Genesco Inc.

NYSE:GCO 株式レポート

時価総額:US$352.3m

Genesco マネジメント

マネジメント 基準チェック /34

Genescoの CEO はMimi Vaughnで、 Feb2020年に任命され、 の在任期間は 6.25年です。 の年間総報酬は$ 5.19Mで、 19.8%給与と80.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の4.15%を直接所有しており、その価値は$ 14.61M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と5年です。

主要情報

Mimi Vaughn

最高経営責任者

US$5.2m

報酬総額

CEO給与比率19.77%
CEO在任期間6.3yrs
CEOの所有権4.1%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

Seeking Alpha May 14

Genesco: Digital Transformation Is The Shoe That Fits

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Genesco Q2: Underperforming Comparable Sales, As Wall Street Expected

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

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

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

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

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

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

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

Genesco: Faces A Challenging Demand Environment

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

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

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

Genesco: Focus On Future Margin Trajectory

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

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

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

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

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

Genesco: Weak Results And Future Outlook

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

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

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

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

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

Genesco: Promising Initiatives, But Upside Is Limited

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

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

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

CEO報酬分析

Genesco の収益と比較して、Mimi Vaughn の報酬はどのように変化したか?
日付総報酬給与会社業績
Jan 31 2026n/an/a

US$13m

Nov 01 2025n/an/a

-US$693k

Aug 02 2025n/an/a

-US$25m

May 03 2025n/an/a

-US$16m

Feb 01 2025US$5mUS$1m

-US$20m

Nov 02 2024n/an/a

-US$33m

Aug 03 2024n/an/a

-US$7m

May 04 2024n/an/a

-US$29m

Feb 03 2024US$4mUS$1m

-US$24m

Oct 28 2023n/an/a

-US$5m

Jul 29 2023n/an/a

US$9m

Apr 29 2023n/an/a

US$48m

Jan 28 2023US$4mUS$1m

US$72m

Oct 29 2022n/an/a

US$95m

Jul 30 2022n/an/a

US$108m

Apr 30 2022n/an/a

US$111m

Jan 29 2022n/an/a

US$115m

Oct 30 2021n/an/a

US$143m

Jul 31 2021n/an/a

US$117m

May 01 2021n/an/a

US$87m

Jan 30 2021US$3mUS$610k

-US$56m

Oct 31 2020n/an/a

-US$111m

Aug 01 2020n/an/a

-US$99m

May 02 2020n/an/a

-US$79m

Feb 01 2020US$3mUS$603k

US$62m

報酬と市場: Mimiの 総報酬 ($USD 5.19M ) は、 US市場 ($USD 2.72M ) の同規模の企業の平均を上回っています。

報酬と収益: Mimiの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mimi Vaughn (58 yo)

6.3yrs
在職期間
US$5,185,437
報酬

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


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Mimi Vaughn
Chairman6.3yrsUS$5.19m4.15%
$ 14.6m
Scott Becker
Senior VP6.6yrsUS$1.13m0.62%
$ 2.2m
Parag Desai
Senior VP11.4yrsUS$1.16m0.90%
$ 3.2m
Andrew Gray
Senior VP2.3yrsUS$3.93m0.80%
$ 2.8m
Ashley Randolph
VP & Chief Accounting Officerno dataデータなし0.073%
$ 255.7k
Kyle Polischuk
Chief Human Resources Officer1.3yrsデータなしデータなし
Daniel Ewoldsen
Senior VP and President of Johnston & Murphy Group6.8yrsUS$742.69k0.48%
$ 1.7m
Colin Temple
Managing Director of schuh2.3yrsデータなしデータなし
Richard Higgins
President of Genesco Brands Group2.2yrsデータなしデータなし
2.3yrs
平均在職期間
53.5yo
平均年齢

経験豊富な経営陣: GCOの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Mimi Vaughn
Chairman6.6yrsUS$5.19m4.15%
$ 14.6m
Angel Martinez
Independent Director5yrsUS$201.46k0.19%
$ 660.2k
Thurgood Marshall
Independent Director14.2yrsUS$201.46k0.30%
$ 1.1m
Gregory Sandfort
Lead Independent Director5yrsUS$236.46k0.42%
$ 1.5m
John Lambros
Independent Director5.6yrsUS$226.46k0.18%
$ 642.5k
Mary Meixelsperger
Independent Director5yrsUS$231.46k0.22%
$ 766.8k
Joanna Barsh
Independent Director12.5yrsUS$221.46k0.42%
$ 1.5m
Matthew Bilunas
Independent Director3.3yrsUS$201.46k0.14%
$ 490.0k
Carolyn Bojanowski
Independent Director3.3yrsUS$201.46k0.14%
$ 490.0k
5.0yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: GCOの 取締役会経験豊富 であると考えられます ( 5年の平均在任期間)。


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2026/05/20 11:02
終値2026/05/20 00:00
収益2026/01/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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