What Do Analysts Think About Caleres (CAL)?

Core Insights - Caleres, Inc. is considered one of the most undervalued retail stocks, with fiscal Q2 2025 results showing consolidated sales of $658.5 million, a decrease of 3.6% year-over-year [1] - The Brand Portfolio sales also experienced a decline of 3.5%, while the company gained market share in women's fashion footwear despite a tariff impact of approximately $10 million [2] - Famous Footwear sales fell by 4.9%, with comparable sales down 3.4% [2] Financial Performance - Consolidated sales for Q2 2025 were reported at $658.5 million, reflecting a 3.6% decrease compared to the previous year [1] - Brand Portfolio sales decreased by 3.5%, indicating challenges in this segment [1] - Famous Footwear sales declined by 4.9%, with comparable sales down 3.4%, highlighting a struggle in maintaining sales momentum [2] Market Position - The company has seen gains in the women's fashion footwear market share, suggesting a potential area of strength despite overall sales declines [2] - Management noted a tariff impact of around $10 million, which may have influenced sales performance [2] Analyst Perspective - Following the earnings release, KeyBanc analyst Ashley Owens maintained a Hold rating on Caleres, Inc. without assigning a price target, indicating a cautious outlook [3] - The company operates as a global footwear retailer through its Brand Portfolio and Famous Footwear segments, focusing on sourcing, designing, and distributing footwear for all ages [3]