Performance in Q4 was driven by a recovery in the core Steve Madden footwear business and a strong contribution from the newly acquired Kurt Geiger brand. Management attributes the 2025 challenges primarily to disruption and negative impacts from new U.S. tariffs, which particularly affected price-sensitive segments. The Steve Madden brand returned to growth in Q4 following two quarters of decline, supported by a 10% year-over-year increase in online searches and robust demand across multiple silhouet ...

Key Takeaways Lowe's Q4 earnings and sales beat estimates, with comps up 1.3% on Pro and holiday strength.LOW posted higher net sales but saw its operating margin narrow to 8.3% from 9.9% last year.Lowe's expects FY26 sales of $92B-$94B and adjusted EPS of $12.25-$12.75.Lowe’s Companies, Inc. (LOW) posted fourth-quarter fiscal 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year. The Mooresville, NC-based home improvement retailer posted another quar ...

Group 1: Consumer Confidence and Economic Indicators - Consumer confidence rose by 2.2 points to 91.2 in February, surpassing analysts' expectations of 87 [4][10] - The unemployment rate decreased to 4.3% in January from 4.4% in December, with 130,000 new jobs added [6] - Short-term inflation expectations fell to a 13-month low of 3.5% in February from 4% in January, indicating a potential easing of inflation [7] Group 2: Recommended Consumer Discretionary Stocks - Rush Street Interactive, Inc. (RSI) has an expected earnings growth rate of 43.2% for the current year, with a Zacks Rank of 2 [8] - Crocs, Inc. (CROX) is projected to have a 5.7% earnings growth rate, also holding a Zacks Rank of 2 [11] - Callaway Golf Company (CALY) expects a significant earnings growth rate of 61.9%, with a Zacks Rank of 1 [12] - Dolby Laboratories, Inc. (DLB) anticipates a 1.7% earnings growth rate, currently rated as 2 [14] - MasterCraft Boat Holdings, Inc. (MCFT) has an expected earnings growth rate of 64.1%, holding a Zacks Rank of 1 [15] Group 3: Earnings Estimate Revisions - The earnings estimates for RSI, CROX, CALY, DLB, and MCFT have all improved over the past 60 days, indicating positive market sentiment [3][10]

Steven Madden (NasdaqGS:SHOO) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAubrey Tianello - Equity ResearchDana Telsey - CEO and Chief Research OfficerDanielle McCoy - VP of Corporate Development and Investor RelationsEdward Rosenfeld - Chairman and CEOMarni Shapiro - Founding PartnerPaul Lejuez - Managing Director and Head of Consumer Discretionary ResearchZine Mazouzi - CFO and EVP of OperationsConference Call ParticipantsAnna Andreeva - Managing Director and Senior Research An ...

After a strong finish to fiscal 2025, Steve Madden is looking forward to what’s next, but the uncertainty around tariffs may get in its way. In the fourth quarter of fiscal 2025, the New York-based footwear company noted that revenue increased 29.4 percent to $753.7 million, compared to $582.3 million in the same period of 2024. More from WWD Net income in Q4 fell 33.3 percent to $23.2 million, or 32 cents per diluted share, compared to $34.8 million, or 49 cents a share, in the same year-ago quarter. O ...

Rocky Brands (NasdaqGS:RCKY) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsBrendon Frey - PartnerEthan Saghi - VP of Equity ResearchJason Brooks - CEOTom Robertson - COO and CFOConference Call ParticipantsJonathan Komp - Senior Research Analyst of Active LifestylesOperatorGood afternoon, ladies and gentlemen, thank you for standing by. Welcome to the Rocky Brands Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. Following the pr ...

Rocky Brands (NasdaqGS:RCKY) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsBrendon Frey - PartnerEthan Saghi - VP of Equity ResearchJason Brooks - CEOTom Robertson - COO and CFOConference Call ParticipantsJonathan Komp - Senior Research Analyst of Active LifestylesOperatorGood afternoon, ladies and gentlemen, thank you for standing by. Welcome to the Rocky Brands fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. Following the pr ...

Rocky Brands (NasdaqGS:RCKY) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Speaker4Good afternoon, ladies and gentlemen, thank you for standing by. Welcome to the Rocky Brands Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. Instructions will be provided at that time for you to queue for questions. If anyone has any difficulties hearing the conference, please press *0 for o ...

Salomon’s footwear is moving from strength to strength, and its parent Amer Sports Inc. knows what it needs to do to keep up the momentum. “Fourth quarter was a great finish to a breakout year for Amer Sports. Our growth was led by our flagship Arc’teryx brand and the rising star Salomon, which recently surpassed the $2 billion sales mark,” Amer’s chief executive officer Jie (James) Zheng told investors during the firm’s quarterly conference call on Tuesday. More from WWD Growth was led by the technical ...

Key Takeaways DECK posted record UGG Q3 revenues of $1.3B, up 5% y/y, and HOKA sales of $629M, up 18%.HOKA grew DTC 19% and wholesale 18%, boosting revenues per consumer via revamped membership.Deckers raised the FY26 outlook to $5.4B-$5.425B revenues, a 57% gross margin and $6.80-$6.85 EPS.Deckers Outdoor Corporation (DECK) continues to reinforce its leadership in the global footwear market through the strong positioning of its flagship brands, UGG and HOKA. The company’s strategy centers on premium brand ...