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CAL

Caleres, Inc.

CAL Q2 2026 earnings

Published Sep 9, 2026

AI summary

  • Adjusted EPS beat consensus.
  • Caleres reported second quarter net sales of $695.5 million, an increase of 5.6% over the prior year.
  • GAAP earnings per diluted share rose to $1.71, compared to $0.20 in the same period last year.
  • The Brand Portfolio segment saw strong organic growth, while Famous Footwear sales declined by 6.3%.
  • Results were bolstered by $55.6 million in tariff refunds, which significantly impacted gross margins.

Results vs analyst consensus

Revenue

Reported

$695M

Consensus not captured before release

+5.6% YoY

Adjusted EPS

Reported · adjusted earnings per diluted share

$0.47

Consensus $0.37

Beat by $0.10

GAAP EPS: $1.71

Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.

Next quarter outlook

$0.62–$0.70

third quarter 2026 EPS guidance (GAAP)

Next-quarter consensus not captured before release.

What to watch

  • Famous Footwear sales and comparable store sales declined due to a later Back-to-School season.
  • Results include significant tariff refund recoveries that may not be indicative of core operating results.
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Source: Caleres, Inc. press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.