Steven Madden Ltd. (SHOO)
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.
Steven Madden (SHOO) Q3 Earnings and Revenues Lag Estimates
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.
SHOO's Margins Are Under Pressure Amid Tariffs & Supply-Chain Strains
Steven Madden's fiscal second-quarter earnings have dropped nearly 65% as tariffs, order delays and supply-chain strains pressured margins.
SHOO Q2 Earnings Lag Estimates, Wholesale Revenues Decline Y/Y
Steven Madden misses Q2 estimates as wholesale revenues drop and tariffs squeeze margins, prompting a 9.3% stock slide.
Steven Madden's 2Q25 Shows How Impactful Tariffs Are
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: Tariffs Aren't The Only Issue
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. (SHOO) Q2 2025 Earnings Call Transcript
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.
Steven Madden (SHOO) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Steven Madden (SHOO) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Steven Madden (SHOO) Lags Q2 Earnings and Revenue Estimates
Steven Madden (SHOO) came out with quarterly earnings of $0.2 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.57 per share a year ago.
Steven Madden (SHOO) Up 3.4% Since Last Earnings Report: Can It Continue?
Steven Madden (SHOO) reported earnings 30 days ago. What's next for the stock?
Steven Madden: Cautious Outlook, But International Expansion Offers Promise
Steven Madden posted flat Q1 sales but beat earnings expectations, highlighting resilience amid US market maturity and macroeconomic headwinds. The Kurt Geiger acquisition expands international reach, supporting long-term growth potential, especially in Europe, despite near-term integration risks. The stock trades at a discount versus peers, offers a 3.4% dividend yield, and maintains a strong balance sheet with positive cash flow.
Steven Madden, Ltd. (SHOO) Q1 2025 Earnings Call Transcript
Steven Madden, Ltd. (NASDAQ:SHOO ) Q1 2025 Earnings Call May 7, 2025 8:30 AM ET Company Participants Danielle McCoy - Investor Relations Ed Rosenfeld - Chairman and Chief Executive Officer Zine Mazouzi - Chief Financial Officer and Executive Vice President, Operations Conference Call Participants Kelly Crago - Citi Anna Andreeva - Piper Sandler Jay Sole - UBS Laura Champine - Loop Sam Poser - Williams Trading Aubrey Tianello - BNP Paribas Tom Nikic - Needham.
