Caleres, Inc. (NYSE: CAL) Earnings Report Analysis

• Caleres, Inc. (NYSE: CAL) reported an EPS of $0.35, missing the Zacks Consensus Estimate by 31.37%.
• The company generated revenue of $658.52 million, slightly above the estimated $656.5 million.
• Caleres faces challenges in maintaining consistent revenue growth, with a mixed financial outlook highlighted by a P/E ratio of 5.43 and a debt-to-equity ratio of 1.40.

Caleres, Inc. (NYSE: CAL) is a prominent player in the footwear industry, operating under the Zacks Shoes and Retail Apparel category. The company is known for its diverse portfolio of footwear brands, catering to a wide range of consumer preferences. Despite its established presence, Caleres faces competition from other major footwear retailers, which can impact its market performance.

On September 4, 2025, Caleres reported earnings per share (EPS) of $0.35, missing the Zacks Consensus Estimate of $0.51. This represents a significant decline from the $0.85 EPS reported in the same quarter the previous year, resulting in a negative surprise of 31.37%. In the previous quarter, Caleres also fell short of expectations, achieving only $0.22 EPS against an expected $0.37, marking a 40.54% negative surprise.

Despite the earnings miss, Caleres generated revenue of $658.52 million, slightly surpassing the estimated $656.5 million by 1.21%. However, this is a decrease from the $683.32 million reported in the same quarter last year. Over the past four quarters, Caleres has only exceeded consensus revenue estimates once, highlighting challenges in maintaining consistent revenue growth.

Caleres' financial metrics reveal a mixed picture. The company has a price-to-earnings (P/E) ratio of 5.43, indicating a relatively low valuation compared to its earnings. Its price-to-sales ratio is 0.18, suggesting modest market valuation of its sales. The enterprise value to sales ratio stands at 0.48, valuing the company at less than half of its sales when considering its enterprise value.

The company's financial health is further reflected in its debt-to-equity ratio of 1.40, indicating significant use of debt in its capital structure. The current ratio of 1.10 suggests a slightly higher level of current assets compared to current liabilities, which can be a sign of short-term financial health. Caleres' earnings yield of 18.41% offers a measure of return on investment for shareholders, despite recent earnings challenges.