Genesco Past Earnings Performance
Past criteria checks 1/6
Genesco's earnings have been declining at an average annual rate of -56.8%, while the Specialty Retail industry saw earnings declining at 6.9% annually. Revenues have been growing at an average rate of 0.5% per year. Genesco's return on equity is 7.5%, and it has net margins of 1.7%.
Key information
-56.77%
Earnings growth rate
-51.74%
EPS growth rate
| Specialty Retail Industry Growth | 26.64% |
| Revenue growth rate | 0.54% |
| Return on equity | 7.47% |
| Net Margin | 1.71% |
| Last Earnings Update | 01 Aug 2026 |
Recent past performance updates
Recent updates
New Narrative • Sep 09
Genesco Trades in the Mid-$30s. Journeys Is Improving. I Still Want to Know Why These Businesses Belong Together.
Genesco trades in the mid-$30s per share. I originally started working on the company in July because Bradley Radoff and Jumana Capital had accumulated almost 9% of the shares, invested close to $29 million and discussed with management the possibility of selling individual businesses or the entire company.Seeking Alpha • Sep 04
Genesco: One-Time Cash Payments Distort The Real Picture
Summary Genesco receives a Sell rating due to high free cash flow growth expectations and weak performance outside its Journeys segment. Journeys shows positive comps and margin expansion, but Schuh and Johnston & Murphy remain challenged, with Schuh posting operating losses and declining sales. GCO must compound free cash flow at 10.8% annually for a decade to justify its ~$35 share price, a target unsupported by current fundamentals. Store closures, cost savings, and the Journeys 4.0 remodel drive near-term improvements, but a lack of margin of safety and rebranding risk undermine long-term conviction. Read the full article on Seeking AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaSeeking 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaSeeking 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 AlphaAnalysis Article • 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 AlphaRevenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Genesco makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 01 Aug 26 | 2,433 | 42 | 1,116 | 0 |
| 02 May 26 | 2,449 | 20 | 1,121 | 0 |
| 31 Jan 26 | 2,436 | 13 | 1,116 | 0 |
| 01 Nov 25 | 2,382 | -1 | 1,103 | 0 |
| 02 Aug 25 | 2,362 | -25 | 1,102 | 0 |
| 03 May 25 | 2,341 | -16 | 1,092 | 0 |
| 01 Feb 25 | 2,325 | -20 | 1,089 | 0 |
| 02 Nov 24 | 2,318 | -33 | 1,094 | 0 |
| 03 Aug 24 | 2,301 | -7 | 1,086 | 0 |
| 04 May 24 | 2,299 | -29 | 1,089 | 0 |
| 03 Feb 24 | 2,325 | -24 | 1,096 | 0 |
| 28 Oct 23 | 2,311 | -5 | 1,078 | 0 |
| 29 Jul 23 | 2,335 | 9 | 1,081 | 0 |
| 29 Apr 23 | 2,347 | 48 | 1,068 | 0 |
| 28 Jan 23 | 2,385 | 72 | 1,059 | 0 |
| 29 Oct 22 | 2,388 | 95 | 1,089 | 0 |
| 30 Jul 22 | 2,384 | 108 | 1,062 | 0 |
| 30 Apr 22 | 2,404 | 111 | 1,069 | 0 |
| 29 Jan 22 | 2,422 | 115 | 1,044 | 0 |
| 30 Oct 21 | 2,331 | 143 | 958 | 0 |
| 31 Jul 21 | 2,210 | 117 | 935 | 0 |
| 01 May 21 | 2,046 | 87 | 872 | 0 |
| 30 Jan 21 | 1,787 | -56 | 819 | 0 |
| 31 Oct 20 | 1,827 | -111 | 873 | 0 |
| 01 Aug 20 | 1,885 | -99 | 887 | 0 |
| 02 May 20 | 1,981 | -79 | 927 | 0 |
| 01 Feb 20 | 2,197 | 62 | 966 | 0 |
| 02 Nov 19 | 2,195 | 56 | 968 | 0 |
| 03 Aug 19 | 2,198 | 57 | 966 | 0 |
| 04 May 19 | 2,198 | 56 | 965 | 0 |
| 02 Feb 19 | 2,189 | 51 | 962 | 0 |
| 03 Nov 18 | 1,664 | 226 | 681 | 0 |
| 04 Aug 18 | 1,841 | 41 | 768 | 0 |
| 05 May 18 | 1,970 | 38 | 846 | 0 |
| 03 Feb 18 | 2,128 | 37 | 929 | 0 |
| 28 Oct 17 | 2,860 | -121 | 1,298 | 0 |
| 29 Jul 17 | 2,854 | 70 | 1,290 | 0 |
| 29 Apr 17 | 2,863 | 88 | 1,284 | 0 |
| 28 Jan 17 | 2,021 | 73 | 878 | 0 |
| 29 Oct 16 | 2,917 | 96 | 1,274 | 0 |
| 30 Jul 16 | 2,980 | 103 | 1,281 | 0 |
| 30 Apr 16 | 3,010 | 96 | 1,285 | 0 |
| 30 Jan 16 | 3,022 | 95 | 1,284 | 0 |
| 31 Oct 15 | 2,983 | 102 | 1,272 | 0 |
Quality Earnings: GCO has a large one-off gain of $22.2M impacting its last 12 months of financial results to 1st August, 2026.
Growing Profit Margin: GCO became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: GCO's earnings have declined by 56.8% per year over the past 5 years.
Accelerating Growth: GCO has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: GCO has become profitable in the last year, making it difficult to compare its past year earnings growth to the Specialty Retail industry (13.4%).
Return on Equity
High ROE: GCO's Return on Equity (7.5%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/15 19:14 |
| End of Day Share Price | 2026/09/15 00:00 |
| Earnings | 2026/08/01 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Genesco Inc. is covered by 14 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jonathan Komp | Baird |
| Jeffrey Lick | B. Riley Securities, Inc. |
| John Sciarra | Cantor Fitzgerald & Co. |