2
Investment Highlights
• Strong Brand Portfolio led by Steve Madden
3
Company Snapshot
2015 Net Sales = $1.4 billion
19% 17% 11%
8. Converse 1.2%
9. Sperry 1.1%
$589
$538
$456
$395
6
The Steve Madden Model
• Test-and-React Strategy
• Speed to Market
7
Expanding Brand Portfolio
Luxury
Brian Atwood Acquired 2014
8
Diversifying by Brand
2005 2015
86% 58%
14% 42%
9
Diversifying by Category,
Channel and Geography
2005 2015
22%
Wholesale
100% 68%
10%
US Footwear Accessories
US Footwear
International
17%
96% 17%
Retail
52% 14%
4%
$1.19 $1.20
$1,000
$1.00
$800
$0.81 $1,335 $1,405 $0.80
$1,314
$600 $1,227
$0.60
$969
$400 $0.50
$0.40
$635
$457 $504
$200 $0.20
$0 $0.00
2008 2009 2010 2011 2012 2013 2014 2015E
12
Balance Sheet Highlights
(Dollars in Millions)
• Total Debt $0
• Inventory Turn 9x
13
2015 Progress on Key Initiatives
Initiative Target 2015 Result
17
New Brands
• Momentum in e-commerce
– +17% in 2015
19
International
• Net sales to distributors
+25% in 2015
– Robust gains in China,
Dubai, Italy, UK
• Strong performance in
company-operated markets
– SM Mexico (acquired Dec.
2014) net sales +>40%
constant currency in 2015
(including +23% retail
comps)
– SM Canada net sales
+12% constant currency
in 2015
20