Caleres Gestion
Gestion contrôle des critères 3/4
Le PDG Caleres est Jay Schmidt, nommé en Dec2020, a un mandat de 5.42 ans. La rémunération annuelle totale est $ 4.14M, composée du salaire de 27.8% et des bonus 72.2%, y compris les actions et options de la société. détient directement 1.25% des actions de la société, d'une valeur de $ 5.72M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.4 ans et 9.1 ans.
Informations clés
Jay Schmidt
Directeur général
US$4.1m
Rémunération totale
| Pourcentage du salaire du PDG | 27.75% |
| Durée du mandat du directeur général | 5.4yrs |
| Propriété du PDG | 1.3% |
| Durée moyenne d'occupation des postes de direction | 5.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.1yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Mar 19
Caleres Is Now Reasonably Priced, But Is Not Attractive After The Rally
Summary Caleres, Inc. reported weak Q4 '25 results, with flat organic sales and significant margin deleverage despite headline growth from the Stuart Weitzman acquisition. I view CAL stock as fairly valued at $10.5/share, trading at 6.5x–8x FY26 adjusted EPS guidance of $1.35–$1.65, reflecting its leveraged balance sheet and operational risks. Management guides for FY26 gross margin improvement of 140–180bps, driven by tariff mitigation and pricing, but underlying consumer demand and execution remain uncertain. I maintain a Hold rating on CAL stock due to breakeven margins, increased leverage post-acquisition, and limited confidence in management’s capital allocation and margin recovery strategy. Read the full article on Seeking AlphaArticle d'analyse • Feb 12
Here's Why Caleres (NYSE:CAL) Is Weighed Down By Its Debt Load
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Article d'analyse • Dec 16
Caleres (NYSE:CAL) Is Paying Out A Dividend Of $0.07
Caleres, Inc. ( NYSE:CAL ) will pay a dividend of $0.07 on the 9th of January. Based on this payment, the dividend...Article d'analyse • Dec 14
Revenues Tell The Story For Caleres, Inc. (NYSE:CAL) As Its Stock Soars 29%
Caleres, Inc. ( NYSE:CAL ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last...Article d'analyse • Nov 01
Is Caleres (NYSE:CAL) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Article d'analyse • Oct 11
Caleres, Inc.'s (NYSE:CAL) Prospects Need A Boost To Lift Shares
Caleres, Inc.'s ( NYSE:CAL ) price-to-earnings (or "P/E") ratio of 6.9x might make it look like a strong buy right now...Article d'analyse • Sep 09
Caleres (NYSE:CAL) Is Due To Pay A Dividend Of $0.07
Caleres, Inc. ( NYSE:CAL ) will pay a dividend of $0.07 on the 26th of September. This payment means that the dividend...Article d'analyse • Jul 05
Benign Growth For Caleres, Inc. (NYSE:CAL) Underpins Its Share Price
Caleres, Inc.'s ( NYSE:CAL ) price-to-earnings (or "P/E") ratio of 5.9x might make it look like a strong buy right now...Article d'analyse • Jun 01
Earnings Miss: Caleres, Inc. Missed EPS By 40% And Analysts Are Revising Their Forecasts
It's been a mediocre week for Caleres, Inc. ( NYSE:CAL ) shareholders, with the stock dropping 16% to US$13.45 in the...Article d'analyse • May 26
Caleres (NYSE:CAL) Is Paying Out A Dividend Of $0.07
The board of Caleres, Inc. ( NYSE:CAL ) has announced that it will pay a dividend of $0.07 per share on the 20th of...Article d'analyse • May 13
Is Caleres (NYSE:CAL) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 21
Caleres: Comparables Still Down And It Is Levering Up On Acquisitions, Risky
Summary Caleres, Inc.'s comparable sales and margins continue to deteriorate, with Brand Portfolio sales down 7% and Famous Footwear sales down 3% in 4Q24. The acquisition of Stuart Weitzman probably raises debt by 50%, adding pressure on margins and requiring significant investment to turn around an unprofitable brand. Despite a low trading multiple, future EPS is expected to be lower due to margin compression and increased leverage, making the stock unattractive. Valuation optics are deceiving; unless fundamentals improve, I maintain my Hold rating as the business is in decline. Read the full article on Seeking AlphaArticle d'analyse • Mar 20
Caleres' (NYSE:CAL) Dividend Will Be $0.07
Caleres, Inc. ( NYSE:CAL ) will pay a dividend of $0.07 on the 11th of April. Based on this payment, the dividend yield...Seeking Alpha • Feb 20
Caleres: A Surprising And Interesting Move For Stuart Weitzman
Summary Caleres shares rose in February following a surprising acquisition deal after recent guidance cuts and tough market conditions. The company acquired Stuart Weitzman for $105 million, a significant discount from its previous $500 million-plus valuation attached by Tapestry a decade ago. The deal could boost sales by nearly 10%, but Stuart Weitzman is currently unprofitable, increasing near-term leverage and uncertainty. I'm intrigued by the dirt-cheap valuation and potential of the deal, but await more details before committing. Read the full article on Seeking AlphaArticle d'analyse • Jan 09
Is Now The Time To Look At Buying Caleres, Inc. (NYSE:CAL)?
Caleres, Inc. ( NYSE:CAL ), is not the largest company out there, but it received a lot of attention from a substantial...Article d'analyse • Dec 22
Earnings Working Against Caleres, Inc.'s (NYSE:CAL) Share Price Following 25% Dive
The Caleres, Inc. ( NYSE:CAL ) share price has fared very poorly over the last month, falling by a substantial 25%. The...Article d'analyse • Dec 20
Caleres (NYSE:CAL) Has Affirmed Its Dividend Of $0.07
Caleres, Inc.'s ( NYSE:CAL ) investors are due to receive a payment of $0.07 per share on 10th of January. The dividend...Seeking Alpha • Dec 05
Caleres: Margins Are Returning To The Mean As Warned, Still A Hold
Summary Caleres, Inc.'s Q3 2024 results showed revenue growth in the retail and wholesale sectors, but missed consensus and lowered guidance, causing a 20% stock drop. Margins remain resilient but are deteriorating, with further declines expected in Q4 due to increased promotions to clear inventories. Guidance was reduced for the second time, with EPS now at $3.5, reflecting lower sales growth and higher discounting pressures. Despite CAL stock's decline, I maintain a Hold rating, awaiting more attractive levels, potentially below $20, for a compelling investment opportunity. Read the full article on Seeking AlphaArticle d'analyse • Dec 05
Does Caleres (NYSE:CAL) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d'analyse • Nov 19
Does Caleres (NYSE:CAL) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Article d'analyse • Nov 05
Caleres, Inc.'s (NYSE:CAL) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Article d'analyse • Oct 04
What Does Caleres, Inc.'s (NYSE:CAL) Share Price Indicate?
While Caleres, Inc. ( NYSE:CAL ) might not have the largest market cap around , it saw significant share price movement...
Nouvelle analyse • Sep 14
Revamping Operations And Embracing Digital Transformation To Fuel Future Earnings Growth
Digital transformation and cloud-based initiatives are set to boost operational efficiency, inventory management, and future revenue growth.Seeking Alpha • Sep 13
After The Q2 2024 Stock Price Fall, Caleres Trades More Reasonably, But Is Not An Opportunity
Summary Caleres' 2Q24 results disappointed, leading to a 19% stock drop and revised guidance to a low single-digit down year. ERP issues and discounting hurt sales and margins, with retail gross margins falling 140 bps due to BOGO promotions. Despite a 13% current earnings yield, historical margin trends suggest a less attractive 9% yield, justifying a Hold rating. CAL stock is at its lowest price since coverage began, but potential margin normalization and economic concerns limit its attractiveness. Read the full article on Seeking AlphaArticle d'analyse • Sep 13
Caleres (NYSE:CAL) Will Pay A Dividend Of $0.07
The board of Caleres, Inc. ( NYSE:CAL ) has announced that it will pay a dividend of $0.07 per share on the 27th of...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jan 31 2026 | US$4m | US$1m | -US$7m |
| Nov 01 2025 | n/a | n/a | US$20m |
| Aug 02 2025 | n/a | n/a | US$58m |
| May 03 2025 | n/a | n/a | US$80m |
| Feb 01 2025 | US$8m | US$1m | US$103m |
| Nov 02 2024 | n/a | n/a | US$152m |
| Aug 03 2024 | n/a | n/a | US$157m |
| May 04 2024 | n/a | n/a | US$160m |
| Feb 03 2024 | US$8m | US$1m | US$164m |
| Oct 28 2023 | n/a | n/a | US$150m |
| Jul 29 2023 | n/a | n/a | US$142m |
| Apr 29 2023 | n/a | n/a | US$159m |
| Jan 28 2023 | US$5m | US$769k | US$174m |
| Oct 29 2022 | n/a | n/a | US$168m |
| Jul 30 2022 | n/a | n/a | US$188m |
| Apr 30 2022 | n/a | n/a | US$175m |
| Jan 29 2022 | US$3m | US$760k | US$132m |
| Oct 30 2021 | n/a | n/a | US$22m |
| Jul 31 2021 | n/a | n/a | -US$21m |
| May 01 2021 | n/a | n/a | -US$87m |
| Jan 30 2021 | US$2m | US$661k | -US$439m |
| Oct 31 2020 | n/a | n/a | -US$362m |
| Aug 01 2020 | n/a | n/a | -US$349m |
| May 02 2020 | n/a | n/a | -US$294m |
| Feb 01 2020 | US$2m | US$700k | US$61m |
Rémunération vs marché: La rémunération totale de Jay ($USD 4.14M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.55M ).
Rémunération et revenus: La rémunération de Jay a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Jay Schmidt (64 yo)
5.4yrs
Titularisation
US$4,143,930
Compensation
Mr. John W. Schmidt, also known as Jay, serves as President since December 2, 2020 and Chief Executive Officer since January 2023 at Caleres,Inc. and Director since 2022 at Caleres, Inc. and was its Divisi...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 5.4yrs | US$4.14m | 1.25% $ 5.7m | |
| Senior VP | less than a year | US$833.20k | 0.072% $ 326.7k | |
| Senior VP & Chief Information Officer | 7.7yrs | US$801.67k | 0.18% $ 814.7k | |
| Chief Sourcing & Supply Chain Officer | 19.8yrs | US$1.02m | 0.25% $ 1.1m | |
| Division President of Famous Footwear | 1.3yrs | US$979.66k | 0.073% $ 332.2k | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior VP | 14.2yrs | pas de données | 0.22% $ 1.0m | |
| Senior Vice President of Corporate Development & Strategic Communications | 2.2yrs | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | less than a year | pas de données | 0.058% $ 262.5k | |
| Senior VP of Finance & Treasurer | 18.9yrs | pas de données | pas de données | |
| Division President of Sam Edelman | less than a year | pas de données | pas de données | |
| President of Brand Portfolio-St. Louis Group | 5.4yrs | pas de données | pas de données |
5.4yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de CAL est chevronnée et expérimentée (5.4 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 4.3yrs | US$4.14m | 1.25% $ 5.7m | |
| Lead Independent Chairman | 19.2yrs | US$419.84k | 0.31% $ 1.4m | |
| Independent Director | 9.1yrs | US$285.01k | 0.13% $ 571.1k | |
| Independent Director | 4.2yrs | US$260.01k | 0.072% $ 330.1k | |
| Independent Director | 21.8yrs | US$260.01k | 0.055% $ 249.7k | |
| Independent Director | 9.1yrs | US$280.01k | 0.021% $ 93.9k | |
| Independent Director | 11.3yrs | US$282.51k | 0.030% $ 135.0k | |
| Independent Director | 1.5yrs | US$260.01k | 0.015% $ 67.5k | |
| Independent Director | 7.2yrs | US$290.01k | pas de données | |
| Independent Director | 1.5yrs | US$262.06k | 0.068% $ 312.0k | |
| Independent Director | 14.6yrs | US$280.01k | 0.12% $ 528.4k |
9.1yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CAL sont considérés comme expérimentés (ancienneté moyenne 9.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 20:00 |
| Cours de l'action en fin de journée | 2026/05/08 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Caleres, Inc. est couverte par 14 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Steven Marotta | CL King & Associates, Inc. |
| Randal Konik | Jefferies LLC |
| Jillian Nelson | Johnson Rice & Company, L.L.C. |