GCO

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Delivered bottom-line results ahead of expectations despite lower sales, driven by gross margin recapture and disciplined expense management across all business units. Journeys achieved its eighth consecutive quarter of positive comparable sales, fueled by a multi-branded assortment strategy that resonates with the underserved 'style-led teen girl' demographic. Schuh's performance reflects an intentional trade-off where near-term sales pressure from reduced discounting is exchanged for a healthier, more profitable business model. Johnston & Murphy's growth was propelled by a shift toward 'refined' dressing and the successful extension of the Peyton Manning brand partnership, attracting younger customers. Operational leverage improved through the rollout of Journeys 4.0 store formats, which continue to deliver sales lifts in excess of 25% compared to legacy formats. Management attributed sales declines to strategic headwinds, including fleet optimization (67 net fewer stores), license transitions, and the deliberate pullback on promotions at Schuh. Increased the full-year EPS guidance range to the high end of $2.00 to $2.40, reflecting Q2 outperformance while maintaining conservatism for the holiday season. Anticipate continued sales pressure at Schuh in the back half of the year due to a highly promotional UK footwear market and a commitment to full-price selling. Expect to realize up to $20 million in structural cost savings in fiscal 2027, part of a larger $40 million to $50 million multi-year efficiency program. Planned acceleration of the Journeys 4.0 rollout to approximately 180 stores by year-end, representing 20% of the total fleet. Q3 guidance assumes flat comparable sales, with positive momentum at Journeys and J&M offset by negative comps at Schuh and a $14 million headwind from license exits. Received $22 million in tariff refunds during Q2 related to branded businesses; these are excluded from adjusted results and treated as non-operating capital. Completed a leadership transition at Schuh, appointing Tomas Petersson as President to oversee the next phase of the brand's UK market reset. Inventory increased 8% year-over-year, which management characterized as a strategic investment to support Journeys' growth and back-to-school readiness. The company repurchased approximately 3% of outstanding shares for $11 million through August 31, with $19 million remaining under the current authorization. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management noted that lifestyle athletic led growth, specifically citing low-profile silhouettes like ballerinas and Mary Janes as key newness drivers. Confirmed that Journeys is diversified across 8+ growth brands, reducing reliance on any single legacy athletic silhouette that may be facing industry-wide pressure. Management clarified that their boot business is driven by fashion rather than function, meaning extreme cold is not required for sales, though 'cool' weather triggers the seasonal shift. Acknowledged that record heat in September makes it too early to read the boot segment, but expressed confidence in the diversified fall assortment. Journeys saw positive comps in both stores and e-commerce, while Schuh's online channel was disproportionately hit by the reduction in promotional activity. Johnston & Murphy experienced a temporary online headwind due to a strategic pullback in catalog drops, which has since reversed with the launch of the fall collection.

This article first appeared on GuruFocus. Revenue: Decreased 3% to $530 million. Comparable Sales: Declined 1% overall; store comps increased 1%, e-commerce comps declined 6%. Adjusted Gross Margin: 47.2%, up 140 basis points from last year. Adjusted Operating Loss: Improved by $6 million to a loss of $8 million, compared to a loss of $14 million last year. Adjusted Diluted Loss per Share: $0.83, compared to a loss of $1.14 last year. Journeys Comparable Sales: Increased 2%, marking the eighth consecutive quarter of positive comps. Johnston & Murphy Comparable Sales: Increased 4%, the third consecutive quarter of positive comp gains. schuh Comparable Sales: Declined 9%, with gross margin improving 300 basis points. Store Count: Ended the quarter with 1,186 stores, a net decrease of 67 stores year-over-year. Inventory: Up 8% versus last year. Capital Expenditures: Totaled $17 million during the quarter. Tariff Refunds: Received approximately $22 million during the quarter, excluded from adjusted results. Warning! GuruFocus has detected 7 Warning Sign with WLY. Is GCO fairly valued? Test your thesis with our free DCF calculator. Release Date: September 03, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Genesco Inc (NYSE:GCO) delivered second-quarter bottom-line results significantly better than last year and well ahead of expectations, with every business achieving gains versus plans. Journeys delivered its eighth consecutive quarter of positive comparable sales, with both store and e-commerce comps positive, and achieved a meaningful 180 basis points of expense leverage. Johnston & Murphy posted its third consecutive quarter of positive comp gains, driven by newness, improved assortments, and the successful Peyton Manning campaign, which has been extended for two additional years. schuh's gross margin improved 300 basis points year-over-year as the company prioritized full-price selling, with the full-price mix increasing by 10 percentage points of overall sales. The company raised its full-year adjusted EPS guidance to the high end of the $2 to $2.40 range, reflecting confidence in its strategic initiatives and earnings potential. The Journeys 4.0 store format continues to outperform, delivering in excess of a 25% sales lift, with the company increasing its full-year target to 95 store openings. Genesco Inc (NYSE:GCO) received approximately $22 million in tariff refunds during the quarter, which are excluded from adjusted results and will be deployed for growth investments and shareholder returns. Total company revenue decreased 3% to $530 million, with overall comparable sales declining 1%, driven by store closures, reduced promotional activity at schuh, and the license transition ahead of the Wrangler launch. schuh's comparable sales declined 9% due to the intentional pullback on discounting and promotional activity, and the UK consumer market remains challenged and price sensitive. The company now expects flat comparable sales for the full year, down from its prior expectation of up 1% to 2%, reflecting greater sales pressure at schuh. Third-quarter operating income is expected to be moderately below last year due to sales declines, increased marketing investments, and the timing of license exit losses. E-commerce comparable sales declined 6% overall, with schuh's online channel disproportionately impacted by the reduction in promotional activity. The company ended the quarter with 67 net fewer stores than a year ago, representing approximately 5% of its fleet and square footage, which contributed to the sales decline. SG&A expense deleveraged 40 basis points as a percentage of sales due to lower sales volume, and the company expects further deleverage of approximately 30 basis points for the full year. Q: Can you provide more detail on the product category performance at Journeys, specifically the breakdown between athletic, canvas, and casual?A: Mimi Vaughn, Board Chair, President, and CEO: Journeys experienced multi-branded momentum with over eight brands contributing to growth. The strength was broad-based, with lifestyle running performing well and newer fashion trends like Mary Janes and sneaker ballerinas gaining traction. While there were bright spots in casual, the growth was more heavily weighted toward the lifestyle athletic side. The diversified assortment allows Journeys to rotate brands in and out based on relevance for its teen customer. Q: Given the industry-wide challenges with legacy athletic silhouettes, what is your exposure and performance in that area, and do you see a risk of increased promotions from competitors in the back half?A: Mimi Vaughn, Board Chair, President, and CEO: While there is industry pressure concentrated within individual brands, Journeys' strength lies in its diversification across multiple brands. The company expects promotional activity to continue but benefits from serving a style-led customer, particularly the teen girl, with trends like ballerinas and Mary Janes driving business. Journeys remains focused on full-price selling and has performed well against strong comparisons. Q: How should investors think about the drivers of Journeys' positive comp momentumtraffic growth, conversion, and AURgiven the larger opportunity with the underserved teen girl customer and increased marketing spend?A: Mimi Vaughn, Board Chair, President, and CEO: The reimagined 4.0 concept is designed to appeal to a consumer base that is six to seven times larger than the traditionally served market. Currently, Journeys is leaning heavily into conversion and AUR, which have been helped by elevated product assortments. Traffic growth is expected to increase over time as more consumers become aware of the concept through initiatives like the "Life on Loud" campaign and social media engagement. Q: Can you break down the comparable sales performance by channel (store vs. e-commerce) for each of the divisions?A: Mimi Vaughn, Board Chair, President, and CEO: Journeys posted positive comps in both stores and online, with significant traffic growth online driven by the "Life on Loud" campaign. At schuh, the intentional pullback on promotions disproportionately affected the online channel, leading to more negative comps online than in stores. Johnston & Murphy's online channel was impacted by a reduction in catalog drops, but has since seen a strong uptick with the launch of its fall assortment. Q: How is the product mix evolution at schuh progressing, and when will the full impact of the assortment elevation be visible?A: Mimi Vaughn, Board Chair, President, and CEO: Schuh is making good progress on elevating its assortment, similar to the strategy implemented at Journeys. However, given product lead times, the full impact will take time to materialize. The progress is currently being overshadowed by lower sales resulting from the deliberate pullback on promotions, but the company is pleased with the direction and expects continued improvement. Q: What are your thoughts on the boot segment for the back half, and how might weather, such as a potential El Nino, impact the business?A: Mimi Vaughn, Board Chair, President, and CEO: Journeys' boot business is fashion-driven rather than function-driven. While cooler weather is needed to trigger consumer interest in boots, the company's outlook is not heavily dependent on winter weather severity. With an extraordinarily hot start to September, it is too early to get a read on the boot segment. The diversified assortment across all categories is expected to carry the business through back-to-school and into the holiday season. Q: Can you provide more color on the third-quarter guidance, which expects operating income to be moderately below last year despite higher EPS?A: Jonathan Collins, CFO: The third quarter will see SG&A deleverage that more than offsets gross margin expansion, reflecting lower sales, 100 basis points of pressure from increased marketing investments behind back-to-school and the expanded Johnston & Murphy Peyton Manning campaign, and the impact of license exits. This is viewed as a temporary break in operating income progression, with growth expected to resume in the fourth quarter. Q: How are you thinking about the sales trajectory for each division as you move through the back half, particularly regarding the later back-to-school shift?A: Mimi Vaughn, Board Chair, President, and CEO: Journeys comps have accelerated to mid-single digits in August and are expected to remain positive, though they will likely pull back in October and November before holiday. Schuh has seen a slight tick up from negative levels during back-to-school but is expected to face continued pressure due to the promotional UK market. Johnston & Murphy comps have accelerated based on the impact of new product drops. Q: What is the status of the enterprise-wide cost savings initiative, and how much has been realized so far?A: Jonathan Collins, CFO: The $40 to $50 million structural cost savings program focuses on selling salary productivity, operational efficiencies, procurement, and AI/automation. For fiscal 2027, the company expects to realize up to $20 million in savings, with the remaining $20 to $30 million expected over the following two years. Early results from IT transformation and efficiency initiatives increase confidence in the program. Q: Can you elaborate on the tariff refunds received during the quarter and how they are being treated in the financials?A: Jonathan Collins, CFO: The company received approximately $22 million in tariff refunds during the quarter, which have been excluded from adjusted results. These proceeds relate only to the branded businesses, which represent roughly 20% of the company. The refunds are viewed as non-operating in nature and will be deployed consistently with capital allocation priorities, including growth investments and share repurchases. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in Genesco Inc.? Here are five stocks we like better. Profitability improved despite weaker sales: Second-quarter revenue fell 3% to $530 million and comparable sales declined 1%, but gross margin expanded 140 basis points to 47.2% and the adjusted loss per share narrowed to $0.83 from $1.14. Journeys remained the growth engine: Comparable sales rose 2% for an eighth consecutive positive quarter, supported by lifestyle athletic footwear and stronger full-price selling. Genesco raised its target for Journeys’ 4.0 store openings to 95 for the year. Outlook emphasizes margins over sales growth: Genesco now expects flat fiscal 2027 comparable sales and about a 2% total-sales decline, while forecasting adjusted EPS toward the high end of its $2.00–$2.40 range and adjusted operating income of $34 million to $40 million. Genesco Pops On Earnings But Don’t Expect A Rally Genesco (NYSE:GCO) reported improved second-quarter fiscal 2027 earnings despite lower revenue, as gross-margin expansion and expense discipline offset sales pressure from store closures, reduced promotions at Schuh and licensed-brand transitions. Revenue declined 3% year over year to $530 million, while consolidated comparable sales fell 1%. Adjusted gross margin increased 140 basis points to 47.2%, and adjusted operating loss narrowed to $8 million from $14 million a year earlier. Adjusted diluted loss per share improved to $0.83 from $1.14 in the prior-year quarter. → Boarding Call: EHang Secures First-Mover Altitude “The headline for the quarter is that earnings improved meaningfully despite lower sales, driven by gross margin expansion and disciplined expense management,” Chief Financial Officer Jonathan Collins said on the call. The company ended the quarter with 1,186 stores, following three openings and 25 closures. Genesco had 67 fewer stores than a year earlier, representing about 5% of its store fleet and square footage. Collins said the closures have been accretive to operating income, with many producing sales transfers above 15%. → Medtronic’s Stars Are Aligning for a Price Recovery Comparable store sales rose 1%, while e-commerce comparable sales declined 6%, largely reflecting Schuh’s lower promotional activity online. By division, Journeys comparable sales increased 2% and Johnston & Murphy comparable sales rose 4%, while Schuh comparable sales fell 9%. Chief Executive Officer Mimi Vaughn said the lower sales base was anticipated and tied to actions intended to improve longer-term profitability. Those actions include continued fleet optimization, a license transition ahead of the Wrangler footwear launch and Schuh’s deliberate reduction in discounts and promotions. → Dutch Bros Sell-Off Creates a Growth Opportunity “These actions are in pursuit of a healthier, more profitable business over time,” Vaughn said. Journeys recorded its eighth consecutive quarter of positive comparable sales, with gains in both stores and e-commerce. Vaughn cited higher transaction sizes, more full-price selling and improved conversion, supported by product strength in lifestyle running, sandals and low-profile athletic fashion. The retailer also saw momentum in newer fashion trends, including Mary Janes and sneaker ballerinas. During the question-and-answer session, Vaughn said lifestyle athletic products were the largest contributor to growth, though the company also sees an opportunity for casual interpretations of current footwear trends. Journeys’ 4.0 store format remained a central part of the growth plan. The format has delivered sales lifts exceeding 25%, according to Vaughn. The company opened 25 new-format locations in the second quarter and had opened about 130 4.0 stores through the quarter. Genesco raised its full-year target to 95 4.0 openings, which would bring the total to roughly 180 locations, or 20% of the Journeys fleet, by year-end. Vaughn also said Journeys comparable sales accelerated to the mid-single digits in August, aided by back-to-school demand and the company’s “Life On Loud” campaign. Genesco increased media spending by more than 30%, and the campaign generated more than 260 million media impressions in its first four weeks, the company said. At Schuh, Genesco is accepting near-term sales pressure as it reduces reliance on promotions in a challenging and price-sensitive U.K. consumer market. Schuh’s gross margin improved 300 basis points from the prior year, while its full-price sales mix increased by 10 percentage points. Despite lower revenue, Schuh delivered nearly flat operating income year over year after cost actions that included six store closures during the quarter, selling-salary efficiencies and digital-marketing optimization. Genesco appointed Tomas Petersson as Schuh president in late July, succeeding Colin Temple, who retired after 38 years with the business and 15 years as president. Petersson previously served as geographic leader and general manager for Europe, the Middle East and Africa at Foot Locker. The company said it is making progress in gaining access to product from brands including adidas, Nike, ASICS, UGG, New Balance and Birkenstock. However, Vaughn said the full effect of the assortment changes has not yet been realized because of product lead times. Johnston & Murphy produced its third consecutive quarter of positive comparable sales. Vaughn said stores led the division’s growth, with traffic outperforming the industry, conversion improving and transaction sizes increasing. Apparel was the largest growth driver, while casual and casual-athletic footwear also grew. The company extended its partnership with brand ambassador Peyton Manning for two additional years. Vaughn said revenue from new customers has grown at a double-digit rate this year and has increased for 10 consecutive months since the first campaign launched. Genesco received approximately $22 million in tariff refunds during the quarter, but excluded the proceeds from adjusted results and said its outlook assumes no benefit from potential future refunds. The company plans to use the proceeds in line with its capital-allocation priorities, including growth investments and shareholder returns. For fiscal 2027, Genesco now expects adjusted diluted earnings per share toward the high end of its previously increased $2.00 to $2.40 range. The company now forecasts flat comparable sales for the year, versus its prior expectation for 1% to 2% growth, and expects total sales to decline about 2%. Gross margin is expected to expand 60 to 80 basis points for the full year, while adjusted operating income is still projected at $34 million to $40 million, with the higher end of that range now viewed as the most likely outcome. Genesco Inc is a Nashville, Tennessee-based retailer, wholesaler and licensee specializing in branded footwear, headwear, apparel and accessories. Through its portfolio of retail chains, wholesale distribution channels and licensing agreements, Genesco brings a range of product offerings to consumers in North America and Europe. The company's retail segment includes specialty chains such as Journeys, which targets fashion-focused teens and young adults in the United States and Canada, and Schuh, a footwear retailer with locations in the United Kingdom and Ireland. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Genesco Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for September 2026.

Footwear, apparel, and accessories retailer Genesco (NYSE:GCO) met Wall Street’s revenue expectations in Q2 CY2026, but sales fell by 3% year on year to $529.9 million. Its non-GAAP loss of $0.83 per share was 39.3% above analysts’ consensus estimates. Is now the time to buy Genesco? Find out in our full research report. Revenue: $529.9 million vs analyst estimates of $527.6 million (3% year-on-year decline, in line) Adjusted EPS: -$0.83 vs analyst estimates of -$1.37 (39.3% beat) Adjusted EBITDA: $4.84 million (0.9% margin, 675% year-on-year growth) Adjusted EPS guidance for the full year is $2.20 at the midpoint, missing analyst estimates by 2.3% Operating Margin: 0.7%, up from -2.7% in the same quarter last year Locations: 1,186 at quarter end, down from 1,253 in the same quarter last year Same-Store Sales rose 1% year on year (4% in the same quarter last year) Market Capitalization: $372.3 million Mimi E. Vaughn, Genesco’s Board Chair, President and Chief Executive Officer, said, “We delivered second quarter bottom line results that were significantly better than last year and well ahead of our expectations. The quarter provides further evidence that our Footwear First strategy is working and our momentum is building. Journeys and Johnston & Murphy both delivered positive comparable sales in the quarter, and earnings improvement reflected the operating leverage we set out to build, with more full-price selling aiding gross margin recapture and disciplined expense management driving the stronger performance. As we anticipated, the decline in sales was driven by strategic actions: store closures, our license transition, and pullback on discounting at Schuh. As we move past these shorter-term headwinds, we expect sales trends to improve, and we remain confident that the initiatives underway across our company position us for profitable growth.” Spanning a broad range of styles, brands, and prices, Genesco (NYSE:GCO) sells footwear, apparel, and accessories through multiple brands and banners. Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Over the last five years, Genesco grew its sales at a weak 1.9% compounded annual growth rate. This fell short of our benchmarks and is a rough starting point for our analysis. We at StockStory place the most emphasis on long-term growth, but within consumer discretionary, a stretched historical view may miss a company riding a successful new product or trend. Genesco’s annualized revenue growth of 2.8% over the last two years aligns with its five-year trend, suggesting its demand was consistently weak. Genesco also reports same-store sales, which show how much revenue its established locations generate. Over the last two years, Genesco’s same-store sales averaged 5% year-on-year growth. Because this number is better than its revenue growth, we can see its sales from existing locations are performing better than its sales from new locations. This quarter, Genesco reported a rather uninspiring 3% year-on-year revenue decline to $529.9 million of revenue, in line with Wall Street’s estimates. Looking ahead, sell-side analysts expect revenue to remain flat over the next 12 months, a slight deceleration versus the last two years. This projection doesn’t excite us and indicates its products and services will face some demand challenges. ONE MORE THING: The $21 AI Application Stock Wall Street Forgot. While Wall Street obsesses over who’s building AI, one company is already using it to print money. And nobody’s paying attention. AI chip stocks trade at ridiculous valuations. This company processes a trillion consumer signals monthly using AI and trades at a third of the price. The gap won’t last. The institutions will figure it out. You need to see this first. Read the FREE Report Before They Notice. Genesco’s operating margin has risen over the last 12 months and averaged 1.3% over the last two years. The company’s higher efficiency is a breath of fresh air, but its suboptimal cost structure means it still sports inadequate profitability for a consumer discretionary business. In Q2, Genesco’s breakeven margin was 0.7%, up 3.3 percentage points year on year. This increase was a welcome development, especially since its revenue fell, showing it was more efficient because it scaled down its expenses. Revenue trends explain a company’s historical growth, but the long-term change in earnings per share (EPS) points to the profitability of that growth — for example, a company could inflate its sales through excessive spending on advertising and promotions. Sadly for Genesco, its EPS declined by 22.5% annually over the last five years while its revenue grew by 1.9%. This tells us the company became less profitable on a per-share basis as it expanded due to non-fundamental factors such as interest expenses and taxes. In Q2, Genesco reported adjusted EPS of negative $0.83, up from negative $1.14 in the same quarter last year. This print easily cleared analysts’ estimates, and shareholders should be content with the results. Over the next 12 months, Wall Street expects Genesco’s full-year EPS to grow 108% from $1.52 to $3.17. It was good to see Genesco beat analysts’ EPS expectations this quarter. We were also excited its EBITDA outperformed Wall Street’s estimates by a wide margin. On the other hand, its full-year EPS guidance missed. Overall, we think this was still a solid quarter with some key areas of upside. The stock traded up 3.7% to $34.82 immediately after reporting. Genesco put up rock-solid earnings, but one quarter doesn’t necessarily make the stock a buy. Let’s see if this is a good investment. We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it’s free.

Shares of Genesco climbed nearly 8 percent in pre-market trading on Thursday after beating analysts’ expectations in the second quarter. The Nashville-based footwear company reported a net loss of $8.8 million, or $0.83 per share, in the second quarter of fiscal 2027, compared to a loss of $11.7 million, or $1.14 per share, in Q2 2026. Net sales decreased 3 percent to $530 million compared to $546 million in the second quarter of fiscal 2026. More from WWD Journeys Will Continue to Shine When Genesco Reports Earnings This Week, Analyst Says Ulta Beauty Beats Wall Street Expectations, Raises Full-year Forecasts Amid Strong Q2 Performance Bath & Body Works Topped Wall Street Sales Estimates in Q2, but Is Still Not Getting Enough Consumers Through Its Doors Still, this performance beat analysts’ expectations, which called for net sales in Q2 to be between $526.6 million and $528.7 million with a loss per share between $1.34 and $1.39, according to Yahoo Finance. Genesco noted that the decline in net sales reflected the impact of net store closings, decreased licensed sales, a 6 percent drop in e-commerce comparable sales from reduced Schuh discounting and an unfavorable foreign exchange impact, partially offset by a 1 percent increase in same store sales and higher sales from enlarged stores. The company further reported that overall sales for the second quarter were driven by a decrease of 10 percent at Schuh and a 21 percent, or $7 million, decrease at Genesco Brands, partially offset by a 5 percent increase at Johnston & Murphy, while sales at Journeys were flat. During the quarter, the company opened three stores and closed 25 stores. The company ended the quarter with 1,186 stores compared with 1,253 stores at the end of the first quarter last year, or a decrease of 5 percent. Square footage was also down 5 percent on a year-over-year basis. Genesco disclosed that it received $22.5 million in tariff refunds, including interest, during the second quarter this year related to its branded businesses under the International Emergency Economic Powers Act. The company noted that no additional tariff refunds are included in its guidance for the full year. Genesco president, chief executive officer and board chair, Mimi Vaughn reiterated in a statement that the company delivered second quarter bottom line results that were “significantly better” than last year and well ahead of expectations. “The quarter provides further evidence that our ‘Footwear First’ strategy is working and our momentum is building,” Vaughn noted. “Journeys and Johnston & Murphy both delivered positive comparable sales in the quarter, and earnings improvement reflected the operating leverage we set out to build, with more full-price selling aiding gross margin recapture and disciplined expense management driving the stronger performance.” The CEO added that the third quarter is “off to a good start” with back-to-school and Journeys accelerating to a mid-single-digit comp in August on top of “very strong” growth the last two years. Looking ahead, Genesco is raising its full-year adjusted earnings per share outlook to the high end of the $2.00 to $2.40 range, up from its previous midpoint of the same range. Comparable sales are now expected to be flat versus prior guidance of positive 1 percent to 2 percent, reflecting greater pressure at Schuh, resulting in total sales now down approximately 2 percent versus prior guidance of flat to down 1 percent. “As we move past these shorter-term headwinds, we expect sales trends to improve, and we remain confident that the initiatives underway across our company position us for profitable growth,” Vaughn added. Best of WWD Zendaya's Best Christian Louboutin 'So Kate' Heels Moments All the Retailers That Nike Left and Then Went Back Mikey Madison's Elegant Red Carpet Shoe Style [PHOTOS] Sign up for FN's Newsletter. For the latest news, follow us on Facebook, Twitter, and Instagram.

Footwear, apparel, and accessories retailer Genesco (NYSE:GCO) will be reporting results this Thursday before market open. Here’s what you need to know. Genesco beat analysts’ revenue expectations last quarter, reporting revenues of $487 million, up 2.8% year on year. It was a very strong quarter for the company, with a beat of analysts’ EPS estimates. Is Genesco a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Genesco’s revenue to decline 3.4% year on year, a reversal from the 4% increase it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Genesco has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Genesco’s peers in the consumer discretionary - footwear segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Steven Madden delivered year-on-year revenue growth of 19.1%, beating analysts’ expectations by 4.8%, and Wolverine Worldwide reported revenues up 6.8%, topping estimates by 0.9%. Steven Madden traded up 6.2% following the results while Wolverine Worldwide was also up 16.4%. Read our full analysis of Steven Madden’s results here and Wolverine Worldwide’s results here. Over the past year, investors have repeatedly shifted their focus from one macro narrative to another (AI disruption and AI capex spending to geopolitics, interest rates, and the broader health of the economy). While some of the consumer discretionary - footwear stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.2% on average over the last month. Genesco is down 16.6% during the same time and is heading into earnings with an average analyst price target of $40.33 (compared to the current share price of $32.56). ONE MORE THING: The $21 AI Application Stock Wall Street Forgot. While Wall Street obsesses over who’s building AI, one company is already using it to print money. And nobody’s paying attention. AI chip stocks trade at ridiculous valuations. This company processes a trillion consumer signals monthly using AI and trades at a third of the price. The gap won’t last. The institutions will figure it out. You need to see this first. Read the FREE Report Before They Notice.

Williams Trading analyst Sam Poser is bullish on Genesco Inc. and has a “buy” rating on shares of the retailer. He sees “ongoing strength” at Journeys, which represents 62 percent of the Nashville-based footwear firm’s annual revenue. That strength is fueled by improved merchandise assortments. In addition, the roll-out of its remodeled stores — a new store concept dubbed 4.0 doors featuring larger footprints, new fixtures and added experiential components — is expected to drive second quarter 2027 earnings. More from WWD Shein's Hong Kong IPO Opens With a Reality Check EXCLUSIVE: Randa Acquires Untuckit, Will Operate It as a Stand-alone Business What to Watch: Here's the Skinny on Skinny Jeans Poser said gains at Journeys will help Genesco’s second quarter 2027 earnings results “meet and exceed guidance.” Genesco is slated to report second quarter earnings results on Sept. 3. Poser is forecasting second quarter same-store sales of up 3.5 percent, on top of the 9 percent gain in same-store sales in the year-ago second quarter period. “We are confident that the improving product mix and the additional 4.0 stores will drive the comps,” Poser said. There were 940 Journeys stores at the end of the first quarter, with 105 doors representing the 4.0 concept, up from 39 in the same year-ago quarter in 2026. The Williams Trading analyst said there were 45 more 4.0 locations planned for Fiscal Year 2027, including some Journeys Kidz 4.0 stores that will be attached to select Journeys 4.0 locations. One of the takeaways from Genesco’s first quarter conference call in May was the company’s chief executive officer Mimi Vaughn noting that its Johnston & Murphy label saw brand awareness “continue to trend up” since its tie-up with NFL Hall of Famer Peyton Manning. She said demand was seen from younger consumers and are improving and that the retailer “continues to be successful in attracting consumers that are younger than its traditional customers.” Investors will want to know more about branding and what else is on the agenda for the Johnston & Murphy brand for the fall season. As for the Schuh operation, which has been struggling, Vaughn said the company sees the same opportunity to serve the style-led youth girl at Schuh that it saw at Journeys. And with the immediate priority to improve profitability including reducing the reliance on discounting, investors will want to know how the reset is progressing as the British banner works on it merchandise mix. Vaughn said in the first quarter call that Schuh is building on its improved product access with brands that include Nike, Adidas and Asics. Best of WWD Zendaya's Best Christian Louboutin 'So Kate' Heels Moments All the Retailers That Nike Left and Then Went Back Mikey Madison's Elegant Red Carpet Shoe Style [PHOTOS] Sign up for FN's Newsletter. For the latest news, follow us on Facebook, Twitter, and Instagram.

Steven Madden, Ltd. SHOO reported second-quarter 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate. Revenues increased year over year.The Steve Madden brand was the quarter’s key growth engine. Women’s footwear benefited from demand for dress shoes and casual styles. Men’s footwear performed well, particularly loafers, while handbags returned to strong growth on strength in totes, hobos and crossbody products. Global online searches for the Steve Madden brand increased 71% during the quarter.Management highlighted strong consumer response to its trend-right assortments, continued momentum in direct-to-consumer (DTC) and wholesale channels, and solid performance from Kurt Geiger and Dolce Vita.The company raised its fiscal 2026 revenues and adjusted earnings per share (EPS) guidance, reflecting confidence in the momentum across its brands and stronger-than-expected second-quarter performance. Investors responded positively, sending SHOO shares up 10.2% yesterday. Steven Madden, Ltd. price-consensus-eps-surprise-chart | Steven Madden, Ltd. Quote SHOO posted adjusted earnings of 44 cents per share, which beat the Zacks Consensus Estimate of 33 cents per share. The bottom line more than doubled from adjusted earnings of 20 cents reported in the prior-year quarter.Total revenues increased 19.1% year over year to $665.9 million from $559 million, surpassing the Zacks Consensus Estimate of $634 million. Excluding Kurt Geiger, consolidated revenues increased 11.2% year over year. Wholesale revenues increased 13% year over year to $407.5 million, surpassing our estimated mark of $388 million. Excluding Kurt Geiger, wholesale revenues increased 11.5%. Adjusted gross margin in the segment expanded to 35.2% from 30.9% in the prior-year period, driven by higher average selling prices, a smaller negative impact from tariffs and a lower penetration of private label.Wholesale footwear revenues increased 9% year over year to $240 million, or 7.8% excluding Kurt Geiger, due to strong growth in the branded business, partially offset by a decline in private label. This beat our estimated mark of $235.3 million. Wholesale accessories/apparel revenues increased 19.2% year over year to $167.5 million, or 17.5% excluding Kurt Geiger, also due to sustained momentum in the branded business, partially offset by a decline in private label. The figure exceeded our consensus mark of $152.7 million.DTC revenues increased 30.6% year over year to $255.4 million, surpassing our estimated mark of $235.2 million. Excluding Kurt Geiger, DTC sales grew 11.1%, supported by double-digit gains across both brick-and-mortar stores and e-commerce. The Steve Madden brand continued to perform well, with U.S. comparable sales rising 17%, while global comparable sales increased 9%. Adjusted gross margin in the DTC business expanded to 64% from 61.3% a year ago, benefiting from higher average selling prices, lower promotional activity and a smaller tariff headwind. Management also noted that DTC momentum has continued into the third quarter.Licensing royalty income totaled $3 million, up modestly from $2.9 million in the prior-year quarter. This also beat our estimated mark of $2.9 million. International comparable sales increased 1%, while excluding the GCC business, comparable sales rose 4%. The company ended the second quarter with 382 company-operated stores, including 92 outlets, along with eight e-commerce websites and 164 international concessions. During the quarter, the company also opened two full-price Kurt Geiger stores in the United States, bringing its total U.S. full-price Kurt Geiger store count to seven, with existing stores delivering a 12% comparable sales increase. Adjusted gross profit increased 32.2% year over year to $309.7 million, beating our estimate of $278.2 million. Adjusted gross margin expanded 460 basis points to 46.5%, reflecting stronger profitability across both the wholesale and direct-to-consumer businesses. Adjusted operating expenses increased 25.3% year over year to $265.1 million, which surpassed our estimate of $243.4 million. As a percentage of revenues, adjusted operating expenses increased to 39.8% from 37.9% in the year-ago quarter, primarily due to the inclusion of a full quarter of Kurt Geiger and higher incentive compensation.Adjusted income from operations nearly doubled to $44.5 million from $22.6 million in the prior-year quarter. Adjusted operating margin expanded 270 basis points year over year to 6.7%. As of June 30, 2026, Steven Madden had cash and cash equivalents of $94.7 million and total debt of $124.8 million, resulting in net debt of $30.1 million. Inventories declined 13.7% year over year to $377.2 million, primarily reflecting a 30% reduction in inventory at the Kurt Geiger business. During the second quarter, the company received $92.1 million in tariff-related refunds, including $3.1 million in interest, and used the proceeds to reduce outstanding debt.Capital expenditures totaled $8.5 million during the quarter. The company did not repurchase any shares in the open market but spent approximately $1 million to acquire shares through the net settlement of employee stock awards. Steven Madden's board also declared a quarterly cash dividend of 21 cents per share, payable on Sept. 24, 2026, to shareholders of record as of Sept. 11, 2026. Steven Madden raised its fiscal 2026 revenue guidance and expects revenues to increase 11-13% from the fiscal 2025 reported level, up from its previous expectation of 10-12% growth. The company also raised its adjusted EPS guidance to $2.05-$2.15 from the prior stated $2-$2.10, while reaffirming the EPS guidance of $2.55-$2.65.Management expects the Steve Madden brand to deliver high-single-digit revenue growth, Kurt Geiger to generate mid-teens pro forma revenue growth and Dolce Vita to post high-single-digit to low-double-digit revenue growth in fiscal 2026. Excluding Kurt Geiger, DTC revenues are projected to grow at a high-single-digit rate, while wholesale revenues are expected to increase at a low-single-digit pace. Including Kurt Geiger, management expects DTC revenues to grow in the low- to mid-20% range and wholesale revenues to increase at a mid-single-digit rate. Private-label revenues are still expected to decline in the mid- to high-teens range, whereas the branded wholesale business is anticipated to grow at a high-single-digit rate.The company expects gross margin to improve on a year-over-year basis in each of the remaining quarters of fiscal 2026, although the pace of expansion is likely to moderate as it laps the Kurt Geiger acquisition and prior pricing actions. Management expects pressure from higher freight and supplier costs stemming from the prolonged Middle East conflict, including an additional 6 cents per share headwind in the second half related to freight. SG&A expenses are projected to be approximately 38.3% of revenues for fiscal 2026, reflecting increased investments in brand marketing. Management expects a more typical seasonal cadence in the second half, with the third quarter contributing more to second-half revenues and earnings than the fourth quarter, unlike the unusual pattern seen in fiscal 2025. SHOO Stock Past 3-Month Performance Image Source: Zacks Investment Research Over the past three months, shares of this Zacks Rank #3 (Hold) company have gained 28.2% compared with the industry’s 0.4% growth. Genesco Inc. GCO is a Nashville-based specialty retailer and branded company. It sells footwear and accessories through retail stores. The company flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actuals. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.Tilly's, Inc. TLYS is a specialty retailer in the action sports industry selling clothing, shoes and accessories. The company also sports a Zacks Rank #1 at present. The Zacks Consensus Estimate for Tilly's current fiscal-year sales indicates growth of 4.9% from the year-ago actuals. TLYS delivered a trailing four-quarter average earnings surprise of 155.3%. Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #2 (Buy).The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Steven Madden, Ltd. (SHOO) : Free Stock Analysis Report Genesco Inc. (GCO) : Free Stock Analysis Report Tilly's, Inc. (TLYS) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Boot Barn Holdings, Inc. BOOT reported first-quarter fiscal 2027 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate and increased year over year. The western and workwear retailer benefited from strong new-store productivity, same-store sales growth, robust e-commerce demand and merchandise margin expansion. Management also raised its fiscal 2027 outlook, reflecting confidence in continued execution despite a softer start to the second quarter.The quarterly earnings of $2.29 per share beat the Zacks Consensus Estimate of $1.69 by 35.5% and increased 31.6% from $1.74 reported in the year-ago quarter. Net sales rose 17.7% year over year to $593.5 million, surpassing the Zacks Consensus Estimate of $582 million by 2%. Sales growth was driven by new-store expansion and positive comparable sales across both retail stores and e-commerce. Consolidated same-store sales increased 4.7% during the quarter. Retail store same-store sales rose 3.8%, supported by a 3% increase in average unit retail, while transactions remained approximately flat. E-commerce same-store sales jumped 13.4%, driven by double-digit growth at bootbarn.com, underscoring continued strength in the company's omnichannel strategy.Boot Barn opened 27 new stores during the quarter compared with 14 in the prior-year period, ending the quarter with 566 stores across 49 states. Management continues to expect 70 new store openings in fiscal 2027 and reiterated its long-term opportunity to expand to approximately 1,200 U.S. locations. New locations are projected to generate average annual sales of about $3.2 million, with an investment payback period of less than two years.Across merchandise categories, men's western boots posted mid-single-digit growth, while women's western boots declined at a mid-single-digit rate against difficult prior-year comparisons. Men's and women's apparel increased at a high-single-digit pace, led by double-digit denim growth. Work boots delivered high-single-digit growth, marking the category's fifth consecutive quarter of positive growth, aided by improved merchandising, stronger marketing support and investments in key third-party brands. Boot Barn Holdings, Inc. price-consensus-eps-surprise-chart | Boot Barn Holdings, Inc. Quote Gross profit increased 21.6% to $239.9 million, with the gross margin expanding about 130 basis points to 40.4%. Merchandise margin expanded by 220 basis points, including a 250-basis-point benefit from $14.7 million of tariff refunds and 60 basis points of product-margin expansion. These gains were partly offset by a 90-basis-point freight headwind.SG&A expenses rose 18.1% to $149.4 million and represented 25.2% of sales, up roughly 10 basis points. Operating income climbed 28% to $90.5 million, while the operating margin expanded to 15.3% from 14% in the prior-year quarter. Operating cash flow rose to $83.8 million from $73.9 million a year earlier. Capital expenditures increased to $51.1 million from $31.5 million as the retailer continued investing in its store base and infrastructure. The company expects capital expenditures, net of estimated landlord-tenant allowances, between $125 million and $130 million for fiscal 2027.BOOT ended the quarter with $139.3 million in cash and no borrowings under its revolving credit facility. The company repurchased more than 158,451 shares for $25 million during the quarter. It also doubled its revolving credit capacity to $500 million and extended the facility’s maturity to 2031. Backed by its better-than-expected first-quarter performance, Boot Barn raised its fiscal 2027 outlook. Management now expects earnings in the range of $8.80-$9.23 per share, up from the previous guidance of $8.21-$8.64, including an estimated 46-cent benefit from tariff refunds. Total sales are projected to be between $2.580 billion and $2.625 billion, while consolidated same-store sales are expected to increase 2-4% for the year, with retail store same-store sales growth of 1-3% and e-commerce same-store sales growth of 11-13%. The company had earlier total sales in the band of $2.578-$2.623 billion.The merchandise margin rate is now expected to reach approximately 52.2% of sales, up 130 basis points year over year. The expansion includes 70 basis points from tariff refunds, 50 basis points from product-margin improvement and 10 basis points from lower freight costs. BOOT forecasts gross profit between $993 million and $1,016 million, or approximately 38.5% to 38.7% of sales.For the second quarter, Boot Barn expects net sales of $572-$582 million, suggesting year-over-year growth of 13-15%. Consolidated same-store sales are projected to range from flat to up 2%, with retail store same-store sales between down 1% and up 1% and e-commerce same-store sales growth of 10% to 12%. Management expects earnings in the range of $1.55-$1.65 per share, including an estimated 6-cent benefit from tariff refunds.Boot Barn expects second-quarter merchandise margin between $297 million and $302 million, or approximately 51.8% of sales, up 140 basis points year over year. The outlook includes an estimated $2.4 million benefit from tariff refunds. Gross profit is projected in the range of $208-$213 million, implying about 36.3%-36.6% of sales.Management noted that consolidated same-store sales were approximately flat during the first four weeks of the second quarter. The moderation reflected fewer Western lifestyle stadium events and concerts, along with temporary traffic disruptions tied to World Cup broadcasts. Despite the softer July performance, management said the consumer remained healthy, reaffirmed confidence in its outlook for the balance of the year and maintained that Boot Barn was well positioned to deliver another year of profitable growth.Shares of this Zacks Rank #3 (Hold) company have fallen 12% over the past three months against the industry’s rise of 4.5%. Genesco Inc. GCO, a retailer and wholesaler of footwear, apparel, and accessories, flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actuals. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.Designer Brands Inc. DBI, one of the world's largest designers, producers, and retailers of footwear and accessories, currently carries a Zacks Rank #2 (Buy).The Zacks Consensus Estimate for Canada Goose’s current fiscal-year sales and earnings calls for growth of 0.5% and 137.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%.Deckers Outdoor Corporation DECK, a global leader in designing, marketing, and distributing innovative footwear, apparel and accessories, currently carries a Zacks Rank #2.The Zacks Consensus Estimate for Deckers’ current fiscal-year sales and earnings calls for growth of 7.9% and 6.7%, respectively, from the year-ago actuals. DECK delivered a trailing four-quarter average earnings surprise of 15.2%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Boot Barn Holdings, Inc. (BOOT) : Free Stock Analysis Report Deckers Outdoor Corporation (DECK) : Free Stock Analysis Report Genesco Inc. (GCO) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Upbound Group, Inc. UPBD reported second-quarter 2026 adjusted earnings of $1.07 per share, down 4.5% year over year and in line with the Zacks Consensus Estimate. Revenues increased 0.5% to $1.16 billion, surpassing the consensus mark by 0.1%.Second-quarter results reflected resilient execution despite a softer consumer spending environment. Brigit maintained strong subscriber and revenue growth, Acima continued to benefit from disciplined underwriting and improving credit trends, while Rent-A-Center delivered its third consecutive quarter of positive same-store sales. The company generated robust cash flow and strengthened its balance sheet. During the quarter, Rent-A-Center expanded its customer services by launching Amazon package pickup and return services at 1,500 stores nationwide, while Brigit entered into a partnership with Experian to enhance its financial wellness platform. However, citing softer consumer demand, management narrowed its fiscal 2026 revenue guidance while reaffirming the adjusted EBITDA and earnings per share outlook. Upbound Group, Inc. price-consensus-eps-surprise-chart | Upbound Group, Inc. Quote Operating profit increased to $54.3 million from $50.7 million in the year-ago quarter, while the operating margin expanded 30 basis points to 4.7%. Net earnings rose 39.4% year over year to $21.6 million, lifting the net profit margin to 1.9% from 1.3%.Adjusted EBITDA declined 4.6% year over year to $127 million, with the adjusted EBITDA margin contracting 60 basis points to 10.9%. Earnings per share improved to 37 cents from 26 cents in the prior-year quarter. Brigit continued to drive Upbound’s digital expansion with strong subscriber growth and higher monetization. Segment revenues increased 37.1% year over year to $71.1 million and topped the Zacks Consensus Estimate of $65 million. Paying subscribers climbed 30.2% year over year to 1.72 million, while average monthly revenue per user (ARPU) rose 6.3% to $14.30, supported by greater adoption of Brigit’s Premium subscription tier, stronger marketplace engagement and higher expedited transfer revenues. However, the net advance loss rate increased 100 basis points to 3.6%.The segment remained profitable despite higher credit costs. Brigit generated net earnings of $7.5 million, representing a 10.6% net profit margin. Adjusted EBITDA totaled $11.8 million, with an adjusted EBITDA margin of 16.6%. Acima delivered resilient profitability despite softer demand and continued underwriting discipline. Segment revenues declined 2.5% year over year to $603.5 million, while gross merchandise volume decreased 10.7% to $466.2 million. The Zacks Consensus Estimate for the Acima segment’s revenues was pegged at $594 million for the quarter. Acima's lease charge-off rate declined 50 basis points year over year to 8.8%. The segment generated net earnings of $73.4 million, down 10.4% year over year. The net profit margin declined 100 basis points year over year to 12.2%. Adjusted EBITDA increased 5.1% year over year to $98 million, with the adjusted EBITDA margin expanding 117 basis points to 16.2%. Rent-A-Center continued to post positive comparable sales despite modest revenue pressure. Company-owned same-store sales increased 1.6% year over year, while average portfolio value per store rose 4% to approximately $81,000. Segment revenues edged down 0.2% year over year to $466.4 million. The Zacks Consensus Estimate for the Rent-A-Center segment’s revenues was pegged at $464 million for the quarter.Profitability moderated from the prior-year period. Net earnings declined 13.2% year over year to $54.7 million, while adjusted EBITDA decreased 7.6% to $63.2 million. Lease charge-offs for company-owned stores increased 30 basis points year over year to 5%. The Mexico segment continued to deliver strong growth, with revenues increasing 14.4% year over year to $22.4 million and beating the consensus estimate of $20.2 million. Adjusted EBITDA was $0.4 million in the second quarter. The company ended the second quarter of 2026 with cash and cash equivalents of $105.3 million compared with $106.8 million in the year-ago quarter. Net debt was $1.33 billion at the end of the second quarter.Net cash provided by operating activities totaled $123.3 million in the second quarter compared with $26.1 million in the prior-year period. Free cash flow improved significantly to $84 million. Capital expenditures were $15.5 million, while dividend payments totaled $22.9 million.Management highlighted continued deleveraging and robust liquidity. Liquidity stood at approximately $487 million at quarter-end, while the net leverage ratio improved to 2.6x from 2.9x at fiscal 2025-end, moving closer to the company's long-term target of 2x. UPBD also maintained its quarterly dividend at 39 cents per share, or $1.56 annualized, while continuing to prioritize debt reduction, investments in the business and shareholder returns. Upbound reaffirmed its fiscal 2026 adjusted EBITDA and earnings guidance while narrowing the revenue outlook to reflect softer consumer demand. The company now expects fiscal 2026 revenues of $4.70-$4.85 billion compared with its prior outlook of $4.70-$4.95 billion. It continues to expect adjusted EBITDA of $500-$535 million and adjusted earnings per share of $4.00-$4.35.For the third quarter of fiscal 2026, management projects revenues to be in the range of $1.05-$1.15 billion. Adjusted EBITDA is expected in the range of $105-$115 million, while adjusted earnings per share are anticipated between 85 cents and 95 cents.Management said it remains focused on reinforcing underwriting discipline while investing in artificial intelligence, shared data platforms and a more connected, personalized customer experience to improve operating efficiency and support long-term profitable growth. The company reiterated its capital allocation priorities of investing in the business, strengthening the balance sheet and returning capital to shareholders while maintaining financial flexibility. UPBD Stock Past Three-Month Performance Image Source: Zacks Investment Research Shares of this Zacks Rank #3 (Hold) company have risen 11.5% over the past three months mostly in line with the industry’s growth. Genesco Inc. GCO is a Nashville-based specialty retailer and branded company. It sells footwear and accessories through retail stores. The company sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actuals. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.Tilly's, Inc. TLYS is a specialty retailer in the action sports industry selling clothing, shoes and accessories. The company also flaunts a Zacks Rank #1 at present. The Zacks Consensus Estimate for Tilly's current fiscal-year sales indicates growth of 4.9% from the year-ago actuals. TLYS delivered a trailing four-quarter average earnings surprise of 155.3%. Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #2 (Buy).The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales implies growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Upbound Group, Inc. (UPBD) : Free Stock Analysis Report Genesco Inc. (GCO) : Free Stock Analysis Report Tilly's, Inc. (TLYS) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research