Welcome to our dedicated page for Genesco SEC filings (Ticker: GCO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Genesco Inc. filings document formal disclosures for a Tennessee-based footwear retailer and brand operator. Recent Form 8-K reports cover quarterly and annual operating results, comparable sales by retail segment, GAAP and non-GAAP financial measures, and presentation materials furnished with earnings releases.
The company’s filings also record material corporate actions involving its credit agreement, including revolving credit facility terms, collateral, borrowing-base provisions, benchmark-rate changes, and covenant mechanics. Governance and compensation disclosures include executive finance and accounting transitions, principal financial and accounting officer designations, consulting arrangements, and the Genesco Inc. Short-Term Incentive Plan for eligible employees and named executive officers.
Genesco Inc. is soliciting proxies for its 2026 virtual Annual Meeting where shareholders will vote on electing nine directors, advisory approval of named executive officer compensation, approval of the Fourth Amended and Restated 2020 Equity Incentive Plan, and ratification of Deloitte & Touche LLP as auditor. The Board unanimously recommends voting FOR all four proposals on the WHITE proxy card.
The proxy statement describes a contested solicitation by Bradley L. Radoff and Jumana Capital Investments LLC, who disclosed collective ownership of approximately 7.64% (later amended to 8.06%) and intend to nominate four director candidates. The document summarizes engagement between the parties, the Board’s decision to retain its nine nominees, recent Board refreshment, governance practices, cybersecurity oversight, corporate responsibility initiatives, and certain meeting and committee activity.
Genesco Inc. filed an amended annual report to add Part III disclosures, including director biographies, executive compensation details and governance information, because it will not file a separate proxy within 120 days of fiscal year-end.
The company reports that net sales for Fiscal 2026 grew 4.8%, with comparable sales up 6%, driven by a 6% increase in same-store sales and a 4% rise in comparable e-commerce sales. Journeys’ business improved significantly, and bonus payouts under the EVA Plan reflected performance, at 51% of target for corporate named executives and 166% for the Journeys Group executive.
No performance share units from the Fiscal 2024 grant were earned over the three-year period, while Fiscal 2025 PSU grants paid out at 76.3% of target for corporate and 190.4% for Journeys, with half vesting on February 1, 2026. The filing also describes a transition from the EVA Plan to a new Short-Term Incentive Plan for Fiscal 2027, an updated clawback policy, and anti-hedging and insider trading policies. As of May 18, 2026, 11,103,175 common shares were outstanding, and the market value of non-affiliate equity was $255,000,000 based on a $23.64 share price as of August 1, 2025.
Genesco Inc. reported stronger fiscal 2027 first-quarter results, with net sales rising to $487 million, up 3% from a year ago, and total comparable sales up 2%, marking a seventh straight quarter of positive comps.
Gross margin improved to 47.0%, up 30 basis points, while GAAP operating loss narrowed to $15.4 million (from $28.1 million). GAAP EPS was ($1.42) and non-GAAP EPS was ($2.18), better than last year’s ($2.02) GAAP and ($2.05) non-GAAP losses.
Journeys and Johnston & Murphy led growth with comparable sales gains of 5% and 7%, respectively. Genesco announced a new cost savings program targeting $40 to $50 million through Fiscal 2029 and raised its full-year adjusted EPS outlook to a range of $2.00 to $2.40 from $1.90 to $2.30, while also highlighting expected tariff refunds of $23 to $25 million that are excluded from current results and guidance.
Fund 1 Investments, LLC amended a Schedule 13G/A to report beneficial ownership of 425,310 shares of Genesco Inc. common stock, equal to 3.92%. The filing cites 10,858,224 shares outstanding as of March 13, 2026 and shows shared voting and dispositive power over 425,310 shares. The amendment is signed on 05/15/2026 and states holdings are held by private investment vehicles advised by Pleasant Lake Partners LLC; the reporting person disclaims beneficial ownership except for pecuniary interest.
GENESCO INC executive Marie Randolph Ashley, the company’s VP and Chief Accounting Officer, filed an initial ownership report on Form 3. The filing shows she directly holds 7,879 shares of Genesco common stock. This is a disclosure of existing holdings, not a new buy or sell transaction.
Genesco Inc. has appointed longtime finance executive Ashley Randolph as Chief Accounting Officer and principal accounting officer. She will oversee accounting operations, financial controls and SEC reporting while supporting the company’s footwear-focused strategy.
Randolph, a 20-year Genesco veteran and CPA, most recently served as vice president and corporate controller. As part of her new role, she will receive an annual base salary of $278,000, with a target cash incentive of $83,400 for Fiscal 2027 under the Short-Term Incentive Plan and a target equity incentive of $139,000 under Genesco’s 2020 Equity Incentive Plan. She will also participate in the Executive Severance Plan and enter into an Employment Protection Agreement. Current President, CEO and Interim CFO Mimi E. Vaughn will cease serving as principal accounting officer once Randolph assumes the role but will continue as CEO and interim CFO.
Genesco Inc. ownership filing: Pzena Investment Management, LLC amended a Schedule 13G/A to report beneficial ownership of 1,100,898 shares of Genesco common stock, representing 10.1% of the class. The filer reports sole voting power for 778,551 shares and sole dispositive power for 1,100,898 shares. The filing states these shares are held for clients of the investment manager, and no single client has an interest exceeding 5%. The amendment is signed May 5, 2026.
Bradley L. Radoff, Jumana Capital Investments LLC and Christopher R. Martin updated their Schedule 13D on Genesco Inc., reporting combined beneficial ownership of 875,000 common shares, or approximately 8.1% of shares outstanding as of March 13, 2026. Mr. Radoff directly owns 420,000 shares (about 3.9%), while Jumana Capital owns 455,000 shares (about 4.2%), for which Mr. Martin may be deemed a beneficial owner.
The filing discloses that on April 24, 2026, Mr. Radoff nominated four individuals for election to Genesco’s board at the 2026 annual meeting, signaling an organized effort to influence board composition. The reporting persons and the nominees entered into an amended and restated group agreement to coordinate proxy solicitation, cap group ownership at 9.99% of outstanding shares, restrict sales before the annual meeting without consent, and share related expenses equally between Mr. Radoff and Jumana.
GENESCO INC ownership update: Pzena Investment Management, LLC amended its Schedule 13G to report beneficial ownership of 1,080,582 shares of Common Stock, representing 10% of the class as of 03/31/2026. The filing shows Pzena has sole dispositive power over 1,080,582 shares and sole voting power over 758,235 shares. The amendment is signed by the firm’s Chief Legal Risk Officer & Chief Compliance Officer on 04/22/2026.
Genesco Inc. is the target of a new activist group holding 7.6% of its common stock. Bradley L. Radoff owns 400,000 shares, or about 3.7% of shares outstanding, and Jumana Capital Investments LLC, managed by Christopher R. Martin, owns 430,000 shares, or about 4.0%.
The investors say they bought Genesco shares because they viewed them as undervalued and see the position as an attractive opportunity. They have formed a formal group agreement to coordinate actions, share expenses, and jointly file ownership reports. They plan to engage with Genesco’s board and management on ways to “unlock value,” including potential changes to board composition, capital allocation, ownership structure, or even a possible sale of the company in whole or in parts.