TickerTalks
Browse all tickers →
TickerTalks›$CROX
CRCROX

Crocs, Inc.

$CROX·$6.6B·Apparel - Footwear & Accessories·Consumer Cyclical
$137.40-1.1%YTD+61.5%1Y+34.6%
Mentions · last 7 days
2026-07-09: 41 posts2026-07-10: 59 posts2026-07-11: 21 posts2026-07-12: 45 posts2026-07-13: 66 posts2026-07-14: 345 posts2026-07-15: 49 posts627+138%
Price updated 5m ago·X counts updated 2d ago
CRCROX
$CROXCrocs, Inc.
$137.40-1.09%627 posts+138%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CROX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

Crocs is at 99% of range with an 11% FCF yield — the TikTok Shop signal is the specific fresh demand tell.

Crocs is the specialty-footwear brand running both the core Crocs shell-shoe franchise and the acquired HEYDUDE brand. The stock is at 99% of its 52-week range on a bull-flag breakout, and the TikTok-flow signal confirms the trend.

Why the setup reads clean:

  • Fundamentals genuinely earn the re-rate: 22% operating margin, 58% gross margin, and 11% free cash flow yield at 9.3x TTM forward earnings — the specific numbers that let Crocs earn a premium multiple even after the multiple compression concerns.
  • The demand signal is specific and telling: TikTok Shop creator activity around Crocs sandals moved from a few hundred per week to 12.1k per week — that's a specific fresh consumer-trend acceleration, not just chart pattern-matching.
  • The tape confirms the breakout: sitting 18% above the 50-day and 47% above the 200-day at 99% of the 52-week range — the classic pattern of a stock in a defined breakout, and today's positive tick confirms.
  • The check is HEYDUDE momentum: HEYDUDE has been the specific segment producing soft comps — meaning any weakness there compresses the story back to a Crocs-single-brand read.

July 30 earnings is the trigger. A number confirming core Crocs momentum plus specific HEYDUDE stabilization commentary extends the leg; a soft HEYDUDE print with muted commentary is the specific setup that would compress the breakout back to base.

Agrees with X sentimentX is bullish on the bull-flag breakout, the monthly-FVG inversion, and the TikTok Shop creator activity, and the fundamentals genuinely support it — 11% FCF yield at 9.3x forward earnings is asymmetric. The gap the corpus isn't sizing is HEYDUDE — the specific segment that has been the drag on the story.

What to watch: The July 30 print — core Crocs comps, HEYDUDE segment trajectory, and any commentary on international expansion. Above-consensus Crocs comps plus HEYDUDE stabilization extends the leg; a soft HEYDUDE print activates the compression risk.

On the calendar: 2026-07-30 — Q2 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-07-15

Crocs chatter is bullish breakout. CROX with a nice bull-flag on daily; today's breakout with potential MACD cross was a well-called setup. CROX bullish inversion of monthly FVG - hold above 126 gives way to 144. CROX is +50% YTD. Some traders selling OTM calls due to run-up ('still cheap at 9.3x'). TikTok Shop creator activity around Crocs sandals moved from a few hundred/week to 12.1k/week - a bullish trend acceleration. Next reporting date July 30. Community broadly long.

Read the AI verdict + X sentiment for $CROX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Casual footwear brand known for clogs and slides, with the HEYDUDE acquisition adding a comfort-sneaker growth vector.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Footwear & Accessories sits in its cycle right now — and what that implies for $CROX.

Apparel - Footwear & Accessories · Consumer Cyclical

No material change from last week — full-price sell-through discipline and inventory health rebuilding weigh on margins while China tariff sourcing uncertainty adds cost pressure.

What this means for $CROX

Direct beneficiary — Casual footwear brand known for clogs and slides, with the HEYDUDE acquisition adding a comfort-sneaker growth vector; core operations sit in the path of the full-price discipline and inventory health rebuild cycle.

Industry benchmark

4-name peer basket
-1.7%YTD
+65.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-57.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-50.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-7.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$2.99$2.78+7.6%
Q4 2025Feb 12, 2026$2.29$1.92+19.3%
Q3 2025Oct 30, 2025$2.92$2.36+23.7%
Q2 2025Aug 7, 2025$4.23$4.01+5.5%
Next earningsThu, Jul 30·consensus EPS $4.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$921.5M-1.7%56.8%21.8%$2.74$-71.1M
Q4 FY25$957.6M-3.2%54.7%15.3%$2.05$246.4M
Q3 FY25$996.3M-6.2%58.5%20.8%$2.72$226.2M
Q2 FY25$1.1B+3.4%61.7%27.0%$-8.82$269.2M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.1B – $4.1B$13.67$13.32 – $13.9010
FY27$4.2B$4.1B – $4.3B$14.52$14.11 – $15.0310
FY28$4.1B$4.1B – $4.1B$14.55$14.25 – $14.854
FY29$4.6B$4.5B – $4.6B$14.83$14.53 – $15.143

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+46.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Andrew ReesCEO32.7K sh$3.9MSellFeb 20Anne MehlmanPresident12.1K sh$1.2MSellFeb 20Thomas J SmachDirector5.0K sh$496KSellFeb 13Thomas J SmachDirector5.0K sh$492K
+ 31 other (13 awards · 12 inkinds · 5 returns · 1 gift) in window

See when $CROX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 108-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Crocs, Inc. held its 2026 Annual Meeting on June 9, 2026. Stockholders approved the 2026 Equity Incentive Plan, which replaces the 2020 Plan (no further grants under the old plan). Three Class III directors — Thomas J. Smach, Beth J. Kaplan, and Neeraj S. Tolmare — were re-elected with strong approval. The new equity plan introduces a fresh share pool for incentive grants; no size was disclosed in the excerpt, but the plan covers options, RSUs, SARs, and performance units.

+ 16 other (5 13Gs · 2 S-8 POSs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Crocs (CROX) Outpaces Stock Market Gains: What You Should Knowzacks.com·2d agoCan Strategic Partnerships Strengthen Crocs' Market Position?zacks.com·7d agoCrocs, Inc. Announces Conference Call to Review Second Quarter 2026 Earnings Resultsprnewswire.com·8d agoCrocs (CROX) Declines More Than Market: Some Information for Investorszacks.com·9d agoCrocs, Inc. (CROX) Price Forecast: Can This Bullish Pattern Trigger a New Rally?fxempire.com·9d ago

More in Apparel - Footwear & Accessories

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NKE$DECK$BIRD$VSXY
Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport