Recent 8-K filings for SHOO

• May 21, 2026, 4:05 PM ET other materiality 0.15 neutral item 5.07

  Steven Madden shareholders elect all 10 directors, ratify EY, approve exec comp at 2026 meeting

  All 10 director nominees elected; Edward R. Rosenfeld received 63,886,349 votes for, 1,729,654 withheld.

• May 6, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 8.01item 9.01 ◈ Earnings Releases

  Steven Madden Q1 revenue up 18% to $653M, GAAP EPS $1.00; raises FY revenue guidance

  Q1 revenue $653.1M, +18% YoY; GAAP diluted EPS $1.00, up from $0.57; adjusted diluted EPS $0.45, down from $0.60.

• February 25, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 8.01item 9.01

  Steve Madden Q4 rev +29%, adj EPS $0.48; FY EPS down 36%; 2026 rev +9-11% guidance

  Q4 2025 revenue $753.7M (+29.4% YoY); adjusted EPS $0.48 vs $0.55; GAAP EPS $0.32 vs $0.49.

• January 9, 2026, 6:59 PM ET leadership materiality 0.55 neutral item 5.02item 9.01

  Steven Madden enters new 3-year employment agreement with President Amelia Newton Varela; salary steps to $875k by 2028

  Term runs Jan 1, 2026 through Dec 31, 2028; base salary: $825k (2026), $850k (2027), $875k (2028).

• November 5, 2025, 6:59 PM ET earnings materiality 0.78 negative item 2.02item 8.01item 9.01

  Steve Madden Q3 net income falls 63% to $0.29 EPS; revenue +6.9% to $668M

  GAAP diluted EPS $0.29 vs $0.77 YoY; adjusted EPS $0.43 vs $0.91.

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 8.01item 9.01

  Steve Madden Q2 net loss $0.56/sh vs $0.49 profit; revenue +6.8% to $559M; no FY guidance

  GAAP net loss $39.5M ($0.56 diluted EPS) vs net income $35.4M ($0.49) in Q2 2024.

• July 16, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 9.01

  Steven Madden completes Kurt Geiger acquisition; acquired co. had $512M revenue, $52M net loss in FY2025

  Acquired Kurt Geiger (Mercury Acquisitions Topco) for undisclosed amount; deal closed May 6, 2025.

• July 3, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02

  Director Robert G. Smith and CMO Karla Frieders resign from Steven Madden

  Robert G. Smith voluntarily resigns from Board effective July 14, 2025, to pursue other opportunity.

• May 23, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Steven Madden shareholders elect 11 directors, ratify auditor, approve say-on-pay at annual meeting

  All 11 director nominees elected with over 61M votes for each; no dissident candidates.

• May 7, 2025, 7:59 PM ET earnings materiality 0.85 neutral item 1.01item 2.01item 2.02item 2.03item 8.01item 9.01item 9.0 ◈ M&A Transactions

  Steve Madden Q1 adj EPS $0.60 vs $0.65 YoY; revenue flat; closes Kurt Geiger buy; no 2025 outlook

  Revenue $553.5M (+0.2%); GAAP EPS $0.57, adj EPS $0.60 vs $0.65 prior year.

• February 26, 2025, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 8.01item 9.01

  Steve Madden Q4 rev up 12% to $582.3M; FY adj EPS $2.67; guides 2025 EPS $2.30-$2.40

  Q4 revenue $582.3M (+12.0% YoY); GAAP diluted EPS $0.49; adjusted diluted EPS $0.55 (vs $0.61 prior year).

• February 19, 2025, 6:59 PM ET M&A materiality 0.90 positive item 1.01item 8.01item 9.01

  Steven Madden agrees to acquire Kurt Geiger for ~£289M enterprise value

  Enterprise value of approx. £289M; net equity of £202M at closing under locked-box mechanism.

• February 13, 2025, 6:59 PM ET M&A materiality 0.85 positive item 7.01item 9.01

  Steve Madden to acquire Kurt Geiger for ~£289M cash

  Enterprise value of approximately £289M in cash; expected close in Q2 2025.

• November 7, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01

  Steve Madden Q3 adj. EPS $0.91, revenue $624.7M; raises FY24 guidance

  Revenue $624.7M (+13% YoY); GAAP EPS $0.77 vs $0.87; Adj EPS $0.91 vs $0.88.

• July 31, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 8.01item 9.01

  Steve Madden Q2 revenue up 17.6% to $523.6M; adj. EPS $0.57 beats $0.47 YoY

  Net income $35.4M ($0.49 diluted EPS); adjusted net income $41.2M ($0.57 adj. diluted EPS).

• May 28, 2024, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 5.03item 5.07item 9.01

  Steven Madden stockholders approve 19M share increase for incentive plan and officer exculpation charter amendment

  Stockholders approved amendment to 2019 Incentive Compensation Plan, increasing authorized shares to 19,000,000.

• May 7, 2024, 7:59 PM ET leadership materiality 0.25 neutral item 5.02item 9.01

  Steven Madden amends EVP-General Counsel agreement, cancels two future RSU grants

  Amendment cancels restricted stock grants scheduled for Feb 1, 2025 and Feb 1, 2026.

• May 1, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 8.01item 9.01 ◈ Earnings Releases

  Steve Madden Q1: Revenue $552M (+19% YoY), adjusted EPS $0.65 (+30% YoY), guides FY EPS $2.51-$2.61

  Revenue $552.4M (+19.1% YoY); net income $43.9M ($0.60 diluted EPS); adjusted diluted EPS $0.65.

• February 28, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 9.01 ◈ Earnings Releases ×2

  Steve Madden Q4 revenue up 10.4% to $519.7M; EPS $0.49 beats; guides FY24 revenue +11-13%

  Q4 revenue $519.7M (+10.4% YoY); diluted EPS $0.49 (adjusted $0.61); operating margin improved.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

6 positive 3 negative 10 neutral

source · SHOO on sec.gov