Core Insights - The upcoming holiday shopping season in the U.S. is projected to exceed $1 trillion in retail sales for the first time in history, with consumer spending expected to reach between $1.01 trillion and $1.02 trillion during November and December 2025, marking a 3.7%-4.2% increase from last year's $976 billion [1][2]. Retail Leaders - Amazon (AMZN) and Walmart (WMT) are highlighted as leading retailers with robust business models capable of capitalizing on the holiday shopping season while generating multiple revenue streams [3]. - Amazon has transformed into a platform-based ecosystem, benefiting from its AWS cloud services and subscription services like Prime Video, which are enhanced by advertising revenue [4]. - Amazon's e-commerce operations have improved significantly through the deployment of over 1 million robots, enhancing productivity in its fulfillment network [5]. - Walmart has successfully transitioned from a traditional brick-and-mortar model to a significant online presence, achieving annual digital sales exceeding $100 billion, supported by its grocery niche and low-cost pharmacy services [6]. Stock Performance - Both Amazon and Walmart are rated with a Zacks Rank 2 (Buy) and are expected to achieve new sales peaks in Q4, following last year's quarterly sales of $187.79 billion and $169.59 billion, respectively [7]. Apparel Sector Insights - The apparel sector has faced challenges due to higher tariffs, with Crocs (CROX) identified as a potential rebound candidate, currently trading at a low forward earnings multiple of 6X [9]. - Crocs' EPS is projected to dip 8% this year but is expected to rebound by 4% in FY26 to $12.60, with recent estimates showing a 5% increase over the last 30 days [10]. Additional Retail Stocks and ETFs - Costco (COST) is noted as a retail leader with a Zacks Rank 3 (Hold), alongside other apparel stocks like Lululemon (LULU), Nike (NKE), and Under Armour (UAA) that may benefit from the anticipated record holiday shopping season [11]. - The Consumer Discretionary Select Sector (XLY) ETF is recommended for exposure to top retail stocks, including Amazon, Nike, and Lululemon, and currently holds a Zacks Rank 3 (Hold) [12].

Back in September, I expressed my view that the post-Q2 earnings selloff wasn't a buying opportunity in Crocs, Inc. ( CROX ). I initiated the stock at a hold rating and with the stock down ~3% sinceI'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 values are: Excellence, Integrity, Transparency, & Respect. I a ...

Back in September, I expressed my view that the post-Q2 earnings selloff wasn't a buying opportunity in Crocs, Inc. ( CROX ). I initiated the stock at a hold rating and with the stock down ~3% sinceI'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 values are: Excellence, Integrity, Transparency, & Respect. I a ...

Crocs高级副总裁兼亚洲总经理赛润泽（Varun Sehgal）指出，中国消费者不仅在创造消费趋势，更在引领全球潮流。"我们关注的不只是销售，更是情绪 连接。我们的'洞门'粉丝社群是一个典型例子——消费者不仅穿Crocs，还在分享、装饰、创造自己的'洞门故事'"。 这个灵感源自鞋面孔洞的社群，如今在社交媒体上已形成现象级传播。#洞门标签的提及量已超过9.9亿次：抖音上超5.13亿次，小红书上超4.77亿次。 Crocs官方小程序"洞门玩出花"吸引约70万用户注册，2024年，品牌还举办了"洞门玩出花"工作坊，在超过50个城市，举办超过100场次的"洞门玩出花"工 作坊，让"情绪消费"从线上延伸到线下。 "这种由消费者主导的创造力与分享欲，是中国市场最令人振奋的地方。"安沐恩说，"他们在告诉我们，情绪连接比单纯的产品功能更重要。" 在第八届中国国际进口博览会（下称"进博会"）现场，Crocs展台前聚集了不少年轻观众。 鲜亮的各式鞋款，为进博会限量定制的潮酷"洞仔"，搭配进博会限定版Jibbitz™智必星鞋花，以及与泡泡玛特、野兽派、SMFK等中国品牌的联名系列， 勾勒出一个被"情绪消费"驱动的商业场景：消费者 ...

在第八届中国国际进口博览会（下称"进博会"）现场，Crocs展台前聚集了不少年轻观众。 鲜亮的各式鞋款，为进博会限量定制的潮酷"洞仔"，搭配进博会限定版Jibbitz 智必星鞋花，以及与泡泡 玛特、野兽派、SMFK等中国品牌的联名系列，勾勒出一个被"情绪消费"驱动的商业场景：消费者不再 只是买一双鞋，而是在购买一种表达自我与连接群体的情绪体验。 Crocs在进入中国后，从一个主打"舒适功能"的鞋履品牌，逐步转型为年轻人追捧的"情绪符号"。其品 牌精神"天生自在"在中国语境中被赋予了新的内涵——个性化、自我表达与社群认同。 Crocs高级副总裁兼亚洲总经理赛润泽（Varun Sehgal）指出，中国消费者不仅在创造消费趋势，更在引 领全球潮流。"我们关注的不只是销售，更是情绪连接。我们的'洞门'粉丝社群是一个典型例子——消 费者不仅穿Crocs，还在分享、装饰、创造自己的'洞门故事'"。 "进博会是一个极佳的平台，让我们能够与中国市场同频共振。"Crocs执行副总裁暨品牌总裁安沐恩 （Anne Mehlman）表示。她认为，中国的持续开放与经济活力，为全球品牌提供了参与的信心和理 由。"我们非常明确地知道，进博 ...

Crocs, Inc. ( CROX ) is an American footwear company known for its iconic clogs, slides, sandals, and boots. The company operates in the consumer cyclical sector and designs, manufactures, and markets products for men, women, and children.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and p ...

Crocs, Inc. ( CROX ) is an American footwear company known for its iconic clogs, slides, sandals, and boots. The company operates in the consumer cyclical sector and designs, manufactures, and markets products for men, women, and children.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and p ...

Anne Mehlman：我们非常明确地知道，中国的进博会致力于邀请各方参与到中国蓬勃发展的经济当 中，我们也有充分的信心继续投资中国。同时，进博会也给我们提供了一个非常良好的平台，展示品牌 创新，以及打造一个良好的桥梁，让我们和业界、其他行业以及各方齐聚一堂，共享进博会的平台。 进博会不仅是全球创新成果汇聚的国际舞台，更是品牌展示前沿设计、深化跨界合作与文化交流的理想 契机。中国作为Crocs全球第二大市场，对品牌发展具有战略性意义。我们持续倾听中国消费者的需 求、洞察潮流趋势，将"天生自在（Come As You Are）"的理念深植于产品设计、创新体验和品牌活动 中，与中国消费者共同成长。 （原标题：21对话｜Crocs：拥抱消费者个性化需求，中国市场大有可为） 当产品和消费者同频共振，会碰撞出怎样的火花？ 全球创新休闲鞋品牌Crocs（卡骆驰）亮相第八届中国国际进口博览会（以下简称"进博会"），记者在 现场看到众多年轻消费者挤满了展台。Crocs推出为进博会限量定制的潮酷"洞仔"，搭配进博会限定版 Jibbitz智必星鞋花，展现品牌独特的玩趣与个性表达。展区内设置的"洞门玩出花工作坊"，为参观者带 来 ...

南方财经 21世纪经济报道记者吴斌 上海报道 Anne Mehlman：其实从年轻人的消费角度来看，他们都非常关注个性化，而且想要彰显独一无二的个 性，个性化在全球范围内都是大势所趋。个性化的鞋饰和搭配其实也能彰显自己的特点，能够通过自己 的创意进行独一无二的挂饰搭配。 Varun Sehgal："洞门"粉丝社群对我们来说非常重要，我们在2024年举办了"洞门玩出花工作坊"，在超 过50个城市，举办超过100场次的"洞门玩出花工作坊"，吸引了很多关注。这对于我们来说也意味着很 多潜在的机会，去实现线上渠道的拓展，以及包括所有线下的渠道，而且"洞门"社群的粉丝也会进行分 享，包括产品风格、产品特点、个性化的搭配，以及鞋花的搭配等。 当产品和消费者同频共振，会碰撞出怎样的火花？ 全球创新休闲鞋品牌Crocs（卡骆驰）亮相第八届中国国际进口博览会（以下简称"进博会"），记者在 现场看到众多年轻消费者挤满了展台。Crocs推出为进博会限量定制的潮酷"洞仔"，搭配进博会限定版 Jibbitz 智必星鞋花，展现品牌独特的玩趣与个性表达。展区内设置的"洞门玩出花工作坊"，为参观者带 来亲手打造专属鞋饰、畅享自由混搭的乐趣。 ...

近日，全球创新休闲鞋知名品牌Crocs卡骆驰亮相第八届中国国际进口博览会（以下简称"进博会"）。品牌旨在通过这一汇聚全球创新成果、促进多元 对话的国际化平台，以创新设计与开放姿态打造融合创意体验与品牌精神的沉浸式空间，展示其在华发展过程中不断深化与中国消费者的交流与共创，生动 诠释其广受欢迎的"天生自在（Come As You Are）"品牌理念。 在以"情绪消费时代：品牌如何为Z世代提供个性表达工具？"为主题的圆桌讨论中，Crocs卡骆驰特别邀请WWD国际时尚特讯首席内容官张大川、蕾虎 LABELHOOD创始人刘馨遐及野兽派BEAST首席创意官唐凌洁，共同探讨Z世代个性化需求、情感价值关注以及本土创意力量的成长与全球化趋势，进一步 彰显品牌持续深耕中国市场、拥抱多元文化的长期承诺。 Crocs副总裁兼中国区总经理奚筱磊表示："我们深刻洞察到中国Z世代对情感共鸣与自我表达的需求，致力于将本土创意与全球潮流相融合，打造开放 且可自由延展的创意空间，让年轻消费者不仅能够自由表达个性，也能感受到本土文化创新力量，并将这种独特创意推动至全球舞台。" 展望未来，Crocs卡骆驰将以更加开放的姿态，携手本土品牌、设计师与 ...