Caleres, Inc.

NYSE:CAL Stock Report

Market Cap: US$408.1m

Caleres Management

Management criteria checks 3/4

Caleres' CEO is Jay Schmidt, appointed in Dec 2020, has a tenure of 5.75 years. total yearly compensation is $4.14M, comprised of 27.8% salary and 72.2% bonuses, including company stock and options. directly owns 1.83% of the company’s shares, worth $7.46M. The average tenure of the management team and the board of directors is 5.8 years and 8.5 years respectively.

Key information

Jay Schmidt

Chief executive officer

US$4.1m

Total compensation

CEO salary percentage27.75%
CEO tenure5.8yrs
CEO ownership1.8%
Management average tenure5.8yrs
Board average tenure8.5yrs

Recent management updates

Recent updates

Seeking Alpha • Sep 09

Caleres Continues To Prove Why The Shoe Is On The Right Foot

Summary Caleres, Inc. delivered a strong Q2, with adjusted EPS beating forecasts despite revenue missing estimates by $7 million. CAL's profitability surged, aided by one-time tariff refunds, but adjusted EPS rose to $0.47, exceeding consensus by $0.10. Famous Footwear faces declining comps and store count, yet overall store growth and a recent acquisition offset these headwinds. CAL remains a Buy due to compelling valuation, improving profitability, and a robust net cash position of $50.9 million. Read the full article on Seeking Alpha
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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 Alpha
Analysis Article • 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 Alpha
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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 Alpha

CEO Compensation Analysis

How has Jay Schmidt's remuneration changed compared to Caleres's earnings?
DateTotal CompensationSalaryCompany Earnings
Aug 01 2026n/an/a

US$50m

May 02 2026n/an/a

US$431k

Jan 31 2026US$4mUS$1m

-US$7m

Nov 01 2025n/an/a

US$20m

Aug 02 2025n/an/a

US$58m

May 03 2025n/an/a

US$80m

Feb 01 2025US$8mUS$1m

US$103m

Nov 02 2024n/an/a

US$152m

Aug 03 2024n/an/a

US$157m

May 04 2024n/an/a

US$160m

Feb 03 2024US$8mUS$1m

US$164m

Oct 28 2023n/an/a

US$150m

Jul 29 2023n/an/a

US$142m

Apr 29 2023n/an/a

US$159m

Jan 28 2023US$5mUS$769k

US$174m

Oct 29 2022n/an/a

US$168m

Jul 30 2022n/an/a

US$188m

Apr 30 2022n/an/a

US$175m

Jan 29 2022US$3mUS$760k

US$132m

Oct 30 2021n/an/a

US$22m

Jul 31 2021n/an/a

-US$21m

May 01 2021n/an/a

-US$87m

Jan 30 2021US$2mUS$661k

-US$439m

Oct 31 2020n/an/a

-US$362m

Aug 01 2020n/an/a

-US$349m

May 02 2020n/an/a

-US$294m

Feb 01 2020US$2mUS$700k

US$61m

Compensation vs Market: Jay's total compensation ($USD4.14M) is above average for companies of similar size in the US market ($USD2.41M).

Compensation vs Earnings: Jay's compensation has been consistent with company performance over the past year.

CEO

Jay Schmidt (65 yo)

5.8yrs
Tenure
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...

Leadership Team

NamePositionTenureCompensationOwnership
John Schmidt
President5.8yrsUS$4.14m1.83%
$ 7.5m
Daniel Karpel
Senior VP & CFOless than a yearUS$833.20k0.15%
$ 618.1k
Willis Hill
Senior VP & Chief Information Officer8yrsUS$801.67k0.24%
$ 989.8k
Daniel Friedman
Chief Sourcing & Supply Chain Officer20.2yrsUS$1.02m0.28%
$ 1.2m
Brian Costello
Division President of Famous Footwear1.6yrsUS$979.66k0.14%
$ 554.5k
Logan Bonacorsi
Vice President of Investor Relationsno datano datano data
Thomas Burke
Senior VP14.5yrsno data0.29%
$ 1.2m
Lizabeth Dunn
Senior Vice President of Corporate Development & Strategic Communications2.5yrsno datano data
Kathleen Welter
Senior VP & Chief Human Resources Officer1.1yrsno data0.11%
$ 467.7k
Thomas Lucas
Senior VP of Finance & Treasurer19.3yrsno datano data
Samuel Edelman
Division President of Sam Edelmanless than a yearno datano data
Keith Duplain
President of Brand Portfolio-St. Louis Group5.8yrsno datano data
5.8yrs
Average Tenure
58yo
Average Age

Experienced Management: CAL's management team is seasoned and experienced (5.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
John Schmidt
President4.7yrsUS$4.14m1.83%
$ 7.5m
Ward Klein
Lead Independent Chairman19.5yrsUS$419.84k0.32%
$ 1.3m
Wenda Millard
Independent Director9.4yrsUS$285.01k0.14%
$ 571.3k
Bruce Thorn
Independent Director4.5yrsUS$260.01k0.11%
$ 445.3k
Brenda Freeman
Independent Director9.4yrsUS$280.01k0.021%
$ 84.5k
Lori Greeley
Independent Director11.6yrsUS$282.51k0.030%
$ 121.5k
Kyle Gendreau
Independent Director1.8yrsUS$260.01k0.015%
$ 60.8k
Lisa Flavin
Independent Director7.5yrsUS$290.01kno data
Molly Langenstein
Independent Director1.8yrsUS$262.06k0.11%
$ 452.6k
Mahendra Gupta
Independent Director14.9yrsUS$280.01k0.15%
$ 623.7k
8.5yrs
Average Tenure
63.5yo
Average Age

Experienced Board: CAL's board of directors are considered experienced (8.5 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 02:42
End of Day Share Price 2026/09/10 00:00
Earnings2026/08/01
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Caleres, Inc. is covered by 14 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Steven MarottaCL King & Associates, Inc.
Randal KonikJefferies LLC
Jillian NelsonJohnson Rice & Company, L.L.C.