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Feb 01
Genesco Q4 2025 Earnings Report
Genesco reported higher Q4 2025 net sales and improved profitability, with strong growth in comparable store and e-commerce sales.
Key Takeaways
Genesco Inc. reported Q4 FY25 net sales of $746 million, a 1% increase despite an unfavorable 53-week calendar shift. Comparable sales grew by 10%, led by a 14% increase at Journeys. Operating income increased by 24% to $46.1 million, while GAAP EPS rose to $3.06 from $1.84 last year. Non-GAAP EPS improved to $3.26, reflecting stronger margins and cost efficiencies.
Q4 2025 revenue was $746 million, up 1% despite a 53-week calendar shift.
Comparable sales rose 10%, with e-commerce up 18% and store sales up 6%.
Operating income increased 24% year-over-year to $46.1 million.
Non-GAAP EPS grew 26% to $3.26, driven by improved margins and lower expenses.
Genesco
Genesco
Genesco Revenue by Segment
Revenue by Segment
Journeys Group Revenue
CapyFin.comSchuh Group Revenue
CapyFin.comJohnston & Murphy Group Revenue
CapyFin.com Forward Guidance
Genesco expects flat to 1% revenue growth in FY26, with continued focus on cost efficiency and digital expansion. Adjusted diluted EPS is projected between $1.30 and $1.70.
Positive Outlook
- Journeys' growth strategy is expected to drive further sales momentum.
- E-commerce strength continues with further digital investments planned.
- Cost savings program achieved the higher end of its $45M-$50M target range.
- Retail fleet optimization is expected to improve store productivity.
- Improved profitability expected as margin initiatives take effect.
Challenges Ahead
- Foreign exchange headwinds expected to impact revenue by $14 million.
- Store closures could reduce total sales by approximately $30 million.
- Higher performance-based incentive costs may increase expenses.
- Potential market volatility could affect discretionary spending patterns.
- Some sales softness expected at Schuh and Johnston & Murphy segments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income