Crocs(CROX)

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时髦年轻人,开始嫌弃洞洞鞋
3 6 Ke· 2025-06-16 02:44
进入6月,洞洞鞋上岗,洞洞鞋鼻祖Crocs却贵不动了。 北京白领林婷最近买Crocs洞洞鞋时发现,在某电商平台"618"大促期间,一百元出头就可以买到经典款。 图源:有意思报告 不止经典款,Crocs的时尚款也在悄悄打折。在北京多家商场,Crocs门店内都有折扣活动。前两年的爆款 "人鱼"洞洞鞋已经价格腰斩,打五折后不到400 元;去年夏天推出的王俊凯同款大理石纹波波洞洞鞋,约打八折。 图源:有意思报告 事实上,Crocs的打折并非仅限于"618"。在小红书上,与"crocs价格"相关的笔记已超过1万篇,其中关于打折促销的热门笔记遍布今年4月至6月。 频繁打折或跟近一年来Crocs热度下滑有关。翻看小红书,"Crocs洞洞鞋"热门笔记多停留在2023年和2024年夏天。 映射到业绩,Crocs集团财报显示,2025年一季度,公司营收为9.37亿美元,同比微降0.14%。营收占比超八成的主品牌Crocs增长乏力,增速从去年同期的 14.6%降至2.4%。 几百块的拖鞋,它值吗? 今年"618"期间,打开天猫crocs官方旗舰店,"全场不止5折"的促销海报铺天盖地。 图源:天猫App截图 从"泡芙" "云朵"到" ...
Crocs遇冷,反叛营销与DIY文化失灵?
Xi Niu Cai Jing· 2025-06-10 06:46
而市面上竞争格局的恶化更是让它的处境雪上加霜,在"丑鞋"赛道斯凯奇、回力等品牌推出百元级竞品,拼多多白牌鞋最低仅7.8元。而因为Crocs早期没有 申请好外观专利,也导致其在友商竞争中处于不利的位置。福建省高级人民法院曾判定,尽管Crocs拥有croslite材料专利,但市面上大量同类产品已使该设 计"通用化",不再受法律保护。 Crocs,这个曾经被《时代周刊》评为"全球最糟发明"的品牌,曾凭借反叛营销与DIY文化异军突起,却在2025年遭遇业绩寒流。 遥想2023年,Crocs以1.2亿双年销量创造鞋业奇迹,平均每分钟卖出228双。其定价策略堪称"奢侈":普通款250-2300元,鞋花装饰28-45元,联名款如施华 洛世奇合作款更飙至9999元。然而,2025年一季度财报如一盆冷水,财报显示其营收增速从2024年一季度的14.6%断崖式跌至2.4%,母公司卡骆驰集团营收 同比下滑0.14%,与2021-2024年动辄超50%的增速形成鲜明对比。 | | 2025 | | 2024 | | | --- | --- | --- | --- | --- | | Revenues | र्द | 937,333 ...
Crocs (CROX) 2025 Conference Transcript
2025-06-03 13:30
Crocs (CROX) 2025 Conference June 03, 2025 08:30 AM ET Speaker0 Great. Good morning everyone. Welcome to Baird's forty sixth Annual and twenty twenty five Global Consumer Technology and Services Conference. I'm John Komp, the Senior Analyst covering the active lifestyle sector and very pleased to have the company joining us for the sixth consecutive year, Crocs, with us to kick off the conference today. And I couldn't think of a better company help us kick off here. I think every consumer in the world likel ...
Crocs, Inc. to Present at Baird's 2025 Global Consumer, Technology & Services Conference
Prnewswire· 2025-05-27 20:00
BROOMFIELD, Colo., May 27, 2025 /PRNewswire/ -- Crocs, Inc. (NASDAQ: CROX), a world leader in innovative casual footwear for all, today announced that it will present at Baird's 2025 Global Consumer, Technology & Services Conference on Tuesday, June 3, 2025 at 8:30 AM ET.A live broadcast of the Company's presentation may be found on the Investor Relations section of the Crocs website, investors.crocs.com. A replay of the webcast will remain available on the website following the completion of the conference ...
Crocs: For Now, Stability And Capital Allocation Are More Important Than Growth
Seeking Alpha· 2025-05-27 03:58
Group 1 - The focus is on identifying strong companies that are undervalued by the stock market, with the belief that corrective forces will realign their valuations to intrinsic values [1] - Corrective forces include activist investors' proxy fights, leadership changes, strategic shifts, spin-offs, and industry cyclicality [1] - The objective is to identify these opportunities before they occur, as stock return overperformance is expected from such investments [1]
洞洞鞋爆火,Crocs却急了
盐财经· 2025-05-26 10:36
在地铁或者商场,甚至在等红绿灯的间隙,目光所及之处总能随机刷新一双洞洞鞋。 作者 | 李含章、覃伊蕊(实习生) 编辑 | 江江 新媒体编辑 | 宝珠 视觉 | 诺言 洞洞鞋"霸街"的季节快到了。 北京合生汇的一家卡骆驰快闪店聚集了不少为洞洞鞋前来的年轻人。"我就是专门来买这款新鞋的。"一 位顾客表示,她已经买了好几款卡骆驰洞洞鞋,这次她瞄准的是今年人气爆棚的"小鲸鱼"款。 快闪店门口,卡骆驰品牌代言人檀健次的巨幅海报格外醒目,海报上正是那双备受追捧的火龙果色"小 鲸鱼"洞洞鞋。 门店工作人员告诉盐财经,目前除了这款檀健次同款鞋没有优惠以外,其余鞋款均享九折折扣,折后价 格在300元至600多元不等。这一价格仅为单鞋价格,若需搭配鞋花,单个鞋花价格根据做工不同,有38 元或58元的款式。 白鹿同款的crocs "小鲸鱼"洞洞鞋/图源:@crocs 不过,一旦走出这个门店,消费者花大几百买下的卡骆驰洞洞鞋就会淹没于人流之中。相似的鞋型设 计,并不显眼的logo,让卡骆驰的品牌辨识度几乎降为零。在一些消费者眼里,其与购物平台上二三十 元的白牌洞洞鞋似乎并无二致,其上百元的"身价"只有自己的双脚知道。 这正是卡骆驰目 ...
Crocs: HEYDUDE Remains Dilutive To Its Prospects -- Reversal Uncertain
Seeking Alpha· 2025-05-24 13:00
Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3]. Company and Industry Summary - The analysis is intended solely for informational purposes and should not be considered as professional investment advice [3]. - There is a clear indication that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [4].
Crocs, Inc. Appoints Terence Reilly to Chief Brand Officer Role
Prnewswire· 2025-05-21 20:30
BROOMFIELD, Colo., May 21, 2025 /PRNewswire/ -- Crocs, Inc. (NASDAQ: CROX), a world leader in innovative casual footwear for all, today announced that the organization has elevated Terence Reilly to Executive Vice President, Chief Brand Officer, with oversight over the marketing and communications functions for both the Crocs and HEYDUDE brands, effective immediately.As a veteran brand expert, Terence has a proven track record of building lasting brand identity, connecting to relevant culture and creating s ...
Crocs Poised To Drive HEYDUDE's Turnaround
Seeking Alpha· 2025-05-21 03:21
HEYDUDE, the casual footwear brand that Crocs, Inc. (NASDAQ: CROX ) acquired for $2.5B in early ’22, has struggled to increase revenues since ’23. Management kept reducing FY guidance every quarter for two years straight, which weighed heavily on the stock's performance. I have discussed some ofI am an experienced investor with a generalist approach to the markets, but over the years, I have developed particular expertise in several key sectors. My investment philosophy is rooted in identifying stocks with ...
Up 465% in 5 Years, Is This the Smartest Stock to Buy With $1,000 Right Now?
The Motley Fool· 2025-05-17 09:44
Investors who choose to actively manage their portfolios, picking individual businesses in the process, probably want to beat the market over the long term. To achieve this goal, perhaps it's a good idea to look at past winners. Maybe the good times will continue.Artificial intelligence might be getting all the attention. However, there's one booming footwear stock that has skyrocketed 465% in the past five years (as of May 14). That kind of stellar performance deserves a closer look.Is this the smartest st ...