
Caleres expects fiscal 2026 consolidated net sales to increase low to mid-single digits. GAAP EPS is guided from $1.31 to $1.61, and adjusted EPS is expected from $1.35 to $1.65.
Bullish
Caleres saw strong Brand Portfolio sales growth of 20.3% and double-digit eCommerce sales. The company also gained market share in key footwear categories and completed the Stuart Weitzman integration successfully.
Bearish
Caleres faced a GAAP loss per diluted share of $0.70 and an adjusted loss of $0.36, with Famous Footwear sales declining. Gross margin compressed, and geopolitical risks present uncertainty for Caleres.