Genesco, Inc. (GCO)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-14
$34.97-0.43%
Close 2026-09-14 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-14
Research Workspace
Put GCO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel Retail is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Journeys revenue grows to $799.9M by 2026-Q4: Q2 rev $530.0M vs target $799.9M; YoY -3.0%.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 28% growth a year, above the roughly 0% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 39% in its worst 12-month stretch.
View RiskGCO's growth depends on improving profitability at Journeys to justify its price. Revenue declined 3% year over year, but the latest quarter beat expectations. GCO trades at 23× P/E versus a 14× peer median, indicating the market prices in more growth than forecast. The primary risk is that Journeys revenue may not meet its target of $799.9 million for Q4 2026, as it is currently projected at $530 million. Peer multiples imply a price about 27% below where it trades (it looks expensive on this basis). This read is provisional; the thesis is on watch.
Trailing returns as of 2026-09-14. GCO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering GCO (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare GCO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| GCO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put GCO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase profitability at Journeys
Smaller sales leading to bigger profits supports profitability growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Threatens: Increase profitability at Journeys
Store closures may hinder profitability growth at Journeys.
Threatens: Increase profitability at Journeys
Store closures may hinder profitability growth at Journeys.
Advances: Raise full-year adjusted EPS outlook to $2.00 to $2.40
Raising profit target aligns with EPS outlook objective.
Advances: Improve gross margins at Schuh
Margin gains support Schuh's gross margin improvement objective.
Advances: Raise full-year adjusted EPS outlook to $2.00 to $2.40
Earnings call highlights strategic progress and improved outlook.
Advances: Raise full-year adjusted EPS outlook to $2.00 to $2.40
Raises EPS outlook, aligning with growth objectives.
Advances: Increase profitability at Journeys
Q2 earnings beat indicates strong performance at Journeys.
