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CRCROX

Crocs, Inc.

$CROX·$6.6B·Apparel - Footwear & Accessories·Consumer Cyclical
$122.23+0.4%YTD+64.2%1Y+41.7%
Mentions · last 7 days
2026-08-20: 3 posts2026-08-21: 10 posts2026-08-22: 0 posts2026-08-23: 3 posts2026-08-24: 3 posts300%
Price updated 2d ago·X counts updated 6d ago
CRCROX
$CROXCrocs, Inc.
$122.23+0.44%30 posts0%
AI analysisFundamentalsVoices on X
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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 numbersCooling offAI verdict · as of 2026-08-20

Catching its breath after a run — could pick back up or fade from here.

Casual-footwear cash machine buying back stock at pace — the CEO is cashing out at the same time, which is the honest tension.

Crocs owns two brands: the classic Crocs foam clog business (still growing) and HEYDUDE, the casual-footwear brand it acquired in 2022 that's been shrinking ever since. The Q2 print showed both sides trending better than feared, and the board authorized another $1.5B buyback — enough to retire roughly 20% of the float at current prices.

  • The core brand is quietly hitting scale: Crocs Brand crossed $1B in a single quarter for the first time, up 6-7% year-on-year — modest growth by shoe-industry standards, but paired with 58% gross margin the business throws off enormous free cash flow (11% FCF yield).
  • HEYDUDE is finally less bad: revenue was down 5.7% versus guided -12-14%, which is the first quarter of sequential improvement — enough for management to raise the FY26 EPS guide, but not enough to call the HEYDUDE acquisition a success.
  • The CEO is selling into the strength: Andrew Rees exercised 400K options at $6.98 on Aug 4 and immediately sold ~30K shares for $4.2M plus another $2.65M on Aug 10 — small versus his overall stake, but hard to read as anything other than 'take chips off the table at these highs.'

Trajectory is cooling at 77% of the 52-week range as the CEO sales weigh on the tape; the Oct 29 print needs another HEYDUDE-less-bad plus a reaffirmed FY26 raise to keep the buyback narrative running — a HEYDUDE re-worsening or a soft Q3 guide flips this back to broken-story.

Agrees with X sentimentX's bull framing on the $1B Crocs Brand quarter and the $1.5B buyback is genuinely constructive — the model does support 12% of shares retired last twelve months. The tension the chatter isn't fully pricing: CEO Rees sold $4.2M and exercised 400K options in the same week, which is why the tape is up but not roaring.

What to watch: Oct 29 Q3 earnings — HEYDUDE holding at less than -6% year-on-year plus reaffirmed FY26 guide keeps the buyback narrative running; another HEYDUDE re-worsening or a soft Q3 guide flips this back to broken-story.

On the calendar: 2026-10-29 — Q3 2026 earnings

ceo selling

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-27

Crocs sentiment is confidently bullish. Users celebrate CROX 'not as shit as people feared' with a 45% YTD thesis (bull argues 1.7 PS while author holds 1.0 PS), CROX still trading under 10x FCF (buybacks working well), and the CROX-family-addiction observation being 'silly now'. One holder cites a track record of buying CROX at lows and selling after big recoveries. Skepticism is limited to disagreeing on multiple; the modal stance is 'even at low expectations, CROX is underpriced with monster FCF and buyback support'.

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
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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

Neutral — Casual footwear brand known for clogs and slides, with the HEYDUDE acquisition adding a comfort-sneaker growth vector; limited read-through from apparel - footwear & accessories macro dynamics to this specific revenue mix.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-1.5%YTD
+0.1%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
Q2 2026Jul 30, 2026$4.55$4.35+4.6%
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%
Next earningsThu, Oct 29·consensus EPS $3.33

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.1B – $4.1B$13.85$13.51 – $14.109
FY27$4.2B$4.1B – $4.3B$14.73$14.38 – $15.319
FY28$4.1B$4.1B – $4.2B$14.59$14.26 – $14.913
FY29$4.6B$4.5B – $4.6B$14.83$14.49 – $15.162

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.0.9×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.72%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.-5.4%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.+19.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.535-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 10Andrew ReesCEO19.1K sh$2.6MSellAug 7Andrew ReesCEO10.9K sh$1.5MSellJun 5Andrew ReesCEO32.7K sh$3.9M
+ 29 other (13 awards · 10 inkinds · 4 returns · 1 exempt · 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
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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.

+ 15 other (4 13Gs · 2 10-Qs · 2 S-8 POSs · 2 proxys) in window

Recent news

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

Crocs Fuels Growth on Brand Power, Digital Reach and Product Innovationzacks.com·2d agoPet Retail, Jewelry and Footwear: Analysts Weigh in on 3 Consumer Comeback Stories247wallst.com·3d agoZacks Industry Outlook Ralph Lauren, Crocs, Columbia and G-III Apparelzacks.com·4d ago28,022 Shares in Crocs, Inc. $CROX Purchased by Bank of Nova Scotiadefenseworld.net·5d agoCROX or RL: Which Is the Better Value Stock Right Now?zacks.com·5d ago

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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.

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