View Past PerformanceGenesco バランスシートの健全性財務の健全性 基準チェック /56Genescoの総株主資本は$552.4M 、総負債は$45.3Mで、負債比率は8.2%となります。総資産と総負債はそれぞれ$1.4Bと$831.6Mです。 Genescoの EBIT は$27.1Mで、利息カバレッジ比率9です。現金および短期投資は$27.1Mです。主要情報8.21%負債資本比率US$45.35m負債インタレスト・カバレッジ・レシオ9x現金US$27.12mエクイティUS$552.44m負債合計US$831.59m総資産US$1.38b財務の健全性に関する最新情報分析記事 • Dec 31Here's Why Genesco (NYSE:GCO) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 05Does 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...分析記事 • Nov 13Is 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...すべての更新を表示Recent updatesお知らせ • Aug 06Genesco Inc. Announces Retirement of Parag D. Desai as Senior Vice President, Chief Strategy and Digital Officer, Effective October 31, 2026Genesco Inc. announced that Parag D. Desai, Senior Vice President, Chief Strategy and Digital Officer, will retire effective October 31, 2026, after more than a decade of transformative leadership. Desai's responsibilities will transition to other experienced members of the Company's senior leadership team. Desai joined Genesco in 2014 as Senior Vice President, Strategy and Shared Services, and was named Senior Vice President, Chief Strategy and Digital Officer in April 2021. Over the past decade, he made significant contributions in shaping Genesco’s strategic direction and played a pivotal role in many of the Company’s most important initiatives. Under his leadership, the Company also transformed its technology platforms and data insights capabilities while helping establish a next-generation technology operating model.お知らせ • Jul 27Genesco Inc. Announces Executive Changes to SchuhGenesco Inc. announced the appointment of Tomas Petersson as president of schuh, the Company’s U.K. business selling branded footwear to the youth consumer. Petersson succeeds Colin Temple, who is retiring after a successful 38-year tenure with the business. A proven consumer brand and omnichannel executive, Petersson brings extensive high-impact global leadership experience across multi-branded footwear retail businesses with a focus on youth culture. Most recently he was Foot Locker’s Senior Vice President and General Manager, EMEA, leading the company's largest international business, and previously served as Foot Locker’s Global General Manager of atmos, the company’s premium sneaker business, among other senior executive roles with Foot Locker, INTERSPORT and PUMA. Petersson will join schuh in late July. He will work closely alongside Temple over the coming months to ensure a seamless transition and provide continuity for schuh’s people, partners, and customers. An industry veteran, Temple has been an integral part of schuh for nearly four decades, including the last 15 years as president. Joining the business as a merchandiser in 1988, he worked his way up to managing director in 2002, before being named president of schuh. Under Temple's leadership, schuh strengthened its position as one of the U.K.'s leading footwear retailers, building market-leading omnichannel capabilities, deep and trusted brand partnerships, and a distinctive retail experience for customers. He leaves behind a business with a strong foundation, well positioned to continue growing both on the high street and online. Petersson will report directly to Gray. Journeys Global Retail Group brings together U.S. footwear retailer Journeys with schuh and Canada’s Little Burgundy under a unified leadership structure, uniting Genesco’s youth-focused footwear businesses. Throughout his career, he has built broad expertise across merchandising, retail operations, brand partnerships and commercial strategy, with a proven track record of driving growth and strengthening retail businesses. Petersson joins schuh from Foot Locker, where he most recently served as Senior Vice President and General Manager, EMEA, leading the company's largest international business. Previously, he held senior leadership positions at Foot Locker, including Global General Manager of atmos, the company’s premium sneaker business, and served as Vice President and General Manager, Asia for Foot Locker. Prior to joining Foot Locker, Petersson served as Chief Commercial Officer and Executive Board Member at INTERSPORT Sweden and held several international roles at PUMA.Recent Insider Transactions • Jul 14Lead Independent Director recently bought US$100k worth of stockOn the 9th of July, Gregory Sandfort bought around 3k shares on-market at roughly US$33.80 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$1.4m. Insiders have collectively bought US$15m more in shares than they have sold in the last 12 months.お知らせ • Jul 06The Radoff-Jumana Group Issues Presentation to Shareholders of GenescoOn July 6, 2026, Bradley L. Radoff announced that he has submitted an investor presentation with the shareholders of Genesco Inc., highlighting how Company’s presentation uses mimi math to cherry-pick a depressed starting share price and artificially high ending share price in order to make the company’s performance appear better than it actually is – stock is down more than 22% since cherry-picked date. In addition, Bradley L. Radoff believes this is the latest example of the board manipulating the facts and calls for Vaughn to be stripped of her board chair role and called on the Company to return excess cash to shareholders via a Dutch tender offer for 1 million shares at the earliest possible opportunity. Further, Bradley L. Radoff requesting the Company shareholders to vote for his nominees Westervelt T. Ballard, Jr. and Paula J. Poskon, recommended the Company shareholders to Joanna Barsh or Thurgood Marshall, at the 2026 annual meeting of shareholders of the Company.お知らせ • Jul 02Radoff-Jumana Group Issues a Statement to the Shareholders of GenescoOn July 2, 2026, Bradley L. Radoff, Jumana Capital Investments LLC and Christopher R. Martin announced that it had issued statement where it exposes that Genesco’s Proxy Statement falsely claims Joanna Barsh has public company leadership and senior leadership experience – in reality, she has no such experience and should be disqualified from serving on Genesco’s Board and urged shareholders to replace Ms. Barsh and Thurgood Marshall, Jr. With Westervelt T. Ballard, Jr., a Former Public Company CEO, and Paula J. Poskon. Further, Bradley L. Radoff offers to withdraw proxy contest if Ms. Barsh and Mr. Marshall resign immediately and one of our candidates is appointed to the board. In addition, Bradley L. Radoff recommended shareholder to vote for the Radoff-Jumana Group’s Nominees – Westervelt T. Ballard, Jr. and Paula J. Poskon to hold the legacy board accountable for years of value destruction and send a clear signal for change.お知らせ • Jun 29+ 7 more updatesGenesco Inc. Announces CFO Changes, Effective August 3, 2026On June 29, 2026, Genesco Inc. announced the appointment of Jonathan Collins as Chief Financial Officer. Mr. Collins will begin his employment as Chief Financial Officer on August 3, 2026 (the “Effective Date”). In connection with his appointment, Mr. Collins will also serve as the Company’s principal financial officer as of the Effective Date. As previously announced, Mimi E. Vaughn, the Company’s Board Chair, President and Chief Executive Officer was appointed by the Company’s board of directors to serve as the Company’s Interim Chief Financial Officer and principal financial officer until a successor was named by the Company. As such, as of the Effective Date, Ms. Vaughn will no longer serve as the Company’s Interim Chief Financial Officer and principal financial officer. Prior to joining the Company, Mr. Collins, age 54, served as Chief Financial Officer of America’s Car-Mart Inc. since May 2025. Previously, Mr. Collins served in various leadership roles at Walmart Inc. from 2012 to 2025, including as Vice President, Chief Financial Officer of Walmart Africa from 2023 to 2025, Vice President, Controllership from 2018 to 2023, Senior Director, International FP&A from 2014 to 2018 and Senior Director, Internal Audit from 2012 to 2014. Prior to joining Walmart, Mr. Collins served at KPMG LLP from 2000 to 2012, rising from Manager through multiple promotions to Partner. Mr. Collins holds a Master of Business Administration and a Master of Science in Accounting from the University of Illinois, a Bachelor of Science in Accounting from Western Governors University and a Bachelor of Science in Computer Science from Kennesaw State University. Mr. Collins is a Certified Public Accountant. Jonathan is an accomplished finance executive with an exceptional combination of public company leadership and multi-channel global retail expertise, said Vaughn. Throughout his career, he has demonstrated the ability to strengthen financial organizations, drive operational discipline and support profitable growth. His broad experience across consumer-facing, large-scale, retail and e-commerce businesses, combined with his strategic financial acumen, makes him an outstanding addition to our leadership team, as we continue executing Footwear First strategy and creating shareholder value. Collins brings an impressive record of more than 30 years of senior financial experience. He spent more than a decade with Walmart (from 2012 to 2025) in a series of successive executive leadership roles, including Chief Financial Officer of Walmart Africa, Chief Accounting Officer of Flipkart Group, and Chief Accounting Officer of Walmart Canada. Across these positions, he was instrumental in helping drive growth, operational improvements, capital allocation strategies and business transformation.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$35.67, the stock trades at a trailing P/E ratio of 20.1x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$16.10 per share.お知らせ • Jun 16Genesco Inc., Annual General Meeting, Jul 21, 2026Genesco Inc., Annual General Meeting, Jul 21, 2026.Seeking Alpha • Jun 04Genesco's Operating Situation Does Not Deserve A 17x+ MultipleSummary Genesco delivered better-than-expected 1Q27 sales, driven by Journeys and J&M, but bottom-line gains remain limited by margin pressures. Journeys' new strategy boosted comps and sales, yet operating losses persist due to lower gross margins and higher sales costs. Schuh continues to underperform, with declining comps and sales, and a turnaround remains uncertain amid a challenging UK consumer environment. At a 17x earnings multiple, GCO's valuation appears stretched for a B&M retailer facing operational headwinds; I maintain a Hold rating. Read the full article on Seeking AlphaNew Risk • Jun 01New major risk - Revenue and earnings growthEarnings have declined by 60% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • May 29First quarter 2027 earnings released: US$1.42 loss per share (vs US$2.02 loss in 1Q 2026)First quarter 2027 results: US$1.42 loss per share (improved from US$2.02 loss in 1Q 2026). Revenue: US$487.0m (up 2.8% from 1Q 2026). Net loss: US$14.8m (loss narrowed 30% from 1Q 2026). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Price Target Changed • May 27Price target decreased by 8.8% to US$34.67Down from US$38.00, the current price target is an average from 3 analysts. New target price is 6.8% below last closing price of US$37.18. Stock is up 71% over the past year. The company posted earnings per share of US$1.28 last year.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$37.38, the stock trades at a trailing P/E ratio of 30.6x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total returns to shareholders of 103% over the past three years.お知らせ • May 15Genesco Inc. to Report Q1, 2027 Results on May 29, 2026Genesco Inc. announced that they will report Q1, 2027 results Pre-Market on May 29, 2026お知らせ • May 08Genesco Inc. Appoints Ashley Randolph as Chief Accounting Officer, Effective May 5, 2026Genesco Inc. announced the appointment of Ashley Randolph as Vice President and Chief Accounting Officer, effective May 5, 2026. 20-year veteran of Genesco, Randolph most recently served as Vice President and Corporate Controller, a role she has held since 2024. In her new role, Randolph will oversee the Company’s accounting operations, financial controls and compliance, including financial statements, accounting policy, and SEC reporting, while driving continued efficiencies across the function. During her tenure, Randolph has played a key role in strengthening Genesco’s financial foundation and advancing operational effectiveness, including leading the adoption of new accounting standards, modernizing SEC reporting processes and enhancing internal controls. She served as Senior Director, Finance and Accounting from 2018 to 2024 and Director, Finance and Accounting from 2016 to 2018. She held roles of increasing responsibility with the Company in technical accounting and financial compliance from 2004 to 2014. Prior to joining Genesco, Randolph was a senior auditor at Deloitte & Touche. She holds a bachelor’s degree in accounting from Lipscomb University and is a Certified Public Accountant.お知らせ • Mar 28Genesco Inc. Announces Changes in Principal Accounting OfficerAs previously announced on January 29, 2026, Genesco Inc. and the Company’s former Senior Vice President and Chief Financial Officer, Cassandra E. Harris, entered into a Consulting Agreement dated January 29, 2026, pursuant to which Ms. Harris continued to support the Company as a consultant and principal accounting officer from March 7, 2026, through the filing of the Company’s fiscal year 2026 Annual Report on Form 10-K, filed with the Securities and Exchange Commission on March 25, 2026 (the ‘ Form 10-K ‘), assisting with an orderly transition. Accordingly, Ms. Harris ceased to serve as the Company's principal accounting officer, effective March 25, 2026. On March 26, 2026, Mimi E. Vaughn, age 59, the Company’s President, Chief Executive Officer, Interim Chief Financial Officer and principal financial officer, was appointed by the Company’s board of directors to serve as the Company’s principal accounting officer until the Company names a successor. Ms. Vaughn will continue to lead the Company’s experienced financial leadership team and management in connection with her service as Interim Chief Financial Officer.Reported Earnings • Mar 09Full year 2026 earnings released: EPS: US$1.28 (vs US$1.80 loss in FY 2025)Full year 2026 results: EPS: US$1.28 (up from US$1.80 loss in FY 2025). Revenue: US$2.44b (up 4.8% from FY 2025). Net income: US$13.3m (up US$32.8m from FY 2025). Profit margin: 0.5% (up from net loss in FY 2025). Like-for-like sales growth: 6.0% vs FY 2025 Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Price Target Changed • Mar 08Price target decreased by 7.9% to US$35.00Down from US$38.00, the current price target is an average from 4 analysts. New target price is 32% above last closing price of US$26.50. Stock is down 2.3% over the past year. The company posted a net loss per share of US$1.80 last year.お知らせ • Mar 06Genesco Inc. Provides Earnings Guidance for the Year 2027Genesco Inc. provided earnings guidance for the year 2027 . For the year, company Expects positive comparable sales of 1% to 2% Expects total sales to be down 1% to flat compared to Fiscal 2026 including a reduction in sales of approximately $30 million net due to the exit of licenses and approximately $30 million related to net store closures .お知らせ • Feb 19Genesco Inc. to Report Q4, 2026 Results on Mar 06, 2026Genesco Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 06, 2026Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Independent Director Matt Bilunas was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 30+ 1 more updateGenesco Inc. Announces Chief Financial Officer Changes, Effective March 6, 2026Genesco Inc. announced that Cassandra “Sandra” Harris, Chief Financial Officer, is stepping down from her role effective March 6, 2026, to pursue other opportunities. Harris will assist with an orderly transition, participate in Genesco’s fourth quarter and fiscal year 2026 earnings conference call in early March and will continue to support the Company as a consultant and principal accounting officer through the filing of the Company’s fiscal year 2026 Form 10-K on March 25, 2026. The Company has initiated an active search for a permanent Chief Financial Officer and is moving expeditiously to identify a strategic leader to continue driving shareholder value. Effective March 6, 2026, Mimi E. Vaughn, Genesco’s Chief Executive Officer, will assume the role of Interim Chief Financial Officer. In this seamless transition, Vaughn, who served as Genesco’s Chief Financial Officer from 2015 to 2019, will work closely with the Company’s deeply experienced financial leadership team and management to ensure continuity.Price Target Changed • Jan 13Price target increased by 16% to US$35.25Up from US$30.33, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$34.56. Stock is down 17% over the past year. The company posted a net loss per share of US$1.80 last year.お知らせ • Jan 13Genesco Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2026Genesco Inc. provided earnings guidance for the Fiscal Year Ending January 31, 2026. For the year, the company expects Forecasted earnings from continuing operations of Net of Tax was $7.3 million and Per share was $0.68.分析記事 • Dec 31Here's Why Genesco (NYSE:GCO) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 31More 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...Price Target Changed • Dec 30Price target decreased by 7.1% to US$30.33Down from US$32.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$25.36. Stock is down 41% over the past year. The company posted a net loss per share of US$1.80 last year.お知らせ • Dec 04Genesco Inc. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026Genesco Inc. revised earnings guidance for the fiscal year 2026. For the year, the company expects total sales to be up about 2% and comparable sales to be up about 3% compared to Fiscal 2025, down from prior guidance for total sales to be up 3% to 4% and comparable sales up 4% to 5%.お知らせ • Nov 21Genesco Inc. to Report Q3, 2026 Results on Dec 04, 2025Genesco Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 04, 2025分析記事 • Sep 26Returns 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...Reported Earnings • Aug 28Second quarter 2026 earnings released: US$1.79 loss per share (vs US$0.91 loss in 2Q 2025)Second quarter 2026 results: US$1.79 loss per share (further deteriorated from US$0.91 loss in 2Q 2025). Revenue: US$546.0m (up 4.0% from 2Q 2025). Net loss: US$18.5m (loss widened 86% from 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.お知らせ • Aug 28Genesco Inc. Provides Earnings Guidance for the Fiscal Year 2026Genesco Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects total sales to be up 3% to 4% compared to Fiscal 2025 with comparable sales range up 4% to 5%, up from prior guidance for total sales to be up 1% to 2% and comparable sales up 2% to 3%.分析記事 • Aug 27Genesco Inc.'s (NYSE:GCO) 30% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, Genesco Inc. ( NYSE:GCO ) shares have been powering on, with a gain of 30% in the last...Price Target Changed • Aug 26Price target increased by 23% to US$29.00Up from US$23.50, the current price target is an average from 3 analysts. New target price is 9.8% below last closing price of US$32.16. Stock is up 4.8% over the past year. The company posted a net loss per share of US$1.80 last year.お知らせ • Aug 21Genesco Inc. to Report Q2, 2026 Results on Aug 28, 2025Genesco Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 28, 2025Reported Earnings • Jun 04First quarter 2026 earnings released: US$2.02 loss per share (vs US$2.22 loss in 1Q 2025)First quarter 2026 results: US$2.02 loss per share (improved from US$2.22 loss in 1Q 2025). Revenue: US$474.0m (up 3.6% from 1Q 2025). Net loss: US$21.2m (loss narrowed 13% from 1Q 2025). Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.New Risk • Jun 04New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Jun 04Genesco Inc. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026Genesco Inc. revised earnings guidance for the fiscal year ending January 31, 2026. For the year, the company expects earnings from continuing operations net of tax of $12.5 million to $17.0 million and earnings from continuing operations to be $1.17 per share to $1.61 per share. Expects total sales to be up 1% to 2% compared to Fiscal 2025 versus prior expectation of flat to up 1% due to the impact of favorable foreign exchange, with comparable sales range narrowed to up 2% to 3% versus prior range of up 2% to 4%.お知らせ • May 20Genesco Inc. to Report Q1, 2026 Results on Jun 04, 2025Genesco Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 04, 2025お知らせ • May 19Genesco Inc., Annual General Meeting, Jun 26, 2025Genesco Inc., Annual General Meeting, Jun 26, 2025.分析記事 • May 09Optimistic Investors Push Genesco Inc. (NYSE:GCO) Shares Up 26% But Growth Is LackingThose holding Genesco Inc. ( NYSE:GCO ) shares would be relieved that the share price has rebounded 26% in the last...分析記事 • Apr 24Some Investors May Be Worried About Genesco's (NYSE:GCO) Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...Buy Or Sell Opportunity • Apr 09Now 29% overvaluedOver the last 90 days, the stock has fallen 51% to US$20.42. The fair value is estimated to be US$15.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Buy Or Sell Opportunity • Mar 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 45% to US$22.59. The fair value is estimated to be US$28.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Mar 21Independent Director recently bought US$252k worth of stockOn the 20th of March, Gregory Sandfort bought around 11k shares on-market at roughly US$22.92 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$81k more in shares than they have sold in the last 12 months.Seeking Alpha • Mar 10Genesco Can't Drive Operational Leverage, Is Unattractive Even After Recent DipSummary 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分析記事 • Mar 08Genesco Inc.'s (NYSE:GCO) 34% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioGenesco Inc. ( NYSE:GCO ) shareholders that were waiting for something to happen have been dealt a blow with a 34...お知らせ • Mar 08Genesco Inc. Provides Earnings Guidance for the Year 2026Genesco Inc. provided earnings guidance for the year 2026. For the year, the company expects total sales to be flat to up 1% compared to Fiscal 2025 including a foreign exchange negative impact of approximately $14 million and closed store impact of approximately $30 million. .Reported Earnings • Mar 07Full year 2025 earnings released: US$1.80 loss per share (vs US$2.10 loss in FY 2024)Full year 2025 results: US$1.80 loss per share (improved from US$2.10 loss in FY 2024). Revenue: US$2.33b (flat on FY 2024). Net loss: US$19.5m (loss narrowed 17% from FY 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.分析記事 • Mar 05Does 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...Buy Or Sell Opportunity • Mar 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$32.97. The fair value is estimated to be US$43.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 21Genesco Inc. to Report Q4, 2025 Results on Mar 07, 2025Genesco Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 07, 2025Buy Or Sell Opportunity • Feb 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to US$40.11. The fair value is estimated to be US$32.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jan 09Genesco Inc. Appoints Kyle Polischuk as Chief Human Resources OfficerGenesco Inc. announced that Kyle Polischuk has been named Chief Human Resources Officer, leading the enterprise wide human resources function for the footwear focused lifestyle retailer and branded company. In this newly created role, Polischuk will leverage her 20+ years of strategic human resources experience overseeing Genesco’s HR initiatives, including talent management and recruitment, leadership development, performance management, employee engagement and total rewards. Polischuk will report to Vaughn and serve on Genesco’s executive management committee. Her appointment is effective January 6, 2025. Polischuk has a deep background in consumer, retail and human resources. She joins Genesco from Rue Gilt Group, a leading off-price ecommerce portfolio company, where she was responsible for the company’s people and talent strategy and its connection to business goals. Prior to Rue Gilt, she held various leadership roles, including as Chief Human Resources officer with J. Jill leading the overall strategic direction of the company’s talent with a creative, collaborative and data centric approach, while aligning with the company’s strategic objectives. Previous positions include at Talbots where she served in successive roles including vice president, human resources, where she led the total scope of human resources, including serving on the executive committee during the specialty retailer’s major business turnaround.Seeking Alpha • Jan 05Genesco's Q3 2025 Topline Was Impressive, But The Lack Of Operating Leverage Is ConcerningSummary 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 AlphaSeeking Alpha • Dec 24Genesco: 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 AlphaRecent Insider Transactions • Dec 18Insider recently sold US$171k worth of stockOn the 17th of December, Daniel Ewoldsen sold around 4k shares on-market at roughly US$42.68 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Dec 14Genesco Inc. Announces Executive ChangesGenesco Inc. reported that in conjunction with Mr. Thomas A. George’s retirement, Ms. Cassandra “Sandra” Harris will succeed Mr. George as principal accounting officer, effective December 12, 2024. Prior to joining the Company, Ms. Harris, age 52, served as Chief Financial Officer of Artisan Design Group, LLC from February 2023 to April 2024. Previously, Ms. Harris served as Tupperware Brands Corp.’s (“Tupperware”) (i) Chief Financial Officer and Chief Operating Officer from October 2020 to June 2022 and (ii) Executive Vice President and Chief Financial Officer from April 2019 to October 2020. Prior to joining Tupperware, Ms. Harris served in multiple senior leadership roles with V.F. Corporation from March 2008 to March 2019. Ms. Harris holds a Bachelor of Science in Accounting from Clemson University and is a Certified Public Accountant and Chartered Global Management Accountant.Price Target Changed • Dec 09Price target increased by 38% to US$40.00Up from US$29.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$41.66. Stock is up 35% over the past year. The company posted a net loss per share of US$2.10 last year.New Risk • Dec 06New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 06Third quarter 2025 earnings released: US$1.76 loss per share (vs US$0.60 profit in 3Q 2024)Third quarter 2025 results: US$1.76 loss per share (down from US$0.60 profit in 3Q 2024). Revenue: US$596.3m (up 2.9% from 3Q 2024). Net loss: US$18.8m (down 386% from profit in 3Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Dec 06Genesco Inc. Raises Earnings Guidance for the Fiscal Year 2025Genesco Inc. raised earnings guidance for the fiscal year 2025. For the period, the company expects Now expects total sales to be down 1% to flat compared to Fiscal 2024, or flat to up 1% excluding the 53 week in Fiscal 2024 versus prior expectations for a total sales decrease of 1% to 2%, or flat to down 1% excluding the 53rd week in Fiscal 2024.分析記事 • Nov 26Optimistic Investors Push Genesco Inc. (NYSE:GCO) Shares Up 31% But Growth Is LackingGenesco Inc. ( NYSE:GCO ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...お知らせ • Nov 21Genesco Inc. to Report Q3, 2025 Results on Dec 06, 2024Genesco Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 06, 2024分析記事 • Nov 13Is 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...分析記事 • Oct 18Returns 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...お知らせ • Oct 01+ 1 more updateGenesco Inc. Appoints Cassandra Harris as Senior Vice President, Finance, Effective October 7, 2024Genesco Inc. announce dappointment of Cassandra Harris as Senior Vice President, Finance, effective October 7, 2024. Harris succeeds Thomas A. George, whose planned retirement will take effect on December 12, 2024 to ensure an orderly transition. Harris joins Genesco with an impressive background of CFO and finance leadership roles in retail and consumer brands companies, including at VF Corporation (“VF”). Harris spent nearly 10 years at VF (from 2008 to 2017), where she was responsible for driving global business and financial strategies across VF’s more than 50 iconic lifestyle brands. Harris’ experience with VF includes retail, finance, supply chain and information technology leadership, including serving as Chief Financial Officer for Direct to Consumer, Global Supply Chain and Shared Services. Harris will report directly to Vaughn and will oversee Genesco’s accounting, financial planning and analysis, investor relations, treasury, procurement and tax functions. During the transitional period, George will continue as Genesco’s Principal Accounting Officer. Harris most recently served as Chief Financial Officer for Artisan Design Group, the leading nationwide provider of design and installation services for interior finishes. Prior to that she was the Chief Financial Officer and Chief Operating Officer of publicly-held Tupperware Brands (from 2019 to 2022) serving as a strategic business partner responsible for transforming a traditional direct seller to an omnichannel company. Harris’s proven track record at VF includes leading retail growth of more than 40% across multiple platforms with a “digital first”/e-commerce approach, expansion of approximately 2,500 brick and mortar doors and growth of its wholesale partnerships. In addition to her financial leadership, during her time as VF’s Chief Information Officer, she operationally led the transformation of VF’s global technology from a traditional technology-focused organization to a consumer-focused digital first company. Harris also enabled VF’s shared services to become more agile, flexible and efficient creating a foundation for its growth platform.Seeking Alpha • Sep 07Genesco Q2: Underperforming Comparable Sales, As Wall Street ExpectedSummary 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 AlphaReported Earnings • Sep 07Second quarter 2025 earnings released: US$0.91 loss per share (vs US$2.79 loss in 2Q 2024)Second quarter 2025 results: US$0.91 loss per share (improved from US$2.79 loss in 2Q 2024). Revenue: US$525.2m (flat on 2Q 2024). Net loss: US$9.93m (loss narrowed 69% from 2Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Aug 26Genesco Inc. to Report Q2, 2025 Results on Sep 06, 2024Genesco Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 06, 2024分析記事 • Aug 01Genesco Inc.'s (NYSE:GCO) Shares Climb 31% But Its Business Is Yet to Catch UpThe Genesco Inc. ( NYSE:GCO ) share price has done very well over the last month, posting an excellent gain of 31...お知らせ • Jul 23Journeys Announces the Appointment of Stacy Doren as Executive Vice President and Chief Marketing Officer, Effective August 1, 2024Journeys announced the appointment of Stacy Doren as Executive Vice President and Chief Marketing Officer of the Journeys Group, effective August 1, 2024. An accomplished global brand executive, Doren will lead all marketing functions, building on Journeys' foundation as a leader in teen fashion footwear retail. Doren joins Journeys after an impressive 24-year tenure at Levi’s, where she held successive leadership roles, culminating in a decade-long role as Vice President of Levi's Americas Marketing. Most recently, she led a 50-person marketing team overseeing creative development, media, partnerships and activations, public relations, channel marketing, and brand environment for the company's largest business segment. Under her guidance, she crafted and executed innovative marketing strategies that strengthened consumer affinity and drove commercial success. Her achievements include developing Levi’s full-funnel marketing offense, re-establishing the brand's cultural relevance with youth, helping to rejuvenate the women's business and grow lifestyle categories, and overseeing the high-profile launch of Levi’s stadium.分析記事 • Jul 12The Returns On Capital At Genesco (NYSE:GCO) Don't Inspire ConfidenceWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Seeking Alpha • Jun 30Genesco's Assortment Bet For H2 2025 Is Risky, The Stock Is Still A HoldSummary 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 AlphaReported Earnings • Jun 04First quarter 2025 earnings released: US$2.22 loss per share (vs US$1.60 loss in 1Q 2024)First quarter 2025 results: US$2.22 loss per share (further deteriorated from US$1.60 loss in 1Q 2024). Revenue: US$457.6m (down 5.3% from 1Q 2024). Net loss: US$24.3m (loss widened 29% from 1Q 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.お知らせ • May 31Genesco Inc. Reaffirms Earnings Guidance for the Year 2025Genesco Inc. reaffirmed earnings guidance for the year 2025. For Fiscal 2025, the Company: Continues to expect total sales to decrease 2% to 3% compared to Fiscal 2024, or down 1% to 2% excluding the 53rd week in Fiscal 2024. Forecasted earnings from continuing operations of $4.0 million to $9.0 million and $0.36 to $0.80 per share.お知らせ • May 21Genesco Inc., Annual General Meeting, Jun 27, 2024Genesco Inc., Annual General Meeting, Jun 27, 2024.お知らせ • May 18Genesco Inc. to Report Q1, 2025 Results on May 31, 2024Genesco Inc. announced that they will report Q1, 2025 results Pre-Market on May 31, 2024Seeking Alpha • Mar 19Genesco: Faces A Challenging Demand EnvironmentSummary 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 AlphaReported Earnings • Mar 10Full year 2024 earnings released: US$2.10 loss per share (vs US$5.80 profit in FY 2023)Full year 2024 results: US$2.10 loss per share (down from US$5.80 profit in FY 2023). Revenue: US$2.32b (down 2.5% from FY 2023). Net loss: US$23.6m (down 133% from profit in FY 2023). Like-for-like sales growth: Down 7.0% vs FY 2023 Revenue is expected to decline by 2.2% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in the US are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.分析記事 • Mar 09Returns On Capital At Genesco (NYSE:GCO) Paint A Concerning PictureIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...お知らせ • Mar 08Genesco Inc. Provides Revenue Guidance for Fiscal 2025Genesco Inc. provided revenue guidance for fiscal 2025. For the period, the company expects total sales to decrease 2% to 3% compared to Fiscal 2024, or down 1% to 2% excluding the 53rdweek in Fiscal 2024.お知らせ • Feb 27Genesco Inc. to Report Q4, 2024 Results on Mar 08, 2024Genesco Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 08, 2024Seeking Alpha • Feb 27Genesco: Focus On Future Margin TrajectorySummary 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分析記事 • Feb 13Does 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...Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to US$29.75. The fair value is estimated to be US$24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jan 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to US$27.76. The fair value is estimated to be US$23.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jan 05Genesco Names Chris Santaella as Executive Vice President and Chief Merchandising Officer of Journeys Group, Effective February 5, 2024Genesco Inc. announced the appointment of Chris Santaella as executive vice president and chief merchandising officer of the Journeys Group, effective February 5, 2024. Santaella replaces Pete Hicks who retired in October 2023. An accomplished and diversified global merchant, Santaella will lead Journeys’ buying, merchandising, planning and product strategies, building on Journeys foundation as a leader in teen fashion footwear retail and its brand mission of “an attitude you can wear” self-expression inspired by youth culture. Santaella joins Journeys from Foot Locker, where he served more than three decades in successive roles, most recently as senior vice president and chief merchandising officer responsible for Foot Locker, Kids Foot Locker and Champs Sports. He led a 125-person global product organization which included divisional buying teams, global product development and product strategy teams. In this role he developed and implemented global product strategies to drive and diversify Foot Locker’s business model, including successfully expanding Foot Locker’s brand portfolio through a curated consumer focused approach. Santaella will report to Andy Gray, Journeys president. Santaella joins Genesco from Foot Locker where he served in a variety of senior leadership positions. From his early career as a buyer and merchandiser, he rose through the ranks to vice president of footwear, responsible for buying for men’s Foot Locker and Lady Foot Locker, and subsequently to vice president and general merchandise manager for Foot Locker, Kids Foot Locker, Lady Foot Locker and Footaction. He later took on the more senior roles of vice president and general manager North America for Kids Foot Locker, where he led the team across all functions including product, planning, allocation, marketing and finance, followed by vice president and chief product strategist for Foot Locker North America, where he was responsible for developing and leading a new merchant organization to transform a legacy product organization. Santaella rounded out his career at Foot Locker as senior vice president and chief product officer, and finally chief merchandising officer.分析記事 • Jan 04Genesco Inc.'s (NYSE:GCO) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...財務状況分析短期負債: GCOの 短期資産 ( $595.8M ) が 短期負債 ( $324.9M ) を超えています。長期負債: GCOの短期資産 ( $595.8M ) が 長期負債 ( $506.7M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: GCOの 純負債対資本比率 ( 3.3% ) は 満足できる 水準であると考えられます。負債の削減: GCOの負債対資本比率は、過去 5 年間で7.6%から8.2%に増加しました。債務返済能力: GCOの負債は 営業キャッシュフロー によって 十分にカバー されています ( 317.6% )。インタレストカバレッジ: GCOの負債に対する 利息支払い は EBIT ( 9 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YRetail 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/16 11:43終値2026/08/14 00:00収益2026/05/02年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Genesco Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Jonathan KompBairdJeffrey LickB. Riley Securities, Inc.John SciarraCantor Fitzgerald & Co.11 その他のアナリストを表示
分析記事 • Dec 31Here's Why Genesco (NYSE:GCO) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 05Does 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...
分析記事 • Nov 13Is 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...
お知らせ • Aug 06Genesco Inc. Announces Retirement of Parag D. Desai as Senior Vice President, Chief Strategy and Digital Officer, Effective October 31, 2026Genesco Inc. announced that Parag D. Desai, Senior Vice President, Chief Strategy and Digital Officer, will retire effective October 31, 2026, after more than a decade of transformative leadership. Desai's responsibilities will transition to other experienced members of the Company's senior leadership team. Desai joined Genesco in 2014 as Senior Vice President, Strategy and Shared Services, and was named Senior Vice President, Chief Strategy and Digital Officer in April 2021. Over the past decade, he made significant contributions in shaping Genesco’s strategic direction and played a pivotal role in many of the Company’s most important initiatives. Under his leadership, the Company also transformed its technology platforms and data insights capabilities while helping establish a next-generation technology operating model.
お知らせ • Jul 27Genesco Inc. Announces Executive Changes to SchuhGenesco Inc. announced the appointment of Tomas Petersson as president of schuh, the Company’s U.K. business selling branded footwear to the youth consumer. Petersson succeeds Colin Temple, who is retiring after a successful 38-year tenure with the business. A proven consumer brand and omnichannel executive, Petersson brings extensive high-impact global leadership experience across multi-branded footwear retail businesses with a focus on youth culture. Most recently he was Foot Locker’s Senior Vice President and General Manager, EMEA, leading the company's largest international business, and previously served as Foot Locker’s Global General Manager of atmos, the company’s premium sneaker business, among other senior executive roles with Foot Locker, INTERSPORT and PUMA. Petersson will join schuh in late July. He will work closely alongside Temple over the coming months to ensure a seamless transition and provide continuity for schuh’s people, partners, and customers. An industry veteran, Temple has been an integral part of schuh for nearly four decades, including the last 15 years as president. Joining the business as a merchandiser in 1988, he worked his way up to managing director in 2002, before being named president of schuh. Under Temple's leadership, schuh strengthened its position as one of the U.K.'s leading footwear retailers, building market-leading omnichannel capabilities, deep and trusted brand partnerships, and a distinctive retail experience for customers. He leaves behind a business with a strong foundation, well positioned to continue growing both on the high street and online. Petersson will report directly to Gray. Journeys Global Retail Group brings together U.S. footwear retailer Journeys with schuh and Canada’s Little Burgundy under a unified leadership structure, uniting Genesco’s youth-focused footwear businesses. Throughout his career, he has built broad expertise across merchandising, retail operations, brand partnerships and commercial strategy, with a proven track record of driving growth and strengthening retail businesses. Petersson joins schuh from Foot Locker, where he most recently served as Senior Vice President and General Manager, EMEA, leading the company's largest international business. Previously, he held senior leadership positions at Foot Locker, including Global General Manager of atmos, the company’s premium sneaker business, and served as Vice President and General Manager, Asia for Foot Locker. Prior to joining Foot Locker, Petersson served as Chief Commercial Officer and Executive Board Member at INTERSPORT Sweden and held several international roles at PUMA.
Recent Insider Transactions • Jul 14Lead Independent Director recently bought US$100k worth of stockOn the 9th of July, Gregory Sandfort bought around 3k shares on-market at roughly US$33.80 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$1.4m. Insiders have collectively bought US$15m more in shares than they have sold in the last 12 months.
お知らせ • Jul 06The Radoff-Jumana Group Issues Presentation to Shareholders of GenescoOn July 6, 2026, Bradley L. Radoff announced that he has submitted an investor presentation with the shareholders of Genesco Inc., highlighting how Company’s presentation uses mimi math to cherry-pick a depressed starting share price and artificially high ending share price in order to make the company’s performance appear better than it actually is – stock is down more than 22% since cherry-picked date. In addition, Bradley L. Radoff believes this is the latest example of the board manipulating the facts and calls for Vaughn to be stripped of her board chair role and called on the Company to return excess cash to shareholders via a Dutch tender offer for 1 million shares at the earliest possible opportunity. Further, Bradley L. Radoff requesting the Company shareholders to vote for his nominees Westervelt T. Ballard, Jr. and Paula J. Poskon, recommended the Company shareholders to Joanna Barsh or Thurgood Marshall, at the 2026 annual meeting of shareholders of the Company.
お知らせ • Jul 02Radoff-Jumana Group Issues a Statement to the Shareholders of GenescoOn July 2, 2026, Bradley L. Radoff, Jumana Capital Investments LLC and Christopher R. Martin announced that it had issued statement where it exposes that Genesco’s Proxy Statement falsely claims Joanna Barsh has public company leadership and senior leadership experience – in reality, she has no such experience and should be disqualified from serving on Genesco’s Board and urged shareholders to replace Ms. Barsh and Thurgood Marshall, Jr. With Westervelt T. Ballard, Jr., a Former Public Company CEO, and Paula J. Poskon. Further, Bradley L. Radoff offers to withdraw proxy contest if Ms. Barsh and Mr. Marshall resign immediately and one of our candidates is appointed to the board. In addition, Bradley L. Radoff recommended shareholder to vote for the Radoff-Jumana Group’s Nominees – Westervelt T. Ballard, Jr. and Paula J. Poskon to hold the legacy board accountable for years of value destruction and send a clear signal for change.
お知らせ • Jun 29+ 7 more updatesGenesco Inc. Announces CFO Changes, Effective August 3, 2026On June 29, 2026, Genesco Inc. announced the appointment of Jonathan Collins as Chief Financial Officer. Mr. Collins will begin his employment as Chief Financial Officer on August 3, 2026 (the “Effective Date”). In connection with his appointment, Mr. Collins will also serve as the Company’s principal financial officer as of the Effective Date. As previously announced, Mimi E. Vaughn, the Company’s Board Chair, President and Chief Executive Officer was appointed by the Company’s board of directors to serve as the Company’s Interim Chief Financial Officer and principal financial officer until a successor was named by the Company. As such, as of the Effective Date, Ms. Vaughn will no longer serve as the Company’s Interim Chief Financial Officer and principal financial officer. Prior to joining the Company, Mr. Collins, age 54, served as Chief Financial Officer of America’s Car-Mart Inc. since May 2025. Previously, Mr. Collins served in various leadership roles at Walmart Inc. from 2012 to 2025, including as Vice President, Chief Financial Officer of Walmart Africa from 2023 to 2025, Vice President, Controllership from 2018 to 2023, Senior Director, International FP&A from 2014 to 2018 and Senior Director, Internal Audit from 2012 to 2014. Prior to joining Walmart, Mr. Collins served at KPMG LLP from 2000 to 2012, rising from Manager through multiple promotions to Partner. Mr. Collins holds a Master of Business Administration and a Master of Science in Accounting from the University of Illinois, a Bachelor of Science in Accounting from Western Governors University and a Bachelor of Science in Computer Science from Kennesaw State University. Mr. Collins is a Certified Public Accountant. Jonathan is an accomplished finance executive with an exceptional combination of public company leadership and multi-channel global retail expertise, said Vaughn. Throughout his career, he has demonstrated the ability to strengthen financial organizations, drive operational discipline and support profitable growth. His broad experience across consumer-facing, large-scale, retail and e-commerce businesses, combined with his strategic financial acumen, makes him an outstanding addition to our leadership team, as we continue executing Footwear First strategy and creating shareholder value. Collins brings an impressive record of more than 30 years of senior financial experience. He spent more than a decade with Walmart (from 2012 to 2025) in a series of successive executive leadership roles, including Chief Financial Officer of Walmart Africa, Chief Accounting Officer of Flipkart Group, and Chief Accounting Officer of Walmart Canada. Across these positions, he was instrumental in helping drive growth, operational improvements, capital allocation strategies and business transformation.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$35.67, the stock trades at a trailing P/E ratio of 20.1x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$16.10 per share.
お知らせ • Jun 16Genesco Inc., Annual General Meeting, Jul 21, 2026Genesco Inc., Annual General Meeting, Jul 21, 2026.
Seeking Alpha • Jun 04Genesco's Operating Situation Does Not Deserve A 17x+ MultipleSummary Genesco delivered better-than-expected 1Q27 sales, driven by Journeys and J&M, but bottom-line gains remain limited by margin pressures. Journeys' new strategy boosted comps and sales, yet operating losses persist due to lower gross margins and higher sales costs. Schuh continues to underperform, with declining comps and sales, and a turnaround remains uncertain amid a challenging UK consumer environment. At a 17x earnings multiple, GCO's valuation appears stretched for a B&M retailer facing operational headwinds; I maintain a Hold rating. Read the full article on Seeking Alpha
New Risk • Jun 01New major risk - Revenue and earnings growthEarnings have declined by 60% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • May 29First quarter 2027 earnings released: US$1.42 loss per share (vs US$2.02 loss in 1Q 2026)First quarter 2027 results: US$1.42 loss per share (improved from US$2.02 loss in 1Q 2026). Revenue: US$487.0m (up 2.8% from 1Q 2026). Net loss: US$14.8m (loss narrowed 30% from 1Q 2026). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Price Target Changed • May 27Price target decreased by 8.8% to US$34.67Down from US$38.00, the current price target is an average from 3 analysts. New target price is 6.8% below last closing price of US$37.18. Stock is up 71% over the past year. The company posted earnings per share of US$1.28 last year.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$37.38, the stock trades at a trailing P/E ratio of 30.6x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total returns to shareholders of 103% over the past three years.
お知らせ • May 15Genesco Inc. to Report Q1, 2027 Results on May 29, 2026Genesco Inc. announced that they will report Q1, 2027 results Pre-Market on May 29, 2026
お知らせ • May 08Genesco Inc. Appoints Ashley Randolph as Chief Accounting Officer, Effective May 5, 2026Genesco Inc. announced the appointment of Ashley Randolph as Vice President and Chief Accounting Officer, effective May 5, 2026. 20-year veteran of Genesco, Randolph most recently served as Vice President and Corporate Controller, a role she has held since 2024. In her new role, Randolph will oversee the Company’s accounting operations, financial controls and compliance, including financial statements, accounting policy, and SEC reporting, while driving continued efficiencies across the function. During her tenure, Randolph has played a key role in strengthening Genesco’s financial foundation and advancing operational effectiveness, including leading the adoption of new accounting standards, modernizing SEC reporting processes and enhancing internal controls. She served as Senior Director, Finance and Accounting from 2018 to 2024 and Director, Finance and Accounting from 2016 to 2018. She held roles of increasing responsibility with the Company in technical accounting and financial compliance from 2004 to 2014. Prior to joining Genesco, Randolph was a senior auditor at Deloitte & Touche. She holds a bachelor’s degree in accounting from Lipscomb University and is a Certified Public Accountant.
お知らせ • Mar 28Genesco Inc. Announces Changes in Principal Accounting OfficerAs previously announced on January 29, 2026, Genesco Inc. and the Company’s former Senior Vice President and Chief Financial Officer, Cassandra E. Harris, entered into a Consulting Agreement dated January 29, 2026, pursuant to which Ms. Harris continued to support the Company as a consultant and principal accounting officer from March 7, 2026, through the filing of the Company’s fiscal year 2026 Annual Report on Form 10-K, filed with the Securities and Exchange Commission on March 25, 2026 (the ‘ Form 10-K ‘), assisting with an orderly transition. Accordingly, Ms. Harris ceased to serve as the Company's principal accounting officer, effective March 25, 2026. On March 26, 2026, Mimi E. Vaughn, age 59, the Company’s President, Chief Executive Officer, Interim Chief Financial Officer and principal financial officer, was appointed by the Company’s board of directors to serve as the Company’s principal accounting officer until the Company names a successor. Ms. Vaughn will continue to lead the Company’s experienced financial leadership team and management in connection with her service as Interim Chief Financial Officer.
Reported Earnings • Mar 09Full year 2026 earnings released: EPS: US$1.28 (vs US$1.80 loss in FY 2025)Full year 2026 results: EPS: US$1.28 (up from US$1.80 loss in FY 2025). Revenue: US$2.44b (up 4.8% from FY 2025). Net income: US$13.3m (up US$32.8m from FY 2025). Profit margin: 0.5% (up from net loss in FY 2025). Like-for-like sales growth: 6.0% vs FY 2025 Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Price Target Changed • Mar 08Price target decreased by 7.9% to US$35.00Down from US$38.00, the current price target is an average from 4 analysts. New target price is 32% above last closing price of US$26.50. Stock is down 2.3% over the past year. The company posted a net loss per share of US$1.80 last year.
お知らせ • Mar 06Genesco Inc. Provides Earnings Guidance for the Year 2027Genesco Inc. provided earnings guidance for the year 2027 . For the year, company Expects positive comparable sales of 1% to 2% Expects total sales to be down 1% to flat compared to Fiscal 2026 including a reduction in sales of approximately $30 million net due to the exit of licenses and approximately $30 million related to net store closures .
お知らせ • Feb 19Genesco Inc. to Report Q4, 2026 Results on Mar 06, 2026Genesco Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 06, 2026
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Independent Director Matt Bilunas was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 30+ 1 more updateGenesco Inc. Announces Chief Financial Officer Changes, Effective March 6, 2026Genesco Inc. announced that Cassandra “Sandra” Harris, Chief Financial Officer, is stepping down from her role effective March 6, 2026, to pursue other opportunities. Harris will assist with an orderly transition, participate in Genesco’s fourth quarter and fiscal year 2026 earnings conference call in early March and will continue to support the Company as a consultant and principal accounting officer through the filing of the Company’s fiscal year 2026 Form 10-K on March 25, 2026. The Company has initiated an active search for a permanent Chief Financial Officer and is moving expeditiously to identify a strategic leader to continue driving shareholder value. Effective March 6, 2026, Mimi E. Vaughn, Genesco’s Chief Executive Officer, will assume the role of Interim Chief Financial Officer. In this seamless transition, Vaughn, who served as Genesco’s Chief Financial Officer from 2015 to 2019, will work closely with the Company’s deeply experienced financial leadership team and management to ensure continuity.
Price Target Changed • Jan 13Price target increased by 16% to US$35.25Up from US$30.33, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$34.56. Stock is down 17% over the past year. The company posted a net loss per share of US$1.80 last year.
お知らせ • Jan 13Genesco Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2026Genesco Inc. provided earnings guidance for the Fiscal Year Ending January 31, 2026. For the year, the company expects Forecasted earnings from continuing operations of Net of Tax was $7.3 million and Per share was $0.68.
分析記事 • Dec 31Here's Why Genesco (NYSE:GCO) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 31More 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...
Price Target Changed • Dec 30Price target decreased by 7.1% to US$30.33Down from US$32.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$25.36. Stock is down 41% over the past year. The company posted a net loss per share of US$1.80 last year.
お知らせ • Dec 04Genesco Inc. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026Genesco Inc. revised earnings guidance for the fiscal year 2026. For the year, the company expects total sales to be up about 2% and comparable sales to be up about 3% compared to Fiscal 2025, down from prior guidance for total sales to be up 3% to 4% and comparable sales up 4% to 5%.
お知らせ • Nov 21Genesco Inc. to Report Q3, 2026 Results on Dec 04, 2025Genesco Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 04, 2025
分析記事 • Sep 26Returns 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...
Reported Earnings • Aug 28Second quarter 2026 earnings released: US$1.79 loss per share (vs US$0.91 loss in 2Q 2025)Second quarter 2026 results: US$1.79 loss per share (further deteriorated from US$0.91 loss in 2Q 2025). Revenue: US$546.0m (up 4.0% from 2Q 2025). Net loss: US$18.5m (loss widened 86% from 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 28Genesco Inc. Provides Earnings Guidance for the Fiscal Year 2026Genesco Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects total sales to be up 3% to 4% compared to Fiscal 2025 with comparable sales range up 4% to 5%, up from prior guidance for total sales to be up 1% to 2% and comparable sales up 2% to 3%.
分析記事 • Aug 27Genesco Inc.'s (NYSE:GCO) 30% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, Genesco Inc. ( NYSE:GCO ) shares have been powering on, with a gain of 30% in the last...
Price Target Changed • Aug 26Price target increased by 23% to US$29.00Up from US$23.50, the current price target is an average from 3 analysts. New target price is 9.8% below last closing price of US$32.16. Stock is up 4.8% over the past year. The company posted a net loss per share of US$1.80 last year.
お知らせ • Aug 21Genesco Inc. to Report Q2, 2026 Results on Aug 28, 2025Genesco Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 28, 2025
Reported Earnings • Jun 04First quarter 2026 earnings released: US$2.02 loss per share (vs US$2.22 loss in 1Q 2025)First quarter 2026 results: US$2.02 loss per share (improved from US$2.22 loss in 1Q 2025). Revenue: US$474.0m (up 3.6% from 1Q 2025). Net loss: US$21.2m (loss narrowed 13% from 1Q 2025). Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
New Risk • Jun 04New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Jun 04Genesco Inc. Revises Earnings Guidance for the Fiscal Year Ending January 31, 2026Genesco Inc. revised earnings guidance for the fiscal year ending January 31, 2026. For the year, the company expects earnings from continuing operations net of tax of $12.5 million to $17.0 million and earnings from continuing operations to be $1.17 per share to $1.61 per share. Expects total sales to be up 1% to 2% compared to Fiscal 2025 versus prior expectation of flat to up 1% due to the impact of favorable foreign exchange, with comparable sales range narrowed to up 2% to 3% versus prior range of up 2% to 4%.
お知らせ • May 20Genesco Inc. to Report Q1, 2026 Results on Jun 04, 2025Genesco Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 04, 2025
お知らせ • May 19Genesco Inc., Annual General Meeting, Jun 26, 2025Genesco Inc., Annual General Meeting, Jun 26, 2025.
分析記事 • May 09Optimistic Investors Push Genesco Inc. (NYSE:GCO) Shares Up 26% But Growth Is LackingThose holding Genesco Inc. ( NYSE:GCO ) shares would be relieved that the share price has rebounded 26% in the last...
分析記事 • Apr 24Some Investors May Be Worried About Genesco's (NYSE:GCO) Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Buy Or Sell Opportunity • Apr 09Now 29% overvaluedOver the last 90 days, the stock has fallen 51% to US$20.42. The fair value is estimated to be US$15.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Buy Or Sell Opportunity • Mar 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 45% to US$22.59. The fair value is estimated to be US$28.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Mar 21Independent Director recently bought US$252k worth of stockOn the 20th of March, Gregory Sandfort bought around 11k shares on-market at roughly US$22.92 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$81k more in shares than they have sold in the last 12 months.
Seeking Alpha • Mar 10Genesco Can't Drive Operational Leverage, Is Unattractive Even After Recent DipSummary 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
分析記事 • Mar 08Genesco Inc.'s (NYSE:GCO) 34% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioGenesco Inc. ( NYSE:GCO ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
お知らせ • Mar 08Genesco Inc. Provides Earnings Guidance for the Year 2026Genesco Inc. provided earnings guidance for the year 2026. For the year, the company expects total sales to be flat to up 1% compared to Fiscal 2025 including a foreign exchange negative impact of approximately $14 million and closed store impact of approximately $30 million. .
Reported Earnings • Mar 07Full year 2025 earnings released: US$1.80 loss per share (vs US$2.10 loss in FY 2024)Full year 2025 results: US$1.80 loss per share (improved from US$2.10 loss in FY 2024). Revenue: US$2.33b (flat on FY 2024). Net loss: US$19.5m (loss narrowed 17% from FY 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 05Does 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...
Buy Or Sell Opportunity • Mar 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$32.97. The fair value is estimated to be US$43.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 21Genesco Inc. to Report Q4, 2025 Results on Mar 07, 2025Genesco Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 07, 2025
Buy Or Sell Opportunity • Feb 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to US$40.11. The fair value is estimated to be US$32.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jan 09Genesco Inc. Appoints Kyle Polischuk as Chief Human Resources OfficerGenesco Inc. announced that Kyle Polischuk has been named Chief Human Resources Officer, leading the enterprise wide human resources function for the footwear focused lifestyle retailer and branded company. In this newly created role, Polischuk will leverage her 20+ years of strategic human resources experience overseeing Genesco’s HR initiatives, including talent management and recruitment, leadership development, performance management, employee engagement and total rewards. Polischuk will report to Vaughn and serve on Genesco’s executive management committee. Her appointment is effective January 6, 2025. Polischuk has a deep background in consumer, retail and human resources. She joins Genesco from Rue Gilt Group, a leading off-price ecommerce portfolio company, where she was responsible for the company’s people and talent strategy and its connection to business goals. Prior to Rue Gilt, she held various leadership roles, including as Chief Human Resources officer with J. Jill leading the overall strategic direction of the company’s talent with a creative, collaborative and data centric approach, while aligning with the company’s strategic objectives. Previous positions include at Talbots where she served in successive roles including vice president, human resources, where she led the total scope of human resources, including serving on the executive committee during the specialty retailer’s major business turnaround.
Seeking Alpha • Jan 05Genesco's Q3 2025 Topline Was Impressive, But The Lack Of Operating Leverage Is ConcerningSummary 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 24Genesco: 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
Recent Insider Transactions • Dec 18Insider recently sold US$171k worth of stockOn the 17th of December, Daniel Ewoldsen sold around 4k shares on-market at roughly US$42.68 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Dec 14Genesco Inc. Announces Executive ChangesGenesco Inc. reported that in conjunction with Mr. Thomas A. George’s retirement, Ms. Cassandra “Sandra” Harris will succeed Mr. George as principal accounting officer, effective December 12, 2024. Prior to joining the Company, Ms. Harris, age 52, served as Chief Financial Officer of Artisan Design Group, LLC from February 2023 to April 2024. Previously, Ms. Harris served as Tupperware Brands Corp.’s (“Tupperware”) (i) Chief Financial Officer and Chief Operating Officer from October 2020 to June 2022 and (ii) Executive Vice President and Chief Financial Officer from April 2019 to October 2020. Prior to joining Tupperware, Ms. Harris served in multiple senior leadership roles with V.F. Corporation from March 2008 to March 2019. Ms. Harris holds a Bachelor of Science in Accounting from Clemson University and is a Certified Public Accountant and Chartered Global Management Accountant.
Price Target Changed • Dec 09Price target increased by 38% to US$40.00Up from US$29.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$41.66. Stock is up 35% over the past year. The company posted a net loss per share of US$2.10 last year.
New Risk • Dec 06New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 06Third quarter 2025 earnings released: US$1.76 loss per share (vs US$0.60 profit in 3Q 2024)Third quarter 2025 results: US$1.76 loss per share (down from US$0.60 profit in 3Q 2024). Revenue: US$596.3m (up 2.9% from 3Q 2024). Net loss: US$18.8m (down 386% from profit in 3Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 06Genesco Inc. Raises Earnings Guidance for the Fiscal Year 2025Genesco Inc. raised earnings guidance for the fiscal year 2025. For the period, the company expects Now expects total sales to be down 1% to flat compared to Fiscal 2024, or flat to up 1% excluding the 53 week in Fiscal 2024 versus prior expectations for a total sales decrease of 1% to 2%, or flat to down 1% excluding the 53rd week in Fiscal 2024.
分析記事 • Nov 26Optimistic Investors Push Genesco Inc. (NYSE:GCO) Shares Up 31% But Growth Is LackingGenesco Inc. ( NYSE:GCO ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
お知らせ • Nov 21Genesco Inc. to Report Q3, 2025 Results on Dec 06, 2024Genesco Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 06, 2024
分析記事 • Nov 13Is 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...
分析記事 • Oct 18Returns 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...
お知らせ • Oct 01+ 1 more updateGenesco Inc. Appoints Cassandra Harris as Senior Vice President, Finance, Effective October 7, 2024Genesco Inc. announce dappointment of Cassandra Harris as Senior Vice President, Finance, effective October 7, 2024. Harris succeeds Thomas A. George, whose planned retirement will take effect on December 12, 2024 to ensure an orderly transition. Harris joins Genesco with an impressive background of CFO and finance leadership roles in retail and consumer brands companies, including at VF Corporation (“VF”). Harris spent nearly 10 years at VF (from 2008 to 2017), where she was responsible for driving global business and financial strategies across VF’s more than 50 iconic lifestyle brands. Harris’ experience with VF includes retail, finance, supply chain and information technology leadership, including serving as Chief Financial Officer for Direct to Consumer, Global Supply Chain and Shared Services. Harris will report directly to Vaughn and will oversee Genesco’s accounting, financial planning and analysis, investor relations, treasury, procurement and tax functions. During the transitional period, George will continue as Genesco’s Principal Accounting Officer. Harris most recently served as Chief Financial Officer for Artisan Design Group, the leading nationwide provider of design and installation services for interior finishes. Prior to that she was the Chief Financial Officer and Chief Operating Officer of publicly-held Tupperware Brands (from 2019 to 2022) serving as a strategic business partner responsible for transforming a traditional direct seller to an omnichannel company. Harris’s proven track record at VF includes leading retail growth of more than 40% across multiple platforms with a “digital first”/e-commerce approach, expansion of approximately 2,500 brick and mortar doors and growth of its wholesale partnerships. In addition to her financial leadership, during her time as VF’s Chief Information Officer, she operationally led the transformation of VF’s global technology from a traditional technology-focused organization to a consumer-focused digital first company. Harris also enabled VF’s shared services to become more agile, flexible and efficient creating a foundation for its growth platform.
Seeking Alpha • Sep 07Genesco Q2: Underperforming Comparable Sales, As Wall Street ExpectedSummary 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
Reported Earnings • Sep 07Second quarter 2025 earnings released: US$0.91 loss per share (vs US$2.79 loss in 2Q 2024)Second quarter 2025 results: US$0.91 loss per share (improved from US$2.79 loss in 2Q 2024). Revenue: US$525.2m (flat on 2Q 2024). Net loss: US$9.93m (loss narrowed 69% from 2Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 26Genesco Inc. to Report Q2, 2025 Results on Sep 06, 2024Genesco Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 06, 2024
分析記事 • Aug 01Genesco Inc.'s (NYSE:GCO) Shares Climb 31% But Its Business Is Yet to Catch UpThe Genesco Inc. ( NYSE:GCO ) share price has done very well over the last month, posting an excellent gain of 31...
お知らせ • Jul 23Journeys Announces the Appointment of Stacy Doren as Executive Vice President and Chief Marketing Officer, Effective August 1, 2024Journeys announced the appointment of Stacy Doren as Executive Vice President and Chief Marketing Officer of the Journeys Group, effective August 1, 2024. An accomplished global brand executive, Doren will lead all marketing functions, building on Journeys' foundation as a leader in teen fashion footwear retail. Doren joins Journeys after an impressive 24-year tenure at Levi’s, where she held successive leadership roles, culminating in a decade-long role as Vice President of Levi's Americas Marketing. Most recently, she led a 50-person marketing team overseeing creative development, media, partnerships and activations, public relations, channel marketing, and brand environment for the company's largest business segment. Under her guidance, she crafted and executed innovative marketing strategies that strengthened consumer affinity and drove commercial success. Her achievements include developing Levi’s full-funnel marketing offense, re-establishing the brand's cultural relevance with youth, helping to rejuvenate the women's business and grow lifestyle categories, and overseeing the high-profile launch of Levi’s stadium.
分析記事 • Jul 12The Returns On Capital At Genesco (NYSE:GCO) Don't Inspire ConfidenceWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha • Jun 30Genesco's Assortment Bet For H2 2025 Is Risky, The Stock Is Still A HoldSummary 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
Reported Earnings • Jun 04First quarter 2025 earnings released: US$2.22 loss per share (vs US$1.60 loss in 1Q 2024)First quarter 2025 results: US$2.22 loss per share (further deteriorated from US$1.60 loss in 1Q 2024). Revenue: US$457.6m (down 5.3% from 1Q 2024). Net loss: US$24.3m (loss widened 29% from 1Q 2024). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
お知らせ • May 31Genesco Inc. Reaffirms Earnings Guidance for the Year 2025Genesco Inc. reaffirmed earnings guidance for the year 2025. For Fiscal 2025, the Company: Continues to expect total sales to decrease 2% to 3% compared to Fiscal 2024, or down 1% to 2% excluding the 53rd week in Fiscal 2024. Forecasted earnings from continuing operations of $4.0 million to $9.0 million and $0.36 to $0.80 per share.
お知らせ • May 21Genesco Inc., Annual General Meeting, Jun 27, 2024Genesco Inc., Annual General Meeting, Jun 27, 2024.
お知らせ • May 18Genesco Inc. to Report Q1, 2025 Results on May 31, 2024Genesco Inc. announced that they will report Q1, 2025 results Pre-Market on May 31, 2024
Seeking Alpha • Mar 19Genesco: Faces A Challenging Demand EnvironmentSummary 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
Reported Earnings • Mar 10Full year 2024 earnings released: US$2.10 loss per share (vs US$5.80 profit in FY 2023)Full year 2024 results: US$2.10 loss per share (down from US$5.80 profit in FY 2023). Revenue: US$2.32b (down 2.5% from FY 2023). Net loss: US$23.6m (down 133% from profit in FY 2023). Like-for-like sales growth: Down 7.0% vs FY 2023 Revenue is expected to decline by 2.2% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in the US are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 09Returns On Capital At Genesco (NYSE:GCO) Paint A Concerning PictureIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
お知らせ • Mar 08Genesco Inc. Provides Revenue Guidance for Fiscal 2025Genesco Inc. provided revenue guidance for fiscal 2025. For the period, the company expects total sales to decrease 2% to 3% compared to Fiscal 2024, or down 1% to 2% excluding the 53rdweek in Fiscal 2024.
お知らせ • Feb 27Genesco Inc. to Report Q4, 2024 Results on Mar 08, 2024Genesco Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 08, 2024
Seeking Alpha • Feb 27Genesco: Focus On Future Margin TrajectorySummary 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
分析記事 • Feb 13Does 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...
Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to US$29.75. The fair value is estimated to be US$24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jan 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to US$27.76. The fair value is estimated to be US$23.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jan 05Genesco Names Chris Santaella as Executive Vice President and Chief Merchandising Officer of Journeys Group, Effective February 5, 2024Genesco Inc. announced the appointment of Chris Santaella as executive vice president and chief merchandising officer of the Journeys Group, effective February 5, 2024. Santaella replaces Pete Hicks who retired in October 2023. An accomplished and diversified global merchant, Santaella will lead Journeys’ buying, merchandising, planning and product strategies, building on Journeys foundation as a leader in teen fashion footwear retail and its brand mission of “an attitude you can wear” self-expression inspired by youth culture. Santaella joins Journeys from Foot Locker, where he served more than three decades in successive roles, most recently as senior vice president and chief merchandising officer responsible for Foot Locker, Kids Foot Locker and Champs Sports. He led a 125-person global product organization which included divisional buying teams, global product development and product strategy teams. In this role he developed and implemented global product strategies to drive and diversify Foot Locker’s business model, including successfully expanding Foot Locker’s brand portfolio through a curated consumer focused approach. Santaella will report to Andy Gray, Journeys president. Santaella joins Genesco from Foot Locker where he served in a variety of senior leadership positions. From his early career as a buyer and merchandiser, he rose through the ranks to vice president of footwear, responsible for buying for men’s Foot Locker and Lady Foot Locker, and subsequently to vice president and general merchandise manager for Foot Locker, Kids Foot Locker, Lady Foot Locker and Footaction. He later took on the more senior roles of vice president and general manager North America for Kids Foot Locker, where he led the team across all functions including product, planning, allocation, marketing and finance, followed by vice president and chief product strategist for Foot Locker North America, where he was responsible for developing and leading a new merchant organization to transform a legacy product organization. Santaella rounded out his career at Foot Locker as senior vice president and chief product officer, and finally chief merchandising officer.
分析記事 • Jan 04Genesco Inc.'s (NYSE:GCO) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...