SHOO Steven Madden, Ltd.

bearish · high conviction track record → $39.72 -0.08 (-0.2%)
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Mkt Cap $3B P/E 63.0 fwd 15.1 52wk $19.75 - $46.88 Earnings 2026-05-06 47d ago
Insider selling: $3,002,592 sold by 14 insiders (30d)
Est. revisions: -3.1% (2 up, 5 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.4)

Factor Model

net -1.4 3.8 / 10
Est. Revisions
-0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.7
Narrative Gap
+0.0

Steven Madden withholds 2026 forecast amid tariff chaos

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.

Steven Madden pulled its 2026 earnings forecast on Feb 25, citing tariff uncertainty after the Trump administration imposed a temporary 10% global import tariff and signaled plans to raise it to 15%. The company still guided for 2026 revenue growth of 9–11%, below analyst expectations of 10.5%. Q4 2025 revenue came in just below estimates at $753.7 million. The tariff pressure is real: Steven Madden sources 40% of products from China today, up from 30% last fall, giving it meaningful exposure as costs could spike.

A withdrawn earnings forecast isn't noise — it's a red flag on margin visibility.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.

Evidence

8d ago Insider buy by KLIPPER MITCHELL S (SHOO): $102,438
8d ago Insider buy by FERRARA AL (SHOO): $104,235
47d ago Shoemaker Steven Madden withholds profit forecast on tariff uncertainty yahoo-finance
Fundamentals & Data ▾
Steven Madden, Ltd. Consumer Cyclical · Footwear & Accessories
Mkt Cap
$3B
P/E
63.0 fwd 15.1
Beta
1.15
Div Yield
211.00%
52w Range
$19.75 - $46.88
Short Interest
4.5M 10.22%
Days to Cover
3.7 +23%
Technicals downtrend
from 52w Hi
-0.2%
1w return
+5.6%
Insiders
selling 0B / 4S
EPS Estimate
$0.43 -3.1% 30d 2up / 5dn
Est. Dispersion
72% 8 analysts
Analyst Target
$44 $30 - $50
Options P/C
1.90
Insider Cluster
buy cluster 2B / 9S
Financials
Revenue
$754M +29% YoY
FCF
$81M
Gross Margin
42%
Op Margin
5%
Momentum: decelerating
Recent Filings & Data
insider trade 49
net selling · $3,002,592 sold · $206,673 bought
14 insiders · 49 transactions (30d)
Recent transactions
KEITH LISA · award
MAZOUZI ZINE · award
ROSENFELD EDWARD R · award
VARELA AMELIA NEWTON · award
REED ARIAN SIMONE · sell · $120,374
VARELA AMELIA NEWTON · award
REED ARIAN SIMONE · sell · $121,498
VARELA AMELIA NEWTON · sell · $638,838
KEITH LISA · sell · $105,133
KEITH LISA · sell · $100,928
MAZOUZI ZINE · sell · $526,477
MIGLIORINI PETER · sell · $126,426
DAVIS PETER ALLAN · sell · $25,941
DAVIS PETER ALLAN · sell · $24,368
DAVIS PETER ALLAN · sell · $57,511
FERRARA AL · award
KUMAR MARIA TERESA · award
REED ARIAN SIMONE · award
DAVIS PETER ALLAN · award
LYNCH ROSE PEABODY · award
SACHDEV RAVI · award
SMITH ROBERT GARRETT · award
KLIPPER MITCHELL S · award
MIGLIORINI PETER · award
FERRARA AL · buy · $104,235
DAVIS PETER ALLAN · sell · $57,489
KLIPPER MITCHELL S · buy · $102,438
REED ARIAN SIMONE · sell · $580
FRIEDERS KARLA · award
KEITH LISA · award
MAZOUZI ZINE · award
ROSENFELD EDWARD R · award
VARELA AMELIA NEWTON · award
DAVIS PETER ALLAN · sell · $25,169
DAVIS PETER ALLAN · sell · $22,696
KUMAR MARIA TERESA · sell · $380,299
KEITH LISA · award
MIGLIORINI PETER · sell · $131,438
LYNCH ROSE PEABODY · sell · $71,058
FRIEDERS KARLA · sell · $449,052
DAVIS PETER ALLAN · sell · $17,317
FERRARA AL · award
KUMAR MARIA TERESA · award
REED ARIAN SIMONE · award
DAVIS PETER ALLAN · award
LYNCH ROSE PEABODY · award
SACHDEV RAVI · award
SMITH ROBERT GARRETT · award
KLIPPER MITCHELL S · award
3 signals · latest 8d ago

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