CALERES INC, 10-K filed on 4/1/2025
Annual Report
v3.25.1
Document And Entity Information - USD ($)
$ in Millions
12 Months Ended
Feb. 01, 2025
Mar. 01, 2025
Aug. 03, 2024
Document And Entity Information      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Feb. 01, 2025    
Document Transition Report false    
Securities Act File Number 1-2191    
Entity Registrant Name CALERES INC    
Entity Incorporation, State or Country Code NY    
Entity Tax Identification Number 43-0197190    
Entity Address, Address Line One 8300 Maryland Avenue    
Entity Address, City or Town St. Louis    
Entity Address, State or Province MO    
Entity Address, Postal Zip Code 63105    
City Area Code 314    
Local Phone Number 854-4000    
Title of 12(b) Security Common Stock — par value of $0.01 per share    
Trading Symbol CAL    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
Entity Shell Company false    
Entity Public Float     $ 1,174.4
Entity Common Stock, Shares Outstanding   33,612,063  
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction Flag false    
Auditor Name Ernst & Young LLP    
Auditor Firm ID 42    
Auditor Location St. Louis, Missouri    
Entity Central Index Key 0000014707    
Current Fiscal Year End Date --02-01    
Document Fiscal Year Focus 2024    
Document Fiscal Period Focus FY    
Amendment Flag false    
Documents Incorporated by Reference [Text Block]

Portions of the Proxy Statement for the 2025 Annual Meeting of Shareholders are incorporated by reference into Part III.

   
v3.25.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Current assets:    
Cash and cash equivalents $ 29,636 $ 21,358
Receivables, net of allowances of $25,990 in 2024 and $30,317 in 2023 155,905 140,400
Inventories, net of adjustment to last-in, first-out cost of $10,878 in 2024 and $10,254 in 2023 565,241 540,674
Income taxes 13,668 14,215
Property and equipment, held for sale 16,777 16,777
Prepaid expenses and other current assets 55,282 55,485
Total current assets 836,509 788,909
Prepaid pension costs 78,463 74,951
Lease right-of-use assets 564,330 528,029
Property and equipment, net 175,213 167,583
Deferred income taxes 4,826 4,401
Goodwill and intangible assets, net 192,274 203,310
Other assets 43,139 37,563
Total assets 1,894,754 1,804,746
Current liabilities:    
Borrowings under revolving credit agreement 219,500 182,000
Trade accounts payable 237,038 251,912
Employee compensation and benefits 56,284 70,316
Income taxes 6,425 11,222
Lease obligations 127,522 112,764
Other accrued expenses 111,164 114,742
Total current liabilities 757,933 742,956
Other liabilities:    
Noncurrent lease obligations 479,524 453,097
Income taxes 2,464 2,464
Deferred income taxes 31,772 11,536
Other liabilities 17,112 27,123
Total other liabilities 530,872 494,220
Equity:    
Common stock, $0.01 par value, 33,631,764 and 35,490,019 shares outstanding in 2024 and 2023, respectively 336 355
Additional paid-in capital 190,320 184,451
Accumulated other comprehensive loss (34,022) (34,504)
Retained earnings 442,390 410,329
Total Caleres, Inc. shareholders' equity 599,024 560,631
Noncontrolling interests 6,925 6,939
Total equity 605,949 567,570
Total liabilities and equity $ 1,894,754 $ 1,804,746
v3.25.1
Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Consolidated Balance Sheets    
Receivables, allowances $ 25,990 $ 30,317
Inventories, adjustment to last-in, first-out cost $ 10,878 $ 10,254
Common stock, par value (in dollars per share) $ 0.01 $ 0.01
Common stock, outstanding (in shares) 33,631,764 35,490,019
v3.25.1
Consolidated Statements of Earnings - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Consolidated Statements of Earnings      
Net sales $ 2,722,683 $ 2,817,294 $ 2,968,138
Cost of goods sold 1,500,641 1,554,337 1,683,265
Gross profit 1,222,042 1,262,957 1,284,873
Selling and administrative expenses 1,065,019 1,062,399 1,067,636
Restructuring and other special charges, net 7,167 6,103 2,910
Operating earnings 149,856 194,455 214,327
Interest expense, net (13,957) (19,343) (14,264)
Other (expense) income, net (741) 6,210 12,971
Earnings before income taxes 135,158 181,322 213,034
Income tax provision (29,061) (9,490) (33,339)
Net earnings 106,097 171,832 179,695
Net (loss) earnings attributable to noncontrolling interests (1,158) 441 (2,047)
Net earnings attributable to Caleres, Inc. $ 107,255 $ 171,391 $ 181,742
Basic earnings per common share attributable to Caleres, Inc. shareholders $ 3.1 $ 4.8 $ 4.98
Diluted earnings per common share attributable to Caleres, Inc. shareholders $ 3.09 $ 4.8 $ 4.92
v3.25.1
Consolidated Statements of Comprehensive Income - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Consolidated Statements of Comprehensive Income      
Net earnings $ 106,097 $ 171,832 $ 179,695
Other comprehensive (loss) income ("OCI"), net of tax:      
Foreign currency translation adjustment (5,547) 183 (907)
Pension and other postretirement benefits adjustments 5,173 (7,869) (17,719)
Other comprehensive loss, net of tax (374) (7,686) (18,626)
Comprehensive income 105,723 164,146 161,069
Comprehensive (loss) income attributable to noncontrolling interests (2,014) 509 (2,529)
Comprehensive income attributable to Caleres, Inc. $ 107,737 $ 163,637 $ 163,598
v3.25.1
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Operating Activities      
Net earnings $ 106,097 $ 171,832 $ 179,695
Adjustments to reconcile net earnings to net cash provided by operating activities:      
Depreciation 40,245 36,172 32,449
Amortization of capitalized software 5,147 5,026 4,451
Amortization of intangible assets 11,036 12,082 12,111
Amortization of debt issuance costs and debt discount 407 407 407
Share-based compensation expense 15,145 14,804 17,311
Loss on disposal of property and equipment 421 1,353 1,369
Impairment charges for property, equipment, and lease right-of-use assets 1,864 749 1,803
Adjustment to expected credit losses (815) 1,018 (262)
Deferred income taxes 19,811 (11,866) 4,270
Changes in operating assets and liabilities:      
Receivables (15,614) (8,494) (10,302)
Inventories (23,289) 39,495 16,242
Prepaid expenses and other current and noncurrent assets (6,744) (15,285) (1,971)
Trade accounts payable (14,356) 22,038 (101,450)
Accrued expenses and other liabilities (28,889) (70,974) (34,590)
Income taxes, net (4,250) 1,562 5,896
Other, net (1,654) 232 (1,550)
Net cash provided by operating activities 104,562 200,151 125,879
Investing Activities      
Purchases of property and equipment (49,147) (44,584) (55,913)
Capitalized software (2,539) (5,034) (8,124)
Net cash used for investing activities (51,686) (49,618) (64,037)
Financing Activities      
Borrowings under revolving credit agreement 639,868 532,500 859,500
Repayments under revolving credit agreement (602,368) (658,000) (842,000)
Dividends paid (9,694) (9,954) (10,184)
Acquisition of treasury stock (65,039) (17,445) (63,225)
Issuance of common stock under share-based plans, net (9,276) (11,094) (5,387)
Contributions by noncontrolling interests 2,000 1,000 3,142
Net cash used for financing activities (44,509) (162,993) (58,154)
Effect of exchange rate changes on cash and cash equivalents (89) 118 (103)
Increase (decrease) in cash and cash equivalents 8,278 (12,342) 3,585
Cash and cash equivalents at beginning of period 21,358 33,700 30,115
Cash and cash equivalents at end of period $ 29,636 $ 21,358 $ 33,700
v3.25.1
Consolidated Statements of Shareholders' Equity - USD ($)
$ in Thousands
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Loss
Retained Earnings
Total Caleres, Inc. Shareholders' Equity
Noncontrolling Interests
Total
BALANCE at Jan. 29, 2022 $ 376 $ 168,830 $ (8,606) $ 157,970 $ 318,570 $ 4,817 $ 323,387
BALANCE (in shares) at Jan. 29, 2022 37,635,145            
Net earnings (loss)       181,742 181,742 (2,047) 179,695
Foreign currency translation adjustment     (425)   (425) (482) (907)
Pension and other postretirement benefits adjustments, net of tax     (17,719)   (17,719)   (17,719)
Comprehensive (loss) income     (18,144)   163,598 (2,529) 161,069
Contributions by noncontrolling interests, net           3,142 3,142
Dividends       (10,184) (10,184)   (10,184)
Acquisition of treasury stock $ (26)     (63,199) (63,225)   (63,225)
Acquisition of treasury stock (in shares) (2,622,845)            
Issuance of common stock under share-based plans, net $ 7 (5,394)     (5,387)   (5,387)
Issuance of common stock under share-based plans, net (in shares) 703,452            
Share-based compensation expense   17,311     17,311   17,311
BALANCE at Jan. 28, 2023 $ 357 180,747 (26,750) 266,329 420,683 5,430 426,113
BALANCE (in shares) at Jan. 28, 2023 35,715,752            
Net earnings (loss)       171,391 171,391 441 171,832
Foreign currency translation adjustment     115   115 68 183
Pension and other postretirement benefits adjustments, net of tax     (7,869)   (7,869)   (7,869)
Comprehensive (loss) income     (7,754)   163,637 509 164,146
Contributions by noncontrolling interests, net           1,000 1,000
Dividends       (9,954) (9,954)   (9,954)
Acquisition of treasury stock $ (8)     (17,437) (17,445)   (17,445)
Acquisition of treasury stock (in shares) (763,000)            
Issuance of common stock under share-based plans, net $ 6 (11,100)     (11,094)   (11,094)
Issuance of common stock under share-based plans, net (in shares) 537,267            
Share-based compensation expense   14,804     14,804   14,804
BALANCE at Feb. 03, 2024 $ 355 184,451 (34,504) 410,329 560,631 6,939 567,570
BALANCE (in shares) at Feb. 03, 2024 35,490,019            
Net earnings (loss)       107,255 107,255 (1,158) 106,097
Foreign currency translation adjustment     (4,691)   (4,691) (856) (5,547)
Pension and other postretirement benefits adjustments, net of tax     5,173   5,173   5,173
Comprehensive (loss) income     482   107,737 (2,014) 105,723
Contributions by noncontrolling interests, net           2,000 2,000
Dividends       (9,694) (9,694)   (9,694)
Acquisition of treasury stock $ (19)     (65,500) (65,519)   (65,519)
Acquisition of treasury stock (in shares) (1,938,324)            
Issuance of common stock under share-based plans, net   (9,276)     (9,276)   (9,276)
Issuance of common stock under share-based plans, net (in shares) 80,069            
Share-based compensation expense   15,145     15,145   15,145
BALANCE at Feb. 01, 2025 $ 336 $ 190,320 $ (34,022) $ 442,390 $ 599,024 $ 6,925 $ 605,949
BALANCE (in shares) at Feb. 01, 2025 33,631,764            
v3.25.1
Consolidated Statements of Shareholders' Equity (Parentheticals) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Consolidated Statements of Shareholders' Equity      
Pension and other postretirement benefits adjustments, tax $ 1,796 $ 2,724 $ 6,145
Dividend per share $ 0.28 $ 0.28 $ 0.28
v3.25.1
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
12 Months Ended
Feb. 01, 2025
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES  
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

1.   SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

Organization

Caleres, Inc., originally founded as Brown Shoe Company in 1878 and incorporated in 1913, is a global footwear company. The Company’s shares are traded under the “CAL” symbol on the New York Stock Exchange.

The Company provides a broad offering of branded, licensed and private-label athletic, casual and dress footwear products to women, men and children. The footwear is sold at a variety of price points through multiple distribution channels both domestically and internationally. As of February 1, 2025, the Company operated 960 retail shoe stores in the United States, Canada, East Asia and Guam under the Famous Footwear, Sam Edelman, Naturalizer and Allen Edmonds names.  In addition, through its Brand Portfolio segment, the Company designs, sources, manufactures and markets footwear to retail stores domestically and internationally, including online retailers, national chains, department stores, independent retailers and mass merchandisers.  Refer to Note 2 to the consolidated financial statements for additional information regarding the Company’s revenue by category and Note 7 for discussion of the Company’s business segments.

The Company’s business is seasonal in nature due to consumer spending patterns with higher back-to-school and holiday season sales. Although the third fiscal quarter has historically accounted for a substantial portion of the Company’s earnings for the year, the Company has experienced more equal distribution among the quarters in recent years.

Consolidation

The consolidated financial statements include the accounts of the Company and its wholly-owned and majority-owned subsidiaries, after the elimination of intercompany accounts and transactions.

Noncontrolling Interests

Noncontrolling interests in the Company’s consolidated financial statements result from the accounting for noncontrolling interests in partially-owned consolidated subsidiaries or affiliates.  In 2019, the Company entered into a joint venture with Brand Investment Holding Limited ("Brand Investment Holding"), a member of the Gemkell Group, to sell branded footwear in China, including Sam Edelman, Naturalizer and other brands.  The Company and Brand Investment Holding are each 50% owners of the joint venture, which is named CLT Brand Solutions ("CLT").  In 2024, capital contributions of $4.0 million were made to CLT, including $2.0 million received from Brand Investment Holding.  In 2023, capital contributions of $2.0 million were made to CLT, including $1.0 million received from Brand Investment Holding. As of February 1, 2025 and February 3, 2024, assets of CLT were $27.1 million and  $23.2 million, respectively, and liabilities were $13.2 million and $9.3 million, respectively.  Net sales of CLT were $29.8 million, $26.8 million and $16.9 million in 2024, 2023 and 2022, respectively.  Operating earnings of CLT were $0.5 million for 2023 and operating losses were $2.6 million and $2.7 million in 2024 and 2022, respectively.

The Company consolidates CLT into its consolidated financial statements on a one-month lag.  Net (loss) earnings  attributable to noncontrolling interests represents the share of net earnings or losses that are attributable to Brand Investment Holding.  Transactions between the Company and the joint venture have been eliminated in the consolidated financial statements.  

Accounting Period

The Company’s fiscal year is the 52- or 53-week period ending the Saturday nearest to January 31. Fiscal years 2024 and 2022, both of which included 52 weeks, ended on February 1, 2025 and January 28, 2023, respectively. Fiscal year 2023 included a 53-week period ending February 3, 2024.  

Use of Estimates

The preparation of financial statements in conformity with generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the amounts reported in the consolidated financial statements and accompanying notes.  Actual results could differ from those estimates.

Cash and Cash Equivalents

The Company considers all highly liquid investments with maturities of three months or less when purchased to be cash equivalents.  Cash equivalents also include amounts due from third-party financial institutions for credit and debit card transactions.  These receivables typically settle in five days or less.  Amounts due from the financial institutions for these transactions totaled $8.4 million and $9.3 million as of February 1, 2025 and February 3, 2024, respectively.  The Company had an immaterial amount of restricted cash as of February 1, 2025 and February 3, 2024.

Receivables

In accordance with Accounting Standards Codification (“ASC”) Topic 326, Financial Instruments - Credit Losses, the Company estimates and records an expected lifetime credit loss on accounts receivable by utilizing credit ratings and other customer-related information, as well as historical loss experience.  The allowance for expected credit losses is adjusted for current conditions and reasonable and supportable forecasts.  The Company recorded adjustments to the provision for expected credit losses of $0.8 million and $0.3 million in 2024 in 2022, respectively, and recorded a provision for expected credit losses of $1.0 million in 2023.  

Customer allowances represent reserves against the Company’s wholesale customers’ accounts receivable for margin assistance, product returns, customer deductions and co-op advertising allowances.  The Company estimates the reserves needed for margin assistance by reviewing inventory levels on the retail floors, sell-through rates, historical dilution, current gross margin levels and other performance indicators of the Company’s major retail customers.  Product returns and customer deductions are estimated using historical experience and anticipated future trends.  Co-op advertising allowances are estimated based on customer agreements.  The Company recognized provisions for customer allowances of $25.0 million, $28.5 million and $27.6 million in 2024, 2023 and 2022, respectively.

Customer discounts represent reserves against the Company’s accounts receivable for discounts that wholesale customers may take based on meeting certain order, payment or return guidelines.  The Company estimates the reserves needed for customer discounts based upon customer net sales and terms of the respective agreements.  The Company recognized  provisions for customer discounts of $11.5 million, $9.9 million and $11.4 million in 2024, 2023 and 2022, respectively.

Inventories

The Company values inventories at the lower of cost or market for approximately 84% of consolidated inventories, which represents divisions using the last-in, first-out (“LIFO”) method.  For the remaining portion, the Company’s inventories are valued at the lower of cost or net realizable value.  For inventory valued at LIFO, the Company regularly reviews the inventory for excess, obsolete or impaired inventory, and writes it down to the lower of cost or market.  An actual valuation of inventory under the LIFO method can be made only at the end of each year based on the inventory levels and costs at that time.  If the first-in, first-out (“FIFO”) method had been used, consolidated inventories would have been $10.9 million and $10.3 million higher at February 1, 2025 and February 3, 2024, respectively.  In 2024 and 2023, the Company recorded LIFO provisions of $0.6 million and $4.0 million, respectively, on certain inventories as a result of product cost inflation.  Refer to Note 8 to the consolidated financial statements for additional information related to inventories.

The Company applies judgment in determining the market value of inventory, which requires an estimate of net realizable value, including current and expected selling prices, costs to sell and normal gross profit rates.  The method used to determine market value varies by business division, based on the unique operating models.  At the Famous Footwear segment and certain operations within the Brand Portfolio segment, market value is determined based on net realizable value less an estimate of expected costs to be incurred to sell the product.  Accordingly, the Company records markdowns when it becomes evident that inventory items will be sold at prices below cost.  As a result, gross profit rates at the Famous Footwear segment and, to a lesser extent, the Brand Portfolio segment are lower than the initial markup during periods when permanent price reductions are taken to clear product.  For the majority of the Brand Portfolio segment, the Company determines market value based upon the net realizable value of inventory less a normal gross profit rate.  The Company believes these policies reflect the difference in operating models between the Famous Footwear and Brand Portfolio segments.  Famous Footwear periodically runs promotional events to drive sales to clear seasonal inventories.  The Brand Portfolio segment generally relies on permanent price reductions to clear slower-moving inventory.

The determination of markdown reserves for the Brand Portfolio segment requires significant assumptions, estimates and judgments by management, and is subject to inherent uncertainties and subjectivity.  In determining markdown reserves, management considers recent and forecasted sales prices, historical gross profit rates, the length of time the product is held in inventory and quantities of various product styles contained in inventory, as well as demand, among other factors.  The ultimate amount realized from the sale of certain products could differ from management estimates.  Markdown reserves were $17.7 million and $20.9 million as of February 1, 2025 and February 3, 2024, respectively.  

The costs of inventory, inbound freight and duties, markdowns, shrinkage and royalty expense are classified in cost of goods sold.  Costs of warehousing and distribution are classified in selling and administrative expenses and are expensed as incurred.  Such warehousing and distribution costs totaled $114.3 million, $117.0 million and $121.0 million in 2024, 2023 and 2022, respectively.  Costs of overseas sourcing offices and other inventory procurement costs are reflected in selling and administrative expenses and are expensed as incurred.  Such sourcing and procurement costs totaled $21.5 million, $22.0 million and $21.4 million in 2024, 2023 and 2022, respectively.

The Company performs physical inventory counts or cycle counts on all merchandise inventory on hand throughout the year and adjusts the recorded balance to reflect the results.  The Company records estimated shrinkage between physical inventory counts based on historical results.

Computer Software Costs

The Company capitalizes certain costs in other assets, including internal payroll costs incurred in connection with the development or acquisition of software for internal use. Other assets on the consolidated balance sheets include $13.6 million and $16.3 million of computer software costs as of February 1, 2025 and February 3, 2024, respectively, which are net of accumulated amortization of $76.8 million and $88.1 million as of the end of the respective periods.  In addition, other assets on the consolidated balance sheets include $24.8 million and $16.4 million for cloud computing arrangements (software-as-a-service contracts) and related implementation costs as of February 1, 2025 and February 3, 2024, respectively, which are net of accumulated amortization of $9.4 million and $6.7 million as of the end of the respective periods.  These balances include capitalized costs associated with the Company’s implementation of its cloud-based ERP in 2024.

Property and Equipment

Property and equipment are stated at cost.  Depreciation of property and equipment is provided over the estimated useful lives of the assets or the remaining lease terms, where applicable, using the straight-line method.

Interest Expense

Interest Expense

Interest expense generally includes interest for borrowings under the Company’s revolving credit agreement, fees paid for the unused portion of the line of credit, and amortization of the deferred debt issuance costs.  

Capitalized Interest

Interest costs for major asset additions are capitalized during the construction or development period and amortized over the lives of the related assets.  The Company capitalized interest of $0.4 and $0.3 million in 2024 and 2023, respectively, related to the implementation of its cloud-based ERP.

Goodwill and Intangible Assets

Goodwill and intangible assets deemed to have indefinite lives are not amortized but are subject to annual impairment tests.  In accordance with ASC 350, Intangibles-Goodwill and Other, the Company is permitted, but not required, to qualitatively assess indicators of a reporting unit’s fair value when it is unlikely that a reporting unit is impaired.  If a quantitative test is deemed necessary, a discounted cash flow analysis is prepared to estimate fair value.  A fair value-based test is applied at the reporting unit level, which is generally at or one level below the operating segment level.  The test compares the fair value of the Company’s reporting units to the carrying value of those reporting units.  This test requires significant assumptions, estimates and judgments by management, and is subject to inherent uncertainties and subjectivity.  

The Company performs its goodwill impairment assessment and impairment tests on its indefinite-lived intangible assets as of the first day of the fourth quarter of each fiscal year unless events indicate an interim test is required.  Definite-lived intangible assets are amortized over their useful lives and are reviewed for impairment if and when impairment indicators are present.  Refer to Note 10 to the consolidated financial statements for further discussion of goodwill and intangible assets.

Self-Insurance Reserves

The Company is self-insured and/or retains high deductibles for a significant portion of its workers’ compensation, health, disability, cyber risk, general liability, automobile and property programs, among others.  Liabilities associated with the risks that are retained by the Company are estimated by considering historical claims experience, trends of the Company and the industry and other actuarial assumptions.  The estimated accruals for these liabilities could be affected if development of costs on claims differ from these assumptions and historical trends.  Based on available information as of February 1, 2025, the Company believes it has provided adequate reserves for its self-insurance exposure.  As of February 1, 2025 and February 3, 2024, self-insurance reserves were $9.4 million and $10.4 million, respectively.

Supplier Finance Program

The Company facilitates a voluntary supplier finance program (“the Program”) that provides certain of the Company’s suppliers the opportunity to sell receivables related to products that the Company has purchased to participating financial institutions at a rate that leverages the Company’s credit rating, which may be more beneficial to the suppliers than the rate they can obtain based upon their own credit rating. The Company negotiates payment and other terms directly with the suppliers, regardless of whether the supplier participates in the Program, and the Company’s responsibility is limited to making payment based on the terms originally negotiated with the supplier.  The suppliers that participate in the Program have discretion to determine which invoices, if any, are sold to the participating financing institutions.  The liabilities for the suppliers that participate in the Program are presented within accounts payable in the Company’s consolidated balance sheets, with changes reflected within cash flows from operating activities when settled.  As of February 1, 2025 and February 3, 2024, the Company had $22.0 million and $13.0 million, respectively, of accounts payable subject to the Program arrangements.

The following table is a rollforward of the obligations confirmed under the Program for 2024 and 2023:

($ thousands)

February 1, 2025

    

February 3, 2024

Confirmed obligations outstanding at the beginning of the year

$

12,955

$

26,030

Invoices confirmed during the year

 

119,160

 

132,265

Confirmed invoices paid during the year

 

110,145

 

145,340

Confirmed obligations outstanding at the end of the year

$

21,970

$

12,955

Revenue Recognition

Retail sales, recognized at the point of sale, are recorded net of returns and exclude sales tax.   Wholesale sales are recorded, net of returns, allowances and discounts, when obligations under the terms of a contract with the consumer are satisfied. This generally occurs at the time of transfer of control of merchandise.  The Company considers several control indicators in its assessment of the timing of the transfer of control, including significant risks and rewards of ownership, physical possession and the Company’s right to receive payment.  Revenue is measured as the amount of consideration the Company expects to receive in exchange for transferring merchandise.  Reserves for projected merchandise returns, discounts and allowances are determined based on historical experience and current expectations.  Revenue is recognized on license fees related to Company-owned brand names, where the Company is the licensor, when the related sales of the licensee are made.  The Company applies the guidance using the portfolio approach in ASC 606, Revenue from Contracts with Customers, because this methodology would not differ materially from applying the guidance to the individual contracts within the portfolio.  The Company excludes sales and similar taxes collected from customers from the measurement of the transaction price for its retail sales.  Refer to Note 2 for further discussion of revenue.

Gift Cards

The Company sells gift cards to its customers in its retail stores, through its e-commerce sites and at other retailers. The Company’s gift cards do not have expiration dates or inactivity fees.  The Company recognizes revenue from gift cards

when (i) the gift card is redeemed by the consumer or (ii) the likelihood of the gift card being redeemed by the consumer is remote (“gift card breakage”) and the Company determines that it does not have a legal obligation to remit the value of unredeemed gift cards to the relevant jurisdictions.  The gift card breakage rate is determined based upon historical redemption patterns.  Gift card breakage is recognized during the 24-month period following the sale of the gift card, according to the Company’s historical redemption pattern.  Gift card breakage income is included in net sales in the consolidated statements of earnings and the liability established upon the sale of a gift card is included in other accrued expenses within the consolidated balance sheets.  The Company recognized gift card breakage of $0.8 million in both 2024 and 2023, and $1.1 million in 2022.

Loyalty Program

The Company maintains a loyalty program at Famous Footwear, through which consumers earn points toward savings certificates for qualifying purchases.  Upon reaching specified point values, consumers are issued a savings certificate that may be redeemed for purchases at Famous Footwear.  Savings certificates earned must be redeemed within stated expiration dates.  In addition to the savings certificates, the Company also offers exclusive member discounts.  The value of points and rewards earned by Famous Footwear’s loyalty program members are recorded as a reduction of net sales and a liability is established within other accrued expenses at the time the points are earned based on historical conversion and redemption rates.  Approximately 75% and 77% of net sales in the Famous Footwear segment were made to its loyalty program members in  2024 and 2023, respectively.  In addition, loyalty programs have recently been launched for the Allen Edmonds and Naturalizer brands. As of February 1, 2025 and February 3, 2024, the Company had loyalty program liabilities totaling $7.8 million and $11.5 million, respectively, which are included in other accrued expenses on the consolidated balance sheets.  Of the $7.8 million loyalty program liability as of February 1, 2025, $6.6 million is reflected in the Famous Footwear segment and $1.2 million is reflected in the Brand Portfolio segment.  Of the $11.5 million loyalty program liability as of February 3, 2024, $10.0 million is reflected in the Famous Footwear segment and $1.5 million is reflected in the Brand Portfolio segment.

Store Impairment Charges

The Company regularly analyzes the results of all of its stores and assesses the viability of underperforming stores to determine whether events or circumstances exist that indicate the stores should be closed or whether the carrying amount of their long-lived assets may not be recoverable.  After allowing for an appropriate start-up period and consideration of any unusual nonrecurring events, property and equipment at stores and the lease right-of-use asset, indicated as impaired are written down to fair value as calculated using a discounted cash flow method.  The Company recorded asset impairment charges, primarily for operating lease right-of-use assets, leasehold improvements, and furniture and fixtures in the Company’s retail stores, of $1.9 million, $0.7 million and $1.8 million in 2024, 2023 and 2022, respectively.

Advertising and Marketing Expense

Advertising and marketing costs are expensed as incurred, except for the costs of direct response advertising that relate primarily to the production and distribution of the Company’s catalogs and coupon mailers.  Direct response advertising costs are capitalized and amortized over the expected future revenue stream, which is generally one to three months from the date the materials are mailed.  External production costs of advertising are expensed when the advertising first appears in the media or in the store.

In addition, the Company participates in co-op advertising programs with certain of its wholesale customers.  For those co-op advertising programs where the Company has validated the fair value of the advertising received, co-op advertising costs are reflected as advertising expense within selling and administrative expenses.  Otherwise, co-op advertising costs are reflected as a reduction of net sales.

Total advertising and marketing expense was $149.7 million, $145.7 million and $138.0 million in 2024, 2023 and 2022, respectively.  These costs were offset by co-op advertising allowances recovered by the Company’s retail business of  $5.8 million, $6.2 million and $6.0 million in 2024, 2023 and 2022, respectively.  Total costs of co-op advertising provided to wholesale customers that are reflected as a reduction of net sales were $19.4 million in 2024, $17.0 million in 2023 and $18.5 million in 2022.  Total advertising costs attributable to future periods that are deferred and recognized as a component of prepaid expenses and other current assets were $3.1 million and $7.0 million at February 1, 2025 and February 3, 2024, respectively.

Income Taxes

The Company recognizes deferred tax assets and liabilities for the expected future tax consequences of temporary differences between the consolidated financial statement carrying amounts and the tax bases of its assets and liabilities. The Company establishes valuation allowances if it believes that it is more-likely-than-not that some or all of its deferred tax assets will not be realized.  The Company does not recognize a tax benefit unless it concludes that it is more-likely-than-not that the benefit will be sustained on audit by the taxing authority based solely on the technical merits of the associated tax position.  If the recognition threshold is met, the Company recognizes a tax benefit measured at the largest amount of the tax benefit that, in its judgment, is greater than 50% likely to be realized.  The Company records interest and penalties related to unrecognized tax positions within the income tax provision benefit on the consolidated statements of earnings.  

Operating Leases

The Company leases all of its retail locations, a manufacturing facility and certain office locations, distribution centers and equipment under operating leases.  Approximately 32% of the leases entered into by the Company include options that allow the Company to extend the lease term beyond the initial commitment period, subject to terms agreed to at lease inception. Some leases also include early termination options that can be exercised under specific conditions.  In accordance with ASC Topic 842, Leases (“ASC 842”), lease right-of-use assets and lease liabilities are recognized based on the present value of the future minimum lease payments over the lease term. The majority of the Company’s leases do not provide an implicit rate and therefore, the Company uses an incremental borrowing rate based on the information available at the commencement date, including implied traded debt yield and seniority adjustments, to determine the present value of future payments.  Lease expense for the minimum lease payments is recognized on a straight-line basis over the lease term.  Variable lease payments are expensed as incurred.  

Contingent Rentals

Many of the leases covering retail stores require contingent rental payments in addition to the minimum monthly rental charge based on retail sales volume.  The Company excludes from lease payments any variable payments that are not based on an index or market. If payment for a lease is fully contingent on sales, such as a percentage of sales gross rent lease, none of the lease payments are included in the lease right-of-use asset or the lease liability.  

Construction Allowances Received From Landlords

At the time its retail facilities are initially leased, the Company often receives consideration from landlords to be applied against the cost of leasehold improvements necessary to open the store. The Company treats these construction allowances as a lease incentive. In accordance with ASC 842, the allowances are recorded within the lease right-of-use asset and amortized to income over the lease term as a reduction of rent expense.

Straight-Line Rents and Rent Holidays

The Company records rent expense on a straight-line basis over the lease term for all of its leased facilities. For leases that have predetermined fixed escalations of the minimum rentals, the Company recognizes the related rental expense on a straight-line basis and records the difference between the recognized rental expense and amounts payable under the lease as the lease right-of-use asset. At the time its retail facilities are leased, the Company is frequently not charged rent for a specified period of time, typically 30 to 60 days, while the store is being prepared for opening. This rent-free period is referred to as a rent holiday. The Company recognizes rent expense over the lease term, including any rent holiday, within selling and administrative expenses on the consolidated statements of earnings.

Pre-opening Costs

Pre-opening costs associated with opening retail stores, including payroll, supplies and facility costs, are expensed as incurred.

Earnings Per Common Share Attributable to Caleres, Inc. Shareholders

The Company uses the two-class method to calculate basic and diluted earnings per common share attributable to Caleres, Inc. shareholders. Unvested restricted stock awards are considered participating units because they entitle holders to non-forfeitable rights to dividends or dividend equivalents during the vesting term. Under the two-class method, basic earnings per common share attributable to Caleres, Inc. shareholders is computed by dividing the net earnings attributable to Caleres, Inc. after allocation of earnings to participating securities by the weighted-average number of common shares

outstanding during the year.  Diluted earnings per common share attributable to Caleres, Inc. shareholders is computed by dividing the net earnings attributable to Caleres, Inc. after allocation of earnings to participating securities by the weighted-average number of common shares and potential dilutive securities outstanding during the year.  Potential dilutive securities consist of outstanding stock options and contingently issuable shares for the Company’s performance share awards. Refer to Note 3 to the consolidated financial statements for additional information related to the calculation of earnings per common share attributable to Caleres, Inc. shareholders.

Comprehensive Income

Comprehensive income primarily includes the effect of foreign currency translation adjustments and pension and other postretirement benefits adjustments.

Foreign Currency Translation Adjustment

For certain of the Company’s international subsidiaries, the local currency is the functional currency. Assets and liabilities of these subsidiaries are translated into United States dollars at the period-end exchange rate or historical rates as appropriate. Consolidated statements of earnings amounts are translated at average exchange rates for the period. The cumulative translation adjustments resulting from changes in exchange rates are included in the consolidated balance sheets as a component of accumulated other comprehensive loss in total Caleres, Inc. shareholders’ equity. Transaction gains and losses are included in the consolidated statements of earnings.

Pension and Other Postretirement Benefits Adjustments

The Company determines the expense and obligations for retirement and other benefit plans using assumptions related to discount rates, expected long-term rates of return on invested plan assets, expected salary increases and certain employee-related factors.  The Company determines the fair value of plan assets and benefit obligations as of the January 31 measurement date. The unrecognized portion of the gain or loss on plan assets is included in the consolidated balance sheets as a component of accumulated other comprehensive loss in total Caleres, Inc. shareholders’ equity and is recognized into expense over time. Refer to additional information related to pension and other postretirement benefits in Note 5 and Note 14 to the consolidated financial statements.

Litigation Contingencies

The Company is the defendant in several claims and lawsuits arising in the ordinary course of business. The Company believes the outcome of such proceedings and litigation currently pending will not have a material adverse effect on the consolidated financial position or results of operations. The Company accrues its best estimate of the cost of resolution of these claims. Legal defense costs of such claims are recognized in the period in which the costs are incurred. Refer to Note 16 to the consolidated financial statements for further discussion of commitments and contingencies.

Environmental Matters

The Company is involved in environmental remediation and ongoing compliance activities at several sites. The Company is remediating, under the oversight of Colorado authorities, the groundwater and indoor air at its owned facility and residential neighborhoods adjacent to and near the property, which have been affected by solvents previously used at the facility. In addition, various federal and state authorities have identified the Company as a potentially responsible party for remediation at certain other sites. The Company’s prior operations included numerous manufacturing and other facilities for which the Company may have responsibility under various environmental laws to address conditions that may be identified in the future. Refer to Note 16 to the consolidated financial statements for additional information.

Environmental expenditures relating to an existing condition caused by past operations and that do not contribute to current or future revenue generation are expensed.  Based upon independent environmental assessments, liabilities are recorded when remedial action is considered probable and the costs can be reasonably estimated and are evaluated independently of any future claims recovery.  Generally, the timing of these accruals coincides with completion of a feasibility study or the Company’s commitment to a formal plan of action, and the cost estimates are subject to change as new information becomes available.  Costs of future expenditures for environmental remediation obligations are discounted to their present value in those situations requiring only continuing maintenance and monitoring based upon a schedule of fixed payments.

Share-Based Compensation

The Company has share-based incentive compensation plans under which certain officers, employees and members of the Board of Directors are participants and may be granted restricted stock, stock performance awards and stock options. Additionally, share-based grants may be made to non-employee members of the Board of Directors in the form of restricted stock units (“RSUs”) payable in cash or the Company’s common stock. The Company accounts for share-based compensation in accordance with the fair value recognition provisions of ASC 718, Compensation – Stock Compensation, and ASC 505, Equity, which require all share-based payments to employees and members of the Board of Directors, to be recognized as expense in the consolidated financial statements based on their fair values.  Expense for restricted stock is based on the fair value of the restricted stock on the date of grant.  Expense for graded-vesting grants is recognized ratably over the respective vesting periods, which is generally 50% over two years and 50% over three years, and expense for cliff-vesting grants is recognized on a straight-line basis over the vesting period, which is generally one year. Expense for stock performance awards is recognized based upon the fair value of the awards on the date of grant and the anticipated number of shares or units to be awarded on a straight-line basis over the respective term of the award, or individual vesting portion of an award.  Expense for the initial grant of RSUs is recognized ratably over the one-year vesting period based upon the fair value of the RSUs, and for cash-equivalent RSUs, is remeasured at the end of each period.  The Company accounts for forfeitures of share-based grants as they occur. If the anticipated number of shares to be awarded or the share value of the Company’s common stock changes significantly, share-based compensation expense may differ materially in the future from that recorded in the current period.  Refer to additional information related to share-based compensation in Note 15 to the consolidated financial statements.

Consolidated Statements of Cash Flows Supplemental Disclosures

The Company made payments for federal, state and international taxes, net of refunds, of $15.8 million, including $7.0 million for federal taxes, $6.5 million for international taxes and $2.3 million for state taxes in 2024.  The Company made payments for federal, state and international taxes, net of refunds, of $19.8 million, including  $9.2 million for international taxes and $5.3 million each for federal and state taxes in 2023.  During 2022, the Company made payments for federal, state and international taxes, net of refunds, of $17.4 million, including  $8.4 million for state taxes, $4.7 million for federal taxes and $4.3 million for international taxes.  Refer to Note 6 to the consolidated financial statements for further information regarding income taxes.

Cash payments of interest for the Company’s borrowings under the revolving credit agreement and long-term debt during 2024, 2023 and 2022 were $13.0 million, $19.7 million and $12.5 million, respectively.  Refer to Note 11 to the consolidated financial statements for further discussion regarding the Company’s financing arrangements.

Impact of Recently Adopted Accounting Pronouncements

In September 2022, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2022-04, Liabilities – Supplier Finance Programs (Topic 405-50): Disclosure of Supplier Finance Program Obligations.  The guidance requires qualitative and quantitative disclosures about supplier finance programs in annual financial statements, including key terms of the programs, amounts outstanding, balance sheet presentation and a rollforward of amounts outstanding during the year.  For interim periods, the ASU requires disclosure of total obligations outstanding that have been confirmed as valid.  The Company adopted the amendments on a retrospective basis during the first quarter of 2023, with the exception of the annual rollforward requirement, which was adopted during the fourth quarter of 2024.  Refer to the Supply Chain Financing section earlier in this footnote for additional information regarding the Company’s supplier finance program.  

In November 2023, the FASB issued ASU 2023-07, Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures, which is intended to improve reportable segment disclosures by disclosing significant segment expenses that are regularly provided to the chief operating decision maker.  The Company adopted the ASU on a retrospective basis during the fourth quarter of 2024.  Refer to Note 7 to the consolidated financial statements for additional information related to segment expenses.

Impact of Prospective Accounting Pronouncements

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures.  The ASU expands the income tax disclosure requirements, principally related to the rate reconciliation table and income taxes paid by jurisdiction.  ASU 2023-09 is effective for the Company on a prospective basis in fiscal 2025, with the option

to apply the standard retrospectively.  The adoption of the ASU is not expected to have a material impact on the Company’s financial statement disclosures.

v3.25.1
REVENUES
12 Months Ended
Feb. 01, 2025
REVENUES  
REVENUES

2.   REVENUES

Disaggregation of Revenues

The following table disaggregates revenue by segment and major source for 2024, 2023 and 2022:

2024

Eliminations and

($ thousands)

    

Famous Footwear

    

Brand Portfolio

    

Other

    

Total

Retail stores

$

1,333,827

$

71,704

$

$

1,405,531

E-commerce - Company websites (1)

 

220,135

 

230,869

 

 

451,004

E-commerce - wholesale drop-ship (1)

 

 

117,128

 

(5,761)

 

111,367

Total direct-to-consumer sales

1,553,962

419,701

(5,761)

1,967,902

Wholesale - e-commerce (1)

 

 

240,338

 

 

240,338

Wholesale - landed

 

 

484,797

 

(53,975)

 

430,822

Wholesale - first cost

 

 

71,832

 

 

71,832

Licensing and royalty

 

1,810

 

9,210

 

 

11,020

Other (2)

 

684

 

85

 

 

769

Net sales

$

1,556,456

$

1,225,963

$

(59,736)

$

2,722,683

2023

Eliminations and

($ thousands)

    

Famous Footwear

    

Brand Portfolio

    

Other

    

Total

Retail stores

$

1,395,689

$

69,820

$

$

1,465,509

E-commerce - Company websites (1)

 

210,622

 

229,495

 

 

440,117

E-commerce - wholesale drop-ship (1)

 

 

133,097

 

(5,786)

 

127,311

Total direct-to-consumer sales

1,606,311

432,412

(5,786)

2,032,937

Wholesale - e-commerce (1)

 

 

233,183

 

 

233,183

Wholesale - landed

 

 

491,132

 

(57,169)

 

433,963

Wholesale - first cost

 

 

101,472

 

 

101,472

Licensing and royalty

 

2,330

 

12,576

 

 

14,906

Other (2)

 

755

 

78

 

 

833

Net sales

$

1,609,396

$

1,270,853

$

(62,955)

$

2,817,294

2022

Eliminations and

($ thousands)

    

Famous Footwear

    

Brand Portfolio

    

Other

    

Total

Retail stores

$

1,467,968

$

60,113

$

$

1,528,081

E-commerce - Company websites (1)

 

233,977

 

218,434

 

 

452,411

E-commerce - wholesale drop-ship (1)

 

148,825

 

(5,649)

143,176

Total direct-to-consumer sales

 

1,701,945

427,372

(5,649)

2,123,668

Wholesale - e-commerce (1)

 

207,779

 

207,779

Wholesale - landed

 

548,838

 

(54,078)

494,760

Wholesale - first cost

 

 

125,091

 

 

125,091

Licensing and royalty

 

2,105

 

13,604

 

 

15,709

Other (2)

 

1,043

 

88

 

 

1,131

Net sales

$

1,705,093

$

1,322,772

$

(59,727)

$

2,968,138

(1)Collectively referred to as "e-commerce" below
(2)Includes breakage revenue from unredeemed gift cards

Retail stores

The Company generates revenue from retail sales where control is transferred and revenue is recognized at the point of sale. Retail sales are recorded net of estimated returns and exclude sales tax. The Company records a returns reserve and a corresponding return asset for expected returns of merchandise.

Retail sales to members of the Company’s loyalty programs, including the Famously You Rewards program, include two performance obligations: the sale of merchandise and the delivery of points that may be converted to savings certificates and redeemed for future purchases. The transaction price is allocated to the separate performance obligations based on the relative stand-alone selling price. The stand-alone selling price for the points is estimated using the retail value of the merchandise earned, adjusted for estimated breakage based upon historical redemption patterns. The revenue associated with the initial merchandise purchased is recognized immediately and the value assigned to the points is deferred until the points are redeemed, forfeited or expired.

E-commerce

The Company generates revenue from sales on websites maintained by the Company that are shipped from the Company’s distribution centers or retail stores directly to the consumer, or picked up directly by the consumer from the Company’s stores (“e-commerce - Company websites”); sales from the Company’s wholesale customers’ websites that are fulfilled on a drop-ship basis (“e-commerce - wholesale drop-ship”); and other e-commerce sales (wholesale - e-commerce”), collectively referred to as “e-commerce”.  The Company transfers control and recognizes revenue for merchandise sold that is shipped directly to an individual consumer upon delivery to the consumer.  

Landed wholesale

Landed sales are wholesale sales in which the Company obtains title to the footwear from the overseas suppliers and maintains title until the merchandise clears United States customs.  The merchandise is shipped directly to the customer from the Company’s warehouses.  Many customers that purchase footwear on a landed basis arrange their own transportation of merchandise and, with limited exceptions, control is transferred at the time of shipment.  Landed sales generally carry a higher profit rate than first-cost wholesale sales as a result of the brand equity associated with the product along with the additional customs, warehousing and logistics services provided to customers and the risks associated with inventory ownership.

First-cost wholesale

First-cost sales are wholesale sales in which the Company purchases merchandise from an international factory that manufactures the product and subsequently sells to a customer at an overseas port.  Many of the customers then import this product into the United States.  Revenue is recognized at the time the merchandise is delivered to the customer’s designated freight forwarder and control is transferred to the customer.

Licensing and royalty

The Company has license agreements with third parties allowing them to sell the Company’s branded product, or other merchandise that uses the Company’s owned or licensed brand names. These license agreements provide the licensee access to the Company’s symbolic intellectual property, and revenue is therefore recognized over the license term. For royalty contracts that do not have guaranteed minimums, the Company recognizes revenue as the licensee’s sales occur. For royalty contracts that have guaranteed minimums, revenue for the guaranteed minimum is recognized on a straight-line basis during the term, until such time that the cumulative royalties exceed the total minimum guarantee. Up-front payments are recognized over the contractual term to which the guaranteed minimum relates.

The Company also licenses its Famous Footwear trade name and logo to a third-party financial institution to offer Famous Footwear-branded credit cards to its consumers. The Company receives royalties based upon cardholder spending, which is recognized as licensing revenue at the time when the credit card is used.

Contract Balances

Revenue is recorded at the transaction price, net of estimates for variable consideration for which reserves are established, including returns, allowances and discounts. Variable consideration is estimated using the expected value method and given the large number of contracts with similar characteristics, the portfolio approach is applied to determine the variable consideration for each revenue stream. Reserves for projected returns are based on historical patterns and current expectations.

Information about significant contract balances from contracts with customers is as follows:

($ thousands)

February 1, 2025

    

February 3, 2024

Customer allowances and discounts

$

16,147

$

21,497

Loyalty programs liability

 

7,776

 

11,457

Returns reserve

 

9,584

 

10,586

Gift card liability

 

6,338

 

6,385

Changes in contract balances with customers generally reflect differences in relative sales volume for the period presented. In addition, during 2024, the loyalty programs liability increased $26.3 million due to points and material rights earned on purchases and decreased $30.0 million due to expirations and redemptions.  During 2023, the loyalty programs liability increased $44.1 million due to points and material rights earned on purchases and decreased $50.4 million due to expirations and redemptions.

Allowance for Expected Credit Losses

The following table summarizes the activity in the Company’s allowance for expected credit losses for 2024 and 2023:

($ thousands)

    

2024

    

2023

Balance, beginning of period

$

8,820

$

8,903

Adjustment for expected credit losses

(815)

1,018

Uncollectible account recoveries (write-offs), net

318

(1,101)

Balance, end of period

$

8,323

$

8,820

 

v3.25.1
EARNINGS PER SHARE
12 Months Ended
Feb. 01, 2025
EARNINGS PER SHARE  
EARNINGS PER SHARE

3.   EARNINGS PER SHARE

The Company uses the two-class method to compute basic and diluted earnings per common share attributable to Caleres, Inc. shareholders.  In periods of net loss, no effect is given to the Company’s participating securities since they do not contractually participate in the losses of the Company. The following table sets forth the computation of basic and diluted earnings per common share attributable to Caleres, Inc. shareholders:

($ thousands, except per share amounts)

    

2024

    

2023

    

2022

NUMERATOR

Net earnings

$

106,097

$

171,832

$

179,695

Net loss (earnings) attributable to noncontrolling interests

 

1,158

 

(441)

 

2,047

Net earnings attributable to Caleres, Inc.

$

107,255

$

171,391

$

181,742

Net earnings allocated to participating securities

 

(3,839)

 

(7,517)

 

(7,716)

Net earnings attributable to Caleres, Inc. after allocation of earnings to participating securities

$

103,416

$

163,874

$

174,026

 

  

 

  

 

  

DENOMINATOR

 

  

 

  

 

  

Denominator for basic earnings per common share attributable to Caleres, Inc. shareholders

 

33,397

 

34,142

 

34,930

Dilutive effect of share-based awards

 

116

 

10

 

475

Denominator for diluted earnings per common share attributable to Caleres, Inc. shareholders

 

33,513

 

34,152

 

35,405

 

  

 

  

 

  

Basic earnings per common share attributable to Caleres, Inc. shareholders

$

3.10

$

4.80

$

4.98

 

  

 

  

 

  

Diluted earnings per common share attributable to Caleres, Inc. shareholders

$

3.09

$

4.80

$

4.92

As further discussed in Item 5, Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities, the Company has two publicly announced share repurchase programs.  The Company repurchased 1,938,324, 763,000 and 2,622,845 shares at a cost of $65.0 million, $17.4 million and $63.2 million during the years ended February 1, 2025, February 3, 2024 and January 28, 2023, respectively, under these programs.

Under the provisions of the Inflation Reduction Act of 2022 (“Inflation Reduction Act”), a 1% excise tax is imposed on repurchases of common stock beginning on January 1, 2023.  Excise taxes incurred on share repurchases are incremental costs to purchase the stock, and accordingly, are included in the total cost basis of the common stock acquired and reflected as a reduction of shareholders’ equity within retained earnings in the consolidated statements of shareholders’ equity.  Excise taxes of $0.5 million are due on the Company’s share repurchases during 2024.  An immaterial amount of excise taxes were due on share repurchases during 2023.

v3.25.1
RESTRUCTURING AND OTHER INITIATIVES
12 Months Ended
Feb. 01, 2025
RESTRUCTURING AND OTHER INITIATIVES  
RESTRUCTURING AND OTHER INITIATIVES

4.   RESTRUCTURING AND OTHER INITIATIVES

Restructuring Costs

During 2024, the Company incurred restructuring costs of $9.9 million ($7.3 million on an after-tax basis, or $0.21 per diluted share).  The costs were primarily for the exit of the Company’s domestic retail store operations for the Naturalizer brand, severance and pension settlement costs associated with the acceptance of a lump sum buyout offer by certain pension plan participants.  Of the $7.2 million in charges presented in restructuring and other special charges on the consolidated statements of earnings in 2024, $6.4 million is reflected in the Brand Portfolio segment, $0.6 million is reflected in the Famous Footwear segment and $0.2 million is reflected within the Eliminations and Other category.  The remaining $2.7 million of restructuring costs related to the pension settlement are presented in other (expense) income, net, and reflected in the Eliminations and Other category.  As of February 1, 2025, restructuring reserves of $5.5 million

were included in current liabilities on the consolidated balance sheet, with $4.0 million included in accounts payable, $1.3 million included in employee compensation and benefits and $0.2 million in other accrued expenses.  

Expense Reduction Initiatives

During 2023, the Company incurred costs of $6.1 million ($4.5 million on an after-tax basis, or $0.13 per diluted share) associated with its expense reduction initiatives.  The costs were primarily for severance and other costs to integrate the Blowfish Malibu office, showroom and information systems into the St. Louis infrastructure.  Of the $6.1 million in charges presented in restructuring and other special charges on the consolidated statements of earnings for 2023, $2.6 million is reflected in the Brand Portfolio segment, $2.1 million is reflected in the Eliminations and Other category and $1.4 million is reflected in the Famous Footwear segment.  As of February 3, 2024, restructuring reserves of $3.2 million were included in other accrued expenses on the consolidated balance sheet.

Organizational Change

During 2022, the Company incurred costs of $2.9 million ($2.7 million on an after-tax basis, or $0.07 per diluted share) related to organizational changes at the corporate headquarters.  These costs were recognized as restructuring and other special charges in the consolidated statement of earnings within the Eliminations and Other category.

     

v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS
12 Months Ended
Feb. 01, 2025
RETIREMENT AND OTHER BENEFIT PLANS  
RETIREMENT AND OTHER BENEFIT PLANS

5.   RETIREMENT AND OTHER BENEFIT PLANS

The Company sponsors pension plans in both the United States and Canada. Under the domestic plans, salaried, management and certain hourly employees’ pension benefits are based on a two-rate formula applied to each year of service.  Participants receive the larger of the accrued benefit as of December 31, 2015 (based on service commencing at the date of hire and a 35-year service cap and an average annual salary for the five highest consecutive years during the last 10-year period) and the benefit calculated under the current plan provisions from the date of hire.  Generally, under the current plan provisions, a participant receives credit for one year of service for each 365 days of employment as an eligible employee with the Company commencing after the employee’s date of participation in the plan, up to 30 years.  Except for grandfathered employees and certain hourly associates in the Company’s retail divisions, final average compensation, taxable covered compensation and credited service for purposes of determining accrued pension benefits were frozen as of December 31, 2018.

The Company’s Canadian pension plans cover certain employees based on plan specifications.  Under the Canadian plans, employees’ pension benefits are based on the employee’s highest consecutive five years of compensation during the 10 years before retirement.  The Company’s funding policy for all plans is to make the minimum annual contributions required by applicable regulations.  The Company also maintains an unfunded Supplemental Executive Retirement Plan (“SERP”).  In addition to providing pension benefits, the Company sponsors unfunded postretirement life insurance plans that cover both salaried and hourly employees who became eligible for benefits by January 1, 1995.  The life insurance plans provide coverage of up to $20,000 for qualifying retired employees.

Benefit Obligations

The following table sets forth changes in benefit obligations, including all domestic and Canadian plans:

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2024

    

2023

Benefit obligation at beginning of year

$

282,175

$

285,572

$

931

$

1,018

Service cost

 

4,931

 

5,020

 

 

Interest cost

 

15,025

 

14,543

 

45

 

48

Plan participants’ contribution

 

9

 

11

 

2

 

1

Actuarial (gain) loss

 

(10,062)

 

(6,773)

 

25

 

(61)

Benefits paid

 

(16,561)

 

(16,149)

 

(68)

 

(75)

Settlements

 

(17,985)

 

 

 

Foreign exchange rate changes

 

(307)

 

(49)

 

 

Benefit obligation at end of year

$

257,225

$

282,175

$

935

$

931

The accumulated benefit obligation for the United States pension plans was $252.1 million and $277.1 million as of February 1, 2025 and February 3, 2024, respectively.  The accumulated benefit obligation for the Canadian pension plans was $2.9 million and $3.2 million as of February 1, 2025 and February 3, 2024, respectively.

Pension Benefits

Other Postretirement Benefits

Weighted–average assumptions used to determine benefit obligations, end of year

    

2024

    

2023

    

2024

    

2023

 

Discount rate

5.80

%

5.40

%  

5.80

%  

5.40

%

Rate of compensation increase

 

1.70

%

1.70

%  

N/A

 

N/A

As of February 1, 2025 and February 3, 2024, the Company used the PRI-2012 Bottom Quartile mortality table, projected using generational scale MP-2021, a base mortality table issued by the Society of Actuaries in 2021, to estimate the plan liabilities.

Plan Assets

Pension assets are managed in accordance with the prudent investor standards of the Employee Retirement Income Security Act (“ERISA”).  The plan’s investment objective is to earn a competitive total return on assets, while also ensuring plan assets are adequately managed to provide for future pension obligations.  This results in the protection of plan surplus and is accomplished by matching the duration of the projected benefit obligation using leveraged fixed income instruments and, while maintaining an equity commitment, managing an equity overlay strategy.  The overlay strategy is intended to protect the managed equity portfolios against adverse stock market environments.  The Company delegates investment management of the plan assets to specialists in each asset class and regularly monitors manager performance and compliance with investment guidelines.  The Company’s overall investment strategy is to achieve a mix of approximately 97% of investments for long-term growth and 3% for near-term benefit payments with a wide diversification of asset types, fund strategies and fund managers.  The target allocations for plan assets for 2024 were equities of between 65% and 75% and debt securities of between 25% and 35%.  Allocations may change periodically based upon changing market conditions.  Corporate stocks – common, as listed in the table below, did not include any Company stock at February 1, 2025 or February 3, 2024.

Assets of the Canadian pension plans, which totaled approximately $4.0 million on February 1, 2025, were invested 55% in equity funds, 42% in bond funds and 3% in money market funds. The Canadian pension plans did not include any Company stock as of February 1, 2025 or February 3, 2024.

A financial instrument’s level within the valuation hierarchy is based upon the lowest level of input that is significant to the fair value measurement.  Refer to further discussion on the fair value hierarchy in Note 13 to the consolidated financial

statements. Following is a description of the pension plan investments measured at fair value, including the general classification of such investments pursuant to the valuation hierarchy.

Cash and cash equivalents include cash collateral and margin as well as money market funds.  The fair values are based on unadjusted quoted market prices in active markets with sufficient volume and frequency and therefore are classified within Level 1 of the fair value hierarchy.
Investments in U.S. government securities, the mutual fund, exchange-traded funds, corporate stocks – common, the warrant, real estate investment trusts and S&P 500 Index put and call options (traded on security exchanges) are classified within Level 1 of the fair value hierarchy because the fair values are based on unadjusted quoted market prices in active markets with sufficient volume and frequency.  Interest rate swap agreements and certain U.S. government securities are not traded on an exchange but are based on observable inputs that can be corroborated.  Therefore, these investments are classified within Level 2 of the fair value hierarchy.  The preferred securities and certain corporate stocks – common were offered in a private placement.  The fair values of these investments are based on unobservable prices and therefore, they are classified within Level 3 of the fair value hierarchy.
The alternative investment fund is an investment in a pool of long-duration domestic investment grade assets.  This investment is measured using net asset value per share, and therefore, is not classified within the fair value hierarchy.
The unallocated insurance contract is measured at net asset value per share, and therefore, is not classified within the fair value hierarchy.

The fair values of the Company’s pension plan assets at February 1, 2025 by asset category were as follows:

Fair Value Measurements at February 1, 2025

($ thousands)

    

Total

    

Level 1

    

Level 2

    

Level 3

Asset

  

  

  

  

Cash and cash equivalents

$

15,233

$

15,233

$

$

U.S. government securities

 

70,577

 

63,423

 

7,154

 

Interest rate swap agreements

(4,188)

(4,188)

Mutual fund

 

27,661

 

27,661

 

 

Exchange-traded funds

 

119,650

 

119,650

 

 

Corporate stocks - common

 

80,489

 

80,446

 

 

43

Warrant

153

153

Real estate investment trust

1,118

1,118

Preferred securities

 

171

 

 

 

171

S&P 500 Index options

 

(3,738)

 

(3,738)

 

 

Total investments in the fair value hierarchy

$

307,126

$

303,946

$

2,966

$

214

 

  

 

  

 

  

 

  

Investments measured at net asset value:

 

  

 

  

 

  

 

  

Alternative investment fund

 

14,579

 

 

 

Unallocated insurance contract

 

24

 

 

 

Total investments measured at net asset value

 

14,603

 

 

 

 

  

 

  

 

  

 

  

Total investments at fair value

$

321,729

$

303,946

$

2,966

$

214

The fair values of the Company’s pension plan assets at February 3, 2024 by asset category were as follows:

Fair Value Measurements at February 3, 2024

($ thousands)

    

Total

    

Level 1

    

Level 2

    

Level 3

Asset

  

  

  

  

Cash and cash equivalents

$

11,138

$

11,138

$

$

U.S. government securities

 

74,777

 

65,345

 

9,432

 

Interest rate swap agreements

3,647

3,647

Mutual fund

 

28,114

 

28,114

 

 

Exchange-traded funds

 

128,263

 

128,263

 

 

Corporate stocks - common

 

84,652

 

84,528

 

 

124

Warrant

220

220

Real estate investment trust

105

105

Preferred securities

 

237

 

 

 

237

S&P 500 Index options

 

(1,788)

 

(1,788)

 

 

Total investments in the fair value hierarchy

$

329,365

$

315,925

$

13,079

$

361

Investments measured at net asset value:

 

  

 

  

 

  

 

  

Alternative investment fund

 

14,654

 

 

 

Unallocated insurance contract

 

32

 

 

 

Total investments measured at net asset value

 

14,686

 

 

 

 

  

 

  

 

  

 

  

Total investments at fair value

$

344,051

$

315,925

$

13,079

$

361

The following table sets forth changes in the fair value of plan assets, including all domestic and Canadian plans:

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2024

    

2023

Fair value of plan assets at beginning of year

$

344,051

$

356,745

$

$

Actual return on plan assets

 

12,432

 

3,375

 

 

Employer contributions

 

90

 

118

 

66

 

74

Plan participants’ contributions

 

9

 

11

 

2

 

1

Benefits paid

 

(16,561)

 

(16,149)

 

(68)

 

(75)

Settlements

 

(17,985)

 

 

 

Foreign exchange rate changes

 

(307)

 

(49)

 

 

Fair value of plan assets at end of year

$

321,729

$

344,051

$

$

Funded Status

The over-funded status as of February 1, 2025 and February 3, 2024 for pension benefits was $64.5 million and $61.9  million, respectively. The under-funded status for other postretirement benefits was $0.9 million as of February 1, 2025 and February 3, 2024.

Amounts recognized in the consolidated balance sheets consist of:

    

Pension Benefits

    

Other Postretirement Benefits

($ thousands)

2024

    

2023

    

2024

    

2023

Prepaid pension costs (noncurrent assets)

$

78,463

$

74,951

$

$

Accrued benefit liabilities (current liability)

 

(9,023)

 

(5,327)

 

180

 

(176)

Accrued benefit liabilities (noncurrent liability)

 

(4,936)

 

(7,748)

 

755

 

(755)

Net amount recognized at end of year

$

64,504

$

61,876

$

935

$

(931)

The projected benefit obligation, the accumulated benefit obligation and the fair value of plan assets for pension plans with a projected benefit obligation in excess of plan assets and for pension plans with an accumulated benefit obligation in excess of plan assets, which includes only the Company’s SERP, were as follows:

Projected Benefit Obligation Exceeds the

Accumulated Benefit Obligation

Fair Value of Plan Assets

Exceeds the Fair Value of Plan Assets

($ thousands)

    

2024

    

2023

    

2024

    

2023

End of Year

  

  

  

  

Projected benefit obligation

$

13,958

$

13,075

$

13,958

$

13,075

Accumulated benefit obligation

 

12,568

 

12,144

 

12,568

 

12,144

Fair value of plan assets

 

 

 

 

The accumulated postretirement benefit obligation exceeds assets for all of the Company’s other postretirement benefit plans.

The amounts in accumulated other comprehensive loss that have not yet been recognized as components of net periodic benefit income at February 1, 2025 and February 3, 2024 are as follows:

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2024

    

2023

Components of accumulated other comprehensive loss, net of tax:

  

  

  

  

Net actuarial loss (gain)

$

28,455

$

33,709

$

(256)

$

(374)

Net prior service credit

 

34

 

71

 

 

Accumulated other comprehensive loss, net of tax

$

28,489

$

33,780

$

(256)

$

(374)

Net Periodic Benefit Expense (Income)

Net periodic benefit expense (income) for 2024, 2023 and 2022 for all domestic and Canadian plans included the following components:

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2022

    

2024

    

2023

    

2022

Service cost

$

4,931

$

5,020

$

7,143

$

$

$

Interest cost

 

15,025

 

14,543

 

11,977

 

45

 

48

 

35

Expected return on assets

 

(24,279)

 

(24,353)

 

(27,987)

 

 

 

Amortization of:

 

  

 

  

 

  

 

  

 

  

 

  

Actuarial loss (gain)

 

6,038

 

3,785

 

3,088

 

(108)

 

(110)

 

(103)

Prior service credit

 

49

 

(123)

 

(314)

 

 

 

Settlement cost

 

2,716

 

 

320

 

 

 

Curtailments

 

 

 

13

 

 

 

Total net periodic benefit expense (income)

$

4,480

$

(1,128)

$

(5,760)

$

(63)

$

(62)

$

(68)

The non-service cost components of net periodic benefit expense (income) are included in other income, net in the consolidated statements of earnings.  Service cost is included in selling and administrative expenses.

Pension Benefits

Other Postretirement Benefits

 

Weighted–average assumptions used to determine net periodic benefit income

    

2024

2023

    

2022

2024

2023

    

2022

 

Discount rate

 

5.40

%  

5.20

%  

3.40

%  

5.40

%  

5.20

%  

3.40

%

Rate of compensation increase

 

1.70

%  

3.00

%  

3.00

%  

N/A

 

N/A

 

N/A

Expected return on plan assets

 

7.70

%  

7.50

%  

7.20

%  

N/A

 

N/A

 

N/A

The net actuarial loss (gain) subject to amortization is amortized on a straight-line basis over the average future service of active plan participants as of the measurement date. The prior service credit is amortized on a straight-line basis over the average future service of active plan participants benefiting under the plan at the time of each plan amendment.

The expected long-term rate of return on plan assets is based on historical and projected rates of return for current and planned asset classes in the plan’s investment portfolio.  Assumed projected rates of return for each asset class were selected after analyzing experience and future expectations of the returns.  The overall expected rate of return for the portfolio was developed based on the target allocation for each asset class.

Expected Cash Flows

Information about expected cash flows for all pension and postretirement benefit plans follows:

Pension Benefits

Other

Postretirement

($ thousands)

    

Funded Plan

    

SERP

    

Total

    

Benefits

Employer Contributions

 

  

 

  

 

  

 

  

2025 expected contributions to plan trusts

$

74

$

$

74

$

2025 expected contributions to plan participants

 

 

9,281

 

9,281

 

185

2025 refund of assets (e.g. surplus) to employer

 

124

 

 

124

 

Expected Benefit Payments

 

  

 

  

 

 

  

2025

$

15,855

$

9,281

$

25,136

$

185

2026

 

16,355

 

501

 

16,856

 

144

2027

 

16,773

 

825

 

17,598

 

113

2028

 

17,272

 

785

 

18,057

 

88

2029

 

17,687

 

719

 

18,406

 

68

2030-2034

 

90,466

 

3,941

 

94,407

 

166

Defined Contribution Plans

The Company’s domestic defined contribution 401(k) plan covers certain salaried employees.  For eligible salaried employees, the Company makes a core contribution of 1.5% and a matching contribution of up to 50% of the first 6% of the employees’ contributions.  The Company’s expense for this plan was $4.7 million in 2024, $5.0 million in 2023, and $4.6 million in 2022.  In addition to the core and matching contributions, the Company has the discretion to contribute up to an additional 2% profit-sharing benefit based on the Company’s performance.  The Company’s expense for the profit-sharing contribution was zero for both 2024 and 2023 and $2.6 million for 2022.  Beginning in January 2024, the Company also offers a 401(k) plan to certain hourly employees, providing the option to contribute from 2% to 30% of pre-tax wages to the 401(k) plan.  The hourly 401(k) plan does not offer matching contributions and therefore, the Company incurred no expense during 2024.

Non-Qualified Deferred Compensation Plan

The Company has a non-qualified deferred compensation plan (the “Deferred Compensation Plan”) for the benefit of certain management employees.  The investment funds offered to the participants generally correspond to the funds offered in the Company’s 401(k) plan and the account balance fluctuates with the investment returns on those funds. The Deferred Compensation Plan permits the deferral of up to 50% of base salary and 100% of compensation received under the Company’s annual incentive plan.  The deferrals are held in a separate trust, which has been established by the Company to administer the Deferred Compensation Plan.  The assets of the trust are subject to the claims of the Company’s creditors in the event that the Company becomes insolvent.  Consequently, the trust qualifies as a grantor trust for income tax purposes (i.e., a “Rabbi Trust”).  The liabilities of the Deferred Compensation Plan of $10.9 million and $9.5 million as of February 1, 2025 and February 3, 2024, respectively, are presented in employee compensation and benefits in the accompanying consolidated balance sheets.  The assets held by the trust of $10.9 million and $9.5 million as of February 1, 2025 and February 3, 2024, respectively, are presented within prepaid expenses and other current assets in the accompanying consolidated balance sheets, with changes in the deferred compensation charged to selling and administrative expenses in the accompanying consolidated statements of earnings.

Non-Qualified Restoration Deferred Compensation Plan

In 2023, the Company adopted a non-qualified restoration deferred compensation plan (the “Restoration Plan”) for the benefit of certain members of executive management.  The Restoration Plan provides an incremental retirement benefit to key executives whose contributions to qualified retirement plans are limited by Internal Revenue Service annual compensation maximums.  The investment funds offered to the participants generally correspond to the funds offered in the Company’s 401(k) plan.  The initial contribution to the Restoration Plan was funded in January 2024 and will occur annually thereafter. The plan assets and liabilities will fluctuate with the returns on the investment funds.  The deferrals are held in a separate trust, which has been established by the Company to administer the Restoration Plan. The assets of the trust are subject to the claims of the Company’s creditors in the event that the Company becomes insolvent.  Consequently, the trust qualifies as a grantor trust for income tax purposes (i.e., a “Rabbi Trust”).  The liabilities of the Restoration Plan of $0.4 million and $0.3 million as of February 1, 2025 and February 3, 2024, respectively, are presented in employee compensation and benefits in the accompanying consolidated balance sheets.  The assets held by the trust of $0.4 million and $0.3 million as of February 1, 2025 and February 3, 2024, respectively, are classified within prepaid and other current assets in the accompanying consolidated balance sheets.  Changes in deferred compensation plan assets and liabilities are charged to selling and administrative expense in the accompanying consolidated statement of earnings.  

Deferred Compensation Plan for Non-Employee Directors

Non-employee directors are eligible to participate in a deferred compensation plan, whereby deferred compensation amounts are valued as if invested in the Company’s common stock through the use of phantom stock units (“PSUs”). Under the plan, each participating director’s account is credited with the number of PSUs equal to the number of shares of the Company’s common stock that the participant could purchase or receive with the amount of the deferred compensation, based upon the fair value (as determined based on the average of the high and low prices) of the Company’s common stock on the last trading day of the fiscal quarter when the cash compensation was earned.  Dividend equivalents are paid on PSUs at the same rate as dividends on the Company’s common stock and are re-invested in additional PSUs at the next fiscal quarter-end. The PSUs are payable in cash based on the number of PSUs credited to the participating director’s account, valued on the basis of the fair value at fiscal quarter-end on or following termination of the director’s service. The liabilities of the plan of $1.2 million and $2.0 million as of February 1, 2025 and February 3, 2024, respectively, are based on 50,820 and 55,516 outstanding PSUs, respectively, and are presented in other liabilities in the accompanying consolidated balance sheets.  Gains and losses resulting from changes in the fair value of the PSUs are charged to selling and administrative expenses in the accompanying consolidated statements of earnings.

v3.25.1
INCOME TAXES
12 Months Ended
Feb. 01, 2025
INCOME TAXES  
INCOME TAXES

6.   INCOME TAXES

The components of earnings before income taxes consisted of domestic earnings before income taxes of $84.8 million, $132.5 million and $168.0 million in 2024, 2023 and 2022, respectively.  The Company’s international earnings before income taxes were $50.4 million, $48.8 million and $45.0 million in 2024, 2023 and 2022, respectively.

The components of income tax provision on earnings were as follows:

($ thousands)

    

2024

    

2023

    

2022

Federal

 

  

 

  

 

  

Current

$

3,818

$

10,849

$

11,506

Deferred

 

13,710

 

5,138

 

6,975

Total federal income tax provision

 

17,528

 

15,987

 

18,481

State

 

  

 

  

 

  

Current

 

1,876

 

2,423

 

6,660

Deferred

 

4,775

 

(9,819)

 

3,421

Total state income tax provision (benefit)

 

6,651

 

(7,396)

 

10,081

International

Current

5,289

4,879

4,759

Deferred

 

(407)

 

(3,980)

 

18

Total international income tax provision

 

4,882

 

899

 

4,777

Total income tax provision

$

29,061

$

9,490

$

33,339

The differences between the income tax provision reflected in the consolidated financial statements and the amounts calculated at the federal statutory income tax rate were as follows:

($ thousands)

    

2024

    

2023

    

2022

Income taxes at statutory rate

$

28,383

$

38,078

$

44,737

State income taxes, net of federal tax benefit

 

4,514

 

5,710

 

8,981

International earnings taxed at differing rates from U.S. statutory

 

(3,584)

 

(5,367)

 

(1,974)

Share-based compensation

 

(2,647)

 

(3,106)

 

(602)

Valuation allowances, net

 

(2,204)

 

(30,054)

 

(20,743)

Non-deductibility of 162(m) limitations

3,401

4,373

3,363

GILTI, BEAT and FDII provisions

 

1,307

 

427

 

422

Other (1)

 

(109)

 

(571)

 

(845)

Total income tax provision

$

29,061

$

9,490

$

33,339

(1)The other category of income tax provision principally represents the impact of expenses that are not deductible or partially deductible for federal income tax purposes and the impact of any return-to-provision adjustments.

Significant components of the Company’s deferred income tax assets and liabilities were as follows:

($ thousands)

    

February 1, 2025

    

February 3, 2024

Deferred Tax Assets

 

  

 

  

Lease obligations

$

158,310

$

148,242

Goodwill

30,308

34,386

Net operating loss carryforward/carryback

 

6,551

 

10,107

Accrued expenses

 

14,053

 

17,870

Employee benefits, compensation and insurance

10,954

15,689

Accounts receivable

 

4,043

 

6,094

Inventory capitalization and inventory reserves

 

6,532

 

6,623

Impairment of investment in nonconsolidated affiliate

 

1,418

 

1,470

Postretirement and postemployment benefit plans

 

201

 

207

Other

 

3,444

 

1,605

Total deferred tax assets, before valuation allowance

 

235,814

 

242,293

Valuation allowance

 

(3,406)

 

(7,153)

Total deferred tax assets, net of valuation allowance

$

232,408

$

235,140

 

  

 

  

Deferred Tax Liabilities

 

  

 

  

Lease right-of-use assets

$

(149,414)

$

(138,315)

Intangible assets

(15,472)

(13,659)

LIFO inventory valuation

 

(54,808)

 

(51,021)

Retirement plans

 

(18,184)

 

(17,239)

Capitalized software

 

(1,797)

 

(1,800)

Depreciation

 

(17,100)

 

(16,822)

Other

 

(2,579)

 

(3,419)

Total deferred tax liabilities

 

(259,354)

 

(242,275)

Net deferred tax liability

$

(26,946)

$

(7,135)

As of February 1, 2025, the Company had various federal, state and international net operating loss (“NOL”) carryforwards with tax values totaling $6.6 million.  The state NOLs totaling $2.9 million have carryforward periods ranging from one to 20 years.  The Company has NOLs in Canada, the United Kingdom and China of $1.8 million and $1.3 million and $0.6 million, respectively.  The Canada and China NOLs have a carryforward period of 17 years and 5 years, respectively, while the United Kingdom NOLs have no expiration.  

As of February 1, 2025, no deferred taxes have been provided on the accumulated unremitted earnings of the Company’s international subsidiaries that are not subject to United States income tax, beyond the amounts recorded for the one-time transition tax for the mandatory deemed repatriation of cumulative international earnings, as required by the Tax Cuts and Jobs Act.  The Company periodically evaluates its international investment opportunities and plans, as well as its international working capital needs, to determine the level of investment required and, accordingly, determines the level of international earnings that is considered indefinitely reinvested.  Based upon that evaluation, earnings of the Company’s international subsidiaries that are not otherwise subject to United States taxation are considered to be indefinitely reinvested, and accordingly, deferred taxes have not been provided.  If changes occur in future investment opportunities and plans, those changes will be reflected when known and may result in providing residual United States deferred taxes on unremitted international earnings.  If the Company’s unremitted international earnings were not considered indefinitely reinvested as of February 1, 2025, an immaterial amount of additional deferred taxes would have been provided.

Uncertain Tax Positions

ASC 740, Income Taxes, establishes a single model to address accounting for uncertain tax positions.  The standard clarifies the accounting for income taxes by prescribing a minimum recognition threshold a tax position is required to meet before being recognized in the financial statements.  The standard also provides guidance on derecognition, measurement

classification, interest and penalties, accounting in interim periods, disclosure and transition.  As of February 1, 2025 and February 3, 2024, the Company had no unrecognized tax benefits.  

For federal purposes, the Company’s tax filings for fiscal years 2019 to 2023 remain open to examination but are not currently being examined.   The Company also files tax returns in various international jurisdictions and numerous states for which various tax years are subject to examination and currently involved in audits.  While the Company is involved in examinations in certain jurisdictions, it does not expect any significant changes in its liability for uncertain tax positions during the next 12 months.

v3.25.1
BUSINESS SEGMENT INFORMATION
12 Months Ended
Feb. 01, 2025
BUSINESS SEGMENT INFORMATION  
BUSINESS SEGMENT INFORMATION

7.   BUSINESS SEGMENT INFORMATION

The Company’s reportable segments are Famous Footwear and Brand Portfolio.  The Famous Footwear segment is comprised of Famous Footwear, famousfootwear.com and famousfootwear.ca.  Famous Footwear operated 846 stores at the end of 2024, selling primarily branded footwear for the entire family.

The Brand Portfolio segment is comprised of wholesale operations selling the Company’s branded footwear, and the retail stores and e-commerce sites associated with those brands.  This segment sources, manufactures and markets 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.  The Brand Portfolio segment included 60 branded retail stores in the United States and 54 branded retail stores in East Asia at the end of 2024.

The accounting policies of the reportable segments are the same as those described in Note 1 to the consolidated financial statements. The Company’s Famous Footwear and Brand Portfolio reportable segments are operating units that are managed separately.  These reportable segments reflect the level at which the chief operating decision maker (CODM), the Company’s President and Chief Executive Officer, evaluates financial performance and allocates resources. The CODM uses segment operating earnings (loss), which represents gross profit, less selling and administrative expenses and restructuring and other special charges, net, to allocate resources. Intersegment sales are generally recorded at a profit, and intersegment earnings related to inventory on hand at the purchasing segment are eliminated against the earnings.  

Corporate assets, administrative expenses and other costs and recoveries that are not allocated to the operating units, as well as the elimination of intersegment sales and profit, are reported in the Eliminations and Other category.

Following is a summary of certain key financial measures for the respective periods:

2024

Famous

Brand

Eliminations

($ thousands)

    

Footwear

    

Portfolio

    

and Other

    

Total

  

  

  

  

Net sales (1)

$

1,556,456

$

1,225,963

$

(59,736)

$

2,722,683

Cost of goods sold

869,829

 

689,668

 

(58,856)

 

1,500,641

Gross profit

686,627

536,295

(880)

1,222,042

Less expenses:

Retail stores (2)

366,144

31,108

397,252

Information technology

30,843

27,631

7,881

66,355

Warehousing and distribution

50,905

70,368

3,580

124,853

Advertising and marketing

50,370

78,275

3,459

132,104

Restructuring and other special charges, net

 

639

6,343

185

 

7,167

Other expenses (3)

100,650

200,448

43,357

344,455

Operating earnings (loss)

$

87,076

$

122,122

$

(59,342)

$

149,856

Segment assets

$

817,469

$

893,460

$

183,825

$

1,894,754

Purchases of property and equipment

$

36,694

$

10,335

$

2,118

$

49,147

Capitalized software

$

618

$

44

$

1,877

$

2,539

2023

Famous

Brand

Eliminations

($ thousands)

    

Footwear

    

Portfolio

    

and Other

    

Total

 

  

 

  

 

  

 

  

Net sales (1)

$

1,609,396

$

1,270,853

$

(62,955)

$

2,817,294

Cost of goods sold

889,847

 

724,848

 

(60,358)

 

1,554,337

Gross profit

719,549

546,005

(2,597)

1,262,957

Less expenses:

Retail stores (2)

360,102

28,793

388,895

Information technology

31,286

28,180

1,459

60,925

Warehousing and distribution

52,874

59,045

4,439

116,358

Advertising and marketing

52,771

70,761

3,102

126,634

Restructuring and other special charges, net

 

1,366

2,608

2,129

 

6,103

Other expenses (3)

97,312

211,159

61,116

369,587

Operating earnings (loss)

$

123,838

$

145,459

$

(74,842)

$

194,455

Segment assets

$

770,848

$

862,404

$

171,494

$

1,804,746

Purchases of property and equipment

$

31,743

$

10,515

$

2,326

$

44,584

Capitalized software

$

743

$

$

4,291

$

5,034

2022

Famous

Brand

Eliminations

($ thousands)

    

Footwear

    

Portfolio

    

and Other

    

Total

 

  

 

  

 

  

 

  

Net sales (1)

$

1,705,093

$

1,322,772

$

(59,727)

$

2,968,138

Cost of goods sold

916,089

 

825,507

 

(58,331)

 

1,683,265

Gross Profit

789,004

497,265

(1,396)

1,284,873

Less expenses:

Retail stores (2)

352,088

27,699

379,787

Information technology

28,100

26,331

1,781

56,212

Warehousing and distribution

54,056

57,337

5,192

116,585

Advertising and marketing

56,762

65,339

3,463

125,564

Restructuring and other special charges, net

 

2,910

2,910

Other expenses (3)

102,161

208,214

79,113

389,488

Operating earnings (loss)

$

195,837

$

112,345

$

(93,855)

$

214,327

Segment assets

$

767,575

$

921,110

$

147,787

$

1,836,472

Purchases of property and equipment

$

41,755

$

4,170

$

9,988

$

55,913

Capitalized software

$

$

42

$

8,082

$

8,124

(1)Net sales includes intersegment sales from Brand Portfolio to Famous Footwear of $59.7 million, $63.0 million and $59.7 million in 2024, 2023 and 2022, respectively.
(2)Includes compensation and facilities costs associated with the Company’s North America retail stores.
(3)Primarily includes compensation costs associated with non-retail store operations, depreciation and amortization, and other overhead expenses.

Products purchased for the Famous Footwear segment from three key third-party suppliers (Nike, Skechers and adidas) represented approximately 24% of consolidated net sales for 2024, 2023, and 2022.  

Following is a reconciliation of operating earnings to earnings before income taxes:

($ thousands)

    

2024

    

2023

    

2022

Operating earnings

$

149,856

$

194,455

$

214,327

Interest expense, net

 

(13,957)

 

(19,343)

 

(14,264)

Other income, net

 

(741)

 

6,210

 

12,971

Earnings before income taxes

$

135,158

$

181,322

$

213,034

For geographic purposes, the domestic operations include the Company’s domestic retail operations, the wholesale distribution of licensed, branded and private-label footwear to a variety of retail customers, including the Famous Footwear and Brand Portfolio stores, as well as the Company’s e-commerce businesses.

The Company’s international operations consist of wholesale and retail operations primarily in East Asia, Canada and Europe.  The East Asia operations primarily include first-cost transactions, where footwear is sold at international ports to customers who then import the footwear into the United States and other countries.

A summary of the Company’s net sales and long-lived assets, including lease right-of-use assets and property and equipment, by geographic area were as follows:

($ thousands)

    

2024

    

2023

    

2022

Net Sales

 

  

 

  

 

  

United States

$

2,532,717

$

2,624,474

$

2,763,896

East Asia

 

111,670

 

130,423

 

146,700

Canada

 

58,140

 

48,220

 

44,484

Other

 

20,156

 

14,177

 

13,058

Total net sales

$

2,722,683

$

2,817,294

$

2,968,138

 

  

 

  

 

  

Long-Lived Assets

 

  

 

  

 

  

United States

$

8,855,001

$

676,937

$

656,840

East Asia

 

140,929

 

11,805

 

11,614

Canada

 

113,060

 

6,601

 

10,441

Other

 

2,401

 

269

 

184

Total long-lived assets

$

9,111,391

$

695,612

$

679,079

v3.25.1
INVENTORIES
12 Months Ended
Feb. 01, 2025
INVENTORIES  
INVENTORIES

8.   INVENTORIES

The Company’s net inventory balance was comprised of the following:

($ thousands)

February 1, 2025

    

February 3, 2024

Raw materials

$

14,352

$

14,198

Work-in-process

 

644

 

665

Finished goods

 

550,245

 

525,811

Inventories, net (1)

$

565,241

$

540,674

(1)Net of adjustment to last-in, first-out cost of $10.9 million and $10.3 million as of February 1, 2025 and February 3, 2024, respectively.

As of February 1, 2025 and February 3, 2024, the Company’s inventory balance included $0.2 million and $0.4 million, respectively, of finished goods product subject to consignment arrangements with wholesale customers.

v3.25.1
PROPERTY AND EQUIPMENT
12 Months Ended
Feb. 01, 2025
PROPERTY AND EQUIPMENT.  
PROPERTY AND EQUIPMENT

9.   PROPERTY AND EQUIPMENT

Property and equipment consisted of the following:

($thousands)

    

February 1, 2025

    

February 3, 2024

Land and buildings

$

37,494

$

38,795

Leasehold improvements

 

229,227

 

216,531

Technology equipment

 

56,900

 

51,690

Machinery and equipment

 

116,404

 

114,245

Furniture and fixtures

 

146,730

 

140,456

Construction in progress

 

16,518

 

14,204

Property and equipment

 

603,273

 

575,921

Allowances for depreciation

 

(428,060)

 

(408,338)

Property and equipment, net

$

175,213

$

167,583

Useful lives of property and equipment are as follows:

    

Years

Buildings

 

5 - 30

Leasehold improvements

5 - 20

Technology equipment

 

2 - 7

Machinery and equipment

 

4 - 20

Furniture and fixtures

 

3 - 10

After allowing for an appropriate start-up period, property and equipment at stores and any lease right-of-use assets indicated as impaired are written down to fair value as calculated using a discounted cash flow method.  The Company recorded charges for impairment of $1.9 million, $0.7 million and $1.8 million in 2024, 2023 and 2022, respectively, primarily for operating lease right-of-use assets, leasehold improvements and furniture and fixtures in the Company’s retail stores and capitalized software, which are presented in selling and administrative expenses. Fair value was based on estimated future cash flows to be generated by retail stores, discounted at a market rate of interest. Refer to Note 12 and Note 13 to the consolidated financial statements for further discussion of these impairment charges.

Property and Equipment, Held for Sale

During 2024, the Company continued to actively market for sale its nine-acre corporate headquarters campus (the “Campus”) located in Clayton, Missouri.  In January 2025, the Company entered into an agreement to sell the main portion of the Campus, subject to certain closing conditions.  In February 2025, the Company entered into two letters of intent to sell the remaining portions of the Campus.  The Company expects each of the components of the Campus to qualify as a completed sale within the next year.  Accordingly, the Campus, primarily consisting of land and buildings, has been classified as property and equipment, held for sale category on the consolidated balance sheet as of February 1, 2025 within the Eliminations and Other category.  The Company evaluated the Campus asset group for impairment and determined that no indicators were present as of February 1, 2025.

v3.25.1
GOODWILL AND INTANGIBLE ASSETS
12 Months Ended
Feb. 01, 2025
GOODWILL AND INTANGIBLE ASSETS  
GOODWILL AND INTANGIBLE ASSETS

10.   GOODWILL AND INTANGIBLE ASSETS

Goodwill and intangible assets were as follows:

($ thousands)

February 1, 2025

    

February 3, 2024

Intangible Assets

  

 

  

Famous Footwear

$

2,800

$

2,800

Brand Portfolio (1)

 

342,083

 

342,083

Total intangible assets

 

344,883

 

344,883

Accumulated amortization

 

(157,565)

 

(146,529)

Total intangible assets, net

 

187,318

 

198,354

Goodwill

 

  

 

  

Brand Portfolio (2)

 

4,956

 

4,956

Total goodwill

 

4,956

 

4,956

Goodwill and intangible assets, net

$

192,274

$

203,310

(1)The carrying amount of intangible assets as of February 1, 2025 and February 3, 2024 is presented net of accumulated impairment charges of $106.2 million.
(2)The carrying amount of goodwill as of February 1, 2025 and February 3, 2024 is presented net of accumulated impairment charges of $415.7 million.

The Company’s intangible assets as of February 1, 2025 and February 3, 2024 were as follows:

($ thousands)

    

February 1, 2025

 

Estimated Useful Lives

 

 

Accumulated 

 

Accumulated

 

(In Years)

Cost Basis

Amortization

Impairment

Net Carrying Value

Trade names

 

2 - 40

$

299,488

$

140,424

$

10,200

$

148,864

Trade names

 

Indefinite

 

107,400

 

 

92,000

 

15,400

Customer relationships

    

15 - 16

    

 

44,200

    

 

17,141

    

 

4,005

    

 

23,054

$

451,088

$

157,565

$

106,205

$

187,318

    

February 3, 2024

Estimated Useful Lives 

Accumulated 

Accumulated

    

(In Years)

    

Cost Basis

    

Amortization

    

Impairment

    

Net Carrying Value

Trade names

2 - 40

$

299,488

$

131,677

$

10,200

$

157,611

Trade names

 

Indefinite

 

107,400

 

 

92,000

 

15,400

Customer relationships

 

15 - 16

 

44,200

    

 

14,852

    

 

4,005

    

 

25,343

$

451,088

$

146,529

$

106,205

$

198,354

Amortization expense related to intangible assets was $11.0 million in 2024 and $12.1 million in both 2023 and 2022.  The Company estimates $11.0 million of amortization expense related to intangible assets in 2025 and 2026, $10.9 million in 2027 and $10.7 million in 2028.

Goodwill is tested for impairment at least annually, or more frequently if events or circumstances indicate it might be impaired, using either the qualitative assessment or a quantitative fair value-based test.  During 2024 and 2023, the goodwill impairment testing was performed as of the first day of the fourth fiscal quarter, which resulted in no impairment charges.  

Indefinite-lived intangible assets are tested for impairment as of the first day of the fourth quarter of each fiscal year unless events or circumstances indicate an interim test is required.  The Company did not record any impairment charges for intangible assets during 2024 or 2023.  

v3.25.1
FINANCING ARRANGEMENTS
12 Months Ended
Feb. 01, 2025
FINANCING ARRANGEMENTS  
FINANCING ARRANGEMENTS

11.    FINANCING ARRANGEMENTS

Credit Agreement

The Company maintains a revolving credit facility for working capital needs.  The Company is the lead borrower, and certain wholly-owned subsidiaries, including Sidney Rich Associates, Inc., BG Retail, LLC, Allen Edmonds LLC, Vionic Group LLC, Vionic International LLC and Blowfish, LLC are each co-borrowers and guarantors.  

On October 5, 2021, the Company entered into a Fifth Amendment to Fourth Amended and Restated Credit Agreement (as so amended, the "Credit Agreement") which, among other modifications, decreased the amount available under the revolving credit facility by $100.0 million to an aggregate amount of up to $500.0 million, subject to borrowing base restrictions, and may be increased by up to $250.0 million.  The Credit Agreement also decreased the spread applied to the London Interbank Offered Rate (“LIBOR”) or prime rate by a total of 75 basis points. On April 27, 2023, the Company entered into a Sixth Amendment to Fourth Amended and Restated Credit agreement to transition the borrowings on the revolving credit facility from bearing interest based on LIBOR to a team secured overnight financing rate (“SOFR”).

Borrowing availability under the Credit Agreement is limited to the lesser of the total commitments and the borrowing base ("Loan Cap"), which is based on stated percentages of the sum of eligible accounts receivable, eligible inventory and eligible credit card receivables, as defined, less applicable reserves.  Under the Credit Agreement, the Loan Parties’ obligations are secured by a first-priority security interest in all accounts receivable, inventory and certain other collateral.

Interest on borrowings is at variable rates based on SOFR or the prime rate (as defined in the Credit Agreement), plus a spread.  The interest rate and fees for letters of credit vary based upon the level of excess availability under the Credit Agreement.  There is a fee payable on the unused portion under the facility and a letter of credit fee payable on the outstanding face amount under letters of credit.

The Credit Agreement limits the Company’s ability to create, incur, assume or permit to exist additional indebtedness and liens, make investments or specified payments, give guarantees, pay dividends, make capital expenditures and merge or acquire or sell assets.  In addition, if excess availability falls below the greater of 10.0% of the Loan Cap and $40.0 million for three consecutive business days, and the fixed charge coverage ratio is less than 1.25 to 1.0, the Company would be in default under the Credit Agreement and certain additional covenants would be triggered.  

The Credit Agreement contains customary events of default, including, without limitation, payment defaults, breaches of representations and warranties, covenant defaults, cross-defaults to similar obligations, certain events of bankruptcy and insolvency, judgment defaults and the failure of any guaranty or security document supporting the agreement to be in full force and effect.  If an event of default occurs, the collateral agent may assume dominion and control over the Company’s cash (a “cash dominion event”) until such event of default is cured or waived or the excess availability exceeds an amount as defined in the Credit Agreement for 30 consecutive days, provided that a cash dominion event shall be deemed continuing (even if an event of default is no longer continuing and/or excess availability exceeds the required amount for 30 consecutive business days) after a cash dominion event has occurred and been discontinued on two occasions in any 12-month period.  The Credit Agreement also contains certain other covenants and restrictions.  The Company was in compliance with all covenants and restrictions under the Credit Agreement as of February 1, 2025.

The maximum amount of borrowings under the Credit Agreement at the end of any month was $261.5 million and $366.5 million in 2024 and 2023, respectively.  As of February 1, 2025, the Company had $219.5 million of borrowings outstanding and $8.2 million in letters of credit outstanding under the Credit Agreement, with total additional borrowing availability of $272.3 million.  Average daily borrowings were $201.5 million and $267.9 million in 2024 and 2023, respectively, and the weighted-average interest rates approximated 6.2% and 6.7% for the respective periods.  

v3.25.1
LEASES
12 Months Ended
Feb. 01, 2025
LEASES  
LEASES

12.   LEASES

The Company leases all of its retail locations, a manufacturing facility, and certain office locations, distribution centers and equipment.  At contract inception, leases are evaluated and classified as either operating or finance leases.  Leases with an initial term of 12 months or less are not recorded on the balance sheet.

Lease right-of-use assets and lease liabilities are recognized based on the present value of the future minimum lease payments over the lease term.  The majority of the Company’s leases do not provide an implicit rate and therefore, the Company uses an incremental borrowing rate based on the information available at the commencement date to determine the present value of future payments.  For operating leases, lease expense for the minimum lease payments is recognized on a straight-line basis over the lease term. Variable lease payments are expensed as incurred.

The Company regularly analyzes the results of all of its stores and assesses the viability of underperforming stores to determine whether events or circumstances exist that indicate the stores should be closed or whether the carrying amount of their long-lived assets may not be recoverable.  After allowing for an appropriate start-up period and consideration of any unusual nonrecurring events, property and equipment at stores and the lease right-of-use assets indicated as impaired are written down to fair value as calculated using a discounted cash flow method.  The fair value of the lease right-of-use assets and property and equipment is determined utilizing projected cash flows for each store location, discounted using a risk-adjusted discount rate, subject to a market floor based on current market lease rates.  Refer to Note 13 to the consolidated financial statements for further discussion of impairment charges on the Company’s operating lease right-of-use assets and property and equipment in its retail stores.

The weighted-average lease term and discount rate as of February 1, 2025 and February 3, 2024 were as follows:

    

February 1, 2025

February 3, 2024

Weighted-average remaining lease term (in years)

 

6.1

5.7

Weighted-average discount rate

 

5.2

%

4.9

%

During 2024, the Company entered into new or amended leases that resulted in the recognition of right-of-use assets and lease obligations of $182.1 million on the consolidated balance sheets.  As of February 1, 2025, the Company has entered into lease commitments for six retail locations for which the leases have not yet commenced.  The Company anticipates that the leases for four of the new retail locations will begin in the next fiscal year and two will begin in fiscal year 2026.  Upon commencement, right-of-use assets and lease liabilities of approximately $4.1 million and $3.2 million will be recorded on the consolidated balance sheets in 2025 and 2026, respectively.

The components of lease expense for 2024, 2023 and 2022 were as follows:

($ thousands)

    

2024

 

2023

2022

Operating lease expense

$

160,832

$

156,849

$

148,299

Variable lease expense

 

46,672

 

42,983

 

40,233

Short-term lease expense

 

1,149

 

2,757

 

4,059

Sublease income

 

 

 

(59)

Total lease expense

$

208,653

$

202,589

$

192,532

The aggregate future annual lease payments at February 1, 2025 were as follows:

($ thousands)

    

  

2025

$

188,415

2026

 

141,915

2027

 

109,694

2028

 

76,703

2029

 

52,979

Thereafter

 

130,861

Total minimum operating lease payments

$

700,567

Less imputed interest

 

(93,522)

Present value of lease obligations

$

607,045

Supplemental cash flow information related to leases is as follows:

($ thousands)

    

2024

 

2023

 

2022

Cash paid for lease obligations

$

158,156

$

181,420

$

167,163

Cash received from sublease income

 

 

 

59

v3.25.1
FAIR VALUE MEASUREMENTS
12 Months Ended
Feb. 01, 2025
FAIR VALUE MEASUREMENTS  
FAIR VALUE MEASUREMENTS

13.   FAIR VALUE MEASUREMENTS

Fair Value Hierarchy

Fair value measurement disclosure requirements specify a hierarchy of valuation techniques based upon whether the inputs to those valuation techniques reflect assumptions other market participants would use based upon market data obtained from independent sources (“observable inputs”) or reflect the Company’s own assumptions of market participant valuation

(“unobservable inputs”). In accordance with the fair value guidance, the inputs to valuation techniques used to measure fair value are categorized into three levels based on the reliability of the inputs as follows:

Level 1 – Quoted prices in active markets that are unadjusted and accessible at the measurement date for identical, unrestricted assets or liabilities;
Level 2 – Quoted prices for identical assets and liabilities in markets that are not active, quoted prices for similar assets and liabilities in active markets or financial instruments for which significant inputs are observable, either directly or indirectly; and
Level 3 – Prices or valuations that require inputs that are both significant to the fair value measurement and unobservable.

In determining fair value, the Company uses valuation techniques that maximize the use of observable inputs and minimize the use of unobservable inputs to the extent possible. The Company also considers counterparty credit risk in its assessment of fair value. Classification of the financial or non-financial asset or liability within the hierarchy is determined based on the lowest level input that is significant to the fair value measurement.

Measurement of Fair Value

The Company measures fair value as an exit price, the price to sell an asset or transfer a liability in an orderly transaction between market participants at the measurement date, using the procedures described below for all financial and non-financial assets and liabilities measured at fair value.

Non-Qualified Deferred Compensation Plan Assets and Liabilities

As discussed in Note 5 to the consolidated financial statements, the Company maintains the Deferred Compensation Plan for the benefit of certain management employees. The investment funds offered to the participants generally correspond to the funds offered in the Company’s 401(k) plan, and the account balance fluctuates with the investment returns on those funds. The fair value is based on unadjusted quoted market prices for the funds in active markets with sufficient volume and frequency (Level 1).

Non-Qualified Restoration Plan Assets and Liabilities

As discussed in Note 5 to the consolidated financial statements, in 2023, the Company adopted the Restoration Plan for the benefit of certain members of executive management.  The Restoration Plan provides an incremental retirement benefit to key executives whose contributions to qualified retirement plans are limited by Internal Revenue Service annual compensation maximums.  The investment funds offered to the participants generally correspond to the funds offered in the Company’s 401(k) plan.  The fair value is based on unadjusted quote market prices for the funds in active markets with sufficient volume and frequency (Level 1).  

Deferred Compensation Plan for Non-Employee Directors

As discussed in Note 5 to the consolidated financial statements, non-employee directors are eligible to participate in a deferred compensation plan with deferred amounts valued as if invested in the Company’s common stock through the use of PSUs. Under the plan, each participating director’s account is credited with the number of PSUs equal to the number of shares of the Company’s common stock that the participant could purchase or receive with the amount of the deferred compensation, based upon the average of the high and low prices of the Company’s common stock on the last trading day of the fiscal quarter when the cash compensation was earned. Dividend equivalents are paid on PSUs at the same rate as dividends on the Company’s common stock and are re-invested in additional PSUs at the next fiscal quarter-end. The liabilities of the plan are based on the fair value of the outstanding PSUs and are presented in other accrued expenses (current portion) or other liabilities in the accompanying consolidated balance sheets. Gains and losses resulting from changes in the fair value of the PSUs are presented in selling and administrative expenses in the Company’s consolidated statements of earnings. The fair value of each PSU is based on an unadjusted quoted market price for the Company’s common stock in an active market with sufficient volume and frequency on each measurement date (Level 1).

Restricted Stock Units for Non-Employee Directors

Under the Company’s incentive compensation plans, cash-equivalent restricted stock units (“RSUs”) of the Company were previously granted at no cost to non-employee directors. These cash-equivalent RSUs are subject to a vesting requirement (usually one year), earn dividend-equivalent units and are settled in cash on the date the director terminates service or such earlier date as a director may elect, subject to restrictions, based on the then current fair value of the Company’s common stock. The fair value of each cash-equivalent RSU payable is based on an unadjusted quoted market price for the Company’s common stock in an active market with sufficient volume and frequency on each measurement date (Level 1).  Additional information related to RSUs for non-employee directors is disclosed in Note 15 to the consolidated financial statements.

The following table presents the Company’s assets and liabilities that are measured at fair value on a recurring basis at February 1, 2025 and February 3, 2024.  During 2024, 2023 or 2022, the Company did not have any transfers between into or out of Level 3.

    

Fair Value Measurements

($ thousands)

    

Total

    

Level 1

    

Level 2

    

Level 3

Asset (Liability)

  

  

  

  

February 1, 2025:

  

  

  

  

Non-qualified deferred compensation plan assets

$

10,939

 

10,939

$

$

Non-qualified deferred compensation plan liabilities

 

(10,939)

 

(10,939)

 

Non-qualified restoration plan assets

444

444

Non-qualified restoration plan liabilities

(444)

(444)

Deferred compensation plan liabilities for non-employee directors

 

(1,039)

 

(1,039)

 

Restricted stock units for non-employee directors

 

(1,130)

 

(1,130)

 

February 3, 2024:

  

  

  

  

Non-qualified deferred compensation plan assets

9,494

9,494

Non-qualified deferred compensation plan liabilities

 

(9,494)

 

(9,494)

 

Non-qualified restoration plan assets

271

271

Non-qualified restoration plan liabilities

(271)

(271)

Deferred compensation plan liabilities for non-employee directors

 

(1,921)

 

(1,921)

 

Restricted stock units for non-employee directors

 

(2,606)

 

(2,606)

 

Impairment Charges

The Company assesses the impairment of long-lived assets whenever events or changes in circumstances indicate that the carrying value may not be recoverable. Factors the Company considers important that could trigger an impairment review include underperformance relative to expected historical or projected future operating results, a significant change in the manner of the use of the asset or a negative industry or economic trend. When the Company determines that the carrying value of long-lived assets may not be recoverable based upon the existence of one or more of the aforementioned factors, impairment is measured based on a projected discounted cash flow method. Certain factors, such as estimated store sales and expenses, used for this nonrecurring fair value measurement are considered Level 3 inputs as defined by FASB ASC 820, Fair Value Measurement. Long-lived assets held and used with a carrying amount of $626.2 million, $579.1 million and $562.2 million in 2024, 2023 and 2022, respectively, were assessed for indicators of impairment. This assessment resulted in the impairment charges presented in the table below, primarily for operating lease right-of-use assets, leasehold improvements, and furniture and fixtures in the Company’s retail stores, as well as capitalized software.  

($ thousands)

    

2024

    

2023

    

2022

Long-Lived Asset Impairment Charges:

 

  

 

  

 

  

Famous Footwear

$

1,448

$

749

$

200

Brand Portfolio

 

416

 

 

1,603

Total long-lived asset impairment charges

$

1,864

$

749

$

1,803

The Company performed its annual impairment review of intangible assets, which involves estimating the fair value using significant unobservable inputs (Level 3). The intangible asset impairment reviews performed in 2024, 2023 and 2022 resulted in no impairment charges.  

During 2024 and 2022, the Company performed qualitative assessments of goodwill as of the first day of the fourth fiscal quarter and during 2023 Company performed a quantitative assessment of goodwill.  The reviews indicated no impairment. Refer to Note 1 and Note 10 to the consolidated financial statements for additional information related to the goodwill impairment tests.

Fair Value of the Company’s Other Financial Instruments

The fair values of cash and cash equivalents, receivables and trade accounts payable approximate their carrying values due to the short-term nature of these instruments.  

The fair values of the borrowings under revolving credit agreement of $219.5 million and $182.0 million as of February 1, 2025 and February 3, 2024, respectively, approximate the carrying values due to the short-term nature of the borrowings. (Level 1).  

v3.25.1
SHAREHOLDERS' EQUITY
12 Months Ended
Feb. 01, 2025
SHAREHOLDERS' EQUITY  
SHAREHOLDERS' EQUITY

14.   SHAREHOLDERS’ EQUITY

Company Stock

The Company’s common stock, which has a $0.01 par value per share, is listed for trading under the ticker symbol “CAL” on the New York Stock Exchange.  Holders of the common shares are entitled to one vote per share. The Company is also authorized to issue preferred shares with a $1.00 par value per share.

The following table provides additional information regarding the Company’s common and preferred stock:

(in thousands)

    

February 1, 2025

February 3, 2024

Common

Preferred

Common

Preferred

Authorized shares

100,000

1,000

100,000

1,000

Outstanding shares

33,632

35,490

Stock Repurchase Programs

On September 2, 2019 and March 10, 2022, the Board of Directors approved stock repurchase programs (“2019 Program" and "2022 Program", respectively) authorizing the repurchase of the Company’s outstanding common stock of up to 5.0 million shares in the 2019 Program and 7.0 million shares in the 2022 Program.  The Company can use the repurchase programs to repurchase shares on the open market or in private transactions from time to time, depending on market conditions.  The repurchase programs do not have an expiration date.  Repurchases of common stock are limited under the Company’s debt agreements.  During 2024, 2023 and 2022, the Company repurchased 1,938,324 shares, 763,000 shares and 2,622,845 shares, respectively, under the share repurchase programs.  In total, 5.0 million shares have been repurchased under the 2019 Program and there are no additional shares authorized to be repurchased.  There are 3,666,055 additional shares authorized to be repurchased under the 2022 Program as of February 1, 2025.      

Repurchases Related to Employee Share-based Awards

During 2024, 2023 and 2022, employees tendered 249,678, 449,285 and 246,688 shares, respectively, related to certain share-based awards.  These shares were tendered to satisfy tax withholding amounts for restricted stock, stock performance awards and non-qualified stock options.  Accordingly, these share repurchases are not considered a part of the Company’s publicly announced stock repurchase programs.

Accumulated Other Comprehensive Loss

The following table sets forth the changes in accumulated other comprehensive loss, net of tax, by component for 2024, 2023 and 2022:

    

    

Pension and

    

Accumulated

Foreign

Other

Other

Currency

Postretirement

Comprehensive

($ thousands)

Translation

Transactions (1)

(Loss) Income

Balance January 29, 2022

$

(788)

$

(7,818)

$

(8,606)

Other comprehensive loss before reclassifications

 

(425)

 

(19,776)

 

(20,201)

Reclassifications:

 

  

 

  

 

  

Amounts reclassified from accumulated other comprehensive loss

 

 

2,991

 

2,991

Tax benefit

 

 

(934)

 

(934)

Net reclassifications

 

 

2,057

 

2,057

Other comprehensive loss

 

(425)

 

(17,719)

 

(18,144)

Balance January 28, 2023

$

(1,213)

$

(25,537)

$

(26,750)

Other comprehensive income (loss) before reclassifications

 

115

 

(10,506)

 

(10,391)

Reclassifications:

 

  

 

  

 

  

Amounts reclassified from accumulated other comprehensive loss

 

 

3,552

 

3,552

Tax benefit

 

 

(915)

 

(915)

Net reclassifications

 

 

2,637

 

2,637

Other comprehensive income (loss)

 

115

 

(7,869)

 

(7,754)

Balance February 3, 2024

$

(1,098)

$

(33,406)

$

(34,504)

Other comprehensive loss before reclassifications

 

(4,691)

 

(1,284)

 

(5,975)

Reclassifications:

 

  

 

  

 

  

Amounts reclassified from accumulated other comprehensive loss

 

 

8,695

 

8,695

Tax benefit

 

 

(2,238)

 

(2,238)

Net reclassifications

 

 

6,457

 

6,457

Other comprehensive (loss) income

 

(4,691)

 

5,173

 

482

Balance February 1, 2025

$

(5,789)

$

(28,233)

$

(34,022)

(1)Amounts reclassified are included in other (expense) income, net.  Refer to Note 5 to the consolidated financial statements for additional information related to pension and other postretirement benefits.  
v3.25.1
SHARE-BASED COMPENSATION
12 Months Ended
Feb. 01, 2025
SHARE-BASED COMPENSATION  
SHARE-BASED COMPENSATION

15.   SHARE-BASED COMPENSATION

The Company has share-based incentive compensation plans under which certain officers, employees and members of the Board of Directors are participants and may be granted restricted stock, stock performance awards, restricted stock units and stock options.

ASC 718, Compensation – Stock Compensation, and ASC 505, Equity, require companies to recognize compensation expense in an amount equal to the fair value of all share-based payments granted to employees over the requisite service period for each award.  In certain limited circumstances, the Company’s incentive compensation plan provides for accelerated vesting of the awards, such as in the event of a change in control, qualified retirement, death or disability.  The Company has a policy of issuing treasury shares in satisfaction of share-based awards.

Share-based compensation expense of $15.1 million, $14.8 million and $17.3 million was recognized in 2024, 2023 and 2022, respectively, as a component of selling and administrative expenses.  The following table details the share-based compensation expense by plan for 2024, 2023 and 2022:

($ thousands)

    

2024

    

2023

    

2022

Expense for share-based compensation plans, net of forfeitures:

 

  

 

  

 

  

Restricted stock

$

12,746

$

12,579

$

10,974

Stock performance awards

 

1,410

 

1,183

 

5,190

Restricted stock units

 

989

 

1,042

 

1,147

Total share-based compensation expense

$

15,145

$

14,804

$

17,311

The Company issued 80,069, 537,267 and 703,452 shares of common stock in 2024, 2023 and 2022, respectively, for restricted stock grants, stock performance awards issued to employees and common and restricted stock issued to non-employee directors, net of forfeitures and shares withheld to satisfy the tax withholding requirement.

The Company recognized excess tax benefits of $2.6 million, $3.1 million and $0.6 million in 2024, 2023, and 2022, respectively, related to restricted stock vestings and dividends and performance share award vestings.  The excess tax benefit or provision for the respective periods were recorded in income tax provision on the Company’s consolidated statements of earnings.

Restricted Stock

Under the Company’s incentive compensation plans, restricted stock of the Company may be granted at no cost to certain officers, key employees and directors.  Plan participants are entitled to cash dividends and voting rights for their respective shares.  The restricted stock awards limit the sale or transfer of these shares during the requisite service period.  Expense for restricted stock grants is recognized on a straight-line basis separately for each vesting portion of the stock award based upon the fair value of the award on the date of grant.  The fair value of the restricted stock grants is the quoted market price for the Company’s common stock on the date of grant.

The following table summarizes restricted stock activity for 2024, 2023 and 2022:

    

Number of

    

Nonvested

Weighted-

Restricted

Average Grant

Shares

Date Fair Value

Nonvested at January 29, 2022

 

1,390,397

 

14.24

Granted

 

848,678

 

21.76

Vested

 

(525,399)

 

12.87

Forfeited

 

(109,716)

 

15.67

Nonvested at January 28, 2023

 

1,603,960

 

18.57

Granted

 

603,121

 

23.13

Vested

 

(513,238)

 

13.73

Forfeited

 

(181,422)

 

19.15

Nonvested at February 3, 2024

 

1,512,421

 

21.96

Granted

 

346,686

 

39.77

Vested

 

(620,800)

 

21.08

Forfeited

 

(96,988)

 

26.08

Nonvested at February 1, 2025

 

1,141,319

$

27.60

Of the 346,686 restricted shares granted during 2024, 13,692 shares have a cliff-vesting term of one year and 332,994 shares have a graded-vesting term of three years, with 50% vesting after two years and 50% after three years.  Of the 603,121 restricted shares granted during 2023, 23,268 shares have a cliff-vesting term of one year, 7,000 shares have a graded vesting term of three years, with 50% vesting after eighteen months and 50% after three years, 5,800 shares have a graded-vesting term of two years and 567,053 shares have a graded-vesting term of three years, with 50% vesting after two years and 50% after three years.  Of the 848,678 restricted shares granted during 2022, 10,470 shares have a cliff-

vesting term of one year, 63,614 shares have a cliff-vesting term of two years and 774,594 shares have a graded-vesting term of three years, with 50% vesting after two years and 50% after three years.

The total grant date fair value of restricted stock awards vested during the years ended February 1, 2025, February 3, 2024 and January 28, 2023 was $13.0 million, $7.0 million and $6.8 million, respectively.  The total fair value of restricted stock awards that vested during the years ended February 1, 2025, February 3, 2024 and January 28, 2023 was $23.1 million, $12.2 million and $11.5 million, respectively.  As of February 1, 2025, the total remaining unrecognized compensation cost related to nonvested restricted stock grants was $11.5 million, which will be amortized over the weighted-average remaining requisite service period of approximately 1.5 years.

Performance Share Awards

Under the Company’s incentive compensation plans, common stock or cash may be awarded at the end of the performance period at no cost to certain officers and key employees if certain financial goals are met.  Under the plan, employees are granted performance share awards at a target number of shares or units, which generally vest over a three-year service period.  At the end of the vesting period, the employee will have earned an amount of shares between 0% and 200% of the targeted award, depending on the attainment of certain financial goals for the service period and individual achievement of strategic initiatives over the cumulative period of the award.  If the awards are granted in units, the employee will be given an amount of cash ranging from 0% to 200% of the equivalent market value of the targeted award.  Expense for performance share awards is recognized based upon the fair value of the awards on the date of grant and the number of shares or cash that are probable to be awarded on a straight-line basis for each performance period of the share award.

During 2024, the Company granted performance share awards for a targeted 165,854 shares, with a weighted-average grant date fair value of $41.05 in connection with the 2024 performance award (2024 – 2026 performance period).  During 2023, the Company granted performance share awards for a targeted 276,434 shares, with a weighted-average grant date fair value of $23.12 in connection with the 2023 performance award (2023 – 2025 performance period).  The 2024 and 2023 performance awards are payable in common stock for up to 100% of the targeted award and the remainder in cash if any portion exceeds the targeted award.  Compensation expense is recognized based on the fair value of the award and the number of shares or units that are probable to be awarded for each tranche in accordance with the vesting schedule of the units over the three-year service period.

In connection with a senior management transition during 2022, the Company approved the accelerated vesting of 30,000 performance-based share awards, representing the maximum payout of two of the four award tranches from the 2020 performance award.  The performance conditions had been satisfied for the two award tranches based on the achievement of financial goals for the 2020 and 2021 fiscal periods.  The modification to accelerate vesting eliminated the remaining service requirement.  These awards had a weighted-average grant date fair value of $13.05 per share, but were revalued using a fair value on the date of modification of $24.31 per share.  The modification of these awards resulted in incremental compensation expense of $0.4 million, which is presented in restructuring and other special charges on the consolidated statements of earnings for 2022.

The following table summarizes performance share award activity for 2024, 2023 and 2022:

    

Number of Nonvested

    

Number of Nonvested

    

Performance Share

Performance Share

Awards at Target

Awards at Maximum

Weighted-Average

Level

Level

Grant Date Fair Value

Nonvested at January 29, 2022

 

390,750

 

781,500

 

16.12

Granted

 

77,750

 

155,500

 

21.00

Vested

 

(172,500)

 

(345,000)

 

23.50

Forfeited

 

(15,000)

 

(30,000)

 

14.24

Nonvested at January 28, 2023

 

281,000

 

562,000

 

13.64

Granted

 

276,434

 

276,434

 

23.12

Vested

 

(273,918)

 

(547,836)

 

13.64

Forfeited

 

(14,868)

 

(21,950)

 

18.65

Nonvested at February 3, 2024

 

268,648

 

268,648

 

23.12

Granted

 

165,854

 

165,854

 

41.05

Vested

 

 

 

Forfeited

 

(21,886)

 

(21,886)

 

23.12

Nonvested at February 1, 2025

 

412,616

 

412,616

$

30.33

The total fair value of performance share awards that vested during the years ended February 1, 2025, February 3, 2024 and January 28, 2023 was zero, $13.8 million and $2.1 million, respectively.  As of February 1, 2025, the remaining unrecognized compensation cost related to nonvested performance share awards for the 2024 performance award was $2.1 million, which will be recognized over the remaining service period of 1.6 years.

During 2022, the Company granted long-term incentive awards payable in cash for the 2022-2024 performance period, with a target value of $8.3 million and a maximum value of $16.6 million.  During 2021, the Company granted long-term incentive awards payable in cash for the 2021-2023 performance period, with a target value of $7.3 million and a maximum value of $14.6 million.  These awards, which vested after a three-year period, were dependent upon the attainment of certain financial goals of the Company for each of the three years and individual achievement of strategic initiatives over the cumulative period of the award.  The estimated value of these awards, which is reflected within other accrued expenses on the consolidated balance sheets, was being accrued over the three-year performance period.  

Restricted Stock Units for Non-Employee Directors

Equity-based grants may be made to non-employee directors in the form of restricted stock units (“RSUs”) payable in cash or common stock at no cost to the non-employee director.  The RSUs are subject to a vesting requirement (usually one year), earn dividend equivalent units and are payable in cash or common stock on the date the director terminates service or such earlier date as a director may elect, subject to restrictions, based on the then current fair value of the Company’s common stock.  Dividend equivalents are paid on outstanding RSUs at the same rate as dividends on the Company’s common stock, are automatically re-invested in additional RSUs and vest immediately as of the payment date for the dividend.  Expense related to the initial grant of RSUs is recognized ratably over the vesting period based upon the fair value of the RSUs.  The RSUs payable in cash are remeasured at the end of each period.  Expense for the dividend equivalents is recognized at fair value immediately.  Gains and losses resulting from changes in the fair value of the RSUs payable in cash subsequent to the vesting period and through the settlement date are recognized in the Company’s consolidated statements of earnings.  Refer to Note 5 and Note 13 to the consolidated financial statements for information regarding the deferred compensation plan for non-employee directors.

The following table summarizes restricted stock unit activity for the year ended February 1, 2025:

    

    

    

Nonvested 

Outstanding

Accrued (3)

RSUs

    

    

    

    

    

Weighted-

Number of

Number of

Total

Total

Average

Vested

Nonvested

Number of

Number of

Grant Date

RSUs

RSUs

RSUs (2)

 RSUs

Fair Value

February 3, 2024

 

480,270

 

52,335

 

532,605

 

515,159

$

16.85

Granted (1)

 

3,972

 

27,690

 

31,662

 

22,534

 

35.01

Vested

 

46,842

 

(46,842)

 

 

15,512

 

19.41

Settled

 

(78,791)

 

 

(78,791)

 

(78,791)

 

41.27

February 1, 2025

 

452,293

 

33,183

 

485,476

 

474,414

$

28.38

(1)Granted RSUs include 4,278 RSUs resulting from dividend equivalents paid on outstanding RSUs, of which 3,972 related to outstanding vested RSUs and 306 to outstanding nonvested RSUs.
(2)Total number of RSUs as of February 1, 2025 includes 348,761 RSUs payable in shares and 136,715 RSUs payable in cash.
(3)Accrued RSUs include all fully vested awards and a pro-rata portion of nonvested awards based on the elapsed portion of the vesting period.

The following table summarizes RSUs granted, vested and settled during 2024, 2023 and 2022:

($ thousands, except per unit amounts)

    

2024

    

2023

    

2022

Weighted-average grant date fair value of RSUs granted (1)

$

34.40

$

19.92

$

27.09

Fair value of RSUs vested

$

859

$

1,186

$

998

RSUs settled

 

78,791

 

17,017

 

114,242

(1)Includes dividend equivalents granted on outstanding RSUs, which vest immediately.

The following table details the RSU compensation (income) expense and the related income tax provision (benefit) for 2024, 2023 and 2022:

($ thousands)

    

2024

    

2023

    

2022

Compensation (income) expense

$

(609)

$

579

$

335

Income tax provision (benefit)

 

157

 

(149)

 

(86)

Compensation (income) expense, net of tax

$

(452)

$

430

$

249

The aggregate fair value of RSUs outstanding and currently vested at February 1, 2025 is $8.9 million and $8.3 million, respectively.  The liabilities associated with the accrued RSUs totaled $1.1 million and $2.6 million as of February 1, 2025 and February 3, 2024, respectively.

v3.25.1
COMMITMENTS AND CONTINGENCIES
12 Months Ended
Feb. 01, 2025
COMMITMENTS AND CONTINGENCIES  
COMMITMENTS AND CONTINGENCIES

16.   COMMITMENTS AND CONTINGENCIES

Environmental Remediation

Prior operations included numerous manufacturing and other facilities for which the Company may have responsibility under various environmental laws for the remediation of conditions that may be identified in the future. The Company is involved in environmental remediation and ongoing compliance activities at several sites and has been notified that it is or may be a potentially responsible party at several other sites.

Redfield

The Company is remediating, under the oversight of Colorado authorities, the groundwater and indoor air at its owned facility in Colorado (the “Redfield site” or, when referring to remediation activities at or under the facility, the “on-site

remediation”) and residential neighborhoods adjacent to and near the property (the “off-site remediation”) that have been affected by solvents previously used at the facility. The on-site remediation calls for the operation of a pump and treat system (which prevents migration of contaminated groundwater off the property) as the final remedy for the site, subject to monitoring and periodic review of the on-site conditions and other remedial technologies that may be developed in the future. In 2016, the Company submitted a revised plan to address on-site conditions, including direct treatment of source areas, and received approval from the oversight authorities to begin implementing the revised plan.  The Company received permission from the oversight authorities to convert the pump and treat system to a passive treatment barrier system and completed the conversion during 2023.  

Off-site groundwater concentrations have been reducing over time since installation of the pump and treat system in 2000 and injection of clean water beginning in 2003.  However, localized areas of contaminated bedrock just beyond the property line continue to impact off-site groundwater.  The modified workplan for addressing this condition includes converting the off-site bioremediation system into a monitoring well network and employing different remediation methods in these recalcitrant areas.  In accordance with the workplan, a pilot test was conducted of certain groundwater remediation methods and the results of that test were used to develop more detailed plans for remedial activities in the off-site areas, which were approved by the authorities and are being implemented in a phased manner. The results of groundwater monitoring are being used to evaluate the effectiveness of these activities.  The Company continues to implement the expanded remedy workplan that was approved by the oversight authorities in 2015 and to work with the oversight authorities on the off-site work plan.

The cumulative expenditures for both on-site and off-site remediation through February 1, 2025 were $34.7 million.  The Company has recovered a portion of these expenditures from insurers and other third parties.  The reserve for the anticipated future remediation activities at February 1, 2025 is $9.3 million, of which $8.4 million is recorded within other liabilities and $0.9 million is recorded within other accrued expenses.  Of the total $9.3 million reserve, $4.9 million is for off-site remediation and $4.4 million is for on-site remediation.  The liability for the on-site remediation was discounted at 4.8%.  On an undiscounted basis, the on-site remediation liability would be $12.2 million as of February 1, 2025.  The Company expects to spend approximately $0.2 million in the next year, $0.1 million in each of the following four years and $11.6 million in the aggregate thereafter related to the on-site remediation.

Other

Various federal and state authorities have identified the Company as a potentially responsible party for remediation at certain other sites. However, the Company does not currently believe that its liability for such sites, if any, would be material.

The Company continues to evaluate its estimated costs in conjunction with its environmental consultants and records its best estimate of such liabilities. However, future actions and the associated costs are subject to oversight and approval of various governmental authorities. Accordingly, the ultimate costs may vary, and it is possible costs may exceed the recorded amounts.

Litigation

The Company is involved in legal proceedings and litigation arising in the ordinary course of business. In the opinion of management, the outcome of such ordinary course of business proceedings and litigation currently pending is not expected to have a material adverse effect on the Company’s results of operations or financial position. Legal costs associated with litigation are generally expensed as incurred.

v3.25.1
SCHEDULE II - VALUATION AND QUALIFYING ACCOUNTS
12 Months Ended
Feb. 01, 2025
SCHEDULE II - VALUATION AND QUALIFYING ACCOUNTS  
SCHEDULE II - VALUATION AND QUALIFYING ACCOUNTS

SCHEDULE II — VALUATION AND QUALIFYING ACCOUNTS

Col. A

Col. B

Col. C

Col. D

Col. E

Additions

Balance at

Charged to

Charged to Other

Balance at

Beginning

Costs and

Accounts -

Deductions -

End of

Description

    

of Period

    

Expenses

    

Describe

    

Describe

    

Period

($ thousands)

    

  

    

  

    

  

  

  

  

  

YEAR ENDED FEBRUARY 1, 2025

 

  

  

  

  

  

Deducted from assets or accounts:

 

  

 

  

 

  

  

  

  

  

Allowance for expected credit losses

$

8,820

$

(815)

$

$

(318)

(A)

$

8,323

Customer allowances

 

17,372

 

24,967

 

  

 

26,505

(B)

 

15,834

Customer discounts

 

4,125

 

11,461

 

  

 

13,753

(B)

 

1,833

Inventory markdowns and other

 

20,935

 

36,791

 

  

 

40,032

(C)

 

17,694

Deferred tax asset valuation allowance

 

7,153

 

(3,747)

 

  

 

 

3,406

YEAR ENDED FEBRUARY 3, 2024

 

  

 

  

  

 

  

  

 

  

Deducted from assets or accounts:

 

  

 

  

 

  

  

 

  

  

 

  

Allowance for expected credit losses

$

8,903

$

1,018

$

$

1,101

(A)

$

8,820

Customer allowances

 

18,624

 

28,535

 

  

 

29,787

(B)

 

17,372

Customer discounts

 

3,293

 

9,904

 

  

 

9,072

(B)

 

4,125

Inventory markdowns and other

 

43,911

 

36,485

 

  

 

59,461

(C)

 

20,935

Deferred tax asset valuation allowance

 

39,540

 

(32,387)

 

  

 

 

7,153

YEAR ENDED JANUARY 29, 2023

 

  

 

  

  

 

  

  

 

  

Deducted from assets or accounts:

 

  

 

  

 

  

  

 

  

  

 

  

Allowance for expected credit losses

$

9,601

$

(262)

$

$

436

(A)

$

8,903

Customer allowances

 

17,857

 

27,559

 

  

 

26,792

(B)

 

18,624

Customer discounts

 

2,472

 

11,357

 

  

 

10,536

(B)

 

3,293

Inventory markdowns and other

 

30,455

 

53,787

 

  

 

40,331

(C)

 

43,911

Deferred tax asset valuation allowance

 

58,959

 

(19,419)

 

  

 

 

39,540

(A)Accounts written off, net of recoveries.
(B)Discounts and allowances granted to wholesale customers of the Brand Portfolio segment.
(C)Adjustment upon sale of related inventories.
v3.25.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Pay vs Performance Disclosure      
Net Income (Loss) $ 107,255 $ 171,391 $ 181,742
v3.25.1
Insider Trading Arrangements
3 Months Ended
Feb. 01, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Feb. 01, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

Risk Management and Strategy

We are committed to protecting our customer and employee data.  We employ a defense-in-depth cybersecurity strategy leveraging industry frameworks that feature a prioritized set of robust controls that encompass people, processes and technologies.  Our Chief Information Officer (“CIO”) is responsible for the execution of our cybersecurity strategy.  Our CIO has over 25 years of retail industry experience developing and implementing information technology strategies and leading cybersecurity programs.  The CIO is supported by a team of highly qualified professionals, many of which hold cybersecurity certifications.

The Company’s cybersecurity policies, standards and processes are integrated into the Company’s overall risk management program, and cybersecurity risks are regularly evaluated in the context of material risks to the Company.  We regularly engage with outside experts to assess the maturity of our organizational security program and to inform our short- and long-term cybersecurity strategy.

We maintain a comprehensive cybersecurity program designed to protect the confidentiality, integrity, and availability of our data, systems, and networks. Our security framework is based on a defense-in-depth strategy, employing multiple layers of security controls to mitigate risks associated with cyber threats. Key components of the Information Security Program include:

Network and Endpoint Security: Firewalls, intrusion prevention systems, endpoint detection and response solutions, and monitoring and alerting.
Access Controls and Authentication: Multi-factor authentication, least-privilege access principles, role-based access controls and privileged identity management.
Data Protection: Encryption of sensitive data in transit and at rest, data loss prevention tools, data classification and labeling, and secure backup solutions.
Incident Response: An incident response plan aligned with industry-best practices and a framework for evaluating the materiality of the incident for disclosure and reporting purposes.
Compliance and Governance: Adherence to regulatory requirements, third-party risk management and routine security audits.
Security Awareness and Training: Regular employee training, phishing simulations and a Cybersecurity Ambassador program.

We leverage our information sharing relationship with the Federal Bureau of Investigation, Cybersecurity and Infrastructure Agency and local law enforcement, as well as additional threat intelligence information, to continuously assess and enhance our cybersecurity posture to address emerging threats and minimize potential impacts on our operations, customers and stakeholders. 

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

The Company’s cybersecurity policies, standards and processes are integrated into the Company’s overall risk management program, and cybersecurity risks are regularly evaluated in the context of material risks to the Company.  We regularly engage with outside experts to assess the maturity of our organizational security program and to inform our short- and long-term cybersecurity strategy.

We maintain a comprehensive cybersecurity program designed to protect the confidentiality, integrity, and availability of our data, systems, and networks. Our security framework is based on a defense-in-depth strategy, employing multiple layers of security controls to mitigate risks associated with cyber threats. Key components of the Information Security Program include:

Network and Endpoint Security: Firewalls, intrusion prevention systems, endpoint detection and response solutions, and monitoring and alerting.
Access Controls and Authentication: Multi-factor authentication, least-privilege access principles, role-based access controls and privileged identity management.
Data Protection: Encryption of sensitive data in transit and at rest, data loss prevention tools, data classification and labeling, and secure backup solutions.
Incident Response: An incident response plan aligned with industry-best practices and a framework for evaluating the materiality of the incident for disclosure and reporting purposes.
Compliance and Governance: Adherence to regulatory requirements, third-party risk management and routine security audits.
Security Awareness and Training: Regular employee training, phishing simulations and a Cybersecurity Ambassador program.

We leverage our information sharing relationship with the Federal Bureau of Investigation, Cybersecurity and Infrastructure Agency and local law enforcement, as well as additional threat intelligence information, to continuously assess and enhance our cybersecurity posture to address emerging threats and minimize potential impacts on our operations, customers and stakeholders. 

Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

The Audit Committee of our Board of Directors is responsible for oversight of our cybersecurity program.  In addition, the Technology and Digital Commerce Committee, which was established in 2022, assists the Board of Directors with its oversight responsibilities regarding the role of technology, data, digital commerce and the Company’s ability to understand and connect with its consumers in executing the Company’s strategies, business plans and operational requirements.  

On a quarterly basis, our CIO updates the Audit Committee on the Company’s cybersecurity program, including, among other items, actual events or incidents, results of vulnerability assessments and penetration testing.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] The Audit Committee
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block]

The Audit Committee of our Board of Directors is responsible for oversight of our cybersecurity program.  In addition, the Technology and Digital Commerce Committee, which was established in 2022, assists the Board of Directors with its oversight responsibilities regarding the role of technology, data, digital commerce and the Company’s ability to understand and connect with its consumers in executing the Company’s strategies, business plans and operational requirements.  

On a quarterly basis, our CIO updates the Audit Committee on the Company’s cybersecurity program, including, among other items, actual events or incidents, results of vulnerability assessments and penetration testing.

Cybersecurity Risk Role of Management [Text Block] The Audit Committee of our Board of Directors is responsible for oversight of our cybersecurity program.  In addition, the Technology and Digital Commerce Committee, which was established in 2022, assists the Board of Directors with its oversight responsibilities regarding the role of technology, data, digital commerce and the Company’s ability to understand and connect with its consumers in executing the Company’s strategies, business plans and operational requirements.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Chief Information Officer
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our CIO has over 25 years of retail industry experience developing and implementing information technology strategies and leading cybersecurity programs.  The CIO is supported by a team of highly qualified professionals, many of which hold cybersecurity certifications.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]

On a quarterly basis, our CIO updates the Audit Committee on the Company’s cybersecurity program, including, among other items, actual events or incidents, results of vulnerability assessments and penetration testing.

Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.1
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Policies)
12 Months Ended
Feb. 01, 2025
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES  
Organization

Organization

Caleres, Inc., originally founded as Brown Shoe Company in 1878 and incorporated in 1913, is a global footwear company. The Company’s shares are traded under the “CAL” symbol on the New York Stock Exchange.

The Company provides a broad offering of branded, licensed and private-label athletic, casual and dress footwear products to women, men and children. The footwear is sold at a variety of price points through multiple distribution channels both domestically and internationally. As of February 1, 2025, the Company operated 960 retail shoe stores in the United States, Canada, East Asia and Guam under the Famous Footwear, Sam Edelman, Naturalizer and Allen Edmonds names.  In addition, through its Brand Portfolio segment, the Company designs, sources, manufactures and markets footwear to retail stores domestically and internationally, including online retailers, national chains, department stores, independent retailers and mass merchandisers.  Refer to Note 2 to the consolidated financial statements for additional information regarding the Company’s revenue by category and Note 7 for discussion of the Company’s business segments.

The Company’s business is seasonal in nature due to consumer spending patterns with higher back-to-school and holiday season sales. Although the third fiscal quarter has historically accounted for a substantial portion of the Company’s earnings for the year, the Company has experienced more equal distribution among the quarters in recent years.

Consolidation

Consolidation

The consolidated financial statements include the accounts of the Company and its wholly-owned and majority-owned subsidiaries, after the elimination of intercompany accounts and transactions.

Accounting Period

Accounting Period

The Company’s fiscal year is the 52- or 53-week period ending the Saturday nearest to January 31. Fiscal years 2024 and 2022, both of which included 52 weeks, ended on February 1, 2025 and January 28, 2023, respectively. Fiscal year 2023 included a 53-week period ending February 3, 2024.  

Use of Estimates

Use of Estimates

The preparation of financial statements in conformity with generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the amounts reported in the consolidated financial statements and accompanying notes.  Actual results could differ from those estimates.

Cash and Cash Equivalents

Cash and Cash Equivalents

The Company considers all highly liquid investments with maturities of three months or less when purchased to be cash equivalents.  Cash equivalents also include amounts due from third-party financial institutions for credit and debit card transactions.  These receivables typically settle in five days or less.  Amounts due from the financial institutions for these transactions totaled $8.4 million and $9.3 million as of February 1, 2025 and February 3, 2024, respectively.  The Company had an immaterial amount of restricted cash as of February 1, 2025 and February 3, 2024.

Receivables

Receivables

In accordance with Accounting Standards Codification (“ASC”) Topic 326, Financial Instruments - Credit Losses, the Company estimates and records an expected lifetime credit loss on accounts receivable by utilizing credit ratings and other customer-related information, as well as historical loss experience.  The allowance for expected credit losses is adjusted for current conditions and reasonable and supportable forecasts.  The Company recorded adjustments to the provision for expected credit losses of $0.8 million and $0.3 million in 2024 in 2022, respectively, and recorded a provision for expected credit losses of $1.0 million in 2023.  

Customer allowances represent reserves against the Company’s wholesale customers’ accounts receivable for margin assistance, product returns, customer deductions and co-op advertising allowances.  The Company estimates the reserves needed for margin assistance by reviewing inventory levels on the retail floors, sell-through rates, historical dilution, current gross margin levels and other performance indicators of the Company’s major retail customers.  Product returns and customer deductions are estimated using historical experience and anticipated future trends.  Co-op advertising allowances are estimated based on customer agreements.  The Company recognized provisions for customer allowances of $25.0 million, $28.5 million and $27.6 million in 2024, 2023 and 2022, respectively.

Customer discounts represent reserves against the Company’s accounts receivable for discounts that wholesale customers may take based on meeting certain order, payment or return guidelines.  The Company estimates the reserves needed for customer discounts based upon customer net sales and terms of the respective agreements.  The Company recognized  provisions for customer discounts of $11.5 million, $9.9 million and $11.4 million in 2024, 2023 and 2022, respectively.

Inventories

Inventories

The Company values inventories at the lower of cost or market for approximately 84% of consolidated inventories, which represents divisions using the last-in, first-out (“LIFO”) method.  For the remaining portion, the Company’s inventories are valued at the lower of cost or net realizable value.  For inventory valued at LIFO, the Company regularly reviews the inventory for excess, obsolete or impaired inventory, and writes it down to the lower of cost or market.  An actual valuation of inventory under the LIFO method can be made only at the end of each year based on the inventory levels and costs at that time.  If the first-in, first-out (“FIFO”) method had been used, consolidated inventories would have been $10.9 million and $10.3 million higher at February 1, 2025 and February 3, 2024, respectively.  In 2024 and 2023, the Company recorded LIFO provisions of $0.6 million and $4.0 million, respectively, on certain inventories as a result of product cost inflation.  Refer to Note 8 to the consolidated financial statements for additional information related to inventories.

The Company applies judgment in determining the market value of inventory, which requires an estimate of net realizable value, including current and expected selling prices, costs to sell and normal gross profit rates.  The method used to determine market value varies by business division, based on the unique operating models.  At the Famous Footwear segment and certain operations within the Brand Portfolio segment, market value is determined based on net realizable value less an estimate of expected costs to be incurred to sell the product.  Accordingly, the Company records markdowns when it becomes evident that inventory items will be sold at prices below cost.  As a result, gross profit rates at the Famous Footwear segment and, to a lesser extent, the Brand Portfolio segment are lower than the initial markup during periods when permanent price reductions are taken to clear product.  For the majority of the Brand Portfolio segment, the Company determines market value based upon the net realizable value of inventory less a normal gross profit rate.  The Company believes these policies reflect the difference in operating models between the Famous Footwear and Brand Portfolio segments.  Famous Footwear periodically runs promotional events to drive sales to clear seasonal inventories.  The Brand Portfolio segment generally relies on permanent price reductions to clear slower-moving inventory.

The determination of markdown reserves for the Brand Portfolio segment requires significant assumptions, estimates and judgments by management, and is subject to inherent uncertainties and subjectivity.  In determining markdown reserves, management considers recent and forecasted sales prices, historical gross profit rates, the length of time the product is held in inventory and quantities of various product styles contained in inventory, as well as demand, among other factors.  The ultimate amount realized from the sale of certain products could differ from management estimates.  Markdown reserves were $17.7 million and $20.9 million as of February 1, 2025 and February 3, 2024, respectively.  

The costs of inventory, inbound freight and duties, markdowns, shrinkage and royalty expense are classified in cost of goods sold.  Costs of warehousing and distribution are classified in selling and administrative expenses and are expensed as incurred.  Such warehousing and distribution costs totaled $114.3 million, $117.0 million and $121.0 million in 2024, 2023 and 2022, respectively.  Costs of overseas sourcing offices and other inventory procurement costs are reflected in selling and administrative expenses and are expensed as incurred.  Such sourcing and procurement costs totaled $21.5 million, $22.0 million and $21.4 million in 2024, 2023 and 2022, respectively.

The Company performs physical inventory counts or cycle counts on all merchandise inventory on hand throughout the year and adjusts the recorded balance to reflect the results.  The Company records estimated shrinkage between physical inventory counts based on historical results.

Computer Software Costs

Computer Software Costs

The Company capitalizes certain costs in other assets, including internal payroll costs incurred in connection with the development or acquisition of software for internal use. Other assets on the consolidated balance sheets include $13.6 million and $16.3 million of computer software costs as of February 1, 2025 and February 3, 2024, respectively, which are net of accumulated amortization of $76.8 million and $88.1 million as of the end of the respective periods.  In addition, other assets on the consolidated balance sheets include $24.8 million and $16.4 million for cloud computing arrangements (software-as-a-service contracts) and related implementation costs as of February 1, 2025 and February 3, 2024, respectively, which are net of accumulated amortization of $9.4 million and $6.7 million as of the end of the respective periods.  These balances include capitalized costs associated with the Company’s implementation of its cloud-based ERP in 2024.

Property and Equipment

Property and Equipment

Property and equipment are stated at cost.  Depreciation of property and equipment is provided over the estimated useful lives of the assets or the remaining lease terms, where applicable, using the straight-line method.

Interest Expense

Interest Expense

Interest Expense

Interest expense generally includes interest for borrowings under the Company’s revolving credit agreement, fees paid for the unused portion of the line of credit, and amortization of the deferred debt issuance costs.  

Capitalized Interest

Interest costs for major asset additions are capitalized during the construction or development period and amortized over the lives of the related assets.  The Company capitalized interest of $0.4 and $0.3 million in 2024 and 2023, respectively, related to the implementation of its cloud-based ERP.

Goodwill and Intangible Assets

Goodwill and Intangible Assets

Goodwill and intangible assets deemed to have indefinite lives are not amortized but are subject to annual impairment tests.  In accordance with ASC 350, Intangibles-Goodwill and Other, the Company is permitted, but not required, to qualitatively assess indicators of a reporting unit’s fair value when it is unlikely that a reporting unit is impaired.  If a quantitative test is deemed necessary, a discounted cash flow analysis is prepared to estimate fair value.  A fair value-based test is applied at the reporting unit level, which is generally at or one level below the operating segment level.  The test compares the fair value of the Company’s reporting units to the carrying value of those reporting units.  This test requires significant assumptions, estimates and judgments by management, and is subject to inherent uncertainties and subjectivity.  

The Company performs its goodwill impairment assessment and impairment tests on its indefinite-lived intangible assets as of the first day of the fourth quarter of each fiscal year unless events indicate an interim test is required.  Definite-lived intangible assets are amortized over their useful lives and are reviewed for impairment if and when impairment indicators are present.  Refer to Note 10 to the consolidated financial statements for further discussion of goodwill and intangible assets.

Self-Insurance Reserves

Self-Insurance Reserves

The Company is self-insured and/or retains high deductibles for a significant portion of its workers’ compensation, health, disability, cyber risk, general liability, automobile and property programs, among others.  Liabilities associated with the risks that are retained by the Company are estimated by considering historical claims experience, trends of the Company and the industry and other actuarial assumptions.  The estimated accruals for these liabilities could be affected if development of costs on claims differ from these assumptions and historical trends.  Based on available information as of February 1, 2025, the Company believes it has provided adequate reserves for its self-insurance exposure.  As of February 1, 2025 and February 3, 2024, self-insurance reserves were $9.4 million and $10.4 million, respectively.

Supplier Finance Program

Supplier Finance Program

The Company facilitates a voluntary supplier finance program (“the Program”) that provides certain of the Company’s suppliers the opportunity to sell receivables related to products that the Company has purchased to participating financial institutions at a rate that leverages the Company’s credit rating, which may be more beneficial to the suppliers than the rate they can obtain based upon their own credit rating. The Company negotiates payment and other terms directly with the suppliers, regardless of whether the supplier participates in the Program, and the Company’s responsibility is limited to making payment based on the terms originally negotiated with the supplier.  The suppliers that participate in the Program have discretion to determine which invoices, if any, are sold to the participating financing institutions.  The liabilities for the suppliers that participate in the Program are presented within accounts payable in the Company’s consolidated balance sheets, with changes reflected within cash flows from operating activities when settled.  As of February 1, 2025 and February 3, 2024, the Company had $22.0 million and $13.0 million, respectively, of accounts payable subject to the Program arrangements.

The following table is a rollforward of the obligations confirmed under the Program for 2024 and 2023:

($ thousands)

February 1, 2025

    

February 3, 2024

Confirmed obligations outstanding at the beginning of the year

$

12,955

$

26,030

Invoices confirmed during the year

 

119,160

 

132,265

Confirmed invoices paid during the year

 

110,145

 

145,340

Confirmed obligations outstanding at the end of the year

$

21,970

$

12,955

Revenue Recognition

Revenue Recognition

Retail sales, recognized at the point of sale, are recorded net of returns and exclude sales tax.   Wholesale sales are recorded, net of returns, allowances and discounts, when obligations under the terms of a contract with the consumer are satisfied. This generally occurs at the time of transfer of control of merchandise.  The Company considers several control indicators in its assessment of the timing of the transfer of control, including significant risks and rewards of ownership, physical possession and the Company’s right to receive payment.  Revenue is measured as the amount of consideration the Company expects to receive in exchange for transferring merchandise.  Reserves for projected merchandise returns, discounts and allowances are determined based on historical experience and current expectations.  Revenue is recognized on license fees related to Company-owned brand names, where the Company is the licensor, when the related sales of the licensee are made.  The Company applies the guidance using the portfolio approach in ASC 606, Revenue from Contracts with Customers, because this methodology would not differ materially from applying the guidance to the individual contracts within the portfolio.  The Company excludes sales and similar taxes collected from customers from the measurement of the transaction price for its retail sales.  Refer to Note 2 for further discussion of revenue.

Gift Cards

Gift Cards

The Company sells gift cards to its customers in its retail stores, through its e-commerce sites and at other retailers. The Company’s gift cards do not have expiration dates or inactivity fees.  The Company recognizes revenue from gift cards

when (i) the gift card is redeemed by the consumer or (ii) the likelihood of the gift card being redeemed by the consumer is remote (“gift card breakage”) and the Company determines that it does not have a legal obligation to remit the value of unredeemed gift cards to the relevant jurisdictions.  The gift card breakage rate is determined based upon historical redemption patterns.  Gift card breakage is recognized during the 24-month period following the sale of the gift card, according to the Company’s historical redemption pattern.  Gift card breakage income is included in net sales in the consolidated statements of earnings and the liability established upon the sale of a gift card is included in other accrued expenses within the consolidated balance sheets.  The Company recognized gift card breakage of $0.8 million in both 2024 and 2023, and $1.1 million in 2022.

Loyalty Program

Loyalty Program

The Company maintains a loyalty program at Famous Footwear, through which consumers earn points toward savings certificates for qualifying purchases.  Upon reaching specified point values, consumers are issued a savings certificate that may be redeemed for purchases at Famous Footwear.  Savings certificates earned must be redeemed within stated expiration dates.  In addition to the savings certificates, the Company also offers exclusive member discounts.  The value of points and rewards earned by Famous Footwear’s loyalty program members are recorded as a reduction of net sales and a liability is established within other accrued expenses at the time the points are earned based on historical conversion and redemption rates.  Approximately 75% and 77% of net sales in the Famous Footwear segment were made to its loyalty program members in  2024 and 2023, respectively.  In addition, loyalty programs have recently been launched for the Allen Edmonds and Naturalizer brands. As of February 1, 2025 and February 3, 2024, the Company had loyalty program liabilities totaling $7.8 million and $11.5 million, respectively, which are included in other accrued expenses on the consolidated balance sheets.  Of the $7.8 million loyalty program liability as of February 1, 2025, $6.6 million is reflected in the Famous Footwear segment and $1.2 million is reflected in the Brand Portfolio segment.  Of the $11.5 million loyalty program liability as of February 3, 2024, $10.0 million is reflected in the Famous Footwear segment and $1.5 million is reflected in the Brand Portfolio segment.

Store Impairment Charges

Store Impairment Charges

The Company regularly analyzes the results of all of its stores and assesses the viability of underperforming stores to determine whether events or circumstances exist that indicate the stores should be closed or whether the carrying amount of their long-lived assets may not be recoverable.  After allowing for an appropriate start-up period and consideration of any unusual nonrecurring events, property and equipment at stores and the lease right-of-use asset, indicated as impaired are written down to fair value as calculated using a discounted cash flow method.  The Company recorded asset impairment charges, primarily for operating lease right-of-use assets, leasehold improvements, and furniture and fixtures in the Company’s retail stores, of $1.9 million, $0.7 million and $1.8 million in 2024, 2023 and 2022, respectively.

Advertising and Marketing Expense

Advertising and Marketing Expense

Advertising and marketing costs are expensed as incurred, except for the costs of direct response advertising that relate primarily to the production and distribution of the Company’s catalogs and coupon mailers.  Direct response advertising costs are capitalized and amortized over the expected future revenue stream, which is generally one to three months from the date the materials are mailed.  External production costs of advertising are expensed when the advertising first appears in the media or in the store.

In addition, the Company participates in co-op advertising programs with certain of its wholesale customers.  For those co-op advertising programs where the Company has validated the fair value of the advertising received, co-op advertising costs are reflected as advertising expense within selling and administrative expenses.  Otherwise, co-op advertising costs are reflected as a reduction of net sales.

Total advertising and marketing expense was $149.7 million, $145.7 million and $138.0 million in 2024, 2023 and 2022, respectively.  These costs were offset by co-op advertising allowances recovered by the Company’s retail business of  $5.8 million, $6.2 million and $6.0 million in 2024, 2023 and 2022, respectively.  Total costs of co-op advertising provided to wholesale customers that are reflected as a reduction of net sales were $19.4 million in 2024, $17.0 million in 2023 and $18.5 million in 2022.  Total advertising costs attributable to future periods that are deferred and recognized as a component of prepaid expenses and other current assets were $3.1 million and $7.0 million at February 1, 2025 and February 3, 2024, respectively.

Income Taxes

Income Taxes

The Company recognizes deferred tax assets and liabilities for the expected future tax consequences of temporary differences between the consolidated financial statement carrying amounts and the tax bases of its assets and liabilities. The Company establishes valuation allowances if it believes that it is more-likely-than-not that some or all of its deferred tax assets will not be realized.  The Company does not recognize a tax benefit unless it concludes that it is more-likely-than-not that the benefit will be sustained on audit by the taxing authority based solely on the technical merits of the associated tax position.  If the recognition threshold is met, the Company recognizes a tax benefit measured at the largest amount of the tax benefit that, in its judgment, is greater than 50% likely to be realized.  The Company records interest and penalties related to unrecognized tax positions within the income tax provision benefit on the consolidated statements of earnings.  

Operating Leases

Operating Leases

The Company leases all of its retail locations, a manufacturing facility and certain office locations, distribution centers and equipment under operating leases.  Approximately 32% of the leases entered into by the Company include options that allow the Company to extend the lease term beyond the initial commitment period, subject to terms agreed to at lease inception. Some leases also include early termination options that can be exercised under specific conditions.  In accordance with ASC Topic 842, Leases (“ASC 842”), lease right-of-use assets and lease liabilities are recognized based on the present value of the future minimum lease payments over the lease term. The majority of the Company’s leases do not provide an implicit rate and therefore, the Company uses an incremental borrowing rate based on the information available at the commencement date, including implied traded debt yield and seniority adjustments, to determine the present value of future payments.  Lease expense for the minimum lease payments is recognized on a straight-line basis over the lease term.  Variable lease payments are expensed as incurred.  

Contingent Rentals

Many of the leases covering retail stores require contingent rental payments in addition to the minimum monthly rental charge based on retail sales volume.  The Company excludes from lease payments any variable payments that are not based on an index or market. If payment for a lease is fully contingent on sales, such as a percentage of sales gross rent lease, none of the lease payments are included in the lease right-of-use asset or the lease liability.  

Construction Allowances Received From Landlords

At the time its retail facilities are initially leased, the Company often receives consideration from landlords to be applied against the cost of leasehold improvements necessary to open the store. The Company treats these construction allowances as a lease incentive. In accordance with ASC 842, the allowances are recorded within the lease right-of-use asset and amortized to income over the lease term as a reduction of rent expense.

Straight-Line Rents and Rent Holidays

The Company records rent expense on a straight-line basis over the lease term for all of its leased facilities. For leases that have predetermined fixed escalations of the minimum rentals, the Company recognizes the related rental expense on a straight-line basis and records the difference between the recognized rental expense and amounts payable under the lease as the lease right-of-use asset. At the time its retail facilities are leased, the Company is frequently not charged rent for a specified period of time, typically 30 to 60 days, while the store is being prepared for opening. This rent-free period is referred to as a rent holiday. The Company recognizes rent expense over the lease term, including any rent holiday, within selling and administrative expenses on the consolidated statements of earnings.

Pre-opening Costs

Pre-opening costs associated with opening retail stores, including payroll, supplies and facility costs, are expensed as incurred.

Earnings Per Common Share Attributable to Caleres, Inc. Shareholders

Earnings Per Common Share Attributable to Caleres, Inc. Shareholders

The Company uses the two-class method to calculate basic and diluted earnings per common share attributable to Caleres, Inc. shareholders. Unvested restricted stock awards are considered participating units because they entitle holders to non-forfeitable rights to dividends or dividend equivalents during the vesting term. Under the two-class method, basic earnings per common share attributable to Caleres, Inc. shareholders is computed by dividing the net earnings attributable to Caleres, Inc. after allocation of earnings to participating securities by the weighted-average number of common shares

outstanding during the year.  Diluted earnings per common share attributable to Caleres, Inc. shareholders is computed by dividing the net earnings attributable to Caleres, Inc. after allocation of earnings to participating securities by the weighted-average number of common shares and potential dilutive securities outstanding during the year.  Potential dilutive securities consist of outstanding stock options and contingently issuable shares for the Company’s performance share awards. Refer to Note 3 to the consolidated financial statements for additional information related to the calculation of earnings per common share attributable to Caleres, Inc. shareholders.

Comprehensive Income

Comprehensive Income

Comprehensive income primarily includes the effect of foreign currency translation adjustments and pension and other postretirement benefits adjustments.

Foreign Currency Translation Adjustment

For certain of the Company’s international subsidiaries, the local currency is the functional currency. Assets and liabilities of these subsidiaries are translated into United States dollars at the period-end exchange rate or historical rates as appropriate. Consolidated statements of earnings amounts are translated at average exchange rates for the period. The cumulative translation adjustments resulting from changes in exchange rates are included in the consolidated balance sheets as a component of accumulated other comprehensive loss in total Caleres, Inc. shareholders’ equity. Transaction gains and losses are included in the consolidated statements of earnings.

Pension and Other Postretirement Benefits Adjustments

The Company determines the expense and obligations for retirement and other benefit plans using assumptions related to discount rates, expected long-term rates of return on invested plan assets, expected salary increases and certain employee-related factors.  The Company determines the fair value of plan assets and benefit obligations as of the January 31 measurement date. The unrecognized portion of the gain or loss on plan assets is included in the consolidated balance sheets as a component of accumulated other comprehensive loss in total Caleres, Inc. shareholders’ equity and is recognized into expense over time. Refer to additional information related to pension and other postretirement benefits in Note 5 and Note 14 to the consolidated financial statements.

Litigation Contingencies

Litigation Contingencies

The Company is the defendant in several claims and lawsuits arising in the ordinary course of business. The Company believes the outcome of such proceedings and litigation currently pending will not have a material adverse effect on the consolidated financial position or results of operations. The Company accrues its best estimate of the cost of resolution of these claims. Legal defense costs of such claims are recognized in the period in which the costs are incurred. Refer to Note 16 to the consolidated financial statements for further discussion of commitments and contingencies.

Environmental Matters

Environmental Matters

The Company is involved in environmental remediation and ongoing compliance activities at several sites. The Company is remediating, under the oversight of Colorado authorities, the groundwater and indoor air at its owned facility and residential neighborhoods adjacent to and near the property, which have been affected by solvents previously used at the facility. In addition, various federal and state authorities have identified the Company as a potentially responsible party for remediation at certain other sites. The Company’s prior operations included numerous manufacturing and other facilities for which the Company may have responsibility under various environmental laws to address conditions that may be identified in the future. Refer to Note 16 to the consolidated financial statements for additional information.

Environmental expenditures relating to an existing condition caused by past operations and that do not contribute to current or future revenue generation are expensed.  Based upon independent environmental assessments, liabilities are recorded when remedial action is considered probable and the costs can be reasonably estimated and are evaluated independently of any future claims recovery.  Generally, the timing of these accruals coincides with completion of a feasibility study or the Company’s commitment to a formal plan of action, and the cost estimates are subject to change as new information becomes available.  Costs of future expenditures for environmental remediation obligations are discounted to their present value in those situations requiring only continuing maintenance and monitoring based upon a schedule of fixed payments.

Share-Based Compensation

Share-Based Compensation

The Company has share-based incentive compensation plans under which certain officers, employees and members of the Board of Directors are participants and may be granted restricted stock, stock performance awards and stock options. Additionally, share-based grants may be made to non-employee members of the Board of Directors in the form of restricted stock units (“RSUs”) payable in cash or the Company’s common stock. The Company accounts for share-based compensation in accordance with the fair value recognition provisions of ASC 718, Compensation – Stock Compensation, and ASC 505, Equity, which require all share-based payments to employees and members of the Board of Directors, to be recognized as expense in the consolidated financial statements based on their fair values.  Expense for restricted stock is based on the fair value of the restricted stock on the date of grant.  Expense for graded-vesting grants is recognized ratably over the respective vesting periods, which is generally 50% over two years and 50% over three years, and expense for cliff-vesting grants is recognized on a straight-line basis over the vesting period, which is generally one year. Expense for stock performance awards is recognized based upon the fair value of the awards on the date of grant and the anticipated number of shares or units to be awarded on a straight-line basis over the respective term of the award, or individual vesting portion of an award.  Expense for the initial grant of RSUs is recognized ratably over the one-year vesting period based upon the fair value of the RSUs, and for cash-equivalent RSUs, is remeasured at the end of each period.  The Company accounts for forfeitures of share-based grants as they occur. If the anticipated number of shares to be awarded or the share value of the Company’s common stock changes significantly, share-based compensation expense may differ materially in the future from that recorded in the current period.  Refer to additional information related to share-based compensation in Note 15 to the consolidated financial statements.

Consolidated Statements of Cash Flows Supplemental Disclosures

Consolidated Statements of Cash Flows Supplemental Disclosures

The Company made payments for federal, state and international taxes, net of refunds, of $15.8 million, including $7.0 million for federal taxes, $6.5 million for international taxes and $2.3 million for state taxes in 2024.  The Company made payments for federal, state and international taxes, net of refunds, of $19.8 million, including  $9.2 million for international taxes and $5.3 million each for federal and state taxes in 2023.  During 2022, the Company made payments for federal, state and international taxes, net of refunds, of $17.4 million, including  $8.4 million for state taxes, $4.7 million for federal taxes and $4.3 million for international taxes.  Refer to Note 6 to the consolidated financial statements for further information regarding income taxes.

Cash payments of interest for the Company’s borrowings under the revolving credit agreement and long-term debt during 2024, 2023 and 2022 were $13.0 million, $19.7 million and $12.5 million, respectively.  Refer to Note 11 to the consolidated financial statements for further discussion regarding the Company’s financing arrangements.

Impact of Recently Adopted Accounting Pronouncements Impact of Recently Adopted Accounting Pronouncements

In November 2023, the FASB issued ASU 2023-07, Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures, which is intended to improve reportable segment disclosures by disclosing significant segment expenses that are regularly provided to the chief operating decision maker.  The Company adopted the ASU on a retrospective basis during the fourth quarter of 2024.  Refer to Note 7 to the consolidated financial statements for additional information related to segment expenses.

Impact of Prospective Accounting Pronouncements

Impact of Prospective Accounting Pronouncements

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures.  The ASU expands the income tax disclosure requirements, principally related to the rate reconciliation table and income taxes paid by jurisdiction.  ASU 2023-09 is effective for the Company on a prospective basis in fiscal 2025, with the option

to apply the standard retrospectively.  The adoption of the ASU is not expected to have a material impact on the Company’s financial statement disclosures.

v3.25.1
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Tables)
12 Months Ended
Feb. 01, 2025
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES  
Schedule of confirmed obligations under the Program

($ thousands)

February 1, 2025

    

February 3, 2024

Confirmed obligations outstanding at the beginning of the year

$

12,955

$

26,030

Invoices confirmed during the year

 

119,160

 

132,265

Confirmed invoices paid during the year

 

110,145

 

145,340

Confirmed obligations outstanding at the end of the year

$

21,970

$

12,955

v3.25.1
REVENUES (Tables)
12 Months Ended
Feb. 01, 2025
REVENUES  
Schedule of disaggregated revenue by segment and major source

2024

Eliminations and

($ thousands)

    

Famous Footwear

    

Brand Portfolio

    

Other

    

Total

Retail stores

$

1,333,827

$

71,704

$

$

1,405,531

E-commerce - Company websites (1)

 

220,135

 

230,869

 

 

451,004

E-commerce - wholesale drop-ship (1)

 

 

117,128

 

(5,761)

 

111,367

Total direct-to-consumer sales

1,553,962

419,701

(5,761)

1,967,902

Wholesale - e-commerce (1)

 

 

240,338

 

 

240,338

Wholesale - landed

 

 

484,797

 

(53,975)

 

430,822

Wholesale - first cost

 

 

71,832

 

 

71,832

Licensing and royalty

 

1,810

 

9,210

 

 

11,020

Other (2)

 

684

 

85

 

 

769

Net sales

$

1,556,456

$

1,225,963

$

(59,736)

$

2,722,683

2023

Eliminations and

($ thousands)

    

Famous Footwear

    

Brand Portfolio

    

Other

    

Total

Retail stores

$

1,395,689

$

69,820

$

$

1,465,509

E-commerce - Company websites (1)

 

210,622

 

229,495

 

 

440,117

E-commerce - wholesale drop-ship (1)

 

 

133,097

 

(5,786)

 

127,311

Total direct-to-consumer sales

1,606,311

432,412

(5,786)

2,032,937

Wholesale - e-commerce (1)

 

 

233,183

 

 

233,183

Wholesale - landed

 

 

491,132

 

(57,169)

 

433,963

Wholesale - first cost

 

 

101,472

 

 

101,472

Licensing and royalty

 

2,330

 

12,576

 

 

14,906

Other (2)

 

755

 

78

 

 

833

Net sales

$

1,609,396

$

1,270,853

$

(62,955)

$

2,817,294

2022

Eliminations and

($ thousands)

    

Famous Footwear

    

Brand Portfolio

    

Other

    

Total

Retail stores

$

1,467,968

$

60,113

$

$

1,528,081

E-commerce - Company websites (1)

 

233,977

 

218,434

 

 

452,411

E-commerce - wholesale drop-ship (1)

 

148,825

 

(5,649)

143,176

Total direct-to-consumer sales

 

1,701,945

427,372

(5,649)

2,123,668

Wholesale - e-commerce (1)

 

207,779

 

207,779

Wholesale - landed

 

548,838

 

(54,078)

494,760

Wholesale - first cost

 

 

125,091

 

 

125,091

Licensing and royalty

 

2,105

 

13,604

 

 

15,709

Other (2)

 

1,043

 

88

 

 

1,131

Net sales

$

1,705,093

$

1,322,772

$

(59,727)

$

2,968,138

(1)Collectively referred to as "e-commerce" below
(2)Includes breakage revenue from unredeemed gift cards
Schedule of significant balances from contracts with customers

($ thousands)

February 1, 2025

    

February 3, 2024

Customer allowances and discounts

$

16,147

$

21,497

Loyalty programs liability

 

7,776

 

11,457

Returns reserve

 

9,584

 

10,586

Gift card liability

 

6,338

 

6,385

Schedule of allowance for expected credit losses

($ thousands)

    

2024

    

2023

Balance, beginning of period

$

8,820

$

8,903

Adjustment for expected credit losses

(815)

1,018

Uncollectible account recoveries (write-offs), net

318

(1,101)

Balance, end of period

$

8,323

$

8,820

 

v3.25.1
EARNINGS PER SHARE (Tables)
12 Months Ended
Feb. 01, 2025
EARNINGS PER SHARE  
Schedule of earnings per share, basic and diluted

($ thousands, except per share amounts)

    

2024

    

2023

    

2022

NUMERATOR

Net earnings

$

106,097

$

171,832

$

179,695

Net loss (earnings) attributable to noncontrolling interests

 

1,158

 

(441)

 

2,047

Net earnings attributable to Caleres, Inc.

$

107,255

$

171,391

$

181,742

Net earnings allocated to participating securities

 

(3,839)

 

(7,517)

 

(7,716)

Net earnings attributable to Caleres, Inc. after allocation of earnings to participating securities

$

103,416

$

163,874

$

174,026

 

  

 

  

 

  

DENOMINATOR

 

  

 

  

 

  

Denominator for basic earnings per common share attributable to Caleres, Inc. shareholders

 

33,397

 

34,142

 

34,930

Dilutive effect of share-based awards

 

116

 

10

 

475

Denominator for diluted earnings per common share attributable to Caleres, Inc. shareholders

 

33,513

 

34,152

 

35,405

 

  

 

  

 

  

Basic earnings per common share attributable to Caleres, Inc. shareholders

$

3.10

$

4.80

$

4.98

 

  

 

  

 

  

Diluted earnings per common share attributable to Caleres, Inc. shareholders

$

3.09

$

4.80

$

4.92

v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS (Tables)
12 Months Ended
Feb. 01, 2025
Retirement and Other Benefit Plans  
Schedule of Changes in Projected Benefit Obligations

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2024

    

2023

Benefit obligation at beginning of year

$

282,175

$

285,572

$

931

$

1,018

Service cost

 

4,931

 

5,020

 

 

Interest cost

 

15,025

 

14,543

 

45

 

48

Plan participants’ contribution

 

9

 

11

 

2

 

1

Actuarial (gain) loss

 

(10,062)

 

(6,773)

 

25

 

(61)

Benefits paid

 

(16,561)

 

(16,149)

 

(68)

 

(75)

Settlements

 

(17,985)

 

 

 

Foreign exchange rate changes

 

(307)

 

(49)

 

 

Benefit obligation at end of year

$

257,225

$

282,175

$

935

$

931

Defined Benefit Plan, Assumptions

Pension Benefits

Other Postretirement Benefits

Weighted–average assumptions used to determine benefit obligations, end of year

    

2024

    

2023

    

2024

    

2023

 

Discount rate

5.80

%

5.40

%  

5.80

%  

5.40

%

Rate of compensation increase

 

1.70

%

1.70

%  

N/A

 

N/A

Pension Benefits

Other Postretirement Benefits

 

Weighted–average assumptions used to determine net periodic benefit income

    

2024

2023

    

2022

2024

2023

    

2022

 

Discount rate

 

5.40

%  

5.20

%  

3.40

%  

5.40

%  

5.20

%  

3.40

%

Rate of compensation increase

 

1.70

%  

3.00

%  

3.00

%  

N/A

 

N/A

 

N/A

Expected return on plan assets

 

7.70

%  

7.50

%  

7.20

%  

N/A

 

N/A

 

N/A

Schedule of Allocation of Plan Assets

Fair Value Measurements at February 1, 2025

($ thousands)

    

Total

    

Level 1

    

Level 2

    

Level 3

Asset

  

  

  

  

Cash and cash equivalents

$

15,233

$

15,233

$

$

U.S. government securities

 

70,577

 

63,423

 

7,154

 

Interest rate swap agreements

(4,188)

(4,188)

Mutual fund

 

27,661

 

27,661

 

 

Exchange-traded funds

 

119,650

 

119,650

 

 

Corporate stocks - common

 

80,489

 

80,446

 

 

43

Warrant

153

153

Real estate investment trust

1,118

1,118

Preferred securities

 

171

 

 

 

171

S&P 500 Index options

 

(3,738)

 

(3,738)

 

 

Total investments in the fair value hierarchy

$

307,126

$

303,946

$

2,966

$

214

 

  

 

  

 

  

 

  

Investments measured at net asset value:

 

  

 

  

 

  

 

  

Alternative investment fund

 

14,579

 

 

 

Unallocated insurance contract

 

24

 

 

 

Total investments measured at net asset value

 

14,603

 

 

 

 

  

 

  

 

  

 

  

Total investments at fair value

$

321,729

$

303,946

$

2,966

$

214

Fair Value Measurements at February 3, 2024

($ thousands)

    

Total

    

Level 1

    

Level 2

    

Level 3

Asset

  

  

  

  

Cash and cash equivalents

$

11,138

$

11,138

$

$

U.S. government securities

 

74,777

 

65,345

 

9,432

 

Interest rate swap agreements

3,647

3,647

Mutual fund

 

28,114

 

28,114

 

 

Exchange-traded funds

 

128,263

 

128,263

 

 

Corporate stocks - common

 

84,652

 

84,528

 

 

124

Warrant

220

220

Real estate investment trust

105

105

Preferred securities

 

237

 

 

 

237

S&P 500 Index options

 

(1,788)

 

(1,788)

 

 

Total investments in the fair value hierarchy

$

329,365

$

315,925

$

13,079

$

361

Investments measured at net asset value:

 

  

 

  

 

  

 

  

Alternative investment fund

 

14,654

 

 

 

Unallocated insurance contract

 

32

 

 

 

Total investments measured at net asset value

 

14,686

 

 

 

 

  

 

  

 

  

 

  

Total investments at fair value

$

344,051

$

315,925

$

13,079

$

361

Schedule of Changes in Fair Value of Plan Assets

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2024

    

2023

Fair value of plan assets at beginning of year

$

344,051

$

356,745

$

$

Actual return on plan assets

 

12,432

 

3,375

 

 

Employer contributions

 

90

 

118

 

66

 

74

Plan participants’ contributions

 

9

 

11

 

2

 

1

Benefits paid

 

(16,561)

 

(16,149)

 

(68)

 

(75)

Settlements

 

(17,985)

 

 

 

Foreign exchange rate changes

 

(307)

 

(49)

 

 

Fair value of plan assets at end of year

$

321,729

$

344,051

$

$

Schedule of Amounts Recognized in Balance Sheet

    

Pension Benefits

    

Other Postretirement Benefits

($ thousands)

2024

    

2023

    

2024

    

2023

Prepaid pension costs (noncurrent assets)

$

78,463

$

74,951

$

$

Accrued benefit liabilities (current liability)

 

(9,023)

 

(5,327)

 

180

 

(176)

Accrued benefit liabilities (noncurrent liability)

 

(4,936)

 

(7,748)

 

755

 

(755)

Net amount recognized at end of year

$

64,504

$

61,876

$

935

$

(931)

Schedule of Projected Benefit Obligation and Accumulated Benefit Obligation in Excess of Plan Assets

Projected Benefit Obligation Exceeds the

Accumulated Benefit Obligation

Fair Value of Plan Assets

Exceeds the Fair Value of Plan Assets

($ thousands)

    

2024

    

2023

    

2024

    

2023

End of Year

  

  

  

  

Projected benefit obligation

$

13,958

$

13,075

$

13,958

$

13,075

Accumulated benefit obligation

 

12,568

 

12,144

 

12,568

 

12,144

Fair value of plan assets

 

 

 

 

Schedule of Amounts in Accumulated Other Comprehensive Income (Loss) to be Recognized over Next Fiscal Year

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2024

    

2023

Components of accumulated other comprehensive loss, net of tax:

  

  

  

  

Net actuarial loss (gain)

$

28,455

$

33,709

$

(256)

$

(374)

Net prior service credit

 

34

 

71

 

 

Accumulated other comprehensive loss, net of tax

$

28,489

$

33,780

$

(256)

$

(374)

Schedule of net periodic benefit expense (income)

Pension Benefits

Other Postretirement Benefits

($ thousands)

    

2024

    

2023

    

2022

    

2024

    

2023

    

2022

Service cost

$

4,931

$

5,020

$

7,143

$

$

$

Interest cost

 

15,025

 

14,543

 

11,977

 

45

 

48

 

35

Expected return on assets

 

(24,279)

 

(24,353)

 

(27,987)

 

 

 

Amortization of:

 

  

 

  

 

  

 

  

 

  

 

  

Actuarial loss (gain)

 

6,038

 

3,785

 

3,088

 

(108)

 

(110)

 

(103)

Prior service credit

 

49

 

(123)

 

(314)

 

 

 

Settlement cost

 

2,716

 

 

320

 

 

 

Curtailments

 

 

 

13

 

 

 

Total net periodic benefit expense (income)

$

4,480

$

(1,128)

$

(5,760)

$

(63)

$

(62)

$

(68)

Schedule of Expected Benefit Payments

Pension Benefits

Other

Postretirement

($ thousands)

    

Funded Plan

    

SERP

    

Total

    

Benefits

Employer Contributions

 

  

 

  

 

  

 

  

2025 expected contributions to plan trusts

$

74

$

$

74

$

2025 expected contributions to plan participants

 

 

9,281

 

9,281

 

185

2025 refund of assets (e.g. surplus) to employer

 

124

 

 

124

 

Expected Benefit Payments

 

  

 

  

 

 

  

2025

$

15,855

$

9,281

$

25,136

$

185

2026

 

16,355

 

501

 

16,856

 

144

2027

 

16,773

 

825

 

17,598

 

113

2028

 

17,272

 

785

 

18,057

 

88

2029

 

17,687

 

719

 

18,406

 

68

2030-2034

 

90,466

 

3,941

 

94,407

 

166

v3.25.1
INCOME TAXES (Tables)
12 Months Ended
Feb. 01, 2025
Notes Tables  
Schedule of Components of Income Tax Expense (Benefit)

($ thousands)

    

2024

    

2023

    

2022

Federal

 

  

 

  

 

  

Current

$

3,818

$

10,849

$

11,506

Deferred

 

13,710

 

5,138

 

6,975

Total federal income tax provision

 

17,528

 

15,987

 

18,481

State

 

  

 

  

 

  

Current

 

1,876

 

2,423

 

6,660

Deferred

 

4,775

 

(9,819)

 

3,421

Total state income tax provision (benefit)

 

6,651

 

(7,396)

 

10,081

International

Current

5,289

4,879

4,759

Deferred

 

(407)

 

(3,980)

 

18

Total international income tax provision

 

4,882

 

899

 

4,777

Total income tax provision

$

29,061

$

9,490

$

33,339

Schedule of Effective Income Tax Rate Reconciliation

($ thousands)

    

2024

    

2023

    

2022

Income taxes at statutory rate

$

28,383

$

38,078

$

44,737

State income taxes, net of federal tax benefit

 

4,514

 

5,710

 

8,981

International earnings taxed at differing rates from U.S. statutory

 

(3,584)

 

(5,367)

 

(1,974)

Share-based compensation

 

(2,647)

 

(3,106)

 

(602)

Valuation allowances, net

 

(2,204)

 

(30,054)

 

(20,743)

Non-deductibility of 162(m) limitations

3,401

4,373

3,363

GILTI, BEAT and FDII provisions

 

1,307

 

427

 

422

Other (1)

 

(109)

 

(571)

 

(845)

Total income tax provision

$

29,061

$

9,490

$

33,339

(1)The other category of income tax provision principally represents the impact of expenses that are not deductible or partially deductible for federal income tax purposes and the impact of any return-to-provision adjustments.
Schedule of Deferred Tax Assets and Liabilities

($ thousands)

    

February 1, 2025

    

February 3, 2024

Deferred Tax Assets

 

  

 

  

Lease obligations

$

158,310

$

148,242

Goodwill

30,308

34,386

Net operating loss carryforward/carryback

 

6,551

 

10,107

Accrued expenses

 

14,053

 

17,870

Employee benefits, compensation and insurance

10,954

15,689

Accounts receivable

 

4,043

 

6,094

Inventory capitalization and inventory reserves

 

6,532

 

6,623

Impairment of investment in nonconsolidated affiliate

 

1,418

 

1,470

Postretirement and postemployment benefit plans

 

201

 

207

Other

 

3,444

 

1,605

Total deferred tax assets, before valuation allowance

 

235,814

 

242,293

Valuation allowance

 

(3,406)

 

(7,153)

Total deferred tax assets, net of valuation allowance

$

232,408

$

235,140

 

  

 

  

Deferred Tax Liabilities

 

  

 

  

Lease right-of-use assets

$

(149,414)

$

(138,315)

Intangible assets

(15,472)

(13,659)

LIFO inventory valuation

 

(54,808)

 

(51,021)

Retirement plans

 

(18,184)

 

(17,239)

Capitalized software

 

(1,797)

 

(1,800)

Depreciation

 

(17,100)

 

(16,822)

Other

 

(2,579)

 

(3,419)

Total deferred tax liabilities

 

(259,354)

 

(242,275)

Net deferred tax liability

$

(26,946)

$

(7,135)

v3.25.1
BUSINESS SEGMENT INFORMATION (Tables)
12 Months Ended
Feb. 01, 2025
BUSINESS SEGMENT INFORMATION  
Schedule of segment reporting information, by segment

2024

Famous

Brand

Eliminations

($ thousands)

    

Footwear

    

Portfolio

    

and Other

    

Total

  

  

  

  

Net sales (1)

$

1,556,456

$

1,225,963

$

(59,736)

$

2,722,683

Cost of goods sold

869,829

 

689,668

 

(58,856)

 

1,500,641

Gross profit

686,627

536,295

(880)

1,222,042

Less expenses:

Retail stores (2)

366,144

31,108

397,252

Information technology

30,843

27,631

7,881

66,355

Warehousing and distribution

50,905

70,368

3,580

124,853

Advertising and marketing

50,370

78,275

3,459

132,104

Restructuring and other special charges, net

 

639

6,343

185

 

7,167

Other expenses (3)

100,650

200,448

43,357

344,455

Operating earnings (loss)

$

87,076

$

122,122

$

(59,342)

$

149,856

Segment assets

$

817,469

$

893,460

$

183,825

$

1,894,754

Purchases of property and equipment

$

36,694

$

10,335

$

2,118

$

49,147

Capitalized software

$

618

$

44

$

1,877

$

2,539

2023

Famous

Brand

Eliminations

($ thousands)

    

Footwear

    

Portfolio

    

and Other

    

Total

 

  

 

  

 

  

 

  

Net sales (1)

$

1,609,396

$

1,270,853

$

(62,955)

$

2,817,294

Cost of goods sold

889,847

 

724,848

 

(60,358)

 

1,554,337

Gross profit

719,549

546,005

(2,597)

1,262,957

Less expenses:

Retail stores (2)

360,102

28,793

388,895

Information technology

31,286

28,180

1,459

60,925

Warehousing and distribution

52,874

59,045

4,439

116,358

Advertising and marketing

52,771

70,761

3,102

126,634

Restructuring and other special charges, net

 

1,366

2,608

2,129

 

6,103

Other expenses (3)

97,312

211,159

61,116

369,587

Operating earnings (loss)

$

123,838

$

145,459

$

(74,842)

$

194,455

Segment assets

$

770,848

$

862,404

$

171,494

$

1,804,746

Purchases of property and equipment

$

31,743

$

10,515

$

2,326

$

44,584

Capitalized software

$

743

$

$

4,291

$

5,034

2022

Famous

Brand

Eliminations

($ thousands)

    

Footwear

    

Portfolio

    

and Other

    

Total

 

  

 

  

 

  

 

  

Net sales (1)

$

1,705,093

$

1,322,772

$

(59,727)

$

2,968,138

Cost of goods sold

916,089

 

825,507

 

(58,331)

 

1,683,265

Gross Profit

789,004

497,265

(1,396)

1,284,873

Less expenses:

Retail stores (2)

352,088

27,699

379,787

Information technology

28,100

26,331

1,781

56,212

Warehousing and distribution

54,056

57,337

5,192

116,585

Advertising and marketing

56,762

65,339

3,463

125,564

Restructuring and other special charges, net

 

2,910

2,910

Other expenses (3)

102,161

208,214

79,113

389,488

Operating earnings (loss)

$

195,837

$

112,345

$

(93,855)

$

214,327

Segment assets

$

767,575

$

921,110

$

147,787

$

1,836,472

Purchases of property and equipment

$

41,755

$

4,170

$

9,988

$

55,913

Capitalized software

$

$

42

$

8,082

$

8,124

Reconciliation of operating earnings to earnings before income taxes

($ thousands)

    

2024

    

2023

    

2022

Operating earnings

$

149,856

$

194,455

$

214,327

Interest expense, net

 

(13,957)

 

(19,343)

 

(14,264)

Other income, net

 

(741)

 

6,210

 

12,971

Earnings before income taxes

$

135,158

$

181,322

$

213,034

Schedule of Revenue from External Customers and Long-Lived Assets, by Geographical Areas

($ thousands)

    

2024

    

2023

    

2022

Net Sales

 

  

 

  

 

  

United States

$

2,532,717

$

2,624,474

$

2,763,896

East Asia

 

111,670

 

130,423

 

146,700

Canada

 

58,140

 

48,220

 

44,484

Other

 

20,156

 

14,177

 

13,058

Total net sales

$

2,722,683

$

2,817,294

$

2,968,138

 

  

 

  

 

  

Long-Lived Assets

 

  

 

  

 

  

United States

$

8,855,001

$

676,937

$

656,840

East Asia

 

140,929

 

11,805

 

11,614

Canada

 

113,060

 

6,601

 

10,441

Other

 

2,401

 

269

 

184

Total long-lived assets

$

9,111,391

$

695,612

$

679,079

v3.25.1
INVENTORIES (Tables)
12 Months Ended
Feb. 01, 2025
INVENTORIES  
Schedule of inventory, current

($ thousands)

February 1, 2025

    

February 3, 2024

Raw materials

$

14,352

$

14,198

Work-in-process

 

644

 

665

Finished goods

 

550,245

 

525,811

Inventories, net (1)

$

565,241

$

540,674

(1)Net of adjustment to last-in, first-out cost of $10.9 million and $10.3 million as of February 1, 2025 and February 3, 2024, respectively.
v3.25.1
PROPERTY AND EQUIPMENT (Tables)
12 Months Ended
Feb. 01, 2025
PROPERTY AND EQUIPMENT.  
Property, Plant and Equipment

($thousands)

    

February 1, 2025

    

February 3, 2024

Land and buildings

$

37,494

$

38,795

Leasehold improvements

 

229,227

 

216,531

Technology equipment

 

56,900

 

51,690

Machinery and equipment

 

116,404

 

114,245

Furniture and fixtures

 

146,730

 

140,456

Construction in progress

 

16,518

 

14,204

Property and equipment

 

603,273

 

575,921

Allowances for depreciation

 

(428,060)

 

(408,338)

Property and equipment, net

$

175,213

$

167,583

    

Years

Buildings

 

5 - 30

Leasehold improvements

5 - 20

Technology equipment

 

2 - 7

Machinery and equipment

 

4 - 20

Furniture and fixtures

 

3 - 10

v3.25.1
GOODWILL AND INTANGIBLE ASSETS (Tables)
12 Months Ended
Feb. 01, 2025
GOODWILL AND INTANGIBLE ASSETS  
Schedule of intangible assets and goodwill

($ thousands)

February 1, 2025

    

February 3, 2024

Intangible Assets

  

 

  

Famous Footwear

$

2,800

$

2,800

Brand Portfolio (1)

 

342,083

 

342,083

Total intangible assets

 

344,883

 

344,883

Accumulated amortization

 

(157,565)

 

(146,529)

Total intangible assets, net

 

187,318

 

198,354

Goodwill

 

  

 

  

Brand Portfolio (2)

 

4,956

 

4,956

Total goodwill

 

4,956

 

4,956

Goodwill and intangible assets, net

$

192,274

$

203,310

(1)The carrying amount of intangible assets as of February 1, 2025 and February 3, 2024 is presented net of accumulated impairment charges of $106.2 million.
(2)The carrying amount of goodwill as of February 1, 2025 and February 3, 2024 is presented net of accumulated impairment charges of $415.7 million.
Schedule of finite-lived and indefinite lived intangible assets

($ thousands)

    

February 1, 2025

 

Estimated Useful Lives

 

 

Accumulated 

 

Accumulated

 

(In Years)

Cost Basis

Amortization

Impairment

Net Carrying Value

Trade names

 

2 - 40

$

299,488

$

140,424

$

10,200

$

148,864

Trade names

 

Indefinite

 

107,400

 

 

92,000

 

15,400

Customer relationships

    

15 - 16

    

 

44,200

    

 

17,141

    

 

4,005

    

 

23,054

$

451,088

$

157,565

$

106,205

$

187,318

    

February 3, 2024

Estimated Useful Lives 

Accumulated 

Accumulated

    

(In Years)

    

Cost Basis

    

Amortization

    

Impairment

    

Net Carrying Value

Trade names

2 - 40

$

299,488

$

131,677

$

10,200

$

157,611

Trade names

 

Indefinite

 

107,400

 

 

92,000

 

15,400

Customer relationships

 

15 - 16

 

44,200

    

 

14,852

    

 

4,005

    

 

25,343

$

451,088

$

146,529

$

106,205

$

198,354

v3.25.1
LEASES (Tables)
12 Months Ended
Feb. 01, 2025
LEASES  
Lessee, Weighted Average Lease Term and Discount Rate

    

February 1, 2025

February 3, 2024

Weighted-average remaining lease term (in years)

 

6.1

5.7

Weighted-average discount rate

 

5.2

%

4.9

%

Schedule of components of lease expenses

($ thousands)

    

2024

 

2023

2022

Operating lease expense

$

160,832

$

156,849

$

148,299

Variable lease expense

 

46,672

 

42,983

 

40,233

Short-term lease expense

 

1,149

 

2,757

 

4,059

Sublease income

 

 

 

(59)

Total lease expense

$

208,653

$

202,589

$

192,532

Lessee, Operating Lease, Liability, Maturity

($ thousands)

    

  

2025

$

188,415

2026

 

141,915

2027

 

109,694

2028

 

76,703

2029

 

52,979

Thereafter

 

130,861

Total minimum operating lease payments

$

700,567

Less imputed interest

 

(93,522)

Present value of lease obligations

$

607,045

Schedule of supplemental cash flow information related to leases

($ thousands)

    

2024

 

2023

 

2022

Cash paid for lease obligations

$

158,156

$

181,420

$

167,163

Cash received from sublease income

 

 

 

59

v3.25.1
FAIR VALUE MEASUREMENTS (Tables)
12 Months Ended
Feb. 01, 2025
FAIR VALUE MEASUREMENTS  
Schedule of fair value, assets and liabilities measured on recurring basis

    

Fair Value Measurements

($ thousands)

    

Total

    

Level 1

    

Level 2

    

Level 3

Asset (Liability)

  

  

  

  

February 1, 2025:

  

  

  

  

Non-qualified deferred compensation plan assets

$

10,939

 

10,939

$

$

Non-qualified deferred compensation plan liabilities

 

(10,939)

 

(10,939)

 

Non-qualified restoration plan assets

444

444

Non-qualified restoration plan liabilities

(444)

(444)

Deferred compensation plan liabilities for non-employee directors

 

(1,039)

 

(1,039)

 

Restricted stock units for non-employee directors

 

(1,130)

 

(1,130)

 

February 3, 2024:

  

  

  

  

Non-qualified deferred compensation plan assets

9,494

9,494

Non-qualified deferred compensation plan liabilities

 

(9,494)

 

(9,494)

 

Non-qualified restoration plan assets

271

271

Non-qualified restoration plan liabilities

(271)

(271)

Deferred compensation plan liabilities for non-employee directors

 

(1,921)

 

(1,921)

 

Restricted stock units for non-employee directors

 

(2,606)

 

(2,606)

 

Details of long-lived asset impairment charges

($ thousands)

    

2024

    

2023

    

2022

Long-Lived Asset Impairment Charges:

 

  

 

  

 

  

Famous Footwear

$

1,448

$

749

$

200

Brand Portfolio

 

416

 

 

1,603

Total long-lived asset impairment charges

$

1,864

$

749

$

1,803

v3.25.1
SHAREHOLDERS' EQUITY (Tables)
12 Months Ended
Feb. 01, 2025
SHAREHOLDERS' EQUITY  
Schedule of common and preferred stock

(in thousands)

    

February 1, 2025

February 3, 2024

Common

Preferred

Common

Preferred

Authorized shares

100,000

1,000

100,000

1,000

Outstanding shares

33,632

35,490

Schedule of accumulated other comprehensive loss

    

    

Pension and

    

Accumulated

Foreign

Other

Other

Currency

Postretirement

Comprehensive

($ thousands)

Translation

Transactions (1)

(Loss) Income

Balance January 29, 2022

$

(788)

$

(7,818)

$

(8,606)

Other comprehensive loss before reclassifications

 

(425)

 

(19,776)

 

(20,201)

Reclassifications:

 

  

 

  

 

  

Amounts reclassified from accumulated other comprehensive loss

 

 

2,991

 

2,991

Tax benefit

 

 

(934)

 

(934)

Net reclassifications

 

 

2,057

 

2,057

Other comprehensive loss

 

(425)

 

(17,719)

 

(18,144)

Balance January 28, 2023

$

(1,213)

$

(25,537)

$

(26,750)

Other comprehensive income (loss) before reclassifications

 

115

 

(10,506)

 

(10,391)

Reclassifications:

 

  

 

  

 

  

Amounts reclassified from accumulated other comprehensive loss

 

 

3,552

 

3,552

Tax benefit

 

 

(915)

 

(915)

Net reclassifications

 

 

2,637

 

2,637

Other comprehensive income (loss)

 

115

 

(7,869)

 

(7,754)

Balance February 3, 2024

$

(1,098)

$

(33,406)

$

(34,504)

Other comprehensive loss before reclassifications

 

(4,691)

 

(1,284)

 

(5,975)

Reclassifications:

 

  

 

  

 

  

Amounts reclassified from accumulated other comprehensive loss

 

 

8,695

 

8,695

Tax benefit

 

 

(2,238)

 

(2,238)

Net reclassifications

 

 

6,457

 

6,457

Other comprehensive (loss) income

 

(4,691)

 

5,173

 

482

Balance February 1, 2025

$

(5,789)

$

(28,233)

$

(34,022)

(1)Amounts reclassified are included in other (expense) income, net.  Refer to Note 5 to the consolidated financial statements for additional information related to pension and other postretirement benefits.  
v3.25.1
SHARE-BASED COMPENSATION (Tables)
12 Months Ended
Feb. 01, 2025
SHARE-BASED COMPENSATION  
Schedule of share-based compensation expense

($ thousands)

    

2024

    

2023

    

2022

Expense for share-based compensation plans, net of forfeitures:

 

  

 

  

 

  

Restricted stock

$

12,746

$

12,579

$

10,974

Stock performance awards

 

1,410

 

1,183

 

5,190

Restricted stock units

 

989

 

1,042

 

1,147

Total share-based compensation expense

$

15,145

$

14,804

$

17,311

Schedule of restricted stock activity

    

Number of

    

Nonvested

Weighted-

Restricted

Average Grant

Shares

Date Fair Value

Nonvested at January 29, 2022

 

1,390,397

 

14.24

Granted

 

848,678

 

21.76

Vested

 

(525,399)

 

12.87

Forfeited

 

(109,716)

 

15.67

Nonvested at January 28, 2023

 

1,603,960

 

18.57

Granted

 

603,121

 

23.13

Vested

 

(513,238)

 

13.73

Forfeited

 

(181,422)

 

19.15

Nonvested at February 3, 2024

 

1,512,421

 

21.96

Granted

 

346,686

 

39.77

Vested

 

(620,800)

 

21.08

Forfeited

 

(96,988)

 

26.08

Nonvested at February 1, 2025

 

1,141,319

$

27.60

Schedule of performance share award activity

    

Number of Nonvested

    

Number of Nonvested

    

Performance Share

Performance Share

Awards at Target

Awards at Maximum

Weighted-Average

Level

Level

Grant Date Fair Value

Nonvested at January 29, 2022

 

390,750

 

781,500

 

16.12

Granted

 

77,750

 

155,500

 

21.00

Vested

 

(172,500)

 

(345,000)

 

23.50

Forfeited

 

(15,000)

 

(30,000)

 

14.24

Nonvested at January 28, 2023

 

281,000

 

562,000

 

13.64

Granted

 

276,434

 

276,434

 

23.12

Vested

 

(273,918)

 

(547,836)

 

13.64

Forfeited

 

(14,868)

 

(21,950)

 

18.65

Nonvested at February 3, 2024

 

268,648

 

268,648

 

23.12

Granted

 

165,854

 

165,854

 

41.05

Vested

 

 

 

Forfeited

 

(21,886)

 

(21,886)

 

23.12

Nonvested at February 1, 2025

 

412,616

 

412,616

$

30.33

Schedule of restricted stock unit activity

    

    

    

Nonvested 

Outstanding

Accrued (3)

RSUs

    

    

    

    

    

Weighted-

Number of

Number of

Total

Total

Average

Vested

Nonvested

Number of

Number of

Grant Date

RSUs

RSUs

RSUs (2)

 RSUs

Fair Value

February 3, 2024

 

480,270

 

52,335

 

532,605

 

515,159

$

16.85

Granted (1)

 

3,972

 

27,690

 

31,662

 

22,534

 

35.01

Vested

 

46,842

 

(46,842)

 

 

15,512

 

19.41

Settled

 

(78,791)

 

 

(78,791)

 

(78,791)

 

41.27

February 1, 2025

 

452,293

 

33,183

 

485,476

 

474,414

$

28.38

(1)Granted RSUs include 4,278 RSUs resulting from dividend equivalents paid on outstanding RSUs, of which 3,972 related to outstanding vested RSUs and 306 to outstanding nonvested RSUs.
(2)Total number of RSUs as of February 1, 2025 includes 348,761 RSUs payable in shares and 136,715 RSUs payable in cash.
(3)Accrued RSUs include all fully vested awards and a pro-rata portion of nonvested awards based on the elapsed portion of the vesting period.
Schedule of RSUs granted, vested and settled

($ thousands, except per unit amounts)

    

2024

    

2023

    

2022

Weighted-average grant date fair value of RSUs granted (1)

$

34.40

$

19.92

$

27.09

Fair value of RSUs vested

$

859

$

1,186

$

998

RSUs settled

 

78,791

 

17,017

 

114,242

(1)Includes dividend equivalents granted on outstanding RSUs, which vest immediately.
Schedule of RSU compensation (income) expense and the related income tax provision (benefit)

($ thousands)

    

2024

    

2023

    

2022

Compensation (income) expense

$

(609)

$

579

$

335

Income tax provision (benefit)

 

157

 

(149)

 

(86)

Compensation (income) expense, net of tax

$

(452)

$

430

$

249

v3.25.1
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Details)
$ in Thousands
12 Months Ended 24 Months Ended
Feb. 01, 2025
USD ($)
store
Feb. 03, 2024
USD ($)
Jan. 28, 2023
USD ($)
Feb. 01, 2025
USD ($)
store
Organization        
Number of stores | store 960     960
Noncontrolling Interests        
Total assets $ 1,894,754 $ 1,804,746 $ 1,836,472 $ 1,894,754
Net sales 2,722,683 2,817,294 2,968,138  
Operating earnings (loss) 149,856 194,455 214,327  
Cash and Cash Equivalents        
Amount due 8,400 9,300   $ 8,400
Receivables        
Adjustment to expected credit losses $ (815) 1,018 (262)  
Inventories        
Percentage of LIFO inventory 84.00%     84.00%
Markdown reserves $ 17,700 20,900   $ 17,700
Computer Software Costs        
Capitalized costs related to ERP implementation included in Other assets 13,600 16,300   13,600
Capitalized Computer Software, Accumulated Amortization 76,800 88,100   76,800
Computer software, implementation cost related to accumulated amortization 9,400 6,700   9,400
Capitalized Interest        
Interest costs capitalized 400 300    
Self-Insurance Reserves        
Self-insurance reserve 9,400 10,400   9,400
Supplier Finance Program        
Accounts payable subject to the program arrangements $ 21,970 12,955 26,030 21,970
Gift Cards        
Gift card redemption term 24 months      
Loyalty Program        
Loyalty programs liability $ 7,776 11,457   7,776
Store Impairment Charges        
Impairment of long-lived assets held-for-use 1,864 749 1,803  
Advertising and Marketing Expense        
Marketing and Advertising Expense, Total 149,700 145,700 138,000  
Cooperative Advertising Amount 5,800 6,200 6,000  
Cooperative Advertising Expense 19,400 17,000 18,500  
Prepaid Advertising $ 3,100 7,000   3,100
Operating Leases        
Percentage of operating leases 32.00%      
Consolidated Statements of Cash Flows Supplemental Disclosures        
Income taxes paid, net of refunds $ 15,800 19,800 17,400  
Interest paid on borrowings 13,000 19,700 12,500  
International        
Consolidated Statements of Cash Flows Supplemental Disclosures        
Income taxes paid, net of refunds 6,500 9,200 4,300  
Federal        
Consolidated Statements of Cash Flows Supplemental Disclosures        
Income taxes paid, net of refunds 7,000 5,300 4,700  
State        
Consolidated Statements of Cash Flows Supplemental Disclosures        
Income taxes paid, net of refunds $ 2,300 $ 5,300 8,400  
Share-based compensation award graded vesting tranche two        
Share-Based Compensation        
Share-based compensation arrangement by share-based payment award, award vesting period   3 years    
Restricted stock | Share-based compensation award graded vesting tranche one        
Share-Based Compensation        
Share-based compensation arrangement by share-based payment award, award vesting rights percentage 50.00%      
Share-based compensation arrangement by share-based payment award, award vesting period 2 years 2 years    
Restricted stock | Share-based compensation award graded vesting tranche two        
Share-Based Compensation        
Share-based compensation arrangement by share-based payment award, award vesting rights percentage 50.00%      
Share-based compensation arrangement by share-based payment award, award vesting period 3 years 3 years    
Restricted stock | Share-based compensation award cliff vesting        
Share-Based Compensation        
Share-based compensation arrangement by share-based payment award, award vesting period 1 year      
Restricted stock units        
Share-Based Compensation        
Share-based compensation arrangement by share-based payment award, award vesting period 1 year      
Rewards program members        
Loyalty Program        
Loyalty programs liability $ 7,800 $ 11,500   $ 7,800
CLT Brand Solutions        
Noncontrolling Interests        
Percentage of joint venture 50.00%     50.00%
Minimum        
Store Impairment Charges        
Amortization period of capitalized advertising cost 1 month      
Maximum        
Store Impairment Charges        
Amortization period of capitalized advertising cost 3 months      
Maximum | Restricted stock | Share-based compensation award graded vesting tranche two        
Share-Based Compensation        
Share-based compensation arrangement by share-based payment award, award vesting period   18 months    
Brand portfolio        
Store Impairment Charges        
Impairment of long-lived assets held-for-use $ 416   1,603  
Brand portfolio | Rewards program members        
Loyalty Program        
Loyalty programs liability $ 1,200 $ 1,500   $ 1,200
Famous footwear        
Organization        
Number of stores | store 846     846
Inventories        
Inventory, LIFO reserve, period charge $ 600 4,000    
Store Impairment Charges        
Impairment of long-lived assets held-for-use 1,448 749 200  
Famous footwear | Rewards program members        
Loyalty Program        
Loyalty programs liability $ 6,600 $ 10,000   $ 6,600
Famous footwear | Customer concentration risk | Revenue benchmark | Rewards program members        
Loyalty Program        
Concentration risk percentage 75.00% 77.00%    
Other assets        
Computer Software Costs        
Capitalized computer software, Implementation costs $ 24,800 $ 16,400   24,800
selling and administrative expenses        
Inventories        
Warehousing and distribution costs 114,300 117,000 121,000  
Overseas sourcing and other inventory procurement expense 21,500 22,000 21,400  
Customer allowances        
Receivables        
Provisions for customer allowances 24,967 28,535 27,559  
Customer discounts        
Receivables        
Provisions for customer allowances 11,461 9,904 11,357  
CLT Brand Solutions        
Noncontrolling Interests        
Total assets 27,100 23,200   27,100
Total liabilities 13,200 9,300   13,200
Net sales 29,800      
Operating earnings (loss) (2,600) 500 2,700  
Retail stores        
Noncontrolling Interests        
Net sales 1,405,531 1,465,509 1,528,081  
Gift cards        
Gift Cards        
Gift card breakage income     1,100 $ 800
Brand Investment Holding Ltd | Related party | CLT Brand Solutions        
Noncontrolling Interests        
Capital contributions 2,000      
CLT Brand Solutions | Related party        
Noncontrolling Interests        
Capital contributions $ 4,000 2,000    
CLT Brand Solutions | Related party | CLT Brand Solutions        
Noncontrolling Interests        
Capital contributions   1,000    
CLT Brand Solutions | CLT Brand Solutions        
Noncontrolling Interests        
Net sales   $ 26,800 $ 16,900  
v3.25.1
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Confirmed Obligations Under the Program (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES    
Confirmed obligations outstanding at the beginning of the year $ 12,955 $ 26,030
Supplier Finance Program, Obligation, Current, Statement of Financial Position [Extensible Enumeration] Accounts Payable, Trade, Current Accounts Payable, Trade, Current
Invoices confirmed during the year $ 119,160 $ 132,265
Confirmed invoices paid during the year 110,145 145,340
Confirmed obligations outstanding at the beginning of the year $ 21,970 $ 12,955
v3.25.1
REVENUES - Disaggregation of Revenue (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Revenues      
Net sales $ 2,722,683 $ 2,817,294 $ 2,968,138
Retail stores      
Revenues      
Net sales 1,405,531 1,465,509 1,528,081
E-commerce - Company websites      
Revenues      
Net sales 451,004 [1] 440,117 452,411
E-commerce - wholesale drop ship      
Revenues      
Net sales 111,367 [1] 127,311 143,176
Direct to consumer      
Revenues      
Net sales 1,967,902 2,032,937 2,123,668
Wholesale - e-commerce      
Revenues      
Net sales 240,338 233,183 207,779
Wholesale - landed      
Revenues      
Net sales 430,822 433,963 494,760
Wholesale - first cost      
Revenues      
Net sales 71,832 101,472 125,091
Licensing and royalty      
Revenues      
Net sales 11,020 14,906 15,709
Other.      
Revenues      
Net sales 769 [2] 833 1,131
Operating Segments | Famous footwear      
Revenues      
Net sales 1,556,456 1,609,396 1,705,093
Operating Segments | Famous footwear | Retail stores      
Revenues      
Net sales 1,333,827 1,395,689 1,467,968
Operating Segments | Famous footwear | E-commerce - Company websites      
Revenues      
Net sales 220,135 [1] 210,622 233,977
Operating Segments | Famous footwear | E-commerce - wholesale drop ship      
Revenues      
Net sales 0 [1] 0 0
Operating Segments | Famous footwear | Direct to consumer      
Revenues      
Net sales 1,553,962 1,606,311 1,701,945
Operating Segments | Famous footwear | Wholesale - e-commerce      
Revenues      
Net sales 0 0 0
Operating Segments | Famous footwear | Wholesale - landed      
Revenues      
Net sales 0 0 0
Operating Segments | Famous footwear | Wholesale - first cost      
Revenues      
Net sales 0 0 0
Operating Segments | Famous footwear | Licensing and royalty      
Revenues      
Net sales 1,810 2,330 2,105
Operating Segments | Famous footwear | Other.      
Revenues      
Net sales 684 [2] 755 1,043
Operating Segments | Brand portfolio      
Revenues      
Net sales 1,225,963 1,270,853 1,322,772
Operating Segments | Brand portfolio | Retail stores      
Revenues      
Net sales 71,704 69,820 60,113
Operating Segments | Brand portfolio | E-commerce - Company websites      
Revenues      
Net sales 230,869 [1] 229,495 218,434
Operating Segments | Brand portfolio | E-commerce - wholesale drop ship      
Revenues      
Net sales 117,128 [1] 133,097 148,825
Operating Segments | Brand portfolio | Direct to consumer      
Revenues      
Net sales 419,701 432,412 427,372
Operating Segments | Brand portfolio | Wholesale - e-commerce      
Revenues      
Net sales 240,338 233,183 207,779
Operating Segments | Brand portfolio | Wholesale - landed      
Revenues      
Net sales 484,797 491,132 548,838
Operating Segments | Brand portfolio | Wholesale - first cost      
Revenues      
Net sales 71,832 101,472 125,091
Operating Segments | Brand portfolio | Licensing and royalty      
Revenues      
Net sales 9,210 12,576 13,604
Operating Segments | Brand portfolio | Other.      
Revenues      
Net sales 85 [2] 78 88
Eliminations and Other      
Revenues      
Net sales (59,736) (62,955) (59,727)
Eliminations and Other | Retail stores      
Revenues      
Net sales 0 0 0
Eliminations and Other | E-commerce - Company websites      
Revenues      
Net sales 0 [1] 0 0
Eliminations and Other | E-commerce - wholesale drop ship      
Revenues      
Net sales (5,761) [1] (5,786) (5,649)
Eliminations and Other | Direct to consumer      
Revenues      
Net sales (5,761) (5,786) (5,649)
Eliminations and Other | Wholesale - e-commerce      
Revenues      
Net sales 0 0 0
Eliminations and Other | Wholesale - landed      
Revenues      
Net sales (53,975) (57,169) (54,078)
Eliminations and Other | Wholesale - first cost      
Revenues      
Net sales 0 0 0
Eliminations and Other | Licensing and royalty      
Revenues      
Net sales 0 0 0
Eliminations and Other | Other.      
Revenues      
Net sales $ 0 [2] $ 0 $ 0
[1] Collectively referred to as "e-commerce" below
[2] Includes breakage revenue from unredeemed gift cards
v3.25.1
REVENUES (Details)
$ in Millions
12 Months Ended
Feb. 01, 2025
USD ($)
item
Feb. 03, 2024
USD ($)
Revenues    
Number of performance obligations | item 2  
Loyalty Program    
Revenues    
Contract with customer, liability, increase due to points and material rights earned on purchases $ 26.3 $ 44.1
Contract with customer, liability, decrease due to expirations and redemptions $ 30.0 $ 50.4
v3.25.1
REVENUES - Balances from Contracts (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
REVENUES    
Customer allowances and discounts $ 16,147 $ 21,497
Loyalty programs liability 7,776 11,457
Returns reserve 9,584 10,586
Gift card liability $ 6,338 $ 6,385
v3.25.1
REVENUES - Allowance for Expected Credit Losses (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
REVENUES      
Balance, beginning of period $ 8,820 $ 8,903  
Adjustment for expected credit losses (815) 1,018 $ (262)
Uncollectible account recoveries (write-offs), net 318 (1,101)  
Balance, end of period $ 8,323 $ 8,820 $ 8,903
v3.25.1
EARNINGS PER SHARE - Schedule of Basic and Diluted Earnings Per Common Share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
EARNINGS PER SHARE      
Net earnings $ 106,097 $ 171,832 $ 179,695
Net loss (earnings) attributable to noncontrolling interests 1,158 (441) 2,047
Net earnings attributable to Caleres, Inc. 107,255 171,391 181,742
Net earnings allocated to participating securities (3,839) (7,517) (7,716)
Net earnings attributable to Caleres, Inc. after allocation of earnings to participating securities $ 103,416 $ 163,874 $ 174,026
Denominator for basic earnings per common share attributable to Caleres, Inc. shareholders 33,397 34,142 34,930
Dilutive effect of share-based awards 116 10 475
Denominator for diluted earnings per common share attributable to Caleres, Inc. shareholders 33,513 34,152 35,405
Basic earnings per common share attributable to Caleres, Inc. shareholders $ 3.1 $ 4.8 $ 4.98
Diluted earnings per common share attributable to Caleres, Inc. shareholders $ 3.09 $ 4.8 $ 4.92
v3.25.1
EARNINGS PER SHARE (Details)
$ in Millions
12 Months Ended
Feb. 01, 2025
USD ($)
item
shares
Feb. 03, 2024
USD ($)
shares
Jan. 28, 2023
USD ($)
shares
Earnings Per Share      
Number of publicly announced share | item 2    
Excise tax payable on share repurchases $ 0.5    
Stock Repurchase Programs, 2019 and 2022      
Earnings Per Share      
Treasury stock, shares, acquired (in shares) | shares 1,938,324 763,000 2,622,845
Treasury Stock, Value, Acquired, Cost Method $ 65.0 $ 17.4 $ 63.2
v3.25.1
RESTRUCTURING AND OTHER INITIATIVES (Details) - USD ($)
$ / shares in Units, $ in Millions
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Restructuring and Other Special Charges | Restructuring and Other Special Charges      
Restructuring and Other Special Charges      
Total restructuring costs $ 9.9 $ 6.1  
Restructuring costs 7.2    
Restructuring and related cost, incurred cost, after tax $ 7.3 $ 4.5  
Restructuring and related cost, incurred cost, per diluted share $ 0.21 $ 0.13  
Other (expense) income, net | Pension settlement | Eliminations and Other      
Restructuring and Other Special Charges      
Total restructuring costs $ 2.7    
Current liabilities      
Restructuring and Other Special Charges      
Restructuring reserve 5.5    
Accounts payable      
Restructuring and Other Special Charges      
Restructuring reserve 4.0    
Employee compensation and benefits      
Restructuring and Other Special Charges      
Restructuring reserve 1.3    
Other Accrued Expenses      
Restructuring and Other Special Charges      
Restructuring reserve 0.2    
Other Accrued Expenses | Restructuring and Other Special Charges      
Restructuring and Other Special Charges      
Restructuring reserve   $ 3.2  
Brand portfolio | Restructuring and Other Special Charges | Restructuring and Other Special Charges      
Restructuring and Other Special Charges      
Total restructuring costs 6.4 2.6  
Famous footwear | Restructuring and Other Special Charges | Restructuring and Other Special Charges      
Restructuring and Other Special Charges      
Total restructuring costs 0.6 1.4  
Eliminations and Other | Restructuring and Other Special Charges | Restructuring and Other Special Charges      
Restructuring and Other Special Charges      
Total restructuring costs $ 0.2 $ 2.1 $ 2.9
Restructuring and related cost, incurred cost, after tax     $ 2.7
Restructuring and related cost, incurred cost, per diluted share     $ 0.07
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS (Details) - USD ($)
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Dec. 31, 2015
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Amount, Ending Balance $ 307,126,000 $ 329,365,000    
Management        
Retirement and Other Benefit Plans        
Deferred Compensation Arrangement with Individual, Maximum Percentage of Deferral of Base Salary 50.00%      
Deferred Compensation Arrangement with Individual, Maximum Percentage of Deferral of Annual Incentive Compensation 100.00%      
Deferred Compensation Arrangement with Individual, Recorded Liability $ 10,900,000 9,500,000    
Deferred Compensation Plan Assets 10,900,000 9,500,000    
Non-employee Director        
Retirement and Other Benefit Plans        
Deferred Compensation Arrangement with Individual, Recorded Liability $ 1,200,000 $ 2,000,000    
Non-employee Director | Phantom share units (PSUs)        
Retirement and Other Benefit Plans        
Deferred Compensation Arrangement with Individual, Shares Issued 50,820 55,516    
Long-term Investments        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Target Allocation, Percentage 97.00%      
Short-term Investments 1        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Target Allocation, Percentage 3.00%      
Equities | Minimum        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Target Allocation, Percentage 65.00%      
Equities | Maximum        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Target Allocation, Percentage 75.00%      
Debt Securities 1 | Minimum        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Target Allocation, Percentage 25.00%      
Debt Securities 1 | Maximum        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Target Allocation, Percentage 35.00%      
Domestic Defined Contribution 401(k) Plan Salaried Employees        
Retirement and Other Benefit Plans        
Defined Contribution Plan, Employer Core Contribution 1.50%      
Defined Contribution Plan, Percentage of employee contributions matched by employer 50.00%      
Defined Contribution Plan, Employer Matching Contribution, Percent of Employees' Gross Pay 6.00%      
Defined Contribution Plan, Cost $ 4,700,000 $ 5,000,000 $ 4,600,000  
Defined Contribution Plan, Employer Matching Contribution, Additional Discretionary Percentage 2.00%      
Defined contribution plan, Profit sharing contribution expense $ 0 0 2,600,000  
Domestic Defined Contribution 401(k) Plan Hourly Employees        
Retirement and Other Benefit Plans        
Defined Contribution Plan, Cost $ 0      
Defined Contribution Plan, Minimum Annual Contributions Per Employee, Percent 2.00%      
Defined Contribution Plan, Maximum Annual Contributions Per Employee, Percent 30.00%      
Pension Benefits        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Benefit Obligation, Ending Balance $ 257,225,000 282,175,000 285,572,000  
Defined Benefit Plan, Plan Assets, Amount, Ending Balance 321,729,000 344,051,000 356,745,000  
Defined Benefit Plan, Amounts for Asset (Liability) Recognized in Statement of Financial Position, Total 64,504,000 61,876,000    
Postretirement life insurance        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Maximum Insurance Coverage 20,000      
Other Postretirement Benefits        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Benefit Obligation, Ending Balance 935,000 931,000 $ 1,018,000  
Defined Benefit Plan, Amounts for Asset (Liability) Recognized in Statement of Financial Position, Total (935,000) (931,000)    
Restoration Plan        
Retirement and Other Benefit Plans        
Non-qualified restoration plan liabilities 400,000 300,000    
Non-qualified restoration plan assets $ 400,000 300,000    
UNITED STATES | Pension Benefits        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Years Service Cap       35 years
Defined Benefit Plan, Number of Highest Annual Salary Consecutive Years       5 years
Defined Benefit Plan, Number of Years Before Retirement       10 years
Defined Benefit Plan, Maximum Years of Service 30 years      
Defined Benefit Plan, Benefit Obligation, Ending Balance $ 252,100,000 277,100,000    
Foreign plan | Pension Benefits        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Number of Highest Annual Salary Consecutive Years 5 years      
Defined Benefit Plan, Number of Years Before Retirement 10 years      
Defined Benefit Plan, Benefit Obligation, Ending Balance $ 2,900,000 $ 3,200,000    
Defined Benefit Plan, Plan Assets, Amount, Ending Balance $ 4,000,000      
Foreign plan | Pension Benefits | Equities        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Actual Allocation, Percentage 55.00%      
Foreign plan | Pension Benefits | Bond Funds        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Actual Allocation, Percentage 42.00%      
Foreign plan | Pension Benefits | Money Market Fund        
Retirement and Other Benefit Plans        
Defined Benefit Plan, Plan Assets, Actual Allocation, Percentage 3.00%      
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Changes in Benefit Obligations (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Pension Benefits      
Retirement and Other Benefit Plans      
Benefit obligation $ 282,175 $ 285,572  
Service cost 4,931 5,020 $ 7,143
Interest cost 15,025 14,543 11,977
Plan participants' contribution 9 11  
Actuarial (gain) loss (10,062) (6,773)  
Benefits paid (16,561) (16,149)  
Settlements (17,985)    
Foreign exchange rate changes (307) (49)  
Benefit obligation 257,225 282,175 285,572
Other Postretirement Benefits      
Retirement and Other Benefit Plans      
Benefit obligation 931 1,018  
Interest cost 45 48 35
Plan participants' contribution 2 1  
Actuarial (gain) loss 25 (61)  
Benefits paid (68) (75)  
Benefit obligation $ 935 $ 931 $ 1,018
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Weighted-average Assumptions Used (Details)
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Pension Benefits      
Retirement and Other Benefit Plans      
Discount rate 5.80% 5.40%  
Rate of compensation increase 1.70% 1.70%  
Discount rate, net periodic benefit income 5.40% 5.20% 3.40%
Rate of compensation increase, net periodic benefit income 1.70% 3.00% 3.00%
Expected return on plan assets, net periodic benefit income 7.70% 7.50% 7.20%
Other Postretirement Benefits      
Retirement and Other Benefit Plans      
Discount rate 5.80% 5.40%  
Discount rate, net periodic benefit income 5.40% 5.20% 3.40%
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Pension Plan Assets (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Retirement and Other Benefit Plans    
Plan assets $ 307,126 $ 329,365
Investments 14,603 14,686
Total investments at fair value 321,729 344,051
Level 1    
Retirement and Other Benefit Plans    
Plan assets 303,946 315,925
Total investments at fair value 303,946 315,925
Level 2    
Retirement and Other Benefit Plans    
Plan assets 2,966 13,079
Total investments at fair value 2,966 13,079
Level 3    
Retirement and Other Benefit Plans    
Plan assets 214 361
Total investments at fair value 214 361
Cash and cash equivalents    
Retirement and Other Benefit Plans    
Plan assets 15,233 11,138
Cash and cash equivalents | Level 1    
Retirement and Other Benefit Plans    
Plan assets 15,233 11,138
U.S. government securities    
Retirement and Other Benefit Plans    
Plan assets 70,577 74,777
U.S. government securities | Level 1    
Retirement and Other Benefit Plans    
Plan assets 63,423 65,345
U.S. government securities | Level 2    
Retirement and Other Benefit Plans    
Plan assets 7,154 9,432
Interest rate swap agreements    
Retirement and Other Benefit Plans    
Plan assets (4,188) 3,647
Interest rate swap agreements | Level 2    
Retirement and Other Benefit Plans    
Plan assets (4,188) 3,647
Mutual fund    
Retirement and Other Benefit Plans    
Plan assets 27,661 28,114
Mutual fund | Level 1    
Retirement and Other Benefit Plans    
Plan assets 27,661 28,114
Exchange-traded funds    
Retirement and Other Benefit Plans    
Plan assets 119,650 128,263
Exchange-traded funds | Level 1    
Retirement and Other Benefit Plans    
Plan assets 119,650 128,263
Corporate stocks - common    
Retirement and Other Benefit Plans    
Plan assets 80,489 84,652
Corporate stocks - common | Level 1    
Retirement and Other Benefit Plans    
Plan assets 80,446 84,528
Corporate stocks - common | Level 3    
Retirement and Other Benefit Plans    
Plan assets 43 124
Warrants    
Retirement and Other Benefit Plans    
Plan assets 153 220
Warrants | Level 1    
Retirement and Other Benefit Plans    
Plan assets 153 220
Real estate investment trust    
Retirement and Other Benefit Plans    
Plan assets 1,118 105
Real estate investment trust | Level 1    
Retirement and Other Benefit Plans    
Plan assets 1,118 105
Preferred Securities    
Retirement and Other Benefit Plans    
Plan assets 171 237
Preferred Securities | Level 3    
Retirement and Other Benefit Plans    
Plan assets 171 237
S&P 500 Index Options    
Retirement and Other Benefit Plans    
Plan assets (3,738) (1,788)
S&P 500 Index Options | Level 1    
Retirement and Other Benefit Plans    
Plan assets (3,738) (1,788)
Alternative Investment Fund    
Retirement and Other Benefit Plans    
Investments 14,579 14,654
Unallocated Insurance Contract    
Retirement and Other Benefit Plans    
Investments $ 24 $ 32
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Changes in Fair Value of Plan Assets (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Retirement and Other Benefit Plans    
Fair value of plan assets $ 329,365  
Fair value of plan assets 307,126 $ 329,365
Pension Benefits    
Retirement and Other Benefit Plans    
Fair value of plan assets 344,051 356,745
Actual return on plan assets 12,432 3,375
Employer contributions 90 118
Plan participants' contributions 9 11
Benefits paid (16,561) (16,149)
Settlements (17,985)  
Foreign exchange rate changes (307) (49)
Fair value of plan assets 321,729 344,051
Other Postretirement Benefits    
Retirement and Other Benefit Plans    
Employer contributions 66 74
Plan participants' contributions 2 1
Benefits paid $ (68) $ (75)
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Amounts Recognized in the Consolidated Balance Sheets (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Retirement and Other Benefit Plans    
Prepaid pension costs (noncurrent assets) $ 78,463 $ 74,951
Pension Benefits    
Retirement and Other Benefit Plans    
Prepaid pension costs (noncurrent assets) 78,463 74,951
Accrued benefit liabilities (current liability) (9,023) (5,327)
Accrued benefit liabilities (noncurrent liability) (4,936) (7,748)
Net amount recognized at end of year 64,504 61,876
Other Postretirement Benefits    
Retirement and Other Benefit Plans    
Accrued benefit liabilities (current liability) (180) (176)
Accrued benefit liabilities (noncurrent liability) (755) (755)
Net amount recognized at end of year $ (935) $ (931)
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Projected and Accumulated Benefit Obligation in Excess of Plan Assets (Details) - SERP - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Retirement and Other Benefit Plans    
Projected benefit obligation $ 13,958 $ 13,075
Projected benefit obligation 13,958 13,075
Accumulated benefit obligation 12,568 12,144
Accumulated benefit obligation $ 12,568 $ 12,144
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Amounts in Accumulated Other Comprehensive Loss and Expected Amortization (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Pension Benefits    
Retirement and Other Benefit Plans    
Net actuarial loss (gain) $ 28,455 $ 33,709
Net prior service credit 34 71
Accumulated other comprehensive loss, net of tax 28,489 33,780
Other Postretirement Benefits    
Retirement and Other Benefit Plans    
Net actuarial loss (gain) (256) (374)
Accumulated other comprehensive loss, net of tax $ (256) $ (374)
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Net Periodic Benefit Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Retirement and Other Benefit Plans      
Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Interest Cost, Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Expected Return (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Amortization of Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Amortization of Prior Service Cost (Credit), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Settlement Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Curtailment Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Pension Benefits      
Retirement and Other Benefit Plans      
Service cost $ 4,931 $ 5,020 $ 7,143
Interest cost 15,025 14,543 11,977
Expected return on assets (24,279) (24,353) (27,987)
Actuarial loss (gain) 6,038 3,785 3,088
Prior service income 49 (123) (314)
Settlement cost 2,716   320
Curtailments     13
Total net periodic benefit expense (income) 4,480 (1,128) (5,760)
Other Postretirement Benefits      
Retirement and Other Benefit Plans      
Interest cost 45 48 35
Actuarial loss (gain) (108) (110) (103)
Total net periodic benefit expense (income) $ (63) $ (62) $ (68)
v3.25.1
RETIREMENT AND OTHER BENEFIT PLANS - Expected Cash Flows (Details)
$ in Thousands
Feb. 01, 2025
USD ($)
Pension Benefits  
Retirement and Other Benefit Plans  
2025 refund of assets (e.g. surplus) to employer $ 124
2025 25,136
2026 16,856
2027 17,598
2028 18,057
2029 18,406
2030-2034 94,407
Pension Benefits | Plan trusts  
Retirement and Other Benefit Plans  
Defined Benefit Plan, Expected Future Employer Contributions, Next Fiscal Year 74
Pension Benefits | Plan participants  
Retirement and Other Benefit Plans  
Defined Benefit Plan, Expected Future Employer Contributions, Next Fiscal Year 9,281
Pension Benefits | Funded Plan  
Retirement and Other Benefit Plans  
2025 refund of assets (e.g. surplus) to employer 124
2025 15,855
2026 16,355
2027 16,773
2028 17,272
2029 17,687
2030-2034 90,466
Pension Benefits | Funded Plan | Plan trusts  
Retirement and Other Benefit Plans  
Defined Benefit Plan, Expected Future Employer Contributions, Next Fiscal Year 74
SERP  
Retirement and Other Benefit Plans  
2025 9,281
2026 501
2027 825
2028 785
2029 719
2030-2034 3,941
SERP | Plan participants  
Retirement and Other Benefit Plans  
Defined Benefit Plan, Expected Future Employer Contributions, Next Fiscal Year 9,281
Other Postretirement Benefits  
Retirement and Other Benefit Plans  
2025 185
2026 144
2027 113
2028 88
2029 68
2030-2034 166
Other Postretirement Benefits | Plan participants  
Retirement and Other Benefit Plans  
Defined Benefit Plan, Expected Future Employer Contributions, Next Fiscal Year $ 185
v3.25.1
INCOME TAXES (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Effective Income Tax Rate Reconciliation      
Earnings (Loss) from Continuing Operations before Income Taxes, Domestic $ 84,800 $ 132,500 $ 168,000
Earnings Loss) from Continuing Operations before Income Taxes, International 50,400 48,800 45,000
Net operating loss 6,600    
Deferred Income Tax Expense (Benefit), Total 19,811 (11,866) $ 4,270
Unrecognized Tax Benefits 0 $ 0  
CANADA      
Effective Income Tax Rate Reconciliation      
Net operating loss $ 1,800    
CANADA | Maximum      
Effective Income Tax Rate Reconciliation      
Operating loss carryforwards period 17 years    
UNITED KINGDOM      
Effective Income Tax Rate Reconciliation      
Net operating loss $ 1,300    
China      
Effective Income Tax Rate Reconciliation      
Net operating loss $ 600    
China | Maximum      
Effective Income Tax Rate Reconciliation      
Operating loss carryforwards period 5 years    
State and Local Jurisdiction and Foreign Tax Authority      
Effective Income Tax Rate Reconciliation      
Net operating loss $ 2,900    
State and Local Jurisdiction and Foreign Tax Authority | Minimum      
Effective Income Tax Rate Reconciliation      
Operating loss carryforwards period 1 year    
State and Local Jurisdiction and Foreign Tax Authority | Maximum      
Effective Income Tax Rate Reconciliation      
Operating loss carryforwards period 20 years    
International      
Effective Income Tax Rate Reconciliation      
Deferred Income Tax Expense (Benefit), Total $ 0    
v3.25.1
INCOME TAXES - Components of Income Tax Provision (Benefit) on Earnings (Loss) (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Components of Income Tax Provision (Benefit) on Earnings (Loss)      
Current $ 3,818 $ 10,849 $ 11,506
Deferred 13,710 5,138 6,975
Total federal income tax provision 17,528 15,987 18,481
Current 1,876 2,423 6,660
Deferred 4,775 (9,819) 3,421
Total state income tax provision (benefit 6,651 (7,396) 10,081
Current 5,289 4,879 4,759
Deferred (407) (3,980) 18
Total international income tax provision 4,882 899 4,777
Total income tax provision $ 29,061 $ 9,490 $ 33,339
v3.25.1
INCOME TAXES - Differences Between the Income Tax Provision (Benefit) and Federal Statutory Income Tax Rate Calculation (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Income taxes at statutory rate $ 28,383 $ 38,078 $ 44,737
State income taxes, net of federal tax benefit 4,514 5,710 8,981
International earnings taxed at differing rates from U.S. statutory (3,584) (5,367) (1,974)
Share-based compensation (2,647) (3,106) (602)
Valuation allowances, net (2,204) (30,054) (20,743)
Non-deductibility of 162(m) limitations 3,401 4,373 3,363
GILTI, BEAT and FDII provisions 1,307 427 422
Other (1) (109) (571) (845)
Total income tax provision $ 29,061 $ 9,490 $ 33,339
v3.25.1
INCOME TAXES - Deferred Income Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Deferred Tax Assets, Tax Deferred Expense, Compensation and Benefits [Abstract]    
Lease obligations $ 158,310 $ 148,242
Goodwill 30,308 34,386
Net operating loss carryforward/carryback 6,551 10,107
Accrued expenses 14,053 17,870
Employee benefits, compensation and insurance 10,954 15,689
Accounts receivable 4,043 6,094
Inventory capitalization and inventory reserves 6,532 6,623
Impairment of investment in nonconsolidated affiliate 1,418 1,470
Postretirement and postemployment benefit plans 201 207
Other 3,444 1,605
Total deferred tax assets, before valuation allowance 235,814 242,293
Valuation allowance (3,406) (7,153)
Total deferred tax assets, net of valuation allowance 232,408 235,140
Lease right-of-use assets (149,414) (138,315)
Intangible assets (15,472) (13,659)
LIFO inventory valuation (54,808) (51,021)
Retirement plans (18,184) (17,239)
Capitalized software (1,797) (1,800)
Depreciation (17,100) (16,822)
Other (2,579) (3,419)
Total deferred tax liabilities (259,354) (242,275)
Net deferred tax liability $ (26,946) $ (7,135)
v3.25.1
BUSINESS SEGMENT INFORMATION (Details)
$ in Thousands
12 Months Ended
Feb. 01, 2025
USD ($)
item
store
Feb. 03, 2024
USD ($)
Jan. 28, 2023
USD ($)
Revenues from External Customers and Long-Lived Assets      
Number of stores | store 960    
Total net sales $ 2,722,683 $ 2,817,294 $ 2,968,138
Total long-lived assets 9,111,391 695,612 679,079
United states      
Revenues from External Customers and Long-Lived Assets      
Total net sales 2,532,717 2,624,474 2,763,896
Total long-lived assets 8,855,001 676,937 656,840
East Asia      
Revenues from External Customers and Long-Lived Assets      
Total net sales 111,670 130,423 146,700
Total long-lived assets 140,929 11,805 11,614
Canada      
Revenues from External Customers and Long-Lived Assets      
Total net sales 58,140 48,220 44,484
Total long-lived assets 113,060 6,601 10,441
Other.      
Revenues from External Customers and Long-Lived Assets      
Total net sales 20,156 14,177 13,058
Total long-lived assets $ 2,401 $ 269 $ 184
Famous footwear      
Revenues from External Customers and Long-Lived Assets      
Number of stores | store 846    
Famous footwear | Three suppliers | Supplier concentration risk | Revenue benchmark      
Revenues from External Customers and Long-Lived Assets      
Number of key suppliers | item 3    
Concentration risk percentage 24.00% 24.00% 24.00%
Brand portfolio | United states      
Revenues from External Customers and Long-Lived Assets      
Number of stores | store 60    
Brand portfolio | East Asia      
Revenues from External Customers and Long-Lived Assets      
Number of stores | store 54    
v3.25.1
BUSINESS SEGMENT INFORMATION - Key Financial Measures (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
BUSINESS SEGMENT INFORMATION - Key Financial Measures      
Net sales $ 2,722,683 $ 2,817,294 $ 2,968,138
Net sales total 2,722,683 2,817,294 2,968,138
Cost of goods sold 1,500,641 1,554,337 1,683,265
Gross profit 1,222,042 1,262,957 1,284,873
Retail stores 397,252 388,895 379,787
Information technology 66,355 60,925 56,212
Warehousing and distribution 124,853 116,358 116,585
Advertising and marketing 132,104 126,634 125,564
Restructuring and other special charges, net 7,167 6,103 2,910
Other expenses 344,455 369,587 389,488
Operating earnings 149,856 194,455 214,327
Operating earnings 149,856 194,455 214,327
Segment assets 1,894,754 1,804,746 1,836,472
Purchases of property and equipment 49,147 44,584 55,913
Capitalized software 2,539 5,034 8,124
Brand portfolio      
BUSINESS SEGMENT INFORMATION - Key Financial Measures      
Intersegment sales 59,700 63,000 59,700
Operating Segments | Famous footwear      
BUSINESS SEGMENT INFORMATION - Key Financial Measures      
Net sales total 1,556,456 1,609,396 1,705,093
Cost of goods sold 869,829 889,847 916,089
Gross profit 686,627 719,549 789,004
Retail stores 366,144 360,102 352,088
Information technology 30,843 31,286 28,100
Warehousing and distribution 50,905 52,874 54,056
Advertising and marketing 50,370 52,771 56,762
Restructuring and other special charges, net 639 1,366  
Other expenses 100,650 97,312 102,161
Operating earnings 87,076 123,838 195,837
Segment assets 817,469 770,848 767,575
Purchases of property and equipment 36,694 31,743 41,755
Capitalized software 618 743  
Operating Segments | Brand portfolio      
BUSINESS SEGMENT INFORMATION - Key Financial Measures      
Net sales total 1,225,963 1,270,853 1,322,772
Cost of goods sold 689,668 724,848 825,507
Gross profit 536,295 546,005 497,265
Retail stores 31,108 28,793 27,699
Information technology 27,631 28,180 26,331
Warehousing and distribution 70,368 59,045 57,337
Advertising and marketing 78,275 70,761 65,339
Restructuring and other special charges, net 6,343 2,608  
Other expenses 200,448 211,159 208,214
Operating earnings 122,122 145,459 112,345
Segment assets 893,460 862,404 921,110
Purchases of property and equipment 10,335 10,515 4,170
Capitalized software 44   42
Eliminations and Other      
BUSINESS SEGMENT INFORMATION - Key Financial Measures      
Net sales total (59,736) (62,955) (59,727)
Cost of goods sold (58,856) (60,358) (58,331)
Gross profit (880) (2,597) (1,396)
Retail stores 0    
Information technology 7,881 1,459 1,781
Warehousing and distribution 3,580 4,439 5,192
Advertising and marketing 3,459 3,102 3,463
Restructuring and other special charges, net 185 2,129 2,910
Other expenses 43,357 61,116 79,113
Operating earnings (59,342) (74,842) (93,855)
Segment assets 183,825 171,494 147,787
Purchases of property and equipment 2,118 2,326 9,988
Capitalized software $ 1,877 $ 4,291 $ 8,082
v3.25.1
BUSINESS SEGMENT INFORMATION - Reconciliation of Operating Earnings Before Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
BUSINESS SEGMENT INFORMATION      
Operating (loss) earnings $ 149,856 $ 194,455 $ 214,327
Interest expense, net (13,957) (19,343) (14,264)
Other income, net (741) 6,210 12,971
Earnings before income taxes $ 135,158 $ 181,322 $ 213,034
v3.25.1
INVENTORIES - Schedule of Inventories (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
INVENTORIES    
Raw materials $ 14,352 $ 14,198
Work-in-process 644 665
Finished goods 550,245 525,811
Inventories, net $ 565,241 $ 540,674
v3.25.1
INVENTORIES (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
INVENTORIES    
Inventory, LIFO Reserve $ 10,878 $ 10,254
Finished goods product subject to consignment arrangements with wholesale customers $ 200 $ 400
v3.25.1
PROPERTY AND EQUIPMENT - Property and Equipment (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Property and Equipment    
Property, Plant and Equipment, Gross $ 603,273 $ 575,921
Allowances for depreciation (428,060) (408,338)
Property and equipment, net 175,213 167,583
Land and Building [Member]    
Property and Equipment    
Property, Plant and Equipment, Gross $ 37,494 38,795
Building [Member] | Minimum [Member]    
Property and Equipment    
Useful life (Year) 5 years  
Building [Member] | Maximum [Member]    
Property and Equipment    
Useful life (Year) 30 years  
Leasehold Improvements [Member]    
Property and Equipment    
Property, Plant and Equipment, Gross $ 229,227 216,531
Leasehold Improvements [Member] | Minimum [Member]    
Property and Equipment    
Useful life (Year) 5 years  
Leasehold Improvements [Member] | Maximum [Member]    
Property and Equipment    
Useful life (Year) 20 years  
Technology Equipment [Member]    
Property and Equipment    
Property, Plant and Equipment, Gross $ 56,900 51,690
Technology Equipment [Member] | Minimum [Member]    
Property and Equipment    
Useful life (Year) 2 years  
Technology Equipment [Member] | Maximum [Member]    
Property and Equipment    
Useful life (Year) 7 years  
Machinery and Equipment [Member]    
Property and Equipment    
Property, Plant and Equipment, Gross $ 116,404 114,245
Machinery and Equipment [Member] | Minimum [Member]    
Property and Equipment    
Useful life (Year) 4 years  
Machinery and Equipment [Member] | Maximum [Member]    
Property and Equipment    
Useful life (Year) 20 years  
Furniture and Fixtures [Member]    
Property and Equipment    
Property, Plant and Equipment, Gross $ 146,730 140,456
Furniture and Fixtures [Member] | Minimum [Member]    
Property and Equipment    
Useful life (Year) 3 years  
Furniture and Fixtures [Member] | Maximum [Member]    
Property and Equipment    
Useful life (Year) 10 years  
Construction in Progress [Member]    
Property and Equipment    
Property, Plant and Equipment, Gross $ 16,518 $ 14,204
v3.25.1
PROPERTY AND EQUIPMENT (Details)
$ in Thousands
12 Months Ended
Feb. 01, 2025
USD ($)
a
Feb. 03, 2024
USD ($)
Jan. 28, 2023
USD ($)
Asset Impairment Charges      
Impairment of long-lived assets held-for-use $ 1,864 $ 749 $ 1,803
Impairment, Long-Lived Asset, Held-for-Use, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring Charges, Selling, General and Administrative Expense Restructuring Charges, Selling, General and Administrative Expense Restructuring Charges, Selling, General and Administrative Expense
Interest costs capitalized $ 400 $ 300  
Corporate Headquarters, Clayton, Missouri | Disposal Group, Held-for-Sale, Not Discontinued Operations      
Asset Impairment Charges      
Number of acres | a 9    
v3.25.1
GOODWILL AND INTANGIBLE ASSETS - Schedule of Goodwill and Intangible Assets (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Goodwill and Intangible Assets    
Intangible assets $ 344,883 $ 344,883
Accumulated amortization (157,565) (146,529)
Total intangible assets, net 187,318 198,354
Goodwill 4,956 4,956
Goodwill and intangible assets, net 192,274 203,310
Finite-Lived Intangible Assets, Accumulated Impairment 106,205 106,205
Famous footwear    
Goodwill and Intangible Assets    
Intangible assets 2,800 2,800
Brand portfolio    
Goodwill and Intangible Assets    
Intangible assets 342,083 342,083
Goodwill 4,956 4,956
Finite-Lived Intangible Assets, Accumulated Impairment 106,200 106,200
Goodwill, accumulated impairment charges $ 415,700 $ 415,700
v3.25.1
GOODWILL AND INTANGIBLE ASSETS - Finite and Infinite-Lived Intangible Assets (Details) - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Accumulated Amortization $ 157,565 $ 146,529
Finite-Lived Intangible Assets, Accumulated Impairment 106,205 106,205
Intangible assets, cost basis 451,088 451,088
Intangible Assets, Net Carrying Value 187,318 198,354
Indefinite-lived Trade names    
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Accumulated Impairment 92,000 92,000
Indefinite-Lived Intangible Assets, Cost Basis 107,400 107,400
Indefinite-Lived Intangible Assets, Net Carrying Value 15,400 15,400
Trade names    
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Cost Basis 299,488 299,488
Finite-Lived Intangible Assets, Accumulated Amortization 140,424 131,677
Finite-Lived Intangible Assets, Accumulated Impairment 10,200 10,200
Finite-Lived Intangible Assets, Net Carrying Value $ 148,864 $ 157,611
Trade names | Minimum    
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Estimated Useful Life (In Years) 2 years 2 years
Trade names | Maximum    
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Estimated Useful Life (In Years) 40 years 40 years
Customer relationships    
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Cost Basis $ 44,200 $ 44,200
Finite-Lived Intangible Assets, Accumulated Amortization 17,141 14,852
Finite-Lived Intangible Assets, Accumulated Impairment 4,005 4,005
Finite-Lived Intangible Assets, Net Carrying Value $ 23,054 $ 25,343
Customer relationships | Minimum    
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Estimated Useful Life (In Years) 15 years 15 years
Customer relationships | Maximum    
Goodwill and Intangible Assets    
Finite-Lived Intangible Assets, Estimated Useful Life (In Years) 16 years 16 years
v3.25.1
GOODWILL AND INTANGIBLE ASSETS (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Goodwill and Intangible Assets      
Amortization of intangible assets $ 11,036 $ 12,082 $ 12,111
2025 11,000    
2026 11,000    
2027 10,900    
2028 10,700    
Goodwill, impairment loss 0 0 $ 0
Allen Edmonds      
Goodwill and Intangible Assets      
Goodwill, impairment loss $ 0 $ 0  
v3.25.1
FINANCING ARRANGEMENTS (Details) - Revolving Credit Facility [Member] - USD ($)
$ in Millions
12 Months Ended
Oct. 05, 2021
Feb. 01, 2025
Feb. 03, 2024
Long-term and Short-term Financing Arrangements      
Total long-term line of credit   $ 219.5  
Letters of credit outstanding, amount   8.2  
Line of credit facility, remaining borrowing capacity   272.3  
Line of Credit Facility, Maximum Month-end Outstanding Amount   261.5 $ 366.5
Line of Credit Facility, Average Outstanding Amount   $ 201.5 $ 267.9
Debt, Weighted Average Interest Rate   6.20% 6.70%
Fifth Amendment to Fourth Amended and Restated Credit Agreement      
Long-term and Short-term Financing Arrangements      
Line of credit facility, decrease in maximum borrowing capacity $ 100.0    
Line of credit facility, maximum borrowing capacity 500.0    
Line of credit facility, option to increase, amount $ 250.0    
Debt instrument, decrease in basis spread on variable rate 0.75%    
Line of credit facility, excess availability, percent to trigger debt restrictions 10.00%    
Line of credit facility, excess availability to trigger debt restrictions $ 40.0    
Line of credit facility, fixed charge coverage ratio to trigger debt restrictions 1.25    
v3.25.1
LEASES (Details)
$ in Thousands
12 Months Ended
Feb. 01, 2025
USD ($)
location
Feb. 03, 2024
USD ($)
Leases    
Right-of-use asset obtained in exchange for operating lease liability $ 182,100  
Number of Lease commitments | location 6  
Operating lease liability $ 607,045  
Lease right-of-use assets $ 564,330 $ 528,029
Fiscal Year 2025    
Leases    
Number of anticipated leases next fiscal year | location 4  
Operating lease liability $ 3,200  
Lease right-of-use assets $ 3,200  
Fiscal Year 2026    
Leases    
Number of anticipated leases next fiscal year | location 2  
Operating lease liability $ 4,100  
Lease right-of-use assets $ 4,100  
v3.25.1
LEASES - Weighted-average Lease Term and Discount Rate (Details)
Feb. 01, 2025
Feb. 03, 2024
LEASES    
Weighted-average remaining lease term (in years) 6 years 1 month 6 days 5 years 8 months 12 days
Weighted-average discount rate 5.20% 4.90%
v3.25.1
LEASES - Components of Lease Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
LEASES      
Operating lease expense $ 160,832 $ 156,849 $ 148,299
Variable lease expense 46,672 42,983 40,233
Short-term lease expense 1,149 2,757 4,059
Sublease income     (59)
Total lease expense $ 208,653 $ 202,589 $ 192,532
v3.25.1
LEASES - Future Minimum Rent Payments (Details)
$ in Thousands
Feb. 01, 2025
USD ($)
LEASES  
2025 $ 188,415
2026 141,915
2027 109,694
2028 76,703
2029 52,979
Thereafter 130,861
Total minimum operating lease payments 700,567
Less imputed interest (93,522)
Present value of lease obligations $ 607,045
v3.25.1
LEASES - Supplemental Cash Flow Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
LEASES      
Cash paid for lease obligations $ 158,156 $ 181,420 $ 167,163
Cash received from sublease income     $ 59
v3.25.1
FAIR VALUE MEASUREMENTS (Details) - USD ($)
$ in Millions
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Intangible Assets, Impairment $ 0.0 $ 0.0 $ 0.0
Long-lived assets held and used $ 626.2 $ 579.1 $ 562.2
Restricted Stock Units (RSUs) [Member]      
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Share-based compensation arrangement by share-based payment award, award vesting period 1 year    
v3.25.1
FAIR VALUE MEASUREMENTS - Assets and Liabilities Measured on a Recurring Basis (Details) - Fair Value, Recurring [Member] - USD ($)
$ in Thousands
Feb. 01, 2025
Feb. 03, 2024
Fair Value Measurements - Assets and Liabilities Measured on a Recurring Basis    
Non-qualified deferred compensation plan assets $ 10,939 $ 9,494
Non-qualified deferred compensation plan liabilities (10,939) (9,494)
Non-qualified restoration plan assets 444 271
Non-qualified restoration plan liabilities (444) (271)
Deferred compensation plan liabilities for non-employee directors (1,039) (1,921)
Restricted stock units for non-employee directors (1,130) (2,606)
Fair Value, Inputs, Level 1 [Member]    
Fair Value Measurements - Assets and Liabilities Measured on a Recurring Basis    
Non-qualified deferred compensation plan assets 10,939 9,494
Non-qualified deferred compensation plan liabilities (10,939) (9,494)
Non-qualified restoration plan assets 444 271
Non-qualified restoration plan liabilities (444) (271)
Deferred compensation plan liabilities for non-employee directors (1,039) (1,921)
Restricted stock units for non-employee directors (1,130) (2,606)
Fair Value, Inputs, Level 2 [Member]    
Fair Value Measurements - Assets and Liabilities Measured on a Recurring Basis    
Non-qualified deferred compensation plan assets 0 0
Non-qualified deferred compensation plan liabilities 0 0
Non-qualified restoration plan assets 0  
Non-qualified restoration plan liabilities 0  
Deferred compensation plan liabilities for non-employee directors 0 0
Restricted stock units for non-employee directors 0 0
Fair Value, Inputs, Level 3 [Member]    
Fair Value Measurements - Assets and Liabilities Measured on a Recurring Basis    
Non-qualified deferred compensation plan assets 0 0
Non-qualified deferred compensation plan liabilities 0 0
Non-qualified restoration plan assets 0  
Non-qualified restoration plan liabilities 0  
Deferred compensation plan liabilities for non-employee directors 0 0
Restricted stock units for non-employee directors $ 0 $ 0
v3.25.1
FAIR VALUE MEASUREMENTS- Impairment Charges (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Fair Value Measurements - Assets and Liabilities Measured on a Recurring Basis      
Impairment, Long-Lived Asset, Held-for-Use $ 1,864 $ 749 $ 1,803
Impairment, Long-Lived Asset, Held-for-Use, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring Charges, Selling, General and Administrative Expense Restructuring Charges, Selling, General and Administrative Expense Restructuring Charges, Selling, General and Administrative Expense
Famous footwear      
Fair Value Measurements - Assets and Liabilities Measured on a Recurring Basis      
Impairment, Long-Lived Asset, Held-for-Use $ 1,448 $ 749 $ 200
Brand portfolio      
Fair Value Measurements - Assets and Liabilities Measured on a Recurring Basis      
Impairment, Long-Lived Asset, Held-for-Use $ 416   $ 1,603
v3.25.1
FAIR VALUE MEASUREMENTS - Fair Value of Other Financial Instruments (Details) - USD ($)
$ in Millions
Feb. 01, 2025
Feb. 03, 2024
Revolving Credit Facility [Member] | Fair Value, Inputs, Level 1 [Member]    
Fair Value of Financial Instruments    
Borrowings under revolving credit agreement $ 219.5 $ 182.0
v3.25.1
SHAREHOLDERS' EQUITY - Narratives (Details)
12 Months Ended 65 Months Ended
Feb. 01, 2025
Vote
$ / shares
shares
Feb. 03, 2024
$ / shares
shares
Jan. 28, 2023
shares
Feb. 01, 2025
Vote
$ / shares
shares
Mar. 10, 2022
shares
Sep. 02, 2019
shares
Common stock, par value (in dollars per share) | $ / shares $ 0.01 $ 0.01   $ 0.01    
Common stock voting rights | Vote 1     1    
Par value per share | $ / shares $ 1     $ 1    
Stock Repurchase Program, 2019            
Stock repurchase program, number of shares authorized to be repurchased           5,000,000
Repurchases of common stock       5,000,000    
Stock repurchase program, additional number of shares authorized to be repurchased 0     0    
Stock Repurchase Program, 2022            
Stock repurchase program, number of shares authorized to be repurchased         7,000,000  
Stock repurchase program, additional number of shares authorized to be repurchased 3,666,055     3,666,055    
Repurchases Related to Employee Share-based Awards            
Repurchases of common stock 1,938,324 763,000 2,622,845      
Share-based awards tendered 249,678 449,285 246,688      
v3.25.1
SHAREHOLDERS EQUITY - Company stock (Details) - shares
Feb. 01, 2025
Feb. 03, 2024
SHAREHOLDERS' EQUITY    
Authorized shares, Common 100,000,000 100,000,000
Outstanding shares, Common 33,631,764 35,490,019
Authorized shares, Preferred 1,000,000 1,000,000
v3.25.1
SHAREHOLDERS' EQUITY - Accumulated other comprehensive loss (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
BALANCE $ 567,570 $ 426,113 $ 323,387
Other comprehensive loss, net of tax (374) (7,686) (18,626)
BALANCE 605,949 567,570 426,113
Foreign Currency Translation      
BALANCE (1,098) (1,213) (788)
Other comprehensive income (loss) before reclassifications (4,691) 115 (425)
Amounts reclassified from accumulated other comprehensive loss 0 0 0
Tax benefit 0 0 0
Net reclassifications 0 0 0
Other comprehensive loss, net of tax (4,691) 115 (425)
BALANCE (5,789) (1,098) (1,213)
Pension and Other Postretirement Transactions      
BALANCE (33,406) (25,537) (7,818)
Other comprehensive income (loss) before reclassifications (1,284) (10,506) (19,776)
Amounts reclassified from accumulated other comprehensive loss 8,695 3,552 2,991
Tax benefit (2,238) (915) (934)
Net reclassifications 6,457 2,637 2,057
Other comprehensive loss, net of tax 5,173 (7,869) (17,719)
BALANCE (28,233) (33,406) (25,537)
Accumulated Other Comprehensive (Loss) Income      
BALANCE (34,504) (26,750) (8,606)
Other comprehensive income (loss) before reclassifications (5,975) (10,391) (20,201)
Amounts reclassified from accumulated other comprehensive loss 8,695 3,552 2,991
Tax benefit (2,238) (915) (934)
Net reclassifications 6,457 2,637 2,057
Other comprehensive loss, net of tax 482 (7,754) (18,144)
BALANCE $ (34,022) $ (34,504) $ (26,750)
v3.25.1
SHARE-BASED COMPENSATION (Details)
$ / shares in Units, $ in Thousands
12 Months Ended
Feb. 01, 2025
USD ($)
$ / shares
shares
Feb. 03, 2024
USD ($)
$ / shares
shares
Jan. 28, 2023
USD ($)
tranche
$ / shares
shares
Jan. 29, 2022
USD ($)
tranche
Jan. 30, 2021
tranche
SHARE-BASED COMPENSATION          
Share-based payment arrangement, expense $ 15,145 $ 14,804 $ 17,311    
Share-based compensation arrangement by share-based payment award shares issued in period | shares 80,069 537,267 703,452    
Effective income tax rate reconciliation, nondeductible expense share-based payment arrangement amount $ 2,600 $ 3,100 $ 600    
Granted, weighted-average grant date fair value (in dollars per share) | $ / shares $ 41.05 $ 23.12 $ 21    
Share-based Compensation Award Graded Vesting          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award, award vesting period     3 years    
Share-based Compensation Award Graded Vesting Tranche Two          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award, award vesting period   3 years      
Restricted stock          
SHARE-BASED COMPENSATION          
Share-based payment arrangement, expense $ 12,746 $ 12,579 $ 10,974    
Granted, total number of restricted shares (in shares) | shares 346,686 603,121 848,678    
Share-based compensation arrangement by share-based payment award equity instruments other than options vested in period grant date fair value $ 13,000 $ 7,000 $ 6,800    
Share-based compensation arrangement by share-based payment award equity instruments other than options vested in period fair value 23,100 $ 12,200 $ 11,500    
Share-based payment arrangement, nonvested award excluding option cost not yet recognized amount $ 11,500        
Granted, weighted-average grant date fair value (in dollars per share) | $ / shares $ 39.77 $ 23.13 $ 21.76    
Share-based payment arrangement nonvested award cost not yet recognized period for recognition 1 year 6 months        
Deferred Compensation Share-based Arrangements, Liability, Current and Noncurrent   $ 2,600      
Restricted stock | Share-based Compensation Award, Cliff-vesting, Tranche One          
SHARE-BASED COMPENSATION          
Granted, total number of restricted shares (in shares) | shares 13,692 23,268 10,470    
Share-based compensation arrangement by share-based payment award, award vesting period 1 year 1 year 1 year    
Restricted stock | Share-based Compensation Award, Cliff-vesting, Tranche Two          
SHARE-BASED COMPENSATION          
Granted, total number of restricted shares (in shares) | shares     63,614    
Share-based compensation arrangement by share-based payment award, award vesting period     2 years    
Restricted stock | Share-based Compensation Award Graded Vesting          
SHARE-BASED COMPENSATION          
Granted, total number of restricted shares (in shares) | shares 332,994 567,053 774,594    
Share-based compensation arrangement by share-based payment award, award vesting period 3 years 3 years      
Restricted stock | Share-based Compensation Award Graded Vesting Tranche One          
SHARE-BASED COMPENSATION          
Granted, total number of restricted shares (in shares) | shares   5,800      
Share-based compensation arrangement by share-based payment award, award vesting period 2 years 2 years      
Share-based compensation arrangement by share-based payment award, award performance percentage earned 50.00% 50.00%      
Share-based compensation arrangement by share-based payment award, award vesting rights percentage 50.00%        
Restricted stock | Share-based Compensation Award Graded Vesting Tranche One | Graded-vesting term of three years          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award, award vesting period     2 years    
Share-based compensation arrangement by share-based payment award, award vesting rights percentage     50.00%    
Restricted stock | Share-based Compensation Award Graded Vesting Tranche Two          
SHARE-BASED COMPENSATION          
Granted, total number of restricted shares (in shares) | shares   7,000      
Share-based compensation arrangement by share-based payment award, award vesting period 3 years 3 years      
Share-based compensation arrangement by share-based payment award, award performance percentage earned 50.00% 50.00%      
Share-based compensation arrangement by share-based payment award, award vesting rights percentage 50.00%        
Restricted stock | Share-based Compensation Award Graded Vesting Tranche Two | Maximum          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award, award vesting period   18 months      
Restricted stock | Share-based Compensation Award Graded Vesting Tranche Two | Graded-vesting term of three years          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award, award vesting period     3 years    
Share-based compensation arrangement by share-based payment award, award vesting rights percentage     50.00%    
Stock performance awards          
SHARE-BASED COMPENSATION          
Share-based payment arrangement, expense $ 1,410 $ 1,183 $ 5,190    
Granted, total number of restricted shares (in shares) | shares 165,854 276,434 77,750    
Share-based compensation arrangement by share-based payment award, award vesting period 3 years 3 years      
Share-based compensation arrangement by share-based payment award equity instruments other than options vested in period fair value $ 0 $ 13,800 $ 2,100    
Granted, weighted-average grant date fair value (in dollars per share) | $ / shares $ 41.05 $ 23.12      
Number of tranches | tranche     4    
Share-based payment arrangement nonvested award cost not yet recognized amount $ 2,100        
Share-based payment arrangement nonvested award cost not yet recognized period for recognition 1 year 7 months 6 days        
Stock performance awards | Minimum          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award, award performance percentage earned 0.00%        
Stock performance awards | Maximum          
SHARE-BASED COMPENSATION          
Granted, total number of restricted shares (in shares) | shares 165,854 276,434 155,500    
Share-based compensation arrangement by share-based payment award, award performance percentage earned 200.00%        
Percentage of targeted award under share-based payment arrangement 100.00% 100.00%      
Stock performance awards | CFO          
SHARE-BASED COMPENSATION          
Granted, weighted-average grant date fair value (in dollars per share) | $ / shares     $ 13.05    
Number of shares approved for accelerated vesting | shares     30,000    
Number of tranches of award accelerated under share based payment awards | tranche     2 2 2
Stock performance awards | Share-based Compensation Award Accelerated Vesting | CFO          
SHARE-BASED COMPENSATION          
Granted, weighted-average grant date fair value (in dollars per share) | $ / shares     $ 24.31    
Incremental expense related to accelerated award vesting     $ 400    
Restricted stock units          
SHARE-BASED COMPENSATION          
Share-based payment arrangement, expense $ 989 $ 1,042 1,147    
Granted, total number of restricted shares (in shares) | shares 27,690        
Share-based compensation arrangement by share-based payment award, award vesting period 1 year        
Share-based compensation arrangement by share-based payment award equity instruments other than options vested in period fair value $ 859 $ 1,186 998    
Granted, weighted-average grant date fair value (in dollars per share) | $ / shares $ 35.01        
Share-based compensation arrangement by share-based payment award equity instruments other than options grants in period dividend equivalent | shares 4,278        
Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Vested in Period, Dividend Equivalents | shares 3,972        
Share-based compensation arrangement by share-based payment award equity instruments other than options grants in period nonvested dividend equivalent | shares 306        
Share-based Compensation Arrangement by Share-based Payment Award, Non-Option Equity Instruments, Outstanding, Number, Ending Balance | shares 485,476 532,605      
Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Aggregate Intrinsic Value, Outstanding $ 8,900        
Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Aggregate Intrinsic Value, Vested 8,300        
Deferred Compensation Share-based Arrangements, Liability, Current and Noncurrent $ 1,100        
Restricted Stock Units (RSUs) Payable in Stock          
SHARE-BASED COMPENSATION          
Share-based Compensation Arrangement by Share-based Payment Award, Non-Option Equity Instruments, Outstanding, Number, Ending Balance | shares 348,761        
Restricted Stock Units (RSUs) Payable in Cash          
SHARE-BASED COMPENSATION          
Share-based Compensation Arrangement by Share-based Payment Award, Non-Option Equity Instruments, Outstanding, Number, Ending Balance | shares 136,715        
Long-term incentive award          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award, award vesting period       3 years  
Share based compensation arrangement by share based payment award, award performance period   3 years   3 years  
Share-based compensation arrangement by share-based payment award equity instruments other than options grants in period value     8,300 $ 7,300  
Long-term incentive award | Maximum          
SHARE-BASED COMPENSATION          
Share-based compensation arrangement by share-based payment award equity instruments other than options grants in period value     $ 16,600 $ 14,600  
v3.25.1
SHARE-BASED COMPENSATION - share-based compensation expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
SHARE-BASED COMPENSATION      
Share-based payment arrangement, expense $ 15,145 $ 14,804 $ 17,311
Restricted stock      
SHARE-BASED COMPENSATION      
Share-based payment arrangement, expense 12,746 12,579 10,974
Stock performance awards      
SHARE-BASED COMPENSATION      
Share-based payment arrangement, expense 1,410 1,183 5,190
Restricted stock units      
SHARE-BASED COMPENSATION      
Share-based payment arrangement, expense $ 989 $ 1,042 $ 1,147
v3.25.1
SHARE-BASED COMPENSATION - Restricted stock activity (Details) - $ / shares
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
SHARE-BASED COMPENSATION      
Nonvested, weighted-average grant date fair value, beginning (in dollars per share) $ 23.12 $ 13.64 $ 16.12
Granted, weighted-average grant date fair value (in dollars per share) 41.05 23.12 21
Vested, weighted-average grant date fair value (in dollars per share)   13.64 23.5
Forfeited, weighted-average grant date fair value (in dollars per share) 23.12 18.65 14.24
Nonvested, weighted-average grant date fair value, ending (in dollars per share) $ 30.33 $ 23.12 $ 13.64
Restricted stock      
SHARE-BASED COMPENSATION      
Number of Nonvested Shares, beginning (in shares) 1,512,421 1,603,960 1,390,397
Granted (in shares) 346,686 603,121 848,678
Vested (in shares) (620,800) (513,238) (525,399)
Forfeited (in shares) (96,988) (181,422) (109,716)
Number of Nonvested Shares, ending (in shares) 1,141,319 1,512,421 1,603,960
Nonvested, weighted-average grant date fair value, beginning (in dollars per share) $ 21.96 $ 18.57 $ 14.24
Granted, weighted-average grant date fair value (in dollars per share) 39.77 23.13 21.76
Vested, weighted-average grant date fair value (in dollars per share) 21.08 13.73 12.87
Forfeited, weighted-average grant date fair value (in dollars per share) 26.08 19.15 15.67
Nonvested, weighted-average grant date fair value, ending (in dollars per share) $ 27.6 $ 21.96 $ 18.57
v3.25.1
SHARE-BASED COMPENSATION - Performance share award activity (Details) - $ / shares
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
SHARE-BASED COMPENSATION      
Nonvested, weighted-average grant date fair value, beginning (in dollars per share) $ 23.12 $ 13.64 $ 16.12
Granted, weighted-average grant date fair value (in dollars per share) 41.05 23.12 21
Vested, weighted-average grant date fair value (in dollars per share)   13.64 23.5
Forfeited, weighted-average grant date fair value (in dollars per share) 23.12 18.65 14.24
Nonvested, weighted-average grant date fair value, ending (in dollars per share) $ 30.33 $ 23.12 $ 13.64
Stock performance awards      
SHARE-BASED COMPENSATION      
Number of Nonvested Shares, beginning (in shares) 268,648 281,000 390,750
Granted (in shares) 165,854 276,434 77,750
Vested (in shares)   (273,918) (172,500)
Forfeited (in shares) (21,886) (14,868) (15,000)
Number of Nonvested Shares, ending (in shares) 412,616 268,648 281,000
Granted, weighted-average grant date fair value (in dollars per share) $ 41.05 $ 23.12  
Stock performance awards | Maximum      
SHARE-BASED COMPENSATION      
Number of Nonvested Shares, beginning (in shares) 268,648 562,000 781,500
Granted (in shares) 165,854 276,434 155,500
Vested (in shares)   (547,836) (345,000)
Forfeited (in shares) (21,886) (21,950) (30,000)
Number of Nonvested Shares, ending (in shares) 412,616 268,648 562,000
v3.25.1
SHARE-BASED COMPENSATION - Restricted stock unit activity (Details) - $ / shares
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
SHARE-BASED COMPENSATION      
Nonvested, weighted-average grant date fair value, beginning (in dollars per share) $ 23.12 $ 13.64 $ 16.12
Granted, Weighted-Average Grant Date Fair Value (in dollars per share) 41.05 23.12 21
Vested, Weighted-Average Grant Date Fair Value (in dollars per share)   13.64 23.5
Nonvested, weighted-average grant date fair value, ending (in dollars per share) $ 30.33 $ 23.12 $ 13.64
Restricted stock units      
SHARE-BASED COMPENSATION      
Number of Vested RSUs, beginning (in shares) 480,270    
Granted, Number of Vested RSUs (in shares) 3,972    
Vested, Number of Vested RSUs (in shares) 46,842    
Settled, Number of Vested RSUs (in shares) (78,791)    
Number of Vested RSUs, ending (in shares) 452,293 480,270  
Number of Nonvested Shares, beginning (in shares) 52,335    
Granted, Number of Nonvested RSUs (in shares) 27,690    
Vested, Number of Nonvested RSUs (in shares) (46,842)    
Number of Nonvested Shares, ending (in shares) 33,183 52,335  
Total Number of RSUs, beginning (in shares) 532,605    
Granted, Total Number of RSUs (in shares) 31,662    
Settled, Total Number of RSUs (in shares) (78,791)    
Total Number of RSUs, ending (in shares) 485,476 532,605  
Total Number of RSUs Accrued, beginning (in shares) 515,159    
Granted, Total Number of RSUs Accrued (in shares) 22,534    
Vested, Total Number of RSUs Accrued (in shares) 15,512    
Settled, Total Number of RSUs Accrued (in shares) (78,791)    
Total Number of RSUs Accrued, ending (in shares) 474,414 515,159  
Nonvested, weighted-average grant date fair value, beginning (in dollars per share) $ 16.85    
Granted, Weighted-Average Grant Date Fair Value (in dollars per share) 35.01    
Vested, Weighted-Average Grant Date Fair Value (in dollars per share) 19.41    
Settled, Weighted-Average Grant Date Fair Value (in dollars per share) 41.27    
Nonvested, weighted-average grant date fair value, ending (in dollars per share) $ 28.38 $ 16.85  
v3.25.1
SHARE-BASED COMPENSATION - RSUs granted, vested and settled (Details) - Restricted stock units - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
SHARE-BASED COMPENSATION      
Weighted-average grant date fair value of RSUs granted $ 34.4 $ 19.92 $ 27.09
Fair value of RSUs vested $ 859 $ 1,186 $ 998
RSUs settled 78,791 17,017 114,242
v3.25.1
SHARE-BASED COMPENSATION - RSU compensation (income) expense and the related income tax provision (benefit) (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
SHARE-BASED COMPENSATION      
Compensation (income) expense $ (609) $ 579 $ 335
Income tax provision (benefit) 157 (149) (86)
Compensation (income) expense, net of tax $ (452) $ 430 $ 249
v3.25.1
COMMITMENTS AND CONTINGENCIES (Details) - Redfield Site
$ in Millions
12 Months Ended
Feb. 01, 2025
USD ($)
COMMITMENTS AND CONTINGENCIES  
Cumulative environmental remediation expense $ 34.7
Environmental exit costs, assets previously disposed, liability for remediation 9.3
Reserve for anticipated future remediation activities for off site remediation 4.9
Reserve for anticipated future remediation activities for on site remediation $ 4.4
Accrual for environmental loss contingencies, discount rate 4.80%
Accrual for environmental loss contingencies, gross, total $ 12.2
Accrual for environmental loss contingencies, undiscounted, first year 0.2
Accrual for environmental loss contingencies, undiscounted, second year 0.1
Accrual for environmental loss contingencies, undiscounted, third year 0.1
Accrual for environmental loss contingencies, undiscounted, fourth year 0.1
Accrual for environmental loss contingencies, undiscounted, fifth Year 0.1
Accrual for environmental loss contingencies, undiscounted, after fifth year 11.6
Other noncurrent liabilities  
COMMITMENTS AND CONTINGENCIES  
Environmental exit costs, assets previously disposed, liability for remediation 8.4
Other accrued expenses  
COMMITMENTS AND CONTINGENCIES  
Environmental exit costs, assets previously disposed, liability for remediation $ 0.9
v3.25.1
SCHEDULE II - VALUATION AND QUALIFYING ACCOUNTS (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 01, 2025
Feb. 03, 2024
Jan. 28, 2023
Balance at Beginning of Period $ 21,497    
Balance at End of Period 16,147 $ 21,497  
Allowance for expected credit losses      
Balance at Beginning of Period 8,820 8,903 $ 9,601
Charged to Costs and Expenses (815) 1,018 (262)
Deductions (318) 1,101 436
Balance at End of Period 8,323 8,820 8,903
Customer allowances      
Balance at Beginning of Period 17,372 18,624 17,857
Charged to Costs and Expenses 24,967 28,535 27,559
Deductions 26,505 29,787 26,792
Balance at End of Period 15,834 17,372 18,624
Customer discounts      
Balance at Beginning of Period 4,125 3,293 2,472
Charged to Costs and Expenses 11,461 9,904 11,357
Deductions 13,753 9,072 10,536
Balance at End of Period 1,833 4,125 3,293
Inventory markdowns and other      
Balance at Beginning of Period 20,935 43,911 30,455
Charged to Costs and Expenses 36,791 36,485 53,787
Deductions 40,032 59,461 40,331
Balance at End of Period 17,694 20,935 43,911
Deferred tax asset valuation allowance      
Balance at Beginning of Period 7,153 39,540 58,959
Charged to Costs and Expenses (3,747) (32,387) (19,419)
Balance at End of Period $ 3,406 $ 7,153 $ 39,540