Genesco (GCO)
Runs mall and online footwear retail across four brand groups in North America, the UK, Ireland.
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Sells footwear and accessories through mall-based and online stores under four brand groups — Journeys, Schuh, Johnston & Murphy, and a licensed-wholesale label business — spanning the United States, Canada, the United Kingdom, and Ireland, with sales concentrated in Journeys' youth-oriented sneaker and streetwear assortment.
Runs a mall-and-e-commerce footwear retail business built around four brand groups: Journeys, a youth-culture sneaker and streetwear chain; Schuh; Johnston & Murphy, premium men's footwear; and a licensed-wholesale unit.
Journeys, Johnston & Murphy, and the Little Burgundy chain concentrate in the United States, Puerto Rico, and Canada; Schuh covers the United Kingdom and Ireland; wholesale licenses reach outside retailers more broadly.
Journeys' results track teen and young-adult sneaker and streetwear cycles, and stores still lean on mall traffic even as online sales grow. The wholesale license book turns over regularly: a new multi-year Dockers agreement and a Wrangler license replace an exiting Levi's license.
A contested board election is set for 2026, with the Radoff-Jumana investor group seeking two director seats against the incumbent slate.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 29, 2026 | Truist Financial | Target | Target: $32 | Target: $40 |
| May 27, 2026 | Seaport Global | Downgrade | ||
| Mar 9, 2026 | Truist Financial | Target | Target: $38 | Target: $32 |
| Jan 14, 2026 | Truist Financial | Target | Target: $27 | Target: $38 |
| Jan 13, 2026 | Seaport Global | Target | Target: $38 | Target: $43 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $57.1M · Total debt $583.9M · Total assets $1.50B · Shareholders' equity $557.0M
- Revenue
- $529.9M
- Operating income
- −$9.2M
- Net income
- $3.5M
No dividends on record.
| Institutions | ≈ 88.55% | 9.84M shares | |
|---|---|---|---|
| 151 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 9.83% | 1.09M shares | |
| 17 holders · as of Sep 22, 2026 | |||
| Other | ≈ 1.62% | 179.1K shares | |
| remainder | |||
11.11M company shares as of Sep 1, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Pzena Investment Management LLCInstitution | 9.89% | 1.10M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.19% | 909,991 | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.93% | 658,734 | as of Jun 30, 2026 |
Fund 1 Investments, LLCInstitution | 5.49% | 609,963 | as of Jun 30, 2026 |
Acadian Asset Management LLCInstitution | 4.08% | 453,119 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 21, 2026 | Jonathan M. Collins | officer: SVP Finance and CFO | +295 | $33.84 |
| Jul 9, 2026 | Gregory A. Sandfort | director | +2,958 | $33.80 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Genesco | $35.27 | +0.66% | $373.5M | 8.8 | 11.2 | 0.2 | −3.0% |
| DICK'S Sporting Goods | $133.58 | −0.30% | $10.56B | 13.3 | 11.1 | 0.5 | +53.2% |
| Designer Brands | $6.39 | −0.16% | $315.8M | 22.2 | 12.7 | 0.1 | −1.2% |
| Wolverine Worldwide | $19.87 | 0.00% | $1.60B | 15.0 | 11.3 | 0.8 | +6.8% |
| Steve Madden | $44.45 | +0.02% | $3.13B | 21.4 | 18.5 | 1.1 | +18.6% |
| Shoe Station Group | $15.61 | +0.45% | $423.8M | 17.7 | 9.6 | 0.4 | −2.5% |
| Zumiez | $14.48 | −0.07% | $233.8M | 19.2 | 45.3 | 0.3 | −2.5% |
| Boot Barn | $129.28 | +0.02% | $3.77B | 15.7 | 14.3 | 1.6 | +17.8% |
| Median | 17.7 | 12.7 | 0.5 | +6.8% |