Steven Madden

SHOO

Market cap $2.62B

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

~ Provides 2026 Revenue Outlook ~ LONG ISLAND CITY, N.Y., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Steven Madden, Ltd.

The Supreme Court struck down most of the Trump administration's tariffs, but uncertainty remains for store chains.

LONG ISLAND CITY, N.Y., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Steven Madden, Ltd. (NASDAQ: SHOO), a leading designer and marketer of fashion-forward footwear, accessories and apparel, today announced that the Company plans to release its fourth quarter and fiscal year end 2025 earnings results on Wednesday, February 25, 2026. Management will host a conference call to review the results at 8:30 a.m. Eastern Time.