{"filings":[{"id":1949854,"accession_number":"0001493152-26-035322","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2026-07-30T11:00:25+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q2 revenue up 19% to $665.9M; raises FY2026 revenue and adjusted EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $665.9M (+19.1% YoY); GAAP diluted EPS $0.38 vs ($0.56) loss; adjusted diluted EPS $0.44 vs $0.20.","Gross margin improved to 46.5% from 40.4% (GAAP); wholesale revenue +13%, DTC +30.6%.","Raises FY2026 revenue growth guidance to 11-13% (prev 10-12%); adjusted EPS guidance to $2.05-$2.15 (prev $2.00-$2.10).","Board expands to 11, appoints Ken Pilot (founder Ken Pilot Ventures) effective Oct 1, 2026.","Declares quarterly dividend $0.21/share, payable Sept 24, 2026 to record Sept 11, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":581799,"accession_number":"0001493152-26-024816","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2026-05-21T20:05:38+00:00","items":["5.07"],"status":"ready","headline":"Steven Madden shareholders elect all 10 directors, ratify EY, approve exec comp at 2026 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected; Edward R. Rosenfeld received 63,886,349 votes for, 1,729,654 withheld.","Ratification of Ernst & Young as auditor for FY2026 approved: 66,791,860 for, 352,191 against, 25,312 abstain.","Non-binding advisory vote on named executive officer compensation approved: 63,852,187 for, 1,655,993 against, 107,823 abstain, 1,553,360 broker non-votes.","Quorum of 67,169,363 shares represented at Annual Meeting held May 20, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99704,"accession_number":"0001493152-26-021398","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steven Madden Q1 revenue up 18% to $653M, GAAP EPS $1.00; raises FY revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $653.1M, +18% YoY; GAAP diluted EPS $1.00, up from $0.57; adjusted diluted EPS $0.45, down from $0.60.","Adjusted gross margin rose to 46.3% from 40.9%; adjusted operating margin fell to 7.1% from 10.1%.","DTC revenue $206M, +83.8% (ex-KG +8.0%); wholesale $444M, +1.0% (ex-KG -8.2%).","Quarterly dividend $0.21 per share, payable June 19, record June 8.","FY2026 revenue guidance raised to +10-12%; diluted EPS $2.55-$2.65; adjusted EPS $2.00-$2.10."],"consensus_eps_estimate":null,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":653096000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115861,"accession_number":"0001493152-26-007955","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q4 rev +29%, adj EPS $0.48; FY EPS down 36%; 2026 rev +9-11% guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $753.7M (+29.4% YoY); adjusted EPS $0.48 vs $0.55; GAAP EPS $0.32 vs $0.49.","FY 2025 revenue $2,534.1M (+11.0%); adjusted EPS $1.70 vs $2.67; GAAP EPS $0.63 vs $2.35.","Adjusted operating margin declined to 6.8% in Q4 (vs 9.0%) and 6.9% for FY (vs 11.1%), hit by tariffs and higher SG&A.","Quarterly cash dividend of $0.21 declared, payable March 20, 2026 to holders of record March 11, 2026.","2026 revenue guidance +9% to +11%; no EPS guidance provided due to ongoing tariff policy uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":2534109000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115860,"accession_number":"0001493152-26-001108","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2026-01-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Steven Madden enters new 3-year employment agreement with President Amelia Newton Varela; salary steps to $875k by 2028","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Term runs Jan 1, 2026 through Dec 31, 2028; base salary: $825k (2026), $850k (2027), $875k (2028).","Restricted stock grant of $1.1M in Jan 2026, vesting 25% annually over four years.","Annual performance bonus tied to EBIT: threshold (90% of plan) = 30% of salary, target (100%) = 50%, max (130%) = 80%.","Car allowance of $1,250/month throughout the term.","Severance without cause: 12 months salary continuation plus prior-year bonus; change of control: 2.5x salary + avg bonus, capped by IRC §280G."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132276,"accession_number":"0001493152-25-020804","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q3 net income falls 63% to $0.29 EPS; revenue +6.9% to $668M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.29 vs $0.77 YoY; adjusted EPS $0.43 vs $0.91.","Total revenue $667.9M (+6.9% YoY); wholesale down 10.7% to $442.7M; DTC up 76.6% to $221.5M.","Wholesale revenue declined 19.0% excluding recently acquired Kurt Geiger.","Operating margin fell to 4.7% from 11.9% due to new tariffs on imported goods.","Q4 guidance: revenue +27-30%; GAAP EPS $0.30-0.35; adjusted $0.41-0.46."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":1780409000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148859,"accession_number":"0001493152-25-011490","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q2 net loss $0.56/sh vs $0.49 profit; revenue +6.8% to $559M; no FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $39.5M ($0.56 diluted EPS) vs net income $35.4M ($0.49) in Q2 2024.","Gross margin fell to 40.4% from 41.5%; adjusted gross margin 41.9% pressured by tariffs.","Wholesale rev down 6.4% (-12.8% excl Kurt Geiger); DTC rev up 43.3% (-3.0% excl Kurt Geiger).","Adjusted operating margin declined to 4.0% from 10.4%; adjusted net income $13.9M ($0.20) vs $41.2M ($0.57).","No FY2025 guidance provided due to tariff uncertainty; quarterly dividend maintained at $0.21/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1112534000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148857,"accession_number":"0001641172-25-019919","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K/A","filed_at":"2025-07-16T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Steven Madden completes Kurt Geiger acquisition; acquired co. had $512M revenue, $52M net loss in FY2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Kurt Geiger (Mercury Acquisitions Topco) for undisclosed amount; deal closed May 6, 2025.","Kurt Geiger FY2025 (ended Feb 1, 2025): revenue $511.8M, gross profit $278.8M, net loss $52.0M.","Acquired entity had $456.3M in total assets; $496.0M in shareholder loans and $83.3M long-term debt.","Kurt Geiger operating income was $24.0M but $68.6M interest expense drove net loss; goodwill $99.7M.","Geographic revenue: UK $268.3M, North America $188.5M, Europe $43.5M, Rest of World $11.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148858,"accession_number":"0001641172-25-017823","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-07-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Robert G. Smith and CMO Karla Frieders resign from Steven Madden","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert G. Smith voluntarily resigns from Board effective July 14, 2025, to pursue other opportunity.","Karla Frieders resigns as Chief Merchandising Officer effective June 30, 2025, for personal reasons.","Both resignations are not due to any disagreement with the Company's operations or policies.","Board size reduced from 11 to 10 members effective July 14, 2025; no new CMO to be appointed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167744,"accession_number":"0001641172-25-012284","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Steven Madden shareholders elect 11 directors, ratify auditor, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected with over 61M votes for each; no dissident candidates.","Ernst & Young ratified as independent auditor for FY2025: 69.2M for, 0.2M against.","Non-binding advisory vote on named executive officer compensation passed: 65.0M for, 0.95M against.","Broker non-votes of 3.4M shares on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167743,"accession_number":"0001641172-25-008949","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["1.01","2.01","2.02","2.03","8.01","9.01","9.0"],"status":"ready","headline":"Steve Madden Q1 adj EPS $0.60 vs $0.65 YoY; revenue flat; closes Kurt Geiger buy; no 2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $553.5M (+0.2%); GAAP EPS $0.57, adj EPS $0.60 vs $0.65 prior year.","Operating margin 9.7% (prior 10.3%); adj operating margin 10.1% (prior 11.0%).","Completed Kurt Geiger acquisition for £289M EV; funded with new $300M term loan and cash.","Kurt Geiger had £400M TTM revenue; adds UK-based footwear/accessories brand.","Withdrew 2025 guidance citing tariff uncertainty; quarterly dividend $0.21/share declared."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":553534000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185024,"accession_number":"0001493152-25-008267","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q4 rev up 12% to $582.3M; FY adj EPS $2.67; guides 2025 EPS $2.30-$2.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $582.3M (+12.0% YoY); GAAP diluted EPS $0.49; adjusted diluted EPS $0.55 (vs $0.61 prior year).","Full-year revenue $2,282.9M (+15.2%); adj diluted EPS $2.67 (up 9% from $2.45 in 2023).","Board declares $0.21 quarterly dividend, payable March 21 to holders of record March 10.","2025 outlook: revenue grows 17-19%; GAAP diluted EPS guided $2.30-$2.40, citing tariff headwinds.","Pending Kurt Geiger acquisition expected to close in Q2 2025; management cites cautious near-term view."],"consensus_eps_estimate":null,"consensus_eps_actual":2.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":2282927000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185023,"accession_number":"0001493152-25-007575","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Steven Madden agrees to acquire Kurt Geiger for ~£289M enterprise value","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Enterprise value of approx. £289M; net equity of £202M at closing under locked-box mechanism.","Acquisition vehicle is UK subsidiary SML UK Holding Ltd; target is Mercury Acquisitions Topco Ltd (Kurt Geiger).","Debt financing of up to $550M committed ($300M term loan + $250M revolver) from Citizens, JPMorgan, Citibank.","Closing subject to HSR clearance and no adverse law; outside date December 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185022,"accession_number":"0001493152-25-006235","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Steve Madden to acquire Kurt Geiger for ~£289M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Enterprise value of approximately £289M in cash; expected close in Q2 2025.","Kurt Geiger estimated revenue of ~£400M for twelve months ended Feb 1, 2025.","Kurt Geiger brands include Kurt Geiger London, KG Kurt Geiger, Carvela; operates concessions in Harrods and Selfridges.","Acquisition funded with committed debt financing and cash on hand; board unanimously approved.","Positioned to expand international market, accessories categories, and direct-to-consumer channels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201618,"accession_number":"0001493152-24-043910","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q3 adj. EPS $0.91, revenue $624.7M; raises FY24 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $624.7M (+13% YoY); GAAP EPS $0.77 vs $0.87; Adj EPS $0.91 vs $0.88.","Wholesale +14.4% (+4.8% ex-Almost Famous); accessories/apparel +54.2%; footwear -2.2%.","FY24 guidance raised: revenue +13-14%, GAAP EPS $2.36-$2.41, Adj EPS $2.62-$2.67.","Quarterly dividend $0.21/share declared, payable Dec 27, record Dec 13.","Q3 share repurchases $20.2M; cash $150.5M; inventory $268.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":1700609000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217611,"accession_number":"0001493152-24-029685","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q2 revenue up 17.6% to $523.6M; adj. EPS $0.57 beats $0.47 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $35.4M ($0.49 diluted EPS); adjusted net income $41.2M ($0.57 adj. diluted EPS).","Wholesale revenue +22.5%; excl. Almost Famous acquisition +8.2%. Accessories/apparel wholesale +86%.","DTC revenue +6.4% to $136.4M; gross margin improved to 64.3% on lower promotions.","Quarterly dividend of $0.21/share declared, payable Sept 23, record Sept 13.","FY2024 outlook reaffirmed: revenue +11-13%, adj. EPS $2.55-$2.65."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1075934000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237513,"accession_number":"0001493152-24-021609","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Steven Madden stockholders approve 19M share increase for incentive plan and officer exculpation charter amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved amendment to 2019 Incentive Compensation Plan, increasing authorized shares to 19,000,000.","Stockholders approved Amended and Restated Certificate of Incorporation to allow officer exculpation and integrate prior amendments.","All eleven director nominees elected, including CEO Edward Rosenfeld and others, with votes ranging from 63.7M to 68.8M for.","Ratification of Ernst & Young as independent auditor for FY2024 approved with 70.3M votes for.","Advisory vote on named executive officer compensation approved with 64.4M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237512,"accession_number":"0001493152-24-017955","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Steven Madden amends EVP-General Counsel agreement, cancels two future RSU grants","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amendment cancels restricted stock grants scheduled for Feb 1, 2025 and Feb 1, 2026.","All other terms of Lisa Keith's employment agreement remain unchanged.","No other leadership changes or departures disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237511,"accession_number":"0001493152-24-017345","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q1: Revenue $552M (+19% YoY), adjusted EPS $0.65 (+30% YoY), guides FY EPS $2.51-$2.61","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $552.4M (+19.1% YoY); net income $43.9M ($0.60 diluted EPS); adjusted diluted EPS $0.65.","Wholesale revenue +21.0% (excl. Almost Famous +9.7%); DTC revenue +12.8% with improved gross margin.","FY 2024 outlook: revenue +11-13%, diluted EPS $2.51-$2.61, adjusted diluted EPS $2.55-$2.65 (unchanged).","Board declared $0.21 quarterly dividend, payable June 21, 2024 to holders of record June 10, 2024.","Spent $37.3M on share repurchases in Q1, including net settlement of employee stock awards."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":552381000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255049,"accession_number":"0001493152-24-008046","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q4 revenue up 10.4% to $519.7M; EPS $0.49 beats; guides FY24 revenue +11-13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $519.7M (+10.4% YoY); diluted EPS $0.49 (adjusted $0.61); operating margin improved.","Full year 2023 revenue $2.0B (-6.6% YoY); net income $171.6M or $2.30 diluted EPS (adjusted $2.45).","FY 2024 outlook: revenue growth 11%-13%; diluted EPS guidance $2.55-$2.65.","Quarterly cash dividend of $0.21/share declared, payable March 22, 2024 to holders of record March 8, 2024.","Stock repurchases: $38M in Q4 and $142M in full year 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":2.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":1981582000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272517,"accession_number":"0001493152-23-041499","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-11-15T23:59:59+00:00","items":["1.01","5.02","9.01"],"status":"ready","headline":"Steven Madden Ltd. extends founder's contract to 2031 with salary increases; new CFO agreement with Zine Mazouzi","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Founder Steven Madden’s employment extended through Dec 2031; base salary steps: $7.03M (2023-2026), $7.38M (2027-2028), $7.75M (2029-2031).","Madden receives annual restricted stock grants: $10M each for 2024-2026 and $9M each for 2027-2031.","CFO Zine Mazouzi new 3-year agreement from Jan 2024 with base salaries: $675K (2024), $700K (2025), $725K (2026).","Mazouzi gets restricted stock: $200K in Dec 2023 and $1M in Jan 2024, vesting 20% per year.","Mazouzi eligible for annual EPS-based bonus: max 90% of salary at 130% of EPS plan target."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272516,"accession_number":"0001493152-23-039824","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q3 EPS $0.87 vs $0.79; revenue slips 0.7% to $552.7M; FY outlook cautious","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $552.7M (-0.7% YoY); net income $64.4M ($0.87 diluted EPS) vs $61.3M ($0.79) in Q3 2022.","Adjusted diluted EPS $0.88 vs $0.79; operating margin improved to 15.0% from 14.1%.","Wholesale footwear rev -7.5%; wholesale accessories/apparel +22.7%; DTC revenue -1.8%.","FY2023 outlook: revenue down ~7%, diluted EPS ~$2.35, adjusted diluted EPS ~$2.40.","Quarterly dividend $0.21/share declared, payable Dec 29; $40M stock repurchased in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":1.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":1461868000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272515,"accession_number":"0001493152-23-038381","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Steven Madden amends $150M credit facility and signs factoring rider for post-acquisition receivables","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Third Amendment to $150M revolving credit facility; maturity unchanged at March 20, 2027; no loans or letters of credit outstanding.","Notification Factoring Rider with CIT for receivables from assets acquired from Turn On Products (Almost Famous) on Oct 20, 2023.","Base factoring fee 0.10%-0.20% of gross face amount; CIT assumes credit risk on approved post-acquisition receivables.","The factoring rider can be terminated with 10-day notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272514,"accession_number":"0001493152-23-037937","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-10-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Steve Madden acquires Almost Famous for $52M; adds apparel revenue of $163M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $52M cash plus earn-out based on EBIT targets through Sep 2027.","Almost Famous had $163M revenue in 12 months ended Sep 30, 2023.","Almost Famous is women's apparel designer/marketer, exclusive licensee of Madden NYC apparel.","CEO Rosenfeld says acquisition enhances apparel platform, complementing existing business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289343,"accession_number":"0001493152-23-029831","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K/A","filed_at":"2023-08-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Steven Madden (SHOO) Adopts Annual Say-on-Pay Votes Following Shareholder Vote","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["At the 2023 Annual Meeting on May 24, 2023, shareholders voted in favor of conducting advisory Say-on-Pay votes each year.","The Board of Directors recommended a frequency of every year, consistent with the plurality of votes cast.","The Company will hold annual Say-on-Pay votes until the next stockholder advisory vote on frequency.","This decision was disclosed in an amendment (8-K/A) filed on August 22, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289344,"accession_number":"0001493152-23-026363","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steven Madden Q2 revenue down 16.8% to $445M; GAAP EPS $0.46 vs $0.62 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $445.3M (-16.8% YoY); wholesale -20.8%, DTC -5.4%.","GAAP diluted EPS $0.46 (vs $0.62); adjusted $0.47 (vs $0.63).","Gross margin improved to 42.6% from 40.7%; operating expenses rose to 32.7% of sales.","Quarterly dividend of $0.21/share declared, payable Sept 25, 2023.","FY2023 outlook reaffirmed: rev down 6.5-8.0%; adj. EPS $2.40-$2.50."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":909136000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310148,"accession_number":"0001493152-23-019172","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-05-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Steven Madden shareholders elect all 11 director nominees, ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; votes ranged from 66.4M (Migliorini) to 71.0M (Klipper) for.","Ernst & Young ratified as independent auditor for FY2023 (73,090,260 for, 56,866 against).","Advisory vote to approve named executive officer compensation passed (68,835,433 for, 2,551,981 against).","Advisory vote on say-on-pay frequency set to every year (68,666,488 for 1 year)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310147,"accession_number":"0001493152-23-015857","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steven Madden Q1 revenue down 17% to $463.8M; EPS $0.48 vs $0.94; boosts buyback by $189.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $463.8M (-17.1% YoY); net income $36.7M ($0.48 diluted EPS) vs $74.5M ($0.94) prior year.","Adjusted EPS $0.50 vs $0.92; company says results slightly ahead of expectations.","Wholesale revenue -19.3%; DTC -8.1%; gross margin improved to 42.1% from 40.7%.","Board authorized $189.9M increase in share repurchase program, total $250M; Q1 repurchased $38.5M.","Quarterly cash dividend $0.21/share declared, payable June 23, record June 12."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":463834000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310146,"accession_number":"0001493152-23-011254","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-04-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Steven Madden adds CIT as receivables collection agent, enters factoring agreement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$150M revolving credit facility unchanged, matures March 20, 2027; no loans outstanding.","CIT added as non-exclusive collection agent; assumes credit risk on approved receivables.","Factoring fee: 0.15% of gross face amount for standard terms; additional fees for non-standard or foreign receivables.","Factoring agreement terminable by either party with 60 days' notice after one year; CIT can terminate immediately on certain events.","Madden Entities pledged receivables under factoring agreement to secure credit agreement obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328809,"accession_number":"0001493152-23-005816","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden reports record FY2022 revenue $2.12B (+13.7%); Q4 revenue down 18.6%; guides FY2023 revenue down 6.5-8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2022 net income $216.1M ($2.77 diluted EPS); adjusted EPS $2.80.","Q4 2022 revenue $470.6M (-18.6% YoY); net income $31.8M ($0.42 diluted EPS).","Board declares $0.21 quarterly dividend, payable March 24, 2023 to holders of record March 10.","FY2023 outlook: revenue decrease 6.5%-8.0%; diluted EPS expected $2.40-$2.50.","Repurchased $148.9M of common stock in FY2022; cash and equivalents $289.8M at year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":2.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":2122009000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346473,"accession_number":"0001493152-22-036484","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-12-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Steven Madden signs new 3-year contract for President Varela; Sinha becomes part-time EVP Ops","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["President Varela new 3-yr agreement (Jan 2023-Dec 2025): base salaries $775k (2023), $800k (2024), $825k (2025).","Varela receives $1.1M restricted stock grant on Jan 3, 2023, vesting 25% annually over 4 years.","President Varela eligible for EBIT-based annual bonus: 30% salary at threshold, 50% at target, 80% at max.","Awadhesh Sinha becomes EVP Operations, part-time (2-3 days/wk), base salary $400k for 2023, discretionary bonus."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346472,"accession_number":"0001493152-22-030151","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","5.03","8.01","9.01"],"status":"ready","headline":"Steve Madden Q3 revenue up 5.3% to $556.6M; EPS down to $0.79; trims FY2022 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $556.6M (+5.3% YoY); net income $61.3M vs $66.6M; diluted EPS $0.79 vs $0.82.","Wholesale revenue +8.1% to $434.6M; DTC revenue -3.7% to $118.5M on e-commerce decline.","FY2022 guidance lowered: rev growth now 12.5%-13.5%; diluted EPS $2.77-$2.79, adj. $2.77-$2.82.","Quarterly dividend of $0.21/sh declared, payable Dec 30 to holders of record Dec 16, 2022.","Repurchased ~$35.1M of common stock in Q3 (incl. net settlement of employee awards)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1651366000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362849,"accession_number":"0001493152-22-020375","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q2 revenue up 34.5% to $535M, EPS $0.62; reiterates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $535M (+34.5% YoY); net income $48.5M ($0.62 diluted EPS).","Adjusted diluted EPS $0.63 vs $0.48 a year ago; adjusted operating income $67.0M.","Wholesale revenue surged 51.5% to $397.1M; DTC rose 2.2% to $135.5M.","Reiterates FY2022 outlook: revenue +13-16%, diluted EPS $2.87-$2.97, adjusted $2.90-$3.00.","Declared $0.21 quarterly dividend, payable Sept 26, 2022 to holders of record Sept 16."],"consensus_eps_estimate":null,"consensus_eps_actual":1.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1094723000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382524,"accession_number":"0001019056-22-000425","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-05-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Steven Madden shareholders elect all 11 director nominees, ratify auditor, approve say-on-pay at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; Peter Migliorini had highest votes withheld at 6.3M but still elected.","Ratification of Ernst & Young as independent auditor for FY2022 approved with 75.3M for, 66.9K against.","Non-binding advisory vote on executive compensation approved with 66.3M for, 3.9M against.","Broker non-votes: 5.1M on directors and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382523,"accession_number":"0001019056-22-000360","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q1 revenue up 55% to $559.7M, EPS $0.94; raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $559.7M (+55% YoY); diluted EPS $0.94 vs $0.26; adjusted EPS $0.92.","Wholesale revenue $449.0M (+54.1%); DTC revenue $108.3M (+60.5%); gross margin 40.7%.","Board declared $0.21/share quarterly dividend, payable June 24, 2022, record June 13, 2022.","FY2022 guidance raised: revenue +13-16%, diluted EPS $2.87-$2.97, adjusted EPS $2.90-$3.00.","Repurchased ~$42.4M of common stock in Q1; cash and equivalents $180.2M at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":559734000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400417,"accession_number":"0001019056-22-000300","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-03-31T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Steven Madden amends credit facility, swaps LIBOR for BSBY, reduces margins by 75 bps","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$150M revolving facility matures March 20, 2027; no loans outstanding as of March 25, 2022.","Base rate margin reduced from 100-150 bps to 25-75 bps; BSBY margin from 200-250 bps to 125-175 bps.","Commitment fee cut from 0.40% to 0.25% on unused commitment; borrowing base reporting frequency reduced when no loans are outstanding.","Interest rate benchmark replaced LIBOR with Bloomberg Short-Term Bank Yield Index (BSBY).","Amendment effective March 20, 2022; reflects improved credit terms and simplified reporting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400416,"accession_number":"0001019056-22-000233","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-02-25T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q4 revenue up 64% to $578.5M; full-year net income $190.7M; dividend raised 40%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $578.5M (+63.9% YoY); adjusted EPS $0.87 vs $0.27 prior year.","Full-year FY2021 revenue $1.9B (+55.3%); net income $190.7M vs loss of $18.4M in 2020.","Dividend raised 40% to $0.21/share; payable March 25, 2022 to holders of record March 11, 2022.","FY2022 guidance: revenue +10-13%; diluted EPS $2.66-$2.76; adjusted EPS $2.73-$2.83.","Repurchased 2.84M shares for $123.2M in FY2021."],"consensus_eps_estimate":null,"consensus_eps_actual":2.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1866142000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400415,"accession_number":"0001019056-22-000041","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-01-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Steve Madden expands board from 9 to 11; appoints Arian Simone and Peter A. Davis","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded to 11 directors from 9, effective January 7, 2022.","Arian Simone, CEO of Fearless Fund, appointed to board and Nominating/Corporate Governance Committee.","Peter A. Davis, footwear/apparel veteran with Skechers, Fila, Reebok, appointed to board and Compensation Committee.","Nine of eleven directors are now independent, per the press release.","CEO Edward Rosenfeld highlighted new directors' marketing expertise and industry knowledge."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400414,"accession_number":"0001019056-22-000027","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2022-01-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Steven Madden enters new 3-year CEO employment agreement with Rosenfeld; base salary set at $1.08M-$1.17M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Term runs Dec 31, 2021 through Dec 31, 2024; base salary $1,083,538 (2022), $1,126,879 (2023), $1,171,954 (2024).","Restricted stock grant on Dec 31, 2021: target value $3.5M, vesting 20% annually over 5 years starting Dec 1, 2022.","Additional restricted stock grant on Feb 1, 2022: target value $2.5M, vesting 20% annually over 5 years starting Feb 1, 2023.","Change-of-control severance: 2.5x (base salary + average 3-year cash bonus) payable within 10 days.","Non-compete extends 6 months post-termination (6 months for cause/voluntary quit) within U.S. for footwear/apparel/fashion products."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419375,"accession_number":"0001019056-21-000568","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden posts record Q3 revenue $528.7M, raises FY2021 guidance; adds $200M to buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $528.7M (+52.4% YoY); GAAP diluted EPS $0.82 vs loss of $0.09 YoY; adjusted EPS $0.82 vs $0.39.","Raised FY2021 guidance: revenue growth 50-52% over FY2020; diluted EPS $2.21-$2.26; adjusted EPS $2.30-$2.35.","Quarterly dividend declared at $0.15 per share, payable Dec 27, 2021 to holders of record Dec 17, 2021.","Board approved $200M increase in share repurchase authorization, total now $250M; repurchased $31.9M in Q3.","Retail revenue $123.1M (+108.6%); wholesale revenue $402.0M (+41.6%) with 216 company-operated stores at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":1.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1287661000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":436928,"accession_number":"0001019056-21-000431","cik":913241,"company_name":"STEVEN MADDEN, LTD.","ticker":"SHOO","form_type":"8-K","filed_at":"2021-07-28T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Steve Madden Q2 revenue jumps 179% YoY to $398M, EPS $0.45 vs loss a year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $36.9M ($0.45 diluted EPS) vs net loss of $16.6M ($0.21 loss) in Q2 2020.","Adjusted diluted EPS $0.48; revenue $397.9M, up 178.6% YoY; wholesale revenue +162%.","Retail revenue surged 220.6% to $132.7M; company repurchased 876,241 shares for $37.2M.","Board declared $0.15/share quarterly dividend, payable Sept 27, 2021 to holders of record Sept 17.","FY2021 outlook: revenue +43-47% over 2020; diluted EPS $1.90-$2.00, adjusted $2.00-$2.10."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":758919000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3177754668.794386,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}