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Steven Madden (SHOO) investor relations material
Steven Madden Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Revenue rose 6.8% year-over-year to $559M, driven by the Kurt Geiger acquisition, but net loss was $39.5M versus net income of $35.4M last year.
Adjusted net income was $13.9M ($0.20 per diluted share), down from $41.2M ($0.57 per share) year-over-year.
Results were pressured by new US tariffs, order cancellations, shipment delays, and significant acquisition-related expenses.
Direct-to-consumer revenue surged 43.3% year-over-year, while wholesale and accessories/apparel segments declined due to tariffs and softer organic business.
Integration of the $405M Kurt Geiger acquisition is progressing, with synergy opportunities and strong momentum.
Financial highlights
Consolidated revenue was $559M; gross margin was 40.4% (GAAP) and 41.9% (adjusted); operating loss was $40.3M.
Net loss attributable to shareholders was $39.5M (EPS $(0.56)); adjusted EPS was $0.20.
Direct-to-consumer revenue was $195.5M, up 43.3%; excluding Kurt Geiger, DTC revenue decreased 3%.
Wholesale revenue was $360.6M, down 6.4% year-over-year; excluding Kurt Geiger, down 12.8%.
Inventory was $437M vs. $241.6M last year; cash and equivalents were $111.9M at quarter-end.
Outlook and guidance
No 2025 financial guidance provided due to ongoing macroeconomic and tariff uncertainty.
Continued impact from tariffs expected in Q3, with some improvement possible by Q4.
Management focused on product innovation, international expansion, and DTC growth.
Kurt Geiger's path to $1B revenue?
How are fall fashion trends evolving?
Sourcing strategy given tariff uncertainty?
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Next Steven Madden earnings date
Q3 20256 Nov, 2025
Next Steven Madden earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Steven Madden, Ltd. engages in the designing, sourcing, marketing, and selling of fashion-forward branded and private label footwear for women, men, and children in the United States and internationally. The company operates through three segments: Wholesale Footwear, Retail, and Licensing. It offers footwear products under the Steve Madden Women's, Madden Girl, Steve Madden Men's, Madden, Freebird by Steven, Stevies, Steven by Steve MaddenMadden Steve Madden brands.
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