$SHOO

BMO Capital Markets initiated coverage of the softlines sector with a cautious outlook, citing a weakening consumer and rising costs. The firm is bearish on athletic names, including Nike (target $30), Deckers ($70), Dick's Sporting Goods ($110), and lululemon ($70), all with earnings below consensus. BMO is more constructive on companies with self-help stories, rating Abercrombie & Fitch, Amer Sports, Carter's, and Steve Madden as Outperform.

KLIPPER MITCHELL S sold 3,918 shares of STEVEN MADDEN, LTD. (SHOO) at $48.54 ($0.19M total) on 2026-08-05.

VARELA AMELIA (President) sold 15,000 shares of STEVEN MADDEN, LTD. (SHOO) at $48.59 ($0.73M total) on 2026-08-05.

Ferrara Al sold 3,918 shares of STEVEN MADDEN, LTD. (SHOO) at $48.26 ($0.19M total) on 2026-08-04.

Steve Madden’s Q2 update cites growth in its Steve Madden brand, including a 71% rise in global online searches, and about 30% handbag growth across channels. Kurt Geiger U.S. added two stores and posted 12% comparable sales growth. Gross margin improved on higher prices and less promotion. CFO noted $0.06 per share added freight and tariff pressure.

Thursday, July 30, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer - Edward Rosenfeld Chief Financial Officer and Executive Vice President of Operations - Zine Mazouzi Vice President of Corporate Development and Investor Relations - Danielle McCoy TAKEAWAYS Consolidated Revenue -- $665.9 million, an increase of 19.1% year over year driven by the acquisition of Kurt Geiger and organic growth in the Steve Madden and Dolce Vita brands.

Steven Madden (Steven Madden Ltd.) reported Q2 ended June 30 net income of $27.7M, or 38 cents diluted EPS, versus a year-ago net loss. Revenue rose 19.1% to $665.9M and net sales rose 19.2% to $662.9M. DTC revenue increased 30.6% to $255.4M. The company raised FY2026 revenue guidance to +11% to +13% and adjusted diluted EPS to $2.05-$2.15.

STEVEN MADDEN, LTD. (SHOO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Steve Madden Announces Second Quarter 2026 Results ~ Raises Fiscal 2026 Revenue and Adjusted Diluted EPS Guidance; Reaffirms GAAP Diluted EPS Guidance ~ ~ Announces Appointment of Ken Pilot to Board of Directors ~ LONG ISLAND CITY, N.Y., July 30, 2026 – Steven Madden

Steven Madden (SHOO) is set to report Q2 earnings Thursday. The company previously beat revenue and EPS expectations, with Q1 revenue of $653.1 million, up 18% year on year. For the upcoming quarter, analysts expect revenue growth of 13.7% y/y. The article cites an average analyst price target of $46.78 versus a $44.06 share price.

Steve Madden (SM) reported Q1 pressure from tariffs and is targeting recovery by 2027, according to CEO Edward Rosenfeld. Ahead of its Q2 report, analysts cited improving wholesale orders, stronger DTC demand, and private-label improvement. BTIG expects Q2 EPS 35 cents vs 20 cents a year ago; Telsey expects revenue $637M and 13.9% growth.