Held by
2
portfolios on TandT
Bookmarked by
0
users
Avg position size
3.5%
of holders' portfolios
13F filers
3
institutions
Market cap
$6.1B
50M shares
52-week range
$73.21 – $140.42
82% from low
Sector
RUBBER & PLASTICS FOOTWEAR
Exchange
NASDAQ
CS
Crocs Inc is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children. The reportable operating segments of the company are the Crocs Brand and the HEYDUDE Brand. The company derives maximum revenue from the Crocs brand segment.
www.crocs.com| Trader / Portfolio | Conviction |
|---|---|
| FID 401kLiam | — |
| Robinhood Roth IraLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Himalaya Capitalas of 2026-03-31 | 887,093 | $73.6M |
| Execution date | Ratio |
|---|---|
| 2007-06-15 | 2-for-1 |
| 182,994 |
| $15.2M |
| Renaissance Technologiesas of 2024-09-30 | 86,500 | $12.5M |
$CROX The week ended up pretty good considering the low of $113 on Thursdays came back by over 10% in 24 hrs!
View on StockTwits ↗$CROX buried in the 10Q you'll find that they're getting about $70M in tariff refunds($20M they already received in July). This translates to over a $1 in EPS that is NOT incorporated in their updated full year guide. Love that they're not broadcasting this or putting it in the headlines and risk getting on the wrong side of the ADMINISTRATION. Management Team is Sharp!
View on StockTwits ↗$CROX call: Really bullish call regarding growth in the global sandal market. Now half a billion in annual revenue. Projecting significant growth ahead as they look to continue to take market share in the 30B TAM. Some weird accounting stuff that doesn't seem to reflect anything concerning but might affect revenue numbers. Still projecting return to growth for HEYdude by end of '26. Another 1.5 billion in buyback approved. All in all, very confident sounding call.
View on StockTwits ↗$CROX most mind blowing chart in the market. And they have approved to buy another ~30% of the total shares (at current price)
View on StockTwits ↗$CROX Mgmt just approved another $1.5B buyback. Shares outstanding keep trending lower, a sign of confidence in cash flow and the long-term setup.
View on StockTwits ↗$CROX Negative (89%): shares are pressured lower because the weaker-than-expected third-quarter outlook signals softer near-term earnings and margin prospects than investors had priced in, outweighing the second-quarter beat. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/d820d7bd0e5f5dcd?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗Crocs — The shoemaker tumbled more than 10% despite beating fiscal second-quarter expectations and raising its fiscal year forecast. The company’s second-quarter margins were weaker than expected, and estimates for the third quarter were also light. Year to date, Crocs stock has gained more than 16%. $CROX
View on StockTwits ↗$CROX I’m much more positive about the earnings than the market. Company is bullish about demand and have approved a $2B buyback. Significant for the market cap
View on StockTwits ↗$CROX reported earnings this morning and then got halted. Unusual move here. Never seen this setup before. What’s going on with this?
View on StockTwits ↗$CROX great numbers and guidance. I see them everywhere! BFD
View on StockTwits ↗$CROX whatever excuse they can use. How much of a dip do they plan? It’s all in the charts.
View on StockTwits ↗$CROX reports record $1B brand revenue and raises 2026 guidance after strong Q2, but investors sell off shares amid disappointing Q3 profit guide. https://notreload.xyz/crocs-beats-q2-but-shares-plunge-on-weak-q3-guide/
View on StockTwits ↗$CROX (-13.9% pre) Crocs slides after Q3 profit guidance disappoints https://ooc.bz/l/109258
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.1B | +2.3% | $13.85 | $13.51–$14.10 | 9.2× | 6 |
| 2027 | $4.2B | +2.4% | $14.73 | $14.38–$15.31 | 8.7× | 8 |
| 2028 | $4.1B | -1.3% | $14.59 | $14.26–$14.91 | 8.8× | 1 |
| 2029 | $4.6B | +10.3% | $14.83 | $14.49–$15.16 | 8.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $4.35 | $4.55 | +4.6% |
| 2026-04-30 | $2.78 | $2.99 | +7.6% |
| 2026-02-12 | $1.92 | $2.29 | +19.3% |
| 2025-10-30 | $2.36 | $2.92 | +23.7% |
| 2025-08-07 | $4.01 | $4.23 | +5.5% |
| 2025-05-08 | $2.51 | $3.00 | +19.5% |
| 2025-02-13 | $2.27 | $2.52 | +11.0% |
| 2024-10-29 | $3.10 |
| $3.60 |
| +16.1% |
| $9.0B |
| — |
| FTDRFrontdoor, Inc. | $73.52 | -1.97% | $5.2B | — |
| GOLFAcushnet Holdings Corp. | $100.39 | -2.11% | $5.9B | — |
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding CROX.