知名品牌股价一夜暴跌！突然卖不动了？很多人有同款

Core Viewpoint - The company, Crocs, is facing significant challenges as it anticipates a decline in revenue for the third quarter, contrary to previous analyst expectations for growth, leading to a sharp drop in stock price [2][3]. Financial Performance - In the second quarter, Crocs reported a net loss of approximately $428 million, compared to a profit of about $326 million in the same period last year [2]. - Revenue in North America for the same quarter decreased by 6.5% year-over-year [2]. - The company expects third-quarter revenue to decline by 9% to 11% year-over-year, significantly lower than prior growth forecasts [2]. Market Conditions - Consumer spending on non-essential items in the U.S. is cautious, resulting in decreased foot traffic in stores and concerns over rising prices potentially dampening consumer willingness to spend [2]. - There is a projected shift in consumer shoe purchasing preferences from casual to athletic footwear, influenced by upcoming major sporting events such as the 2026 World Cup and the 2028 Los Angeles Olympics [2]. Cost Implications - The company's profitability is expected to be impacted by U.S. tariff policies, with additional costs estimated at $40 million for the second half of the year and potentially reaching $90 million for the entire year [3]. - Crocs plans to mitigate the impact of tariffs through cost-cutting measures and improving supply chain efficiency [3]. Stock Performance - Following the announcement of the revenue decline, Crocs' stock price fell nearly 30% on the day of the report, marking the largest single-day drop in nearly 14 years [2]. - The stock price has decreased from approximately $109 per share at the beginning of the year to around $75, representing a cumulative decline of over 30% [3].