Earnings summaries and quarterly performance for STEVEN MADDEN.
Executive leadership at STEVEN MADDEN.
Board of directors at STEVEN MADDEN.
Research analysts who have asked questions during STEVEN MADDEN earnings calls.
Aubrey Tianello
BNP Paribas
8 questions for SHOO
Also covers: CROX, ONON
Dana Telsey
Telsey Advisory Group
8 questions for SHOO
Also covers: , AEO, AKA +44 more
Anna Andreeva
Piper Sandler
7 questions for SHOO
Also covers: AS, BIRK, CHWY +10 more
MS
Marni Shapiro
The Retail Tracker
6 questions for SHOO
Also covers: AEO, ANF, BBWI +10 more
Corey Tarlowe
Jefferies
5 questions for SHOO
Also covers: AEO, ANF, BOOT +14 more
JS
Jay Sole
UBS
5 questions for SHOO
Also covers: , AEO, AS +27 more
KC
Kelly Crago
Citigroup Inc.
5 questions for SHOO
Also covers: ANF, BBWI, CRI +6 more
TN
Tom Nikic
Wedbush Securities
5 questions for SHOO
Also covers: COLM, CROX, FL +6 more
Janine Stichter
BTIG
4 questions for SHOO
Also covers: AEO, ANF, BIRK +13 more
PL
Paul Lejuez
Citigroup
4 questions for SHOO
Also covers: , ACI, AEO +37 more
JH
Janine Hoffman Stichter
Stifel
3 questions for SHOO
Also covers: , BIRK, FL +6 more
LC
Laura Champine
Loop Capital Markets LLC
3 questions for SHOO
Also covers: BMBL, CAL, COST +7 more
Sam Poser
Williams Trading LLC
3 questions for SHOO
Also covers: BIRK, BOOT, CROX +5 more
JR
James Ross
Williams Trading
2 questions for SHOO
Samuel Poser
Williams Trading, LLC
2 questions for SHOO
Also covers: BIRK, BOOT, CROX +5 more
Ethan Saghi
BTIG
1 question for SHOO
Also covers: BOOT, CURV, OXM +1 more
Matt Quigley
Needham & Company
1 question for SHOO
NK
Natalie Koltermann
UBS Group
1 question for SHOO
Recent press releases and 8-K filings for SHOO.
Steven Madden Reports Q4 and Full Year 2025 Results, Provides 2026 Revenue Outlook
SHOO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Steven Madden reported Q4 2025 consolidated revenue of $753.7 million, a 29.4% increase year-over-year, and full-year 2025 revenue of $2.5 billion, up 11%. Net income for Q4 2025 was $34.3 million ($0.48 per diluted share), and for full-year 2025 was $120.9 million ($1.70 per diluted share).
- The company projects full-year 2026 revenue to increase 9%-11% compared to 2025, with Q1 2026 revenue expected to increase 15%-17%. However, earnings guidance is not being provided due to significant uncertainty related to U.S. tariff policy.
- The newly acquired Kurt Geiger brand grew 11% in 2025 on a pro forma basis and is expected to grow similarly in 2026, while the flagship Steve Madden brand returned to growth in Q4 2025 and is anticipated to achieve mid to high single-digit revenue growth in 2026. Conversely, the private label business declined 15% in 2025 and is projected to decline nearly 20% in 2026 due to tariff impacts.
- Higher SG&A expenses are anticipated in 2026, influenced by the full-year inclusion of Kurt Geiger, normalization of incentive compensation, restoration of senior executive salaries (an estimated $0.14-$0.15 impact), and continued warehouse and fulfillment cost pressures.
3 days ago
Steven Madden Reports Q4 and Full-Year 2025 Results, Provides 2026 Revenue Outlook
SHOO
Earnings
Guidance Update
M&A
- Steven Madden reported Q4 2025 consolidated revenue of $753.7 million, a 29.4% increase compared to Q4 2024, and full-year 2025 revenue of $2.5 billion, up 11% compared to 2024. Net income attributable to Steven Madden, Ltd. for Q4 2025 was $34.3 million or $0.48 per diluted share, and for the full year 2025 was $120.9 million or $1.70 per diluted share.
- The company projects full-year 2026 revenue to increase 9%-11% compared to 2025, with Q1 2026 revenue expected to increase 15%-17%. However, no earnings guidance was provided for 2026 due to significant uncertainty related to recent developments in tariff policy in the United States.
- The Kurt Geiger acquisition, which closed on May 6, 2025, was a strong contributor, with its brand revenue growing 11% on a pro forma basis in 2025 and similar growth expected in 2026. Conversely, the private label business experienced a 15% decline in revenue in 2025 and is anticipated to decline nearly 20% further in 2026.
- The board of directors approved a quarterly cash dividend of $0.21 per share, payable on March 20, 2026, to stockholders of record as of March 11, 2026.
3 days ago
Steven Madden Announces Fourth Quarter and Full Year 2025 Results
SHOO
Earnings
Guidance Update
Dividends
- Steven Madden, Ltd. reported Q4 2025 revenue increased 29.4% to $753.7 million and full year 2025 revenue increased 11.0% to $2,534.1 million.
- For Q4 2025, diluted EPS was $0.32 (GAAP) and $0.48 (Adjusted), while for the full year 2025, diluted EPS was $0.63 (GAAP) and $1.70 (Adjusted).
- The company expects 2026 revenue to increase 9% to 11% compared to 2025, but did not provide earnings guidance due to uncertainty related to tariff policy.
- A quarterly cash dividend of $0.21 per share was approved, payable on March 20, 2026, to stockholders of record as of March 11, 2026.
- CEO Edward Rosenfeld highlighted above-guidance earnings for Q4, driven by core Steve Madden footwear and the newly acquired Kurt Geiger, but anticipates pressure on the private label business and higher SG&A in 2026.
3 days ago
Steve Madden Reports Q3 2025 Results and Provides Q4 2025 Guidance
SHOO
Earnings
Guidance Update
Demand Weakening
- Steve Madden reported Q3 2025 consolidated revenue of $667.9 million, a 6.9% increase compared to Q3 2024, but a 14.8% decrease excluding the newly acquired Kurt Geiger.
- Net income attributable to Steve Madden Ltd. was $30.4 million, or $0.43 per diluted share, down from $64.8 million, or $0.91 per diluted share in Q3 2024.
- Consolidated gross margin was 43.4%, up from 41.6% in the prior year, primarily due to the impact of Kurt Geiger's higher direct-to-consumer mix, despite tariff pressures on wholesale and direct-to-consumer gross margins.
- The company provided Q4 2025 guidance, expecting revenue to increase 27%-30% compared to Q4 2024 and earnings per share to be in the range of $0.41-$0.46.
- The third quarter was challenging, largely driven by the impact of new tariffs on goods imported into the United States, which led to wholesale customers cutting back on orders and shipment delays, though the company believes the worst is behind them.
Nov 5, 2025, 1:30 PM
Steve Madden Reports Q3 2025 Results and Q4 2025 Guidance
SHOO
Earnings
Guidance Update
Demand Weakening
- Steve Madden reported Q3 2025 consolidated revenue of $667.9 million, a 6.9% increase compared to Q3 2024, though consolidated revenue decreased 14.8% excluding the newly acquired Kurt Geiger. Diluted earnings per share (EPS) for the quarter was $0.43.
- The third quarter was significantly impacted by 145% tariffs on Chinese imports in April and May, which led to wholesale order reductions, shipment delays, and pressure on gross margins. Consolidated gross margin was 43.4%, up from 41.6% in Q3 2023 due to Kurt Geiger's higher direct-to-consumer (DTC) mix, but wholesale gross margin declined to 33.6% due to tariffs.
- For Q4 2025, the company expects revenue to increase 27%-30% compared to Q4 2024, with diluted EPS in the range of $0.41-$0.46. This guidance includes a Kurt Geiger revenue contribution of $182 million to $187 million.
- Despite tariff headwinds, underlying consumer demand for brands is strong, with the Steve Madden brand outperforming and Kurt Geiger London achieving mid-teens comparable sales growth in Q3.
Nov 5, 2025, 1:30 PM
Steve Madden Reports Q3 2025 Results and Provides Q4 2025 Guidance
SHOO
Earnings
Guidance Update
M&A
- Consolidated revenue for Q3 2025 was $667.9 million, a 6.9% increase compared to Q3 2024, but decreased 14.8% excluding the newly acquired Kurt Geiger.
- Net income attributable to Steve Madden Ltd. for Q3 2025 was $30.4 million, or $0.43 per diluted share, compared to $64.8 million or $0.91 per diluted share in Q3 2024.
- The third quarter was challenging, primarily due to the impact of new tariffs on Chinese imports, which reached 145% in April and May, leading to wholesale order cutbacks, shipment delays, and negative gross margin impacts.
- The company provided Q4 2025 guidance, expecting revenue to increase 27%-30% compared to Q4 2024, and earnings per share in the range of $0.41-$0.46.
- The board of directors approved a quarterly cash dividend of $0.21 per share, payable on December 26, 2025.
Nov 5, 2025, 1:30 PM
Steven Madden Announces Third Quarter 2025 Results and Fourth Quarter 2025 Outlook
SHOO
Earnings
Guidance Update
Dividends
- Steven Madden, Ltd. reported third quarter 2025 revenue of $667.9 million, a 6.9% increase compared to the same period in 2024. Net income attributable to Steven Madden, Ltd. was $20.5 million, or $0.29 per diluted share, while Adjusted net income was $30.4 million, or $0.43 per diluted share.
- Wholesale revenue for Q3 2025 decreased 10.7% to $442.7 million, while direct-to-consumer revenue increased 76.6% to $221.5 million.
- As of September 30, 2025, the company had $293.8 million in total debt outstanding and $108.9 million in cash, cash equivalents, and short-term investments, resulting in net debt of $185.0 million.
- The Board of Directors approved a quarterly cash dividend of $0.21 per share, payable on December 26, 2025.
- For the fourth quarter of 2025, the company expects revenue to increase 27% to 30% compared to the same period in 2024, with diluted EPS projected to be in the range of $0.30 to $0.35 and Adjusted diluted EPS in the range of $0.41 to $0.46.
Nov 5, 2025, 11:59 AM
Quarterly earnings call transcripts for STEVEN MADDEN.
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