Back to top

Image: Bigstock

Steven Madden (SHOO) Reports Q3 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

Steven Madden (SHOO - Free Report) reported $772.61 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 15.7%. EPS of $0.79 for the same period compares to $0.43 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $761.6 million, representing a surprise of +1.45%. The company delivered an EPS surprise of +14.49%, with the consensus EPS estimate being $0.69.

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: $265.63 million versus the two-analyst average estimate of $287.51 million. The reported number represents a year-over-year change of +3.8%.
  • Revenue- Domestic: $506.98 million versus $467.9 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +23.1% change.
  • Total Revenue- Wholesale Footwear: $322.63 million versus the three-analyst average estimate of $297.6 million. The reported number represents a year-over-year change of +21%.
  • Total Revenue- Wholesale Accessories/Apparel: $206.11 million versus the three-analyst average estimate of $200.22 million. The reported number represents a year-over-year change of +17%.
  • Revenue- Total Wholesale: $528.74 million versus $497.81 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +19.4% change.
  • Total Revenue- Net Sales: $767.89 million compared to the $759.09 million average estimate based on three analysts. The reported number represents a change of +15.6% year over year.
  • Revenue- Direct-to-Consumer: $239.16 million versus $265.05 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8% change.
  • Total Revenue- Licensing fee income: $4.71 million versus $3.85 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.3% change.
  • Income from operations- Wholesale Footwear: $61.88 million compared to the $55.17 million average estimate based on two analysts.
  • Income from operations- Wholesale Accessories/Apparel: $34.04 million compared to the $26.48 million average estimate based on two analysts.
  • Income from operations- Corporate: $-27.82 million versus the two-analyst average estimate of $-25.84 million.
  • Income from operations- Direct-to-Consumer: $1.03 million versus the two-analyst average estimate of $5.71 million.

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

Shares of Steven Madden have returned -11.8% over the past month versus the Zacks S&P 500 composite's -5.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Published in