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 SHOO Q4 revenues grow 29% y/y, fueled by Kurt Geiger and core footwear gains.Adjusted EPS of 48 cents beat estimates but fell 12.7% y/y as costs rose and margins narrowed.SHOO expects 9-11% revenue growth in 2026 but withheld earnings guidance amid tariff uncertainty.Steven Madden, Ltd. (SHOO) has reported fourth-quarter 2025 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Total revenues increased, while earnings decreased from the year-ago period.Growth in th ...

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 ...

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 ...

Steven Madden (NasdaqGS:SHOO) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker8Good day, and thank you for standing by. Welcome to the Q4 and full year 2025 Steven Madden, Ltd. Earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. ...