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Caleres, Inc.

Caleres, Inc.

NYSE•CAL
CEO: Ms. Diane M. Sullivan
Sector: Consumer Cyclical
Industry: Apparel - Footwear & Accessories
Listing Date: 1980-03-17
Caleres, Inc. engages in the retail and wholesale of footwear business in the United States, Canada, East Asia, and internationally. It operates through Famous Footwear and Brand Portfolio segments. The company offers licensed, branded, and private-label athletic, casual, and dress footwear products. The company provides brand name athletic, casual, and dress shoes, including Nike, Skechers, adidas, Vans, Crocs, Converse, Puma, Birkenstock, New Balance, Under Armour, Dr. Martens, Asics, Timberland, Bearpaw, Skechers, HeyDude, Franco Sarto, Rykä, Vince, Bzees, Veronica Beard, and Zodiac brands, as well as company-owned and licensed brands, such as LifeStride, Dr. Scholl's Shoes, Blowfish Malibu, and Naturalizer. The company also operates naturalizer.com, naturalizer.ca, vionicshoes.com, samedelman.com, samedelman.co.uk, allenedmonds.com, allenedmonds.ca, drschollsshoes.com, lifestride.com, francosarto.com, ryka.com, bzees.com, and zodiacshoes.com, as well as Vince.com, blowfishshoes.com, and veronicabeard.com websites. In addition, it designs, sources, manufactures, and markets footwear to retail stores, such as online retailers, national chains, department stores, mass merchandisers, and independent retailers. Further, the company wholesales men's footwear, apparel, leather goods, and accessories under the Allen Edmonds brand; footwear for women under LifeStride brand; Italian footwear Franco Sarto brand; athletic footwear for women under the Rykä brand; women's shoe collection under the Vince brand; women's footwear under the Bzees brand; and women's footwear collection under Veronica Beard brand. The company was formerly known as Brown Shoe Company, Inc. and changed its name to Caleres, Inc. in May 2015. Caleres, Inc. was founded in 1878 and is headquartered in Saint Louis, Missouri.
Contact Information
8300 Maryland Avenue, Saint Louis, MO, 63105, United States
314-854-4000
www.caleres.com
Market Cap
$468.43M
P/E (TTM)
21.8
31.1
Dividend Yield
2.0%
52W High
$24.48
52W Low
$9.54
52W Range
29%
Rank44Top 40.4%
4.1
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$790.05M+6.63%
4-Quarter Trend

EPS

$0.07-94.53%
4-Quarter Trend

FCF

$0.00+0.00%
4-Quarter Trend

2025 Q2 Earnings Highlights

Key Highlights

Stuart Weitzman Acquisition Closed Completed Stuart Weitzman acquisition for $120.2 M post-quarter end; strengthens Brand Portfolio segment presence.
Strong Liquidity Position Maintained Cash $191.5 M and excess credit availability $230.8 M as of August 2, 2025; funding acquisition via debt.
Credit Facility Capacity Increased Revolving credit facility increased aggregate availability to $700.0 M, extending maturity to June 27, 2030.

Risk Factors

Quarterly Sales Declined 3.6% Consolidated net sales fell $24.8 M for the quarter, driven by lower Famous Footwear traffic and demand.
Operating Earnings Severely Reduced Operating earnings dropped $33.2 M (78.2%) for the quarter due to margin compression and higher costs.
Gross Margin Declined 210 BPS Gross margin compressed 210 basis points to 43.4% due to inventory markdowns and higher freight costs.
Tariff Impact and Uncertainty Tariffs negatively impacted Brand Portfolio sales and margins; uncertainty surrounding trade policy poses ongoing risk.

Outlook

SG&A Reduction Initiatives Restructuring actions implemented in Q2 2025 are expected to reduce selling and administrative expenses by $15 M annualized.
FLAIR Store Concept Expansion Company continues evaluating stores for FLAIR conversion; 55 FLAIR stores operational, two more planned for H2 2025.
Weitzman Integration Starting Q3 Stuart Weitzman financial results will be included in the Brand Portfolio segment beginning in the third quarter of 2025.

Peer Comparison

Revenue (TTM)

Caleres, Inc.CAL
$2.70B
-2.8%
Polestar Automotive Holding UK PLCPSNY
$2.55B
+23.5%
Shoe Carnival, Inc.SCVL
$1.14B
-6.2%

Gross Margin (Latest Quarter)

Caleres, Inc.CAL
41.8%
-2.4pp
Weyco Group, Inc.WEYS
40.7%
-3.5pp
Portillo's Inc.PTLO
40.5%
+19.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
PSNY$897.16M-0.459.8%155.0%
SCVL$523.12M9.08.7%30.9%
DIN$500.76M14.1-15.8%91.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
7.3%
Steady Growth
4Q Net Income CAGR
-22.6%
Declining Profitability
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Next earnings:Mar 18, 2026
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EPS:-
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Nov 1, 2025|Filed: Dec 11, 2025|
    Revenue: $790.05M+6.6%
    |
    EPS: $0.07-94.5%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Aug 2, 2025|Filed: Sep 9, 2025|
    Revenue: $658.52M-3.6%
    |
    EPS: $0.20-76.5%
    Miss
  • Form 10-Q - Q1 2025

    Period End: May 3, 2025|Filed: Jun 10, 2025|
    Revenue: $614.22M-6.8%
    |
    EPS: $0.21-76.1%
    Miss
  • Form 10-K - FY 2024

    Period End: Feb 1, 2025|Filed: Apr 1, 2025|
    Revenue: $2.72B-3.4%
    |
    EPS: $3.10-35.4%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Nov 2, 2024|Filed: Dec 11, 2024|
    Revenue: $740.94M-2.8%
    |
    EPS: $1.28-3.0%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Aug 3, 2024|Filed: Sep 12, 2024|
    Revenue: $683.32M-1.8%
    |
    EPS: $0.85-10.5%
    Miss
  • Form 10-Q - Q1 2024

    Period End: May 4, 2024|Filed: Jun 11, 2024|
    Revenue: $659.20M-0.5%
    |
    EPS: $0.88-9.3%
    Meet
  • Form 10-K - FY 2023

    Period End: Feb 3, 2024|Filed: Apr 2, 2024|
    Revenue: $2.82B-5.1%
    |
    EPS: $4.80-3.6%
    Beat