Caleres Earnings Report Shows Mixed Sales Growth and Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy CAL?
Source: Yahoo Finance
- Sales Growth Highlights: Caleres reported revenue of $695.1 million, an 8.7% year-over-year increase, with brand portfolio sales growing organically by 1.5% and overall growth including Stuart Weitzman at 20.3%, indicating successful brand integration and strong market demand.
- Famous Footwear Underperformance: Despite a slight 0.1% increase in comparable sales, Famous Footwear's overall sales decreased by 1.2%, reflecting challenges in store performance that could impact future market share and profitability.
- Slight Margin Decline: The company's overall gross margin stood at 42.9%, down 10 basis points from the previous year, primarily due to lower margins in the brand portfolio segment, highlighting pressures on cost control and pricing strategies.
- Operating Loss and Rising Expenses: The quarter saw an operating loss of $11.6 million with an operating margin of negative 1.7%, while SG&A expenses rose by 18.3%, mainly due to costs associated with Stuart Weitzman, potentially affecting the company's financial health and investor confidence.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CAL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CAL
Wall Street analysts forecast CAL stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 11.010
Low
18.00
Averages
18.00
High
18.00
Current: 11.010
Low
18.00
Averages
18.00
High
18.00
About CAL
Caleres, Inc. is a global footwear company. The Company offers a portfolio of global footwear brands that includes Famous Footwear, Sam Edelman, Stuart Weitzman, Allen Edmonds, Naturalizer, Vionic, and more. Its products are available virtually in the nearly 1,000 retail stores it operates, in major department and specialty stores, on its branded e-commerce sites, and on many additional third-party retail platforms. Its Famous Footwear segment is comprised of its Famous Footwear retail stores, famousfootwear.com and famousfootwear.ca. Its Brand Portfolio segment offers retailers and consumers a carefully cultivated portfolio of brands. This segment is comprised of wholesale operations that designs, develops, sources, manufactures, markets and distributes branded, licensed and private-label footwear primarily to online retailers, national chains, department stores, independent retailers and mass merchandisers, as well as Company-owned stores and e-commerce businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Dr. Scholl's and Wrangler Launch Limited Edition Collaboration
- Limited Edition Collaboration: Dr. Scholl's and Wrangler have launched a limited edition collection featuring five classic shoe styles and a denim leather jacket, priced between $80 and $200, aimed at consumers seeking comfort and style.
- Classic Styles Reimagined: The collection includes reimagined versions of the Original Sandal and Time Off Max Sneaker, blending Wrangler's Western aesthetics with Dr. Scholl's comfort, catering to modern consumers' nostalgia for retro fashion.
- Precise Market Positioning: With the festival season approaching, this collaboration arrives at a time when nostalgia is trending, as noted by Dr. Scholl's VP of Global Brand Marketing, providing consumers with a familiar yet stylish outfit option.
- Heritage Brand Legacy: Since its founding in 1924, Dr. Scholl's has focused on combining comfort with individuality, while Wrangler represents Western style, and their partnership not only continues their brand traditions but also offers consumers new fashion choices.
See More
Caleres Earnings Report Shows Mixed Sales Growth and Challenges
- Sales Growth Highlights: Caleres reported revenue of $695.1 million, an 8.7% year-over-year increase, with brand portfolio sales growing organically by 1.5% and overall growth including Stuart Weitzman at 20.3%, indicating successful brand integration and strong market demand.
- Famous Footwear Underperformance: Despite a slight 0.1% increase in comparable sales, Famous Footwear's overall sales decreased by 1.2%, reflecting challenges in store performance that could impact future market share and profitability.
- Slight Margin Decline: The company's overall gross margin stood at 42.9%, down 10 basis points from the previous year, primarily due to lower margins in the brand portfolio segment, highlighting pressures on cost control and pricing strategies.
- Operating Loss and Rising Expenses: The quarter saw an operating loss of $11.6 million with an operating margin of negative 1.7%, while SG&A expenses rose by 18.3%, mainly due to costs associated with Stuart Weitzman, potentially affecting the company's financial health and investor confidence.
See More
Caleres Surges After Beating Q4 Earnings Estimates
- Significant Revenue Growth: Caleres reported an 8.7% year-over-year revenue increase to $695.1 million in Q4, surpassing market expectations of $685.4 million, which boosts investor confidence in the diversified footwear retail sector.
- Strong Brand Sales: Brand portfolio sales surged by 20.3%, with organic growth at 1.5%, while comparable sales at Famous Footwear saw a slight increase of 0.1%, indicating successful brand management and market positioning that further solidifies its market presence.
- Adjusted Gross Margin Performance: Although the adjusted gross margin fell by 10 basis points to 42.9%, it exceeded the company's expectations, reflecting efforts in cost control and operational efficiency despite challenges from tariffs and the acquisition of the loss-making Stuart Weitzman brand.
- Optimistic Future Outlook: Management anticipates a return to profitability and stability in 2026, projecting net sales growth in the low to mid-single digits and adjusted EPS of $1.35 to $1.65, compared to $0.61 in 2025, demonstrating confidence in future growth prospects.
See More
Caleres Reports Better-Than-Expected Q4 Results
- Performance Exceeds Expectations: Caleres reported a Q4 revenue increase of 8.7% to $695.1 million, surpassing the market estimate of $685.4 million, indicating strong performance in the diversified footwear market despite tariff and acquisition challenges.
- Optimistic Profit Outlook: Although the adjusted loss per share was $0.36, it was better than the expected $0.40 loss, with the CEO stating that 2026 is shaping up to be a pivotal year for earnings recovery, projecting net sales growth in the low to mid-single digits.
- Brand Sales Growth: The brand portfolio saw a 20.3% increase in sales, with organic growth of 1.5%, and comparable sales at Famous Footwear rose by 0.1%, highlighting that double-digit growth on e-commerce platforms provides momentum for future development.
- Attractive Valuation: With a forward P/E ratio of approximately 6 and expected EPS between $1.35 and $1.65, Caleres, trading below $10, presents an appealing investment opportunity, suggesting potential stock price appreciation if growth is realized.
See More
Caleres (CAL) Q4 2025 Earnings Call Transcript
See More
Caleres Reports $22.73 Million Net Loss in Q4
- Financial Decline: Caleres reported a net loss of $22.73 million in Q4, translating to a loss of $0.70 per share, compared to a net profit of $4.93 million in the same quarter last year, indicating a significant deterioration in profitability.
- Adjusted Loss: Excluding items, the adjusted loss was $0.36 per share, contrasting sharply with an adjusted profit of $0.33 per share in the prior-year quarter, highlighting challenges in operational efficiency and cost management.
- Sales Growth: Despite the losses, Caleres achieved a net sales increase of 8.7%, reaching $695.06 million compared to $639.23 million in the same quarter last year, suggesting that market demand remains robust.
- Stock Price Surge: In Thursday's pre-market trading, Caleres shares rose by $0.81, or 9.14%, reflecting investor optimism about the company's future performance, even amidst current financial difficulties.
See More
Dr. Scholl's and Wrangler Launch Limited Edition Collaboration
- Limited Edition Collaboration: Dr. Scholl's and Wrangler have launched a limited edition collection featuring five classic shoe styles and a denim leather jacket, priced between $80 and $200, aimed at consumers seeking comfort and style.
- Classic Styles Reimagined: The collection includes reimagined versions of the Original Sandal and Time Off Max Sneaker, blending Wrangler's Western aesthetics with Dr. Scholl's comfort, catering to modern consumers' nostalgia for retro fashion.
- Precise Market Positioning: With the festival season approaching, this collaboration arrives at a time when nostalgia is trending, as noted by Dr. Scholl's VP of Global Brand Marketing, providing consumers with a familiar yet stylish outfit option.
- Heritage Brand Legacy: Since its founding in 1924, Dr. Scholl's has focused on combining comfort with individuality, while Wrangler represents Western style, and their partnership not only continues their brand traditions but also offers consumers new fashion choices.
See More
Caleres Earnings Report Shows Mixed Sales Growth and Challenges
- Sales Growth Highlights: Caleres reported revenue of $695.1 million, an 8.7% year-over-year increase, with brand portfolio sales growing organically by 1.5% and overall growth including Stuart Weitzman at 20.3%, indicating successful brand integration and strong market demand.
- Famous Footwear Underperformance: Despite a slight 0.1% increase in comparable sales, Famous Footwear's overall sales decreased by 1.2%, reflecting challenges in store performance that could impact future market share and profitability.
- Slight Margin Decline: The company's overall gross margin stood at 42.9%, down 10 basis points from the previous year, primarily due to lower margins in the brand portfolio segment, highlighting pressures on cost control and pricing strategies.
- Operating Loss and Rising Expenses: The quarter saw an operating loss of $11.6 million with an operating margin of negative 1.7%, while SG&A expenses rose by 18.3%, mainly due to costs associated with Stuart Weitzman, potentially affecting the company's financial health and investor confidence.
See More
Caleres Surges After Beating Q4 Earnings Estimates
- Significant Revenue Growth: Caleres reported an 8.7% year-over-year revenue increase to $695.1 million in Q4, surpassing market expectations of $685.4 million, which boosts investor confidence in the diversified footwear retail sector.
- Strong Brand Sales: Brand portfolio sales surged by 20.3%, with organic growth at 1.5%, while comparable sales at Famous Footwear saw a slight increase of 0.1%, indicating successful brand management and market positioning that further solidifies its market presence.
- Adjusted Gross Margin Performance: Although the adjusted gross margin fell by 10 basis points to 42.9%, it exceeded the company's expectations, reflecting efforts in cost control and operational efficiency despite challenges from tariffs and the acquisition of the loss-making Stuart Weitzman brand.
- Optimistic Future Outlook: Management anticipates a return to profitability and stability in 2026, projecting net sales growth in the low to mid-single digits and adjusted EPS of $1.35 to $1.65, compared to $0.61 in 2025, demonstrating confidence in future growth prospects.
See More
Caleres Reports Better-Than-Expected Q4 Results
- Performance Exceeds Expectations: Caleres reported a Q4 revenue increase of 8.7% to $695.1 million, surpassing the market estimate of $685.4 million, indicating strong performance in the diversified footwear market despite tariff and acquisition challenges.
- Optimistic Profit Outlook: Although the adjusted loss per share was $0.36, it was better than the expected $0.40 loss, with the CEO stating that 2026 is shaping up to be a pivotal year for earnings recovery, projecting net sales growth in the low to mid-single digits.
- Brand Sales Growth: The brand portfolio saw a 20.3% increase in sales, with organic growth of 1.5%, and comparable sales at Famous Footwear rose by 0.1%, highlighting that double-digit growth on e-commerce platforms provides momentum for future development.
- Attractive Valuation: With a forward P/E ratio of approximately 6 and expected EPS between $1.35 and $1.65, Caleres, trading below $10, presents an appealing investment opportunity, suggesting potential stock price appreciation if growth is realized.
See More
Caleres (CAL) Q4 2025 Earnings Call Transcript
See More
Caleres Reports $22.73 Million Net Loss in Q4
- Financial Decline: Caleres reported a net loss of $22.73 million in Q4, translating to a loss of $0.70 per share, compared to a net profit of $4.93 million in the same quarter last year, indicating a significant deterioration in profitability.
- Adjusted Loss: Excluding items, the adjusted loss was $0.36 per share, contrasting sharply with an adjusted profit of $0.33 per share in the prior-year quarter, highlighting challenges in operational efficiency and cost management.
- Sales Growth: Despite the losses, Caleres achieved a net sales increase of 8.7%, reaching $695.06 million compared to $639.23 million in the same quarter last year, suggesting that market demand remains robust.
- Stock Price Surge: In Thursday's pre-market trading, Caleres shares rose by $0.81, or 9.14%, reflecting investor optimism about the company's future performance, even amidst current financial difficulties.
See More
