Key Takeaways Crocs delivered $50M in 2025 cost savings and identified another $100M to boost flexibility and leverage.CROX is resetting HEYDUDE wholesale, lifting ASPs for nine straight quarters as inventory normalizes.CROX saw Q3 revenue fall 6.2% as tariffs cut margin and North America demand remained weak.Crocs, Inc. (CROX) , along with its subsidiaries, is engaged in the design, development, manufacturing, marketing, distribution, and sale of casual lifestyle footwear and accessories for men, women, an ...

Key Takeaways lululemon sees menswear strength and refreshed innovation as it navigates softer U.S. sales.LULU is boosting agility with faster cycles and more newness, aiming to scale adjacent areas like footwear.lululemon targets a rebound in 2026 as it rebalances assortments and manages tariffs and markdowns.lululemon athletica inc.’s (LULU) second-quarter fiscal 2025 earnings call shows the brand at an inflection point, especially as U.S. sales soften and core casual franchises lose steam. Yet within thi ...