Every 8-K that Steven Madden Ltd (SHOO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SHOO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SHOO filings page.
Steven Madden, Ltd. reported strong Q2 2026 results. Revenue increased 19.1% to $665.9 million, with gross margin expanding to 46.5% from 40.4%. Income from operations was $39.3 million versus a $40.3 million loss a year earlier. GAAP net income attributable to Steven Madden, Ltd. was $27.7 million, or $0.38 per diluted share, compared to a $39.5 million loss, or ($0.56) per share. Adjusted net income was $31.7 million, or $0.44 per diluted share, up from $13.9 million, or $0.20 per share.
Wholesale revenue grew 13.0% to $407.5 million and direct-to-consumer revenue rose 30.6% to $255.4 million, both with higher margins. Net debt was $30.1 million as of June 30, 2026, supported by $94.7 million in cash and strong first-half operating cash flow. The Board declared a quarterly cash dividend of $0.21 per share, payable September 24, 2026 to stockholders of record on September 11, 2026, and approved expanding the Board from ten to eleven members, appointing retail veteran Ken Pilot effective October 1, 2026.
For fiscal 2026, the company now expects revenue to increase 11% to 13% versus 2025, up from prior 10% to 12% guidance, and raised its Adjusted diluted EPS outlook to $2.05–$2.15 while reaffirming GAAP diluted EPS guidance of $2.55–$2.65.
Steven Madden, Ltd. held its 2026 Annual Meeting of Stockholders on May 20, 2026, with 67,169,363 common shares represented in person or by proxy, establishing a quorum. Stockholders elected ten director nominees to serve until the next annual meeting.
They also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 66,791,860 votes for and 352,191 against. On a non-binding advisory basis, stockholders approved the compensation of the named executive officers, with 63,852,187 votes for and 1,655,993 against.
Steven Madden, Ltd. reported strong first quarter 2026 results with total revenue of $653.1 million and net income attributable to the company of $71.8 million, both up from the prior year. Diluted EPS was $1.00 versus $0.57 a year earlier.
Wholesale revenue rose modestly, while direct-to-consumer revenue surged 83.8% to $206.0 million, helped by the Kurt Geiger London brand and higher gross margins. The company ended the quarter with 387 brick-and-mortar stores, eight e-commerce sites and 162 concessions.
The board declared a quarterly cash dividend of $0.21 per share, payable June 19, 2026. Management raised its fiscal 2026 revenue outlook to growth of 10%–12% versus 2025 and introduced diluted EPS guidance of $2.55–$2.65, with Adjusted diluted EPS of $2.00–$2.10.
Steven Madden reported strong 2025 sales growth but sharply lower profits. Fourth quarter 2025 revenue rose 29.4% to $753.7 million, yet diluted EPS fell to $0.32 from $0.49, even after adjusted operating income of $50.9 million versus $52.6 million a year earlier.
For full year 2025, revenue grew 11.0% to $2.53 billion, while GAAP diluted EPS dropped to $0.63 from $2.35 and adjusted diluted EPS declined to $1.70 from $2.67, reflecting acquisition-related costs, inventory step-up, higher SG&A and a trademark impairment. The newly acquired Kurt Geiger business contributed meaningfully to wholesale and direct-to-consumer growth.
As of December 31, 2025, total debt was $234.2 million and cash was $112.4 million, for net debt of $121.7 million. The Board declared a quarterly dividend of $0.21 per share, payable March 20, 2026, and the company expects 2026 revenue to increase 9% to 11% versus 2025.
Steven Madden, Ltd. reported a new three-year employment agreement with President Amelia Newton Varela, running from January 1, 2026 through December 31, 2028. Ms. Varela will receive an annual base salary of $825,000 in 2026, $850,000 in 2027, and $875,000 in 2028, plus a monthly automobile allowance of $1,250.
In January 2026, she will be granted restricted shares of common stock valued at $1,100,000, determined by dividing that amount by the closing share price on the grant date, vesting 25% per year over four years starting January 2, 2027. The agreement also provides an annual performance-based cash bonus tied to EBIT, with bonuses equal to 30%, 50%, or 80% of salary at 90%, 100%, and 130% of EBIT plan, respectively, plus severance protections including enhanced benefits if she is terminated without cause around a change of control.
Steven Madden, Ltd. (SHOO) furnished third‑quarter results and declared a cash dividend. The company announced its Q3 fiscal 2025 financial results via a press release furnished as Exhibit 99.1.
The Board also declared a quarterly cash dividend of $0.21 per share on outstanding common stock, payable on December 26, 2025 to stockholders of record as of the close of business on December 15, 2025. The disclosure of quarterly results under Item 2.02 is being furnished, not filed, under the Exchange Act.