Genesco Inc. (GCO) AI Stock Analysis

Genesco Inc. retails and wholesales footwear, apparel, and accessories across four primary segments: Journeys Group, Schuh Group, Johnston & Murphy Group, and Licensed Brands. The Journeys Group operates Journeys, Journeys Kidz, and Little Burgundy retail stores, catering to young men, women, and children alongside e-commerce and catalog channels. The Schuh Group operates retail footwear shops in the UK and Ireland, offering casual and athletic shoes. The Johnston & Murphy Group sells men's and women's footwear, clothing, and accessories via retail, wholesale, and digital channels. The Licensed Brands segment markets footwear under names including Levi's, Dockers, and G.H. Bass, and designs footwear for STARTER and ETONIC.

Over the five-year period from FY2021 to FY2026, Genesco achieved a revenue compound annual growth rate of 6.4%. In FY2026, revenue reached $2.44B, up 4.8% from $2.33B in FY2025, while gross margin narrowed to 46.3% from 47.2%. The company recorded FY2026 net income of $13.3M with an operating margin of 1.0%, reversing losses of -$16.8M in FY2024 and -$18.9M in FY2025. Over the trailing twelve months, revenue stands at $2.43B with a net profit margin of 1.7% and an operating margin of -3.1%. For the latest quarter ended July 31, 2026, quarterly revenue fell 3.0% year-over-year, while quarterly earnings grew 41.6%.

As of July 31, 2026, Genesco held $57.1M in cash and short-term investments alongside total debt of $583.9M, leaving net debt at $526.8M. Total assets were $1.50B and shareholders' equity was $557.0M, resulting in a debt-to-equity ratio of 1.05 and a current ratio of 1.58. In FY2026, the company generated operating cash flow of $145.8M and free cash flow of $83.7M. Genesco deployed $62.1M toward capital expenditures and $12.6M into share buybacks, contributing to a 28.3% reduction in its share count over five years.

At $37.10, Genesco has a market capitalization of $401.4M and an enterprise value of $907.2M. The stock trades at a trailing P/E of 9.6x and an EV-to-EBITDA of 9.1x, below the median of its US-listed Consumer Cyclical peers, which carry a trailing P/E of 18.0x and EV-to-EBITDA of 11.1x. Its price-to-sales ratio is 0.2x against the peer median of 0.7x, while its forward P/E of 14.6x compares to the peer median of 14.1x. Over the past year, GCO gained 28.2%, outperforming the S&P 500 (SPY) return of 16.8%, but its five-year return of -37.9% trails the S&P 500 return of 83.0%.

Wall Street coverage includes 1 Strong Buy and 3 Hold ratings, with no Buy, Sell, or Strong Sell ratings. The mean price target is $39.67, representing a 6.9% premium over the last close of $37.10. For the fiscal year ending January 31, 2027, consensus estimates project revenue of $2.38B and EPS of $2.36, representing 62.9% EPS growth. Four analysts project FY2028 revenue of $2.44B and EPS of $2.95. Genesco exceeded EPS expectations in 3 of the last 4 quarters, and its next earnings release is scheduled for December 3, 2026.

This page is an AI-written research summary of Genesco Inc. (GCO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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