Added to YB: 2025-12-26
Pitch date: 2025-12-22
CROX [bullish]
Crocs, Inc.
Author Info
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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
$4.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.29
P/E
27.38
EV/Sales
1.52
Sector
Textiles, Apparel and Luxury Goods
Category
value
NASDAQ:CROX for Christmas
CROX: HeyDude acquisition ($2.5B) struggling badly, tariff headwinds (~$100M annual impact), NA sales down mid-single digits. However, international growth remains strong (+23% Q3), China +20% YoY. Trading at single-digit P/E despite 18% share count reduction since 2017, $63M debt paydown Q3. Bear case overblown given brand resilience & international expansion potential.
Read full article (6 min)