Crocs Surpasses Q4 Earnings Estimates, Raises Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy CROX?
Source: seekingalpha
- Earnings Beat: Crocs reported fourth-quarter revenue of $958 million, down 2.3% year-over-year but exceeding market expectations, indicating strong holiday demand and boosting investor confidence.
- Direct-to-Consumer Growth: Direct-to-consumer revenues increased by 4.7%, partially offsetting wholesale weaknesses, demonstrating the effectiveness of Crocs' multi-channel sales strategy.
- International Performance: International revenue rose by 14.1% to $332 million, reflecting robust demand for Crocs products in global markets, particularly outside North America.
- Cost Savings Initiative: CEO Andrew Rees highlighted the identification and implementation of $100 million in cost savings aimed at driving efficiency while maintaining investment in brand development, showcasing the company's confidence in future growth.
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Analyst Views on CROX
Wall Street analysts forecast CROX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CROX is 90.38 USD with a low forecast of 75.00 USD and a high forecast of 112.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
3 Buy
7 Hold
0 Sell
Moderate Buy
Current: 82.730
Low
75.00
Averages
90.38
High
112.00
Current: 82.730
Low
75.00
Averages
90.38
High
112.00
About CROX
Crocs, Inc. is engaged in the design, development, worldwide marketing, distribution, and sale of casual lifestyle footwear and accessories for all. The Company's brands include Crocs and HEYDUDE. The Crocs Brand's collection contains Croslite material, a proprietary, molded footwear technology. It also uses Croslite material formulations in connection with material technologies used in its visible comfort collections, such as its LiteRide and Free Feel Technology products. The HEYDUDE Brand offers shoes with an iconic and versatile loafer silhouette with many wearing occasions that focus on casualization, comfort-led functionality and personalization. It sells its products in more than 80 countries, through wholesale and direct-to-consumer channels. Its wholesale channel includes domestic and international multi-brand retailers, e-tailers and others. Its direct-to-consumer channel includes Company-operated retail stores, Company-operated e-commerce sites and third-party marketplaces.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Crocs Surges 22% After Crushing Q4 Earnings Estimates
- Earnings Beat: Crocs exceeded analyst expectations for both earnings and revenue in Q4, leading to a 22% surge in stock price at the market open, reflecting sustained consumer demand for comfortable footwear and boosting market confidence in the company's future performance.
- Strong Cash Flow: Despite a revenue drop in 2025, Crocs supported shareholder interests through robust cash flow, reducing its share count by 10% and paying down $128 million in debt over the year, demonstrating solid financial management.
- Share Buyback Strategy: In Q4, Crocs repurchased $180 million in shares at an average price of $83.63, and the current stock price gains make this buyback decision appear prudent, further enhancing investor confidence in the company's financial strategies.
- Optimistic Outlook: Management provided an adjusted earnings per share guidance for 2026 of $12.88 to $13.55, significantly above the $11.89 expected by analysts, and this forecast does not account for potential share repurchases, indicating strong growth potential ahead.
See More
Crocs Shares Surge Following Earnings Report: Unfashionable Footwear Remains Popular.
- Crocs Stock Performance: Crocs experienced a decline in stock value following its last two earnings reports, raising concerns about the future of the "ugly-shoe" trend.
- Fashion Trend Resilience: Despite the stock slump, there are indications that the fears regarding the decline of the ugly-shoe craze may have been premature, suggesting potential resilience in the trend.
See More
Crocs Shares Surge 21% on Strong Earnings Guidance
- Crocs Strong Guidance: Crocs shares surged 21% after the company projected adjusted earnings between $2.67 and $2.77 per share for the current quarter, exceeding the market expectation of $2.52, indicating resilience and growth potential in the current economic climate.
- Restaurant Brands Challenges: Despite reporting revenue and profit beats, Restaurant Brands' shares fell 6%, primarily due to rising costs, including beef, which pressured profits, reflecting the dual challenges of intensified industry competition and cost pressures.
- Cognex Stock Surge: Cognex shares jumped over 37% after reporting adjusted earnings and revenue beats for the fourth quarter, along with optimistic guidance for the current quarter, showcasing significant advancements in AI-enabled industrial machine vision technology.
- Equinix Exceeds Guidance: Equinix shares rose 12% after projecting adjusted EBITDA of $5.141 billion to $5.221 billion by 2026, surpassing analyst expectations, demonstrating strong growth potential in the digital infrastructure sector.
See More
Crocs Exceeds Q4 Expectations with Strong Revenue and EPS Growth
- Strong Financial Performance: Crocs reported Q4 revenue of $958 million and adjusted EPS of $2.29, both exceeding analyst expectations, indicating robust market performance and profitability.
- Cash Flow and Shareholder Returns: In 2025, Crocs generated $659 million in free cash flow, successfully paid down $128 million in debt, and repurchased approximately 6.5 million shares for $577 million, demonstrating effective capital management.
- Market Expansion Potential: CEO Rees highlighted that Crocs' market penetration in China, India, Japan, Germany, and France is only one-third of that in mature markets, suggesting significant growth opportunities as brand awareness increases.
- Positive Stock Market Reaction: As of February 12, Crocs' stock surged over 20% from the previous trading day, reflecting market optimism regarding the company's growth prospects, particularly driven by the new Crafty Clog product.
See More
Crocs Surpasses Q4 Earnings Estimates, Raises Guidance
- Earnings Beat: Crocs reported fourth-quarter revenue of $958 million, down 2.3% year-over-year but exceeding market expectations, indicating strong holiday demand and boosting investor confidence.
- Direct-to-Consumer Growth: Direct-to-consumer revenues increased by 4.7%, partially offsetting wholesale weaknesses, demonstrating the effectiveness of Crocs' multi-channel sales strategy.
- International Performance: International revenue rose by 14.1% to $332 million, reflecting robust demand for Crocs products in global markets, particularly outside North America.
- Cost Savings Initiative: CEO Andrew Rees highlighted the identification and implementation of $100 million in cost savings aimed at driving efficiency while maintaining investment in brand development, showcasing the company's confidence in future growth.
See More
Crocs Surpasses Q4 Earnings Estimates, Stock Soars 22%
- Earnings Beat: Crocs exceeded analyst expectations for both earnings and revenue in Q4, leading to a 22% surge in stock price at the market open, reflecting ongoing consumer demand for comfortable footwear.
- Strong Cash Flow: Despite a revenue decline in 2025, Crocs maintained robust cash flow, reducing its share count by 10% and paying down $128 million in debt, showcasing financial resilience.
- Share Buyback Strategy: In Q4, Crocs repurchased $180 million in shares at an average price of $83.63, and the current stock price increase makes this buyback decision appear prudent, boosting investor confidence.
- Optimistic Outlook: Management's guidance for 2026 projects adjusted earnings per share of $12.88 to $13.55, significantly above the $11.89 expected by analysts, and does not account for potential share repurchases, indicating strong future growth potential.
See More
Crocs Surges 22% After Crushing Q4 Earnings Estimates
- Earnings Beat: Crocs exceeded analyst expectations for both earnings and revenue in Q4, leading to a 22% surge in stock price at the market open, reflecting sustained consumer demand for comfortable footwear and boosting market confidence in the company's future performance.
- Strong Cash Flow: Despite a revenue drop in 2025, Crocs supported shareholder interests through robust cash flow, reducing its share count by 10% and paying down $128 million in debt over the year, demonstrating solid financial management.
- Share Buyback Strategy: In Q4, Crocs repurchased $180 million in shares at an average price of $83.63, and the current stock price gains make this buyback decision appear prudent, further enhancing investor confidence in the company's financial strategies.
- Optimistic Outlook: Management provided an adjusted earnings per share guidance for 2026 of $12.88 to $13.55, significantly above the $11.89 expected by analysts, and this forecast does not account for potential share repurchases, indicating strong growth potential ahead.
See More
Crocs Shares Surge Following Earnings Report: Unfashionable Footwear Remains Popular.
- Crocs Stock Performance: Crocs experienced a decline in stock value following its last two earnings reports, raising concerns about the future of the "ugly-shoe" trend.
- Fashion Trend Resilience: Despite the stock slump, there are indications that the fears regarding the decline of the ugly-shoe craze may have been premature, suggesting potential resilience in the trend.
See More
Crocs Shares Surge 21% on Strong Earnings Guidance
- Crocs Strong Guidance: Crocs shares surged 21% after the company projected adjusted earnings between $2.67 and $2.77 per share for the current quarter, exceeding the market expectation of $2.52, indicating resilience and growth potential in the current economic climate.
- Restaurant Brands Challenges: Despite reporting revenue and profit beats, Restaurant Brands' shares fell 6%, primarily due to rising costs, including beef, which pressured profits, reflecting the dual challenges of intensified industry competition and cost pressures.
- Cognex Stock Surge: Cognex shares jumped over 37% after reporting adjusted earnings and revenue beats for the fourth quarter, along with optimistic guidance for the current quarter, showcasing significant advancements in AI-enabled industrial machine vision technology.
- Equinix Exceeds Guidance: Equinix shares rose 12% after projecting adjusted EBITDA of $5.141 billion to $5.221 billion by 2026, surpassing analyst expectations, demonstrating strong growth potential in the digital infrastructure sector.
See More
Crocs Exceeds Q4 Expectations with Strong Revenue and EPS Growth
- Strong Financial Performance: Crocs reported Q4 revenue of $958 million and adjusted EPS of $2.29, both exceeding analyst expectations, indicating robust market performance and profitability.
- Cash Flow and Shareholder Returns: In 2025, Crocs generated $659 million in free cash flow, successfully paid down $128 million in debt, and repurchased approximately 6.5 million shares for $577 million, demonstrating effective capital management.
- Market Expansion Potential: CEO Rees highlighted that Crocs' market penetration in China, India, Japan, Germany, and France is only one-third of that in mature markets, suggesting significant growth opportunities as brand awareness increases.
- Positive Stock Market Reaction: As of February 12, Crocs' stock surged over 20% from the previous trading day, reflecting market optimism regarding the company's growth prospects, particularly driven by the new Crafty Clog product.
See More
Crocs Surpasses Q4 Earnings Estimates, Raises Guidance
- Earnings Beat: Crocs reported fourth-quarter revenue of $958 million, down 2.3% year-over-year but exceeding market expectations, indicating strong holiday demand and boosting investor confidence.
- Direct-to-Consumer Growth: Direct-to-consumer revenues increased by 4.7%, partially offsetting wholesale weaknesses, demonstrating the effectiveness of Crocs' multi-channel sales strategy.
- International Performance: International revenue rose by 14.1% to $332 million, reflecting robust demand for Crocs products in global markets, particularly outside North America.
- Cost Savings Initiative: CEO Andrew Rees highlighted the identification and implementation of $100 million in cost savings aimed at driving efficiency while maintaining investment in brand development, showcasing the company's confidence in future growth.
See More
Crocs Surpasses Q4 Earnings Estimates, Stock Soars 22%
- Earnings Beat: Crocs exceeded analyst expectations for both earnings and revenue in Q4, leading to a 22% surge in stock price at the market open, reflecting ongoing consumer demand for comfortable footwear.
- Strong Cash Flow: Despite a revenue decline in 2025, Crocs maintained robust cash flow, reducing its share count by 10% and paying down $128 million in debt, showcasing financial resilience.
- Share Buyback Strategy: In Q4, Crocs repurchased $180 million in shares at an average price of $83.63, and the current stock price increase makes this buyback decision appear prudent, boosting investor confidence.
- Optimistic Outlook: Management's guidance for 2026 projects adjusted earnings per share of $12.88 to $13.55, significantly above the $11.89 expected by analysts, and does not account for potential share repurchases, indicating strong future growth potential.
See More
