Caleres delivered revenue growth of 6.6% in Q3 2025, supported by strong performance in Brand Portfolio and eCommerce channels. However, net income declined sharply, impacted by acquisition-related expenses and margin pressure.
Revenue rose to $790.1 million, driven by a strong Brand Portfolio segment (+18.8%).
Net income dropped to $2.4 million from $41.4 million a year ago.
Gross margin declined to 41.8%, pressured by tariffs and acquisition dilution.
Adjusted EPS was $0.38, down from $1.23 last year; excluding Stuart Weitzman, it was $0.67.
Caleres expects a loss in Q4 2025 and full-year GAAP EPS between -$0.18 and -$0.13, with adjusted EPS of $0.55 to $0.60. Stuart Weitzman will continue to dilute earnings.
Visualization of income flow from segment revenue to net income
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