With heritage dating back to 1878, Caleres operates as a diverse portfolio company focused on footwear across all consumer segments. The company operates through Famous Footwear and Brand Portfolio segments, positioning itself as both a major footwear retailer and direct brand operator with significant omnichannel reach.
Cyborg Score Rationale
The company's shares have declined approximately 41.8% year-to-date versus the S&P 500's gain of 16.4%. Q3 2025 earnings of $0.67 per share missed estimates of $0.75 per share, declining from $1.23 a year prior. Mixed operational performance amid retail headwinds suggests execution challenges.
Top Insights
Q3 2025 revenues of $790.05 million slightly exceeded estimates but grew modestly versus prior year revenue of $740.94 million, indicating sluggish topline momentum.
The company faced operational headwinds including an Enterprise Resource Planning (ERP) system upgrade impacting sales and operational visibility.
Portfolio comprises both licensed brands (Nike, Skechers, Adidas, Crocs) and owned brands (Sam Edelman, Stuart Weitzman, Allen Edmonds, Vionic), providing diversified revenue exposure.
Full-year 2026 consensus estimates project EPS of $1.65 on $2.75 billion in revenues.