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Stock impact report

Caleres Is Now Reasonably Priced, But Is Not Attractive After The Rally [Seeking Alpha]

Caleres, Inc. (CAL) 
Last caleres, inc. earnings: 3/12 04:10 pm Check Earnings Report
US:NYSE Investor Relations: investor.caleres.com
Company Research Source: Seeking Alpha
I view CAL stock as fairly valued at $10.5/share, trading at 6.5x–8x FY26 adjusted EPS guidance of $1.35–$1.65, reflecting its leveraged balance sheet and operational risks. Management guides for FY26 gross margin improvement of 140–180bps, driven by tariff mitigation and pricing, but underlying consumer demand and execution remain uncertain. I maintain a Hold rating on CAL stock due to breakeven margins, increased leverage post-acquisition, and limited confidence in management's capital allocation and margin recovery strategy. Nick David/DigitalVision via Getty Images Caleres, Inc. ( CAL ) reported Q4 '25 results . The results had more negatives than positives, but the stock reacted very positively (up almost 20% on the day after the release). The reason behind the rally is probably This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions with Show less Read more
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