Retail-Shoe Stores · SIC 5661

GENESCO INC

GCO

Watch

Latest revenue

$616.2M

as of 2025-11-01

Latest net income

$5.4M

as of 2025-11-01

Net margin

0.9%

as of 2025-11-01

6.4
of 10

ActaClear Score

Above avg
#1 of 4 in Retail-Shoe Stores
new
Profitability·25%
5.6
Growth·15%
6.7
Value·20%
3.3
Quality·20%
10.0
Momentum·20%
6.7

Computed from 5 years of SEC fundamentals + latest market data, ranked within Retail-Shoe Stores (4 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

1.52
Price / FV

Fair value · DCF

Deeply overvalued
~34% downside at this growth
1.7% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$37.95
DCF fair value
$25.02
FCF base (last FY)
$13.27M
Net debt
$-102.03M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Community sentiment

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Price · 5Y

-9.5% / yr 29.2 pts / yr vs S&P 500 39.1% total
Compare:

Live market

delayed ≤15 min
$37.95
4.92%
Market cap
$421.3M
Enterprise value
$339.0M
P/E (trailing)
31.8×
Forward P/E
P/B
0.74×
Dividend yield
0.0%
52-wk high
$40.38
52-wk low
$19.62
Beta
Shares out
11.1M

5-year trend

What this company does

AI

ITEM 1. BUSINESS General Genesco Inc., incorporated in 1934 in the State of Tennessee, is a leading retailer and wholesaler of branded footwear, apparel and accessories with net sales for Fiscal 2026 of $2.4 billion. During Fiscal 2026, we operated four reportable business segments (not including corporate): (i) Journeys Group, comprised of the Journeys®, Journeys Kidz® and Little Burgundy® retail footwear chains and e-commerce operations; (ii) Schuh Group, comprised of the Schuh retail footwear chain and e-commerce operations; (iii) Johnston & Murphy Group, comprised of Johnston & Murphy® retail operations, e-commerce operations and wholesale distribution of products under the Johnston &…

AI summary unavailable — showing raw filing excerpt

Generated from GCO's filing dated 2026-03-25

Key risks

AI

ITEM 1A. RISK FACTORS Our business is subject to a variety of risks which might have a material impact on our business. You should carefully consider the risks and uncertainties described below and the other information in this Annual Report on Form 10-K, including our Consolidated Financial Statements and the notes to those statements. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we do not presently know about or that we currently consider immaterial may also affect our business operations and financial performance. If any of the events described below occur, our business, financial condition, cash flows or results of…

AI summary unavailable — showing raw filing excerpt

Generated from GCO's filing dated 2026-03-25

Profitability

Gross margin

46.3%

1.9%

Operating margin

0.7%

18.7%

Net margin

0.5%

167.0%

Return on equity

2.4%

170.2%

Return on assets

1.0%

167.3%

Leverage

Debt / equity

1.55×

7.3%

Long-term debt / equity

0.01×

Debt / assets

60.7%

2.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-01-31

$799.9M+7.2%$47.6M+38.5%6.0%

Q4 2025

2025-11-01

$616.2M+3.3%$5.4M+128.3%0.9%

Q3 2025

2025-08-02

$546.0M+4.0%$-18.5M-84.9%-3.4%

Q2 2025

2025-05-03

$474.0M+3.6%$-21.2M+12.8%-4.5%

Q1 2025

2025-02-01

$745.9M$34.4M4.6%

Q4 2024

2024-11-02

$596.3M+2.9%$-18.9M-389.5%-3.2%

Q3 2024

2024-08-03

$525.2M+0.4%$-10.0M+68.4%-1.9%

Q2 2024

2024-05-04

$457.6M$-24.3M-5.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Shoe Stores · SIC 5661

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Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns GCO

Institutional value

$132.5M

Total shares held

5.1M

Distinct holders

65

-52 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1PZENA INVESTMENT MANAGEMENT LLC1.1M$31.3M-163.1K (-13.1%)Trimmed
2BlackRock, Inc.850.2K$24.6M+8.2K (+1.0%)Added
3DIMENSIONAL FUND ADVISORS LP636.3K$18.4M+748 (+0.1%)Added
4VANGUARD CAPITAL MANAGEMENT LLC463.4K$13.4MNew
5VANGUARD PORTFOLIO MANAGEMENT LLC214.4K$6.2MNew
6ING GROEP NV210.0K$6.1M+0 (+0.0%)No change
7MACKENZIE FINANCIAL CORP136.3K$4.0M+60.1K (+79.0%)Added
8UBS Group AG132.6K$3.8M-42.3K (-24.2%)Trimmed
9Connor, Clark & Lunn Investment Management Ltd.122.9K$3.6M+763 (+0.6%)Added
10CIBC Bancorp USA Inc.100.5K$2.9MNew
11Russell Investments Group, Ltd.99.3K$2.9M+81.5K (+457.9%)Added
12VANGUARD FIDUCIARY TRUST CO64.1K$1.9MNew
13Vanguard Global Advisers, LLC51.3K$1.5MNew
14Assenagon Asset Management S.A.41.6K$1.2M-40.8K (-49.5%)Trimmed
15Invesco Ltd.40.5K$1.2M-7.6K (-15.8%)Trimmed
16MUFG Securities EMEA plc37.8K$1.1M-112.2K (-74.8%)Trimmed
17Bank of New York Mellon Corp36.0K$1.0M-527 (-1.4%)Trimmed
18SummerHaven Investment Management, LLC31.0K$897.3K-4.2K (-12.0%)Trimmed
19Nuveen, LLC24.1K$698.9K-3.4K (-12.3%)Trimmed
20STRS OHIO21.6K$626.2K+7.9K (+57.7%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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