Steven Madden Ltd. (SHOO)
Steven Madden Wants To Return To Organic Growth, And Pricing Remains Aggressive
Steven Madden, Ltd. delivered strong Q4 '25 top line results, especially in owned brands, but margins remain pressured and private label continues to decline. Despite positive 2026 top line guidance and potential margin recovery, SHOO's valuation at 15/16x P/E appears fair to aggressive for a consumer discretionary name. Tariff uncertainty remains a material risk, with SHOO still exposed to China for 40% of production after costly restructuring efforts.
Steven Madden (SHOO) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Steven Madden (SHOO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Steven Madden (SHOO) Q4 Earnings and Revenues Surpass Estimates
Steven Madden (SHOO) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.55 per share a year ago.
SHOO Q4 Earnings Top Estimates, Revenues Jump Y/Y on Kurt Geiger Boost
Steven Madden delivers a Q4 earnings beat as revenues rises 29% y/y on the Kurt Geiger acquisition, offsetting a profit decline and tariff headwinds.
Steven Madden, Ltd. (SHOO) Q4 2025 Earnings Call Transcript
Steven Madden, Ltd. (SHOO) Q4 2025 Earnings Call Transcript
What Makes Steven Madden (SHOO) a New Strong Buy Stock
Steven Madden (SHOO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Steven Madden (SHOO) Up 12.3% Since Last Earnings Report: Can It Continue?
Steven Madden (SHOO) reported earnings 30 days ago. What's next for the stock?
Steven Madden (SHOO) Reports Q3 Earnings: What Key Metrics Have to Say
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 Is Back To Pre-Tariff Valuation Despite A Worse And Uncertain Outlook
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.
Will Steven Madden (SHOO) Gain on Rising Earnings Estimates?
Steven Madden (SHOO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
SHOO Q3 Earnings Lag Estimates, Shares Up on Promising Q4 Guidance
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 Transcript
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.
