Equity Profile

SHOO

Steven Madden, Ltd.

Consumer DiscretionaryFootwear$3.2B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Steven Madden, Ltd. (SHOO) is a footwear company known for its trendy and stylish shoe designs....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of the company's profitability and will indicate how well Steven Madden is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract customers and expand its market share, which is essential in the competitive footwear industry.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SHOO Q2-2026 Earnings Preview

Context

Company Snapshot

Steven Madden, Ltd. (SHOO) is a footwear company known for its trendy and stylish shoe designs. As part of the consumer discretionary sector, it is influenced by consumer spending trends and fashion preferences, making it a key player in the retail market.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+2.21%

Avg Stock Reaction

+2.47%

Last Quarter Recap

In Q1-2026, Steven Madden reported an EPS of $0.45, beating expectations by nearly 8%. The stock reacted positively, gaining over 6% the following day.

Management Promises & Guidance

Focus on expanding product lines to attract a broader customer base.
Commitment to enhancing online sales channels.
Plans to improve supply chain efficiency.

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, especially after a solid Q1 performance. However, there is uncertainty regarding revenue growth amid changing consumer habits.

Bull Case

If the company continues to show strong EPS growth and effective cost management, it could signal a robust recovery in consumer spending, leading to further stock gains.

Bear Case

On the other hand, if revenue growth falls short or if there are signs of weakening demand, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a key indicator of profitability and will heavily influence investor sentiment and stock performance.

How has revenue growth compared to the previous quarter?

Understanding revenue trends will help gauge the company's performance in a competitive market and its ability to attract consumers.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for strong EPS growth driven by effective cost management and a rebound in consumer spending.

Supporting Evidence

The company has a history of beating EPS estimates, with a 75% success rate in the last 8 quarters.

Options pricing suggests a significant move, indicating that traders expect volatility and potential upside.

Recent trends in consumer spending may favor brands like Steven Madden that focus on trendy footwear.

Key Risk

If the EPS exceeds $0.50, it could challenge the current cautious sentiment and lead to a re-evaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain profitability amid shifting consumer preferences and economic conditions.

Bull Confirmed If

An EPS of $0.50 or higher would confirm strong profitability and effective cost management.

Bear Confirmed If

An EPS below $0.40 would indicate potential issues in profitability and could lead to a negative market reaction.

Pre-Earnings Positioning

Options Market

Implied Move

±9.99%

Historical Avg

±7.8%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±10.0% while SHOO has averaged ±7.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.8%

Calls (2K)P/C Ratio: 0.01Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Steven Madden beats expectations, history suggests the stock could rise by around 2.57%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline of approximately 2.16%, indicating concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on online sales growth and its impact on overall revenue.
2Management's commentary on consumer trends and spending habits.
3Details on supply chain improvements and their effect on margins.
4Insights into new product launches and their expected performance.
5Any guidance on future earnings expectations and strategic initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

DYNBMO

Dyne Therapeutics, Inc.

Insider activity

PreviewView

Jul

Company Snapshot

Steven Madden, Ltd. (SHOO) is a footwear company known for its trendy and stylish shoe designs....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of the company's profitability and will indicate how well Steven Madden is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract customers and expand its market share, which is essential in the competitive footwear industry.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SHOO Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+2.21%

Avg Stock Reaction

+2.47%

Last Quarter Recap

In Q1-2026, Steven Madden reported an EPS of $0.45, beating expectations by nearly 8%. The stock reacted positively, gaining over 6% the following day.

Management Promises & Guidance

Focus on expanding product lines to attract a broader customer base.
Commitment to enhancing online sales channels.
Plans to improve supply chain efficiency.

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, especially after a solid Q1 performance. However, there is uncertainty regarding revenue growth amid changing consumer habits.

Bull Case

If the company continues to show strong EPS growth and effective cost management, it could signal a robust recovery in consumer spending, leading to further stock gains.

Bear Case

On the other hand, if revenue growth falls short or if there are signs of weakening demand, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a key indicator of profitability and will heavily influence investor sentiment and stock performance.

How has revenue growth compared to the previous quarter?

Understanding revenue trends will help gauge the company's performance in a competitive market and its ability to attract consumers.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for strong EPS growth driven by effective cost management and a rebound in consumer spending.

Supporting Evidence

The company has a history of beating EPS estimates, with a 75% success rate in the last 8 quarters.

Options pricing suggests a significant move, indicating that traders expect volatility and potential upside.

Recent trends in consumer spending may favor brands like Steven Madden that focus on trendy footwear.

Key Risk

If the EPS exceeds $0.50, it could challenge the current cautious sentiment and lead to a re-evaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain profitability amid shifting consumer preferences and economic conditions.

Bull Confirmed If

An EPS of $0.50 or higher would confirm strong profitability and effective cost management.

Bear Confirmed If

An EPS below $0.40 would indicate potential issues in profitability and could lead to a negative market reaction.

Pre-Earnings Positioning

Options Market

Implied Move

±9.99%

Historical Avg

±7.8%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±10.0% while SHOO has averaged ±7.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.8%

Calls (2K)P/C Ratio: 0.01Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Steven Madden beats expectations, history suggests the stock could rise by around 2.57%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline of approximately 2.16%, indicating concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on online sales growth and its impact on overall revenue.
2Management's commentary on consumer trends and spending habits.
3Details on supply chain improvements and their effect on margins.
4Insights into new product launches and their expected performance.
5Any guidance on future earnings expectations and strategic initiatives.