Feed / GCO

Genesco Inc.

GCO

Consumer Cyclical · 33.01 -3.9% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Genesco Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

P/E27.5xlatest annual facts
Revenue YoY+4.8%2026-01-31
Operating margin0.7%+0.1 pts YoY
Company-3.9% todayVolume comparison unavailable
Market group0 of 17 activeFinancial & Industrial Services · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • Tariff refunds and mitigation actions materially lifted gross margins in Johnston & Murphy and Genesco Brands during the six-month period.
  • Inventory grew while revenue declined, increasing inventory intensity and making working-capital conversion a current operating issue.

Invalidation: The isolated read changes if GCO's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Apparel Retail

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Tariff refunds and mitigation actions materially lifted gross margins in Johnston & Murphy and Genesco Brands during the six-month period.
  • Inventory grew while revenue declined, increasing inventory intensity and making working-capital conversion a current operating issue.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements230
Verified relationships3
Evidence supporting the case
  • Net margin changed +1.4 percentage points in the latest annual period.
  • Operating cash flow covered net income at 10.99x in the latest annual period.
  • Capital investment and capacity has repeated favorable evidence across 6 filings.
  • Credit and interest rates has repeated favorable evidence across 6 filings.
Evidence challenging the case
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Industry cycle and competition has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

33.01
6m+21.2%12m+0.0%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$2.4B+35.6%$7.92+2.1%
2023-01-28$2.4B-1.5%$5.66-12.4%
2024-02-03$2.3B-2.5%$-1.50-11.5%
2025-02-01$2.3B+0.0%$-1.74-3.6%
2026-01-31$2.4B+4.8%$1.25-2.0%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitypositive · 6 filings
“Cash used in investing activities was $1.8 million lower for the first six months of Fiscal 2027 as compared to the first six months of Fiscal 2026 reflecting decreased capital expenditures primarily related to omni-channel capabilities, partially offset by i…”
10-Q · Sep 10, 2026 ↗
Credit and interest ratesmixed · 6 filings
“Cash provided by financing activities was $44.8 million lower in the first six months of Fiscal 2027 as compared to the first six months of Fiscal 2026 primarily reflecting decreased net borrowings, partially offset by decreased share repurchases.”
10-Q · Sep 10, 2026 ↗
Foreign exchangemixed · 6 filings
“In addition, the operating loss included an unfavorable impact of $0.4 million due to changes in foreign exchange rates compared to the first six months of Fiscal 2026.”
10-Q · Sep 10, 2026 ↗
Legal and regulatory exposurenegative · 6 filings
“Environmental and Other Contingencies We are subject to certain loss contingencies related to environmental proceedings and other legal matters, including those disclosed in Item 1, Note 7, "Legal Proceedings", to our Condensed Consolidated Financial Statemen…”
10-Q · Sep 10, 2026 ↗

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

33.01-3.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GCO. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GCO. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GCO

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

LYGLloyds Banking Group plclenderMar 25, 2026 ▾

“On November 2, 2022, Schuh entered into a facility agreement (the "Facility Agreement") with Lloyds Bank PLC (“Lloyds”) for a £19.0 million revolving credit facility.”

KTBKontoor Brands, Inc.partnerJun 11, 2026 ▾

“During Fiscal 2026, we signed a multi-year licensing agreement with Kontoor Brands, Inc.”

Filing peers

RYZEVERPRSU

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GCO is currently a Follower in the organic co-movement group Financial & Industrial Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GCO; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.