Crocs(CROX)

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Crocs bank on Sydney Sweeney to give HEYDUDE sales a lift with new ad campaign for Austin Lift (CROX:NASDAQ)
Seeking Alpha· 2025-09-26 15:21
Crocs (NASDAQ:CROX) is betting on Sydney Sweeney’s star power by naming the popular actress the new face of its Austin Lift shoes from its HEYDUDE collection. A new ad campaign featuring Sweeney in Austin Lift shoes has given shares ...
Crocs (CROX): Undervalued Footwear Giant with Cash Flow Strength
Acquirersmultiple· 2025-09-26 00:19
As part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight.This week’s spotlight is: Crocs, Inc. (CROX)Crocs has transformed from a niche footwear brand into a global lifestyle company with iconic, highly recognizable products and a fast-growing portfolio that includes HEYDUDE. Despite strong brand equity, expanding margins, and consistent free cash flow generation, the stock trades at compell ...
Piper Sandler评制鞋商:潮流趋势利好史蒂文·马登(SHOO.US),卡骆驰(CROX.US)因面临竞争而遭降级
Zhi Tong Cai Jing· 2025-09-23 03:57
随着关税的初步影响逐渐消退,且时尚潮流正从低调奢华和休闲风格转向更为正式的风格,史蒂文.马 登(SHOO.US)有望从中受益。因此,Piper Sandler分析师将该鞋履设计商的评级从"中性"上调至"增 持",并将其目标价上调至40美元。 Piper Sandler首席分析师Anna Andreeva的乐观论点很大程度上基于库尔特.盖格品牌的潜力。尽管库尔 特.盖格在美国的市场渗透率"很低",但该品牌被视为"独具特色,未来发展空间巨大",因为其定位为 具有追求感的高端品牌,与蔻驰、凯特.丝蓓和迈克高仕等品牌有所不同。 Andreeva表示:"美国的品牌意识较低,不过一旦消费者体验过该品牌的互动指标,其知名度就会大幅 提升。"她还表示,期望库尔特.盖格能成为一家年销售额达10亿美元的品牌。 Andreeva称:"与明星Sydney Sweeney的团队合作将于2025年结束后结束,我们担心可能还需要进行额 外的营销活动。"Andreeva并补充说领导层的变动也可能带来负面影响。 自 2022年以来,整体拖鞋销量一直以两位数的速度增长,并预计将持续到2025年。然而,卡骆驰的拖 鞋销量在2024年停滞不前,预计 ...
Crocs Shares Fall 4% As Piper Sandler Downgrades To Neutral
Financial Modeling Prep· 2025-09-22 17:53
Group 1 - Crocs Inc. shares fell over 4% after Piper Sandler downgraded the stock to Neutral from Overweight and reduced the price target from $95 to $75 [1] - Piper Sandler noted that Crocs shares are not expensive at 7–8x earnings and identified $50 million in savings opportunities [1] - Concerns were raised due to weak demand trends in the U.S. and strategic adjustments at Crocs and HeyDude brands [1] Group 2 - Piper Sandler highlighted risks from reduced discounting and lower performance marketing, viewing these as defensive strategies rather than indicators of stronger margin health [2] - The firm projected below consensus sales for 2026 and identified potential downside risks to fourth-quarter guidance [2]
Crocs Stock: Durable Value Cycles, Lean Manufacturing, Attractive Valuation (NASDAQ:CROX)
Seeking Alpha· 2025-09-16 05:26
Group 1 - The article discusses Norbert Lou's investment portfolio, highlighting it as one of the best among super investors [1] - PayPal (PYPL) is mentioned as a significant part of the discussion regarding investment opportunities [1] Group 2 - The author of the article is a mechanical engineer with a B.S. in Mechanical Engineering and an M.B.A. in Finance, indicating a strong educational background in both engineering and finance [1] - The author employs evidence and factor-based investing strategies in their personal portfolio, occasionally speculating on individual stocks believed to be undervalued [1]
Crocs: Durable Value Cycles, Lean Manufacturing, Attractive Valuation
Seeking Alpha· 2025-09-16 05:26
Group 1 - The article discusses Norbert Lou's investment portfolio, highlighting it as one of the best among super investors [1] - PayPal (PYPL) is mentioned as a significant part of the discussion regarding investment opportunities [1] Group 2 - The author of the article is a mechanical engineer with a B.S. in Mechanical Engineering and an M.B.A. in Finance, indicating a strong educational background in both engineering and finance [1] - The author employs evidence and factor-based investing strategies in their personal portfolio, occasionally speculating on individual stocks believed to be undervalued [1]
Crocs: Contrarian Buy For The Long-Sighted; Cash Is King (NASDAQ:CROX)
Seeking Alpha· 2025-09-12 15:44
Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended for informational purposes only and should not be considered as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect the views of Seeking Alpha as a whole [4].
Crocs: Contrarian Buy For The Long-Sighted; Cash Is King
Seeking Alpha· 2025-09-12 15:44
Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses that past performance does not guarantee future results, underscoring the unpredictability of investment outcomes [4].
Crocs Stock: Post-Earnings Weakness Is Not A Buying Opportunity (NASDAQ:CROX)
Seeking Alpha· 2025-09-12 01:24
With tariffs and macro uncertainty plaguing consumer confidence, it shouldn't be a major surprise that a consumer discretionary footwear company, like Crocs, Inc. (NASDAQ: CROX ), isn't performing particularly well. YTD, the stock is down 22%, with a majorI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core value ...
Crocs: Don't Focus On The HeyDude Brand, Crocs Brand Is What Matters (NASDAQ:CROX)
Seeking Alpha· 2025-09-11 13:12
Core Insights - Crocs Inc. reported its Q2 2025 earnings on August 7, 2025, surpassing expectations but provided disappointing guidance, resulting in a nearly 30% drop in stock price after the market closed [1]. Financial Performance - The company beat earnings expectations for Q2 2025, indicating strong operational performance [1]. Market Reaction - Following the earnings announcement, the stock price of Crocs Inc. fell by almost 30%, reflecting investor concerns over the company's future guidance [1].