CAL · NYSE · Apparel - Retail

Caleres

Runs Famous Footwear and a portfolio of owned footwear brands.

$12.48
After-hours close−0.01 (−0.08%)
At close$12.49(−0.40%)
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Profile

Caleres, Inc.CALConsumer Discretionary

Sells footwear through Famous Footwear stores and e-commerce while designing and distributing owned, licensed and private-label brands through the Brand Portfolio segment. The business is centered in North America retail and wholesale channels, with additional branded stores in East and Southeast Asia.

Operates through two engines: Famous Footwear, a family-footwear retail banner centered on U.S. and Canada stores and e-commerce, and Brand Portfolio, which designs, sources and distributes owned, licensed and private-label footwear.

Brand Portfolio includes Sam Edelman, Stuart Weitzman, Allen Edmonds, Naturalizer and Vionic. Its wholesale reach covers retailers in the U.S., Canada and international markets, with company-owned brand stores in North America and East and Southeast Asia.

The operating model links product design, sourcing, speed and marketing across banners, while Famous Footwear also carries Caleres-owned labels such as Naturalizer and Dr. Scholl's Shoes.

Execution depends on store traffic at Famous Footwear, discretionary footwear demand, vendor relationships with Nike, Skechers and adidas, and integration of acquired brands such as Stuart Weitzman.

Company facts

CEOJohn W. Schmidt
ListedMar 17, 1980
ExchangeNYSE
HeadquartersSt. Louis, MO
CountryUnited States
Employees10,000
CIK0000014707
ISINUS1295001044

Key statistics

Market cap$419.2M
EPS (ttm)$0.0100
P/E (ttm)1,248.00
ROE0.0%
P/B0.6631
P/S0.1492
Dividend yield2.24%
Beta2.01vs XLY 1.79

Year to date +2.0% · Average volume (30d) 467.1K

Analysts

Price target, next 12 months$30.00+140.4%Median of 13 analysts · vs the Aug 28 close
ConsensusBuy7 of 13 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Dec 10, 2025Seaport GlobalTarget$21$18
Sep 3, 2024Loop CapitalDowngradeBuyHold

Earnings

EPS

Estimate$0.38
ReportedDue Sep 10, 2026

Revenue

Estimate$702.5M
ReportedDue Sep 10, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jun 4, 2026Q1 FY26$0.37$0.38+2.7%$662.6M$666.6M+0.6%−12.95%
Mar 19, 2026Q4 FY25−$0.40−$0.06+85.0%$685.4M$695.1M+1.4%+1.71%
Dec 9, 2025Q3 FY25$0.75$0.67−10.7%$688.4M$790.1M+14.8%+5.02%
Sep 4, 2025Q2 FY25$0.51$0.35−31.4%$732.5M$658.5M−10.1%+10.25%
View details

Financial highlights

12 quartersQ4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26
Revenue$639.2M$614.2M$658.5M$790.1M$695.1M$666.6M
Gross profit$275.1M$278.7M$285.8M$329.9M$290.3M$315.5M
Operating income$7.9M$11.6M$9.3M$18.7M−$19.7M$21.7M
Net income$4.9M$6.9M$6.5M$2.3M−$22.7M$14.3M
Diluted EPS$0.15$0.21$0.20$0.07−$0.70$0.44
Gross margin43.0%45.4%43.4%41.8%41.8%47.3%
Operating margin1.2%1.9%1.4%2.4%-2.8%3.3%

Fiscal years (4-quarter sums)FY21 $2.78B · FY22 $2.97B · FY23 $2.82B · FY24 $2.72B · FY25 $2.76B

Revenue by product · Q1 FY26

Brand Portfolio$356.3M · 53%
Famous Footwear$319.3M · 47%

Revenue by geography · Q1 FY26

Famous Footwear$138.0K · 87%
Brand Portfolio$20.0K · 13%

Balance sheet, May 2, 2026Cash & short-term investments $37.7M · Total debt $949.3M · Total assets $2.02B · Shareholders' equity $612.1M

Dividends

Next ex-date
Sep 11, 2026
estimated · in 13 days
Annual dividend
$0.28
per share
Dividend yield
2.24%
Schedule
Quarterly
4 payments a year

Raised for 27 straight years. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 11, 2026Jun 11Jun 26$0.07
Mar 26, 2026Mar 26Apr 10$0.07
Dec 26, 2025Dec 26Jan 9$0.07
Sep 12, 2025Sep 12Sep 26$0.07
Jun 5, 2025Jun 5Jun 20$0.07
Mar 27, 2025Mar 27Apr 11$0.07
Dec 27, 2024Dec 27Jan 10$0.07
Sep 13, 2024Sep 13Sep 27$0.07
View details

Ownership

Institutions 91.56%30.76M sharesInsiders 4.68%1.57M sharesOther 3.76%1.26M shares

Shares outstanding 33.59M · Float 31.82M · 94.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
FMR LLC5.04M15.00%13FAug 13, 2026
BlackRock, Inc.3.95M11.76%13FAug 7, 2026
T. Rowe Price Investment Management, Inc.2.17M6.20%13GOct 7, 2024
Vanguard Capital Management LLC1.44M4.28%13FAug 13, 2026
American Century Companies Inc1.32M3.93%13FAug 12, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 28, 2026Daniel R. Freidmanofficer: Chief Sourcing Officer−11,207$15.00
View details

Peers

  • Designer Brands

    Direct DSW overlap in branded family-footwear retail

  • Shoe Carnival

    Family-footwear chain overlap across stores and e-commerce

  • Steve Madden

    Fashion-footwear portfolio overlap with wholesale and DTC channels

  • Wolverine Worldwide

    Owned footwear brands overlap in comfort, casual and performance

  • Deckers Brands

    Large footwear brands challenge fashion, comfort and performance

  • Genesco

    Journeys retail and Johnston & Murphy overlap footwear channels

  • Crocs

    Casual and comfort footwear overlap through Crocs and HEYDUDE

  • Birkenstock

    Premium comfort footwear overlap in wholesale and DTC channels

CompareAfter-hours close

CompanyPriceChange
Caleres$12.48−0.08%$419.2M1,248.07.00.1+8.5%
Designer Brands$5.42−1.28%$278.8M28.812.90.1+1.4%
Shoe Carnival$13.69−0.04%$371.7M10.19.60.3−2.5%
Steve Madden$44.24−0.02%$3.23B22.118.31.2+18.6%
Wolverine Worldwide$20.340.00%$1.67B15.611.70.9+6.8%
Deckers Brands$88.07+0.36%$11.95B12.511.52.2+5.7%
Genesco$33.32+0.02%$370.0M19.312.40.2+2.8%
Crocs$124.64+1.99%$5.86B10.68.41.4+2.6%
Birkenstock$36.15+1.49%$6.56B16.713.02.5+9.9%
Median16.212.01.0+4.2%