GCO Earnings

GCO reported its FY2026Q3 earnings on 2025-12-04, showcasing a revenue of 616.22M against an estimate of 617.70M, resulting in a -0.24% surprise. The EPS was 0.79, surpassing the expected 0.87 by -9.2% . The stock experienced a -30.84% price change on the earnings day and a -33.59% change over the next five days, reflecting market reactions to the results.

Following GCO's FY2026Q3 earnings announcement on 2025-12-04, the stock price moved by -30.84% on the day of the release. Over the subsequent five days, it saw a -33.59% change. Historically, GCO's stock price tends to shift by an average of +5.41% in the 10 days leading up to earnings and +0.26% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate GCO’s annual revenue to reach 736.20M, while the EPS is projected at 3.22. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -1.42% and EPS estimates Revise Downward by -4.28% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GCO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -1.42%, while EPS estimates moved Revise Downward by -4.28% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GCO's stock price typically moves by +5.41% in the 10 days before its earnings and +0.26% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 3.22 and revenue of 736.20M.

The earnings call and Q&A provide a generally positive outlook. Adjusted operating income and EPS have improved year-over-year, and free cash flow has increased. Journeys and the 4.0 stores show strong performance, and the introduction of Nike is promising. Despite some margin pressures and inventory increases, the strategic initiatives such as brand diversification and marketing shifts are positive. The sentiment in the Q&A is mostly optimistic, with robust sales expected during peak periods. The lack of specific guidance is a minor concern but doesn't outweigh the positive indicators.