Slide 1: FY26 Q2 Genesco Summary Results
FY26 Q2 GENESCO Summary Results • August 28, 2025
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements, including those regarding future sales, earnings, operating income, gross margins, expenses, capital expenditures, depreciation and amortization, tax rates, store openings and closures, cost reductions, and all other statem
Slide 3: Non-GAAP Financial Measures
Non-GAAP • Financial Measures We report consolidated financial results in accordance with generally accepted accounting principles (“GAAP”). However, to supplement these consolidated financial results our presentation includes certain non-GAAP financial measures such as earnings (loss) and earnings
Slide 4: Q2 FY26 Financial Snapshot
Q2 FY26 Financial Snapshot SALES COMPS GROSS MARGIN $546M Stores +4% E-commerce Journeys 45.8% Up 4% vs Q2 FY2025 with Down 100 bps vs Q2 FY2025 e-commerce 22% of retail sales +5% +1% +9% SG&A GAAP OI GAAP EPS $264M ($14.4M) ($1.79) Non-GAAP OI Non-GAAP EPS 48.4% of sales and 20 bps leverage vs Q2 F
Slide 5: Q2 FY26 Highlights
Q2 FY26 • Highlights ▪ Positive comps fueled both top and bottom-line results above expectations ▪ Overall comps grew 4%, marking the fourth consecutive quarter of positive comps for the company and for Journeys with 9% comp growth in the second quarter ▪ Both store and digital channels posted posit
Slide 6: Our Footwear Focused Vision & Strategy
Our Footwear Focused Vision & Strategy OUR ASPIRATION HOW WE WILL ACHIEVE IT Create and curate leading footwear Build enduring relationships with our brands that represent style, innovation and target customers, grounded in unparalleled self-expression; be the destination for our consumer and market
Slide 7: Our Footwear Focused Vision & Strategy: Strategic Initiatives/Pillars
Our Footwear Focused Vision & Strategy Strategic Initiatives/Pillars OUR PLATFORMS ENABLE THE STRATEGY UNITED BY DTC CAPABILITIES 1 2 3 4 5 6 PURSUE ACCELERATE MAXIMIZE DEEPEN INTENSIFY RESHAPE & GROWTH & DIGITAL PHYSICAL CONSUMER PRODUCT REINVEST ACQUISITIONS & DIGITAL INSIGHTS INNOVATION COST BASE
Slide 8: What is Journeys Strategic Growth Plan?
What is Journeys Strategic Growth Plan? Multi-Brand, multi-category offering to inspire the journey from one you to the next
Slide 9: Unique Consumer Positioning: Style-Led Footwear Destination
Unique Consumer Positioning There is white space in the market for Journeys to expand its reach amongst teens with a sharp focus on females STYLE-LED FOOTWEAR DESTINATION
Slide 10: Expand Consumer Segmentation
Expand Consumer Segmentation We have sharpened our consumer focus, targeting three consumer segments reaching a wider teen audience. @ANTI-HERO @STYLECHASER @DYNAMICEXPLORER Independent What’s cool & fashionable Many different styles Heritage Journeys consumer More mainstream What’s new & next Self-
Slide 11: Key Strategies
Key Strategies Diversify Our Footwear Leadership Invest In Our Journeys Brand Elevate Our Customer Experience
Slide 12: Unique Consumer Positioning
Unique Consumer Positioning Elevate our product to lead across multi-categories Evolve the assortment to become a leading footwear destination and create sustainable growth. • Strengthen strategic partnership with lead brands • Build athletic as third pillar of assortment with casual & canvas • Shar
Slide 13: Invest In The Journeys Brand
Invest In The Journeys Brand Evolve the marketing strategy to engage teen consumer target Reenergize the Journeys brand, making it the ultimate destination for discovery to reach and excite the next generation of fans FROM TO House of brands Branded house Singular focus on Anti-Hero Expanded segment
Slide 14: Elevate Our Customer Experience
Elevate Our Customer Experience • Refresh our consumer touch points to fuel discovery • 4.0 – Next generation store concept to support our strategy Store Website Social • All serving our consumer segments and new consumers • All delivering on our premium style led footwear destination • 4.0 stores:
Slide 15: Financials
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Slide 16: Q2 FY26 Key Earnings Highlights
Q2 FY26 • Key Earnings Highlights Quarter 2 Quarter 2 August 2, 2025 August 3, 2024 Total Sales Change 4% flat Total Comparable Sales 4% -2% Journeys Group 9% -1% Schuh Group -4% -2% Johnston & Murphy Group 1% -5% Same Store Sales 5% -4% Comparable E-commerce Sales 1% 8% Gross Margin % 45.8% 46.8% S
Slide 17: 6mos FY26 Key Earnings Highlights
6mos FY26 • Key Earnings Highlights Six Months Ended Six Months Ended August 2, 2025 August 3, 2024 Total Sales Change 4% -2% Total Comparable Sales 5% -3% Journeys Group 9% -3% Schuh Group -2% -4% Johnston & Murphy Group 0% -4% Same Store Sales 5% -6% Comparable E-commerce Sales 4% 6% Gross Margin
Slide 18: Q2 FY26 Capital Allocation Snapshot
Q2 FY26 Capital Allocation Snapshot TOTAL LIQUIDITY INVENTORY CAPITAL EXPENDITURES ~$322M $501M $15M Liquidity is comprised of +11% vs Q2 FY2025 ~80% allocated to stores cash and borrowing available ~20% to other under bank facilities SHARE REPURCHASES STORE COUNT JOURNEYS 4.0 $0M 1,253 18 $30M rema
Slide 19: FY26 Strong Digital Growth
FY26 • Strong Digital Growth Quarter 2 Trailing 12 months(1) $500 $600 $549 $495 11% $500 $400 $400 $ in Millions $ in Millions $300 $300 $200 $200 $107 $111 4% $100 $100 31% $- 25% $- FY25 FY26 FY25 FY26 % of Retail Sales (2) 22% 22% 24% 25% (1) 52-week period for trailing twelve months ended Augus
Slide 20: Q2 FY26 Sales by Segment
Q2 FY26 Journeys Schuh Sales by Johnston & Murphy Group Genesco Brands Group Segment 23% 13% 6% 58% Q2 FY26 Net Sales $546.0 Million
Slide 21: Q2 & Proj 12 mos FY26 Retail Store Summary
Q2 & Proj 12 mos FY26 • Retail Store Summary May 3, Aug. 2, Q2 FY26 2025 Open Close 2025 Journeys Group 989 4 9 984 Schuh Group 121 1 2 120 Johnston & Murphy Group 146 4 1 149 Total Stores 1,256 9 12 1,253 Feb. 1, Jan. 31, Projected 12 mos FY26 2025 Open Close 2026 Journeys Group 1,006 8 53 961 Schu
Slide 22: FY26 Outlook
FY26 • Outlook (1) Reiterates FY26 EPS Outlook, Raises Sales: Non-GAAP EPS $1.30 to $1.70 per share (includes current tariff impact) up 3% to 4% Total Sales vs. FY2025 (vs. previous up 1% to 2%) up 4% to 5% Comparable Sales (vs. previous up 2% to 3%) down 50 to 60 basis points Gross Margin vs. FY202
Slide 23: Appendix
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Slide 24: Q2 FY26 Adjusted Operating Income (Loss) Statement
Q2 FY26 • Adjusted Operating Income (Loss) Statement (1) Quarter 2 August 2, 2025 August 3, 2024 Oper Inc Adj Oper Oper Inc Adj Oper In Thousands (Loss) Adjust Inc (Loss) (Loss) Adjust Inc (Loss) Journeys Group $ (4,999) $ - $ (4,999) $ (11,151) $ - $ (11,151) Schuh Group (11) - (11) 7,339 - 7,339 J
Slide 25: 6mos FY26 Adjusted Operating Income (Loss) Statement
6mos FY26 • Adjusted Operating Income (Loss) Statement (1) Six Months Ended August 2, 2025 August 3, 2024 Oper Inc Adj Oper Oper Inc Adj Oper In Thousands (Loss) Adjust Inc (Loss) (Loss) Adjust Inc (Loss) Journeys Group $ (20,282) $ - $ (20,282) $ (29,973) $ - $ (29,973) Schuh Group (6,142) - (6,142
Slide 26: Q2 FY26 Non-GAAP Reconciliation
Q2 FY26 • Non-GAAP Reconciliation Quarter 2 August 2, 2025 August 3, 2024 Net of Per Share Net of Per Share In Thousands (except per share amounts) Pretax Tax Amounts Pretax Tax Amounts Loss from continuing operations, as reported $ (18,456) $ (1.79) $ (9,929) $ (0.91) Gross margin adjustment: Charg
Slide 27: 6mos FY26 Non-GAAP Reconciliation
6mos FY26 • Non-GAAP Reconciliation Six Months Ended August 2, 2025 August 3, 2024 Net of Per Share Net of Per Share In Thousands (except per share amounts) Pretax Tax Amounts Pretax Tax Amounts Loss from continuing operations, as reported $ (39,668) $ (3.82) $ (34,217) $ (3.13) Gross margin adjustm
Slide 28: Q2 FY26 Adjusted Gross Margin
Q2 FY26 • Adjusted Gross Margin Quarter 2 In Thousands August 2, 2025 August 3, 2024 Gross margin, as reported $ 249,949 $ 245,639 % of sales 45.8% 46.8% Charges related to distribution model transition - 169 Total adjustments - 169 Adjusted gross margin $ 249,949 $ 245,808 % of sales 45.8% 46.8%
Slide 29: 6mos FY26 Adjusted Gross Margin
6mos FY26 • Adjusted Gross Margin Six Months Ended In Thousands August 2, 2025 August 3, 2024 Gross margin, as reported $ 471,130 $ 461,920 % of sales 46.2% 47.0% Charges related to distribution model transition - 1,750 Total adjustments - 1,750 Adjusted gross margin $ 471,130 $ 463,670 % of sales 4
Slide 30: FY26 Q2 Genesco Summary Results
FY26 Q2 GENESCO Summary Results • August 28, 2025