Steven Madden (NASDAQ:SHOO) Releases Earnings Results, Beats Estimates By $0.02 EPS

Steven Madden (NASDAQ:SHOO) announced its quarterly earnings results on Wednesday. The textile maker reported $0.48 EPS for the quarter, topping the consensus estimate of $0.46 by $0.02, FiscalAI reports. The firm had revenue of $753.70 million for the quarter, compared to analyst estimates of $758.53 million. Steven Madden had a net margin of 2.38% and a return on equity of 14.28%. Steven Madden’s revenue for the quarter was up 29.6% compared to the same quarter last year. During the same period last year, the business earned $0.55 EPS.

Here are the key takeaways from Steven Madden’s conference call:

• Brand momentum and Kurt Geiger acquisition: Steve Madden returned to growth with stronger AURs and marketing traction (online searches +10% YoY in Q4), Kurt Geiger delivered pro forma +11% revenue in 2025 and is expected to grow similarly in 2026, and Dolce Vita is forecasted for high single-digit growth — all positioning branded businesses to drive growth.
• Private label severely impacted by tariffs: Private label revenue fell ~15% in 2025 and the company expects nearly a 20% decline in 2026 (potentially ~$70M less), driven by price sensitivity in mass channels where the company lacks brand pricing leverage.
• Top-line guidance but no EPS guidance: Management gave 2026 revenue guidance of +9%–11% (Q1 +15%–17%) but withheld earnings guidance because of ongoing tariff policy uncertainty, creating mixed visibility for investors.
• Margin and expense pressures: Although consolidated gross margin improved in Q4 to 43.8%, net income declined year-over-year and the company flagged higher SG&A (normalizing incentive pay, restored salaries), plus warehouse/fulfillment and integration costs that will pressure operating margins.

Steven Madden Stock Performance

Steven Madden stock traded down $2.16 during trading hours on Wednesday, reaching $35.20. 1,443,091 shares of the stock were exchanged, compared to its average volume of 1,547,245. The stock has a market cap of $2.56 billion, a P/E ratio of 44.55 and a beta of 1.11. The firm’s 50 day moving average is $42.21 and its 200 day moving average is $37.33. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.08 and a current ratio of 1.91. Steven Madden has a 52-week low of $19.05 and a 52-week high of $46.88.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Zacks Research cut Steven Madden from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. Piper Sandler boosted their price objective on Steven Madden from $40.00 to $50.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Wall Street Zen raised Steven Madden from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Steven Madden in a report on Thursday, January 22nd. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $50.00 price target on shares of Steven Madden in a research note on Thursday, February 19th. Five investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $42.38.

Hedge Funds Weigh In On Steven Madden

A number of large investors have recently modified their holdings of SHOO. Los Angeles Capital Management LLC purchased a new stake in shares of Steven Madden in the fourth quarter valued at approximately $30,000. Global Retirement Partners LLC grew its position in Steven Madden by 1,064.3% during the fourth quarter. Global Retirement Partners LLC now owns 815 shares of the textile maker’s stock worth $34,000 after buying an additional 745 shares during the period. Kestra Advisory Services LLC acquired a new stake in shares of Steven Madden during the 4th quarter valued at approximately $43,000. EverSource Wealth Advisors LLC boosted its stake in shares of Steven Madden by 86.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,045 shares of the textile maker’s stock worth $25,000 after acquiring an additional 485 shares in the last quarter. Finally, Smartleaf Asset Management LLC grew its holdings in shares of Steven Madden by 58.1% in the 4th quarter. Smartleaf Asset Management LLC now owns 2,088 shares of the textile maker’s stock worth $88,000 after acquiring an additional 767 shares during the period. 99.88% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Steven Madden

Here are the key news stories impacting Steven Madden this week:

• Positive Sentiment: Q4 EPS slightly beat estimates — reported $0.48 vs. consensus $0.46, and revenue grew 29.6% year-over-year. This shows ongoing top-line momentum. Press Release
• Neutral Sentiment: Company gave a FY2026 revenue outlook of roughly $2.7B–$2.8B (in line with consensus), providing some top-line visibility even though EPS guidance was not provided. Guidance Release
• Negative Sentiment: Management withheld a profit/earnings forecast citing tariff uncertainty — investors dislike the increased uncertainty around margins and costs, which pressured the stock. Article: Withholds Profit Forecast
• Negative Sentiment: Revenue missed the Street narrowly ($753.7M vs. $758.5M est.) and EPS is down year-over-year (Q4 EPS $0.48 vs. $0.55 a year ago); net margin is low (~2.4%), highlighting margin pressure despite sales growth. Earnings Snapshot

About Steven Madden

Steven Madden, Inc (NASDAQ: SHOO) is a New York–based designer and marketer of fashion footwear, handbags and accessories. The company’s product portfolio spans a range of contemporary and lifestyle brands for women, men and children, including its core Steve Madden label as well as the Madden Girl and Dolce Vita brands. In addition to footwear, the company licenses its trademarks for use on apparel, eyewear and other fashion accessories.

Steven Madden distributes its products through multiple channels, including wholesale partners, e-commerce platforms and its own brick-and-mortar retail stores.