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Tuesday, November 21, 2017

Caleres (CAL) reported earnings on Tue 21 November 2017 (a/h)

** charts before earnings ** 





** charts after earnings **



Caleres misses by $0.05, misses on revs; reaffirms FY18 guidance 
  • Reports Q3 (Oct) earnings of $0.80 per share, $0.05 worse than the Capital IQ Consensus of $0.85; revenues rose 5.8% year/year to $774.66 mln vs the $785.75 mln Capital IQ Consensus.
    • Famous Footwear total sales of $473.1 million were up 1.1%, while back-to-school same-store-sales were up 2.6% and third quarter same-store-sales were up 0.9%.
    • In total, third quarter sales were negatively impacted by approximately $35 million, due to the hurricanes in Texas and Florida and the delayed start to the fall boot season.
    • Inventory of $598.4 million was up 14.0% year-over-year, including Allen Edmonds.
  • Co guidance for FY18, sees EPS of 2.10-2.20 vs. $2.16 Capital IQ Consensus Estimate.
    • Sees FY 18 revs of $2.7-2.8 bln vs $2.79 bln 
  • Co states, "While weather-related events had a negative impact to topline sales of approximately $35 million, sales have improved in November, as more seasonal weather arrived. As a result, we are maintaining our fiscal 2017 adjusted EPS guidance." 

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