Crocs delivered a strong Q4, beating expectations on both revenue and EPS, and raised full-year guidance. CROX remains undervalued with a new price target of $173, reflecting a 76% upside from current levels. Significant debt repayment and $180M in share repurchases, alongside robust international growth and HEYDUDE stabilization, reinforce the investment case.
Crocs rebounds on better-than-feared Q4 results and flat FY26 core brand sales guidance but faces persistent structural challenges. CROX trades at a compelling 7.5x FY26 P/E, yet growth headwinds, margin slippage, and debt overhang temper enthusiasm. HEYDUDE continues to underperform, with management guiding for another 7–9% sales decline in FY26 after a sharp FY25 drop.
Crocs were cool with investors on Thursday.
CROX tops Q4 estimates despite year-over-year declines, as cost cuts and DTC strength offset wholesale weakness and softer HEYDUDE sales.
Pre-market futures are up respectably at this hour, unbothered by the slight uptick to Weekly Jobless Claims out this Thursday morning. The Dow is currently +143 points, the S&P 500 is +21, the Nasdaq +77 and the small-cap Russell 2000 +19.
We appear to be back to early December levels on Weekly Jobless Claims.
Although the revenue and EPS for Crocs (CROX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Crocs, Inc. (NASDAQ:CROX) shares rose nearly 20% following the company's fourth quarter 2025 earnings report, as the footwear maker delivered results that exceeded Wall Street expectations. The company reported adjusted earnings of $2.29 per share, beating the consensus estimate of $1.92 by about 19%.
Crocs (CROX) came out with quarterly earnings of $2.29 per share, beating the Zacks Consensus Estimate of $1.92 per share. This compares to earnings of $2.52 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Crocs (CROX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
CROX faces margin pressure from tariffs, higher SG&A and HEYDUDE weakness, but pricing strength and core brand demand may help cushion results.
Crocs (CROX) closed at $85.81 in the latest trading session, marking a +1.56% move from the prior day.