Crocs's Q4 Earnings Call: Our Top 5 Analyst Questions
Crocs reported strong Q4 results, surpassing Wall Street expectations for revenue and adjusted profit, driven by international growth and robust direct-to-consumer sales. Management addressed analyst questions regarding North American outlook, new product introductions, pricing, international growth sustainability, and HeyDude's recovery timeline. The company anticipates continued growth in key regions and aims to stabilize the HeyDude brand in the coming quarters.
The Main Reasons To Be Cautious With Crocs Right Now (Rating Downgrade)
Crocs (CROX) has been downgraded to a hold rating due to weak sales growth, particularly an 18% decline in its HEYDUDE brand in Q4, which raises concerns about its diversification strategy. Despite share buybacks and a strong international presence, the current valuation discount is deemed justified given the company's fundamentals. Macroeconomic headwinds and cautious guidance suggest waiting for improved demand and diversification before investing.
Williams Trading downgrades Crocs stock rating on weak demand concerns
Williams Trading downgraded Crocs (NASDAQ:CROX) to Sell from Hold, citing concerns over eroding demand for both Crocs and HEYDUDE brands in the U.S. market, despite a raised price target of $84. The firm anticipates fiscal 2026 revenue and margin to fall short of guidance, though share buybacks might keep EPS within the range. This contrasts with recent strong Q4 2025 results and a positive fiscal year 2026 outlook reported by Crocs, which led Needham to raise its price target to $118.
Crocs™ Welcomes Siddhant Chaturvedi as the Face of Its Echo Range, Championing Street Culture and Self-Expression
Crocs has launched its new "Let Them Talk" campaign, featuring Bollywood actor Siddhant Chaturvedi as the face of its Echo range. The campaign emphasizes self-expression, street style, and comfort, celebrating individuality through movement, music, and everyday moments. The Echo range is designed with a bold, street-forward edge, and the campaign aims to position Crocs firmly within street culture conversations.
Crocs Q4 Earnings Strong, HeyDude Brand Expected to Recover
Crocs reported strong Q4 earnings with a 14% increase in international sales for its main brand, totaling $332 million. Despite a 17% revenue drop for its HeyDude brand, Crocs anticipates a recovery by the second half of 2026 after inventory adjustments. The company forecasts modest 1% sales growth in 2026 and plans significant international expansion, with analysts maintaining hold ratings but raising price targets due to expected margin expansion and HeyDude's eventual turnaround.
Crocs Balances International Growth And Buybacks With HeyDude Reset And Loss
Crocs, Inc. (NasdaqGS:CROX) reported better-than-expected Q4 and full-year results, driven by double-digit international sales growth and strong direct-to-consumer performance. Despite a full-year net loss due to HeyDude impairments, the company plans continued international expansion, new product focus, and cost savings, alongside a significant share repurchase program. The strategy aims to stabilize HeyDude and streamline North American operations, balancing growth initiatives with shareholder returns, while 2026 revenue is expected to be flat to slightly down.
Crocs, Inc. (NASDAQ:CROX) Q4 2025 Earnings Call Transcript
Crocs, Inc. reported its Q4 and full-year 2025 earnings, with overall revenue exceeding $4 billion. The company highlighted strong performance in the Crocs brand, especially internationally and in direct-to-consumer sales, while the HeyDude brand is working towards stabilization and growth in 2026 after strategic clean-up actions. Crocs also emphasized its 20-year anniversary as a public company, its focus on product innovation, social and digital marketing, and strategic cost-saving initiatives for future profitable growth.
Deep Dive: Crocs, Inc. (CROX) – Navigating the HEYDUDE Reset and the Future of Comfort
Crocs, Inc. (CROX) is navigating a "brand reset" for its HEYDUDE acquisition while continuing the international growth of its core Crocs brand. Once nearly collapsing in 2008, Crocs has transformed into a high-margin powerhouse under CEO Andrew Rees, leveraging its "ugly-cool" aesthetic and asset-light business model. The company faces challenges with HEYDUDE's performance and fashion cycle risks but has opportunities in international expansion and new product lines.
LSV Asset Management Grows Stake in Crocs, Inc. $CROX
LSV Asset Management increased its holdings in Crocs, Inc. by 3.2% in the third quarter, now owning 1,107,500 shares valued at $92.5 million. The article details similar increases by other institutional investors and provides an overview of recent Crocs news, including positive Q4 results, a raised FY2026 EPS outlook, and share repurchases, alongside some neutral and negative sentiments regarding year-over-year revenue decline and technical overbought signals. Analysts currently have a "Hold" consensus rating for Crocs with an average target price of $98.09.
Crocs Inc. Hosts Earnings Call, Eyes on Winter Update
Crocs Inc. (CROX) stock has seen a significant surge of 21.71% fueled by design innovation and positive market sentiment. The company's upcoming earnings call on February 12, 2026, is highly anticipated, with investors eager to review last year's financial performance, which includes $145.816M in net income and a 59.1% gross margin. Analysts are also keen to assess how consumer behavior patterns during winter have influenced sales, considering Crocs' versatile retail strategies.
Crocs Shares Jump After Q4 Earnings Best Wall Street Expectations
Crocs Inc. (CROX) saw its shares jump after reporting better-than-expected fourth-quarter earnings for 2025. Despite a slight revenue decline, the company surpassed Wall Street's EPS expectations, largely driven by strong international growth for the Crocs brand and strategic cost-saving initiatives. CEO Andrew Rees highlighted exceeding $4 billion in revenue for the year and expressed confidence in the company's diversified growth engines for 2026.
Earnings call transcript: Crocs Inc. beats Q4 2025 earnings expectations
Crocs Inc. (CROX) reported strong fourth-quarter 2025 results, exceeding Wall Street expectations with an EPS of $2.29 and revenue of $958 million. Following the announcement, the stock surged by 17.85% in pre-market trading, reflecting positive investor response. The company plans to expand cost-saving measures by $100 million in 2026 and expects international markets, particularly China, to drive future growth.
Kimco, TransUnion, Crocs Deliver Q4 Results and Guidance
Kimco Realty, TransUnion, and Crocs, Inc. have released their Q4 earnings reports, showing a mix of strong performances and strategic adaptations. Kimco and TransUnion both surpassed EPS and revenue expectations, driven by high occupancy rates and strategic transformations respectively. Crocs also exceeded earnings forecasts, despite a challenging retail market, through strategic cost savings and brand strengthening.
Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results
Crocs, Inc. announced its financial results for the fourth quarter and full-year 2025, reporting a decrease in consolidated revenues and diluted earnings per share compared to the previous year. The company also provided its outlook for the first quarter and full-year 2026, anticipating slight revenue declines but expecting an expansion in adjusted operating margin. Strategic initiatives for 2026 include $100 million in cost savings and continued investment in its brands.
Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results; Issues First Quarter and Full-Year 2026 Outlook
Crocs, Inc. announced its fourth quarter and full-year 2025 financial results, exceeding expectations for the holiday quarter with over $4 billion in revenue for the year, driven by international growth in the Crocs Brand. The company effectively managed cash flow, repurchasing 6.5 million shares and reducing debt by $128 million, and has also identified $100 million in cost savings for 2026. Crocs anticipates earnings per share growth in full-year 2026, with an outlook for revenue to be relatively flat to slightly up, and adjusted diluted earnings per share projected to be between $12.88 and $13.35.
EXEC: Crocs, Inc. CEO Lays Out Solid Path for Future After Holiday Quarter Beat and Upbeat Outlook
Crocs, Inc. (CROX) saw its shares jump significantly after CEO Andrew Rees and CFO Patraic Reagan presented a strong fourth quarter and full-year 2025 performance, alongside an optimistic outlook for the future. The company celebrated 20 years as a public entity, highlighting its growth in diversified brands, products, and geographies, with the Crocs brand demonstrating continued market share gains globally. Despite some challenges, particularly with the HeyDude brand and North American sales, Crocs outlined strategic pillars for future growth, including product innovation, market expansion, and disciplined inventory management, while forecasting continued profitability and shareholder returns.
Deep Dive: Crocs, Inc. (CROX) – Navigating the HEYDUDE Reset and the Future of Comfort
Crocs, Inc. (CROX) is navigating a "brand reset" for its HEYDUDE acquisition while maintaining growth for its core Crocs brand. Despite a dip in overall revenue for FY 2025 and challenges with HEYDUDE, the company maintains strong gross margins and is focusing on international expansion and product diversification. Analysts are in a "show me" phase, waiting for proof of HEYDUDE's stabilization and sustained growth.
Crocs: Q4 Earnings Snapshot
Crocs Inc. (CROX) reported strong fourth-quarter earnings, with net income of $105.2 million, or $2.03 per share, surpassing Wall Street expectations. The footwear company also exceeded revenue forecasts, posting $957.6 million for the quarter. For the full year, Crocs reported revenue of $4.04 billion and provided guidance for future earnings.
The Year Ahead Could Be Challenging for Crocs Inc.
Williams Trading analyst Sam Poser has lowered his estimates for Crocs Inc. ahead of their fourth-quarter earnings report. He projects a double-digit sales decline for Hey Dude and low-single-digit decline for Crocs in fiscal year 2026, citing waning U.S. demand, inconsistent pricing, and over-reliance on collaborations. While cost-cutting initiatives are planned, their effectiveness is questioned if revenue growth remains negative.
Crocs' Q4 Earnings on The Horizon: What's There to Unfold?
Crocs (CROX) is set to release its fourth-quarter 2025 results on February 12, with revenue and EPS estimates indicating declines from the prior year. The company's performance is expected to be impacted by a tough operating environment, including increased expenses, tariff-related issues, and soft trends in its HEYDUDE brand. However, strength in its core Crocs brand, effective pricing strategies, and the direct-to-consumer channel may offer some support.
BI Asset Management Fondsmaeglerselskab A S Decreases Position in Crocs, Inc. $CROX
BI Asset Management Fondsmaeglerselskab A S significantly reduced its stake in Crocs, Inc. by 74.2% in the third quarter, now holding 15,033 shares valued at approximately $1.256 million. Despite this, other institutional investors have increased their holdings. Analyst sentiment for Crocs is mixed, with an average "Hold" rating and a consensus target price of $94.64.
New York State Common Retirement Fund Has $3.05 Million Position in Crocs, Inc. $CROX
The New York State Common Retirement Fund reduced its stake in Crocs, Inc. by 34.7% in the third quarter, now owning 36,500 shares valued at $3.05 million. Analyst ratings are mixed, with a "Hold" consensus and a target price of $94.64. Notably, director John B. Replogle recently increased his holdings by purchasing 3,000 shares.
Analysts Estimate Crocs (CROX) to Report a Decline in Earnings: What to Look Out for
Crocs (CROX) is expected to report a year-over-year decline in earnings and lower revenues for the quarter ended December 2025, with an earnings report anticipated on February 12. The Zacks Consensus Estimate projects quarterly earnings of $1.91 per share, representing a 24.2% decrease, and revenues of $916.56 million, down 7.4%. The company's current Zacks Earnings ESP of -0.44% and a Zacks Rank of #4 suggest it might not beat the consensus EPS estimate this quarter.
Crocs, Inc. (CROX): A Bull Case Theory
This article summarizes a bullish thesis on Crocs, Inc. (CROX) by Brett Schafer, emphasizing its undemanding valuation despite concerns about the HeyDude acquisition and potential margin compression. The current stock price is considered attractive due to a substantial margin of safety, robust core brand resilience, and aggressive share repurchases, suggesting a compelling long-term risk-reward profile if the business stabilizes.
UBS Maintains Neutral on Crocs (CROX) Feb 2026
UBS has reiterated a Neutral rating on Crocs (CROX) on February 3, 2026, indicating limited near-term upside despite ongoing monitoring of demand and margin trends. This maintenance rating, rather than an upgrade or downgrade, caused only a small price movement for CROX. Meyka AI, however, assigns CROX a B+ grade, acknowledging recent sales momentum while also noting the cautious sentiment from UBS.
Crocs, Inc. $CROX Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans significantly reduced its stake in Crocs, Inc. by 45.6% during the third quarter, selling 350,480 shares. Despite this institutional selling, a Crocs director, John B. Replogle, increased his holdings. Analyst opinions are mixed, with a consensus "Hold" rating, while institutional investors still own a substantial 93.44% of the stock.
TD Waterhouse Canada Inc. Takes $3.21 Million Position in Crocs, Inc. $CROX
TD Waterhouse Canada Inc. has acquired a new stake of 37,726 shares in Crocs, Inc. (NASDAQ:CROX), valued at approximately $3.21 million, as disclosed in their latest 13F filing. Separately, Crocs Director John B. Replogle increased his holdings by purchasing 3,000 shares for $223,500. The company reported strong Q3 earnings, beating analyst estimates with an EPS of $2.92 and revenue of $996.3 million, though revenue was down 6.2% year-over-year.
Crocs, Inc.'s (NASDAQ:CROX) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?
Crocs' stock has seen a recent decline, but its strong financial fundamentals, particularly its Return on Equity (ROE) of 13%, suggest potential for long-term value increase. The company efficiently converts shareholder investments into profit, reinvests earnings, and has shown moderate earnings growth, although slightly below the industry average. Analysts predict an acceleration in Crocs' earnings, indicating a positive future outlook.
The Truth About Crocs Inc: Is This ‘Ugly’ Shoe Stock Your Next Power Move?
This article examines the phenomenon of Crocs Inc, analyzing its transformation from a "meme shoe" to a billion-dollar business. It delves into the brand's marketing strategies, including personalization and collaborations, and compares it to competitors like Birkenstock. The piece also provides an investment perspective on the CROX stock, highlighting its volatility and sensitivity to fashion trends and consumer spending.
The Truth About Crocs Inc: Is This ‘Ugly’ Shoe Stock Your Next Power Move?
This article examines Crocs Inc. (CROX) as both a popular footwear brand and a stock investment. It highlights how Crocs has leveraged social media, personalization through Jibbitz, and strategic collaborations to build hype and maintain its relevance. The piece also discusses CROX as a stock, noting its volatility, its distinction from competitors like Birkenstock, and the factors investors should consider, such as trend risk and consumer spending, before deciding to "cop or drop" the stock.
Crocs puts self-expression over algorithmic sameness with new platform
Crocs has launched its first new global brand platform in nearly a decade, "Wonderfully Unordinary," aimed at appealing to Gen Z consumers. This multiyear campaign emphasizes self-expression and real-world experiences, contrasting with "algorithmic sameness." The campaign features an emotional ad where mannequins come alive after putting on Crocs, exploring a city and transforming into a human couple, and will be expanded globally throughout 2026.
Crocs rolls out “Wonderfully Unordinary” as new global brand platform
Crocs has launched "Wonderfully Unordinary," a new global brand platform that emphasizes self-expression and creative individuality, evolving from its 2017 "Come As You Are" campaign. The initiative, which premiered with a 90-second film, will be integrated across various channels including product storytelling, digital media, and retail activations through 2026 and beyond. It aims to position instinct and individuality over performance- or trend-driven culture.
Crocs puts self-expression over algorithmic sameness with new platform
Crocs has launched its first new global brand platform in nearly a decade, "Wonderfully Unordinary," to engage a younger generation of consumers, particularly Gen Z. The campaign promotes self-expression and real-world experiences, contrasting with "algorithmic sameness." It features a 90-second anthem spot showing mannequins coming to life after wearing Crocs, embodying human transformation and exploration.
Crocs Unveils "Wonderfully Unordinary," a New Global Brand Narrative Ushering in the Next Era of Self-Expression
Crocs has launched a new global brand platform called "Wonderfully Unordinary," marking an evolution in its brand narrative. This multi-year campaign moves beyond the previous "Come As You Are" ethos to focus on growth, self-expression, and experiencing the world in new ways, targeting a younger generation. The campaign, which includes a hero film and will extend across various touchpoints, celebrates authenticity, instinct, and real-life experiences over manufactured trends.
Crocs Unveils "Wonderfully Unordinary," a New Global Brand Narrative Ushering in the Next Era of Self-Expression
Crocs has launched a new global brand platform called "Wonderfully Unordinary," marking an evolution that moves beyond simply belonging to fostering self-expression and personal growth. This multi-year narrative, the first in nearly a decade, aims to inspire a younger generation to embrace their authentic selves and experience the world in fresh, unique ways. The campaign debuts with a 90-second hero film and will extend across various channels throughout 2026 and beyond.
When Lego and Crocs collide
Lego and Crocs have announced a multi-year partnership, with the first product being Lego-shaped shoes. This collaboration brings together two iconic brands, offering a novel design for consumers. The article, by Rhoda Miel, highlights this new venture from January 28, 2026.
Retirement Systems of Alabama Acquires 26,684 Shares of Crocs, Inc. $CROX
Retirement Systems of Alabama increased its stake in Crocs, Inc. by 15.4% during the third quarter, acquiring an additional 26,684 shares to bring its total holdings to 200,487 shares valued at $16.75 million. Other institutional investors like Boston Partners and Alliancebernstein L.P. also significantly adjusted their positions. Despite a recent quarterly revenue decline, Crocs surpassed earnings estimates, and analysts currently have a "Hold" rating on the stock with an average price target of $99.25.
LEGO, Crocs team up for new clogs
LEGO and Crocs have announced a collaboration to produce new clogs. The article, published on January 26, 2026, highlights this partnership. No further details about the product or the nature of the team-up are provided in this brief announcement.
Crocs schedules Feb. 12 webcast to review 2025 results
Crocs (NASDAQ: CROX) announced that it will host a conference call on Thursday, February 12, 2026, at 8:30 AM ET to discuss its fourth quarter and full-year results for the period ended December 31, 2025. Investors can register for call details and access a live webcast and replay (available through February 12, 2027) on the company's Investor Relations website. Historically, such announcements have led to modest stock movements, with larger reactions tied to actual earnings results.
69,640 Shares in Crocs, Inc. $CROX Purchased by iA Global Asset Management Inc.
iA Global Asset Management Inc. recently purchased 69,640 shares of Crocs, Inc. ($CROX) for approximately $5.82 million, establishing a new position in the company. This comes as Crocs reported strong quarterly earnings, beating analyst estimates, although legal scrutiny over the HEYDUDE deal and mixed analyst ratings present near-term risks. Insider John B. Replogle also increased his holdings by purchasing 3,000 shares.
‘Hideous… I need them’: Internet reacts as Crocs releases $150 Lego-shaped clogs | Hindustan Times
Crocs Inc. has launched $150 Lego-shaped clogs as part of a multiyear partnership with Danish toymaker Lego. This collaboration aims to create buzz-driven collectible footwear, with each pair including a Lego minifigure and miniature Crocs shoes. Despite varying reactions online, from dismissal to strong desire, the companies are positioning these clogs as a collector's item to rebuild brand "heat."
‘Hideous… I need them’: Internet reacts as Crocs releases $150 Lego-shaped clogs | Hindustan Times
Crocs Inc. has launched $150 Lego-shaped clogs in partnership with Lego, aiming to attract collectors and rebuild brand "heat" after a period of softening demand. The clogs, which include a Lego minifigure and miniature Crocs shoes, are priced significantly higher than Crocs' usual range and have sparked divided reactions online, with some calling them "hideous" but expressing a strong desire to buy them. Launched at Paris Fashion Week and set for global release on February 16, the collaboration targets a broad fanbase similar to both Crocs and Lego.
Can Crocs Sustain Growth Despite Slowing Global Footwear Demand?
Crocs (CROX) is facing moderating demand, particularly in North America, due to a bifurcated consumer environment where more affluent shoppers continue purchases while others prioritize essential spending. In response, the company is implementing strategic initiatives for both its Crocs and HEYDUDE brands, focusing on promotional pullbacks, inventory alignment, and product diversification, alongside cost structure simplification. Despite a recent drop in share price and a Zacks Rank #3 (Hold), Crocs aims for sustainable long-term growth by improving inventory conditions, expanding product lines, and boosting international growth for the Crocs brand.
Crocs bets $150 clogs shaped like Lego bricks will generate buzz
Crocs has partnered with Lego to launch a new line of Lego-shaped clogs, priced at $150, aiming to generate buzz and re-engage with consumers, particularly younger shoppers and Lego's loyal fan base. This move comes as Crocs seeks to recapture sales growth after a period of slowing momentum. The collaboration will initially offer adult-sized clogs and include unique Jibbitz charms featuring Lego brick plastic.
Crocs Analyst Turns Bearish, Revises 2026 Estimates Lower
KeyBanc Capital Markets analyst Ashley Owens downgraded Crocs (NASDAQ: CROX) from Overweight to Sector Weight, citing lower U.S. demand, ongoing wholesale caution, tariff headwinds, and pressure at HEYDUDE. Owens also lowered full-year 2026 revenue and earnings estimates, expecting headwinds to be stronger in the first half of the year. Despite the stock's inexpensive valuation and balance sheet flexibility, Owens prefers to remain on the sidelines due to limited near-term catalysts.
Crocs, Inc. Announces Conference Call to Review Fourth Quarter and Full Year 2025 Earnings Results
Crocs, Inc. (NASDAQ: CROX) announced it will host a conference call on Thursday, February 12, 2026, at 8:30 am ET to discuss its fourth quarter and full year 2025 earnings results. Interested parties can register via the Investor Relations section of the Crocs website, investors.crocs.com, where a live and replay webcast will also be available. The company highlighted its brands, Crocs and HEYDUDE, which combine comfort and style in footwear sold globally.
HEYDUDE Disclosure Probe Could Be A Game Changer For Crocs’ Management Narrative (CROX)
Law firm Kahn Swick & Foti, LLC has launched an investigation into Crocs, Inc. regarding potential fiduciary breaches related to alleged under-disclosure of underperformance and inventory issues with its HEYDUDE brand. This probe adds a governance layer to Crocs' investment narrative, intensifying scrutiny on management's judgment and disclosure practices concerning the HEYDUDE acquisition, alongside existing financial risks like a high debt load and margin recovery challenges. The investigation highlights the importance of evaluating management credibility and risk oversight for current and prospective investors.
Crocs bets $150 clogs shaped like Lego bricks will generate buzz
Crocs has partnered with Lego to launch $150 clogs shaped like Lego bricks, available globally on February 16th. This collaboration aims to re-engage consumers and boost falling sales growth, targeting both children and adult collectors with unique, collectible footwear. The partnership includes custom Jibbitz charms and is part of Crocs' broader strategy to invigorate collaborations and expand its product offerings beyond traditional footwear.
Crocs bets $150 clogs shaped like Lego bricks will generate buzz
Crocs has announced a multiyear partnership with Lego, launching $150 Lego-shaped clogs on February 16th to re-engage with consumers and recapture sales growth. This collaboration is part of Crocs' strategy to boost brand heat and appeal to Lego's broad and devoted fanbase, especially as its rapid post-pandemic growth has faded. The company plans further launches and is expanding beyond footwear to include items like bags and phone cases, alongside increased digital and in-person marketing efforts.
Crocs Bets $150 Clogs Shaped Like Lego Bricks Will Generate Buzz
Crocs Inc. has announced a multiyear partnership with Lego, kicking off with the release of $150 clogs shaped like Lego bricks. This collaboration aims to attract new consumers and generate buzz for the footwear maker, with a second launch expected in the spring. The initiative is part of Crocs' strategy to connect with a broader audience through novel product designs.
