Steven Madden, Ltd.

NasdaqGS:SHOO 株式レポート

時価総額：US$3.1b

Steven Madden 将来の成長

Future 基準チェック /36

Steven Madden利益と収益がそれぞれ年間31.6%と7.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.8% 35.5%なると予測されています。

主要情報

31.6%

収益成長率

35.54%

EPS成長率

Luxury 収益成長18.1%
収益成長率7.6%
将来の株主資本利益率18.78%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

分析記事 • May 08

Analyst Estimates: Here's What Brokers Think Of Steven Madden, Ltd. (NASDAQ:SHOO) After Its First-Quarter Report

Investors in Steven Madden, Ltd. ( NASDAQ:SHOO ) had a good week, as its shares rose 5.5% to close at US$39.64...

Recent updates

Seeking Alpha • May 15

Steven Madden Isn't Ready To Put The Right Foot Forward

Summary Steven Madden remains a soft 'sell' as valuation is not compelling despite operational improvements and a strong Q1 revenue boost from the Kurt Geiger acquisition. SHOO's forward valuation appears fair on absolute metrics, but it trades at a premium to peers, especially on EV/EBITDA and P/E multiples. Tariff-related headwinds pressured wholesale footwear and private label segments, with management expecting a steep decline this year before recovery next year. Economic uncertainty and SHOO's wholesale exposure heighten risk, prompting a cautious stance despite management's guidance for 10–12% revenue growth and higher adjusted EPS. Read the full article on Seeking Alpha
ナラティブの更新 • May 14

SHOO: Higher Future P E And Guidance Will Support Earnings Power

The analyst price target for Steven Madden has shifted by $0.28 to $45.78, as analysts factor in updated assumptions for growth, margins, and a higher future P/E following a series of recent UBS target revisions and commentary around softer private label trends and fiscal 2026 guidance expectations. Analyst Commentary Recent research has highlighted both supportive and cautious views on Steven Madden, with price targets adjusted in response to expectations for earnings, valuation and the outlook for private label and fiscal 2026 guidance.
分析記事 • May 08

Analyst Estimates: Here's What Brokers Think Of Steven Madden, Ltd. (NASDAQ:SHOO) After Its First-Quarter Report

Investors in Steven Madden, Ltd. ( NASDAQ:SHOO ) had a good week, as its shares rose 5.5% to close at US$39.64...
ナラティブの更新 • Apr 29

SHOO: Soft 2026 Guidance And Private Label Headwinds Will Pressure Shares

Narrative Update The updated analyst price target for Steven Madden reflects a modest increase of about $0.55. Analysts attribute this change to slightly higher modeled revenue growth and profit margins, along with a small adjustment to the assumed future P/E multiple.
ナラティブの更新 • Apr 14

SHOO: Soft 2026 Outlook Will Set Up Re Rating Opportunity

Analyst price targets for Steven Madden have moved lower to $38 from $42, with the shift framed around expectations for soft fiscal 2026 guidance and ongoing pressure on private label sales as mass channel retail partners push back on price increases. Analyst Commentary Recent research points to a more cautious stance on Steven Madden, with price targets adjusted to reflect concerns about softer fiscal 2026 guidance and pressure on private label margins as mass channel partners resist further price increases.
ナラティブの更新 • Mar 30

SHOO: Soft 2026 Outlook And Private Label Pressure Will Test Thesis

Analysts have reduced the price target on Steven Madden to $38 from $42, citing revised expectations for softer revenue growth, lower profit margins, and a higher assumed P/E multiple in light of recent research highlighting cautious private label trends and expectations for "soft" 2026 guidance. Analyst Commentary Recent Street research reflects a more cautious tone around Steven Madden, with several bearish analysts trimming price targets and tempering expectations ahead of upcoming earnings and longer term guidance.
ナラティブの更新 • Mar 16

SHOO: Soft 2026 Outlook And Private Label Pressures Will Unlock Re Rating Potential

Analysts have edged their average price targets for Steven Madden slightly lower, with cuts from $43 to $42 and most recently to $38. They cite expectations for softer fiscal 2026 guidance and pressure on private label sales as mass channel partners resist price increases.
ナラティブの更新 • Mar 02

SHOO: Mixed Ratings And Soft 2026 Outlook Will Support Re Rating Ahead

Analysts have trimmed their fair value estimate for Steven Madden from $53.00 to $50.00, reflecting a series of lower Street price targets around $38 to $42 as they factor in softer margin and revenue assumptions, along with a higher future P/E multiple. Analyst Commentary Recent Street research on Steven Madden has leaned more cautious on near term fundamentals, with several price targets adjusted into the high $30s to low $40s range as analysts factor in softer margin and revenue assumptions and potential headwinds around private label sales.
ナラティブの更新 • Feb 16

SHOO: Margin Resilience And Mixed Ratings Will Support Re Rating Ahead

Analysts now see fair value for Steven Madden at $53, up from $52. This reflects updated views on revenue growth, profit margins and forward P/E multiples following recent mixed rating changes on the stock.
ナラティブの更新 • Feb 02

SHOO: Rising Expectations Around Buy Rating Will Expose Execution Risks

Analysts have raised their price target on Steven Madden from US$23.00 to about US$38.08. They cited updated assumptions around revenue growth, profit margins and future P/E expectations, supported by a recent upgrade to Buy with a US$50 target in Street research.
ナラティブの更新 • Jan 19

SHOO: Upgrades And Margin Outlook Will Support Re Rating Ahead

Analysts have raised their average price target on Steven Madden by US$7 to US$50, citing upgraded ratings from multiple firms and updated views on revenue growth, profit margins, and forward P/E assumptions. Analyst Commentary Recent research has tilted more positive, with bullish analysts pointing to refreshed views on revenue, margins, and valuation as reasons to revisit Steven Madden at current levels.
ナラティブの更新 • Jan 05

SHOO: Outperform Upgrade And Margin Rebound Will Drive Re Rating

Analysts have lifted their price target on Steven Madden from about $38 to roughly $52, citing updated assumptions for revenue growth, profit margins, a revised future P/E multiple, and a recent upgrade to Outperform. Analyst Commentary Recent Street research has tilted more positive on Steven Madden, with bullish analysts citing a mix of valuation support and execution on the current business plan as key reasons for their more constructive stance.
分析記事 • Jan 02

Is Steven Madden (NASDAQ:SHOO) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 • Dec 18

SHOO: Margin Recovery And Fast Inventory Turns Will Support Future Earnings Power

Analysts have nudged their fair value estimate for Steven Madden higher to $45.50 from $43.75, citing a series of recent target hikes into the low to mid $40s and growing conviction that margin recovery and underappreciated long term earnings power justify a modestly richer valuation multiple. Analyst Commentary Bullish analysts highlight that the recent string of upgrades and target hikes into the low to mid $40s reflects growing confidence that Steven Madden is in the early stages of a multi year earnings recovery, with current valuation multiples still not fully embedding that trajectory.
ナラティブの更新 • Dec 04

SHOO: Margin Recovery And Inventory Discipline Will Support Future Earnings Power

Analysts have nudged their average price target on Steven Madden modestly higher to $43, citing a series of upgrades and target raises into the low to mid $40s as they gain confidence in margin recovery, faster inventory turns, and the company's longer term earnings power. Analyst Commentary Bullish analysts highlight that the recent wave of upgrades and target increases reflects growing conviction that Steven Madden is in the early stages of a multi year earnings recovery, supported by improving profitability metrics and operational execution.
分析記事 • Dec 03

Market Participants Recognise Steven Madden, Ltd.'s (NASDAQ:SHOO) Earnings Pushing Shares 27% Higher

Despite an already strong run, Steven Madden, Ltd. ( NASDAQ:SHOO ) shares have been powering on, with a gain of 27% in...
ナラティブの更新 • Nov 20

SHOO: Margin Expansion Will Drive Earnings As Efficiency Gains Accelerate

Analysts have raised their fair value price target for Steven Madden from $35.75 to $43.75. They cite improved profit margin expectations and stronger revenue growth projections as the reasons for this adjustment.
ナラティブの更新 • Nov 05

SHOO: Margin Recovery And Revenue Momentum Will Drive Performance Amid Competitive Pressures

Steven Madden’s analyst price target has increased from $33.63 to $35.75, as analysts cite an improving revenue growth outlook and a stronger peer-relative margin recovery as reasons for the upward revision. Analyst Commentary Recent Street research highlights increased optimism among analysts regarding Steven Madden's growth prospects, profitability, and valuation.
ナラティブの更新 • Oct 22

Analysts Boost Steven Madden Price Targets on Margin Recovery and Strong Growth Outlook

Analysts have raised their fair value estimate for Steven Madden from $31.75 to $33.63, citing stronger projected revenue growth and improving margin prospects. This is reflected in recent upward price target revisions.
ナラティブの更新 • Oct 08

Digital Focus And Global Expansion Will Define Future Trends

Steven Madden's analyst fair value price target has increased from $30.00 to $31.75. Analysts highlight the company's recovering profit margins, improving revenue growth, and optimistic outlook following recent upgrades and raised price targets.
ナラティブの更新 • Sep 23

Digital Focus And Global Expansion Will Define Future Trends

Analysts have raised their price target for Steven Madden to $30.00, citing faster-than-peer inventory turnover, underappreciated margin recovery potential—including improvements from the Kurt Geiger acquisition—and the prospect of earnings power exceeding $4 per share, which together justify further upside from current valuation levels. Analyst Commentary Steven Madden's fast inventory turnover positions it for a faster recovery from tariff impacts compared to peers.
分析記事 • Sep 03

Market Participants Recognise Steven Madden, Ltd.'s (NASDAQ:SHOO) Earnings Pushing Shares 25% Higher

Steven Madden, Ltd. ( NASDAQ:SHOO ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Aug 08

Steven Madden's (NASDAQ:SHOO) Dividend Will Be $0.21

Steven Madden, Ltd. ( NASDAQ:SHOO ) will pay a dividend of $0.21 on the 23rd of September. This makes the dividend...
分析記事 • Apr 24

Steven Madden, Ltd. (NASDAQ:SHOO) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

To the annoyance of some shareholders, Steven Madden, Ltd. ( NASDAQ:SHOO ) shares are down a considerable 25% in the...
Seeking Alpha • Mar 18

Steven Madden: Growing And Shrinking At The Same Time

Summary Steven Madden's shares have experienced significant volatility, recently halving in value due to retail economy concerns and tariffs, but long-term value remains. The acquisition of Kurt Geiger is expected to drive growth, despite timing challenges and current softness in Steven Madden's organic business. The company's financials are solid, with a reasonable net debt position and potential for earnings improvement to $3.00 per share in normal conditions. With shares down to $25 and a compelling 3.3% dividend yield, the current valuation offers a promising long-term investment opportunity. Read the full article on Seeking Alpha
分析記事 • Mar 04

Slammed 26% Steven Madden, Ltd. (NASDAQ:SHOO) Screens Well Here But There Might Be A Catch

To the annoyance of some shareholders, Steven Madden, Ltd. ( NASDAQ:SHOO ) shares are down a considerable 26% in the...
分析記事 • Mar 01

Steven Madden (NASDAQ:SHOO) Has Affirmed Its Dividend Of $0.21

The board of Steven Madden, Ltd. ( NASDAQ:SHOO ) has announced that it will pay a dividend on the 21st of March, with...
Seeking Alpha • Feb 27

Steven Madden Will Have A Challenging 2025, And May Provide Better Entries

Summary Steven Madden, Ltd. faces near-term challenges with tariffs, channel bloating, and higher OpEx in FY25, impacting profitability despite strategic initiatives and acquisitions. The acquisition of Kurt Geiger, while promising, introduces risks due to different business models and SHOO's mixed acquisition history. Steven Madden's brand equity is under pressure, with declining search trends and uncertain impact from increased marketing investments. Valuation is fair but not compelling; I maintain a Hold rating and would reconsider SHOO stock closer to $30. Read the full article on Seeking Alpha
分析記事 • Feb 04

Steven Madden (NASDAQ:SHOO) Knows How To Allocate Capital Effectively

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Dec 05

At US$45.81, Is Steven Madden, Ltd. (NASDAQ:SHOO) Worth Looking At Closely?

Steven Madden, Ltd. ( NASDAQ:SHOO ), might not be a large cap stock, but it saw a decent share price growth of 10% on...
Seeking Alpha • Nov 20

Steve Madden Stock: Fairly Valued Despite China Headwinds, But Not An Opportunity

Summary Steve Madden results posted top line growth, driven by new initiatives in apparel and international. The company's core wholesale footwear US channel is more challenged, down 4%, as a mix of retailer cautiousness and bad trend reads. Steve Madden is also exposed to US-China tariffs on about half its revenues, a problem that will probably damage gross margins next year. Trading at 16x P/E on FY24 guided revenues, the company seems fairly priced, albeit not super opportunistic, given the margin challenges, and factors impacting growth. Read the full article on Seeking Alpha
分析記事 • Oct 24

Not Many Are Piling Into Steven Madden, Ltd. (NASDAQ:SHOO) Just Yet

It's not a stretch to say that Steven Madden, Ltd.'s ( NASDAQ:SHOO ) price-to-earnings (or "P/E") ratio of 18.3x right...
分析記事 • Sep 23

The Trend Of High Returns At Steven Madden (NASDAQ:SHOO) Has Us Very Interested

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Seeking Alpha • Sep 12

Steven Madden Q2: Solid Earnings Momentum Continues

Summary Steven Madden, Ltd.'s Q2 financials showed very solid underlying growth momentum. The reaffirmed 2024 outlook, Q2 momentum, and rapid retail network expansion in Q2 should drive a relatively good Q3, even though competitors have shown increasing weakness due to weak consumer spending. Steven Madden divesting its GREATS brand to UCG, and becomes a shareholder in the brand platform. The worth of the transaction is still unclear, though. SHOO stock's valuation has a fair margin of safety. Read the full article on Seeking Alpha
分析記事 • Sep 06

Is There Now An Opportunity In Steven Madden, Ltd. (NASDAQ:SHOO)?

Steven Madden, Ltd. ( NASDAQ:SHOO ), is not the largest company out there, but it had a relatively subdued couple of...
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新しいナラティブ • Sep 04

International Expansion And Product Diversification Poised To Elevate Profits And Margins

Expansion into international markets and diversification of product offerings indicate a strategy for broadening revenue sources and improving net margins.
分析記事 • Aug 21

Steven Madden (NASDAQ:SHOO) Is Paying Out A Dividend Of $0.21

Steven Madden, Ltd. ( NASDAQ:SHOO ) will pay a dividend of $0.21 on the 23rd of September. This means the dividend...

業績と収益の成長予測

NasdaqGS:SHOO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,252248311N/A3
12/31/20273,0422032432457
12/31/20262,836184184957
3/31/20262,6347687126N/A
12/31/20252,53445120162N/A
9/30/20252,36356133175N/A
6/30/20252,32091118152N/A
3/31/20252,284166163195N/A
12/31/20242,283169172198N/A
9/30/20242,220170224246N/A
6/30/20242,148180220241N/A
3/31/20242,070179207227N/A
12/31/20231,982172210229N/A
9/30/20231,933167259279N/A
6/30/20231,936164291310N/A
3/31/20232,026178258274N/A
12/31/20222,122216250268N/A
9/30/20222,230250116130N/A
6/30/20222,20225697108N/A
3/31/20222,065244132135N/A
12/31/20211,866191161159N/A
9/30/20211,641147142140N/A
6/30/20211,459748178N/A
3/31/20211,204208489N/A
12/31/20201,202-183844N/A
9/30/20201,268-23137151N/A
6/30/20201,42436215232N/A
3/31/20201,73189192210N/A
12/31/20191,787141N/A234N/A
9/30/20191,802136N/A191N/A
6/30/20191,758139N/A169N/A
3/31/20191,705135N/A166N/A
12/31/20181,678129N/A154N/A
9/30/20181,608141N/A169N/A
6/30/20181,590130N/A153N/A
3/31/20181,569126N/A122N/A
12/31/20171,567118N/A158N/A
9/30/20171,518122N/A115N/A
6/30/20171,485122N/A145N/A
3/31/20171,437117N/A147N/A
12/31/20161,400121N/A154N/A
9/30/20161,407118N/A159N/A
6/30/20161,412117N/A141N/A
3/31/20161,411117N/A154N/A
12/31/20151,405113N/A136N/A
9/30/20151,404108N/A128N/A
6/30/20151,382105N/A138N/A

アナリストによる今後の成長予測

収入対貯蓄率: SHOOの予測収益成長率 (年間31.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SHOOの収益 ( 31.6% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: SHOOの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SHOOの収益 ( 7.6% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: SHOOの収益 ( 7.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SHOOの 自己資本利益率 は、3年後には低くなると予測されています ( 18.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/24 12:53
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Steven Madden, Ltd. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Aubrey TianelloBNP Paribas
Laurent VasilescuBNP Paribas
Susan AndersonB. Riley Securities, Inc.