Steven Madden (SHOO Quick QuoteSHOO - Free Report) reported $667.88 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 6.9%. EPS of $0.43 for the same period compares to $0.91 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $698.91 million, representing a surprise of -4.44%. The company delivered an EPS surprise of -2.27%, with the consensus EPS estimate being $0.44.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Steven Madden performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- International: $255.88 million compared to the $182.76 million average estimate based on two analysts. The reported number represents a change of +110.8% year over year.
• Revenue- Domestic: $411.99 million versus the two-analyst average estimate of $515.62 million. The reported number represents a year-over-year change of -18.1%.
• Revenue- Direct-to-Consumer: $221.5 million versus the three-analyst average estimate of $173.97 million. The reported number represents a year-over-year change of +76.5%.
• Revenue- Total Wholesale: $442.7 million versus $476.94 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -10.7% change.
• Total Revenue- Net Sales: $664.2 million versus the three-analyst average estimate of $650.91 million. The reported number represents a year-over-year change of +6.3%.
• Total Revenue- Wholesale Accessories/Apparel: $176.15 million compared to the $189.17 million average estimate based on three analysts. The reported number represents a change of -10.3% year over year.
• Total Revenue- Licensing fee income: $3.68 million compared to the $3.72 million average estimate based on three analysts. The reported number represents a change of +4.9% year over year.
• Total Revenue- Wholesale Footwear: $266.54 million versus $287.43 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -11% change.
• Income from operations- Wholesale: $55.72 million compared to the $66.36 million average estimate based on two analysts.
• Income from operations- Direct-to-Consumer: $-4.44 million compared to the $-7.44 million average estimate based on two analysts.
• Income from operations- Wholesale Accessories/Apparel: $15.6 million compared to the $21.07 million average estimate based on two analysts.
• Income from operations- Wholesale Footwear: $40.11 million compared to the $45.29 million average estimate based on two analysts.

View all Key Company Metrics for Steven Madden here>>>

Shares of Steven Madden have returned +9.9% over the past month versus the Zacks S&P 500 composite's +4.4% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.