Added to YB: 2026-05-11
Pitch date: 2026-05-07
CROX [neutral]
Crocs, Inc.
-0.43%
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
$5.3B
Pitch Price
$104.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.14
P/E
-53.74
EV/Sales
1.70
Sector
Textiles, Apparel and Luxury Goods
Category
value
Crocs Q1 ‘26 earnings review
CROX (earnings): Q1 wholesale down (retailers cautious, mgmt protecting pricing/inventory discipline) but DTC accelerating on product newness + digital (37% Crox, 44% HeyDude sales; TikTok Top Seller). ASP +3.2%, unit inventory down high-single digits. HeyDude growth expected H2'26. <8x EV/EBIT. Risk: wholesale must stabilize Q3/H2'26; Middle East disruption.
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