3 Consumer Discretionary Stocks Ready for a Comeback in 2025
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Crocs: A Small-Cap Value Play For 2025
Financial performance shows revenue growth and improved margins, with Crocs repurchasing shares and paying down debt, enhancing shareholder value. Exciting partnerships with brands like McDonald's have driven brand momentum, although the HEYDUDE brand continues to lag in performance and enthusiasm. Despite risks like potential trade tensions, Crocs' strong brand and strategic marketing moves for HEYDUDE make it a compelling long-term investment.
Crocs' Valuation Can Be Capitalized On In The Near Term
Crocs' post-pandemic growth has slowed, making it less suited for long-term growth investors but appealing as a two-year value play with a projected EV CAGR of ~15%. The valuation model assumes 3.5% revenue growth, EBITDA margin at 26%, and EV-to-EBITDA expansion to 9.5, yielding a December 2026 EV of $10.783 billion. International expansion presents opportunities but also risks, as cultural adaptation and competition could affect revenue and margin stability.
Should You Invest in Crocs (CROX) Based on Bullish Wall Street Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Why Is Crocs (CROX) Down 3.1% Since Last Earnings Report?
Crocs (CROX) reported earnings 30 days ago. What's next for the stock?
Crocs' Discounted P/E Valuation: Is it a Value Bet for Investors?
CROX is poised for long-term growth, driven by strong consumer demand, strategic initiatives and brand awareness amid challenging macroeconomic conditions.
Why Crocs (CROX) is a Top Growth Stock for the Long-Term
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Is the Options Market Predicting a Spike in Crocs (CROX) Stock?
Investors need to pay close attention to Crocs (CROX) stock based on the movements in the options market lately.
Here's Why Crocs (CROX) is a Strong Value Stock
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3 Growth Stocks Down 40% to Buy Right Now
3 Growth Stocks Down 40% to Buy Right Now
Crocs: Near-Term Pressures May Keep The Stock In Check
Crocs stock dipped ~19% despite better-than-expected results due to lower HEYDUDE performance expectations and EBIT margin pressure for 2025. Management's focus on brand building over performance marketing for HEYDUDE will likely lead to higher SG&A expenses and slower revenue growth in the near term. Historical guidance cuts for HEYDUDE raise concerns about market perception of future guidance, potentially limiting investor excitement.
Crocs: Patience Is Required To Be A Successful Investment
Crocs' growth drivers include international expansion, sandals, and robust gross margins, despite a slowdown in revenue and HeyDude's underperformance. Q3 results exceeded guidance, but stock dropped due to slower revenue growth and HeyDude's continued weakness, despite strong EPS growth. CROX's international segment, especially in China, shows significant long-term potential with new store openings and strong brand positioning.
