Caleres Inc (NYSE: CAL) is a footwear company that designs, sources, and sells shoes through two operating segments: Famous Footwear, a chain of retail stores, and Brand Portfolio, a wholesale and direct-to-consumer branded footwear business. Revenue comes from retail store sales at Famous Footwear locations, wholesale sales to national chains, department stores, and specialty retailers, and direct-to-consumer sales through 15 branded e-commerce websites and owned brand retail stores. The Brand Portfolio segment sold approximately 32 million pairs of shoes on a wholesale basis in FY2025, with licensed products accounting for roughly 14% of that segment's sales. Total consolidated net sales were $2,757.9 million in FY2025, split between $2,515.7 million domestic and $242.2 million international. Caleres is headquartered in Clayton, Missouri, pays a quarterly dividend of $0.07 per share as of March 2026, and sources approximately $451.0 million of shoes annually through roughly 49 third-party manufacturers operating approximately 107 facilities.
Footwear brands including Famous Footwear (retail), Sam Edelman, Allen Edmonds (58 U.S. stores as of end of FY2025), Stuart Weitzman (acquired August 2025), Naturalizer, Franco Sarto, Rykä, Blowfish Malibu. Retail price points range from approximately $50 (Rykä) to $290 (Franco Sarto boots). Licensed products represented approximately 14% of Brand Portfolio segment sales in FY2025.
Transactional retail sales at Famous Footwear stores, wholesale sales of branded footwear to retail accounts, direct-to-consumer e-commerce and owned brand stores, and royalty/license revenue from third-party licensees of owned brands.
End consumers purchasing footwear for casual, athletic, dress, and lifestyle use. Wholesale customers include national chains, department stores, specialty retailers, and independent retailers. Famous Footwear serves mass-market consumers directly. Three key third-party suppliers (Nike, Skechers, adidas) represented approximately 24% of consolidated net sales in FY2025, indicating material supplier concentration on the procurement side.
Primarily domestic U.S. operations. Domestic net sales were $2,515.7 million and international net sales were $242.2 million in FY2025 (approximately 91% domestic, 9% international). Sourcing is primarily international through third-party manufacturers.
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