Information
~ Provides 2026 Revenue Outlook ~ LONG ISLAND CITY, N.Y., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Steven Madden, Ltd. (NASDAQ:SHOO), a leading designer and marketer of fashion-forward footwear, accessories and apparel,
Original sourceAI Summary
Steven Madden, Ltd. reported a robust Q4 2025, with revenue rising 29.4% to $753.7 million, despite net income declining to $23.2 million per share. For 2026, the company forecasts revenue growth of 9% to 11% but warns of increased operating expenses and challenges in the private label sector due to tariff issues.
Sentiment Rationale
The significant revenue growth is offset by declining net income and potential headwinds. A balanced view on earnings growth vs. cost pressures leads to a neutral outlook.
Trading Thesis
Investors may consider SHOO shares cautiously bullish in the short term due to growth, but watch for tariff impacts.
Market-Moving
- Strong Q4 sales growth might positively influence SHOO's stock price.
- Pressure on private label business could dampen future revenue expectations.
- Higher operating expenses may lead to margin compression in 2026.
- Potential tariff changes could impact product pricing and sales.
Key Facts
- SHOO's Q4 revenue surged 29.4% to $753.7 million.
- Net income fell to $23.2 million, or $0.32 per share.
- The company expects 2026 revenue growth of 9% to 11%.
- Higher SG&A expenses anticipated due to executive salary restorations.
- Concerns over private label pressure and tariff uncertainties persist.
Companies Mentioned
- Kurt Geiger: Recent acquisition contributing positively to sales and brand strength.
Earnings
This report falls under 'Earnings' as it discusses Steven Madden's financial results for 2025 and guidance for 2026. The earnings performance and future outlook will likely impact investor sentiment.