Caleres Gestione
Criteri Gestione verificati 3/4
Caleres Il CEO è Jay Schmidt, nominato in Dec2020, e ha un mandato di 5.42 anni. la retribuzione annua totale è $ 4.14M, composta da 27.8% di stipendio e 72.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.25% delle azioni della società, per un valore di $ 5.72M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.4 anni e 9.1 anni.
Informazioni chiave
Jay Schmidt
Amministratore delegato
US$4.1m
Compenso totale
| Percentuale dello stipendio del CEO | 27.75% |
| Mandato del CEO | 5.4yrs |
| Proprietà del CEO | 1.3% |
| Durata media del management | 5.4yrs |
| Durata media del Consiglio di amministrazione | 9.1yrs |
Aggiornamenti recenti sulla gestione
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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova analisi • 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 AlphaArticolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$61m |
Compensazione vs Mercato: La retribuzione totale di Jay ($USD 4.14M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.55M ).
Compensazione vs guadagni: La retribuzione di Jay è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jay Schmidt (64 yo)
5.4yrs
Mandato
US$4,143,930
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | Nessun dato | |
| Senior VP | 14.2yrs | Nessun dato | 0.22% $ 1.0m | |
| Senior Vice President of Corporate Development & Strategic Communications | 2.2yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | less than a year | Nessun dato | 0.058% $ 262.5k | |
| Senior VP of Finance & Treasurer | 18.9yrs | Nessun dato | Nessun dato | |
| Division President of Sam Edelman | less than a year | Nessun dato | Nessun dato | |
| President of Brand Portfolio-St. Louis Group | 5.4yrs | Nessun dato | Nessun dato |
5.4yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di CAL è esperto e expertise (durata media dell'incarico 5.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | |
| Independent Director | 1.5yrs | US$262.06k | 0.068% $ 312.0k | |
| Independent Director | 14.6yrs | US$280.01k | 0.12% $ 528.4k |
9.1yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CAL sono considerati esperti (durata media dell'incarico 9.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 13:27 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Caleres, Inc. è coperta da 14 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Steven Marotta | CL King & Associates, Inc. |
| Randal Konik | Jefferies LLC |
| Jillian Nelson | Johnson Rice & Company, L.L.C. |