Added to YB: 2025-11-14
Pitch date: 2025-11-09
CROX [neutral]
Crocs, Inc.
+14.86%
current return
Author Info
No bio for this author
Company Info
Crocs, Inc., together with its subsidiaries, designs, develops, manufactures, markets, distributes, and sells casual lifestyle footwear and accessories for men, women, and children under the Crocs and HEYDUDE Brands in the United States and internationally.
Market Cap
$3.8B
Pitch Price
$78.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.58
P/E
22.50
EV/Sales
1.32
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
CROX | Crocs Q3 2025 Earnings Highlights
CROX (earnings): Q3 beat expectations but revealed HEYDUDE brand crisis - rev down 6.2% YOY, adj EPS down 18.9%. HEYDUDE wholesale collapsed 38.6%, total brand rev down 21.6%. Core Crocs brand struggling in North America (-8.8%) but international growth +5.8%. Growth story over, shifting to cost cuts ($150M target) & buybacks ($203M repurchased). HEYDUDE cleanup continues through mid-2026.
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