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Steven Madden Ltd

Steven Madden, Ltd. designs, sources, and markets fashion-forward branded and private label footwear, accessories, and apparel in the United States and internationally. It operates through Wholesale Footwear, Wholesale Accessories/Apparel, Direct-to-Consumer, and Licensing segments. Products include dress shoes, boots, booties, fashion sneakers, sandals, casual shoes, handbags, apparel, small leather goods, belts, soft accessories, scarves, wraps, and gifting items. The company also licenses the Steve Madden, Kurt Geiger, and Betsey Johnson trademarks for select apparel, accessory, home, and other non-core products, and sells under brands including Steve Madden, Kurt Geiger London, Dolce Vita, Betsey Johnson, Blondo, Carvela, Anthony Thomas Melillo (ATM), and Anne Klein. Distribution spans wholesale channels such as department stores, mass merchants, off-price retailers, shoe chains, online retailers, national chains, specialty retailers, independent stores, and clubs, as well as direct-to-consumer retail stores and e-commerce websites, with marketing via email, social media, influencer partnerships, print, experiential events, and public relations. Incorporated in 1990, it is headquartered in Long Island City, New York.

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Crocs Q2 Revenue Beats Estimates But Guidance Disappoints, Stock Falls 6.8%

Crocs reported second-quarter revenues of $1.18 billion, up 2.6% year on year and exceeding analysts' expectations by 2.7%, though the stock has fallen 6.8% since the results and trades at $124.38. The quarter was mixed for the casual footwear maker, as it beat analysts' EPS estimates but its EPS guidance for next quarter missed expectations. Among the 7 consumer discretionary footwear stocks tracked, Steven Madden posted the strongest quarter with revenues of $665.9 million, up 19.1% year on year and 4.8% above consensus, while Caleres delivered the weakest performance against estimates, with revenues of $695.5 million, up 5.6% but falling 1% short of expectations. Deckers reported revenues of $1.02 billion, up 5.7% and in line with expectations, and Wolverine Worldwide posted revenues of $506.4 million, up 6.8% and topping estimates by 0.9%. As a group, the 7 footwear stocks beat consensus revenue estimates by 1.3%, yet their share prices have declined 3.8% on average since the latest earnings results.
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CROX · Capital · Negative Crocs beat Q2 revenue and EPS estimates but its Q3 EPS guidance missed expectations, sending the stock down 6.8%.
CAL · Capital · Negative Caleres delivered the weakest performance against estimates, with revenue falling 1% short of expectations.
SHOO · Capital · Positive Steven Madden posted the strongest quarter with revenue up 19.1% and 4.8% above consensus.
DECK · Capital · Neutral Deckers reported revenue up 5.7%, in line with expectations, a neutral result.
WWW · Capital · Positive Wolverine Worldwide revenue rose 6.8% and topped estimates by 0.9%.
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Nike Q2 Revenue Falls 1.1% to $10.97 Billion, Beats Estimates

Nike reported second-quarter revenues of $10.97 billion, down 1.1% year on year but exceeding analysts' expectations by 1.1%, as the seven consumer discretionary footwear stocks tracked by the report collectively beat consensus revenue estimates by 1.3%. Steven Madden posted the group's best quarter, with revenues of $665.9 million, up 19.1% year on year and 4.8% above expectations, while Caleres delivered the weakest performance against estimates, reporting revenues of $695.5 million, up 5.6% but missing by 1%, alongside next-quarter and full-year EPS guidance that fell significantly short of expectations. Deckers reported revenues of $1.02 billion, up 5.7% and in line with expectations, and Crocs reported revenues of $1.18 billion, up 2.6% and 2.7% above expectations, though its next-quarter EPS guidance missed. Despite the broad revenue beats, footwear share prices have fallen 6.3% on average since the results, with Nike down 11.8% to $36.21, Deckers down 19.3% to $77.69, Crocs down 16.5% to $111.46, and Steven Madden down 6.8% to $40.46, while Caleres has risen 2.5% to $12.33.
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CAL · Capital · Negative Caleres missed revenue estimates by 1% and its next-quarter and full-year EPS guidance fell significantly short of expectations.
CROX · Capital · Neutral Crocs beat revenue estimates by 2.7% but its next-quarter EPS guidance missed, a mixed result.
DECK · Capital · Neutral Deckers revenue rose 5.7% and was in line with expectations, with no clear positive or negative surprise.
NKE · Capital · Positive Nike Q2 revenue of $10.97 billion beat analysts' expectations by 1.1%.
SHOO · Capital · Positive Steven Madden posted the group's best quarter, with revenue up 19.1% and 4.8% above expectations.
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Steven Madden Q2 Revenue Beats Estimates on 19% Growth and Margin Expansion

Steven Madden reported second-quarter revenue of $665.9 million, beating analyst estimates of $635.5 million and growing 19.1% year on year. Adjusted earnings per share came in at $0.44, 34.3% above the consensus estimate of $0.33. The company's operating margin improved to 5.9% from negative 7.2% a year ago, driven by higher average selling prices, reduced promotions, and a shift away from lower-margin private label sales. CEO Edward Rosenfeld attributed the strong performance to momentum in the Steve Madden brand, a rebound in handbags, and growth in the Kurt Geiger and Dolce Vita brands. Looking ahead, management expects continued direct-to-consumer momentum but flagged cost pressures from higher freight and marketing investments in the second half.
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SHOO · Capital · Positive Q2 revenue and EPS beat estimates with margin expansion
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Steven Madden Lifts 2026 Guidance After Strong Share Run

Steven Madden raised its 2026 financial guidance as part of a July 30 update that also included a quarterly dividend affirmation, second quarter results, and board changes. The stock had returned 100.34% over the past year and 22.88% over the prior 90 days, but pulled back 3.66% on the update day to close at $46.08. A widely followed narrative pegs fair value at $33.22, suggesting the stock is overvalued, while a discounted cash flow model arrives at $94.70 per share. The company faces long-term margin pressure from shifting consumer preferences toward sustainability, though successful integration of Kurt Geiger and use of its strong balance sheet could challenge the bearish view.
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SHOO · Capital · Positive Raised 2026 guidance and affirmed dividend, though stock pulled back on update day.
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Steve Madden Gains Analyst Praise Ahead of Q2 Earnings on Strong Trends and DTC Growth

Steve Madden is seeing strong consumer resonance across its brands and channels as it prepares to report second-quarter earnings on Thursday. Williams Trading analyst Sam Poser rates the stock a buy, citing momentum in Steve Madden, Madden Girl, Dolce Vita, and Kurt Geiger, along with increased fill-in and new orders from large wholesale partners. Poser also noted that the private label business, primarily in the mass channel, is set to improve by early to mid-2027 after some retailer-direct products underperformed. BTIG analyst Janine Stichter expects the company could raise guidance, forecasting earnings per share of 35 cents versus 20 cents a year ago and above the 32-cent consensus, while Telsey Advisory Group’s Dana Telsey projects second-quarter revenue growth of 13.9 percent to $637 million, in line with the $635 million consensus. Analysts highlighted strong full-price demand for trending styles like Calico Tabi-style shoes, jelly shoes, and flip-flops, with U.S. direct-to-consumer comparable sales up 17 percent and TikTok Shop U.S. sales surging 697.4 percent to $4.5 million over the past year.
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SHOO · Demand · Positive Strong consumer demand across brands and channels, with DTC comps up 17% and TikTok sales surging 697%.
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Supreme Court Tariff Ruling Creates Market Tailwind Through Refunds

The Supreme Court's decision to strike down President Trump's Liberation Day tariffs is emerging as a market tailwind that few are discussing, with the Treasury Department already refunding $22 billion in May out of an estimated $166 billion owed. Wells Fargo analyst Ohsung Kwon notes that around 40 companies, including Apple, Caterpillar, Dollar Tree, and Tesla, discussed refunds in the first quarter, though only eight such as Ford, General Motors, and Under Armour recognized them as a benefit. Ken Mahoney of Mahoney Asset Management sees the repayments as a legitimate earnings boost that could lead to positive estimate revisions and earnings beats, while others like Bob Lang and Giuseppe Sette view them as a one-time event unlikely to move markets meaningfully. Bloomberg Intelligence highlights an earnings-quality test as companies handle refunds differently, with Capri Holdings lifting gross profit by $40 million while Steven Madden excluded the benefit from adjusted results. Kwon expects the refunds to broaden the market and potentially fund capital expenditures, buybacks, or dividends in the second half of the year.
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GM · Capital · Positive Ford and GM recognized tariff refunds as a benefit, providing an earnings boost.
UAA · Capital · Positive Under Armour recognized tariff refunds as a benefit, boosting earnings.
CPRI · Capital · Positive Capri Holdings lifted gross profit by $40 million from tariff refunds.
SHOO · Capital · Neutral Steven Madden excluded the refund benefit from adjusted results, creating uncertainty about impact.
F · Capital · Positive Ford recognized tariff refunds as a benefit in Q1.
WFC · Capital · Neutral Wells Fargo analyst noted the refunds as a market tailwind, but bank itself not directly impacted.
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Genesco and Steven Madden Shares Fall After Fed Signals Possible Rate Hike

Shares of footwear companies Genesco and Steven Madden declined in afternoon trading after the Federal Reserve held its benchmark rate steady at 3.5%–3.75% and signaled through its dot plot that the next move may be upward rather than down. Genesco fell 2.8% and Steven Madden fell 3% as the consumer discretionary sector faced renewed pressure from the prospect of higher rates and a stronger dollar. The FOMC's revised projections dampened hopes that 2025 rate cuts would boost consumer confidence and spending, particularly for deferrable purchases like footwear. Steven Madden shares have been volatile, with 18 moves greater than 5% over the past year, and are trading near their 52-week high of $46.23 from January 2026.
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GCO · Monetary · Negative Fed signals possible rate hike, pressuring consumer discretionary spending and footwear demand.
SHOO · Monetary · Negative Fed signals possible rate hike, pressuring consumer discretionary spending and footwear demand.
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Steven Madden Outperforms NIKE in Footwear Stock Face-Off

Steven Madden emerges as the stronger investment over NIKE in a Zacks Investment Research analysis, driven by superior growth, valuation, and stock performance. Steven Madden's first-quarter 2026 revenues rose 18% year over year to $653.1 million, with adjusted EPS of 45 cents beating expectations, while management raised full-year revenue guidance to 10-12% growth. In contrast, NIKE's fiscal 2026 sales are expected to grow just 0.1% and EPS to decline 31%, reflecting ongoing turnaround challenges despite early progress in its running segment and North America. Over the past year, Steven Madden shares have rallied 91.9% compared to a 24.3% decline for NIKE, and Steven Madden trades at a forward P/E of 18.5X versus NIKE's 23.9X. Steven Madden currently carries a Zacks Rank #3 (Hold), while NIKE holds a Zacks Rank #5 (Strong Sell).
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SHOO · Capital · Positive Article reports Steven Madden's strong Q1 revenue growth (18% YoY), EPS beat, raised guidance, and superior stock performance (+91.9% vs NIKE's -24.3%), making it the recommended investment.
SHOO · Demand · Positive Steven Madden's 18% revenue growth and raised guidance reflect strong product demand.
NKE · Capital · Negative Article highlights NIKE's weak sales growth (0.1%) and declining EPS (-31%), with a Zacks Rank #5 (Strong Sell), indicating poor financial performance and outlook.
NKE · Demand · Negative Article highlights NIKE's weak sales growth (0.1%) and EPS decline, indicating poor end-customer demand.
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