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Caleres Inc (CAL)
NYSE:CAL
Earnings Data
Report Date
May 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.28Last Year’s EPS
0.22Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong operational momentum in lead brands, owned e-commerce, international expansion, and a successful Stuart Weitzman integration that supports management's 2026 build-back thesis. However, near-term financials were pressured by tariff-driven gross margin declines, SG&A deleverage tied to the acquisition, a Q4 operating loss and Famous Footwear full-year sales softness. Management outlined credible mitigation steps and constructive 2026 guidance (margin expansion and positive adjusted EPS), but material risks from tariffs, geopolitical events, and acquisition-related costs temper near-term upside.Company Guidance
Quarterly Revenue Growth
Consolidated Q4 sales of $695.1 million, up 8.7% year-over-year; Stuart Weitzman contributed $56.3 million to the quarter.
Brand Portfolio Strength
Brand Portfolio sales up 20.3% including Stuart Weitzman and up 1.5% on an organic basis; lead brands (ex-Stuart) grew ~2% and represented nearly 60% of Brand Portfolio sales.
Owned E-commerce & International Momentum
Owned e-commerce delivered double-digit growth (third straight quarter of double-digit e-commerce growth at Famous) and international business was consistently strong across lead brands.
Sam Edelman & Allen Edmonds Outperformance
Sam Edelman exceeded expectations with broad-based category strength, record-setting owned e-commerce year and successful licensing initiatives; Allen Edmonds delivered very strong quarter with growth across brick-and-mortar, e-commerce and wholesale.
Successful Stuart Weitzman Integration
Stuart Weitzman systems integration completed on time and on budget, major operational moves executed (new org, HQ moves, warehouse relocations), significant aged inventory liquidated, and management expects Stuart to reach breakeven in 2026.
Famous Footwear Strategic Wins
Total Famous sales decreased modestly (-1.2%) but comps were essentially flat (+0.1%); Flair remodels (57 locations) generated a 4.5% sales lift overall and 6-point lift for recent converts; Jordan launch and brand takeovers delivered strong seasonal performance.
Clear FY2026 Build-Back Guidance
Company provided constructive 2026 guidance: consolidated sales up low- to mid-single digits, Brand Portfolio up low double digits (inclusive of acquisition), gross margin improvement of 140-180 basis points, and adjusted EPS guidance of $1.35 to $1.65.
Balance Sheet & Inventory Actions
Ended Q4 with $2.83 billion cash and completed material inventory actions (Q4 inventory $610.5M with $57M attributable to Stuart; organic inventory excluding Stuart down $12M and Brand Portfolio inventory down 6%).
CAL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CAL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 19, 2026 | $8.86 | $10.55 | +19.07% |
Dec 09, 2025 | $13.42 | $12.67 | -5.56% |
Sep 04, 2025 | $14.80 | $14.10 | -4.75% |
May 29, 2025 | $16.14 | $13.18 | -18.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Caleres Inc (CAL) report earnings?
Caleres Inc (CAL) is schdueled to report earning on May 28, 2026, After Close (Confirmed).
What is Caleres Inc (CAL) earnings time?
Caleres Inc (CAL) earnings time is at May 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CAL EPS forecast?
CAL EPS forecast for the fiscal quarter 2026 (Q1) is 0.28.