Added to YB: 2026-02-23
Pitch date: 2026-02-19
CROX [neutral]
Crocs, Inc.
+4.21%
current return
Author Info
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
$96.00
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
turnaround
2025 Q4 Earnings Update Part 1: Crocs, Inc.
CROX (earnings): Q4 rev -3.2% but DTC +4.7% at 60% margins. China +30% YOY growth accelerating. FY25 bought back $577M shares (56M→50M float), $757M auth remaining for another 15% reduction. $700M OCF. Asian fund mgrs (Li Lu, Norbert Lou) buying. Priced for zero growth despite intl expansion potential. Risk: M&A.
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