Genesco Inc
GCO
$23.85 0.21%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Apparel Retail
Q4 2025
Published: Mar 26, 2025

Earnings Highlights

  • Revenue of $745.95M up 63% year-over-year
  • EPS of $3.13 increased by 237.2% from previous year
  • Gross margin of 46.9%
  • Net income of 34.38M
  • "We were pleased to deliver a very strong finish to the year, highlighted by revenue and gross margins that exceeded our expectations and operating profit at the high end of our forecast." - Mimi Vaughn
GCO
Company GCO

Executive Summary

Genesco delivered a disciplined QQ4 2025 performance characterized by a solid revenue base, expanding gross margins, and a strong contribution from Journeys which continued to outpace the market. The quarter featured revenue of $745.95 million, up about 1% year over year, with comparable sales up 10% and Journeys comps up 14%, underscoring the continued effectiveness of the Journeys growth plan and digital acceleration. Gross margins expanded by approximately 60 basis points, supported by stronger full-price sell-through and better cost management across Journeys and the branded GBG portfolio, though Schuh faced margin pressure from the UK promotional environment. Adjusted EPS for the quarter was $3.26, up from $2.59 a year earlier, and GAAP net income was $34.38 million. Importantly, Genesco highlighted the impact of the 53rd week in the prior year and a shift of a high-volume week out of QQ4 this year, which muted total revenue growth but did not deter positive momentum in earnings.

Key Performance Indicators

Revenue
Increasing
745.95M
QoQ: 25.09% | YoY: 63.01%
Gross Profit
Increasing
349.64M
46.87% margin
QoQ: 22.57% | YoY: 61.66%
Operating Income
Increasing
46.12M
QoQ: 351.68% | YoY: 246.17%
Net Income
Increasing
34.38M
QoQ: 281.60% | YoY: 241.21%
EPS
Increasing
3.06
QoQ: 273.86% | YoY: 237.22%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 545.97 -1.79 +4.0% View
Q1 2026 473.97 -2.02 -9.8% View
Q4 2025 745.95 3.13 +63.0% View
Q3 2025 596.33 -1.76 +30.3% View
Q2 2025 525.19 -0.91 -28.9% View