Steven Madden (SHOO)
NASDAQ:SHOO
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but constructive picture: strong consolidated revenue growth (largely driven by the Kurt Geiger acquisition), robust DTC performance, meaningful gross margin expansion, and an upward revision to full-year revenue guidance with newly introduced EPS guidance. However, Q1 profitability declined (lower operating income and EPS), SG&A rose materially due to acquisition-related and incentive/warehouse costs, organic revenue (ex-Kurt Geiger) softened due to private label and handbag weakness, inventory and regional (Middle East) disruptions pose risks, and tariff/freight headwinds remain. On balance the company emphasized momentum, raised guidance, and outlined a path back to earnings growth, but near-term profit and cost pressures and geopolitical/tariff uncertainties temper the outlook.Company Guidance
Consolidated Revenue Growth (Including Kurt Geiger)
Consolidated revenue of $653.1 million, up 18% year-over-year, driven primarily by the Kurt Geiger acquisition.
Direct-to-Consumer Strength
DTC revenue of $206.0 million, up 83.8% year-over-year; excluding Kurt Geiger, DTC grew 8% with strength in both brick-and-mortar and e-commerce channels. Steven Madden U.S. DTC comp sales increased 17%.
Brand Momentum and Marketing Impact
Steven Madden showed strong product momentum (casuals, dress shoes, boots) with online searches up 27% and global DTC comps up 6% (10% excluding Middle East); marketing spend increased to ~5.3% of revenue to support full-funnel customer acquisition.
Kurt Geiger Outperformance and Raised Outlook
Kurt Geiger revenue grew 23% on a pro forma basis in Q1, exceeded expectations, prompting an increase in Kurt Geiger full-year forecast to mid-teens pro forma revenue growth and company guidance raise to 10–12% consolidated revenue growth for FY26.
Improved Gross Margin
Consolidated gross margin expanded to 46.3%, a 540 basis point improvement versus prior year; wholesale gross margin improved to 39.2% (vs. 35.7%) and DTC gross margin was 60.8% (vs. 60.1%).
Brand-Specific Growth Plans
Steven Madden guidance remains mid- to high-single-digit revenue growth; Dolce Vita expected high single-digit revenue growth; Kurt Geiger expansion includes leases for new U.S. stores and a franchise agreement with Reliance Brands to enter India in Q4.
Introduced EPS Guidance and Capital Decisions
Company introduced FY26 EPS guidance of $2.00–$2.10 and board approved a quarterly cash dividend of $0.21 per share; priority for tariff refund proceeds is debt paydown before considering share repurchases in H2.
Other Positive Retail Signals
Wholesale accessories/apparel grew 15.1% YoY (or only down 0.5% excluding Kurt Geiger); department store reorders and off-price channel showing improvement; licensing royalty income rose to $3.4M from $2.2M.
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 |
|---|---|---|---|
May 06, 2026 | $37.69 | $40.02 | +6.18% |
Feb 25, 2026 | $37.13 | $35.60 | -4.12% |
Nov 05, 2025 | $32.48 | $36.91 | +13.64% |
Jul 30, 2025 | $25.86 | $23.45 | -9.33% |
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 Aug 05, 2026, Before Open (Confirmed).
What is Steven Madden (SHOO) earnings time?
Steven Madden (SHOO) earnings time is at Aug 05, 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 (Q2) is 0.31.