Key Takeaways NIKE posts $11.72B in Q1 revenue as running surges and North America wholesale returns to growth.Steven Madden delivers 6.9% Q3 revenue growth and expands gross margin to 43.4%.SHOO shares have jumped 37% in three months, while analyst estimates have moved higher.In the competitive world of footwear and athleticwear, few matchups are as intriguing and revealing as the contrast between NIKE Inc. (NKE) and Steven Madden Ltd. (SHOO) . These two companies occupy very different corners of the indus ...

评级与目标价变动 - Piper Sandler将Steven Madden (SHOO)的评级从中性上调至增持 并将目标价从25美元大幅提升至40美元 推动公司股价周一上涨约3% [1] 财务表现与预期 - 公司快速的库存周转此前放大了关税影响 但目前定位为更强劲的复苏 [1] - 公司预计今年EBIT利润率为6% 并有望逐步恢复到11%至12%的水平 [1] - Piper Sandler预计Kurt Geiger品牌将成为利润率达十位数中段的业务 提供额外增长潜力 [2] - 公司估计每股收益能力超过4美元 认为2026年的市场预期过低 [2]