CALHIGH SIGNALFINANCIAL10-K

CAL experienced a dramatic financial deterioration with net income swinging from $107.3M profit to -$6.7M loss while operating income collapsed 95.7%.

This represents a complete reversal of profitability despite retail expansion, indicating severe operational challenges or margin compression that management has not adequately addressed. The magnitude of the earnings decline combined with reduced share buybacks suggests the company is conserving cash amid financial stress.

Comparing 2026-04-02 vs 2025-04-01View on EDGAR →
FINANCIAL ANALYSIS

CAL's financial performance deteriorated catastrophically with net income dropping 106.2% into negative territory and operating income falling 95.7% to barely positive levels. The company simultaneously increased capital expenditures by 29.7% while slashing share buybacks by 92.2%, and current liabilities rose 11.6%, suggesting cash flow pressures. This combination of collapsing profitability, reduced shareholder returns, and rising obligations signals significant operational distress that investors should view as a major red flag.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-106.2%
$107.3M-$6.7M

Net income declined 106.2% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-95.7%
$149.9M$6.4M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Share Buybacks
Cash Flow
-92.2%
$65.0M$5.0M

Buyback activity reduced 92.2% — capital being redeployed elsewhere or cash conservation underway.

Capital Expenditure
Cash Flow
+29.7%
$49.1M$63.7M

Capex increased 29.7% — ongoing investment in capacity or infrastructure for future growth.

Current Liabilities
Balance Sheet
+11.6%
$757.9M$845.5M

Current liabilities rose 11.6% — increased short-term obligations, watch current ratio.

LANGUAGE CHANGES
NEW — 2026-04-02
PRIOR — 2025-04-01
ADDED
As of February 28, 2026, 33,842,239 common shares were outstanding.
Information in this Form 10-K is current as of April 2, 2026, unless otherwise specified.
The Famous Footwear segment operated 821 stores at the end of 2025, selling primarily branded footwear for the entire family.
This segment is comprised of wholesale operations that designs, develops, sources, manufactures, markets and distributes branded, licensed and private-label footwear primarily to online retailers, national chains, department stores, independent retailers, mass merchandisers and franchise partners, as well as Company-owned Famous Footwear, Sam Edelman, Naturalizer, Allen Edmonds and Stuart Weitzman stores and e-commerce businesses.
It includes the Allen Edmonds, Sam Edelman, Stuart Weitzman and Naturalizer retail stores, including 81 stores in the United States, four in Canada and 103 stores in East and Southeast Asia at the end of 2025, and the e-commerce businesses for our Company-owned brands.
+7 more — sign up free →
REMOVED
As of March 1, 2025, 33,612,063 common shares were outstanding.
Information in this Form 10-K is current as of April 1, 2025, unless otherwise specified.
The Famous Footwear segment operated 846 stores at the end of 2024, selling primarily branded footwear for the entire family.
This segment is comprised of wholesale operations that designs, develops, sources, manufactures, markets and distributes branded, licensed and private-label footwear primarily to online retailers, national chains, department stores, independent retailers and mass merchandisers, as well as Company-owned Famous Footwear, Sam Edelman, Naturalizer and Allen Edmonds stores and e-commerce businesses.
It also includes the Sam Edelman, Naturalizer and Allen Edmonds retail stores, including 60 stores in the United States and 54 stores in East Asia at the end of 2024, and the e-commerce businesses for our Company-owned brands.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →