Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Caleres, Inc. (CAL)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
$13.44-8.63%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.19 → 2.19 EPS · FY ending Jan 31, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CAL yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations | Cash from operations turned positive to $69.43M in Q2 2026. | Under Pressure | Cash from operations falls below -$27.78M in any quarter of 2026 | Cash from operations: $83.556M FY2026-Q2; GAAP. Published target: >=69.43 million USD. The target does not explicitly identify fiscal versus calendar quarters. Sep 10, 202683,556,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a value-oriented retail business with uneven performance across its brands, rather than a steady compounder. The long-term thesis is intact, though confidence is medium and execution remains mixed.
CAL is described as cheap versus peers, and the pricing evidence suggests expectations are not demanding. The snapshot labels pricing as justified, with low fragility, so the valuation case does not appear to depend on an unusually optimistic setup.
Near term, strong recent performance and two earnings beats provide support, while Brand Portfolio growth and improved margins show progress. Famous Footwear sales are worsening, however, and a guidance cut would be a meaningful negative; overall risk is high.
Over the next few quarters, the thesis depends on Brand Portfolio growth and margin gains continuing while management improves Famous Footwear. Results from sector peers such as TJX, ROST, and BURL are also a signal: continued strength could support the sector backdrop, while misses or lower guidance could weaken it.
For the 1-to-3-year view, CAL combines an inexpensive peer comparison with strong recent results, but the uneven brand performance and high risk make execution the central test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Caleres is improving earnings with EPS guidance raised to $1.44-$1.69 for 2026. |
| Under Pressure |
| EPS guidance low bound falls below $1.31 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 2 supplied quarters. Management reported: “We continue to expect modest sales growth and meaningful earnings growth in 2026.” “ “We were pleased to report first quarter sales at the top end and earnings ahead of our guidance, reflecting the strength of our strategic growth vectors and broad-based momentum across our Brand Portfolio,” said Jay Schmidt, president and chief executive officer.” Diluted EPS was $1.71 in 2026-Q2. Delivery assessment Nov 4, 2026 |
Operating income growth | Operating income nearly doubled to $23.87M in Q1 2026. | Under Pressure | Operating income falls below $11.58M in any quarter of 2026 | Operating income: $11.968M FY2026-Q3; GAAP. Published target: >=23.87 million USD. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Dec 11, 202511,968,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth rate | A supporting condition in Caleres, Inc.'s published investment case. The stated target is >=4.5% YoY. | Improving | Revenue growth falls below 4.5% YoY next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.28 → $2.19 · observed estimates
$2.95B → $2.95B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-07-25 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-07-26 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-07-27 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-07-28 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-07-29 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-07-30 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-07-31 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-01 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-02 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-03 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-04 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-05 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-06 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-07 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-08 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-09 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-10 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-11 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-12 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-13 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-14 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-15 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-16 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-17 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-18 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-19 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-20 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-21 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-22 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-23 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-24 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-25 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-26 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-27 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-28 | $2.28 | $2,953,550,196 | 2 / 3 |
| 2026-08-29 | $2.27 | $2,950,311,317 | 2 / 3 |
| 2026-08-30 | $2.27 | $2,950,311,317 | 2 / 3 |
| 2026-08-31 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-01 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-02 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-03 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-04 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-05 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-06 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-07 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-08 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-09 | $2.27 | $2,950,311,196 | 2 / 3 |
| 2026-09-10 | $2.20 | $2,947,636,333 | 2 / 2 |
| 2026-09-11 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-12 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-13 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-14 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-15 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-16 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-17 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-18 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-19 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-20 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-21 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-22 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-23 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-24 | $2.19 | $2,945,869,667 | 2 / 3 |
| 2026-09-25 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-09-26 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-09-27 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-09-28 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-09-29 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-09-30 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-10-01 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-10-02 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-10-03 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-10-04 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-10-05 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-10-06 | $2.19 | $2,945,869,667 | 2 / 2 |
| 2026-10-07 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-08 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-09 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-10 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-11 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-12 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-13 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-14 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-15 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-16 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-17 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-18 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-19 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-20 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-21 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-22 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-23 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-24 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-25 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-26 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-27 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-28 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-29 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-30 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-10-31 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-11-01 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-11-02 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-11-03 | $2.19 | $2,945,857,260 | 2 / 2 |
| 2026-11-04 | $2.19 | $2,945,857,260 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Dec 8, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.