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Steven Madden SHOO Direct-to-Consumer — Revenue

Other segment segments

Wholesale Footwear
$278.87M-5.8%
Wholesale Accessories/Apparel
$164.78M+15.1%
Licensing
$3.44M+59.7%

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Other financials

Income statement

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Revenue$653.1M+18.0%
Gross profit$357.4M+58.0%
Operating income$98.7M+84.6%
Net income$71.8M+77.7%
EPS (diluted)$1.00+75.4%

Balance sheet

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Cash & equivalents$112.4M-40.8%
Total debt$540.3M+225%
Total equity$913.2M+4.3%
Total assets$2.0B+37.0%

Cash flow

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Operating cash flow-$55.3M-194%
CapEx$5.9M-40.1%
Free cash flow-$61.2M-114%

Valuation

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Market cap$3.53B+88.0%
P/E43.5×+24.4×
P/S1.3×+0.5×

Profitability

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Gross margin44.8%+3.7pp
Operating margin4.8%-4.9pp
Net margin3.1%-4.5pp
FCF margin3.3%-4.1pp

Returns & leverage

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Return on equity9.1%-11.4pp
Debt / equity0.6×+0.4×
Current ratio2.2×0.0×

Where this comes from

Reported directly by Steven Madden in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Steven Madden’s 10-Q, filed May 8, 2026.

Filed
May 8, 2026, 3:15 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-032774
For the three months ended March 31, 2026(in thousands)Wholesale FootwearWholesale Accessories/ApparelDirect-to-ConsumerLicensingTotal(1)
Total revenue$278,866$164,781$206,013$3,436$653,096
Less: Cost of sales(2)142,85682,61170,209295,676
Gross profit136,01082,170135,8043,436357,420
Less: Change in valuation of contingent payment liabilities(2)385385
Less: Salaries and related expense(2)21,17316,01234,72823372,146
Less: Other segment items(3)34,46221,828102,66026158,976
Income/(loss) from operations$80,375$43,945$(1,584)$3,177$125,913

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Steven Madden's direct-to-consumer — revenue?
Steven Madden (SHOO) reported direct-to-consumer — revenue of $206.01M in Q1 2026.
What does direct-to-consumer — revenue mean?
Represents the total gross revenue generated from sales made directly to end-consumers through company-owned retail stores and e-commerce platforms. This metric is a primary indicator of brand strength, consumer demand, and the effectiveness of the company's retail distribution strategy.

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