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Genesco Rallies on Holiday Sales Strength and Higher FY26 View
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Key Takeaways
Genesco reported a 9% rise in comparable sales for Q4-to-date ended Dec. 27, 2025.
Journeys Group drove growth with a 12% sales jump; Schuh gained 6%, and Johnston & Murphy rose 1%.
GCO raised FY26 EPS view to at least $1.30, up from prior $0.95, after strong holiday season results.
Shares of Genesco Inc. (GCO - Free Report) jumped 8.1% during yesterday’s trading session, following an impressive holiday season performance. This footwear, apparel and accessories retailer reported a solid 9% increase in comparable sales for the fourth-quarter-to-date period ended Dec. 27, 2025. This growth includes physical stores and e-commerce channels, reflecting a solid performance across its portfolio.
Same-store sales rose 10%, while comparable e-commerce sales jumped 9%, signaling the strength of the company's omnichannel strategy. Breaking down the numbers, the Journeys Group led the charge with a 12% year-over-year increase in comparable sales. The Schuh Group reported modest growth of 6%, while the Johnston & Murphy Group saw a marginal increase of 1%.
Holiday Season Drives GCO’s Sales Momentum
The holiday season proved to be a boon for Genesco, driven by strong consumer demand and effective operational execution. Mimi Vaughn, the company’s CEO, highlighted that Journeys Group stood out with a double-digit increase in comparable sales, building on the significant growth achieved in the prior-year period. This success was attributed to a well-curated product mix that encouraged customers to buy at full price during the peak December shopping period.
Meanwhile, Schuh Group's results exceeded top-line expectations, though this growth was largely driven by heavy markdowns. The company utilized these discounts to stay competitive in a highly promotional U.K. footwear market and to keep inventory lean heading into the new year.
Genesco Raises Fiscal 2026 Earnings View
Buoyed by stellar holiday season results, Genesco now forecasts fiscal 2026 adjusted earnings of at least $1.30 per share, a significant jump from its previous guidance of 95 cents a share. This revised outlook, though slightly tempered by margin compression at Schuh Group during the remainder of the fourth quarter, represents a substantial year-over-year increase from the 94 cents earned in fiscal 2025.
To navigate increasingly volatile consumer behavior and demand spikes around peak shopping periods, management is prioritizing operational discipline and rigorous cost controls to close out the year.
Image Source: Zacks Investment Research
Shares of this Zacks Rank #5 (Strong Sell) company have declined 21.7% in the past three months against the industry’s rise of 4.1%.
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The Zacks Consensus Estimate for American Eagle Outfitters’ current financial-year sales calls for growth of 2.4% from the year-ago reported numbers.
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The Zacks Consensus Estimate for Gap’s current financial-year sales implies growth of 1.8% from the year-ago reported numbers.
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Genesco Rallies on Holiday Sales Strength and Higher FY26 View
Key Takeaways
Shares of Genesco Inc. (GCO - Free Report) jumped 8.1% during yesterday’s trading session, following an impressive holiday season performance. This footwear, apparel and accessories retailer reported a solid 9% increase in comparable sales for the fourth-quarter-to-date period ended Dec. 27, 2025. This growth includes physical stores and e-commerce channels, reflecting a solid performance across its portfolio.
Same-store sales rose 10%, while comparable e-commerce sales jumped 9%, signaling the strength of the company's omnichannel strategy. Breaking down the numbers, the Journeys Group led the charge with a 12% year-over-year increase in comparable sales. The Schuh Group reported modest growth of 6%, while the Johnston & Murphy Group saw a marginal increase of 1%.
Holiday Season Drives GCO’s Sales Momentum
The holiday season proved to be a boon for Genesco, driven by strong consumer demand and effective operational execution. Mimi Vaughn, the company’s CEO, highlighted that Journeys Group stood out with a double-digit increase in comparable sales, building on the significant growth achieved in the prior-year period. This success was attributed to a well-curated product mix that encouraged customers to buy at full price during the peak December shopping period.
Meanwhile, Schuh Group's results exceeded top-line expectations, though this growth was largely driven by heavy markdowns. The company utilized these discounts to stay competitive in a highly promotional U.K. footwear market and to keep inventory lean heading into the new year.
Genesco Raises Fiscal 2026 Earnings View
Buoyed by stellar holiday season results, Genesco now forecasts fiscal 2026 adjusted earnings of at least $1.30 per share, a significant jump from its previous guidance of 95 cents a share. This revised outlook, though slightly tempered by margin compression at Schuh Group during the remainder of the fourth quarter, represents a substantial year-over-year increase from the 94 cents earned in fiscal 2025.
To navigate increasingly volatile consumer behavior and demand spikes around peak shopping periods, management is prioritizing operational discipline and rigorous cost controls to close out the year.
Image Source: Zacks Investment Research
Shares of this Zacks Rank #5 (Strong Sell) company have declined 21.7% in the past three months against the industry’s rise of 4.1%.
Picks You Can’t Miss Out On
American Eagle Outfitters, Inc. (AEO - Free Report) , a leading global specialty retailer with a portfolio of apparel brands, including American Eagle and Aerie, currently sports a Zacks Rank #1 (Strong Buy). AEO has a trailing four-quarter earnings surprise of 35.1%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for American Eagle Outfitters’ current financial-year sales calls for growth of 2.4% from the year-ago reported numbers.
The Gap, Inc. (GAP - Free Report) , one of the largest specialty apparel companies, currently sports a Zacks Rank #1. GAP has a trailing four-quarter earnings surprise of 19.1%, on average.
The Zacks Consensus Estimate for Gap’s current financial-year sales implies growth of 1.8% from the year-ago reported numbers.
Victoria's Secret & Co. (VSCO - Free Report) , a specialty apparel retailer focused on lingerie, intimates and related categories, currently sports a Zacks Rank #1. VSCO has a trailing four-quarter earnings surprise of 55.5%, on average.
The Zacks Consensus Estimate for Victoria's Secret’s current financial-year sales suggests growth of 4.2% from the year-ago reported numbers.