Caleres, Inc.

NYSE:CAL Stok Raporu

Piyasa değeri: US$455.5m

Caleres Yönetim

Yönetim kriter kontrolleri 3/4

Caleres CEO'su Jay Schmidt, Dec2020 tarihinde atandı, in görev süresi 5.42 yıldır. in toplam yıllık tazminatı $ 4.14M olup, şirket hissesi ve opsiyonları dahil olmak üzere 27.8% maaş ve 72.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.25% ine doğrudan sahiptir ve bu hisseler $ 5.72M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.4 yıl ve 9.1 yıldır.

Anahtar bilgiler

Jay Schmidt

İcra Kurulu Başkanı

US$4.1m

Toplam tazminat

CEO maaş yüzdesi27.75%
CEO görev süresi5.4yrs
CEO sahipliği1.3%
Yönetim ortalama görev süresi5.4yrs
Yönetim Kurulu ortalama görev süresi9.1yrs

Son yönetim güncellemeleri

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 Alpha
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Analiz 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 Alpha
Analiz Makalesi 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...

CEO Tazminat Analizi

Jay Schmidt'un ücretlendirmesi Caleres'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Jay 'nin toplam tazminatı ($USD 4.14M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.55M ).

Tazminat ve Kazançlar: Jay 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Jay Schmidt (64 yo)

5.4yrs
Görev süresi
US$4,143,930
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Schmidt
President5.4yrsUS$4.14m1.25%
$ 5.7m
Daniel Karpel
Senior VPless than a yearUS$833.20k0.072%
$ 326.7k
Willis Hill
Senior VP & Chief Information Officer7.7yrsUS$801.67k0.18%
$ 814.7k
Daniel Friedman
Chief Sourcing & Supply Chain Officer19.8yrsUS$1.02m0.25%
$ 1.1m
Brian Costello
Division President of Famous Footwear1.3yrsUS$979.66k0.073%
$ 332.2k
Logan Bonacorsi
Vice President of Investor Relationsno dataVeri yokVeri yok
Thomas Burke
Senior VP14.2yrsVeri yok0.22%
$ 1.0m
Lizabeth Dunn
Senior Vice President of Corporate Development & Strategic Communications2.2yrsVeri yokVeri yok
Kathleen Welter
Senior VP & Chief Human Resources Officerless than a yearVeri yok0.058%
$ 262.5k
Thomas Lucas
Senior VP of Finance & Treasurer18.9yrsVeri yokVeri yok
Samuel Edelman
Division President of Sam Edelmanless than a yearVeri yokVeri yok
Keith Duplain
President of Brand Portfolio-St. Louis Group5.4yrsVeri yokVeri yok
5.4yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim: CAL 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.4 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Schmidt
President4.3yrsUS$4.14m1.25%
$ 5.7m
Ward Klein
Lead Independent Chairman19.2yrsUS$419.84k0.31%
$ 1.4m
Wenda Millard
Independent Director9.1yrsUS$285.01k0.13%
$ 571.1k
Bruce Thorn
Independent Director4.2yrsUS$260.01k0.072%
$ 330.1k
Steven Korn
Independent Director21.8yrsUS$260.01k0.055%
$ 249.7k
Brenda Freeman
Independent Director9.1yrsUS$280.01k0.021%
$ 93.9k
Lori Greeley
Independent Director11.3yrsUS$282.51k0.030%
$ 135.0k
Kyle Gendreau
Independent Director1.5yrsUS$260.01k0.015%
$ 67.5k
Lisa Flavin
Independent Director7.2yrsUS$290.01kVeri yok
Molly Langenstein
Independent Director1.5yrsUS$262.06k0.068%
$ 312.0k
Mahendra Gupta
Independent Director14.6yrsUS$280.01k0.12%
$ 528.4k
9.1yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CAL 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 16:21
Gün Sonu Hisse Fiyatı2026/05/08 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Caleres, Inc. 14 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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