Steven Madden (SHOO) reported earnings 30 days ago. What's next for the stock?
While the top- and bottom-line numbers for Steven Madden (SHOO) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Steve Madden reported weak 3Q25 results, with core wholesale revenues and margins significantly impacted, excluding Kurt Geiger acquisitions. SHOO is highly exposed to China tariffs, which continue to pressure margins and operating profitability, with no repeal yet in place. Temporary revenue losses are expected to normalize, but ongoing tariff uncertainty keeps future margin recovery in question.
Steven Madden (SHOO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Steven Madden's Q3 results fall short of estimates, but upbeat Q4 guidance and signs of recovery send shares up 13.6%.
Steven Madden, Ltd. ( SHOO ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Danielle McCoy - Vice President of Corporate Development & Investor Relations Edward Rosenfeld - Chairman & CEO Zine Mazouzi - CFO & Executive VP of Operations Conference Call Participants Kelly Crago - Citigroup Inc., Research Division Anna Andreeva - Piper Sandler & Co., Research Division Jay Sole - UBS Investment Bank, Research Division Abigail Zvejnieks Marni Shapiro - The Retail Tracker Corey Tarlowe - Jefferies LLC, Research Division Tom Nikic Janine Hoffman Stichter - BTIG, LLC, Research Division Dana Telsey - Telsey Advisory Group LLC Presentation Operator Good day, and thank you for standing by.
Steven Madden (SHOO) came out with quarterly earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.91 per share a year ago.
Steven Madden's fiscal second-quarter earnings have dropped nearly 65% as tariffs, order delays and supply-chain strains pressured margins.
Steven Madden misses Q2 estimates as wholesale revenues drop and tariffs squeeze margins, prompting a 9.3% stock slide.
Steven Madden 2Q25 results showed a dramatic deterioration in the wholesale business, with revenues and margins down significantly. Although part of the impact might revert in future quarters, this shows how impactful the tariff transition will be for businesses like SHOO. In addition, the company moved from a net cash position to a net debt position, because of the acquisition of Kurt Geiger.
Steven Madden reported weak Q2 results, sending the stock down. The quarter has been underlined by a weak operating environment. Steven Madden's Chinese sourcing is under significant tariff pressure. More concerningly, Steven Madden's organic growth is weak. The company's brand momentum has halted with Steven Madden's seemingly declining relevance.
Steven Madden, Ltd. (NASDAQ:SHOO ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Danielle Marie McCoy - Vice President of Corporate Development & Investor Relations Edward R.