Ralph Lauren, V.F., Crocs and G-III Apparel have been highlighted in this Industry Outlook article.
Zacks Textile-Apparel industry players, RL, VFC, CROX and GIII are boosting omnichannel execution and brand investments to navigate pressures and capture growth amid shifting demand.
CROX's nonstop livestreaming and TikTok dominance spark digital customer gains, helping offset U.S. softness with surging global DTC growth.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
CROX's HEYDUDE faces steep revenue pressure, but refreshed franchises, innovation, and cleaner inventory show early signs of stabilization.
As muted holiday sales loom, Crocs stands out among five apparel and shoe picks highlighted for strong growth drivers this Black Friday.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
CROX leans on bold innovation, new franchises, and standout sandal momentum to fuel global demand and drive long-term growth.
Crocs faces ongoing sales and earnings declines, driven by North American weakness and shifting consumer preferences, but trades at a low forward P/E of 6. Despite business headwinds, CROX maintains premium margins and strong international growth, especially in China, Japan, and Western Europe, partially offsetting U.S. softness. Shareholder-friendly capital allocation, including buybacks and debt reduction, supports a potential turnaround if business erosion slows and margins hold.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Crocs is downgraded to a sell as both its core and HEYDUDE brands face declining sales and worsening outlooks. CROX struggles with weak consumer demand, ineffective promotions, margin erosion, and a heavy debt load, despite cost-cutting initiatives. Q3 results showed revenue down 6.2% year-over-year, with further declines and margin compression expected in the critical holiday quarter.
Crocs, Inc. ( CROX ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Erinn Murphy - Senior VP of Investor Relations & Corporate Strategy Andrew Rees - CEO, Director & Interim President for HEYDUDE Brand Patraic Reagan - Executive VP & CFO Conference Call Participants Jonathan Komp - Robert W. Baird & Co. Incorporated, Research Division Christopher Nardone - BofA Securities, Research Division Tom Nikic - Needham & Company, LLC, Research Division Adrienne Yih-Tennant - Barclays Bank PLC, Research Division Peter McGoldrick - Stifel, Nicolaus & Company, Incorporated, Research Division Rakesh Patel - Raymond James & Associates, Inc., Research Division Jay Sole - UBS Investment Bank, Research Division Brooke Roach - Goldman Sachs Group, Inc., Research Division Aubrey Tianello - BNP Paribas, Research Division Anna Andreeva - Piper Sandler & Co., Research Division Presentation Operator Good morning, and welcome to the Crocs, Inc. Third Quarter 2025 Earnings Conference Call.