Forward Looking Statement Investor Presentation 2025 This presentation includes estimates, projections, and statements relating to our business plans, commitments, objectives, and expected operating results that are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, statements regardi ...

Crocs logged lower profit in its latest quarter as sales fell, driven by a decline for its Heydude brand. ...

Group 1 - The S&P 500 is projected to achieve a 13% increase in earnings per share for the fourth quarter, marking the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit growth [1] - Prior to the reporting period, analysts had anticipated an 8.3% increase in earnings per share, which was a decrease from the third quarter's 13.6% growth rate [3] - Recent adjustments in earnings expectations have been particularly favorable for tech companies, which have been significant contributors to earnings growth in recent quarters [3] Group 2 - Major capital expenditures by Big Tech are influencing the AI trade, alongside ongoing themes such as the Trump administration's tariff and economic policies and a K-shaped consumer economy [4] - Upcoming earnings reports from companies such as Coca-Cola, Spotify, Robinhood, Lyft, Ford, Rivian, Moderna, Airbnb, and Coinbase are anticipated to provide further insights into market trends [4]

Core Viewpoint - Crocs's stock surged as the company reported a return to sales growth during the holiday season, driven by strong international demand for its brand [1] Group 1: Earnings Results - Crocs's fourth-quarter revenue exceeded expectations significantly, attributed to a robust holiday performance of its namesake brand [1] - The Crocs brand experienced a 0.8% increase in sales compared to the previous year, recovering from a 2.5% decline in the prior quarter [1] - Growth in direct sales to consumers helped mitigate a decline in sales to other retailers [1]

卡骆驰公司（CROCS INC）展望：第一季度营收预计下降约3.5%至5.5%。 来源：滚动播报 ...

Exhibit 99.1 Investor Contact: Erinn Murphy, Crocs, Inc. (303) 848-7005 emurphy@crocs.com PR Contact: Melissa Layton, Crocs, Inc. (303) 848-7885 mlayton@crocs.com Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results; Issues First Quarter and Full-Year 2026 Outlook BROOMFIELD, COLORADO — February 12, 2026 — Crocs, Inc. (NASDAQ: CROX), a world leader in innovative casual footwear for all, today announced its fourth quarter and full-year 2025 financial results. "We ended 2025 on a strong note with a b ...

Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results; Issues First Quarter and Full-Year 2026 Outlook [Accessibility Statement] Skip Navigation- Expects to Deliver Earnings Per Share Growth in Full-Year 2026- Strong Cash Flow Enabled Repurchase of 6.5 Million Shares for $577 Million in 2025- Full-Year 2025 Results Outperform Expectations on Revenue and Earnings Per ShareBROOMFIELD, Colo., Feb. 12, 2026 /PRNewswire/ -- Crocs, Inc. (NASDAQ: CROX), a world leader in innovative casual footwear for all, ...

Core Insights - Crocs, Inc. (CROX) is expected to report fourth-quarter 2025 results on February 12, with revenue estimates at $916.6 million, reflecting a 7.4% decline year-over-year. Earnings per share are estimated at $1.91, indicating a 24.2% decrease from the previous year [1][3]. Financial Performance - The company has a trailing four-quarter earnings surprise average of 14.3%, with the last quarter's earnings exceeding estimates by 22.2% [2]. - Management projected a revenue decline of approximately 8% year-over-year, with Crocs brand revenues expected to drop around 3% and HEYDUDE brand revenues anticipated to fall mid-20% [5]. Operational Challenges - Crocs is facing a challenging operating environment, with margins pressured by increased expenses, tariffs, and higher selling, general and administrative (SG&A) costs [3][9]. - The HEYDUDE brand has been experiencing weak trends, with revenue estimates for the quarter at $175 million, down about 23% year-over-year due to cautious consumer behavior and wholesale channel pressures [4][9]. Brand Performance - Despite challenges, Crocs has seen strength in its core products, including clogs, sandals, and personalization offerings, which may help cushion overall performance [6][9]. - The Jibbitz business has also shown encouraging results, contributing positively to the company's performance [6]. Valuation - Crocs is currently trading at a forward 12-month price-to-earnings ratio of 6.83x, significantly below its five-year high of 25.08x and the industry average of 16.16x, indicating an attractive investment opportunity [10]. - The company's shares have increased by 12.1% over the past six months, contrasting with a 2.7% decline in the industry [10].

Core Insights - Crocs is launching a new global brand platform titled "Wonderfully Unordinary" aimed at appealing to younger consumers, particularly Gen Z, by emphasizing self-expression and real-world experiences [2][6] - The campaign features a 90-second emotionally-driven advertisement showcasing mannequins coming to life after wearing Crocs, symbolizing a departure from digital uniformity [3][6] - The brand aims to create a unified global presence and will expand the campaign through various marketing strategies, including influencer partnerships and retail activations, continuing through 2026 [3][5] Marketing Strategy - The "Wonderfully Unordinary" campaign replaces the previous "Come As You Are" initiative from 2017, marking a significant shift in Crocs' marketing approach [6] - The campaign is designed to counteract trends of automated technology and AI, promoting authentic human experiences instead [4][6] - The creative direction is led by agency Flower Shop, with the advertisement directed by Adam Berg and filmed in São Paulo, Brazil [3] Leadership Changes - The rebranding effort follows the appointment of Carly Gomez as CMO and Terence Reilly as the first chief brand officer, who is focused on enhancing the creative narrative for Crocs and its subsidiary brand, Heydude [5][6]

Core Message - Crocs has launched its first global omnichannel brand campaign, "Wonderfully Unordinary," aimed at a younger generation, emphasizing authenticity and personal storytelling [1][4]. Campaign Overview - The campaign follows the previous "Come As You Are" initiative from 2017 and aims to deepen the brand's connection with consumers by celebrating individual experiences [1]. - "Wonderfully Unordinary" features a 90-second hero film directed by Adam Berg, showcasing professional dancers as mannequins, highlighting creativity and real-life expression [2]. Launch Details - The anthem film debuted in the U.S. and will be released globally on January 29, marking the beginning of a narrative that will evolve through 2026 and beyond [3]. - The campaign will encompass various platforms, including product storytelling, digital experiences, influencer partnerships, and retail activations, to create a cohesive global brand presence [3]. Brand Philosophy - Crocs aims to evoke genuine life experiences and emotions, contrasting with a culture of imitation and sameness, and promoting authenticity over perfection [4]. - The brand's message encourages individuals to embrace their true selves, reinforcing the idea that being "wonderfully unordinary" is a strength [4]. Company Background - Crocs, Inc. is a leader in innovative casual footwear, with products sold in over 80 countries through various channels, including wholesale and direct-to-consumer [6].