Business Segments - The company operates two reportable segments: the Crocs Brand and the HEYDUDE Brand[53]. Financial Borrowings - As of December 31, 2025, the company had borrowings with a face value of $1,262.0 million, including a mix of fixed and variable interest rates[303]. - A hypothetical 1% increase in interest rates would raise the company's interest expense by $5.6 million over the next twelve months[304]. Production Locations - Approximately 45% of Crocs Brand production was in Vietnam for the year ended December 31, 2025, with the largest manufacturer producing 45% of total production[62]. - For the HEYDUDE Brand, 44% of production was in Vietnam for the year ended December 31, 2025, a significant increase from 5% in 2023[62]. Warehousing and Distribution - The company has a total of 2.9 million square feet in company-operated warehouses and distribution facilities as of December 31, 2025[59]. Currency Exposure - An increase of 1% in the U.S. Dollar value relative to foreign currencies would have decreased revenues by $17.8 million for the year ended December 31, 2025[306]. - The company may enter into forward foreign exchange contracts to manage exposure to currency fluctuations, with a total notional value of $222.6 million as of December 31, 2025[307]. - A 10% appreciation in the U.S. Dollar would result in a net increase in the fair value of the derivative portfolio of $14.1 million[308]. Research and Development - The company continues to invest in research and development to enhance material properties and reduce environmental impact[54].

Key Takeaways Crocs beat Q4 EPS and revenue estimates, though both declined year over year.CROX DTC sales rose 4.7%, while wholesale fell 14.5%, weighing on margins.Crocs sees 2026 revenues roughly flat, with HEYDUDE down 7-9% and EPS at $12.88-$13.35.Crocs, Inc. (CROX) has reported better-than-expected fourth-quarter 2025 results, wherein both earnings and revenues beat the Zacks Consensus Estimate. However, both metrics decreased year over year.The company’s fourth-quarter performance was backed by discip ...

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Market Overview - Pre-market futures are showing positive movement with the Dow up 143 points, S&P 500 up 21 points, Nasdaq up 77 points, and Russell 2000 up 19 points [1] - The past five days of trading have been healthy, with the Dow up 4% and Russell 2000 up 7.9% since the start of 2026, although the tech-heavy Nasdaq remains slightly negative year to date [2] Jobless Claims - Initial Jobless Claims increased slightly to 227K last week, which is below the revised figure of 232K from the previous week, indicating a return to early December levels and a reasonably healthy labor market [3] - Continuing Claims rose for the second consecutive week to 1.862 million from 1.844 million, showing a reversion to normal levels after previously being above 1.9 million [4] Earnings Reports - Crocs (CROX) reported a strong Q4, beating earnings estimates by 19.3% with earnings of $2.29 per share on revenues of $957.64 million, leading to a 14.8% increase in shares [4] - TripAdvisor (TRIP) missed both earnings and revenue expectations, reporting earnings of $0.04 per share, which is 73% below the expected $0.15, and revenues of $411 million, which were 0.56% below projections, resulting in a further decline of 5% in shares [5] - Howmet (HWM) outperformed expectations in its Q4 report with earnings of $1.05 per share, exceeding the expected $0.97, and revenues of $2.16 billion, which surpassed expectations by 1.26% [6]

Chief Financial Officer Patraic Reagan said Crocs brand revenue growth was driven by unit volume, up 2% to 129 million pairs, while average selling prices were roughly flat year over year. He added that North America revenue for the Crocs brand fell 7% to $1.7 billion, which he attributed to pulling back promotional activity in DTC earlier in the year and “carefully managing” sell-in to the North American market. International Crocs brand revenue rose 11% to $1.6 billion, led by DTC growth of 23% and wholes ...

Key Takeaways Initial and Continuing Jobless Claims Were Up Slightly Last WeekClaims Have Reverted Back to Pre-Holiday Season LevelsCROX Beats, TRIP Misses, HWM Gains on Strong Q4 ResultsThursday, February 12th, 2026Pre-market futures are up respectably at this hour, unbothered by the slight uptick to Weekly Jobless Claims out this Thursday morning. The Dow is currently +143 points, the S&P 500 is +21, the Nasdaq +77 and the small-cap Russell 2000 +19. It’s been a healthy past five days of trading, with yes ...

Core Insights - Crocs reported revenue of $957.64 million for the quarter ended December 2025, reflecting a year-over-year decline of 3.3% and an EPS of $2.29 compared to $2.52 a year ago, with a revenue surprise of +4.25% over the Zacks Consensus Estimate of $918.64 million and an EPS surprise of +19.38% over the consensus estimate of $1.92 [1] Revenue Performance - Crocs Brand revenue was $768.38 million, exceeding the average estimate of $743.92 million by four analysts, representing a +0.8% change year-over-year [4] - HEYDUDE Brand revenue was $189.26 million, surpassing the average estimate of $176.74 million by four analysts, but showing a -16.9% change year-over-year [4] - HEYDUDE Brand wholesale revenue was $56.47 million, below the average estimate of $60.34 million by two analysts, indicating a -40.5% change year-over-year [4] - Crocs Brand direct-to-consumer revenue was $474.85 million, exceeding the average estimate of $446.1 million by two analysts, with a year-over-year change of +6.1% [4] - HEYDUDE Brand direct-to-consumer revenue was $132.79 million, slightly above the average estimate of $123.09 million by two analysts, showing no change year-over-year [4] - Crocs Brand wholesale revenue was $293.54 million, below the average estimate of $300.79 million by two analysts, reflecting a -6.7% change year-over-year [4] Gross Margin Analysis - Non-GAAP Gross Margin for HEYDUDE Brand was 39.7%, lower than the estimated 41.9% by two analysts [4] - Non-GAAP Gross Margin for Crocs Brand was 57.8%, slightly below the estimated 58.7% by two analysts [4] Stock Performance - Crocs shares returned -1% over the past month, compared to the Zacks S&P 500 composite's -0.3% change, with a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Crocs demonstrated strong performance in the fourth quarter, exceeding earnings estimates and resulting in a 22% increase in stock price at the start of trading [1] - The company provided optimistic guidance for 2026, with adjusted earnings per share expected to be between $12.88 and $13.55, surpassing analyst expectations of $11.89 [4] Financial Performance - Despite a revenue drop in 2025, Crocs maintained solid cash flow, reducing its share count by 10% and paying down $128 million in debt [3] - In the fourth quarter, Crocs repurchased $180 million in shares at an average price of $83.63, which contributed to the positive stock performance [3][5] Future Outlook - The company has approximately $750 million remaining in share repurchase authorization, indicating potential for further buybacks [5] - Investors are responding favorably to the strong year-end results and the positive outlook for 2026 [5]

Crocs, Inc. (CROX) shares surged 19.83 percent, gaining $16.41 to $99.14 on Thursday even after the company reported a decline in fourth-quarter earnings and revenue compared with last year.Net income for the quarter came in at $105.17 million, or $2.03 per share, down from $368.91 million, or $6.36 per share, in the prior-year period. On an adjusted basis, earnings totaled $118.29 million, or $2.29 per share. Revenue slipped 3.2 percent to $957.64 million from $989.77 million a year earlier.The stock open ...