SHOO Earnings
Wednesday, May 06 2026
EPS Estimate
$0.43
$0.32 – $0.63
Revenue Estimate
$648M
Current Price
$39.72
Our Position
bearish · highSteven Madden withholds 2026 forecast amid tariff chaos
structured data
est. revisions rising
(+18.4pp / 30d)
A withdrawn earnings forecast isn't noise — it's a red flag on margin visibility. Steven Madden is caught between diversifying sourcing (China exposure fell from 70% in 2024) and still carrying substantial tariff risk. Lower-than-expected 2026 guidance and Q4 revenue miss suggest the company sees near-term headwinds outweighing its strategic sourcing shift.
Watch: Monitor whether Steven Madden announces actual 2026 guidance in coming weeks — the timing and numbers will reveal how much tariff pricing power it has. Watch Q1 2026 earnings for margin pressure and any announcements on further supply-chain moves out of China.
Data Signal Summary
1 bullish
3 bearish
Estimates down -3%
Insider buying cluster
Put/call 1.9 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.2%
P/E Ratio
63.0
Est. Revisions (30d)
-3.1% 2up/5dn
Analyst Target (mean)
$44 $30–$50 +10%
Options P/C Ratio
1.90
Est. Dispersion
72% 8 analysts
Insider Cluster
buy cluster
Recent Activity
insider trades
49 transactions
Award
·
KEITH LISA (General Counsel)
·1,594 shares
Award
·
MAZOUZI ZINE (Chief Financial Officer)
·7,969 shares
Award
·
ROSENFELD EDWARD R (Chief Executive Officer)
·108,384 shares
Award
·
VARELA AMELIA NEWTON (President)
·7,969 shares
Sell
·
REED ARIAN SIMONE (Director)
·3,600 shares
·$120,374
44 more
Award
·
VARELA AMELIA NEWTON
·24,983 shr
Sell
·
REED ARIAN SIMONE
·2,712 shr
·$121,498
Sell
·
VARELA AMELIA NEWTON
·15,000 shr
·$638,838
Sell
·
KEITH LISA
·2,500 shr
·$105,133
Sell
·
KEITH LISA
·2,400 shr
·$100,928
Sell
·
MAZOUZI ZINE
·12,473 shr
·$526,477
Sell
·
MIGLIORINI PETER
·3,000 shr
·$126,426
Sell
·
DAVIS PETER ALLAN
·660 shr
·$25,941
Sell
·
DAVIS PETER ALLAN
·795 shr
·$24,368
Sell
·
DAVIS PETER ALLAN
·2,312 shr
·$57,511
Award
·
FERRARA AL
·4,860 shr
Award
·
KUMAR MARIA TERESA
·4,860 shr
Award
·
REED ARIAN SIMONE
·4,860 shr
Award
·
DAVIS PETER ALLAN
·4,860 shr
Award
·
LYNCH ROSE PEABODY
·4,860 shr
Award
·
SACHDEV RAVI
·4,860 shr
Award
·
SMITH ROBERT GARRETT
·4,860 shr
Award
·
KLIPPER MITCHELL S
·4,860 shr
Award
·
MIGLIORINI PETER
·4,860 shr
Buy
·
FERRARA AL
·4,000 shr
·$104,235
Sell
·
DAVIS PETER ALLAN
·2,200 shr
·$57,489
Buy
·
KLIPPER MITCHELL S
·4,000 shr
·$102,438
Sell
·
REED ARIAN SIMONE
·25 shr
·$580
Award
·
FRIEDERS KARLA
·3,953 shr
Award
·
KEITH LISA
·1,976 shr
Award
·
MAZOUZI ZINE
·9,881 shr
Award
·
ROSENFELD EDWARD R
·134,387 shr
Award
·
VARELA AMELIA NEWTON
·9,881 shr
Sell
·
DAVIS PETER ALLAN
·933 shr
·$25,169
Sell
·
DAVIS PETER ALLAN
·500 shr
·$22,696
Sell
·
KUMAR MARIA TERESA
·8,646 shr
·$380,299
Award
·
KEITH LISA
·8,044 shr
Sell
·
MIGLIORINI PETER
·3,000 shr
·$131,438
Sell
·
LYNCH ROSE PEABODY
·1,600 shr
·$71,058
Sell
·
FRIEDERS KARLA
·10,000 shr
·$449,052
Sell
·
DAVIS PETER ALLAN
·400 shr
·$17,317
Award
·
FERRARA AL
·2,906 shr
Award
·
KUMAR MARIA TERESA
·2,906 shr
Award
·
REED ARIAN SIMONE
·2,906 shr
Award
·
DAVIS PETER ALLAN
·2,906 shr
Award
·
LYNCH ROSE PEABODY
·2,906 shr
Award
·
SACHDEV RAVI
·2,906 shr
Award
·
SMITH ROBERT GARRETT
·2,906 shr
Award
·
KLIPPER MITCHELL S
·2,906 shr
Explore more
