Caleres, Inc. · NYSE:CAL
Caleres — Brown Shoe — Investor Presentation (December 2009)
13 slides from Caleres's investor presentation, Dec 1, 2009
Slide 1: Brown Shoe Company, Inc. Investor Presentation
investor Presentation BROWN SHOE COMPANY, INC. December 2009 : -
Slide 2: Safe Harbor Statement
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: Brown Shoe At A Glance
Brown Shoe At A Glance Brands a ds Co Consumers su e s Trust ust Globally recognized brands Famous Footwear – leading family branded footwear retailer Naturalizer – one of the world’s largest women’s brands Dr. Scholl’s – iconic global comfort brand Delivering Fashion and Value to Consum
Slide 4: Brown Shoe - $2.2 Billion in Sales
Brown Shoe - $2.2 Billion in Sales All data shown is for the trailing 12 month period as of October 31, 2009 Segment Sales Brand Sales Wholesale 28% Other Brands Retail 72% Famous Footwear Category Breakdown Wholesale Sales Channel Mix Men’s Athletic Women’s Spec. Stores Dept. Stores 21% Fashion 22%
Slide 5: Brown Shoe Platform
Brown Shoe Platform A global footwear company with an integrated, synergistic wholesale-retail platform Retail Wholesale More than 1,400 total retail doors World class global sourcing network. Sourced 63 million pairs at wholesale Significant sales penetration at most leading and sold 40 milli
Slide 6: Current Initiatives
Current Initiatives Leveraging Strengths to Gain Market Share Investing in the core: Building on strong Back-to-School Back to School at Famous Footwear and executing focused plan for Holiday 2009 Driving product innovation, trend-right product styling, and margin expansion at wholesale Ti
Slide 7: Famous Footwear: Great Brands, Great Value
Great Brands, Great Value Leading family branded footwear retailer with over 1,100 stores in all 50 states More than 80 top fashion, athletic, and wellness & healthy living footwear brands including Nike, Skechers, New Balance, DC, adidas, Converse, Dr. Scholl’s, Steve Madden, Puma, Naturalize
Slide 8: Naturalizer
Global brand with distribution in 45 countries Approximately $500 million in sales at retail around the world Top 4 women’s fashion brand across domestic channels* Lifestyle Brand Delivering a strong value proposition for consumers with comfort, style, and quality Work, Play, Everyday
Slide 9: Dr. Scholl's: Iconic Global Comfort Brand
Iconic Global Comfort Brand Striving to deliver the most comfortable shoes in the world Unique, patented comfort technology and design Connecting to a wide range of consumer lifestyles across multiple channels and price points through brand extensions -- fashion, career,, sport p Leveragin
Slide 10: Long-Term Growth and Profit Drivers
Long-Term Growth and Profit Drivers 1. Build Powerful Consumer Brands • Grow brand equity of flagship brands • Test, incubate and grow new brands • Search for strategic opportunities that fit our growth criteria 2. Expand Our Brands to Global Markets • Connect our existing brands with consumers in i
Slide 11: Outlook for Fourth Quarter and Full-Year 2009
Outlook for Fourth Quarter and Full-Year 2009 The Company has provided perspective on certain operating metrics to enhance transparency and provide insight into management expectations. The below metrics were provided on November 24, 2009 in the Company Company’s s earnings release and conference ca
Slide 12: Capital Expenditure Schedule
Capital Expenditure Schedule (all $’s in millions) 2009 Est Est. 2008 2007 New Stores $ 8.0 to $ 8.3 $ 18.9 $ 22.8 Remodels 7.5 to 7.8 9.9 13.8 Logistics 6.2 to 6.5 24.3 0.1 Infrastructure (Incl. IT hardw are) 4.8 to 5.2 7.3 4.8 Software (incl. ERP) 24.5 to 25.2 16.3 5.7 Total $ 51.0 to $ 53.0 $ 76.
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