에 대한 최신 뉴스 Steven Madden (NASDAQ:SHOO) 주식

Steven Madden

Steven Madden Ltd designs and sells brand-name and private-label footwear and accessories. Its products are geared toward fashion-conscious adults and children. The company sells its products through department stores and other retailers as well as its own stores and websites. The company's revenue comes from its operating segments: Wholesale Footwear, Wholesale Accessories or Apparel, Direct-to-Consumer, and Licensing. The wholesale footwear segment accounts for the majority of revenue.

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도널드 트럼프 대통령 당선인이 제안한 관세는 이미 여러 산업의 기업들을 뒤흔들기 시작했으며, 많은 기업이 이익을 보호하기 위한 조치를 취하고 있다. 모든 수입품에 10~20%의 세금을 부과하고 중국산 제품에 60~100%의 관세를 부과하는 관세는 상당한 우려를 불러일으키고 있으며, 그 비용은 소비자의 지갑으로 바로 전가될 가능성이 높다.

오토존 CEO &#34;관세 비용 소비자에게 전가할 것&#34;, 가격 인상하는 또 다른 기업은?

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중국은 미국 대통령 당선인 도널드 트럼프의 백악관 복귀를 단기적인 경제적 도전에도 불구하고 전략적 우위를 점할 기회로 볼 수 있다고, 한 중국 전문가가 전했다.

트럼프의 재집권은 중국에 단기적인 고통이지만 장기적인 전략적 이득일 수도: 中 전문가

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30억 달러 규모의 신발 산업의 주요 기업인 스티븐 매든(NASDAQ:SHOO)은 중국 내 제조 운영을 대폭 축소할 계획을 발표했다. 이러한 전략적 변화는 도널드 트럼프 대통령 당선인이 제안한 중국산 수입품에 대한 관세에 대한 대응이다.

스티븐 매든이 트럼프 관세를 피하기 위해 생산 이전 계획을 발표, 그러나 문제가

Steven Madden Ltd

Telsey Advisory Group analyst Dana Telsey maintains Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) with a Market Perform and maintains $44 price target.

Price Target

Analyst Ratings

Telsey Advisory Group Maintains Market Perform on Steven Madden, Maintains $44 Price Target

WIIM

Steven Madden shares are trading higher after the company announced that it will acquire UK-based Kurt Geiger

Shares of fashion footwear, accessories, and apparel brand Steve Madden, Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) are trading <a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener">higher on Thursday</a>.
The company has agreed to purchase U.K.-based Kurt Geiger from a consortium led by the private equity firm Cinven for around 289 million British pounds <a target="_blank" href="https://www.benzinga.com//node/43688491" rel="noreferrer noopener">($360 million) in cash.</a>
The acquisition encompasses Kurt Geiger London and its brands, including KG Kurt Geiger and Carvela. Furthermore, Kurt Geiger runs high-end footwear concessions in top U.K. department stores, such as Harrods and Selfridges.
For the twelve months ended February 1, 2025, Kurt Geiger had estimated revenue of approximately 400 million British pounds.
&#8220;Kurt Geiger London&#8217;s unique brand image, high-quality and statement-making styles and compelling value proposition have driven success across multiple product categories, led by handbags,&#8221; said Steve Madden Chairman and CEO Edward Rosenfeld.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43651110/starbucks-faces-legal-action-over-alleged-discriminatory-hiring-practices" rel="noreferrer noopener">&#8216;Racism Has No Place in Missouri&#8217;: State Attorney General Sues Starbucks Over Hiring Policies</a>
Steve Madden&#8217;s Board of Directors has fully endorsed the deal. The company plans to fund the purchase using a mix of debt and available cash reserves.
&#8220;While we&#8217;ve delivered remarkable growth in recent years, we believe we are in the early stages of our growth journey, with significant expansion opportunities available to us. With its global infrastructure and proven track record of supporting and growing its brands, we believe Steve Madden is the right strategic partner to help us reach our potential,&#8221; said Kurt Geiger CEO Neil Clifford.
The transaction is expected to be finalized by the second quarter of 2025, subject to regulatory approval and other typical closing requirements.
As of September 2024, the company held cash and equivalents <a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/41811560/steve-madden-q3-earnings-top-estimates-as-revenue-jumps-13-lifts-2024-outlook" rel="noreferrer noopener">of &nbsp;$150.5&nbsp;million.</a>
Price Action: SHOO shares are trading higher by 4.01% at $39.14 at the last check Thursday.
Read Next:
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Photo via Shutterstock.

General

Steve Madden Snaps Up Kurt Geiger In $360 Million Deal: Details

Needham analyst Tom Nikic reiterates Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) from Hold to Hold.

Reiteration

Needham Reiterates Hold on Steven Maddento Hold

Steve Madden Agreed To Acquire Uk-based Kurt Geiger From A Group Led By International Private Equity Firm Cinven For An Enterprise Value Of Approximately £289M In Cash

Citigroup analyst Paul Lejuez maintains Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) with a Neutral and lowers the price target from $45 to $38.

Citigroup Maintains Neutral on Steven Madden, Lowers Price Target to $38

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Stephens &amp; Co. raised Tyson Foods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>) price target from $60 to $63. Stephens &amp; Co. analyst Pooran Sharma maintained an Equal-Weight rating. Tyson shares closed at $57.74 on Monday. <a href="https://www.benzinga.com/quote/TSN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Cantor Fitzgerald raised the price target for Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) from $50 to $55. Cantor Fitzgerald analyst Olivia Brayer maintained a Neutral rating. Bristol-Myers Squibb shares closed at $59.95 on Monday. <a href="https://www.benzinga.com/quote/BMY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo raised Marriott International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) price target from $262 to $285. Wells Fargo analyst Daniel Politzer maintained an Equal-Weight rating. Marriott shares closed at $290.46 on Monday. <a href="https://www.benzinga.com/quote/MAR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Cantor Fitzgerald raised the price target for Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) from $72 to $98. Cantor Fitzgerald analyst Thomas Blakey maintained a Neutral rating. Palantir shares closed at $83.74 on Monday. <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Piper Sandler cut the price target for Steven Madden, Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) from $45 to $40. Piper Sandler analyst Anna Andreeva maintained a Neutral rating. Steven Madden shares closed at $38.32 on Monday. <a href="https://www.benzinga.com/quote/SHOO/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Morgan Stanley cut L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>) price target from $260 to $250. Morgan Stanley analyst Kristine Liwag maintained an Equal-Weight rating. L3Harris shares settled at $212.78 on Monday. <a href="https://www.benzinga.com/quote/LHX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays raised Baker Hughes Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NYSE">BKR</a>) price target from $51 to $55. Barclays analyst David Anderson maintained an Overweight rating. Baker Hughes shares closed at $47.40 on Monday. <a href="https://www.benzinga.com/quote/BKR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird cut AECOM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACM#NYSE">ACM</a>) price target from $125 to $17. Baird analyst Andrew Wittmann maintained an Outperform rating. AECOM shares closed at $103.85 on Monday.  <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt raised the price target for Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) from $280 to $285. Rosenblatt analyst Mike Genovese maintained a Buy rating. Fabrinet shares settled at $225.60 on Monday. <a href="https://www.benzinga.com/quote/FN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Piper Sandler cut McDonald&#8217;s Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) price target from $297 to $290. Piper Sandler analyst Aisling Grueninger maintained a Neutral rating. McDonald&#8217;s shares closed at $290.05 on Monday. <a href="https://www.benzinga.com/quote/MCD/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
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McDonald's To $290? Here Are 10 Top Analyst Forecasts For Tuesday

Piper Sandler analyst Anna Andreeva maintains Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) with a Neutral and lowers the price target from $45 to $40.

Piper Sandler Maintains Neutral on Steven Madden, Lowers Price Target to $40

Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) has been analyzed by 4 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Steven Madden, revealing an average target of $47.25, a high estimate of $50.00, and a low estimate of $44.00. Observing a downward trend, the current average is 2.07% lower than the prior average price target of $48.25. 
<img src="https://www.benzinga.com/files/images/story/2025/1738670435_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
The standing of Steven Madden among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$44.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$50.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$45.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$50.00</td>
<td>$50.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Steven Madden. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Steven Madden compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Steven Madden's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
To gain a panoramic view of Steven Madden's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/SHOO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Steven Madden analyst ratings.</a>
<h2>Get to Know Steven Madden Better</h2>
Steven Madden Ltd designs and sells brand-name and private-label footwear and accessories. Its products are geared toward fashion-conscious adults and children. The company sells its products through department stores and other retailers as well as its own stores and websites. The company's revenue comes from its operating segments: Wholesale Footwear, Wholesale Accessories or Apparel, Direct-to-Consumer, and Licensing. The wholesale footwear segment accounts for the majority of revenue.
<h3>Steven Madden's Financial Performance</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Steven Madden's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 13.02%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: Steven Madden's net margin excels beyond industry benchmarks, reaching 8.85%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Steven Madden's ROE stands out, surpassing industry averages. With an impressive ROE of 6.73%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Steven Madden's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 3.9% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Steven Madden's debt-to-equity ratio is below the industry average at 0.19, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Steven Madden Stands With Analysts

Telsey Advisory Group analyst Dana Telsey maintains Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) with a Market Perform and lowers the price target from $50 to $44.

Telsey Advisory Group Maintains Market Perform on Steven Madden, Lowers Price Target to $44

&nbsp;Shares of retail stocks are trading lower as investors evaluate U.S. tariff risks which may negatively impact industry revenues.&nbsp;
&nbsp;Shares of retail stocks are trading lower as investors evaluate U.S. tariff risks which may negatively impact industry revenues.&nbsp;

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Shares of retail and apparel stocks are trading lower as investors evaluate U.S. tariff risks which may hinder industry sales.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/06/24</td>
<td>$355.00</td>
<td>$26.2K</td>
<td>11.1K</td>
<td>38.5K</td>
</tr>
<tr>
<td>SBUX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$100.00</td>
<td>$53.9K</td>
<td>13.1K</td>
<td>1.5K</td>
</tr>
<tr>
<td>WSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$190.00</td>
<td>$27.1K</td>
<td>2.2K</td>
<td>1.2K</td>
</tr>
<tr>
<td>SHOO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$45.00</td>
<td>$55.0K</td>
<td>3.6K</td>
<td>1.0K</td>
</tr>
<tr>
<td>DAN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$12.00</td>
<td>$30.3K</td>
<td>13</td>
<td>1.0K</td>
</tr>
<tr>
<td>PVH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$115.00</td>
<td>$33.3K</td>
<td>980</td>
<td>545</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$32.00</td>
<td>$34.5K</td>
<td>2.1K</td>
<td>449</td>
</tr>
<tr>
<td>PDD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/13/24</td>
<td>$97.00</td>
<td>$61.8K</td>
<td>335</td>
<td>243</td>
</tr>
<tr>
<td>CPNG</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$27.00</td>
<td>$26.2K</td>
<td>484</td>
<td>135</td>
</tr>
<tr>
<td>CROX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$110.00</td>
<td>$88.0K</td>
<td>1.4K</td>
<td>127</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on December 6, 2024. Parties traded 69 contract(s) at a $355.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $26.2K, with a price of $380.0 per contract. There were 11199 open contracts at this strike prior to today, and today 38566 contract(s) were bought and sold. 
• Regarding SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we observe a call option sweep with bearish sentiment. It expires in 44 day(s) on January 17, 2025. Parties traded 135 contract(s) at a $100.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $53.9K, with a price of $400.0 per contract. There were 13139 open contracts at this strike prior to today, and today 1565 contract(s) were bought and sold. 
• For WSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSM#NYSE">WSM</a>), we notice a call option sweep that happens to be bullish, expiring in 16 day(s) on December 20, 2024. This event was a transfer of 68 contract(s) at a $190.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $27.1K, with a price of $400.0 per contract. There were 2211 open contracts at this strike prior to today, and today 1251 contract(s) were bought and sold. 
• For SHOO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>), we notice a put option trade that happens to be bullish, expiring in 16 day(s) on December 20, 2024. This event was a transfer of 1000 contract(s) at a $45.00 strike. The total cost received by the writing party (or parties) was $55.0K, with a price of $55.0 per contract. There were 3664 open contracts at this strike prior to today, and today 1008 contract(s) were bought and sold. 
• For DAN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAN#NYSE">DAN</a>), we notice a put option trade that happens to be bearish, expiring in 198 day(s) on June 20, 2025. This event was a transfer of 202 contract(s) at a $12.00 strike. The total cost received by the writing party (or parties) was $30.3K, with a price of $150.0 per contract. There were 13 open contracts at this strike prior to today, and today 1000 contract(s) were bought and sold. 
• For PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>), we notice a call option sweep that happens to be bearish, expiring in 16 day(s) on December 20, 2024. This event was a transfer of 71 contract(s) at a $115.00 strike. This particular call needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $33.3K, with a price of $470.0 per contract. There were 980 open contracts at this strike prior to today, and today 545 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a call option sweep with bullish sentiment. It expires in 44 day(s) on January 17, 2025. Parties traded 108 contract(s) at a $32.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $34.5K, with a price of $320.0 per contract. There were 2155 open contracts at this strike prior to today, and today 449 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a call option sweep that happens to be bearish, expiring in 9 day(s) on December 13, 2024. This event was a transfer of 220 contract(s) at a $97.00 strike. This particular call needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $61.8K, with a price of $281.0 per contract. There were 335 open contracts at this strike prior to today, and today 243 contract(s) were bought and sold. 
• Regarding CPNG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPNG#NYSE">CPNG</a>), we observe a put option sweep with bullish sentiment. It expires in 79 day(s) on February 21, 2025. Parties traded 72 contract(s) at a $27.00 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $26.2K, with a price of $365.0 per contract. There were 484 open contracts at this strike prior to today, and today 135 contract(s) were bought and sold. 
• Regarding CROX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CROX#NASDAQ">CROX</a>), we observe a call option trade with bearish sentiment. It expires in 44 day(s) on January 17, 2025. Parties traded 100 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $88.0K, with a price of $880.0 per contract. There were 1419 open contracts at this strike prior to today, and today 127 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CPNG

CROX

Citigourp Global Markets 2% Protected Notes Linked To The Djia

SBUX

TSLA

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

Analysts' ratings for Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) over the last quarter vary from bullish to bearish, as provided by 4 analysts.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $48.75, with a high estimate of $50.00 and a low estimate of $45.00. This upward trend is evident, with the current average reflecting a 1.04% increase from the previous average price target of $48.25.
<img src="https://www.benzinga.com/files/images/story/2024/1732276827_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Steven Madden. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$50.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$45.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$50.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$50.00</td>
<td>$50.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Steven Madden. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Steven Madden compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Steven Madden's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Steven Madden's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/SHOO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Steven Madden analyst ratings.</a>
<h2>Get to Know Steven Madden Better</h2>
Steven Madden Ltd designs and sells brand-name and private-label footwear and accessories. Its products are geared toward fashion-conscious adults and children. The company sells its products through department stores and other retailers as well as its own stores and websites. The company's revenue comes from its operating segments: Wholesale Footwear, Wholesale Accessories or Apparel, Direct-to-Consumer, and Licensing. The wholesale footwear segment accounts for the majority of revenue.
<h3>Steven Madden: Delving into Financials</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Positive Revenue Trend: Examining Steven Madden's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 13.02% as of 30 September, 2024, showcasing a substantial increase in top-line earnings. When compared to others in the Consumer Discretionary sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Steven Madden's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 8.85%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Steven Madden's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 6.73% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Steven Madden's ROA excels beyond industry benchmarks, reaching 3.9%. This signifies efficient management of assets and strong financial health.
Debt Management: Steven Madden's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.19.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Forecasting The Future: 4 Analyst Projections For Steven Madden

Needham analyst Tom Nikic initiates coverage on Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) with a Hold rating.

Initiation

Needham Initiates Coverage On Steven Madden with Hold Rating

President-elect Donald Trump&#8217;s proposed tariffs have already <a href="https://www.benzinga.com/news/24/11/41871407/trumps-tariffs-deportations-and-tax-cuts-may-push-prices-higher-experts-say-its-pretty-clear">begun to upend businesses</a> in several industries and many are taking action to safeguard their profits. The tariffs, which include a 10-20% tax on all imports and a potential <a href="https://www.benzinga.com/news/global/24/11/41870809/china-may-benefit-from-trumps-return-to-white-house-despite-his-tariff-plans-says-expert-short-term-pain-but-potentially-long-term-strategic-gain">60-100% on goods from China</a>, are causing significant concern – and the costs are likely coming right to consumers' wallets.
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Philip Daniele, the CEO of AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>), has stated unequivocally that if these tariffs are imposed, consumers will bear the expense. On a recent earnings call, Daniele said, &#8220;If we get tariffs, we will pass those tariff costs back to the consumer.&#8221; The company expects to raise prices even before the tariffs take effect, anticipating how these new policies will impact its margins.
<h2 class="wp-block-heading">Who Else Is Raising Prices?</h2>
Many other businesses, particularly those that depend significantly on foreign suppliers, are also preparing for possible price increases, so AutoZone is not the only company preparing for these changes.&nbsp;
Steve Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) is one of the first companies to make a move. The shoe retailer, which sources 70% of its products from China, <a href="https://www.benzinga.com/24/11/41862692/steve-madden-announces-plans-to-move-production-to-avoid-trump-tariffs-but-theres-a-catch">announced that it will cut its reliance</a> on Chinese production by half, moving to places like Vietnam, Cambodia and Mexico. Even with these changes, customers should anticipate price increases as Steve Madden manages the higher expenses related to the effects of tariffs and changing supply chains.
Trending: ‘Scrolling to UBI': Deloitte's #1 fastest-growing software company allows users to earn money on their phones –<a href="https://www.benzinga.com/money/mode-mobile-2"> invest today with $1,000 for just $0.25/share</a>
Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) also raised concerns about how tariffs would make it more difficult to maintain the affordability of its products. According to CEO Tim Boyle, the company may be forced to raise prices to cover the additional tariff charges.&nbsp;
The <a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study">National Retail Federation</a> expressed similar views, describing the tariffs as &#8220;a tax on American families&#8221; and warning that the cost of daily goods like furniture, shoes and clothes might rise sharply.
According to their research, a $90 pair of sneakers might cost $106-116 and a $100 coat could cost up to $21 more. Footwear companies, in particular, are worried – since nearly 99% of all shoes sold in the U.S. are made abroad, it will be tough to move production to the U.S. anytime soon.
See Also: With over 7.8K investors including Meta, Google and Amazon Execs – this AI start-up's valuation has skyrocketed from $5 million to $85 million in just three years. <a href="https://www.benzinga.com/money/rad-ai">Be an early investor with just $1,000 for only $0.50/share today before the offer closes in 2 weeks.</a>
<a href="https://www.benzinga.com/news/earnings/24/10/41599361/stanley-black-decker-q3-earnings-revenue-misses-cost-savings-drive-margin-gains-narrows-2024-eps-gu">Stanley Black &amp; Decker</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) is another company planning to deal with the potential impact of tariffs. According to CEO Donald Allan Jr., the company has been considering several options, but manufacturing their goods in the United States isn&#8217;t considered practical because of financial difficulties. Rather, they will probably pass on any higher expenses to customers. &#8220;And obviously, coming out of the gate, there would be price increases associated with tariffs that we put into the market,&#8221; Allan stated.
Even dollar stores aren&#8217;t immune. <a href="https://www.benzinga.com/insights/analyst-ratings/24/10/41451898/what-analysts-are-saying-about-dollar-tree-stock">Dollar Tree</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>), which imports many of its items from China, might have to rethink its fixed-price-point model of $1.25 per item if tariffs increase costs too much. Like other importers, the company faces a difficult choice – absorb higher costs, which would hit profits or raise prices, which could challenge its value-focused business model.
For now, many companies are waiting to see what will actually happen with the proposed tariffs, but one thing is clear – if they do go into effect, the cost of imports will rise and those increases will most likely reach consumers.
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"We Will Pass Those Tariff Costs Back To The Consumer," Says CEO Of AutoZone. Here's A Look At Other Companies Raising Prices

Telsey Advisory Group analyst Dana Telsey maintains Steven Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) with a Market Perform and maintains $50 price target.

Telsey Advisory Group Maintains Market Perform on Steven Madden, Maintains $50 Price Target

China may view President-elect Donald Trump&#8217;s return to the White House as an opportunity for strategic advantage despite immediate economic challenges, according to a leading China expert.
What Happened: Elizabeth Economy, a senior fellow at the Hoover Institution, <a href="https://x.com/BloombergTV/status/1855626514500333605">told</a> Bloomberg TV that while Trump&#8217;s proposed 60% tariffs would significantly impact China&#8217;s economy, the longer-term implications could favor Beijing&#8217;s global ambitions.
&#8220;China is probably looking at the return of Donald Trump as short-term pain, but potentially long-term strategic gain,&#8221; Economy said. She estimated that China would need to find new markets for approximately $200 billion in exports if Trump&#8217;s tariff plans materialize.
The trade restrictions would hit China particularly hard given its current economic struggles, Economy noted. However, she suggested that Trump&#8217;s potential impact on America&#8217;s global leadership role could ultimately benefit China&#8217;s strategic interests.
Economy emphasized that Trump&#8217;s presidency could weaken the United States&#8217; traditional position as a major security guarantor, free trade advocate, and democracy supporter on the world stage – areas where China seeks to expand its influence.&#8221;It opens up an opportunity for [Chinese Prsident] Xi Jinping to fill the gap to step into the bridge,&#8221; Economy said. 
See Also: <a href="https://www.benzinga.com/news/large-cap/24/11/41826586/wall-street-closes-at-record-highs-after-reassurance-from-powell-magnificent-7-hit-17-trillion-tre?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Wall Street Hits Record Highs After Powell&#8217;s Speech, Lifts Magnificent 7 Stocks To $17 Trillion In Historic Trading</a>
Why It Matters: Trump&#8217;s return has already <a href="https://www.benzinga.com/24/11/41867397/xi-jinping-courts-us-allies-to-counter-trumps-trade-threats-report">prompted reactions from China</a>, as seen in recent moves by Chinese leadership. China is actively engaging U.S. allies in Europe and Asia to mitigate the impact of Trump&#8217;s proposed tariffs, which could be as high as 60% on Chinese imports. This strategy includes offering tariff cuts and visa exemptions to these allies.
Additionally, the U.S. has taken steps to curb China&#8217;s technological advancements. A report reveals that the U.S. has asked Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) to halt shipments of advanced chips to China, further <a href="https://www.benzinga.com/24/11/41867470/us-asks-tsmc-to-stop-shipment-of-chips-used-in-ai-applications-to-customers-from-china-after-its-chip-was-found-in-huawei-ai-processor">complicating China&#8217;s economic landscape</a>.
Furthermore, companies like Steve Madden Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) are <a href="https://www.benzinga.com/24/11/41862692/steve-madden-announces-plans-to-move-production-to-avoid-trump-tariffs-but-theres-a-catch">already adjusting their strategies</a> to avoid potential tariffs by reducing manufacturing in China and shifting production to other countries.
Read Next: 
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<li><a href="https://www.benzinga.com/news/24/11/41795320/trumps-20-tariff-plans-could-unleash-wave-of-spending-on-big-ticket-buys-in-holiday-quarter-says-eco?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Trump&#8217;s 20% Tariff Plans Could Unleash Wave Of Spending On Big Ticket Buys In Holiday Quarter, Says Economist Justin Wolfers — &#8216;Already Hearing Anecdata&#8217;</a></li>
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Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

China May Benefit From Trump's Return To White House Despite His Tariff Plans, Says Expert: 'Short-Term pain, But Potentially Long-Term Strategic Gain'

Press Releases

Steve Madden Announces First Quarter 2024 Earnings Release Date

Earnings

Steve Madden Announces First Quarter 2024 Results

Steve Madden Announces Second Quarter 2024 Earnings Release Date

Steve Madden Announces Second Quarter 2024 Results

UNIFIED COMMERCE GROUP ANNOUNCES ACQUISITION OF GREATS FROM STEVE MADDEN AND NEW INVESTMENTS

Fast Simon Partners with Steve Madden to Bring AI Shopping Optimization to Its Brands

Steve Madden Announces Third Quarter 2024 Earnings Release Date

Steve Madden Announces Third Quarter 2024 Results

Steve Madden Announces Fourth Quarter and Fiscal Year End 2024 Earnings Release Date

Steve Madden Announces Definitive Agreement to Acquire Kurt Geiger

Allbirds

Birkenstock Holding

Crocs

Deckers Outdoor

Nike

Rocky Brands

Skechers USA

Wolverine World Wide

Telsey Advisory Group

Citigroup

Piper Sandler

Wedbush

BTIG

Paul Lejuez

도널드 트럼프 대통령 당선인이 제안한 관세는 이미 여러 산업의 <a href="https://www.benzinga.com/news/24/11/41871407/trumps-tariffs-deportations-and-tax-cuts-may-push-prices-higher-experts-say-its-pretty-clear" target="_blank" rel="noopener">기업들을 뒤흔들기 시작했으며</a>, 많은 기업이 이익을 보호하기 위한 조치를 취하고 있다. 모든 수입품에 10~20%의 세금을 부과하고 <a href="https://www.benzinga.com/news/global/24/11/41870809/china-may-benefit-from-trumps-return-to-white-house-despite-his-tariff-plans-says-expert-short-term-pain-but-potentially-long-term-strategic-gain" target="_blank" rel="noopener">중국산 제품에 60~100%의 관세</a>를 부과하는 관세는 상당한 우려를 불러일으키고 있고, 그 비용은 소비자의 지갑으로 바로 전가될 가능성이 높다.
오토존 AZO의 CEO인 필립 다니엘(Philip Daniele)은 이러한 관세가 부과되면 소비자가 그 비용을 부담하게 될 것이라고 분명하게 밝혔다. 최근 실적 발표에서 다니엘은 "관세가 부과되면 그 관세 비용을 소비자에게 다시 전가할 것"이라고 말했다. 오토존은 이러한 새로운 정책이 마진에 어떤 영향을 미칠지 예상하여 관세가 발효되기 전에도 가격을 인상할 것으로 예상하고 있다.
<h2 class="wp-block-heading">또 어느 기업이 가격 인상하나?</h2>
다른 많은 기업들, 특히 해외 공급업체에 크게 의존하는 기업들도 가격 인상을 준비하고 있으므로 이러한 변화에 대비하는 기업은 오토존뿐만이 아니다.
신발 소매업체 스티브 매든(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>)은 가장 먼저 움직인 기업 중 하나다. 제품의 70%를 중국에서 조달하는 스티븐매든은 중국 생산 <a href="https://www.benzinga.com/24/11/41862692/steve-madden-announces-plans-to-move-production-to-avoid-trump-tariffs-but-theres-a-catch" target="_blank" rel="noopener">의존도를 절반으로 줄이고</a> 베트남, 캄보디아, 멕시코 같은 곳으로 생산지를 옮길 것이라고 발표했다. 이러한 변화에도 불구하고 스티브 매든은 관세 및 공급망 변화로 인한 비용 증가를 관리하기 위해 가격 인상을 예상해야 한다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%87%BC%ED%94%BC%ED%8C%8C%EC%9D%B4-%EB%94%94%EC%A6%88%EB%8B%88-%EB%B0%8F-%EC%BD%94%EC%9D%B8%EB%B2%A0%EC%9D%B4%EC%8A%A4%EB%8A%94-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EA%B3%A0-%EC%84%B1%EA%B3%BC/">쇼피파이, 디즈니 및 코인베이스는 지난주 최고 성과를 보여준 10개 대형주 중 일부 (11월 11일-15일)</a>
컬럼비아 스포츠웨어(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>)도 관세로 인해 제품 가격을 유지하기가 더 어려워질 것이라는 우려를 제기했다. 팀 보일(Tim Boyle) CEO는 추가 관세 부과를 충당하기 위해 가격을 인상해야 할 수도 있다고 말했다.
<a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study" target="_blank" rel="noopener">미국소매협회(</a>National Retail Federation)도 비슷한 견해를 표명하며 관세를 "미국 가정에 대한 세금"으로 묘사하고 가구, 신발, 의류와 같은 일용품의 가격이 급격히 상승할 수 있다고 경고했다.
이들의 조사에 따르면 90달러짜리 운동화는 106~116달러, 100달러짜리 코트는 최대 21달러까지 더 비쌀 수 있다고 한다. 특히 신발 회사들은 미국에서 판매되는 신발의 거의 99%가 해외에서 생산되기 때문에 조만간 미국으로 생산을 이전하기 어려울 것으로 우려하고 있다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EB%B2%A0%EC%9D%B4%EC%A1%B0%EC%8A%A4-11%EC%9B%94-%EC%B4%9D-34%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%83%81%EB%8B%B9-%EB%A7%A4%EB%8F%84%EB%A1%9C-%EA%B3%84%ED%9A%8D%EB%B3%B4%EB%8B%A4-%EC%95%9E%EC%84%9C/">베이조스, 11월 총 34억 달러 상당 매도로 계획보다 앞서 아마존 주식 매각 마무리</a>
<a href="https://www.benzinga.com/news/earnings/24/10/41599361/stanley-black-decker-q3-earnings-revenue-misses-cost-savings-drive-margin-gains-narrows-2024-eps-gu" target="_blank" rel="noopener">스탠리 블랙앤데커</a>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>)도 관세의 잠재적 영향에 대처할 계획을 세우고 있는 기업 중 하나다. 도널드 앨런 주니어(Donald Allan Jr.) CEO 에 따르면 스탠리는 여러 가지 옵션을 고려하고 있지만, 재무적 어려움으로 인해 미국에서 제품을 생산하는 것은 실용적이지 않다고 한다. 오히려 더 높은 비용을 고객에게 전가할 가능성이 크다. 앨런은 "분명히 관세가 적용되면 가격 인상이 있을 것&#8221;이라고 말했다.
달러 스토어도 예외는 아니다. 중국에서 많은 품목을 수입하는 <a href="https://www.benzinga.com/insights/analyst-ratings/24/10/41451898/what-analysts-are-saying-about-dollar-tree-stock" target="_blank" rel="noopener">달러트리</a>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>)는 관세로 인해 비용이 너무 많이 증가하면 품목당 1.25달러의 고정 가격 포인트 모델을 재고해야 할 수도 있다. 다른 수입업체와 마찬가지로 달러트리도 회사는 더 높은 비용을 흡수하여 이익에 타격을 줄 것인지, 가격을 인상하여 가치 중심 비즈니스 모델에 도전할 것인지라는 어려운 선택에 직면해 있다.
현재 많은 기업이 제안된 관세로 인해 실제로 어떤 일이 일어날지 지켜보고 있지만, 한 가지 분명한 것은 관세가 시행되면 수입 비용이 상승하고 그 인상분이 소비자에게 전가될 가능성이 높다는 것이다.
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오토존 CEO "관세 비용 소비자에게 전가할 것", 가격 인상하는 또 다른 기업은?

중국은 미국 대통령 당선인 도널드 트럼프의 백악관 복귀를 단기적인 경제적 도전에도 불구하고 전략적 우위를 점할 기회로 볼 수 있다고, 한 중국 전문가가 전했다.
무슨 일이 (What Happened): 엘리자베스 이코노미(Elizabeth Economy) 후버 연구소 선임 연구원은 블룸버그 TV와의 인터뷰에서 트럼프가 제안한 60% 관세가 중국 경제에 상당한 영향을 미칠 것이라고 <a href="https://x.com/BloombergTV/status/1855626514500333605" target="_blank" rel="noopener">말했지</a>만, 장기적으로는 베이징의 글로벌 야망에 유리할 수 있다고 말했다.
&#8220;중국은 아마도 도널드 트럼프의 복귀를 단기적인 고통으로 보지만, 잠재적으로는 장기적인 전략적 이득으로 보고 있을 것이다&#8221;라고 이코노미가 말했다. 그녀는 트럼프의 관세 계획이 실현된다면 중국이 약 2천억 달러의 수출 시장을 찾아야 할 것이라고 추정했다.
이 무역 제한은 현재 경제적 어려움을 겪고 있는 중국에 특히 큰 타격을 줄 것이라고 이코노미가 말했다. 그러나 그녀는 트럼프가 미국의 글로벌 리더십 역할에 미칠 잠재적 영향이 궁극적으로 중국의 전략적 이익에 도움이 될 수 있다고 설명했다.
이코노미는 트럼프의 대통령직이 미국의 전통적인 주요 안보 보장자, 자유무역 옹호자 및 민주주의 지지자의 입지를 약화시킬 수 있다고 강조했다. 이는 중국이 자신의 영향력을 확장하고자 하는 분야이다. &#8220;이는 [중국 국가주석] 시진핑이 그 공백을 메우고 다리 역할을 할 기회를 열어준다,&#8221;고 이코노미가 말했다.
참고: <a href="https://www.benzinga.com/news/large-cap/24/11/41826586/wall-street-closes-at-record-highs-after-reassurance-from-powell-magnificent-7-hit-17-trillion-tre?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">파월의 연설 이후 월스트리트가 사상 최고치에 도달하고, 매그니피센트 7주가 17조 달러로 상승한 역사적인 거래</a>
왜 중요한가 (Why It Matters): 트럼프의 복귀는 이미 <a href="https://www.benzinga.com/24/11/41867397/xi-jinping-courts-us-allies-to-counter-trumps-trade-threats-report">중국의 반응을 촉발</a>했다. 최근 중국 지도부의 움직임에서 볼 수 있듯이, 중국은 트럼프의 60% 관세 제안의 영향을 완화하기 위해 유럽과 아시아의 미국 동맹국들과 적극적으로 교류하고 있다. 이 전략에는 이러한 동맹국들에게 관세 인하와 비자 면제를 제공하는 내용이 포함된다.
또한, 미국은 중국의 기술 발전을 억제하기 위한 조치를 취했다. 보고서에 따르면, 미국은 대만 반도체 제조(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)에 중국으로의 고급 칩 출하를 중단하라고 요청하여 중국의 경제 환경을 더욱 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%AF%B8%EA%B5%AD-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%EB%B0%8F-%EC%95%A0%ED%94%8C-%EA%B3%B5%EA%B8%89%EC%97%85%EC%B2%B4%EC%9D%B8-tsmc%EC%97%90-%EC%A4%91%EA%B5%AD%EC%9C%BC%EB%A1%9C-ai%EC%97%90/" target="_blank" rel="noopener">복잡하게</a> 만들었다.
더욱이, 스티븐 매든(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>)와 같은 회사들은 <a href="https://kr.benzinga.com/news/usa/stocks/%EC%8A%A4%ED%8B%B0%EB%B8%8C-%EB%A7%A4%EB%93%A0%EC%9D%B4-%ED%8A%B8%EB%9F%BC%ED%94%84-%EA%B4%80%EC%84%B8%EB%A5%BC-%ED%94%BC%ED%95%98%EA%B8%B0-%EC%9C%84%ED%95%B4-%EC%83%9D%EC%82%B0-%EC%9D%B4%EC%A0%84/" target="_blank" rel="noopener">트럼프의 관세 회피를 위한 생산 전략을 조정</a>하고 있다. 이는 중국에서의 제조를 줄이고 다른 국가들로 생산을 이전하는 내용을 포함한다.
다음 내용 읽기:
<ul>
<li><a href="https://www.benzinga.com/news/24/11/41795320/trumps-20-tariff-plans-could-unleash-wave-of-spending-on-big-ticket-buys-in-holiday-quarter-says-eco?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">트럼프의 20% 관세 계획이 연휴 분기 대형 구매에 대한 소비의 물결을 촉발할 수 있다고 경제학자 저스틴 울퍼스가 말했습니다 — &#8216;이미 일화적 데이터가 들려오고 있습니다&#8217;</a></li>
</ul>
이미지 출처: Shutterstock
면책 조항: 이 콘텐츠는 AI 도구의 도움으로 부분적으로 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
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30억 달러 규모의 신발 산업의 주요 기업인 스티븐 매든(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>)은 중국 내 제조 운영을 대폭 축소할 계획을 발표했다. 이러한 전략적 변화는 도널드 트럼프 대통령 당선인이 <a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study" target="_blank" rel="noopener" data-google-interstitial="false">제안한 중국산 수입품에 대한 관세</a>에 대한 대응이다.
무슨 일이 (What Happened): CEO 에드워드 로젠펠드(Edward Rosenfeld)는 회사가 현재 중국에서의 생산량을 절반으로 줄일 계획이라고 <a href="https://edition.cnn.com/2024/11/08/economy/steve-madden-china-trump-tariffs/index.html" target="_blank" rel="noopener">CNN</a>이 밝혔다. 현재 스티븐 매든의 수입품 중 70%가 중국에서 들어오고 있다.
이 회사는 이를 40%에서 45%로 줄일 계획이며, 생산을 캄보디아, 베트남, 멕시코 및 브라질 등으로 옮길 예정이다. 이 전략은 최대 60%에 이를 수 있는 중국산 제품에 대한 관세를 피하기 위한 것이다.
왜 중요한가 (Why It Matters): 스티븐 매든의 생산 이전 결정은 도널드 트럼프 당선자의 공격적인 관세 제안에 대한 광범위한 대응의 일환이다.
트럼프는 모든 수입품에 <a href="https://www.benzinga.com/news/large-cap/24/11/41774549/trumps-big-tech-policies-what-gop-victory-means-for-apple-google-microsoft" target="_blank" rel="noopener" data-google-interstitial="false">20%의 관세를 부과</a>하고 중국산 제품에 대해 더 높은 비율을 제안했다. 이로 인해 애플 등 중국 제조업에 크게 의존하는 기업들 사이에서는 잠재적인 비용 증가가 소비자에게 전가될 수 있다는 우려가 제기되었다.
또한, <a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study" target="_blank" rel="noopener" data-google-interstitial="false">전국 소매 연맹(National Retail Federation)의 연구</a>에 따르면, 이러한 관세는 소비자 지출을 크게 감소시킬 수 있으며, 연간 780억 달러의 손실을 초래할 수 있다고 경고한다. 이 연구는 의류 및 가전 제품과 같은 필수 품목에 대한 영향을 강조하며, 가격 인상이 저소득 가정에 불균형적으로 영향을 미칠 수 있다.
경제학자 <a href="https://www.benzinga.com/news/24/11/41795320/trumps-20-tariff-plans-could-unleash-wave-of-spending-on-big-ticket-buys-in-holiday-quarter-says-eco" target="_blank" rel="noopener" data-google-interstitial="false">저스틴 울퍼스(Justin Wolfers)</a>는 이러한 관세의 예상이 소비자들이 관세가 발효되기 전에 구매를 서두르게 만들면서 고가 품목에 대한 소비 지출이 급증할 수 있다고 생각한다.
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Photo courtesy: Wikimedia Commons
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