Bradley Radoff and Jumana Capital Form Group with 7.6% Activist Stake in Genesco Inc.

On April 15, 2026, Bradley L. Radoff, Jumana Capital Investments LLC, and Christopher R. Martin filed a Schedule 13D reporting a collective 7.6% stake in Genesco Inc. (GCO). The reporting group holds an aggregate of 830,000 shares, with Mr. Radoff directly owning 400,000 shares (3.7%) and Jumana Capital owning 430,000 shares (4.0%). The group was formed via a Group Agreement dated April 15, 2026, to coordinate activities and share expenses. The filers expressed their belief that Genesco's shares are currently undervalued, representing an attractive investment opportunity. They intend to engage constructively with the Issuer's Board of Directors and management regarding value-unlocking initiatives, which may include potential changes to Board composition. The reporting persons may also explore proposals concerning capital allocation, ownership structure, or a potential sale of the company. Purchases were funded through personal funds for Mr. Radoff (approx. $11.1 million) and working capital for Jumana Capital (approx. $12.9 million). The filing follows a series of open-market purchases conducted throughout March and early April 2026.