I reiterate my 'buy' rating on Crocs, with a price target of $139 per share, as recent trade deals with Vietnam and Indonesia should reduce tariff headwinds and improve cost visibility. In the previous quarter, management had withdrawn full-year guidance due to tariff uncertainty and projecting $130M in cost impact, dampening investor sentiment. With trade deals struck with Vietnam and Indonesia, along with the potential extension of a 90-day tariff pause with China, I expect management to lower its cost impact in Q2 earnings.
Crocs (CROX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
CROX is rebooting HEYDUDE with fresh styles, influencer buzz and tighter ops to revive U.S. growth and regain market traction.
7 Aug 2025 (In 1 week) Date | | 4.03 Cons. EPS | - EPS |
31 Jul 2025 (In 5 days) Date | | 4.03 Cons. EPS | - EPS |
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7 Aug 2025 (In 1 week) Date | | 4.03 Cons. EPS | - EPS |
31 Jul 2025 (In 5 days) Date | | 4.03 Cons. EPS | - EPS |
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Apparel - Footwear & Accessories Industry | Consumer Cyclical Sector | Andrew Rees CEO | XFRA Exchange | US2270461096 ISIN |
US Country | 7,910 Employees | - Last Dividend | 15 Jun 2007 Last Split | - IPO Date |