Steven Madden

SHOO

Market cap $3.31B

Steven Madden (SHOO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

The Shoes & Retail Apparel industry faces rising costs and soft demand, yet innovation, strong e-commerce gains and wellness-driven trends keep players like NKE, ADDYY, SHOO, WWW and CAL positioned for long-term growth.

Steven Madden (SHOO) reported earnings 30 days ago. What's next for the stock?

For 3Q25, the Macquarie Small Cap Value Fund Institutional class shares lagged the stronger return of its benchmark, the Russell 2000 Value Index. Stock selection and an underweight allocation detracted in the healthcare sector. Stock selection in technology detracted as the Fund's positions in the semiconductors and semiconductor equipment industries underperformed.

NKE and SHOO reveal contrasting strategies, demand trends and valuations as investors weigh stability against momentum.

While the top- and bottom-line numbers for Steven Madden (SHOO) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Steve Madden reported weak 3Q25 results, with core wholesale revenues and margins significantly impacted, excluding Kurt Geiger acquisitions. SHOO is highly exposed to China tariffs, which continue to pressure margins and operating profitability, with no repeal yet in place. Temporary revenue losses are expected to normalize, but ongoing tariff uncertainty keeps future margin recovery in question.

Steven Madden (SHOO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Steven Madden's Q3 results fall short of estimates, but upbeat Q4 guidance and signs of recovery send shares up 13.6%.

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.