Every material Form 8-K Steven Madden has filed with the SEC since May 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Steve Madden reported third quarter 2026 revenue of $772.6 million, up 15.7% from a year earlier, and diluted EPS of $0.72 versus $0.29. The company raised its fiscal 2026 revenue growth and Adjusted diluted EPS outlook, which matters to shareholders because it points to stronger full-year profit, while the company also declared a $0.21 quarterly dividend.
Q3 2026 revenue was $772.6 million, up from $667.9 million in Q3 2025; wholesale revenue rose 19.4% and direct-to-consumer revenue rose 8.0%.
Diluted EPS was $0.72 versus $0.29; Adjusted diluted EPS was $0.79 versus $0.43.
Fiscal 2026 Adjusted diluted EPS outlook raised to $2.15 to $2.20 from $2.05 to $2.15; revenue growth outlook raised to 12% to 13% from 11% to 13%.
Quarterly dividend of $0.21 per share is payable December 24, 2026, to holders of record on December 11, 2026.
Steve Madden reported second-quarter 2026 revenue of $665.9 million, up 19.1% from a year earlier, and GAAP net income attributable to the company of $27.7 million, or $0.38 per diluted share, compared with a loss of $39.5 million a year earlier. The company raised its fiscal 2026 revenue growth and adjusted diluted EPS outlook while keeping its GAAP diluted EPS guidance of $2.55 to $2.65 unchanged. The filing also announces that Ken Pilot will join the board effective October 1, 2026, and declares a $0.21 quarterly dividend.
Q2 2026 revenue rose 19.1% to $665.9 million, versus $559.0 million in Q2 2025.
GAAP diluted EPS was $0.38 versus a loss of $0.56; adjusted diluted EPS was $0.44 versus $0.20.
Fiscal 2026 revenue growth outlook raised to 11% to 13%, from 10% to 12%; adjusted diluted EPS outlook raised to $2.05 to $2.15, from $2.00 to $2.10.
Ken Pilot joins the board effective October 1, 2026; quarterly dividend of $0.21 per share is payable September 24, 2026.
Steven Madden reported first-quarter 2026 revenue up 18.0% to $653.1 million and raised its fiscal 2026 revenue growth outlook to 10% to 12%. GAAP diluted EPS rose to $1.00 from $0.57, but adjusted diluted EPS fell to $0.45 from $0.60, and the GAAP gain was helped by a $55.1 million pre-tax tariff recovery benefit.
Q1 2026 revenue was $653.1 million, up 18.0% from $553.5 million; GAAP diluted EPS was $1.00 versus $0.57, while adjusted diluted EPS was $0.45 versus $0.60.
Fiscal 2026 guidance: revenue to rise 10% to 12%; GAAP diluted EPS of $2.55 to $2.65 and adjusted diluted EPS of $2.00 to $2.10.
A $55.1 million pre-tax benefit from expected recovery of previously incurred IEEPA tariffs was included in cost of sales.
Board declared a quarterly cash dividend of $0.21 per share, payable June 19, 2026 to holders of record on June 8, 2026.
Steven Madden reported fourth quarter 2025 revenue up 29.4% to $753.7 million, with GAAP diluted EPS falling to $0.32 from $0.49 a year earlier. For full year 2025, revenue rose 11.0% to $2,534.1 million while GAAP diluted EPS fell to $0.63 from $2.35, and the company expects 2026 revenue to grow 9% to 11% but is not providing earnings guidance due to tariff uncertainty.
Q4 2025 revenue rose 29.4% to $753.7 million; GAAP diluted EPS was $0.32 versus $0.49, and adjusted diluted EPS was $0.48 versus $0.55.
Full-year 2025 revenue rose 11.0% to $2,534.1 million; GAAP diluted EPS was $0.63 versus $2.35, and adjusted diluted EPS was $1.70 versus $2.67.
2026 outlook calls for revenue growth of 9% to 11%; no earnings guidance is provided because of tariff uncertainty.
Board declared a quarterly cash dividend of $0.21 per share, payable March 20, 2026 to holders of record as of March 11, 2026.
Steven Madden entered a new three-year employment agreement with President Amelia Newton Varela, running January 1, 2026 through December 31, 2028, replacing her prior agreement that expired December 31, 2025. The filing sets her base salary, a performance-based cash bonus tied to EBIT, and a restricted stock grant worth $1.1 million, giving shareholders a clear view of the compensation terms for a senior executive.
Base salary of $825,000 for 2026, $850,000 for 2027 and $875,000 for 2028, plus a $1,250 monthly automobile allowance
Restricted stock grant of $1,100,000 in value, vesting 25% per year for four years starting January 2, 2027
Annual cash bonus of 30% to 80% of salary based on EBIT, with a threshold at 90% of plan and a maximum at 130% of plan
Steve Madden reported third quarter 2025 revenue up 6.9% to $667.9 million, but net income attributable to the company fell to $20.5 million, or $0.29 per diluted share, from $55.3 million, or $0.77, a year earlier. The company cited new tariffs on imported goods as the main drag and expects fourth quarter revenue to rise 27% to 30% with diluted EPS of $0.30 to $0.35.
Revenue rose 6.9% to $667.9 million; net income attributable to Steve Madden fell to $20.5 million, or $0.29 per diluted share, from $55.3 million, or $0.77
Wholesale revenue fell 10.7% to $442.7 million; direct-to-consumer revenue rose 76.6% to $221.5 million, including the Kurt Geiger acquisition
Fourth quarter 2025 outlook: revenue expected to increase 27% to 30%; diluted EPS expected between $0.30 and $0.35
Board declared a quarterly dividend of $0.21 per share, payable December 26, 2025, to holders of record as of December 15, 2025
Steve Madden reported second quarter 2025 revenue of $559.0 million, up 6.8%, but a GAAP net loss attributable to the company of $39.5 million, or $0.56 per diluted share, compared with net income of $35.4 million a year earlier. The company cited new tariffs on imported goods and did not provide 2025 financial guidance, while its Board declared a $0.21 quarterly dividend.
Revenue was $559.0 million, up from $523.6 million, with wholesale revenue down 6.4% to $360.6 million and direct-to-consumer revenue up 43.3% to $195.5 million.
GAAP loss from operations was $40.3 million, compared with income of $46.9 million a year earlier; adjusted income from operations was $22.6 million.
Adjusted diluted earnings per share were $0.20, compared with $0.57 a year earlier.
No 2025 financial guidance was given due to macroeconomic uncertainty tied to tariffs; the $0.21 dividend is payable September 23, 2025 to holders of record on September 12, 2025.
Steven Madden disclosed two departures: director Robert G. Smith resigned from the Board effective July 14, 2025, and Chief Merchandising Officer Karla Frieders resigned effective June 30, 2025. The company said neither resignation resulted from a disagreement, and it will reduce the Board from 11 to 10 members and will not appoint a new Chief Merchandising Officer for now.
Robert G. Smith resigned as a director to pursue another opportunity, effective July 14, 2025, with the Board shrinking from 11 to 10 members
Karla Frieders resigned as Chief Merchandising Officer effective June 30, 2025, citing personal reasons
The company does not plan to appoint a new Chief Merchandising Officer; some of her duties moved to other management members
Steven Madden completed its acquisition of Kurt Geiger on May 6, 2025, and entered into a new credit agreement with a $300 million term loan and a $250 million revolving credit facility, secured by the company's and subsidiaries' assets. In first-quarter results, revenue rose 0.2% to $553.5 million, but net income attributable to the company fell to $40.4 million from $43.9 million and diluted EPS fell to $0.57 from $0.60. The company also withdrew its 2025 guidance because of tariff uncertainty, so shareholders now have higher debt and no current outlook, while the $0.21 quarterly dividend was maintained.
Kurt Geiger acquisition closed May 6, 2025, at an enterprise value of approximately £289 million, funded by borrowings under the new credit agreement and cash on hand
New credit agreement provides a $300 million term loan and $250 million revolving credit facility, maturing May 6, 2030
Q1 2025 revenue rose 0.2% to $553.5 million; diluted EPS was $0.57 versus $0.60 a year earlier
2025 financial guidance withdrawn due to tariff uncertainty; quarterly dividend of $0.21 per share payable June 20, 2025
Steve Madden reported fourth-quarter 2024 revenue up 12.0% to $582.3 million, with GAAP diluted EPS flat at $0.49 and adjusted diluted EPS down to $0.55 from $0.61. For the full year, revenue rose 15.2% to $2,282.9 million and GAAP diluted EPS rose to $2.35 from $2.30. The company guided 2025 revenue growth of 17% to 19% and diluted EPS of $2.30 to $2.40, while citing new US tariffs as a headwind.
Q4 2024 revenue rose 12.0% to $582.3 million; GAAP diluted EPS was $0.49, flat year over year, and adjusted diluted EPS was $0.55 versus $0.61.
Full-year 2024 revenue rose 15.2% to $2,282.9 million; GAAP diluted EPS was $2.35 versus $2.30, and adjusted diluted EPS was $2.67 versus $2.45.
2025 outlook calls for revenue growth of 17% to 19% and diluted EPS of $2.30 to $2.40, assuming the Kurt Geiger acquisition closes on May 1, 2025.
Board declared a quarterly dividend of $0.21 per share, payable March 21, 2025 to holders of record on March 10, 2025.
Steve Madden signed a purchase agreement on February 12, 2025, to acquire the Kurt Geiger business through its UK subsidiary, at an enterprise value of about £289 million and a net equity value of £202.0 million at closing. The company also obtained debt commitments of up to $550 million from Citizens Bank, JPMorgan Chase and Citibank to help fund the deal, which remains subject to closing conditions including U.S. antitrust clearance.
Enterprise value of about £289 million; net equity value of £202.0 million at closing under a locked box arrangement
Debt commitments of up to $550 million: a $300 million term loan and a $250 million revolving credit facility
Closing requires expiration or termination of Hart-Scott-Rodino waiting periods; the agreement terminates automatically if conditions are not met by December 5, 2025
Steve Madden guarantees the UK purchaser's obligations under the agreement
Steven Madden reported third-quarter 2024 revenue up 13.0% to $624.7 million, but GAAP diluted EPS fell to $0.77 from $0.87 as operating income declined. The company raised its 2024 revenue growth and EPS outlook and declared a $0.21 quarterly dividend, so shareholders get higher guidance alongside lower reported profit.
Q3 revenue rose 13.0% to $624.7 million from $552.7 million; GAAP net income attributable to the company was $55.3 million, or $0.77 per diluted share, versus $0.87 a year earlier
Adjusted diluted EPS was $0.91 versus $0.88; the GAAP decline reflects an $8.6 million pre-tax trademark impairment in the quarter
2024 guidance now calls for revenue growth of 13% to 14% and GAAP diluted EPS of $2.36 to $2.41 (Adjusted $2.62 to $2.67)
Quarterly dividend of $0.21 per share is payable December 27, 2024, to holders of record on December 13, 2024
Steven Madden reported second-quarter 2024 revenue of $523.6 million, up 17.6% from a year earlier, and GAAP diluted EPS of $0.49, up from $0.46. The company kept its fiscal 2024 outlook unchanged and declared a $0.21 quarterly dividend, which matters to shareholders because it signals steady sales growth and reaffirmed earnings guidance.
Revenue rose 17.6% to $523.6 million from $445.3 million in the second quarter of 2023.
GAAP diluted EPS was $0.49 versus $0.46; Adjusted diluted EPS was $0.57 versus $0.47.
Gross profit as a percentage of revenue was 41.5%, down from 42.6%; a $6.6 million expense tied to the Almost Famous contingent consideration was recorded.
Fiscal 2024 outlook continued: revenue growth of 11% to 13% and diluted EPS of $2.43 to $2.53; the quarterly dividend is $0.21, payable September 23, 2024.
At its May 22, 2024 annual meeting, Steven Madden stockholders approved an increase to 19,000,000 shares authorized under the 2019 Incentive Compensation Plan and an Amended and Restated Certificate of Incorporation that allows exculpation of certain officers. All eleven director nominees were elected, and the amended charter took effect upon filing on May 23, 2024.
Plan now authorizes up to 19,000,000 shares of common stock for awards, per the amended plan.
Certificate Amendment allows exculpation of certain officers and includes minor, non-substantive revisions; effective May 23, 2024.
Non-binding say-on-pay vote: 64,418,486 for, 4,265,971 against, 413,325 abstentions.
Ernst & Young LLP ratified as independent auditor for fiscal 2024 with 70,262,654 votes for.
On May 6, 2024, Steven Madden entered into an amendment to the employment agreement with Lisa Keith, its Executive Vice President and General Counsel. The amendment cancels restricted stock grants that were scheduled for February 1, 2025 and February 1, 2026, and all other terms of the January 24, 2024 agreement are unchanged. The filing does not state the number of shares involved.
Amendment dated and effective May 6, 2024, to the employment agreement dated January 24, 2024
Cancels restricted stock grants scheduled for February 1, 2025 and February 1, 2026
All other terms of the Keith employment agreement remain unchanged; share counts are not disclosed
Steve Madden reported first quarter 2024 revenue up 19.1% to $552.4 million and diluted EPS of $0.60, up from $0.48 a year earlier. The company said it continues to expect fiscal 2024 revenue growth of 11% to 13% and diluted EPS of $2.51 to $2.61, and declared a $0.21 quarterly dividend.
Revenue rose 19.1% to $552.4 million from $463.8 million; wholesale revenue rose 21.0% to $438.2 million.
Diluted EPS was $0.60 versus $0.48; adjusted diluted EPS was $0.65 versus $0.50.
Gross profit was 40.7% of revenue, down from 42.1% a year earlier.
Quarterly dividend of $0.21 per share is payable June 21, 2024 to holders of record as of June 10, 2024; 2024 outlook was maintained.
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