Caleres Beheer
Beheer criteriumcontroles 3/4
De CEO Caleres is Jay Schmidt, benoemd in Dec2020, heeft een ambtstermijn van 5.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 4.14M, bestaande uit 27.8% salaris en 72.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.25% van de aandelen van het bedrijf, ter waarde $ 5.72M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.4 jaar en 9.1 jaar.
Belangrijke informatie
Jay Schmidt
Algemeen directeur
US$4.1m
Totale compensatie
| Percentage CEO-salaris | 27.75% |
| Dienstverband CEO | 5.4yrs |
| Eigendom CEO | 1.3% |
| Management gemiddelde ambtstermijn | 5.4yrs |
| Gemiddelde ambtstermijn bestuur | 9.1yrs |
Recente managementupdates
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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuwe 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 AlphaAnalyse-artikel • 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 CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$61m |
Compensatie versus markt: De totale vergoeding ($USD 4.14M ) Jay } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.55M ).
Compensatie versus inkomsten: De vergoeding van Jay is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Jay Schmidt (64 yo)
5.4yrs
Tenure
US$4,143,930
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 | geen gegevens | geen gegevens | |
| Senior VP | 14.2yrs | geen gegevens | 0.22% $ 1.0m | |
| Senior Vice President of Corporate Development & Strategic Communications | 2.2yrs | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | less than a year | geen gegevens | 0.058% $ 262.5k | |
| Senior VP of Finance & Treasurer | 18.9yrs | geen gegevens | geen gegevens | |
| Division President of Sam Edelman | less than a year | geen gegevens | geen gegevens | |
| President of Brand Portfolio-St. Louis Group | 5.4yrs | geen gegevens | geen gegevens |
5.4yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CAL is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 | geen gegevens | |
| Independent Director | 1.5yrs | US$262.06k | 0.068% $ 312.0k | |
| Independent Director | 14.6yrs | US$280.01k | 0.12% $ 528.4k |
9.1yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CAL wordt beschouwd als ervaren (gemiddelde ambtstermijn 9.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 15:36 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Caleres, Inc. wordt gevolgd door 14 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Steven Marotta | CL King & Associates, Inc. |
| Randal Konik | Jefferies LLC |
| Jillian Nelson | Johnson Rice & Company, L.L.C. |