Caleres Q4 sales beat estimates on e-commerce strength

Caleres

19/03/2026 10:54

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    Overview
  
    * U.S. footwear brand portfolio's Q4 sales rose 8.7%, beating analyst expectations
    * Adjusted EPS for Q4 was a loss, impacted by Stuart Weitzman integration costs
    * Company completed Stuart Weitzman integration with minimal business disruption

    
    Outlook
  
    * Caleres sees Q1 net sales up mid to high-single digits, adjusted EPS $0.25-$0.30
    * Company expects FY26 net sales up low to mid-single digits, adjusted EPS $1.35-$1.65
    * Caleres says profit improvement in 2026 to be driven by tariff mitigation and Stuart Weitzman breakeven

    
    Result Drivers
  
    * BRAND PORTFOLIO GROWTH - Brand Portfolio segment sales rose 20.3%, with organic growth of 1.5%, driven in part by the addition of Stuart Weitzman
    * E-COMMERCE & INTERNATIONAL - Continued strength in owned e-commerce and international channels supported performance, per CEO Jay Schmidt
    * STUART WEITZMAN IMPACT - Stuart Weitzman integration completed with minimal disruption, but related costs and operating losses weighed on adjusted EPS

    
Company press release:  ID:nBwblSgZ6a 
    
    Key Details
  
                               
                               
 Metric    Beat/Mis  Actual    Consensu
           s                   s
                               Estimate
                               
                               
 Q4 Sales  Beat      $695.06   $679.65
                     mln       mln (3
                               Analysts
                               )
 Q4 EPS              -$0.70     
 Q4 Net              -$1.58     
 Income              mln       
 Q4 Basic            -$0.70     
 EPS                           
 Q4 EBIT             -$26.47    
                     mln       
 Q4 Gross            $290.34    
 Profit              mln       
 Q4                  -$32.65    
 Pretax              mln       
 Profit                        
    
    Analyst Coverage
  
    * The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
    * The average consensus recommendation for the apparel & accessories retailers peer group is "buy"
    * Wall Street's median 12-month price target for Caleres Inc is $15.00, about 69.3% above its March 18 closing price of $8.86
    * The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago

    
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)