BTIG reiterates Buy rating on Steven Madden stock amid tariff volatility

Published 08/08/2025, 13:26
BTIG reiterates Buy rating on Steven Madden stock amid tariff volatility

Investing.com - BTIG has reiterated its Buy rating and $34.00 price target on Steven Madden (NASDAQ:SHOO), currently trading at $25.65, following meetings with the company’s management during FFANY Market Week. The stock has shown resilience with a 9% gain over the past week, according to InvestingPro data.

The BTIG team, led by analyst Janine Stichter, met with several key executives including CEO Ed Rosenfeld, CFO Zine Mazouzi, and VP of Corporate Development and Investor Relations Danielle McCoy. They also reviewed product offerings with EVP of Brand Development Lauren Wilner.

Despite ongoing tariff volatility, BTIG believes Steven Madden is positioned to navigate these challenges more effectively than its retail peers. The firm expects the company to emerge from the current tariff situation sooner than many competitors and potentially in a stronger position.

BTIG highlighted significant growth opportunities for Kurt Geiger, which Steven Madden recently acquired. The firm anticipates these opportunities will become more apparent as near-term headwinds diminish.

The research note also pointed to positive fashion trends forming in the background of tariff concerns, which BTIG suggests could provide potential multiyear benefits for the footwear company.

In other recent news, Steven Madden reported its second-quarter earnings for 2025, revealing mixed results. The company achieved earnings per share of $0.20, which was slightly above the forecast of $0.18. However, Steven Madden’s revenue did not meet expectations, falling short at $559 million compared to the anticipated $578.41 million. This revenue miss was attributed to tariff-related disruptions, including order cancellations and delivery delays, impacting both wholesale and direct-to-consumer channels. Following the earnings report, BTIG adjusted its price target for Steven Madden, lowering it from $38.00 to $34.00, while maintaining a Buy rating. The firm cited the ongoing tariff challenges as a factor in its revised outlook. These developments have contributed to investor concerns, as reflected in the market’s reaction to the earnings announcement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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