperformed many industry peers as Genesco's brands seem to have a weak perception. The FY2025 outlook was slightly raised due to a good start to Q3, being interesting as many peers have experienced more weakness from July forward. The valuation remains neutral in my opinion, but incredibly volatile based on Genesco's future brand performance and ultimately margins. Read the full article on Seeking Alpha
Analyseartikel Aug 01

Genesco Inc.'s (NYSE:GCO) Shares Climb 31% But Its Business Is Yet to Catch Up

The Genesco Inc. ( NYSE:GCO ) share price has done very well over the last month, posting an excellent gain of 31...
Analyseartikel Jul 12

The Returns On Capital At Genesco (NYSE:GCO) Don't Inspire Confidence

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha Jun 30

Genesco's Assortment Bet For H2 2025 Is Risky, The Stock Is Still A Hold

Summary Genesco's 1Q25 results show flat to down revenues, with margins protected by store closures. The company plans to incrementally pivot away from brands like Vans and Converse in the second half of the year. Stock price offers little protection given the uncertain consumer environment and risky assortment transition, leading to a Hold rating. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

Genesco: Faces A Challenging Demand Environment

Summary Genesco is a footwear retailer with operations in the US and UK, selling third-party and first-party brands. Genesco is facing a challenging demand environment, with falling sales and compressing margins. Despite this, the company has maintained operational profitability and is growing YoY. Longer-term, Genesco's characteristics are not great for competition. The main problem is selling third-party brands, which puts pressure on margins. I believe the current multiple on earnings (15x for a negative scenario and 7.5x for a positive one) is not a sufficient discount given Genesco's long-term competitive characteristics. Read the full article on Seeking Alpha
Analyseartikel Mar 09

Returns On Capital At Genesco (NYSE:GCO) Paint A Concerning Picture

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Seeking Alpha Feb 27

Genesco: Focus On Future Margin Trajectory

Summary Genesco is a retail apparel with a focus on footwear. The company's long-term financial profile shows modest organic revenue growth and a worrying downward trend in margins. GCO's financials have been pressured by a challenging market environment in FY2024, lowering the already weak profitability. Cost savings and an improving economy should elevate the profitability, but I keep my estimates modest in light of the historical performance. The current valuation reflects my baseline estimates quite accurately, making the risk-to-reward balanced in my eyes. Read the full article on Seeking Alpha
Analyseartikel Feb 13

Does This Valuation Of Genesco Inc. (NYSE:GCO) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Genesco fair value estimate is US$25.22 Current share price of...
Analyseartikel Jan 04

Genesco Inc.'s (NYSE:GCO) Shares May Have Run Too Fast Too Soon

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...
Seeking Alpha Dec 11

Genesco: Weak Results And Future Outlook

Summary Genesco recently reported weak Q3 FY24 results, with declining sales and margins under pressure. The company is facing challenges due to macroeconomic headwinds and decreased consumer spending. Technical analysis suggests that the stock price may continue its downtrend, making it risky to invest in GCO. Read the full article on Seeking Alpha
Analyseartikel Nov 04

Genesco (NYSE:GCO) Seems To Be Using A Lot Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Sep 11

Should You Think About Buying Genesco Inc. (NYSE:GCO) Now?

Genesco Inc. ( NYSE:GCO ), might not be a large cap stock, but it saw a significant share price rise of over 20% in the...
Seeking Alpha Sep 07

Genesco: Promising Initiatives, But Upside Is Limited

Summary The company's revenue decreased by 2.3% YoY, while adj. operating loss (% of revenue) reached 1.9%. The decrease in growth rates and profitability in the main segment (Journeys Group) continues to have a negative impact on the consolidated financial results. I expect the company's financials to continue to be under pressure in the coming quarters, while the stock valuation no longer looks cheap. Read the full article on Seeking Alpha
Analyseartikel Aug 26

Be Wary Of Genesco (NYSE:GCO) And Its Returns On Capital

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? A business...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Mimi Vaughn im Vergleich zu den Einnahmen von Genesco verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 31 2026n/an/a

US$13m

Nov 01 2025n/an/a

-US$693k

Aug 02 2025n/an/a

-US$25m

May 03 2025n/an/a

-US$16m

Feb 01 2025US$5mUS$1m

-US$20m

Nov 02 2024n/an/a

-US$33m

Aug 03 2024n/an/a

-US$7m

May 04 2024n/an/a

-US$29m

Feb 03 2024US$4mUS$1m

-US$24m

Oct 28 2023n/an/a

-US$5m

Jul 29 2023n/an/a

US$9m

Apr 29 2023n/an/a

US$48m

Jan 28 2023US$4mUS$1m

US$72m

Oct 29 2022n/an/a

US$95m

Jul 30 2022n/an/a

US$108m

Apr 30 2022n/an/a

US$111m

Jan 29 2022n/an/a

US$115m

Oct 30 2021n/an/a

US$143m

Jul 31 2021n/an/a

US$117m

May 01 2021n/an/a

US$87m

Jan 30 2021US$3mUS$610k

-US$56m

Oct 31 2020n/an/a

-US$111m

Aug 01 2020n/an/a

-US$99m

May 02 2020n/an/a

-US$79m

Feb 01 2020US$3mUS$603k

US$62m

Vergütung im Vergleich zum Markt: MimiDie Gesamtvergütung ($USD5.19M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD2.64M).

Entschädigung vs. Einkommen: MimiDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Mimi Vaughn (58 yo)

6.3yrs
Amtszeit
US$5,185,437
Vergütung

Ms. Mimi Eckel Vaughn serves as Independent Director at Five Below, Inc. since September 19, 2023. She was Principal Accounting Officer at Genesco Inc. since March 26, 2026. She has been President and Chie...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Mimi Vaughn
Chairman6.3yrsUS$5.19m4.15%
$ 16.7m
Scott Becker
Senior VP6.6yrsUS$1.13m0.62%
$ 2.5m
Parag Desai
Senior VP11.4yrsUS$1.16m0.90%
$ 3.6m
Andrew Gray
Senior VP2.3yrsUS$3.93m0.80%
$ 3.2m
Ashley Randolph
VP & Chief Accounting Officerno datakeine Daten0.073%
$ 291.7k
Kyle Polischuk
Chief Human Resources Officer1.3yrskeine Datenkeine Daten
Daniel Ewoldsen
Senior VP and President of Johnston & Murphy Group6.8yrsUS$742.69k0.48%
$ 1.9m
Colin Temple
Managing Director of schuh2.3yrskeine Datenkeine Daten
Richard Higgins
President of Genesco Brands Group2.2yrskeine Datenkeine Daten
2.3yrs
Durchschnittliche Betriebszugehörigkeit
53.5yo
Durchschnittliches Alter

Erfahrenes Management: GCODas Führungsteam des Unternehmens gilt als erfahren (2.3 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Mimi Vaughn
Chairman6.6yrsUS$5.19m4.15%
$ 16.7m
Angel Martinez
Independent Director5yrsUS$201.46k0.19%
$ 753.2k
Thurgood Marshall
Independent Director14.2yrsUS$201.46k0.30%
$ 1.2m
Gregory Sandfort
Lead Independent Director5yrsUS$236.46k0.42%
$ 1.7m
John Lambros
Independent Director5.6yrsUS$226.46k0.18%
$ 733.0k
Mary Meixelsperger
Independent Director5yrsUS$231.46k0.22%
$ 874.8k
Joanna Barsh
Independent Director12.5yrsUS$221.46k0.42%
$ 1.7m
Matthew Bilunas
Independent Director3.3yrsUS$201.46k0.14%
$ 559.0k
Carolyn Bojanowski
Independent Director3.3yrsUS$201.46k0.14%
$ 559.0k
5.0yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter

Erfahrener Vorstand: GCODie Vorstandsmitglieder gelten als erfahren (5 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/26 17:30
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/01/31
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Genesco Inc. wird von 14 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jonathan KompBaird
Jeffrey LickB. Riley Securities, Inc.
John SciarraCantor Fitzgerald & Co.