Caleres Inc (CAL)

NYSE:CAL

CAL

Caleres

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Caleres (CAL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Sep 02, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.37

Last Year’s EPS

0.35

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Jun 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted strong performance and margin expansion within the Brand Portfolio — driven by lead brands, e-commerce, international growth and successful Stuart Weitzman integration — resulting in consolidated sales growth and an EPS beat. However, Famous Footwear showed softness with declining comps, compressing margins, and management flagged tariff uncertainty, acquisition-related SG&A pressure and inventory considerations. The positives in Brand Portfolio and operational momentum materially outweigh the Famous-specific challenges and one-time acquisition impacts.

Company Guidance

The company guided Q2 consolidated sales up mid- to high-single digits with Brand Portfolio sales up in the mid-20% range (inclusive of low double-digit organic growth) and Famous Footwear sales and comps down mid-single digits; it expects to open 3 stores and close 2 in Q2, consolidated gross margin to expand 345–375 bps, SG&A to deleverage 325–375 bps, a tax rate of 26–27% and GAAP EPS of $0.32–$0.38. For fiscal 2026 the outlook is consolidated sales up low- to mid-single digits, Brand Portfolio sales up low double digits (mid-single digits organically), Famous down low- to mid-single digits, 12 store openings and 15 closures, consolidated gross margin up 220–260 bps, SG&A rate flat to slightly deleveraged, interest expense of ~$18 million, a tax rate of 27–28%, GAAP EPS $1.44–$1.69 (adjusted EPS $1.40–$1.65) and CapEx of ~$50–55 million. Guidance assumes new tariffs will be enacted in July 2026 to largely replace prior IEEPA tariffs; the company estimates it is eligible for approximately $57.8 million plus interest in IEEPA refunds but has not recorded a receivable or included any refund in guidance given legal/regulatory uncertainty and macro risks (elevated inflation/possible slowdown).

Consolidated Sales Growth and EPS Beat

First quarter sales of $667.0M, up 8.5% year-over-year; reported diluted EPS of $0.38 vs $0.22 a year ago and above guidance.

Brand Portfolio Strong Performance

Brand Portfolio organic sales up 5.8% and up 20.6% including Stuart Weitzman; Lead Brands grew ~7% organically and represented nearly 60% of organic Brand Portfolio sales.

Significant Gross Margin Expansion

Consolidated gross margin 47.3%, up 200 basis points; Brand Portfolio gross margin 49.0%, up 520 basis points driven by favorable brand/channel mix, tariff mitigation, improved product mix and lower markdowns.

Notable Brand-Level Momentum

Sam Edelman delivered double-digit top-line growth and gained market share (#9 women's fashion footwear per Circana); Allen Edmonds grew nearly 20%; Stuart Weitzman sales of $43.9M with progress toward breakeven in fiscal 2026.

E-commerce and International Strength

Famous Footwear e-commerce up nearly 10%; owned e-commerce growth across Brand Portfolio; international business showing gains (e.g., Sam Edelman and Stuart Weitzman traction in China and Europe).

FLAIR Format and Elevated Product Strategy Paying Off

59 FLAIR locations generated a 7-point sales lift overall and 9-point lift for stores opened within the last year; Elevated products penetration at Famous increased ~50% with penetration reaching ~20%.

Operational and Strategic Integration Wins

Successful integration of Stuart Weitzman onto Caleres platforms with minimal disruption; new centers of expertise (International, specialty retail ops, digital, marketing operations, planning/costing) supporting margin and growth initiatives.

Caleres (CAL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CAL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 02, 2026	2026 (Q2)	0.37 / -	0.35	―	―	―
Jun 04, 2026	2026 (Q1)	0.34 / 0.38	0.22	72.73% (+0.16)
Mar 19, 2026	2025 (Q4)	-0.40 / -0.36	0.33	-209.09% (-0.69)
Dec 09, 2025	2025 (Q3)	0.85 / 0.38	1.23	-69.11% (-0.85)
Sep 04, 2025	2025 (Q2)	0.56 / 0.35	0.85	-58.82% (-0.50)
May 29, 2025	2025 (Q1)	0.36 / 0.22	0.88	-75.00% (-0.66)
Mar 20, 2025	2024 (Q4)	0.26 / 0.33	0.86	-61.63% (-0.53)
Dec 05, 2024	2024 (Q3)	1.36 / 1.23	1.37	-10.22% (-0.14)
Sep 12, 2024	2024 (Q2)	1.22 / 0.85	0.98	-13.27% (-0.13)
May 30, 2024	2024 (Q1)	0.86 / 0.88	0.97	-9.28% (-0.09)

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	$8.80	$10.48	+19.07%
Dec 09, 2025	$13.33	$12.59	-5.56%
Sep 04, 2025	$14.71	$14.01	-4.75%
May 29, 2025	$16.03	$13.10	-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 Sep 02, 2026, After Close (Confirmed).

What is Caleres Inc (CAL) earnings time?

Caleres Inc (CAL) earnings time is at Sep 02, 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 (Q2) is 0.37.