Genesco (GCO)

• Market cap: $346M
• 1 day: 12.90%
• 5 days: 24.44%
• 1 month: 26.25%
• 3 months: 46.98%
• 6 months: -12.64%
• Year to date: -23.17%
• 1 year: 3.25%
• 5 years: 84.34%
• 10 years: -45.67%
• Sector: Consumer Discretionary
• Industry: Apparel Retail

About: Genesco Inc. sells footwear, headwear, sports apparel, and accessories through four main segments. The Journeys Group generates the highest revenue, encompassing the Journeys, Journeys Kidz, and Little Burgundy brands, along with e-commerce and catalog sales. The Schuh Group targets teenagers and young adults aged 16 to 24, focusing on casual and athletic footwear. The Johnston & Murphy Group operates retail shops and factory stores across the United States. Finally, the Genesco Brands Group designs and sources licensed footwear for brands like Levi's, Dockers, and G.H. Bass.

Employees: 18,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2.2% more ownership

Funds ownership: 98.37% [Q1] → 100.57% (+2.2%) [Q2]

4% less funds holding

Funds holding: 119 [Q1] → 114 (-5) [Q2]

7% less capital invested

Capital invested by funds: $231M [Q1] → $213M (-$17.1M) [Q2]

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $619K

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25 22% downside
• Avg. target: $32 2% downside
• High target: $38 18% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Seaport Global Mitch Kummetz	18% upside $38	Buy Upgraded	26 Aug 2025
Truist Securities Joseph Civello	22% downside $25	Hold Maintained	5 Jun 2025