Steven Madden Ltd.

Steven Madden designs, sources, markets and sells name brand and private label footwear for women, men and children and name brand and private label handbags and accessories. The company licenses its trademarks for use in connection with the manufacturing, marketing and sale of various products by third party licensees. The company's products are marketed through its retail stores and its e-commerce websites within the U.S., Canada, Mexico, the company's joint ventures in South Africa, China, Taiwan and Israel, as well as department stores, specialty stores, retailers, national chains, mass merchants, online retailers and catalog retailers throughout the U.S., Canada, Mexico, certain European nations and Tunisia.
  • TickerSHOO
  • ISINUS5562691080
  • ExchangeNASDAQ Stock Market
  • SectorPersonal Goods
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2021 04 27

Current market expectations for LGIH are overly pessimistic. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop to by roughly half, with growth being cut by two-thirds going forward. The market is not recognizing the secular tailwinds for LGI Homes from its own strategy, or the at-home revolution, and how both will continue to power strong profitability going forward. As one of the last homebuilders making the shift from a regional homebuilder to a national one, LGI Homes has significant growth trends, thanks to their strong execution for the business also. On top of that, as mor...

Valens Research

SHOO - Embedded Expectations Analysis - 2021 04 23

Steven Madden, Ltd. (SHOO:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 20.9x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about retail promotions, marketing investments, and consumer demand patterns Specifically, management may have concerns about their increased use of recycled and renewable materials in products, the sustainability of reduced retail promotional activity, and uncertainty about the pandemic's impact on inventory orders and demand patterns. In addition, man...

STEVEN MADDEN sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of STEVEN MADDEN (US), active in the Footwear industry. As regards its fundamental valuation, the title now shows 3 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 19, 2021, the closing price was USD 35.99 and its target price was estimated at USD 22.47.

Valens Research

Valens Equity Insights and Inflections - 2021 04 27

Current market expectations for LGIH are overly pessimistic. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop to by roughly half, with growth being cut by two-thirds going forward. The market is not recognizing the secular tailwinds for LGI Homes from its own strategy, or the at-home revolution, and how both will continue to power strong profitability going forward. As one of the last homebuilders making the shift from a regional homebuilder to a national one, LGI Homes has significant growth trends, thanks to their strong execution for the business also. On top of that, as mor...

Valens Research

SHOO - Embedded Expectations Analysis - 2021 04 23

Steven Madden, Ltd. (SHOO:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 20.9x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about retail promotions, marketing investments, and consumer demand patterns Specifically, management may have concerns about their increased use of recycled and renewable materials in products, the sustainability of reduced retail promotional activity, and uncertainty about the pandemic's impact on inventory orders and demand patterns. In addition, man...

Christopher Svezia ...
  • Paul Nawalany

Navigating Well, Though Not Completely in the Clear

STEVEN MADDEN sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of STEVEN MADDEN (US), active in the Footwear industry. As regards its fundamental valuation, the title now shows 3 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 19, 2021, the closing price was USD 35.99 and its target price was estimated at USD 22.47.

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