The earnings call presents a mixed view with strong growth in the direct-to-consumer segment and successful integration of Kurt Geiger, contrasted by significant challenges due to tariffs affecting wholesale revenue and profitability. While certain segments like boots and international markets performed well, overall financial metrics such as operating income and net income saw considerable declines.

Company Guidance

During the Steve Madden Limited Second Quarter 2025 Earnings Conference Call, the company discussed significant challenges posed by new tariffs, which increased landed costs and pressured both revenue and earnings. Wholesale revenue was notably affected, with a 6.4% decline compared to Q2 2024, and a 12.8% decrease excluding the newly acquired Kurt Geiger. The direct-to-consumer segment, however, showed a 43.3% revenue increase, although it fell by 3% when excluding Kurt Geiger. The company's gross margin was 41.9%, slightly up from 41.5% in 2024, while net income was $13.9 million, or $0.20 per diluted share, compared to $41.2 million, or $0.57, in the previous year. Despite these short-term hurdles, the company is focusing on long-term growth strategies, including sourcing diversification, price adjustments, and the integration of Kurt Geiger, which is expected to be a significant growth driver. The company did not provide financial guidance for 2025 due to ongoing tariff-related uncertainties.

Revenue Growth in Direct-to-Consumer Segment

The direct-to-consumer segment's revenue increased by 43.3% to $195.5 million.

Successful Kurt Geiger Integration

The acquisition of Kurt Geiger is progressing smoothly, with strong momentum and confidence in its potential as a growth driver. The brand is seeing strong performance, especially in the U.S. market.

Positive Consumer Response to Price Increases

Despite the tariff impacts, consumers have shown acceptance of price increases, particularly in trending categories like dress shoes and boots.

Strong Performance in Nordstrom Anniversary Event

Steve Madden experienced the best sell-through performance in years during the Nordstrom anniversary event, indicating strong consumer interest in the brand's offerings.

International Growth

Excluding Kurt Geiger, international revenue grew about 8%, or 10% in constant currency, with growth across EMEA, APAC, and the Americas.

Steven Madden (SHOO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SHOO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.43 / -	0.91	―	―	―
Jul 30, 2025	2025 (Q2)	0.20 / 0.20	0.57	-64.91% (-0.37)	―
May 07, 2025	2025 (Q1)	0.45 / 0.60	0.65	-7.69% (-0.05)	―
Feb 26, 2025	2024 (Q4)	0.53 / 0.55	0.61	-9.84% (-0.06)	―
Nov 07, 2024	2024 (Q3)	0.89 / 0.91	0.88	3.41% (+0.03)	―
Jul 31, 2024	2024 (Q2)	0.53 / 0.57	0.47	21.28% (+0.10)	―
May 01, 2024	2024 (Q1)	0.56 / 0.65	0.5	30.00% (+0.15)	―
Feb 28, 2024	2023 (Q4)	0.57 / 0.61	0.44	38.64% (+0.17)	―
Nov 08, 2023	2023 (Q3)	0.86 / 0.88	0.79	11.39% (+0.09)	―
Aug 02, 2023	2023 (Q2)	0.46 / 0.47	0.63	-25.40% (-0.16)	―

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
Jul 30, 2025	$26.32	$23.86	-9.35%
May 07, 2025	$19.96	$23.22	+16.33%
Feb 26, 2025	$37.30	$34.30	-8.04%
Nov 07, 2024	$43.33	$44.67	+3.09%

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 Oct 29, 2025, Before Open (Confirmed).

What is Steven Madden (SHOO) earnings time?

Steven Madden (SHOO) earnings time is at Oct 29, 2025, 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 2025 (Q3) is 0.43.

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