Added to YB: 2026-03-13
Pitch date: 2026-03-11
CROX [neutral]
Crocs, Inc.
-1.18%
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 kids under the Crocs and HEYDUDE Brands in the United States and internationally.
Market Cap
$4.2B
Pitch Price
$80.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.00
P/E
-55.27
EV/Sales
1.40
Sector
Textiles, Apparel and Luxury Goods
Category
value
Crocs Q4 ‘25 earnings update
CROX (earnings): Q4 rev $4.01B (-2% YoY), adj op margin 22.3%, FCF $659M (16.5% margin). Crocs brand intl +11% to $1.6B (now 50% of brand rev), China +30%; NA -7% on weak low-end consumer. HeyDude -14% but mgmt guides H2'26 return to growth as wholesale cleanup ends; DTC +3%, brand awareness 30%→39%, ASP +4% for 10th straight qtr. Trading 6.3x EV/EBIT; repurchased $577M (10% of shares). 2026 guide: flat to -1% rev, back-half weighted on HeyDude inflection.
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