GENESCO INC
GCO · Retail-Shoe Stores · 11.1M shares · -8%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $18M (gross $32M, SBC $14M)
Reference price $23.26 · est. market cap ~$258M — last insider sale, 2025-06-05 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C57Footwear retailer with razor-thin margins, near-zero returns and a sharp earnings decline despite mid-pack sector ranks.
Strengths
- Very low leverage: debt/equity 0.006 (17th pct); positive FCF (66th pct)
- Comparable sales +6% with Journeys strength; gross margin 46% (58th pct)
Risks
- Operating margin 0.7% and ROE 2.3% (45th pct) — near-zero returns
- Net income growth -170% (9th pct), weak quick ratio 0.49 (15th pct), tariff/discretionary demand exposure
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $105M cash & investments
- Buying back stockNet buyback — share count -8%/yr over 4y
- Notable holderHeld by 5 notable fund(s): CITADEL ADVISORS LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- Revenue declineRevenue -21.0% YoY
- New fund positionNotable fund(s) opened this quarter: RENAISSANCE TECHNOLOGIES LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
46.3%
Operating margin
0.7%
Net margin
0.5%
Return on equity
2.3%
Return on assets
1.0%
ROIC
2.4%
Revenue growth (QoQ)
-21.0%
Debt / equity
0.0×
Net debt / EBITDA
-1.4×
Current ratio
1.6×
Free cash flow
$84M
EBITDA
$71M
Tangible book value
$530M
Cash & investments
$105M
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-02 | Gray Andrew | Tax withheld | 2.1K | $28.39 |
| 2026-04-02 | Ewoldsen Daniel E | Grant | 7.7K | — |
| 2026-04-02 | Desai Parag | Tax withheld | 2.2K | $28.39 |
| 2026-04-02 | Becker Scott E | Tax withheld | 1.9K | $28.39 |
| 2026-04-02 | VAUGHN MIMI ECKEL | Tax withheld | 23K | $28.39 |
| 2026-04-02 | Becker Scott E | Grant | 9.9K | — |
| 2026-04-02 | VAUGHN MIMI ECKEL | Grant | 75K | — |
| 2026-04-02 | Gray Andrew | Grant | 376 | — |
| 2026-04-02 | Ewoldsen Daniel E | Tax withheld | 1.5K | $28.39 |
| 2026-02-05 | Gray Andrew | Grant | 35K | — |
| 2026-02-01 | Becker Scott E | Tax withheld | 1.1K | $28.93 |
| 2026-02-01 | Desai Parag | Tax withheld | 1.2K | $28.93 |
| 2026-02-01 | Gray Andrew | Tax withheld | 3.9K | $28.93 |
| 2026-02-01 | VAUGHN MIMI ECKEL | Tax withheld | 6.2K | $28.93 |
| 2026-01-12 | Gray Andrew | Tax withheld | 2.1K | $32.43 |
| 2025-10-01 | HARRIS CASSANDRA | Tax withheld | 1.3K | $29.83 |
| 2025-06-27 | Becker Scott E | Tax withheld | 1.1K | $20.75 |
| 2025-06-27 | VAUGHN MIMI ECKEL | Tax withheld | 8.6K | $20.75 |
| 2025-06-27 | Desai Parag | Tax withheld | 1.2K | $20.75 |
| 2025-06-27 | Ewoldsen Daniel E | Tax withheld | 737 | $20.75 |
| 2025-06-26 | SANDFORT GREGORY A | Grant | 5.4K | — |
| 2025-06-26 | Bojanowski Carolyn | Grant | 5.4K | — |
| 2025-06-26 | Lambros John F | Grant | 5.4K | — |
| 2025-06-26 | MARTINEZ ANGEL R | Grant | 5.4K | — |
| 2025-06-26 | Meixelsperger Mary E | Grant | 5.4K | — |
| 2025-06-26 | MARSHALL THURGOOD JR | Grant | 5.4K | — |
| 2025-06-26 | Barsh Joanna | Grant | 5.4K | — |
| 2025-06-26 | Bilunas Matthew M | Grant | 5.4K | — |
| 2025-06-05 | Fund 1 Investments, LLC | Sell | 25K | $23.26 |
| 2025-04-04 | Gray Andrew | Grant | 499 | — |
| 2025-04-04 | Ewoldsen Daniel E | Grant | 6.8K | — |
| 2025-04-04 | Ewoldsen Daniel E | Tax withheld | 1.2K | $18.00 |
| 2025-04-04 | HARRIS CASSANDRA | Grant | 15K | — |
| 2025-04-04 | VAUGHN MIMI ECKEL | Grant | 65K | — |
| 2025-04-04 | VAUGHN MIMI ECKEL | Tax withheld | 11K | $18.00 |
| 2025-04-04 | Desai Parag | Grant | 9.6K | — |
| 2025-04-04 | Desai Parag | Tax withheld | 1.4K | $18.00 |
| 2025-04-04 | Becker Scott E | Grant | 8.6K | — |
| 2025-04-04 | Becker Scott E | Tax withheld | 1.2K | $18.00 |
| 2025-03-28 | Fund 1 Investments, LLC | Sell | 12K | $20.73 |
| 2025-03-20 | SANDFORT GREGORY A | Buy | 11K | $22.92 |
| 2025-01-10 | Gray Andrew | Tax withheld | 2.0K | $41.32 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-29 | ResultsExhibits | filing ↗ |
| 2026-05-05 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-04-08 | Material agreementExec/director changeExhibits | filing ↗ |
| 2026-03-27 | Exec/director change | filing ↗ |
| 2026-03-06 | ResultsExhibits | filing ↗ |
| 2026-01-29 | Exec/director changeExhibits | filing ↗ |
| 2026-01-21 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-01-12 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-06-11 | 2026-05-02 | 0001193125-26-266889 ↗ |
| 10-K/A | 2026-06-01 | 2026-01-31 | 0001193125-26-251478 ↗ |
| 8-K | 2026-05-29 | 2026-05-29 | 0001193125-26-246280 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001193125-26-206565 ↗ |
| 8-K | 2026-04-08 | 2026-04-08 | 0001193125-26-147591 ↗ |
| 8-K | 2026-03-27 | 2026-03-27 | 0001193125-26-128945 ↗ |
| 10-K | 2026-03-25 | 2026-01-31 | 0001193125-26-123492 ↗ |
| 8-K | 2026-03-06 | 2026-03-06 | 0001193125-26-094963 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0001193125-26-029634 ↗ |
| 8-K | 2026-01-21 | 2026-01-21 | 0001193125-26-018112 ↗ |
| 8-K | 2026-01-12 | 2026-01-12 | 0001193125-26-009919 ↗ |
| 10-Q | 2025-12-11 | 2025-11-01 | 0001193125-25-315336 ↗ |