Steven Madden(US:SHOO) ZACKS·2025-11-11 15:31Core Insights - Steven Madden reported $667.88 million in revenue for Q3 2025, a year-over-year increase of 6.9%, but fell short of the Zacks Consensus Estimate of $698.91 million by 4.44% [1] - The company's EPS for the quarter was $0.43, down from $0.91 a year ago, and also missed the consensus estimate of $0.44 by 2.27% [1] Revenue Breakdown - International revenue reached $255.88 million, exceeding the average estimate of $182.76 million, representing a year-over-year increase of 110.8% [4] - Domestic revenue was $411.99 million, below the average estimate of $515.62 million, reflecting an 18.1% decline year-over-year [4] - Direct-to-Consumer revenue was $221.5 million, surpassing the average estimate of $173.97 million, with a year-over-year increase of 76.5% [4] - Total Wholesale revenue was $442.7 million, below the average estimate of $476.94 million, showing a 10.7% decrease year-over-year [4] - Total Revenue from Net Sales was $664.2 million, slightly above the average estimate of $650.91 million, marking a 6.3% year-over-year increase [4] Operational Performance - Income from operations in Wholesale was $55.72 million, below the average estimate of $66.36 million [4] - Income from operations in Direct-to-Consumer was -$4.44 million, better than the average estimate of -$7.44 million [4] - Income from operations in Wholesale Accessories/Apparel was $15.6 million, below the average estimate of $21.07 million [4] - Income from operations in Wholesale Footwear was $40.11 million, below the average estimate of $45.29 million [4] Stock Performance - Steven Madden's shares have returned +9.9% over the past month, outperforming the Zacks S&P 500 composite's +4.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]