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Steven Madden
Steven Madden (SHOO) investor relations material
Steven Madden Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Q4 2025 revenue rose 29.4% YoY to $753.7M, with full-year revenue up 11% to $2.5B, driven by core footwear and the Kurt Geiger acquisition.
Adjusted earnings exceeded guidance, supported by strong branded performance and Kurt Geiger integration.
2025 was challenging due to new US tariffs, but strategic focus on product and marketing drove consumer engagement.
All lead brands (Steve Madden, Kurt Geiger, Dolce Vita) are positioned for growth in 2026.
Net income for Q4 was $34.3M ($0.48/share) adjusted; full-year adjusted net income was $120.9M ($1.70/share).
Financial highlights
Q4 consolidated revenue: $753.7M, up 29.4% YoY; excluding Kurt Geiger, down 1.4%.
Q4 gross margin: 43.8% (adjusted), up from 40.4% prior year.
Full-year 2025 revenue: $2.5B, up 11% YoY; excluding Kurt Geiger, down 6.6%.
Full-year adjusted operating income: $175.9M (6.9% margin).
Cash and equivalents at year-end: $112.4M; net debt: $121.7M.
Outlook and guidance
2026 revenue expected to grow 9%-11% YoY; Q1 2026 revenue expected up 15%-17%.
No earnings guidance due to tariff policy uncertainty.
Private label revenue expected to decline nearly 20% in 2026.
Branded businesses (Steve Madden, Kurt Geiger, Dolce Vita) forecasted for mid to high single-digit growth.
Kurt Geiger's net contribution to operating income
Quantify tariff impact on 2025 gross profit
What drives private label business pressure in 2026
What specific tariff uncertainty impacts EPS guidance?
Is private label revenue decline temporary or structural?
How to achieve Kurt Geiger mid-teens operating margin?
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Next Steven Madden earnings date
Q1 20266 May, 2026
Steven Madden
Next Steven Madden earnings date
Q1 20266 May, 2026
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