Caleres, Inc. · NYSE:CAL
Caleres — Brown Shoe — Bank of America and Merrill Lynch Consumer Conference 2009
9 slides from Caleres's conference presentation, Mar 12, 2009
Slide 1: Investor Presentation
Investor Presentation BROWN SHOE COMPANY, INC. Bank of America and Merrill Lynch Consumer Conference March 12, 2009 E V E R Y P E R S O N, E V E R Y D A Y, E V E R Y M O M E N T 1
Slide 2: Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995
Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995: This investor update contains certain forward-looking statements and expectations regarding the Company’s future performance and the future performance of its brands. Such statements are subject to various risks and un
Slide 3: Why Brown Shoe in a Tough Economy?
Why Brown Shoe in a Tough Economy? Brown Shoe is a 130 year-old company that has operated in both growing and declining economies. We have long-established and valued partnerships throughout the retail industry. We believe our vast Sourcing, Design, and Distribution expertise is a competitive advant
Slide 4: Current Initiatives
Current Initiatives Maximizing Profitability & Liquidity Year-end inventory at Famous Footwear down 2.6% on average store basis versus last year Logos Reduced planned capex by appx. $100 million from 2009 to 2011 time period Reduced store opening plan for 2009 to 20 net new stores Informat
Slide 5: Brown Shoe Platform
Brown Shoe Platform A greatly connected footwear company with an integrated, synergistic wholesale-retail platform Retail Wholesale RETAIL WHOLESALE • More than 1,400 total retail doors – more • World class global sourcing network. than 1,100 Famous Footwear, appx. 300 Sourced 63 million pairs at wh
Slide 6: Brown Shoe - $2.3 Billion in Sales in 2008
Brown Shoe - $2.3 Billion in Sales in 2008 Total BWS Direct-to-Consumer $105 million (Includes Shoes.com, FamousFootwear.com, Naturalizer.com, Naturalizer Catalog) Specialty Retail Appx. 300 stores 69% Retail $253 million 31% Wholesale Spec. Stores Dept. Stores 20% 19% Wholesale 1,138 retail stores
Slide 7: Brown Shoe Portfolio
*Source: NPD. 12 months ending February 1, 2009. This NPD Brown Shoe Portfolio data is confidential and proprietary and cannot be reproduced or disseminated by third parties without prior written consent. Fashion Athletic Domestic Sales = $30.5B* Domestic Sales = $12.2B* Salon Bridge Impulse Better
Slide 8: Long-Term Growth and Profit Drivers
Long-Term Growth and Profit Drivers 1. Build Powerful Consumer Brands • Grow brand equity of flagship brands Logos • Test, incubate, and grow new brands • Search for strategic opportunities that fit our growth criteria 2. Drive Brands Through Owned Retail • Leverage vertical & multi-channel business
Slide 9: Outlook for 2009
Outlook for 2009 The Company believes it is neither appropriate or prudent to provide formal earnings per share guidance in the current environment due to the volatility of the macro-economic environment and insufficient visibility. However, the Company has provided perspective on certain operating
Brown Shoe — Bank of America and Merrill Lynch Consumer Conference 2009 on 6ix