Caleres, Inc. · NYSE:CAL

Caleres — Q2 2019 Earnings Presentation

6 slides from Caleres's earnings presentation, Aug 26, 2019

  1. Slide 1: Second Quarter 2019 Earnings

    Second Quarter 2019 Earnings August 26, 2019

  2. Slide 2: Safe harbor statement

    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

  3. Slide 3: Brand Portfolio – 2Q'19

    Brand Portfolio – 2Q’19 • Sales up 17.9% year-over-year • Sales up 0.4% year-over-year excluding addition of Vionic and Blowfish Malibu sales and planned reductions in Allen Edmonds sales • Announced exclusive partnership with Veronica Beard to produce women’s footwear collection beginning with the

  4. Slide 4: Famous Footwear – 2Q'19

    Famous Footwear – 2Q’19 • Same-store-sales up 1.5% year-over-year, reflecting sequential improvement throughout the quarter • Total sales down 2.2% year-over-year – Operated 35 fewer doors year-over- year • Experienced significant improvement in athletic styles from lead vendor partner as the quarte

  5. Slide 5: Other financial metrics

    Other financial metrics US$M except per share 2Q’19 2Q’18 2Q Chg 1H’19 1H’18 1H Chg Gross profit $305.9 $293.1 4.4% $585.8 $568.0 3.1% Margin 40.7% 41.5% (82 bps) 41.0% 42.4% (147 bps) Adj. gross profit $305.9 $293.6 4.2% $592.9 $568.6 4.3% Adjusted margin 40.7% 41.6% (90 bps) 41.5% 42.5% (101 bps)

  6. Slide 6: FY'19 Guidance

    FY’19 Guidance Consolidated sales of ~$3.0B • Brand Portfolio sales up low- to mid- teens, including acquisitions • Famous Footwear same-store-sales flat to up low-single digits Adjusted diluted EPS of $2.35 to $2.45 • Reflects 9% growth, at mid-point • Excludes ~$0.16 of expenses related to brand a

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