Genesco Inc sees $248,758 stock sale by Pleasant Lake Partners

Published 31/03/2025, 23:58
Genesco Inc sees $248,758 stock sale by Pleasant Lake Partners

In a recent transaction involving Genesco Inc (NYSE:GCO), Pleasant Lake Partners LLC sold 12,000 shares of the company’s common stock. The shares were sold at an average price of $20.7299 each, amounting to a total transaction value of $248,758. The transaction comes as Genesco’s stock trades near its 52-week low of $20.09, having declined over 50% year-to-date. According to InvestingPro analysis, the stock appears undervalued at its current market cap of $234 million. Following this sale, the reporting entities, which include Pleasant Lake Partners LLC, PLP Funds Master Fund LP, and Fund 1 Investments, LLC, collectively own 1,097,850 shares.

Additionally, the reporting parties acquired economic exposure to 10,000 shares through a cash-settled total return swap agreement with an unaffiliated third party. This agreement was executed at a price of $22.4832 per share, providing economic results comparable to ownership without the voting rights or direct control over the shares. The swap agreements are set to expire on February 14, 2028, with automatic extensions unless otherwise notified by either party.

These transactions reflect the ongoing investment strategies and adjustments by the involved entities, which are significant shareholders in Genesco Inc. Technical indicators from InvestingPro suggest the stock is currently in oversold territory, with analysts projecting a return to profitability this year.

In other recent news, Genesco Inc. announced its fourth-quarter earnings for fiscal year 2025, which fell short of expectations. The company reported earnings per share (EPS) of $3.26, missing the forecasted $3.30, and revenue of $746 million, which also did not meet the anticipated $780.43 million. Despite a 10% year-over-year revenue increase, the market reacted negatively to the earnings miss. Genesco ended the fiscal year with a positive net cash position and $103 million in free cash flow. The company projected overall comparable sales growth of 2-4% for fiscal 2026, with total sales expected to remain flat or increase by up to 1%. Additionally, Genesco plans capital expenditures between $50 million and $65 million, focusing on remodeling 70 Journeys stores. CEO Mimi Vaughn expressed optimism about the company’s strategic growth initiatives, particularly for the Journeys brand. The company also faces challenges such as a "choppy" consumer environment and margin pressures expected in the first quarter of fiscal 2026.

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