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Caleres, Inc. · NYSE · Consumer Cyclical
Browse public CAL signals with their source context and measured market impact. Open any signal for its permanent analysis page.
Caleres delivered a stronger-than-expected Q2, posting 0.47 EPS on $695.5 million in revenue, beating consensus by about 10 cents and roughly $8.8 million. The company also raised its FY26 EPS guidance, signaling improving profitability. The stock surged about 14% as investors priced in higher earnings potential and potential multiple expansion, barring broader macro headwinds.
View signal analysisCaleres is slated to unveil Q2 results before the market opens on Sept. 9, with consensus expectations of 0.37 per share on about $702.5 million in revenue. The company recently beat Q1 and raised FY2026 guidance, supporting a constructive setup and modest upside potential at current levels around $12. A 2.31% dividend yield adds income appeal, though yields can drift with price moves.
View signal analysisBenzinga's Edge rankings show Caleres' value score rising to 62.08 from 27.39, with momentum 80.98 and quality 65.50. Lands' End also posts a strong value reading, underscoring a broader shift toward price-conscious retail brands. If inflation remains sticky, CAL's diversified footwear and accessory lines could benefit from stronger value-driven demand in the near term.
View signal analysisCaleres reported better-than-expected earnings with an adjusted EPS loss of 36 cents compared to the consensus estimate of 40 cents. The company's robust e-commerce sales and market share gains in women's footwear contribute to an optimistic outlook, forecasting adjusted EPS for FY26 at $1.35-$1.65.
View signal analysisCaleres acquires Stuart Weitzman from Tapestry for $105 million. Tapestry retains Coach and Kate Spade brands, focusing on long-term success. Recent merger block by FTC highlights shifting competitive landscape in retail. Tapestry's stock showed strong performance despite regulatory setbacks. Jefferies labels Tapestry as a top pick for 2025 with rising web traffic.
View signal analysisCaleres reported Q3 revenues of $740.9 million, missing expectations. Famous Footwear sales dropped 4.8% Y/Y; brand portfolio sales rose 0.7%. Adjusted EPS of $1.23 fell short of the $1.35 consensus. Company lowered FY24 guidance; expects 2.5%-3% decline in net sales. CAL shares down 18.50% after disappointing earnings results.
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