Loading…

Genesco Inc.GCOCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Apparel/Footwear Retail
Momentum neutral 51
Mkt cap
$390M
US dollars, full cap
Free float
86%
of shares outstanding
$/day
$4.55M
20-day average traded
Fwd P/E
11.6×
forward earnings
ROIC−WACC
-6.5 pp
WACC 8.8%
Hurdle
+8 pp
Req g minus delivered
Next earnings
28 days
4 Dec 2026
Close · USD$36.07
1D-2.4%
1W-4.2%
1M-2.2%
3M-4.3%
6M+3.4%
YTD+45.6%
1Y+17.3%
ATR %4.6%
Beta1.31
52w lowhigh17.3% off high

What Genesco does

Employees: 16,000

Genesco at a glance

Size Genesco (GCO) is a United States Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $390M, the 2877th largest of 3,117 United States companies the cockpit tracks. Shares closed at $36.07 on 6 Nov 2026.

Performance Over six months the shares gained 3.4%, against -6.0% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 20 in its peer set.

Growth Revenue grew 3.0% over the last twelve months (peer median +5.6%); the operating margin is 1.4% (peer median 3.5%).

Valuation It trades at 11.6× forward earnings against a peer median of 12.8× (6th cheapest of 15).

Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 6.5 points below its cost of capital (8.8% WACC).

Short interest Short interest is 11.6% of the free float (15 Oct 2026).

Next results Next results expected around 4 Dec 2026 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026GCO 110Peer median 98
Six months, rebased to 100: Genesco against the median of its 20 peers (local-currency closes).

Genesco financials

Reported figures in USD; fiscal year ends 2026-01-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$2.43B$2.44B$2.33B$2.32B$2.38B
Revenue growth—+5%0%-3%—
Gross profit$1.13B$1.13B$1.10B$1.10B$1.14B
EBITDA$85.7M$78.7M$69.6M$66.2M$137M
Net income$41.6M$13.3M-$18.9M-$16.8M$71.9M
Free cash flow$73.8M$83.7M$46.8M$34.5M-$225M
Capital expenditure$60.2M$62.1M$41.1M$60.3M$59.9M
Total debt$584M$524M$488M$526M$586M

Quarterly statements and history in the cockpit →

Genesco competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-20%0%SHOECTRNSMCPUNI7606002762CALSFIX3709LINDEXJILL002356DBISTYLEBAAZAARVINDFASNABFRL8281DEBSRVRCGCO6-month return →1-month return →
Up and to the right = strong over both horizons. Genesco is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×20×30×SHOECTRNSMCPUNI7606CALJILLSTYLEBAAZAARVINDFASNDEBSGCORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Genesco is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%0%25%50%SHOECTRNSMCPUNI7606CALSFIX3709DBIARVINDFASNRVRCGCOGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Genesco is the large dot.

Genesco competitors and peer comparison

How Genesco compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Genesco against its 20 peers (data as of 6 Nov 2026)
MeasureGCOPeer medianRank in peer set
1-month return-2.2%+0.8%9th lowest of 21
6-month return+3.4%-6.0%6th highest of 20
Distance from 52-week high-17.3%-26.5%9th highest of 21
Revenue growth (TTM)+3.0%+5.6%9th lowest of 21
Operating margin1.4%3.5%8th lowest of 20
Forward P/E11.6×12.8×6th cheapest of 15
Growth the price implies (Req g, 7 yrs)14.5%1.3%3rd most demanding of 15
Growth delivered (Del g)+6.4%+5.4%6th highest of 15
Hurdle (Req g minus delivered)+8.1 pp-8.6 pp3rd most demanding of 15
ROIC minus cost of capital-6.5 pp-2.3 pp7th lowest of 20
Net debt / EBITDA6.2×2.8×5th most indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Genesco GCOUnited States$390M+3%+3%1%11.6×14.5%+6.4%
Shoe Station SHOEUnited States$395M-19%-4%3%13.2×8.0%+3.1%
Citi Trends CTRNUnited States$375M-3%+11%1%22.1×49.7%+0.9%
Smcp SMCP.PAFrance$368M-17%-1%9%6.3×-6.7%+6.9%
Purple Style Labs PERNIASPOP.NSIndia$417Mn/a+14%-14%n/an/an/a
Universal Store UNI.AXAustralia$425M+24%+13%17%14.1×4.0%+12.3%
United Arrows 7606.TJapan$426M-1%+8%6%10.1×-10.9%+6.2%
Jinfa Labi Maternity & Baby Articles 002762.SZChina$429M-4%+12%-14%n/an/an/a
Caleres CALUnited States$438M-6%+7%4%6.6×0.4%+5.4%
Stitch Fix SFIXUnited States$346M-23%+6%-2%n/a10.2%-8.5%
EEKA Fashion 3709.HKHong Kong$442M-20%-4%8%6.8×-19.3%+2.6%
Lindex LINDEX.HEFinland$456M+16%+4%7%12.4×-7.2%+3.8%
J.Jill JILLUnited States$333M+70%-2%8%10.3×-5.4%+6.9%
Shenzhen Pengfei Green Energy Development 002356.SZChina$458M-29%-23%n/an/an/an/a
Designer Brands DBIUnited States$329M-8%-1%3%12.5×2.3%+5.3%
Baazar Style Retail STYLEBAAZA.NSIndia$314M-6%+35%5%33.4×n/an/a
Arvind Fashions ARVINDFASN.NSIndia$486M-25%+13%8%26.8×16.6%+22.5%
Aditya Birla Fashion and Retail ABFRL.NSIndia$503M-42%-27%-8%n/an/an/a
XEBIO 8281.TJapan$298M+7%+3%1%n/a-4.4%+4.5%
boohoo DEBS.LUnited Kingdom$526M+46%+120%0%29.6×n/an/a
RVRC RVRC.STSweden$596M-1%+5%21%14.4×7.6%+17.6%

Questions

Which companies are Genesco's closest peers?
The cockpit's peer set: Shoe Station (SHOE), Citi Trends (CTRN), Smcp (SMCP.PA), Purple Style Labs (PERNIASPOP.NS), Universal Store (UNI.AX), United Arrows (7606.T), Jinfa Labi Maternity & Baby Articles (002762.SZ), Caleres (CAL).
Is Genesco expensive compared with its peers?
On forward p/e it trades at 11.6× against a peer median of 12.8×, 6th cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Genesco stock performed?
Over six months to 6 Nov 2026 the shares returned +3.4% against -6.0% for the median peer; over one year +17.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.