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Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Steven Madden stock has delivered a strong 70.9% return over the past year, yet its valuation checks and current pricing suggest that the shares may not be a clear bargain at this point. Over the last 12 months, Steven Madden has returned 70.9%, which raises the question of whether recent gains already reflect much of the good news in the price. Recent easing in inflation and lower oil prices can support investor appetite for consumer discretionary stocks like Steven Madden. At the same time, any disappointment versus expectations around future earnings growth remains a key risk to how much investors are willing to pay for the stock. With a value score of 2 out of 6, Steven Madden currently screens as leaning expensive rather than a clear bargain on the broader valuation checks. The issue now is whether Steven Madden's current share price still offers enough value after this run, or whether expectations embedded in the valuation have moved too far ahead of the fundamentals. Steven Madden delivered 70.9% returns over the last year. See how this stacks up to the rest of the Luxury industry. The P/E ratio fits Steven Madden well because earnings remain a key yardstick for how the market is pricing its brand and profitability today. The stock currently trades on a P/E of about 42.0x, compared with a Luxury industry average of around 22.1x and a peer average of roughly 22.7x, so investors are paying a clear premium for each dollar of current earnings. The fair P/E ratio implied by broader fundamentals is around 30.0x, which still sits below where Steven Madden trades. As a result, the current market price embeds a richer earnings multiple than this framework suggests. Recent optimism around a possible Q2 earnings beat and outlook upgrade, as flagged by UBS Securities, may help explain why the P/E has stretched, but it also leaves less room if future results track closer to consensus expectations. Overall, Steven Madden stock currently screens as overvalued on its P/E multiple relative to both tailor-made and industry benchmarks. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives pick up where Steven Madden's valuation puzzle leaves off by spelling out which paths for g...

Let’s dig into the relative performance of Steven Madden (NASDAQ:SHOO) and its peers as we unravel the now-completed Q1 consumer discretionary - footwear earnings season. The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Footwear companies design, manufacture, and market shoes across athletic, casual, and luxury segments. Tailwinds include the global athleisure trend, growing health and fitness awareness driving sneaker demand, and expanding direct-to-consumer digital channels that improve brand control and margins. However, headwinds are notable: the industry faces intense competition and brand-switching behavior, heavy marketing spend requirements to maintain relevance, and exposure to volatile raw material and freight costs. Tariff risk from concentrated overseas manufacturing, primarily in Asia, remains a persistent concern. Additionally, inventory management is challenging given seasonal and trend-driven demand, with markdowns eroding profitability when styles miss consumer expectations. The 7 consumer discretionary - footwear stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.8%. Luckily, consumer discretionary - footwear stocks have performed well with share prices up 11.4% on average since the latest earnings results. As seen in the infamous Wolf of Wall Street movie, Steven Madden (NASDAQ:SHOO) is a fashion brand famous for its trendy and innovative footwear, appealing to a young and style-conscious audience. Steven Madden reported revenues of $653.1 million, up 18% year on year. This print exceeded analysts’ expectations by 0.7%. Overall, it was a strong quarter for the company with a beat of analysts’ EPS estimates. Edward Rosenfeld, Chairman and Chief Executive Officer, commented, “We got off to a solid start to the year in the first quarter, with healthy underlying demand across o...

LONG ISLAND CITY, N.Y., July 16, 2026--(BUSINESS WIRE)--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 second quarter 2026 earnings results on Thursday, July 30, 2026. Management will host a conference call to review the results at 8:30 a.m. Eastern Time. The live webcast of the management call can be accessed at the Company’s investor relations website at https://investor.stevemadden.com or by using the following link https://event.choruscall.com/mediaframe/webcast.html?webcastid=BqLiaYAB. An online archive of the broadcast will be available by accessing the Company’s investor relations website listed above. About Steve Madden Steve Madden designs, sources and markets fashion-forward footwear, accessories and apparel. In addition to marketing products under its own brands including Steve Madden®, Kurt Geiger London®, Dolce Vita®, Betsey Johnson®, Carvela®, Blondo® and ATM®, Steve Madden licenses footwear, handbags and other accessory categories for the Anne Klein® brand. Steve Madden also designs and sources products under private label brand names for various retailers. Steve Madden’s wholesale distribution includes department stores, mass merchants, off-price retailers, shoe chains, online retailers, national chains, specialty retailers and independent stores. Steve Madden also directly operates brick-and-mortar retail stores, e-commerce websites and concessions in certain international markets. In addition, Steve Madden licenses certain of its brands to third parties for the marketing and sale of certain products in the apparel, accessory and home categories. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716970271/en/ Contacts Steven Madden, Ltd.VP of Corporate Development & Investor RelationsDanielle [email protected]

Steven Madden (SHOO) is likely to report a small Q2 earnings beat and raise its fiscal 2026 outlook,

A month has gone by since the last earnings report for Steven Madden (SHOO). Shares have added about 12.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Steven Madden due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Steven Madden, Ltd. before we dive into how investors and analysts have reacted as of late. Steven Madden reported fiscal first-quarter 2026 results, wherein both the top and bottom lines surpassed the Zacks Consensus Estimate. The top line increased year over year. The company highlighted strong momentum across its core brands, particularly Steven Madden and Kurt Geiger. Online searches for the Steven Madden brand increased 27% during the quarter. Management pointed to healthy consumer demand, strong sell-through trends at department stores and improving traction in direct-to-consumer channels. The company also raised its fiscal 2026 revenue outlook, supported by better-than-expected performance from Kurt Geiger, Steven Madden and Dolce Vita. SHOO posted adjusted earnings of 45 cents per share, which beat the Zacks Consensus Estimate of 42 cents. However, the bottom line declined 25% from 60 cents in the prior-year quarter.Total revenues rose 18% year over year to $653.1 million from $553.5 million, surpassing the Zacks Consensus Estimate of $643.8 million. Wholesale revenues increased 1% year over year to $443.6 million. Excluding Kurt Geiger, wholesale revenues declined 8.2%, primarily due to softness in private label. Adjusted gross margin in the segment increased to 49.2% from 35.7% in the prior-year period, driven by higher average selling prices, favorable business mix and lower private-label penetration.Wholesale footwear revenues were $278.9 million, declining 5.8%, but declined 12%, excluding Kurt Geiger. While wholesale accessories/apparel revenues rose 15.1% year over year to $164.8 million, they dipped 0.5%, excluding Kurt Geiger. Direct-to-consumer revenues jumped 83.8% year over year to $206 million. However, excluding Kurt Geiger, DTC revenues increased 8% year over year, reflecting growth across brick-and-mortar and e-commerce channels. Adjusted gross margin in the segment increased to 60.8% from 60.1% in the prior-year period, supported by the addit...

Shareholders appeared unconcerned with Steven Madden, Ltd.'s (NASDAQ:SHOO) lackluster earnings report last week. Our analysis suggests that while the profits are soft, the foundations of the business are strong. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Importantly, our data indicates that Steven Madden's profit was reduced by US$95m, due to unusual items, over the last year. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And, after all, that's exactly what the accounting terminology implies. In the twelve months to March 2026, Steven Madden had a big unusual items expense. All else being equal, this would likely have the effect of making the statutory profit look worse than its underlying earnings power. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. As we discussed above, we think the significant unusual expense will make Steven Madden's statutory profit lower than it would otherwise have been. Because of this, we think Steven Madden's underlying earnings potential is as good as, or possibly even better, than the statutory profit makes it seem! Unfortunately, though, its earnings per share actually fell back over the last year. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. If you'd like to know more about Steven Madden as a business, it's important to be aware of any risks it's facing. In terms of investment risks, we've identified 3 warning signs with Steven Madden, and understanding them should be part of your investment process. Today we've zoomed in on a single data point to better understand the nature of Steven Madden's profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might tak...

Steven Madden’s first quarter saw healthy demand across its flagship and acquired brands, resulting in financial results that surpassed Wall Street’s expectations and a positive market reaction. CEO Edward Rosenfeld pointed to strong consumer interest in new footwear styles, effective marketing campaigns, and robust direct-to-consumer (DTC) sales—particularly in the Steven Madden and Kurt Geiger brands. The quarter also benefited from disciplined product assortments and increased marketing investment, with Rosenfeld highlighting that “the combination of trend-right product and targeted marketing investments drove measurable brand heat.” Is now the time to buy SHOO? Find out in our full research report (it’s free). Revenue: $653.1 million vs analyst estimates of $648.9 million (18% year-on-year growth, 0.7% beat) Adjusted EPS: $0.45 vs analyst estimates of $0.37 (20.1% beat) Adjusted EBITDA: $55.66 million vs analyst estimates of $43.96 million (8.5% margin, 26.6% beat) Operating Margin: 15.1%, up from 9.7% in the same quarter last year Locations: 387 at quarter end, up from 314 in the same quarter last year Market Capitalization: $2.82 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Paul Lejuez (Citi) asked about the drivers behind the higher revenue guidance and changes in private label trends. CEO Edward Rosenfeld credited Kurt Geiger’s momentum and modest improvements in core brands, while noting ongoing uncertainty in private label due to tariffs. Anna Andreeva (Piper Sandler) questioned the sustainability of DTC growth and improvements in the off-price and department store channels. Rosenfeld highlighted continued DTC strength but cautioned that growth rates would normalize as Kurt Geiger is anniversaryed. Marni Shapiro (The Retail Tracker) inquired about apparel margins and the impact of increased marketing investment. Rosenfeld said apparel is still in investment mode but expects margins to improve, and described a more balanced marketing approach across channels. Dana Telsey (Telsey Advisory Group) focused on the impact of rising energy prices and product category trends. CFO Zine Mazouzi indicated a...

Steven Madden (SHOO) reported $653.1 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 18%. EPS of $0.45 for the same period compares to $0.60 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $643.82 million, representing a surprise of +1.44%. The company delivered an EPS surprise of +7.99%, with the consensus EPS estimate being $0.42. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Steven Madden performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- International: $227.96 million compared to the $155.71 million average estimate based on two analysts. Revenue- Domestic: $425.13 million compared to the $486.55 million average estimate based on two analysts. Total Revenue- Net Sales: $649.66 million versus $642.45 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17.8% change. Total Revenue- Commission and licensing fee income: $3.44 million versus $2.14 million estimated by three analysts on average. Revenue- Direct-to-Consumer: $206.01 million versus the three-analyst average estimate of $150 million. Total Revenue- Wholesale Accessories/Apparel: $164.78 million versus $149.56 million estimated by three analysts on average. Revenue- Total Wholesale: $443.65 million versus $450.88 million estimated by three analysts on average. Total Revenue- Wholesale Footwear: $278.87 million versus the three-analyst average estimate of $301.31 million. Income from operations- Wholesale Footwear: $80.38 million versus the two-analyst average estimate of $55.36 million. Income from operations- Wholesale Accessories/Apparel: $43.95 million versus the two-analyst average estimate of $15.56 million. Income from operations- Corporate: $-27.17 million versus the two-analyst average estimate of $-23.27 million. Income from operations- Direct-to-Consumer: $...

Steven Madden, Ltd. SHOO reported fiscal first-quarter 2026 results, wherein both the top and bottom lines surpassed the Zacks Consensus Estimate. The top line increased year over year. Shares gained investor attention after the company highlighted strong momentum across its core brands, particularly Steven Madden and Kurt Geiger. Online searches for the Steven Madden brand increased 27% during the quarter. Management pointed to healthy consumer demand, strong sell-through trends at department stores and improving traction in direct-to-consumer channels. The company also raised its fiscal 2026 revenue outlook, supported by better-than-expected performance from Kurt Geiger, Steven Madden and Dolce Vita. Investors were additionally encouraged by management’s confidence in returning to earnings growth in the fiscal second quarter and delivering strong growth for the full year. As a result, shares of SHOO have gained nearly 6.2%. SHOO posted adjusted earnings of 45 cents per share, which beat the Zacks Consensus Estimate of 42 cents. However, the bottom line declined 25% from 60 cents in the prior-year quarter. Steven Madden, Ltd. price-consensus-eps-surprise-chart | Steven Madden, Ltd. Quote Total revenues rose 18% year over year to $653.1 million from $553.5 million, surpassing the Zacks Consensus Estimate of $643.8 million. Wholesale revenues increased 1% year over year to $443.6 million, missing our estimated mark of $479.7 million. Excluding Kurt Geiger, wholesale revenues declined 8.2%, primarily due to softness in private label. Adjusted gross margin in the segment increased to 49.2% from 35.7% in the prior-year period, driven by higher average selling prices, favorable business mix and lower private-label penetration. Wholesale footwear revenues were $278.9 million, declining 5.8%, but declined 12%, excluding Kurt Geiger. This missed our estimated mark of $317.4 million. While wholesale accessories/apparel revenues rose 15.1% year over year to $164.8 million, they dipped 0.5%, excluding Kurt Geiger. The figure beat our estimated mark of $162.4 million. Direct-to-consumer revenues jumped 83.8% year over year to $206 million, beating our estimated mark of $156.1 million. However, excluding Kurt Geiger, DTC revenues increased 8% year over year, reflecting growth across brick-and-mortar and e-commerce channels. Adjusted gross margin in the segment increased...

Revenue rose 18% to $653.1 million largely due to the acquisition of Kurt Geiger, but organic sales declined 4.8% as weakness in private label and Steve Madden handbags offset strength; DTC revenue jumped 83.8% (8% ex‑Kurt Geiger). Gross margin improved meaningfully (to 46.3%, +540 bps), yet operating income and EPS fell to $46.3 million and $0.45 respectively due to higher operating expenses from the acquisition, incentive comp and warehouse costs. The company raised fiscal‑2026 revenue guidance to +10–12% and introduced EPS guidance of $2.00–$2.10, citing Kurt Geiger momentum while building in tariff, freight pressures and an estimated $9–10M revenue hit from Middle East disruptions. Interested in Steven Madden, Ltd.? Here are five stocks we like better. Sweating The Dip In Steve Madden? Why Analysts Are Not Steven Madden (NASDAQ:SHOO) reported first-quarter fiscal 2026 results that management described as a “solid start” to the year, driven by trend-right product and increased marketing investment across its brand portfolio. While reported revenue rose sharply due to the Kurt Geiger acquisition, executives noted that organic sales declined amid ongoing softness in private label and lower Steve Madden handbag revenue in U.S. wholesale. The company raised its full-year revenue outlook and introduced earnings-per-share guidance, citing momentum across its three largest brands. Chairman and CEO Ed Rosenfeld said demand trends were “healthy” across the portfolio, with the Steve Madden brand gaining momentum as assortments resonated with consumers across casuals, dress shoes, and boots. Rosenfeld pointed to trends including “split toes, Velcro, hidden wedges, mesh, and ballet-inspired looks.” → Berkshire Hathaway’s Record Cash Hoard: Why and What's Next? Steve Madden Stock is Ready to Rise He also highlighted increased marketing effectiveness, including the company’s “Hello Spring” campaign, and said those efforts supported new customer acquisition and cultural relevance. Rosenfeld said online searches for Steve Madden increased 27% during the quarter, while global direct-to-consumer (DTC) comparable sales rose 6%, or 10% excluding stores in the Middle East. For the year, the company maintained its expectation for mid- to high-single-digit revenue growth in the Steve Madden brand. Kurt Geiger London delivered another strong quarter, with management citing stren...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:30 a.m. ET Chief Executive Officer — Edward Rosenfeld Chief Financial Officer — Zine Mazouzi Head of Investor Relations — Danielle McCoy Edward Rosenfeld: All right. Well, thanks, Danielle, and good morning, everyone, and thank you for joining us to review Steven Madden's first quarter 2026 results. We got off to a solid start to the year in Q1 with healthy underlying demand across our brands, driven by our team's disciplined execution of our strategy for long-term growth, the foundation of which is deepening connections with consumers through compelling product assortments and effective marketing. Our flagship brand, Steven Madden, continued to gain momentum as the on-trend assortments created by Steven and his design team resonated with consumers. We saw strength across classifications, including casuals, dress shoes and boots, and we capitalized on a variety of trends in style and materials, including split toes, Velcro, hidden wedges, mesh and ballet-inspired looks. Our marketing team supported these assortments with rich brand and product storytelling, including our Hello Spring campaign, featuring it girl Delilah Belle and a full funnel approach that drove strong new customer acquisition and cultural relevance. And the combination of trend-right product and targeted marketing investments drove measurable brand heat. Online searches for Steven Madden increased 27% in the quarter, and global DTC comp sales rose 6% or 10%, excluding our stores in the Middle East. For the year, we continue to expect mid- to high single-digit revenue growth in the Steven Madden brand. Kurt Geiger London also delivered another strong quarter. In handbags, in addition to continued strength in the Kensington collection, new totes and shoulder bags drove strong demand. And in shoes, sandals were a standout, including exceptional performance in Meena Eagle slides. We also made progress on our key growth initiatives, including new store openings in the United States and international expansion into new markets. We now have leases secured for 4 new full-price stores and 1 premium outlet in the U.S. in 2026. And we signed a new franchise and distribution agreement with Reliance Brands to bring Kurt Geiger to India beginning in Q4. For the quarter, revenue for the Kurt Geiger brand increased 23% on a pro forma basis. And bas...

Management attributes the solid start to 2026 to 'brand heat' and trend-right product assortments, specifically citing mesh, ballet-inspired looks, and hidden wedges as key style drivers. The Kurt Geiger acquisition is outperforming initial expectations, driven by strong demand for the Kensington handbag collection and successful U.S. store performance. Organic revenue declines in Q1 were primarily caused by planned softness in the private label business and lower Steven Madden handbag revenue in the U.S. wholesale channel. Marketing strategy has pivoted from low-funnel performance channels to a balanced, full-funnel approach, with investment increasing to approximately 5.4% of revenue to drive cultural relevance. Operational headwinds in the quarter included the normalization of incentive compensation and increased warehouse expenses, which pressured earnings despite top-line growth. The Dolce Vita brand is seeing robust sell-through with major wholesale partners like Nordstrom and Macy's, particularly in jelly and raffia styles. Management raised the full-year revenue growth outlook to 10% to 12%, reflecting increased confidence in Kurt Geiger, Steven Madden, and Dolce Vita brands. Guidance assumes a transition in tariff regimes, moving from the 10% Section 122 tariffs to a built-in 15% tariff assumption starting in August 2026. The company expects to return to earnings growth in the second quarter, supported by strong underlying demand and the anniversarying of the Kurt Geiger acquisition. Strategic expansion for Kurt Geiger includes entering 15 Macy's doors with handbag shops and a flagship concession in Herald Square starting in October. Management anticipates a recovery in the private label business in 2027, following a steep decline throughout 2026 as customers navigate tariff uncertainties. Geopolitical conflict in the Middle East is impacting approximately 63 stores, with revenue in the GCC region trending down nearly 40% and a projected $4 million profit hit. Supply chain pressures from the Red Sea conflict are expected to create a 30 basis point impact on gross margins due to emergency bunker surcharges and increased air freight costs. The company is prioritizing debt paydown with cash reserves before assessing potential share repurchases in the second half of the year. Apparel margins currently trail footwear and accessories due to ongoing invest...