Steven Madden, Ltd. reported third-quarter total revenue of $772,606, up 15.7%, and net income of $52,415 versus $20,528. The Board declared a quarterly cash dividend of $0.21 per share.
SHOO · Steven Madden, Ltd.
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Steven Madden, Ltd. reported third-quarter revenue of $772.6 million, up 15.7%. It raised fiscal 2026 revenue-growth guidance to 12% to 13% and Adjusted diluted EPS guidance to $2.15 to $2.20, and declared a $0.21 per-share dividend.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Nov 5, 2026TL;DR. Third-quarter revenue increased 15.7%, diluted EPS increased 85%, gross margin expanded, and fiscal 2026 revenue and Adjusted diluted EPS guidance were raised. Risks include lower DTC gross margin, moderating Kurt Geiger growth, a 6% or 7% fourth-quarter wholesale decline, private-label contraction, weaker international comparable sales, and freight pressure.
- + Third-quarter revenue increased 15.7% to $772.6 million from $667.9 million.
- + Diluted EPS increased 85% year over year.
- + Consolidated gross margin increased to 44.6% from 43.4%.
- + Operating expenses declined to 34.3% of revenue from 36.4% on expense leverage.
- + Steve Madden U.S. comparable sales increased 16%.
- − Direct-to-consumer gross margin fell to 60.7% from 61.9%, pressured by freight, markdown cadence and deeper discounting.
- − Kurt Geiger DTC comparable growth moderated to 6%, and its full-year forecast was reduced to low-double-digit pro forma growth.
- − Fourth-quarter wholesale revenue is expected to decline 6% or 7%.
- − Steve Madden international comparable sales decreased 2%, partly due to conflict in the Middle East.
- − Outbound freight is expected to have an approximately 20-basis-point impact in the fourth quarter.
- − Private-label revenue is expected to decline mid-teens in 2026.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Direct-to-consumer revenue | $239.16M | FY2026 Q3 | +8.0% |
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|
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| Inventory turnover (calculated on a trailing four quarter average) | 3.6 | the quarter ended June 30, 2026 filing | — |
| Inventory turnover excluding the Kurt Geiger business | 4.8 | the quarter ended June 30, 2026 filing | — |
| Number of stores (excludes concessions) | 390 | the three months ended June 30, 2026 filing | — |
| Total company accounts receivable average collection days | 61 | the second quarter of 2026 filing | — |
| Company-operated concessions in international markets | 164 | second quarter of 2026 | — |
| Net debt non-GAAP | $30.1M | second quarter of 2026 | — |
| Number of Company-operated brick-and-mortar retail stores | 382 | second quarter of 2026 | — |
| Outlets | 92 | second quarter of 2026 | — |
| Wholesale revenue | $407.5M | second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Footwear & Accessories — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SHOO
this stock
Steven Madden, Ltd.
|
$3.07B | +0.9% | +11.0% | 17.3 | 5.2% |
|
NKE
NIKE, Inc.
|
$56.43B | -40.4% | +0.2% | 18.2 | 6.3% |
|
DECK
Deckers Outdoor Corp
|
$11.59B | -16.3% | +9.8% | 11.6 | 8.2% |
|
ONON
On Holding AG
|
$11.25B | -27.6% | — | — | 8.7% |
|
CROX
Crocs, Inc.
|
$7.49B | +91.4% | -1.5% | 11.3 | 9.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 6, 2026
- This year
- 13
Steven Madden, Ltd. reported third-quarter total revenue of $772,606, up 15.7%, and net income of $52,415 versus $20,528. The Board declared a quarterly cash dividend of $0.21 per share.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SHOO | +6.3% | -7.2% | -1.8% | -3.5% | +0.9% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +3.7% | -6.1% | -2.3% | -3.3% | -9.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.