Caleres, Inc. · NYSE:CAL

Caleres — Brown Shoe — Investor Presentation (March 2010)

27 slides from Caleres's investor presentation, Mar 10, 2010

  1. Slide 1: Investor Presentation

    Investor Presentation BROWN SHOE COMPANY COMPANY, INC. INC March 2010

  2. 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

  3. Slide 3: Brown Shoe: The Leader in Footwear

    BROWN SHOE THE LEADER IN FOOTWEAR

  4. Slide 4: At a glance

    At a glance ƒ Powerful Portfolio of Global Brands Consumers Love and Trust ƒ Famous Footwear – leading family branded footwear retailer ƒ Naturalizer – one of the world’s largest women’s brands ƒ Dr. Scholl’s – iconic global comfort brand ƒ Wholesale portfolio of leading fashion brands ƒ Diversified

  5. Slide 5: Hil .

    Hil . [ps] @ famous OSS * [MOCYS e Footwear JCPenney CARNIVAL SHOE yyy om KOHLS Sears T-Max SHOeS.cCOmM ©Payless © TARGET | Nina Mocs Walmart >;< BON¢TON okomingdoles «= NORDSTROM = Zappos

  6. Slide 6: @ ETIENNE AIGNER. MIA SPIGA.

    @ ETIENNE AIGNER. MIA SPIGA. @ famous Footwear. natura fou [ Fi. FRANCO SARTO. Sum fda. $$ naturalizer mn i: CKELS \ y. FERGALICIOUS re FR Qaditae Natural@ Sport.

  7. Slide 7: Powerful Brands &

  8. Slide 8: Famous Footwear

    $$ naturalizer FRANCO SARTO.

  9. Slide 9: Famous Footwear brands

    $$ naturalizer puma (YK a ¢€ DOCKERS Famous Footwear Kia Caee Goun nue BIRKENSTOCK

  10. Slide 10: Great Brands, Great Value

    ƒ Great Brands, Great Value ƒ Leading family branded footwear retailer with over 1,100 stores in all 50 states ƒ More than 80 top fashion and athletic footwear brands including Nike, Skechers, New Balance, DC, adidas, Converse, Dr. Scholl’s, Reebok, Steve Madden, Puma, Naturalizer, and LifeStride ƒ

  11. Slide 11: Make Today Famous campaign

  12. Slide 12: Make Today Famous campaign

  13. Slide 13: Naturalizer imagery

  14. Slide 14: Naturalizer

    ƒ Global brand with distribution in 45 countries ƒ Approximately $500 million in sales at retail around the world ƒ Top 4 women’s fashion brand across domestic channels* ƒ Lifestyle Brand ƒ Delivering a strong value proposition for consumers with comfort, style, and quality…Work, Play, Everyday ƒ St

  15. Slide 15: Tokyo, Japan / Paramus, NJ

    Tokyo, Japan Paramus, NJ

  16. Slide 16: Naturalizer marketing

    $$ naturalizer Prem Peters Cot: assent, fs tas 2. boot thi — mailer ‘Shop fall and is poles pbk boot styies «

  17. Slide 17: Dr. Scholl's

    DrScholls ) eee mfontrom ( DrScholls r | ae

  18. Slide 18: Iconic Global Brand

    ƒ Iconic Global Brand ƒ Striving to deliver the most comfortable shoes in the world ƒ Connecting to a wide range of consumer lifestyles across multiple channels and price points -- healthy living, career, sport, fashion ƒ Delivering the Promise of the Dr. Scholl’s Brand ƒ Unique, proprietary comfort

  19. Slide 19: Slide 19

  20. Slide 20: Current Initiatives

    Current Initiatives ƒ Enhancing Retail Productivity ƒ Improving store-level economics through greater conversion and increased transaction value ƒ Increasing productivity of real estate portfolio ƒ Leveraging strong multi multi-channel channel platform to reach consumers across shopping occasions ƒ

  21. Slide 21: Appendix

    BROWN SHOE Appendix

  22. Slide 22: Outlook

    Outlook: The Company has provided perspective on certain operating and balance sheet metrics to enhance transparency and provide insight into management expectations. The below metrics were provided on March 3, 2010 and this should not be considered an interim change, update, or affirmation of these

  23. Slide 23: Review of Brown Shoe Results

    Review of Brown Shoe Results 52 Weeks Ended 52 Weeks Ended (all $’s in millions except EPS) January 30, 2010 January 31, 2009 % Chg. Net Sales $2 242 0 $2,242.0 $2 276 4 $2,276.4 -1 1.5% 5% Net Earnings (Loss)* GAAP $9.5 ($133.2) ++ Adjusted** $17.0 $19.5 -13.0% EPS* GAAP $0 22 $0.22 ($3 21) ($3.21)

  24. Slide 24: Reconciliation of GAAP to Adjusted (Non-GAAP) Earnings

    Reconciliation of GAAP to Adjusted (Non-GAAP) Earnings 2009 2008 Net (Loss) Net Earnings Earnings Attributable to Attributable to Diluted (Loss) (Millions, except per share Operating Brown Shoe Diluted Earnings Operating (Loss) Brown Shoe Earnings Per data) Earnings Company, Inc. Per Share Earnings

  25. Slide 25: Reconciliation of Operating Earnings (Loss) to Adjusted EBITDA

    Reconciliation of Operating Earnings (Loss) to Adjusted EBITDA (Millions of dollars) 52 Weeks Ended 52 Weeks Ended January 30, 2010 January 31, 2009 Operating Earnings (Loss) $31.5 ($173.3) Special Charges* 11.9 203.6 Adjusted Earnings Before Interest and Taxes (EBIT) 43.4 30.3 Depreciation & Amorti

  26. Slide 26: Debt to Capital Ratio

    Debt to Capital Ratio (Dollars in millions) January 30, 2010 January 31, 2009 Total Debt Obligations* $244.5 $262.5 Total Equity $411.2 $402.2 Total Capital $655.7 $664.7 Debt to Capital Ratio** 37.3% 39.5% * Includes long-term debt and borrowings under revolving credit agreement ** Total Debt Oblig

  27. Slide 27: Slide 27

Brown Shoe — Investor Presentation (March 2010) on 6ix