Steve Madden Faces Looming Margin Pressure And Tariff Headwinds, Analyst Predicts Tough Road Ahead
1. SHOO's Q4 adjusted EPS was 55 cents, surpassing estimates. 2. Revenues increased 12% YoY to $582.32 million, beating projections. 3. Analyst mentions potential tariff impacts and a challenging operating environment. 4. Company plans to reduce China sourcing to below 40% by late 2025. 5. Kurt Geiger brand expected to grow in double digits this year.