Caleres Past Earnings Performance
Past criteria checks 0/6
Caleres has been growing earnings at an average annual rate of 23.1%, while the Specialty Retail industry saw earnings declining at 1.9% annually. Revenues have been growing at an average rate of 1.6% per year.
Key information
23.10%
Earnings growth rate
23.12%
EPS growth rate
| Specialty Retail Industry Growth | 26.64% |
| Revenue growth rate | 1.58% |
| Return on equity | -1.62% |
| Net Margin | -0.24% |
| Last Earnings Update | 31 Jan 2026 |
Recent past performance updates
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 AlphaAnalysis 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 AlphaAnalysis 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 AlphaAnalysis 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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 AlphaAnalysis Article • 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...Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Caleres makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Jan 26 | 2,758 | -7 | 1,155 | 0 |
| 01 Nov 25 | 2,702 | 20 | 1,105 | 0 |
| 02 Aug 25 | 2,653 | 58 | 1,062 | 0 |
| 03 May 25 | 2,678 | 80 | 1,060 | 0 |
| 01 Feb 25 | 2,723 | 103 | 1,060 | 0 |
| 02 Nov 24 | 2,781 | 152 | 1,071 | 0 |
| 03 Aug 24 | 2,802 | 157 | 1,076 | 0 |
| 04 May 24 | 2,814 | 160 | 1,069 | 0 |
| 03 Feb 24 | 2,817 | 164 | 1,055 | 0 |
| 28 Oct 23 | 2,817 | 150 | 1,035 | 0 |
| 29 Jul 23 | 2,853 | 142 | 1,043 | 0 |
| 29 Apr 23 | 2,896 | 159 | 1,047 | 0 |
| 28 Jan 23 | 2,968 | 174 | 1,053 | 0 |
| 29 Oct 22 | 2,951 | 168 | 1,048 | 0 |
| 30 Jul 22 | 2,937 | 188 | 1,016 | 0 |
| 30 Apr 22 | 2,874 | 175 | 1,007 | 0 |
| 29 Jan 22 | 2,778 | 132 | 989 | 0 |
| 30 Oct 21 | 2,669 | 22 | 968 | 0 |
| 31 Jul 21 | 2,533 | -21 | 955 | 0 |
| 01 May 21 | 2,359 | -87 | 897 | 0 |
| 30 Jan 21 | 2,117 | -439 | 877 | 0 |
| 31 Oct 20 | 2,245 | -362 | 907 | 0 |
| 01 Aug 20 | 2,390 | -349 | 944 | 0 |
| 02 May 20 | 2,641 | -294 | 1,011 | 0 |
| 01 Feb 20 | 2,922 | 61 | 1,052 | 0 |
| 02 Nov 19 | 2,943 | -13 | 1,059 | 0 |
| 03 Aug 19 | 2,926 | -12 | 1,048 | 0 |
| 04 May 19 | 2,880 | -13 | 1,039 | 0 |
| 02 Feb 19 | 2,835 | -5 | 1,026 | 0 |
| 03 Nov 18 | 2,817 | 88 | 1,025 | 0 |
| 04 Aug 18 | 2,816 | 93 | 1,027 | 0 |
| 05 May 18 | 2,786 | 87 | 1,021 | 0 |
| 03 Feb 18 | 2,786 | 85 | 1,020 | 0 |
| 28 Oct 17 | 2,723 | 59 | 1,001 | 0 |
| 29 Jul 17 | 2,680 | 59 | 976 | 0 |
| 29 Apr 17 | 2,626 | 61 | 953 | 0 |
| 28 Jan 17 | 2,579 | 64 | 926 | 0 |
| 29 Oct 16 | 2,549 | 81 | 913 | 0 |
| 30 Jul 16 | 2,545 | 81 | 911 | 0 |
| 30 Apr 16 | 2,560 | 78 | 910 | 0 |
| 30 Jan 16 | 2,577 | 79 | 910 | 0 |
| 31 Oct 15 | 2,584 | 83 | 910 | 0 |
| 01 Aug 15 | 2,585 | 82 | 912 | 0 |
Quality Earnings: CAL is currently unprofitable.
Growing Profit Margin: CAL is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: CAL is unprofitable, but has reduced losses over the past 5 years at a rate of 23.1% per year.
Accelerating Growth: Unable to compare CAL's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: CAL is unprofitable, making it difficult to compare its past year earnings growth to the Specialty Retail industry (-1.2%).
Return on Equity
High ROE: CAL has a negative Return on Equity (-1.62%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 11:20 |
| End of Day Share Price | 2026/05/11 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2026/01/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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Learn about the world class team 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.
| Analyst | Institution |
|---|---|
| Steven Marotta | CL King & Associates, Inc. |
| Randal Konik | Jefferies LLC |
| Jillian Nelson | Johnson Rice & Company, L.L.C. |