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~ 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 (SHOO) reported a 29.4% revenue increase in Q4 2025, driven by robust performance across its brands, including the newly acquired Kurt Geiger. However, adjusted net income saw a decrease year-over-year, leading to a projected revenue growth of 9% to 11% for 2026 amid operational challenges and tariff uncertainties. Investors should watch for potential impacts on net earnings due to rising operating costs.
Sentiment Rationale
Despite the decrease in net income, significant revenue growth and an optimistic outlook can provide upward pressure on the stock price, similar to previous earning periods when strong revenue performances led to enduring bullish sentiments.
Trading Thesis
Maintain a bullish stance on SHOO as it shows strong revenue growth despite net income reduction.
Market-Moving
- Projected 2026 revenue growth of 9%-11% could drive positive sentiment.
- Q4 revenue growth might lead to upward revisions in analyst forecasts.
- Rising operational costs are concerns that could pressure future margins.
- Impact of tariffs may disrupt profitability in the supply chain.
Key Facts
- SHOO revenue rose 29.4% to $753.7 million in Q4 2025.
- Gross profit margin increased to 42.4%, reflecting better cost management.
- Adjusted net income decreased to $34.3 million from $39.3 million YoY.
- 2026 revenue growth projected at 9% to 11%, no earnings guidance provided.
- Higher operating expenses expected due to compensation normalization and tariffs.
Companies Mentioned
- Kurt Geiger (N/A): Recent acquisition contributing to revenue growth but also increasing costs.
Earnings
The category is 'Earnings' as it focuses on financial results and outlook for SHOO. The report reflects the company's transition in responding to market conditions and managing recent acquisitions while plotting future growth trajectories.