Footwear company Caleres (NYSE: CAL) will be reporting results this Thursday before the bell. Here’s what investors should know.
Caleres beat analysts’ revenue expectations last quarter, reporting revenues of $790.1 million, up 6.6% year on year. It was a disappointing quarter for the company, with full-year EPS guidance missing analysts’ expectations significantly and a significant miss of analysts’ adjusted operating income estimates.
Is Caleres a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Caleres’s revenue to grow 7.2% year on year, a reversal from the 8.3% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Caleres has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Caleres’s peers in the consumer discretionary - footwear segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Crocs’s revenues decreased 3.2% year on year, beating analysts’ expectations by 4.3%, and Genesco reported revenues up 7.2%, topping estimates by 1.6%. Crocs traded up 17.1% following the results while Genesco’s stock price was unchanged.
Read our full analysis of Crocs’s results here and Genesco’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer discretionary - footwear stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.2% on average over the last month. Caleres is down 24.2% during the same time and is heading into earnings with an average analyst price target of $15 (compared to the current share price of $9.24).
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