{"schema_version":"secwatch.filing_event.v1","accession":"0001641172-25-008949","form_type":"8-K","ticker":"SHOO","cik":"0000913241","company_name":"STEVEN MADDEN, LTD.","filed_at":"2025-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:51.782680+00:00","generated_at":"2026-05-22T10:19:47.169181+00:00","sec_items":["1.01","2.01","2.02","2.03","8.01","9.01","9.0"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Steve Madden Q1 adj EPS $0.60 vs $0.65 YoY; revenue flat; closes Kurt Geiger buy; no 2025 outlook","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001641172-25-008949","json":"https://secwatch.observer/filing/0001641172-25-008949.json","markdown":"https://secwatch.observer/filing/0001641172-25-008949.md","text":"https://secwatch.observer/filing/0001641172-25-008949.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/913241/000164117225008949/0001641172-25-008949-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/913241/000164117225008949/form8-k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T10:19:47.169181+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"387248707a15298936f80cb63ada069ef275d82d","claim":"STEVEN MADDEN, LTD. completed an acquisition involving the Sellers (the Cinven Sellers, Bain & Company, Inc., Squam Lake Investors X LP, and certain individuals) for enterprise value of approximately £289 million (closed 2025-05-06).","evidence_excerpt":"guarantor. Pursuant to the terms of the Purchase Agreement, the Purchaser purchased the entire issued share capital of the Target at an enterprise value of approximately £289 million pursuant to a “locked box” arrangement that resulted in the payment of £202.0 million in net equity value at closing, repayment of specified third party debt in the Target","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000164117225008949/0001641172-25-008949-index.htm","confidence":0.9,"family_label":"M&A Transactions","details":[{"label":"Action","value":"acquisition"},{"label":"Counterparty","value":"the Sellers (the Cinven Sellers, Bain & Company, Inc., Squam Lake Investors X LP, and certain individuals)"},{"label":"Consideration","value":"enterprise value of approximately £289 million"},{"label":"Closing","value":"2025-05-06"}],"fact_type":"ma_transaction"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}