Four Consumer Discretionary Stocks to Invest in, Including Crocs, for 2026
Crocs' Brand Transformation: Crocs has evolved from a niche functional brand to a culturally relevant lifestyle name, focusing on product innovation and strategic collaborations to drive sustainable growth, resulting in an 11.3% increase in shares over the past three months.
Product Innovation and Market Strategy: The company is enhancing its core product lines, including clogs and sandals, while also expanding its direct-to-consumer channels and international presence, maintaining pricing discipline to protect margins.
Challenges with HEYDUDE Brand: Despite facing challenges with its HEYDUDE brand due to cautious consumer behavior and market pressures, Crocs is refreshing its product lineup to improve profitability and navigate the current market environment.
Positive Earnings Outlook: Crocs has seen strong positive earnings estimate revisions, with projected EPS growth of 5% and 8.6% for the current and next year, respectively, indicating a robust financial outlook amidst ongoing strategic efforts.
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Winmark (WINA) to Replace Guess? (GES) in S&P SmallCap 600 Index on January 26
- Index Component Change: Winmark (WINA) is set to replace Guess? (GES) in the S&P SmallCap 600 index before trading opens on January 26, a move resulting from Authentic Brands Group and related stockholders acquiring Guess?, which is expected to enhance Winmark's market visibility and liquidity.
- Stock Price Reaction: WINA's stock price climbed approximately 6% during after-market trading on Wednesday, reflecting positive market expectations regarding its inclusion in the small-cap index, which may attract more investor interest and drive future price increases.
- Acquisition Context: The completion of this acquisition deal hinges on the fulfillment of final conditions, indicating market confidence in Authentic Brands Group's acquisition strategy, which could also impact Guess?'s future performance and strategic direction.
- Market Impact: Winmark's inclusion is likely to elevate its standing in the small-cap market, potentially fostering business growth and brand recognition, thereby strengthening its competitive advantage in a fiercely contested market.

Winmark Corp. to Replace Guess? Inc. in S&P SmallCap 600 on January 26
- Index Change: Winmark Corp. will replace Guess? Inc. in the S&P SmallCap 600 effective January 26, 2026, enhancing Winmark's market visibility and investment appeal.
- Acquisition Update: Authentic Brands Group LLC and the Rolling Stockholders are acquiring Guess?, with the deal expected to close soon, impacting Guess?'s market position and future direction.
- Industry Implications: This replacement not only reflects market recognition of Winmark but also highlights challenges for Guess?, potentially leading to stock price volatility and shifts in investor confidence.
- Market Reaction: With Winmark's inclusion, the S&P SmallCap 600 index will become more diversified, likely attracting increased investor attention and further driving the overall performance of the index.






