Q2 FY2027 EarningsQ2 FY27 (ended Aug 1, 2026) results marginally missed top-line expectations while significantly beating bottom-line consensus due to a $55.6M one-time tariff refund. Revenue of $695.5M missed the $702.5M consensus by 1.0%, weighed down by a 6.3% decline in Famous Footwear. However, normalized EPS of $1.71 (including the tariff benefit) substantially exceeded the $0.37 consensus. Brand Portfolio organic growth of 8.2% and the integration of Stuart Weitzman provided positive offsets, but persistent macro headwinds at Famous Footwear remain a concern for H2 FY27.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Caleres(CAL) the Revenue is 695.45 M (+5.61%), Miss estimate;the EBIT is 22.05 M (+137.3%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.70B5.61%
0.70B6.68%
-0.01B1.07%
EBITExceed expectations
0.02B137.32%
0.02B121.49%
+0.00B15.83%
EPS
TBA--
0.5--
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Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf