公司业务概况 - 公司主要业务包括女鞋、男鞋、儿童鞋和服装配饰四大类[10] - Famous Footwear是公司旗下的主要零售品牌,通过线上线下渠道销售各类运动、休闲和时尚鞋品[10,11,12,13,14,15,16,17,18] - Famous Footwear拥有近900家实体门店,分布在49个州、加拿大和关岛,主要位于购物中心和购物广场[16] - 公司自有品牌和授权品牌约占Famous Footwear销售额的6%[11] - 公司的品牌组合业务包括设计、开发、采购、营销和分销各类女鞋、男鞋和儿童鞋产品[19,20,21] - 公司拥有自有品牌Sam Edelman和Vionic,产品定位于时尚和舒适鞋履[20,21] - 公司拥有多个知名鞋履品牌,包括Naturalizer、Allen Edmonds、LifeStride、Dr. Scholl's Shoes等[22-34] - 公司的品牌产品通过批发和直销两种渠道销售,主要客户包括大型零售商、电商平台和独立零售商[35-38] - 公司在2022年共销售约3700万双鞋履产品,其中约12%来自授权品牌[36] - 公司拥有多个自有电商网站,并运营部分实体零售店,如Allen Edmonds、Sam Edelman和Naturalizer[37-40] 产品设计和制造 - 公司在全球多地设有设计和产品开发团队,并在中国东莞设有样品制作工厂,提高产品开发的精准度和速度[43] - 公司主要通过全球约63家第三方制造商生产鞋履产品,其中主要集中在中国、越南等国家[44-45] - 公司还自有部分制造工厂,如位于美国威斯康星州的Allen Edmonds品牌工厂,提供更好的质量控制[46] 营销和渠道 - 公司持续加大营销投入,2022年广告和营销支出约6230万美元,以提升品牌知名度和消费者忠诚度[41-42] - 公司的电商网站和移动应用提供更广泛的产品选择,并提供门店自提等便捷服务,提升消费者体验[12][13][14] - 公司拥有忠诚度计划Famously You Rewards,为会员提供免运费、积分奖励等优惠[15] 财务和经营情况 - 截至2023年1月,公司品牌业务分部的未交付批发订单约为2.846亿美元,较上年同期下降[47-48] - 公司业务存在一定的季节性特点,第三季度通常占全年利润的较大比重[58] 可持续发展和公司治理 - 公司致力于创造包容、公平和多元化的环境，董事会55%为女性，18%为有种族和民族背景的成员[52] - 公司制定了全面的ESG战略和目标,包括使用环保材料、确保供应链符合全球标准等[53,54] 竞争格局 - 公司面临来自实体零售店、电商以及其他品牌的激烈竞争[55,56,57] 管理团队 - 公司高管团队包括执行主席、CEO、CFO等资深人士[61,62,63,64,65] - 公司设有数字商务、供应链、信息技术等多个关键职能部门[66,67,68,70,73]

Company Participants Conference Call Participants Operator At this time, I'll turn the call over to Logan Bonacorsi, Vice President of Investor Relations. Please go ahead. Good morning. I'd like to thank you for joining our fourth quarter and full year 2022 earnings call and webcast. A press release with detailed financial tables, as well as our quarterly slide presentation are available at caleres.com. Please be aware todayÂ's discussion contains forward-looking statements, which are subject to a number of ...

业绩总结 - 2022财年调整后的每股收益预计在4.30至4.40美元之间[47] - 2022财年合并销售预计较2021年增长4%至6%[46] - 2022年第三季度每股收益为1.15美元，较2021年增长约11%[90] - 2022年GAAP净收益为$140,933千，较2021年增长36.5%[118] - 2022年第三季度GAAP净收益为$27,987千，摊薄每股收益为$0.69[112] 用户数据 - Famous Footwear第三季度净销售额为4.82亿美元，同比下降2.6%[83] - 品牌组合第三季度净销售额为3.23亿美元，同比增长7.6%[88] 毛利率与库存 - Famous Footwear第三季度毛利率为44.7%，反映出更为正常的定价和增加的促销活动[84] - 品牌组合第三季度毛利率为37.9%，受益于更高的批发价格和高毛利销售[89] - 第三季度库存较2021年同期增长17.5%，但较2019年下降11.5%[86] 费用与支出 - 预计2022年全年的利息支出约为1400万美元[48] - 2022年全年的资本支出预计为5500万美元[48] - 2022年第三季度总费用/其他项目为$29,554千[119] - 总费用/其他项目为$2,910千，影响每股收益$0.07[119] - 2022年第三季度组织变更费用为$0.07[123]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended October 29, 2022 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _____________ to _____________ Commission file number: 1-2191 CALERES, INC. (Exact name of registrant as specified in its charter) New York 4 ...

Caleres, Inc. (NYSE:CAL) Q3 2022 Earnings Conference Call November 22, 2022 10:00 AM ET Company Participants Logan Bonacorsi - VP, IR Diane Sullivan - Chairman and CEO J. Schmidt - President Jack Calandra - SVP and CFO Conference Call Participants Steve Marotta - C.L. King & Associates Abbie Zvejnieks - Piper Sandler Laura Champine - Loop Capital Mitch Kummetz - Seaport Research Dana Telsey - Telsey Advisory Group Operator Good afternoon, and welcome to the Caleres Third Quarter Earnings Conference Call. My ...

CALERES Third Quarter Earnings NOVEMBER 22, 2022 Safe Harbor Statement UNDER THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995 This presentation contains certain forward-looking statements and expectations regarding the company's future performance and the performance of its brands. Such statements are subject to various risks and uncertainties that could cause actual results to differ materially. These risks include (i) supply chain disruptions and inflationary pressures; (ii) the coronavirus pandemic a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended July 30, 2022 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _____________ to _____________ Commission file number: 1-2191 CALERES, INC. (Exact name of registrant as specified in its charter) New York 43-0 ...

Call Start: 17:00 January 1, 4536 ET Caleres, Inc. (NYSE:CAL) Q2 2022 Earnings Conference Call August 23, 2022, 05:00 PM ET Company Participants Logan Bonacorsi - VP, IR Diane Sullivan - Chairman and CEO Kenneth Hannah - SVP and CFO John Schmidt - President Conference Call Participants Dana Telsey - Telsey Advisory Group Laura Champine - Loop Capital Mitch Kummetz - Seaport Research Steve Marotta - C.L. King & Associates Operator Good afternoon, and welcome to the Caleres Second Quarter Earnings Conference ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 (Mark One) FORM 10-Q ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended April 30, 2022 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _____________ to _____________ Commission file number: 1-2191 CALERES, INC. (Exact name of registrant as specified in its charter) New York 43- ...

Caleres, Inc. (NYSE:CAL) Q1 2022 Earnings Conference Call May 24, 2022 5:00 PM ET Company Participants Logan Bonacorsi - VP, IR Diane Sullivan - Chairman & CEO Kenneth Hannah - SVP & CFO John Schmidt - President Conference Call Participants Laura Champine - Loop Capital Markets Dana Telsey - Telsey Advisory Group Steven Marotta - CL King & Associates Operator Good afternoon, and welcome to the Caleres First Quarter 2022 Earnings Call. My name is Jeff, and I'll be your conference coordinator. At this time a ...