Crocs (CROX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Crocs reported revenue of $996.3 million for the quarter ended September 2025, a year-over-year decline of 6.2% and an EPS of $2.92 compared to $3.60 a year ago, exceeding the Zacks Consensus Estimate of $968.06 million by 2.92% and delivering an EPS surprise of 22.18% [1] Revenue Performance - Crocs Brand revenue was $836.23 million, slightly above the average estimate of $822.52 million, reflecting a year-over-year decline of 2.6% [4] - HEYDUDE Brand revenue reached $160.07 million, surpassing the average estimate of $146.11 million, but showing a significant year-over-year decline of 21.6% [4] - HEYDUDE Brand wholesale revenue was $69.4 million, exceeding the estimate of $65.23 million, but down 38.6% year-over-year [4] - Crocs Brand direct-to-consumer revenue was $471.87 million, above the estimate of $435.98 million, with a year-over-year increase of 2% [4] - HEYDUDE Brand direct-to-consumer revenue was $90.67 million, surpassing the estimate of $82.99 million, but down 0.5% year-over-year [4] - Crocs Brand wholesale revenue was $364.36 million, below the estimate of $390.2 million, reflecting a year-over-year decline of 7.9% [4] Stock Performance - Crocs shares returned -0.4% over the past month, while the Zacks S&P 500 composite increased by 3.6%, indicating potential underperformance in the near term with a Zacks Rank of 4 (Sell) [3]