“We have not disclosed our targets publicly, but India is prioritized as a Top 6 market for us globally,” Anne Mehlman, executive vice-president and brand president for Crocs Inc., told Mint in an interview. “India may not be a Top 6 market for us by revenue today, but we believe it will be a Top 6 market for us long-term. It has…all of the factors for an outsize revenue opportunity.” ...

Group 1: Consumer Confidence and Economic Indicators - Consumer confidence rose by 2.2 points to 91.2 in February, surpassing analysts' expectations of 87 [4][10] - The unemployment rate decreased to 4.3% in January from 4.4% in December, with 130,000 new jobs added [6] - Short-term inflation expectations fell to a 13-month low of 3.5% in February from 4% in January, indicating a potential easing of inflation [7] Group 2: Recommended Consumer Discretionary Stocks - Rush Street Interactive, Inc. (RSI) has an expected earnings growth rate of 43.2% for the current year, with a Zacks Rank of 2 [8] - Crocs, Inc. (CROX) is projected to have a 5.7% earnings growth rate, also holding a Zacks Rank of 2 [11] - Callaway Golf Company (CALY) expects a significant earnings growth rate of 61.9%, with a Zacks Rank of 1 [12] - Dolby Laboratories, Inc. (DLB) anticipates a 1.7% earnings growth rate, currently rated as 2 [14] - MasterCraft Boat Holdings, Inc. (MCFT) has an expected earnings growth rate of 64.1%, holding a Zacks Rank of 1 [15] Group 3: Earnings Estimate Revisions - The earnings estimates for RSI, CROX, CALY, DLB, and MCFT have all improved over the past 60 days, indicating positive market sentiment [3][10]

Core Insights - The article discusses the importance of understanding past performance as it relates to future investment decisions, emphasizing that historical data should not be solely relied upon for predicting future results [2][3] Group 1 - The article highlights that no specific investment recommendations or advice are provided, indicating a focus on educational content rather than direct financial guidance [2][3] - It mentions that the information presented is believed to be factual and up-to-date, but does not guarantee accuracy, suggesting a need for investors to conduct their own research [2][3] - The article clarifies that the views expressed may not reflect the opinions of the platform as a whole, indicating a diversity of perspectives among contributors [3]

Crocs (CROX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earnings ...

Core Insights - Investors in the Textile - Apparel sector should consider Crocs (CROX) and Lululemon (LULU) for potential value opportunities [1] Valuation Metrics - Crocs has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to Lululemon, which has a Zacks Rank of 3 (Hold) [3] - The forward P/E ratio for Crocs is 7.56, while Lululemon's forward P/E is 13.88, suggesting Crocs may be undervalued [5] - Crocs has a PEG ratio of 1.22, significantly lower than Lululemon's PEG ratio of 11.19, indicating better value relative to expected earnings growth [5] - Crocs has a P/B ratio of 4.01 compared to Lululemon's P/B of 4.65, further supporting Crocs' valuation advantage [6] - Based on these metrics, Crocs earns a Value grade of A, while Lululemon receives a Value grade of C [6] Earnings Outlook - Crocs is currently experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: TD Cowen upgraded Medpace (MEDP) to Hold from Sell with a price target of $419, down from $462. The shares have re-rated from a peak multiple and now reflect fair value, the firm tells investors in a research note.Citizens upgraded Rush Street Interactive (RSI) to Outperform from Market Perform with a $24 price ta ...

Core Concept - The campaign "Let Them Talk" by Crocs emphasizes self-expression and individuality through its Echo range, featuring Bollywood actor Siddhant Chaturvedi as the face of the campaign [1][4]. Campaign Overview - The Echo campaign is centered around the idea of embodying confidence in everyday moments, celebrating individuality through street style and personal expression [2][4]. - The campaign film showcases Siddhant Chaturvedi navigating various urban settings, highlighting the adaptability and bold design of the Echo footwear [3][4]. Creative Approach - The campaign was conceptualized by Homegrown, focusing on cultural relevance and individuality, with Siddhant's authentic presence enhancing the narrative [3][4]. - The film captures everyday moments of being oneself, reinforcing the message of confidence without seeking external validation [4][5]. Product Details - The Echo range features a bold, street-forward design, starting with the Echo RO Gum Clog, available in Black and Chalk, with plans for multiple product drops [4][5]. - The campaign launched on February 17, 2026, with a comprehensive rollout across digital, social, retail, and e-commerce platforms [5]. Company Background - Crocs, Inc. is a leader in innovative casual footwear, known for combining comfort and style, with products sold in over 85 countries [6].

Core Insights - Crocs' shares increased following a strong Q4 earnings report, with international sales driving growth and a positive outlook for the HeyDude brand in 2026 [1][5]. Financial Performance - Crocs brand sales rose by 1% to $768 million in constant currencies, with direct-to-consumer (DTC) revenue increasing by 5% to $475 million, while wholesale revenue decreased by 7% to $294 million [6]. - International sales grew by 14% to $332 million, contrasting with a 7% decline in North American revenue, which totaled $436 million [6]. - Overall revenue fell by approximately 3%, or 4% in constant currencies, to $958 million, outperforming earlier guidance of an 8% decrease [7]. - DTC revenue increased by about 5%, while wholesale revenue declined by nearly 15% [7]. - Gross margin contracted by 320 basis points to 54.7%, and adjusted earnings per share (EPS) decreased by 9% to $2.29, exceeding the EPS guidance of $1.82 to $1.92 [7]. Segment Performance - For the Crocs brand, DTC revenue grew by 6.1%, while wholesale revenue fell by 6.7%, leading to a total revenue growth of 0.8% [8]. - HeyDude's revenue dropped by 17% to $189 million, with DTC revenue remaining flat at $133 million and wholesale revenue plunging by 41% to $56 million due to inventory clean-up efforts [6]. - Total revenue for HeyDude declined by 16.9%, with wholesale revenue down by 40.5% [8]. Future Guidance - For 2026, Crocs anticipates a 1% increase in sales, with Crocs brand revenue expected to be flat to up 2%, while HeyDude revenue is projected to decline by 7% to 9% [8]. - The company is forecasting adjusted EPS between $12.88 and $13.35, compared to $12.51 in 2025 [8]. - For Q1, revenue is expected to decrease by 5.5% to 3.5%, with Crocs brand revenue projected to decline in the low single digits and HeyDude sales expected to drop by 18% to 16% [9].

Company Overview - Crocs designs and markets casual footwear and accessories, including clogs, sandals, slides, boots, and shoe charms, targeting a global customer base across approximately 85 countries [5][9] - The company utilizes a multi-channel distribution strategy, including wholesale distribution, company-operated retail stores, and e-commerce channels [5][9] Financial Performance - As of February 12, 2026, Crocs had a market capitalization of $5.27 billion and revenue for the trailing twelve months (TTM) was $4.04 billion, with a net income of -$81.20 million [3] - The company ended 2025 with strong holiday sales and reported earnings and revenue that exceeded expectations in Q4, resulting in a nearly 20% increase in stock price on February 12 [6][7] Investment Insights - Blueshift Asset Management sold 34,281 shares of Crocs for an estimated value of $2.87 million during Q4 2025, leaving them with 14,596 shares valued at $1.25 million [2] - The anticipated adjusted earnings per share for 2026 range from $12.88 to $13.55, significantly above the analysts' forecast of $11.89 per share, indicating strong momentum [10] - The company has made shareholder-friendly moves, including retiring $128 million in debt and repurchasing 10% of outstanding shares [7]

Performance Overview - In Q4 2025, the company reported revenue of $958 million, a 3.2% year-over-year decline, but above market expectations of $917 million; adjusted EPS was $2.29, significantly exceeding the market forecast of $1.91, driven by new product launches [1] - For the full year, total revenue reached $4.041 billion, with the main brand Crocs generating $3.326 billion (up 1.5% year-over-year), while Heydude brand revenue was $715 million (down 13.3%) [1] Financial Condition - Q4 gross margin was 54.68%, and operating margin was 15.29%; full-year operating cash flow was $710 million, with free cash flow at $659 million, indicating a robust cash flow position [2] - The company implemented cost-saving measures to partially offset tariff pressures, with tariffs impacting approximately $90 million in 2025 [2] - Due to the acquisition of the Heydude brand, the company recorded an impairment charge of about $700 million (including $300 million goodwill and $400 million intangible assets), resulting in a net loss of $812 million for the year; as of the end of 2025, the debt-to-asset ratio was 69.02%, with long-term borrowings of $1.528 billion [4] Operational Highlights - Strong growth in international markets: full-year international revenue increased by 9.8%, with China showing exceptional performance (over 60% growth in 2024), becoming the second-largest market globally [3] - Direct-to-consumer (DTC) channel revenue surpassed wholesale for the first time, accounting for 52.1% of total revenue ($2.104 billion), a 3.3% year-over-year increase [3] Company Guidance - The company provided a positive outlook for Q1 2026, expecting revenue decline to narrow to 3.5%-5.5% year-over-year, with adjusted EPS projected between $2.67 and $2.77, both exceeding market expectations [5]