Added to YB: 2026-07-16
Pitch date: 2026-07-14
GCO [neutral]
Genesco Inc.
+2.62%
current return
Author Info
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Company Info
Genesco Inc. operates as a retailer and wholesaler of footwear, apparel, and accessories. The company operates through four segments: Journeys Group, Schuh Group, Johnston & Murphy Group, and Genesco Brands Group.
Market Cap
$382.3M
Pitch Price
$34.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.47
P/E
18.56
EV/Sales
0.38
Sector
Specialty Retail
Category
special_situation
$GCO: the proxy fight comes to a vote July 21 — and the board just swept the advisory firms
GCO (overview): $379M net-cash mall footwear retailer (Journeys, Schuh, J&M), 7 straight quarters comp growth, ~15x raised FY27 EPS $2.00-2.40. Proxy fight July 21: Radoff-Jumana 9.1% group seeks 2 seats + 1M-share Dutch tender, but ISS/Glass Lewis/Egan-Jones back board. Risks: teen retail cyclicality, Schuh negative comps, stock already ran. Catalysts: new CFO Aug 3, Q2 Aug 27.
Read full article (3 min)