Added to YB: 2026-04-10
Pitch date: 2026-04-08
CROX [neutral]
Crocs, Inc.
+5.02%
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
$4.9B
Pitch Price
$97.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.63
P/E
-64.72
EV/Sales
1.57
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
What Made Me Fall in Love with $CROX Is Still There. What worries me, too.
CROX (earnings): Q4 inv $369M (+4% dollars, units down high single digits), turns >4x. FCF $659M, bought back 6.5M shares (10% float) for $577M. Intl +11.9%, China +30%. HEYDUDE impairments $737M ($430M trademark+$307M goodwill), wholesale -40.5% Q4. Gross margin 58.3%. 2026 EPS guide $12.88-$13.35 vs $12.51 in 2025.
Read full article (10 min)