Genesco Inc. · NYSE:GCO

Genesco — Q4 FY2026 Earnings Presentation

33 slides from Genesco's earnings presentation, Mar 6, 2026

  1. Slide 1: FY26 Q4 Genesco Summary Results

    FY26 Q4 GENESCO Summary Results • March 6, 2026 Exhibit 99.2

  2. 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

  3. Slide 3: 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 (loss) per share and operating

  4. Slide 4: Q4 FY26 Financial Snapshot

    Q4 FY26 Financial Snapshot SALES $800M Up 7% vs Q4 FY2025 with e-commerce 31% of retail sales SG&A $312M 39.1% of sales and 140 bps leverage vs Q4 FY2025 COMPS +9% Stores E-commerce Journeys +9% +8% +12% GAAP EPS $4.43 Non-GAAP EPS $3.74 GAAP OI $51.3M Non-GAAP OI $55.9M GAAP GROSS MARGIN 45.9% Down

  5. Slide 5: 12mos FY26 Financial Snapshot

    12mos FY26 Financial Snapshot SALES $2.4B Up 5% vs FY2025 with e-commerce 25% of retail sales SG&A $1.1B 45.2% of sales and 120 bps leverage vs FY2025 COMPS +6% Stores E-commerce Journeys +6% +4% +9% GAAP EPS $1.25 Non-GAAP EPS $1.45 GAAP OI $17.3M Non-GAAP OI $26.6M GROSS MARGIN 46.3% Down 90 bps v

  6. Slide 6: Q4 & FY26 Highlights

    Q4 Strongest quarterly comp performance of the year The sixth consecutive quarter of positive comps, with overall comp growth of 9% and Journeys comps of 12% for the quarter on top of double-digit comps last year Stores continued positive growth with comps up 9% for the quarter and e-commerce comps

  7. Slide 7: Footwear First Strategy

    Footwear First Strategy We unite footwear-led brands that inspire consumers with elevated, on-trend style

  8. Slide 8: What We Do

    What We Do Footwear is what we know, and our brands are where we win. By combining winning assortments, distinctive brands, and exceptional customer experiences, we attract more customers and create loyalty. Our people are our advantage. We have the teams, the skills, and the drive for success.

  9. Slide 9: Growth Drivers Powered by Performance

    Growth Drivers Powered by Performance 1 2 3 Curate & Create Winning Product We focus on having the right footwear, in the right styles, all the time. Elevate Distinct Brands We activate brands with unique stories, product, and experiences to be top of mind for our customers. Create Exceptional Exper

  10. Slide 10: 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

  11. Slide 11: Unique Consumer Positioning

    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

  12. Slide 12: Target Consumer Segments

    Our three consumer segments reach a wider teen audience with a more intentional focus Target Consumer Segments @STYLECHASER What’s cool & fashionable More mainstream Later trend adopters @ANTI-HERO Independent Heritage Journeys consumer Self-expression @DYNAMICEXPLORER Many different styles What’s n

  13. Slide 13: Journeys Strategies Overview

    STRATEGIES DIVERSIFY OUR FOOTWEAR LEADERSHIP BUILD OUR BRAND RE-IMAGINE OUR STORE FLEET DRIVE DIGITAL EVOLUTION UNLOCK THE POWER OF OUR PEOPLE

  14. Slide 14: Diversify Our Footwear Leadership

    DIVERSIFY OUR FOOTWEAR LEADERSHIP STRATEGIES Lead with Her Elevate & Diversify the Assortment Extend Key Franchise Leadership Drive Newness and Trend Leadership ASP Increases

  15. Slide 15: Build Our Brand

    BUILD OUR BRAND STRATEGIES Life on Loud and New Creative Concept for BTS and Holiday Invest in Journeys Brand Presence for Greater Awareness Elevate Editorial Content and Trend Positioning Expand Brand Activation Launch Community Platform

  16. Slide 16: Re-imagine Our Store Fleet

    STRATEGIES Double 4.0 Store Count Pursue Targeted Expansions & Relocations Strengthen Key Markets Test Journeys Kidz 4.0 Concept RE-IMAGINE OUR STORE FLEET

  17. Slide 17: Drive Digital Evolution

    STRATEGIES Improve Online Discoverability within Agentic Search Elevate the Site Experience Increase Customer Acquisition & Retention Including All-Access DRIVE DIGITAL EVOLUTION

  18. Slide 18: Genesco Brands Group

    | (ms | Genesco ‘| BRANDS GROUP:

  19. Slide 19: Q4 FY26 Key Earnings Highlights

    Q4 FY26 • Key Earnings Highlights

  20. Slide 20: 12mos FY26 Key Earnings Highlights

    12mos FY26 • Key Earnings Highlights

  21. Slide 21: Q4 FY26 Capital Allocation Snapshot

    Q4 FY26 Capital Allocation Snapshot TOTAL LIQUIDITY ~$437M Liquidity is comprised of cash and borrowing available under bank facilities INVENTORY $434M +2% vs Q4 FY2025 CAPITAL EXPENDITURES $10M ~60% allocated to stores ~40% to other STORE COUNT 1,236 6 15 Opened Closed SHARE REPURCHASES $0M $30M re

  22. Slide 22: Strong Digital Growth

    % of Retail Sales (1) 31% 25% 30% 31% 25% 25% 13% 6% FY26 • Strong Digital Growth (1) Retail sales represent combined store sales and e-commerce sales

  23. Slide 23: Q4 FY26 Sales by Segment

    Q4 FY26 Net Sales $799.9 Million Journeys Schuh Johnston & Murphy Group Genesco Brands Group Q4 FY26 Sales by Segment

  24. Slide 24: Q4 FY26 & Projected FY27 Retail Store Summary

    Q4 FY26 & Proj 12 mos FY27 • Retail Store Summary

  25. Slide 25: FY27 Outlook

    FY27 • Outlook (1) Additional color on anticipated sales growth by business which includes a reduction in sales of approx. $30 million due to net store closures: Journeys: Low-single digit percentage increase schuh: Mid-single digit percentage decrease with promotional reset Johnston & Murphy: Mid-s

  26. Slide 26: Little Burgundy

    ‘Little Burgundy —

  27. Slide 27: Q4 FY26 Adjusted Operating Income Statement

    Q4 FY26 • Adjusted Operating Income Statement (1)

  28. Slide 28: 12mos FY26 Adjusted Operating Income Statement

    12mos FY26 • Adjusted Operating Income Statement (1)

  29. Slide 29: Q4 FY26 Non-GAAP Reconciliation

    Q4 FY26 • Non-GAAP Reconciliation

  30. Slide 30: 12mos FY26 Non-GAAP Reconciliation

    12mos FY26 • Non-GAAP Reconciliation

  31. Slide 31: Q4 FY26 Adjusted Gross Margin

    Q4 FY26 • Adjusted Gross Margin

  32. Slide 32: 12mos FY26 Adjusted Gross Margin

    12mos FY26 • Adjusted Gross Margin

  33. Slide 33: FY26 Q4 Genesco Summary Results

    FY26 Q4 GENESCO Summary Results • March 6, 2026

Genesco — Q4 FY2026 Earnings Presentation on 6ix