CALCaleres, Inc.
The Read
4% after beating Q4 2025 estimates with e-commerce and Stuart Weitzman gains, then dipped 6% in Q1 2026 as integration risks overshadowed top-line growth, but bounced 18.
The schedule
- Tue10Nov
- Tue12Jan
- Sun14Feb
- Thu15Apr
- Thu3Jun
- Tue10Aug
Past
- Tue8Sep
- Wed5Aug
Actual outcome: Bull · $14.15 at outcome
CAL shares easily exceeded the $12.80 bull target, closing at $14.15, as the market digested the potential impact of new trade policies. Investors largely shrugged off worst-case tariff fears regarding imported footwear and apparel, signaling confidence in the company's supply chain resilience and ability to defend its margins.
Market assessment of potential tariff impacts on imported footwear and apparel margins under President Trump's trade policies.
- Thu4Jun
Actual outcome: Bear · $13.77 at outcome
Caleres reported Q1 earnings that met estimates and sales at the top end of guidance, aided by its Brand Portfolio and the recent Stuart Weitzman acquisition. However, the stock declined as investors focused on ongoing retail headwinds, leverage risks, and profitability pressures associated with integrating the new brand, pushing shares toward the bear floor.
- Thu19Mar
Actual outcome: Bull · $11.45 at outcome
Caleres met Q4 EPS estimates of $0.07 and delivered an 8.7% increase in net sales to $695.1 million, bolstered by e-commerce strength and a 20.3% jump in Brand Portfolio sales following the Stuart Weitzman acquisition. The stock rallied past the bull target because, despite some margin deleverage, the better-than-feared results and management's guidance for profit growth in 2026 (adjusted EPS of $1.35–$1.65) reassured investors.
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