Caleres

CAL

Market cap $436M

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.

Caleres, Inc. (CAL) Q4 2026 Earnings Call Transcript

Though Caleres reported a Q4 loss, its results were better than expected. The company expects profit growth in 2026.

Caleres, Inc. (NYSE:CAL) shares surged after it reported fourth-quarter 2025 results. Consolidated sales rose 8.7% year over year to $695.06 million, topping the $679.6 million estimate.

Royce Capital Small-Cap Portfolio fund advanced 8.9% in 2025 versus a 12.6% gain for the small-cap value index for the same period. Seven of the portfolio's 10 equity sectors made a positive impact on calendar year performance. Two of the Fund's top five contributors provide electronics contract manufacturing services, or “EMS.”.

CAL, CTTAY and LXFR have been added to the Zacks Rank #5 (Strong Sell) List on March 19, 2026.

ST. LOUIS--(BUSINESS WIRE)--Caleres (NYSE: CAL), a market-leading portfolio of consumer-driven footwear brands, today reported financial results for the fourth quarter and full year 2025, as well as guidance for first quarter and full year 2026. Reported fourth quarter net sales of $695.1 million, up 8.7%. Brand Portfolio sales increased 20.3%, with organic sales up 1.5%. Continued growth across all channels of our Brand Portfolio business, supplemented by continued market share gain in Women's.

ST. LOUIS--(BUSINESS WIRE)--Caleres (NYSE: CAL), a market-leading portfolio of consumer-driven footwear brands, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.07 per share to be paid on April 10, 2026, to shareholders of record as of March 26, 2026. Caleres has paid consecutive quarterly dividends for over a century, reflecting a core commitment to shareholders and a testament to the company's financial strength. About Caleres Caleres is a marke.

Seven of the portfolio's 10 equity sectors made a positive impact on calendar year performance. Three of the Fund's top five contributors provide electronics contract manufacturing services, or EMS. The Fund's underperformance versus the Russell 2000 Value in 2025 came from stock selection; sector allocation decisions were positive.

ST. LOUIS--(BUSINESS WIRE)--Caleres (NYSE: CAL), a market-leading portfolio of consumer-driven footwear brands, will release its fourth quarter and year-end 2025 financial results before market open on Thursday, March 19, 2026. Following the announcement, company executives will host a conference call at 10 a.m. Eastern Time to discuss results and provide a general business update. Investors, Caleres associates, media, and the public are invited to join the call. Participants in North America c.