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Side-by-side financial comparison of Barnes & Noble Education, Inc. (BNED) and GENESCO INC (GCO). Click either name above to swap in a different company.
GENESCO INC is the larger business by last-quarter revenue ($616.2M vs $598.2M, roughly 1.0× Barnes & Noble Education, Inc.). Barnes & Noble Education, Inc. runs the higher net margin — 4.2% vs 0.9%, a 3.3% gap on every dollar of revenue. On growth, Barnes & Noble Education, Inc. posted the faster year-over-year revenue change (6.9% vs 3.3%). Barnes & Noble Education, Inc. produced more free cash flow last quarter ($61.9M vs $-31.5M). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs -8.7%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
Genesco Inc. is an American publicly owned specialty retailer of branded footwear and accessories and is a wholesaler of branded and licensed footwear based in Nashville, Tennessee. Founded back in 1924 as Jarman Shoe Company, a footwear manufacturer, the company changed its name to General Shoe Corporation in 1933, and became a public company in 1939. By 1957, its stock would be included in the first S&P 500 Index. The company took its current name, Genesco—an acronym derived from its earlie...
BNED vs GCO — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.2M | $616.2M |
| Net Profit | $25.0M | $5.4M |
| Gross Margin | 21.7% | 46.8% |
| Operating Margin | 6.8% | 1.4% |
| Net Margin | 4.2% | 0.9% |
| Revenue YoY | 6.9% | 3.3% |
| Net Profit YoY | -49.7% | 128.3% |
| EPS (diluted) | $0.72 | $0.50 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $598.2M | $616.2M | ||
| Q3 25 | $274.2M | $546.0M | ||
| Q2 25 | $233.0M | $474.0M | ||
| Q1 25 | $419.7M | $745.9M | ||
| Q4 24 | $559.7M | $596.3M | ||
| Q3 24 | $250.9M | $525.2M | ||
| Q2 24 | $192.7M | $457.6M | ||
| Q1 24 | $415.4M | $739.0M |
| Q4 25 | $25.0M | $5.4M | ||
| Q3 25 | $-18.3M | $-18.5M | ||
| Q2 25 | $-23.0M | $-21.2M | ||
| Q1 25 | $17.9M | $34.4M | ||
| Q4 24 | $43.2M | $-18.9M | ||
| Q3 24 | $-103.9M | $-10.0M | ||
| Q2 24 | $-41.9M | $-24.3M | ||
| Q1 24 | $-9.3M | $27.2M |
| Q4 25 | 21.7% | 46.8% | ||
| Q3 25 | 20.2% | 45.8% | ||
| Q2 25 | 30.3% | 46.7% | ||
| Q1 25 | 22.3% | 46.9% | ||
| Q4 24 | 23.0% | 47.8% | ||
| Q3 24 | 17.9% | 46.8% | ||
| Q2 24 | 28.7% | 47.3% | ||
| Q1 24 | 24.2% | 46.3% |
| Q4 25 | 6.8% | 1.4% | ||
| Q3 25 | -8.4% | -2.6% | ||
| Q2 25 | -4.9% | -5.9% | ||
| Q1 25 | 4.5% | 6.2% | ||
| Q4 24 | 8.4% | 1.7% | ||
| Q3 24 | -15.4% | -2.0% | ||
| Q2 24 | -16.3% | -7.0% | ||
| Q1 24 | 0.4% | 5.0% |
| Q4 25 | 4.2% | 0.9% | ||
| Q3 25 | -6.7% | -3.4% | ||
| Q2 25 | -9.9% | -4.5% | ||
| Q1 25 | 4.3% | 4.6% | ||
| Q4 24 | 7.7% | -3.2% | ||
| Q3 24 | -41.4% | -1.9% | ||
| Q2 24 | -21.7% | -5.3% | ||
| Q1 24 | -2.2% | 3.7% |
| Q4 25 | $0.72 | $0.50 | ||
| Q3 25 | $-0.54 | $-1.79 | ||
| Q2 25 | $2.97 | $-2.02 | ||
| Q1 25 | $0.59 | $3.16 | ||
| Q4 24 | $1.63 | $-1.76 | ||
| Q3 24 | $-7.69 | $-0.91 | ||
| Q2 24 | $-15.68 | $-2.23 | ||
| Q1 24 | $-3.49 | $2.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $11.7M | $27.0M |
| Total DebtLower is stronger | $122.5M | $89.5M |
| Stockholders' EquityBook value | $283.2M | $513.8M |
| Total Assets | $1.1B | $1.5B |
| Debt / EquityLower = less leverage | 0.43× | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.7M | $27.0M | ||
| Q3 25 | $7.3M | $41.0M | ||
| Q2 25 | $9.1M | $21.7M | ||
| Q1 25 | $9.2M | $34.0M | ||
| Q4 24 | $11.6M | $33.6M | ||
| Q3 24 | $8.2M | $45.9M | ||
| Q2 24 | $10.5M | $19.2M | ||
| Q1 24 | $8.1M | $35.2M |
| Q4 25 | $122.5M | $89.5M | ||
| Q3 25 | $170.0M | $71.0M | ||
| Q2 25 | $103.1M | $121.0M | ||
| Q1 25 | $141.2M | $0 | ||
| Q4 24 | $177.6M | $100.1M | ||
| Q3 24 | $221.9M | $77.8M | ||
| Q2 24 | $196.3M | $59.4M | ||
| Q1 24 | $30.2M | $34.7M |
| Q4 25 | $283.2M | $513.8M | ||
| Q3 25 | $256.5M | $506.4M | ||
| Q2 25 | $272.2M | $522.2M | ||
| Q1 25 | $292.9M | $547.0M | ||
| Q4 24 | $211.4M | $516.9M | ||
| Q3 24 | $149.8M | $532.6M | ||
| Q2 24 | $80.4M | $548.5M | ||
| Q1 24 | $121.5M | $571.2M |
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $950.8M | $1.4B | ||
| Q2 25 | $790.3M | $1.4B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $973.2M | $1.4B | ||
| Q2 24 | $909.9M | $1.3B | ||
| Q1 24 | $1.2B | $1.3B |
| Q4 25 | 0.43× | 0.17× | ||
| Q3 25 | 0.66× | 0.14× | ||
| Q2 25 | 0.38× | 0.23× | ||
| Q1 25 | 0.48× | 0.00× | ||
| Q4 24 | 0.84× | 0.19× | ||
| Q3 24 | 1.48× | 0.15× | ||
| Q2 24 | 2.44× | 0.11× | ||
| Q1 24 | 0.25× | 0.06× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $66.2M | $-12.9M |
| Free Cash FlowOCF − Capex | $61.9M | $-31.5M |
| FCF MarginFCF / Revenue | 10.4% | -5.1% |
| Capex IntensityCapex / Revenue | 0.7% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.65× | -2.41× |
| TTM Free Cash FlowTrailing 4 quarters | $-4.6M | $23.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.2M | $-12.9M | ||
| Q3 25 | $-67.6M | $86.3M | ||
| Q2 25 | $52.6M | $-101.0M | ||
| Q1 25 | $-41.9M | $117.0M | ||
| Q4 24 | $47.4M | $-23.1M | ||
| Q3 24 | $-143.5M | $27.7M | ||
| Q2 24 | $81.7M | $-33.7M | ||
| Q1 24 | $-35.8M | $118.3M |
| Q4 25 | $61.9M | $-31.5M | ||
| Q3 25 | $-71.3M | $71.7M | ||
| Q2 25 | $49.5M | $-119.9M | ||
| Q1 25 | $-44.7M | $103.3M | ||
| Q4 24 | $44.4M | $-36.2M | ||
| Q3 24 | $-147.5M | $19.8M | ||
| Q2 24 | $79.1M | $-40.1M | ||
| Q1 24 | $-39.0M | $107.8M |
| Q4 25 | 10.4% | -5.1% | ||
| Q3 25 | -26.0% | 13.1% | ||
| Q2 25 | 21.3% | -25.3% | ||
| Q1 25 | -10.7% | 13.8% | ||
| Q4 24 | 7.9% | -6.1% | ||
| Q3 24 | -58.8% | 3.8% | ||
| Q2 24 | 41.1% | -8.8% | ||
| Q1 24 | -9.4% | 14.6% |
| Q4 25 | 0.7% | 3.0% | ||
| Q3 25 | 1.4% | 2.7% | ||
| Q2 25 | 1.3% | 4.0% | ||
| Q1 25 | 0.7% | 1.8% | ||
| Q4 24 | 0.5% | 2.2% | ||
| Q3 24 | 1.6% | 1.5% | ||
| Q2 24 | 1.4% | 1.4% | ||
| Q1 24 | 0.8% | 1.4% |
| Q4 25 | 2.65× | -2.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -2.34× | 3.40× | ||
| Q4 24 | 1.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 4.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNED
| Course Materials Product | $459.3M | 77% |
| General Merchandise Product | $112.9M | 19% |
| Serviceand Other | $26.1M | 4% |
GCO
| Journeys Group Segment | $376.7M | 61% |
| Schuh Group Segment | $123.8M | 20% |
| Johnston And Murphy Group Segment | $81.2M | 13% |
| Genesco Brands Segment | $34.6M | 6% |
| Store Restructuring | $3.9M | 1% |
