NYSE$GCO

Genesco Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Genesco's financial performance exceeded expectations, driven by Journeys, and the fiscal 2025 EPS outlook was reaffirmed.

Genesco Inc. reported a total net sales increase to $525 million, with comparable sales decreasing by 2%. E-commerce sales represented 22% of retail sales. GAAP EPS was ($0.91), and Non-GAAP EPS was ($0.83).

  • Total net sales increased to $525 million; comparable sales decreased 2%.
  • Comparable e-commerce sales increased 8%; comparable store sales decreased 4%.
  • E-commerce sales represented 22% of retail sales compared to 21% last year.
  • GAAP EPS was ($0.91) and Non-GAAP EPS was ($0.83).

Headline financials

Total Revenue

$525M

Previous: $523M+0.4%
EPS

-$0.91

Previous: -$0.85-7.1%
Gross Margin

46.8%

Previous: 47.7%-1.9%
Operating Margin

-2.0%

No prior period
Capital Expenditures

-$14.3M

Previous: -$35.3M+59.6%
Free Cash Flow

-$24.3M

Previous: -$67M+63.8%
Net Income

-$9.99M

Previous: -$31.7M+68.4%
Operating Income

-$10.3M

Previous: -$38.6M+73.4%
Gross Profit

$246M

Previous: $250M-1.6%
Cash & Equivalents

$45.9M

Previous: $37.4M+22.6%
Total Assets

$1.38B

Previous: $1.49B-7.4%
Stock-Based Comp

$3.45M

Previous: $4.15M-16.9%

Revenue & EPS history

Genesco · Revenue · Quarterly

$525M

Q2 2025+0.4%vs Q2 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Genesco · $549M total across 3 segments · Q3 2024

  • Journeys Group
    $349M-8.2%
  • Schuh Group
    $118M+12.7%
  • Johnston & Murphy Group
    $81.4M+2.3%

Forward guidance

Genesco expects total sales to decrease 1% to 2% compared to Fiscal 2024, or flat to down 1% excluding the 53rd week in Fiscal 2024 versus prior expectations for a total sales decrease of 2% to 3%, or down 1% to 2% excluding the 53rd week in Fiscal 2024. Continues to expect adjusted diluted earnings per share from continuing operations in the range of $0.60 to $1.00.

Tailwinds

  • Total sales decrease 1% to 2% compared to Fiscal 2024
  • Sales flat to down 1% excluding the 53rd week in Fiscal 2024
  • Adjusted diluted earnings per share from continuing operations in the range of $0.60 to $1.00
  • Cost savings program remains on track to achieve a reduction in the annualized run rate of $45 to $50 million by the end of Fiscal 2025

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 Q2 2025

Historical avgQ2 2025

-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

Earnings price reactions
QuarterReport dateReaction (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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro