NYSE$GCO
Genesco Inc · Q1 2026 earnings
Q1 2026 earnings · · Before market open · Investor relations
Briefing
Genesco posted better-than-expected Q1 results with improved top and bottom-line performance.
Genesco beat expectations in Q1 FY26, achieving revenue growth of 4% driven by strong comp sales at Journeys. Despite a net loss, adjusted profitability improved versus the prior year, and the company reiterated its full-year guidance.
- Revenue increased 4% YoY to $473,973,000, led by 8% comp growth in Journeys.
- GAAP EPS was ($2.02), with adjusted EPS at ($2.05), showing YoY improvement.
- Net loss narrowed to $21,212,000 from $24,288,000 in Q1 FY25.
- E-commerce represented 23% of retail sales, with 7% comp growth online.
Headline financials
Revenue & EPS history
Genesco · Revenue · Quarterly
$474M
Revenue by segment
Genesco · $549M total across 3 segments · Q3 2024
- Journeys Group$349M-8.2%63.6%
- Schuh Group$118M+12.7%21.5%
- Johnston & Murphy Group$81.4M+2.3%14.8%
Forward guidance
Genesco maintained its full-year adjusted EPS guidance of $1.30 to $1.70, factoring in current tariff impacts and modest top-line growth expectations.
Tailwinds
- Full-year adjusted EPS guidance reiterated at $1.30 to $1.70.
- Comparable sales guidance narrowed upward to 2–3%.
- Foreign exchange now expected to have a favorable impact.
- Strong positioning to mitigate tariff impact due to diversified sourcing.
- Investments planned in product, marketing, and stores to support growth.
Headwinds
- Tariff-related uncertainties remain a risk to margins.
- Consumer environment described as 'choppy' and increasingly uncertain.
- Gross margin declined 60 basis points YoY.
- Inventory levels increased 15% YoY, raising potential risk.
- No further share repurchases assumed in the guidance.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
-2.8%
Avg return
Earnings day
-6.1%
Avg return
5 days after
-5.5%
Avg return
30 days after
40%
26 / 65 earnings
Positive
+38.1%
Q3 2020
Best reaction
-35.5%
Q1 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +1.6% | -1.2% | +8.8% | |
| Q3 2026 | -30.6% | -33.6% | -29.8% | |
| Q2 2026 | -6.7% | -2.7% | -8.3% | |
| Q1 2026 | +0.2% | +1.6% | -0.4% | |
| Q4 2025 | -16.3% | -34.5% | -44.4% | |
| Q3 2025 | +11.4% | +17.6% | +14.1% | |
| Q2 2025 | -12.6% | -16.9% | -4.4% | |
| Q1 2025 | +7.6% | +2.7% | -5.3% | |
| Q4 2024 | -13.5% | -10.3% | -10.3% | |
| Q3 2024 | -12.8% | -21.1% | -5.8% | |
| Q2 2024 | +15.1% | +7.0% | +5.7% | |
| Q1 2024 | -35.5% | -38.3% | -19.6% | |
| Q4 2023 | -12.4% | -23.6% | -24.3% | |
| Q3 2023 | -9.7% | -5.1% | -4.9% | |
| Q2 2023 | -24.0% | -21.7% | -30.5% | |
| Q1 2023 | +7.6% | +2.5% | +3.1% | |
| Q4 2022 | +7.8% | +6.6% | +2.5% | |
| Q3 2022 | -0.2% | +1.5% | +0.6% | |
| Q2 2022 | -9.2% | -11.5% | -4.8% | |
| Q1 2022 | -5.7% | -0.4% | +9.1% | |
| Q4 2021 | -1.5% | -8.6% | -4.3% | |
| Q3 2021 | +1.7% | +7.1% | -2.1% | |
| Q2 2021 | -1.7% | -4.8% | +3.9% | |
| Q1 2021 | -14.9% | -21.2% | -37.4% | |
| Q4 2020 | -8.3% | -38.8% | -19.7% | |
| Q3 2020 | +38.1% | +31.9% | +28.6% | |
| Q2 2020 | +15.6% | +22.1% | +6.1% | |
| Q1 2020 | +15.0% | +7.6% | +5.0% | |
| Q4 2019 | -9.9% | -9.3% | -6.5% | |
| Q3 2019 | +2.4% | -0.4% | +10.7% | |
| Q2 2019 | +1.8% | +0.3% | -5.3% | |
| Q1 2019 | -11.3% | -8.8% | -10.7% | |
| Q4 2018 | -1.6% | -2.3% | +5.1% | |
| Q3 2018 | -11.3% | -7.7% | +4.5% | |
| Q2 2018 | -9.0% | -7.5% | +4.3% | |
| Q1 2018 | -17.5% | -16.6% | -26.2% | |
| Q4 2017 | +3.9% | +4.1% | -9.0% | |
| Q3 2017 | +10.4% | +12.1% | -1.8% | |
| Q2 2017 | -32.5% | -32.9% | -25.0% | |
| Q1 2017 | +11.1% | +9.7% | +10.4% | |
| Q4 2016 | -2.6% | — | — | |
| Q3 2016 | +10.1% | — | — | |
| Q2 2016 | +5.3% | — | — | |
| Q1 2016 | -3.7% | — | — | |
| Q4 2015 | -7.7% | — | — | |
| Q3 2015 | -11.6% | — | — | |
| Q2 2015 | -10.6% | — | — | |
| Q1 2015 | +4.1% | — | — | |
| Q4 2014 | +4.2% | — | — | |
| Q3 2014 | -2.7% | — | — | |
| Q2 2014 | -11.3% | — | — | |
| Q1 2014 | -1.8% | — | — | |
| Q4 2013 | -1.0% | — | — | |
| Q3 2013 | -10.4% | — | — | |
| Q2 2013 | -1.0% | — | — | |
| Q1 2012 | -2.2% | — | — | |
| Q1 2013 | +1.2% | — | — | |
| Q4 2012 | +6.1% | — | — | |
| Q4 2010 | +6.1% | — | — | |
| Q3 2011 | +2.4% | — | — | |
| Q3 2012 | +2.4% | — | — | |
| Q2 2012 | -1.3% | — | — | |
| Q2 2011 | -1.3% | — | — | |
| Q4 2011 | -1.3% | — | — | |
| Q1 2011 | +7.1% | — | — |
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