Crocs, Inc. (CROX)
Crocs: Major Brand Risk Is Still Understandably Priced In
Crocs has regained brand recognition in the past few years, and the Q4 report highlights continued great revenues and incredibly high margins. The HEYDUDE brand is still waiting for stabilization. Zooming out, CROX's history has been turbulent. The constant celebrity and brand collaborations highlight a currently hot brand, but fashion trends may change—the Company's earnings have asymmetric downside. At a single-digit P/E, the stock already prices in a stagnating brand. I estimate 9% upside to a fair value of $116 in a DCF model base scenario.
Crocs Rocks Wall Street's Socks Off
An investment in Crocs (CROX 18.33%) is starting to feel like a pair of its signature shoes: There may still be holes in the business model, but comfort is winning over polarizing fashion aesthetics. Shares of the resin-footwear maker jumped at the open on Thursday after the company posted better-than-expected results.
Crocs, Inc. (CROX) Q4 2024 Earnings Call Transcript
Crocs, Inc. (NASDAQ:CROX ) Q4 2024 Earnings Conference Call February 13, 2025 8:30 AM ET Company Participants Erinn Murphy - Senior Vice President, Investor Relations & Corporate Strategy Andrew Rees - Chief Executive Officer Susan Healy - Chief Financial Officer Conference Call Participants Jonathan Komp - Baird Chris Nardone - Bank of America Adrienne Yih - Barclays Jim Duffy - Stifel Bob Drbul - Guggenheim Anna Andreeva - Piper Sandler Laura Champine - Loop Capital Tom Nikic - Needham Operator Good morning, and welcome to the Crocs Fourth Quarter 2024 Earnings Call. All participants will be in listen-only mode.
Crocs (CROX) Q4 Earnings and Revenues Beat Estimates
Crocs (CROX) came out with quarterly earnings of $2.52 per share, beating the Zacks Consensus Estimate of $2.29 per share. This compares to earnings of $2.58 per share a year ago.
Crocs Outpaces Revenue Expectations
Crocs (CROX -0.14%), known for its foam clogs and casual footwear, recently reported its fourth-quarter earnings for 2024 on February 13. The company exceeded expectations, with revenue reaching $990 million against a forecast of $961 million.
Crocs rallies as its profit view tops estimate on core footwear brand growth
Crocs branded footwear is expected to grow 4.5% in 2025, but its smaller HeyDude line will be down up to 9%
Down 50% In 8 Months, Is Crocs Stock A Buy Ahead Of Earnings?
Crocs, Inc. stock has tumbled by nearly 50% since June 2024, underperforming industry peers and the broader stock market. Despite producing lackluster growth numbers in recent quarters, Crocs' strong free cash flow generation (optionality) and strategic investments in brand growth support long-term business potential. Wall Street analysts remain bullish on CROX, with a consensus price target implying ~50% upside and TQI's fair value estimate suggesting +102% potential.
Crocs' Q4 Earnings Coming Up: What Surprise Awaits Investors?
CROX's fourth-quarter 2024 top-line results are likely to reflect gains from solid consumer demand and strength in clogs, sandals and personalization.
Earnings Preview: Crocs (CROX) Q4 Earnings Expected to Decline
Crocs (CROX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Crocs (CROX) Stock Dips While Market Gains: Key Facts
Crocs (CROX) closed at $97 in the latest trading session, marking a -0.29% move from the prior day.
Crocs (CROX) Rises Yet Lags Behind Market: Some Facts Worth Knowing
Crocs (CROX) closed the most recent trading day at $97.28, moving +0.56% from the previous trading session.
Crocs (CROX) Is Considered a Good Investment by Brokers: Is That True?
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.
