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Steven Madden (SHOO)
NASDAQ:SHOO
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.52Last Year’s EPS
0.6Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: clear topline momentum driven by the Kurt Geiger acquisition, strong DTC and branded assortment performance (notably Steve Madden and Dolce Vita), and improved gross margin. However, substantial headwinds from new tariffs materially pressured private label revenue, compressed profitability (net income down ~37%), raised SG&A and fulfillment costs, and created policy-driven uncertainty that prevented earnings guidance. The company provided revenue guidance for 2026 (+9% to +11%) but withheld EPS guidance due to tariff volatility.Company Guidance
Q4 Consolidated Revenue Growth
Consolidated Q4 revenue of $753.7M, up 29.4% year-over-year; excluding the Kurt Geiger acquisition, consolidated revenue decreased 1.4%.
Full Year Revenue Increase
Total revenue for fiscal 2025 increased 11% to $2.5B versus $2.3B in 2024; excluding Kurt Geiger, full-year revenue declined 6.6%.
Strong Direct-to-Consumer Performance
Q4 DTC revenue $316.6M, up 79.9% YoY; excluding Kurt Geiger, DTC revenue increased 1.6%. U.S. DTC returned to comp growth in Q4 with full-price channels offsetting outlet weakness.
Wholesale Footwear Strength
Wholesale footwear revenue of $252.4M in Q4, up 11% YoY (up 5.5% excluding Kurt Geiger), driven by double-digit increases in Steve Madden and Dolce Vita.
Improved Consolidated Gross Margin
Consolidated gross margin expanded to 43.8% in Q4 from 40.4% a year ago; wholesale gross margin increased to 31.5% from 30.5%.
Brand Momentum and Product Strength
Steve Madden returned to growth in Q4 with online searches +10% YoY and ongoing momentum into 2026; elevated quality and AUR increases (Steve Madden DTC AUR up ~18% in Q4 driven by ~10% price increases plus mix).
Kurt Geiger Acquisition Driving Growth
Kurt Geiger acquisition (closed May 6, 2025) contributed meaningfully: Q4/2025 inclusion drove strong reported growth; Kurt Geiger London grew ~11% on a pro forma basis in 2025 and is expected to show similar growth in 2026.
Dolce Vita Continued Expansion
Dolce Vita finished ~ $240M+ in revenue for 2025, expanded internationally and into handbags; company expects high single-digit revenue growth for Dolce Vita in 2026.
SHOO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SHOO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $37.36 | $35.82 | -4.12% |
Nov 05, 2025 | $32.68 | $37.14 | +13.64% |
Jul 30, 2025 | $26.02 | $23.59 | -9.33% |
May 07, 2025 | $19.73 | $22.96 | +16.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Steven Madden (SHOO) report earnings?
Steven Madden (SHOO) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Steven Madden (SHOO) earnings time?
Steven Madden (SHOO) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SHOO EPS forecast?
SHOO EPS forecast for the fiscal quarter 2026 (Q1) is 0.52.