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A few reasons that makes $CROX an attractive potential investment
  1. Growing Crocs brand momentum internationally

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  1. Sandal is expected to have strong growth in 2023

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  1. HeyDude brand is gaining momentum and experienced outstanding DTC growth

  1. Deleveraging remains on track and management expects to hit 2x gross leverage in Q2 which will give them flexibility to start buying back shares

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I just published my new newsletter issue about Why you should consider investing in $CROX after its impressive earnings. Read it here:

Thoughtful Investing Newsletter
Why you should consider investing in Crocs $CROX after its impressive earnings
Why you should consider investing in Crocs $CROX after its impressive earnings

Leo's avatar
Leo
@leo_nelissenMay 10
Good points. However, “generic” no-name Crocs have gotten really good. The moment Crocs aren’t trendy anymore, the bull case goes down the drain. I think a steep valuation discount is justified
Thoughtful Investing's avatar
Thoughtful Investing
@fi_investorMay 10Author
@leo_nelissen Fair point. Good thing that they acquired HeyDude since that will help manage that risk.
Edmund Simms's avatar
Edmund Simms
@valuablMay 10
What has the market missed?
Joey Hirendernath's avatar
Joey Hirendernath
@joeyhirendernathMay 10
I have never owned a pair of Crocs and have always found it really surprising that they were so popular.

However as someone who followed the stock I was impressed that Crocs was able to weather the COVID-19 pandemic better than many other companies due to its strong e-commerce presence and its focus on comfortable and casual footwear, which has been in high demand as more people work from home.

In terms of brand partnerships do you know if there are any notable ones in the horizon ?



SLT Research's avatar
SLT Research
@slt_researchMay 10
Thanks for sharing. $CROX has always been on our radar.
It looks interesting but what about the valuation?
delos's avatar
delos
@diggityMay 11
seems like a buy here would be chasing the trend as opposed to capitalizing on momentum
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delos's avatar
delos
@diggityMay 11
aside from the valuation we are truly living in the idiocracy universe:

"futuristic yet too stupid looking to ever become popular in real life"

Joshua Simka's avatar
Joshua Simka
@tomatoMay 12
What an odd expression—"planned newness." Anyway, I applaud $CROX's strong performance to date and I envy shareholders. This is a stock I looked at and passed on. That was a mistake on my part, but it's tough for me to wrap my head around anticipated sales growth for something like footwear. This being fashion, trend/taste/style are so fickle! These days, with social media and everybody being an influencer and trendsetter, these things change more rapidly than at any point in history.
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