Crocs is up over 25% over the last 12 months, marred by the 20% decline following Q3'24 earnings
great write up, even without heydude this brand has to be worth more than its currently valued. The margins and FCF and crocs brand I think is stronger than what the market is pricing it as - a fad
appreciate the kind words! Hope you found this helpful
Excellent write up, I have pretty much made the same case elsewhere.
Do you have any insight on India specifically? There's no disclosure on the number of stores on the 10-k for some reason..?
great write up, even without heydude this brand has to be worth more than its currently valued. The margins and FCF and crocs brand I think is stronger than what the market is pricing it as - a fad
appreciate the kind words! Hope you found this helpful
Excellent write up, I have pretty much made the same case elsewhere.
Do you have any insight on India specifically? There's no disclosure on the number of stores on the 10-k for some reason..?