Genesco's earnings call reflected strong performance in the Journeys segment, driven by improved product strategies and digital growth. However, challenges remain for Schuh in the UK and Johnston & Murphy due to market conditions and changing consumer preferences. Overall, the company raised its full-year EPS guidance, indicating a positive outlook despite some ongoing pressures.

Company Guidance

During the Genesco Q3 2025 earnings call, management provided several key metrics and guidance updates. The company reported a 3% increase in consolidated revenue to $596 million, despite a calendar shift negatively impacting sales by approximately $17 million. Total company comparable sales rose by 6%, with store sales up 4% and e-commerce sales up 15%, which contributed to digital penetration reaching 24% of retail sales. Journeys outperformed expectations with double-digit comparable sales growth, driving total comp growth of 6%. Gross margin was slightly down by 30 basis points, while SG&A expenses improved by 10 basis points to 46.1% of sales. Inventory levels were reported up by just 1% from the previous year. As a result of these strong results, the company raised its full-year EPS guidance to a range of $0.80 to $1, up from the prior range of $0.60 to $1, while also projecting full-year total sales to be flat to a decrease of 1%.

Positive Journeys Performance

Journeys' comparable sales increased by double digits, driven by improved product assortment and visual store reset, contributing to a total comp growth of 6%.

Digital Sales Growth

Digital business grew by mid-teens, with digital penetration reaching over 24% of retail sales, reflecting significant investment in digital and omnichannel capabilities.

Cost Reduction and Store Optimization

Achieved cost savings of $45-50 million on an annualized basis, contributing to better-than-expected adjusted operating income.

Raised Full-Year EPS Guidance

Full-year EPS guidance increased to $0.80 to $1, up from the prior range of $0.60 to $1, driven by positive performance in Journeys.

Strong Back-to-School and Holiday Start

Journeys achieved strong back-to-school results and positive early holiday performance, with less promotional activity needed due to strong full-price selling.

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Genesco (GCO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GCO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 06, 2025	2025 (Q4)	3.23 / -	2.59	―	―	―
Dec 06, 2024	2025 (Q3)	0.29 / 0.61	0.57	7.02% (+0.04)
Sep 06, 2024	2025 (Q2)	-1.11 / -0.83	-0.85	2.35% (+0.02)
May 31, 2024	2025 (Q1)	-2.66 / -2.10	-1.59	-32.08% (-0.51)
Mar 08, 2024	2024 (Q4)	2.97 / 2.59	3.06	-15.36% (-0.47)
Dec 01, 2023	2024 (Q3)	1.66 / 0.57	1.65	-65.45% (-1.08)
Aug 31, 2023	2024 (Q2)	-1.23 / -0.85	0.59	-244.07% (-1.44)
May 25, 2023	2024 (Q1)	-1.10 / -1.59	0.44	-461.36% (-2.03)
Mar 09, 2023	2023 (Q4)	2.96 / 3.06	3.48	-12.07% (-0.42)
Dec 02, 2022	2023 (Q3)	1.57 / 1.65	2.36	-30.08% (-0.71)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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GCO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 06, 2024	$37.41	$40.95	+9.46%
Sep 06, 2024	$29.50	$25.97	-11.97%
May 31, 2024	$27.30	$28.50	+4.40%
Mar 08, 2024	$29.27	$26.49	-9.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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