Jul 2026 (Q2 FY27) — Sep 9, 2026
Caleres Q2 FY27 — Brand Portfolio Strength and Stuart Weitzman Progress Offset Famous Footwear Headwinds
Read the full callCaleres earnings: last reported Wed, 9 Sep 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 695 | +5.6% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 11.2 | +9.8 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 58.6 | +773.6% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Price
1Y: $12.47 on 17 Oct 2025 → $12.75. High $14.73 (11 Jun 2026), low $8.86 (18 Mar 2026).
Overview
Call summaries
Caleres Q2 FY27 — Brand Portfolio Strength and Stuart Weitzman Progress Offset Famous Footwear Headwinds
Read the full callCaleres Q1 FY27 — Brand Portfolio strength drives EPS beat amid soft Famous Footwear
Read the full callEvery analysed call
Financials
Net profit, year on year: +774% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 741 | 639 | 614 | 659 | 790 | 695 | 667 | 695 |
| Operating profit | 57 | 8 | 12 | 9 | 12 | -26 | 24 | 78 |
| Operating margin | 7.7% | 1.2% | 1.9% | 1.4% | 1.5% | −3.8% | 3.6% | 11.2% |
| Profit before tax | 54 | 1 | 8 | 6 | 6 | -33 | 20 | 78 |
| Tax rate | 23.6% | −293.1% | 29.8% | −22.0% | 76.7% | 25.5% | 32.4% | 23.6% |
| Net profit | 41 | 5 | 7 | 7 | 2 | -23 | 14 | 59 |
| EPS ($ per share) | 1.20 | — | 0.21 | 0.20 | 0.07 | — | 0.42 | 1.72 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 519 | 524 | 49 | 158 | 266 | 410 | 442 | 421 |
| Total liabilities | 1,203 | 1,783 | 1,663 | 1,521 | 1,410 | 1,237 | 1,289 | 1,357 |
| Fixed assets | 231 | 225 | 172 | 150 | 161 | 168 | 175 | 203 |
| Total assets | 1,839 | 2,432 | 1,867 | 1,844 | 1,836 | 1,805 | 1,895 | 1,966 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 130 | 171 | 126 | 168 | 126 | 200 | 105 | 103 |
| Cash from investing | -436 | -50 | -22 | -24 | -64 | -50 | -52 | -161 |
| Cash from financing | 273 | -106 | -61 | -202 | -58 | -163 | -45 | 58 |
| Net cash flow | -34 | 15 | 43 | -58 | 4 | -12 | 8 | 0 |
| Capital expenditure | -62 | -45 | -17 | -18 | -56 | -45 | -49 | -64 |
| Free cash flow | 67 | 126 | 110 | 150 | 70 | 156 | 55 | 39 |
| KPI | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|
| Stores Sam Edelman | 113From a brick-and-mortar perspective, we ended the quarter with 113 Sam Edelman stores including 54 owned and 59 franchise with 109 being international.Source: earnings call transcript | 110And finally, we ended the quarter with 110 owned and franchised Sam Edelman stores, including four in North America.Source: earnings call transcript | -2.7% |
| Stores Stuart Weitzman | 71Stuart Weitzman ended the quarter with 71 stores, including 23 in North America and 48 in China.Source: earnings call transcript | 62We ended the quarter with 62 stores, including 21 in North America and 41 in Asia.Source: earnings call transcript | -12.7% |
| Stores Stuart Weitzman North America | 23Stuart Weitzman ended the quarter with 71 stores, including 23 in North America and 48 in China.Source: earnings call transcript | 21We ended the quarter with 62 stores, including 21 in North America and 41 in Asia.Source: earnings call transcript | -8.7% |
| Stores Allen Edmonds | 58These 18 stores outperformed the broader 58 store fleet by 11 points in the quarter.Source: earnings call transcript | 58Retail sales were strong again, led by our 18 Port Washington Studio stores, where sales grew 15%, outperforming the rest of our 58-store fleet by over 800 basis points.Source: earnings call transcript | 0% |
| Stores Famous Footwear | 812We ended the quarter with 812 store locations as we closed 10 and opened 1 during the quarter.Source: earnings call transcript | 814We ended the quarter with 814 store locations as we opened three stores and closed three stores in the quarter.Source: earnings call transcript | +0.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
40 filings between Nov 1, 2025 and Sep 8, 2026.
Purchases
None
No insider bought shares.
Sales
$168.1K
1 sale by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Freidman Daniel R | — | $168.1K | May 28, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 8, 2026 | Welter Kathleen K SVP, Chief HR Officer | Tax withheld | 1,882 | $23.2K |
| Aug 1, 2026 | KLEIN WARD M Director | Award | 1,950 | $25.0K |
| Aug 1, 2026 | LANGENSTEIN MOLLY Director | Award | 1,950 | $25.0K |
| Jun 8, 2026 | Costello Brian P Div President, Famous Footwear | Award | 21,037 | $0 |
| Jun 8, 2026 | Welter Kathleen K SVP, Chief HR Officer | Award | 19,055 | $0 |
| Jun 8, 2026 | THORN BRUCE K Director | Award | 12,196 | $160.0K |
| Jun 8, 2026 | LANGENSTEIN MOLLY Director | Award | 12,196 | $160.0K |
| Jun 8, 2026 | Gupta Mahendra R Director | Award | 12,196 | $160.0K |
| Jun 8, 2026 | Hill Willis Chief Information Officer | Award | 21,037 | $0 |
| Jun 8, 2026 | Karpel Daniel L SVP, Chief Financial Officer | Award | 15,244 | $0 |
| Jun 8, 2026 | Karpel Daniel L SVP, Chief Financial Officer | Award | 11,433 | $0 |
| Jun 8, 2026 | Schmidt John W President & CEO, Caleres | Award | 190,549 | $0 |
| Jun 8, 2026 | Burke Thomas C SVP, General Counsel | Award | 21,037 | $0 |
| Jun 8, 2026 | Freidman Daniel R Chief Sourcing Officer | Award | 22,866 | $0 |
| Jun 3, 2026 | MILLARD WENDA HARRIS Director | Option exercise | 4,718 | — |
| May 28, 2026 | Freidman Daniel R Chief Sourcing Officer | Sale 10b5-1 plan | 11,207 | $168.1K |
| May 2, 2026 | LANGENSTEIN MOLLY Director | Award | 1,889 | $25.0K |
| May 2, 2026 | KLEIN WARD M Director | Award | 1,889 | $25.0K |
| Mar 21, 2026 | Hill Willis Chief Information Officer | Tax withheld | 1,480 | $16.2K |
| Mar 21, 2026 | Burke Thomas C SVP, General Counsel | Tax withheld | 890 | $9.7K |
| Mar 21, 2026 | Freidman Daniel R Chief Sourcing Officer | Tax withheld | 1,346 | $14.7K |
| Mar 21, 2026 | Schmidt John W President & CEO, Caleres | Tax withheld | 14,196 | $155.4K |
| Mar 16, 2026 | Burke Thomas C SVP, General Counsel | Tax withheld | 1,812 | $16.8K |
| Mar 16, 2026 | Hill Willis Chief Information Officer | Tax withheld | 2,751 | $25.4K |
| Mar 16, 2026 | Schmidt John W President & CEO, Caleres | Tax withheld | 22,405 | $207.2K |
| Mar 16, 2026 | Freidman Daniel R Chief Sourcing Officer | Tax withheld | 2,339 | $21.6K |
| Mar 12, 2026 | Burke Thomas C SVP, General Counsel | Tax withheld | 1,610 | $15.3K |
| Mar 12, 2026 | Hill Willis Chief Information Officer | Award | 4,733 | $0 |
| Mar 12, 2026 | Hill Willis Chief Information Officer | Tax withheld | 2,335 | $22.2K |
| Mar 12, 2026 | Schmidt John W President & CEO, Caleres | Award | 26,253 | $0 |
| Mar 12, 2026 | Schmidt John W President & CEO, Caleres | Tax withheld | 13,599 | $129.5K |
| Mar 12, 2026 | Freidman Daniel R Chief Sourcing Officer | Award | 4,005 | $0 |
| Mar 12, 2026 | Freidman Daniel R Chief Sourcing Officer | Tax withheld | 1,816 | $17.3K |
| Mar 12, 2026 | Burke Thomas C SVP, General Counsel | Award | 4,689 | $0 |
| Jan 31, 2026 | LANGENSTEIN MOLLY Director | Award | 2,039 | $25.0K |
| Jan 31, 2026 | KLEIN WARD M Director | Award | 2,039 | $25.0K |
| Jan 13, 2026 | Schmidt John W President & CEO, Caleres | Tax withheld | 14,693 | $204.8K |
| Dec 11, 2025 | Karpel Daniel L SVP, Chief Accounting Officer | Award | 22,884 | $0 |
| Nov 1, 2025 | LANGENSTEIN MOLLY Director | Award | 2,316 | $25.0K |
| Nov 1, 2025 | KLEIN WARD M Director | Award | 2,316 | $25.0K |
| Sep 12, 2025 | Calandra Jack SVP, Chief Financial Officer | Tax withheld | 4,671 | $71.1K |
| Sep 8, 2025 | Welter Kathleen K SVP, Chief HR Officer | Award | 19,443 | $0 |
| Sep 8, 2025 | Costello Brian P Div President, Famous Footwear | Award | 12,962 | $0 |
| Aug 2, 2025 | KLEIN WARD M Director | Award | 1,898 | $25.0K |
| Aug 2, 2025 | LANGENSTEIN MOLLY Director | Award | 1,898 | $25.0K |
| Jun 6, 2025 | Schmidt John W President & CEO, Caleres | Purchase | 7,600 | $101.8K |
| Jun 5, 2025 | MILLARD WENDA HARRIS Director | Option exercise | 7,926 | — |
| Jun 2, 2025 | THORN BRUCE K Director | Award | 12,131 | $160.0K |
| Jun 2, 2025 | LANGENSTEIN MOLLY Director | Award | 12,131 | $160.0K |
| Jun 2, 2025 | KLEIN WARD M Director | Award | 12,131 | $160.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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