Steven Madden

SHOO

Market cap $2.8B

SHOO's DTC revenues jump 79.9% y/y in Q4 as e-commerce outpaces stores and full-price demand improves, fueling optimism for continued 2026 growth.

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

DUBAI, United Arab Emirates, March 27, 2026 (GLOBE NEWSWIRE) -- During Ramadan, and at a time when compassion and unity matter more than ever, Apparel Group brought together leading NGOs across the region for a collaboration dedicated to supporting children of determination. Mobilising its platform alongside trusted partners including Al Jalila Foundation in the UAE, Down Syndrome Charitable Association in Saudi Arabia, Qatar Charity, the Ministry of Social Development in Bahrain, and the Committee of Zakah of Muttrah in Oman, the initiative reflected a collective commitment to meaningful giving, strengthening communities and extending support to children and families across the region.

Steven Madden, Ltd. delivered strong Q4 '25 top line results, especially in owned brands, but margins remain pressured and private label continues to decline. Despite positive 2026 top line guidance and potential margin recovery, SHOO's valuation at 15/16x P/E appears fair to aggressive for a consumer discretionary name. Tariff uncertainty remains a material risk, with SHOO still exposed to China for 40% of production after costly restructuring efforts.

The apparel company reported adjusted earnings per share of 48 cents, beating the analyst consensus estimate of 47 cents.

Although the revenue and EPS for Steven Madden (SHOO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The shoe designer's stock fell after it held off on providing a profit guidance like it said it would, citing uncertainties created by the Supreme Court's tariff decision.

Steven Madden (SHOO) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.55 per share a year ago.

Steven Madden delivers a Q4 earnings beat as revenues rises 29% y/y on the Kurt Geiger acquisition, offsetting a profit decline and tariff headwinds.

Steven Madden, Ltd. (SHOO) Q4 2025 Earnings Call Transcript