Added to YB: 2026-02-17
Pitch date: 2026-02-14
CROX [neutral]
Crocs, Inc.
-0.42%
current return
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 kids under the Crocs and HEYDUDE Brands in the United States and internationally.
Market Cap
$4.9B
Pitch Price
$96.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.68
P/E
-65.46
EV/Sales
1.59
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Crocs ($CROX) - FY 2025 Results
CROX (earnings): FY25 flat to +2% Crocs brand rev, +10% int'l growth led by China +30%, Japan/Korea returning, W.Europe double-digit. HEYDUDE shrinking, may return to growth H2'26 post-destocking. Strong buybacks: $750M auth remaining (~7.5M shares at $100). ROIC declined but held >10% adjusted. Mgmt confident on int'l but NA flat. Updated model shows IRR below hurdle rate—not attractive at $95/share.
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