Crocs (CROX)
Consumer Discretionary · Casual footwear and lifestyle accessories
Crocs is a global casual footwear leader balancing its iconic molded clog heritage under the Crocs Brand with the versatile loafer-focused HEYDUDE Brand, driving growth through digital channels and geographic expansion.
What Crocs does
Crocs designs, develops, and markets casual lifestyle footwear and accessories under two primary brands: Crocs Brand (known for iconic molded clogs and sandals with proprietary Croslite™ material) and HEYDUDE Brand (offering versatile loafers and broader casual footwear). The company sells globally through direct-to-consumer digital channels, wholesale retailers, and company-owned stores, with approximately 38% of 2025 revenues from digital sales.
Themes: ["casual footwear / comfort lifestyle","personalization / customization (Jibbitz charms)","direct-to-consumer / digital commerce","global casual fashion megatrend","footwear lifestyle accessories"]
Fundamentals
- Price$127.13 as of 2026-07-09 close
- Market cap$6.1B as of 2026-07-10
- 1-year return+21.4% as of 2026-07-09 close
- Net margin-2.6% as of 2026-07-10
- Gross margin+58.1% as of 2026-07-10
- ROE-7.5% as of 2026-07-10
- Debt / equity0.94 as of 2026-07-10
- Revenue growth (YoY)-1.9% as of 2026-07-10
- Revenue CAGR (3y)+4.4% SEC XBRL
- Beta1.55 as of 2026-07-10
Key risks (from latest filing)
["Revenue declining year-over-year (-1.85% YoY) and company currently unprofitable on a net margin basis (-2.58%), indicating operational pressures and margin compression","HEYDUDE Brand stabilization efforts underway, suggesting this acquired brand segment faces ongoing market challenges requiring continued investment","Dependence on consumer discretionary spending and fashion trends, particularly in casual footwear where brand relevance and style preferences can shift rapidly"]
Competitors & peers
- Nike (NKE)
- Adidas (ADDYY)
- Skechers USA (SKECHERS)
- On Holding (ONON)
- Birkenstock (BIRK)
- Deckers Outdoor (DECK)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.