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单季亏损超4亿美元,股价跌至三年低点!Crocs过气了?
Nan Fang Du Shi Bao· 2025-08-11 12:58
"洞洞鞋鼻祖"Crocs(卡骆驰)卖不动了? 更令人担忧的是,Crocs还预计第三季度收入将下降约11%-9%,与此前市场预期背道而驰。 2023年,Crocs全年卖出1.2亿双鞋,平均每分钟售出228双。其全年收入接近40亿美元,创下历史新 高,距离50亿美元俱乐部仅一步之遥,中国市场增速更是飙至三位数,成为仅次于美国的第二大市场。 不过,这一曾逆势上扬的"增长奇迹",在2025年也迎来了降温。2025年一季度,Crocs营收同比下滑 0.14%至9.37亿美元。与此同时,从2024年到2025年第二季度,Crocs主品牌的营收增速持续放缓,从 14.6%逐步降至5%。 近日,Crocs披露2025年第二季度财报,公司营收同比增长3.4%至11.5亿美元,其中直接面向消费者 (DTC)收入增长4%,批发收入增长2.8%;但与此同时,运营业绩由盈转亏,从去年第二季度3.257亿 美元的运营收入,转为本期4.275亿美元的运营亏损。 消息发布后,Crocs股价单日暴跌近30%,跌至近三年低点,总市值缩水至41.71亿美元。这个曾因爆款 产品被称作"鞋界茅台"、2023年狂销1.2亿双的品牌,正从巅峰逐步滑落。 ...
奥康国际股东项今羽拟减持不超3%股份
Zhi Tong Cai Jing· 2025-08-11 12:28
奥康国际(603001)(603001.SH)发布公告,因个人资金需求,公司股东项今羽拟通过集中竞价、大宗 交易方式分别减持公司股份400万股和800万股,合计不超过1200万股,即不超过公司总股本的3%。 ...
奥康国际(603001.SH):项今羽拟减持不超过3%股份
Ge Long Hui A P P· 2025-08-11 12:18
格隆汇8月11日丨奥康国际(维权)(603001.SH)公布,因个人资金需求,公司股东项今羽拟通过集中竞 价、大宗交易方式分别减持公司股份4,000,000股和8,000,000股,合计不超过12,000,000股,即不超过公 司总股本的3%。本次减持计划自本公告披露之日起15个交易日后的3个月内实施。 ...
为什么洞洞鞋鼻祖Crocs跌下神坛?
美股IPO· 2025-08-11 11:39
Core Viewpoint - Crocs, once a leader in the clog market, is facing significant challenges, including declining sales and increased competition from lower-priced alternatives, leading to a substantial drop in stock price and market value [3][4][5]. Financial Performance - Crocs issued a revenue warning, expecting a 9%-11% year-over-year decline in Q3 revenue, resulting in a nearly 30% drop in stock price on August 7, 2023, and a market value loss of $4.17 billion [3]. - The company reported a net loss of $492.3 million in Q2, primarily due to a failed acquisition of the brand HEYDUDE, which led to a $700 million impairment charge [5]. Market Dynamics - The North American market for Crocs has seen a negative growth of 3.8%, with a significant decline in foot traffic in wholesale and outlet channels [4][6]. - Increased competition from brands like Skechers and domestic brands offering lower-priced clogs has intensified market pressure, with some products priced as low as 39.9 yuan [6][7]. Consumer Behavior - Consumer preferences have shifted, with a growing demand for multi-functional footwear that can be worn in various settings, while Crocs is often perceived as a casual home shoe [7][9]. - The durability of Crocs products has led to reduced repurchase rates, as consumers report that a pair can last for years [7]. Brand Positioning - Crocs has struggled with innovation, relying heavily on a single classic model and failing to upgrade its core material, Croslite™ [6][8]. - The brand's marketing strategies, including collaborations, have lost their appeal, resulting in poor sales of new products [6][8]. Industry Trends - Despite Crocs' struggles, the clog category remains vibrant, with significant social media engagement and a trend towards DIY customization among younger consumers [9]. - The Chinese market showed promise with a growth rate exceeding 60% in 2024, but price-sensitive consumers often opt for cheaper alternatives [9][10].
洞洞鞋鼻祖Crocs跌下神坛
Hua Er Jie Jian Wen· 2025-08-11 09:57
Core Viewpoint - Crocs, once a leading brand in the clogs market, is facing significant challenges, including a projected revenue decline of 9%-11% for Q3, leading to a nearly 30% drop in stock price and a market cap loss of $4.17 billion [2][3]. Financial Performance - Crocs anticipates a revenue decline of 9%-11% year-over-year for Q3 [2]. - The company reported a net loss of $492.3 million in Q2, primarily due to a failed acquisition of the brand HEYDUDE, which resulted in a $700 million impairment charge [3][4]. - The growth rate of Crocs' main brand plummeted from 14.6% in Q1 2024 to 2.4% in Q1 2025, with North America experiencing a 3.8% decline [3]. Market Dynamics - The footwear market is shifting, with increased demand for athletic shoes driven by upcoming major sporting events, which is squeezing the casual shoe market [4]. - The rise of low-cost competitors in China, such as Skechers and domestic brands, is significantly impacting Crocs' market share [4][5]. Consumer Behavior - There is a notable change in consumer preferences, with comfort becoming a basic requirement rather than a unique selling point, and a demand for versatile footwear that can be used in various settings [7]. - The perception of Crocs as merely "house slippers" limits its appeal in professional and formal settings, leading to seasonal sales fluctuations [5][6]. Brand Positioning - Crocs has struggled with innovation, relying heavily on a single classic model and failing to upgrade its core material, which has led to stagnation in product development [4][6]. - The brand's previous marketing strategies, such as collaborations with Swarovski, have lost their effectiveness, and new product sales have been disappointing [4][6]. Industry Trends - Despite Crocs' struggles, the clogs category remains active, with significant social media engagement and trends indicating ongoing interest in the footwear segment [6][7]. - The Z generation is increasingly using footwear as a means of personal expression, with DIY shoe decorations gaining popularity [7].
洞洞鞋Crocs股价暴跌三成
第一财经· 2025-08-11 07:28
Core Viewpoint - The impact of U.S. tariffs on domestic retail companies is becoming increasingly evident, with companies like Crocs predicting a decline in revenue due to cautious consumer spending and rising costs associated with tariffs [3][4]. Group 1: Company-Specific Impacts - Crocs anticipates a year-over-year revenue decline in Q3, contrary to analyst expectations of slight growth, attributing this to reduced consumer spending on non-essential items and concerns over price increases [3]. - The company estimates that the new costs from tariffs will reach $40 million in the second half of the year, totaling approximately $90 million for the entire year, equivalent to about 647 million RMB [3]. - Following the announcement, Crocs' stock plummeted nearly 30%, marking its largest single-day drop in 14 years [4]. Group 2: Broader Industry Effects - Nike has indicated that U.S. tariffs will add $1 billion in costs, while GAP expects an increase of $250 million to $300 million [6]. - Deckers, which owns brands like UGG and Hoka, reported a slowdown in U.S. sales growth from approximately 11% to 2.8% and warned of profit margin pressures due to tariff uncertainties [6]. - Deckers' stock fell nearly 20% after the news [7]. Group 3: International Brands - Puma's stock dropped 18.4% on July 25, following a disappointing earnings forecast that projected a "low double-digit percentage" decline in sales and potential operating losses due to U.S. tariffs [9]. - Puma estimates that U.S. tariffs will result in a gross profit loss of about €80 million in FY2025 [9]. - Adidas, despite reporting growth in the first half of the year, anticipates an additional cost of up to €200 million (approximately 157 million RMB) due to tariffs in the remaining part of the year [9]. Group 4: Pricing Strategies - Some companies are absorbing tariff-related costs to maintain market share, while others are considering price increases for U.S. consumers [10]. - Nike announced price hikes for U.S. products in response to tariff impacts, and Adidas also plans to raise prices due to increased costs from tariffs [11]. - Fast Retailing, the parent company of Uniqlo, indicated that it would adjust prices flexibly in light of tariffs, stating that raising prices is the only option available [11].
丑爆了的Crocs洞洞鞋,为何成为“网红鞋”?
Hu Xiu· 2025-08-11 07:03
Core Insights - Crocs has become a leading brand in the casual footwear market, particularly known for its iconic clogs priced around 400 yuan [1] - The brand has cultivated a dedicated fan base, referred to as "洞门" or "Croc enthusiasts," highlighting its strong community engagement [1] Brand Development Challenges - Crocs faced various challenges during its branding journey, including market competition and changing consumer preferences [1] - The company has implemented strategic marketing initiatives to overcome these challenges and solidify its position in the market [1]
洞洞鞋Crocs股价暴跌三成
Di Yi Cai Jing Zi Xun· 2025-08-11 06:54
美国"洞洞鞋"制造商卡骆驰(Crocs)日前发布最新业绩报告,预计今年第三季度公司营收将同比下 降,此前分析师普遍预测第三季度营收会实现小幅增长。 2025.08.11 本文字数:1579,阅读时长大约3分钟 作者 |第一财经 刘晓颖 美关税对该国本土消费零售企业的影响逐渐显现,有本土公司认为美国关税政策将损害相关公司的盈利 能力。 Deckers的股价在消息公布后迅速下挫近20%。 除了美国本土企业,跨国的国际品牌也同样"深受其害"。 德国运动品牌彪马(Puma)的股价今年7月25日单日暴跌18.4%,创下近年来最大跌幅。 市场震荡的背后,是一份远逊预期的财报预告彪马下调2025财年全年指引,销售额将出现"低双位数百 分比"的下滑。利润方面的预期更为悲观,预计全年或将从此前的盈利4.45亿至5.25亿欧元,转为经营亏 损。 卡骆驰公司表示,目前美国消费者在非必需品支出上的消费极为谨慎,导致店铺客流量下降,而且对价 格上涨的担忧可能会进一步抑制消费意愿。 公司表示,美国关税政策将损害公司盈利能力。今年下半年,关税给公司带来的新增成本预估为4000万 美元,全年可能会达到9000万美元,约合6.47亿元人民币。 ...
一年增加超六亿元关税成本,美国“洞洞鞋”Crocs股价暴跌三成
Di Yi Cai Jing· 2025-08-11 06:44
Group 1: Impact of US Tariffs on Domestic Companies - The US tariff policy is negatively affecting the profitability of domestic retail companies, with Crocs expecting a revenue decline in Q3 despite analyst predictions of growth [2] - Crocs anticipates an additional cost of $40 million due to tariffs in the second half of the year, potentially reaching $90 million for the entire year, equivalent to approximately 647 million RMB [2] - Following this news, Crocs' stock price plummeted nearly 30%, marking its largest single-day drop in 14 years [2] Group 2: Effects on Other Brands - Deckers, which owns brands like UGG and Hoka, is also facing tariff pressures, with US sales growth slowing from approximately 11% to 2.8% [3] - Deckers has chosen to absorb some of the tariff costs rather than passing them entirely to consumers, which may stabilize market share but compress profit margins [3][4] - Puma's stock fell 18.4% after it downgraded its 2025 fiscal year guidance, citing the new US tariffs as a significant factor leading to an expected gross profit loss of approximately €80 million [6] - Adidas anticipates an additional cost of up to €200 million (approximately 157 million RMB) due to tariffs in the remaining part of the year, with uncertainty about the impact on consumer demand [7] - Companies like Nike and Uniqlo's parent company Fast Retailing are considering price increases in response to tariff impacts, indicating a trend among brands to adjust pricing strategies [7]
ABG否认出售锐步给安踏;千名GUCCI员工威胁罢工;Crocs股价大跌30%|品牌周报
36氪未来消费· 2025-08-10 07:26
Group 1: ABG and Reebok - Authentic Brands Group (ABG) denies rumors of selling Reebok to Anta, stating no plans to divest the brand now or in the future [3] - Reebok, acquired by Adidas for $3.8 billion in 2006, has struggled to compete in the North American market, leading to its eventual sale to ABG for $2.5 billion in 2021 [4][5] - ABG's initial forecast for Reebok's global retail sales to reach $5 billion in 2023 has been exceeded, with a target of $10 billion by 2027 [5] Group 2: Labor Issues at Gucci - Approximately 1,000 Gucci employees in Italy threaten to strike over the refusal of parent company Kering to pay bonuses for 2022-2024 [6] - This labor dispute comes at a sensitive time for Gucci, which is facing declining sales and is under new CEO Luca de Meo's leadership [7] Group 3: Crocs Financial Struggles - Crocs' stock plummeted by 29.2% after the company projected a 9%-11% decline in Q3 revenue, marking its lowest stock price in nearly three years [8] - The company reported a nearly $500 million net loss in Q2, largely due to a $700 million goodwill impairment from its $2.5 billion acquisition of HEYDUDE [8] - Rising tariffs are expected to increase costs by $40 million in the second half of 2025, further challenging Crocs' low-cost business model [8] Group 4: Ralph Lauren's Growth - Ralph Lauren's quarterly revenue exceeded Wall Street expectations, with projected sales growth of low to mid-single digits for the fiscal year [19] - Sales in Asia and Europe saw double-digit growth, while North America grew by 8%, with China showing the highest growth at 30% [19] Group 5: Anta's Joint Venture with Musinsa - Anta has formed a joint venture with Korean e-commerce platform Musinsa, with Anta holding 40% and Musinsa 60% [22] - Musinsa aims to open over 100 stores in China by 2030, with the first store set to launch in Shanghai in Q4 of this year [22]