Crocs Gestion
Gestion contrôle des critères 4/4
Le PDG Crocs est Andrew Rees, nommé en Jun2017, a un mandat de 9.25 ans. La rémunération annuelle totale est $ 10.96M, composée du salaire de 10.8% et des bonus 89.2%, y compris les actions et options de la société. détient directement 2.68% des actions de la société, d'une valeur de $ 144.36M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.5 ans et 9.3 ans.
Informations clés
Andrew Rees
Directeur général
US$11.0m
Rémunération totale
| Pourcentage du salaire du PDG | 10.85% |
| Durée du mandat du directeur général | 9.3yrs |
| Propriété du PDG | 2.7% |
| Durée moyenne d'occupation des postes de direction | 2.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.3yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Aug 28
Crocs: Profit-Taking Risks Negate Promising Stabilization Prospects - Overstretched Rally
Summary Sales stabilization is emerging from Crocs' social/agentic commerce initiatives, new silhouettes/brand partnerships, and growing international markets. These support the raised FY2026 guidance and consensus upgrades, aided by the aggressive share repurchases triggering adj. EPS growth. CROX's Q2'26 break out has contributed to the baked-in sales stabilization prospects, while pulling forward much of its upside potential to my LTPT of $145.80. Risks include the "single malt tax" audit uncertainties and the wholesale/D2C revenue reporting transition from FQ3'26 onwards. CROX is downgraded to Hold as the stock experienced momentum fatigue and insiders sell, worsened by the elevated short interest ratio. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 18
CROX: Direct-To-Consumer Momentum And Cash Returns Will Shape Balanced Outlook
Narrative Update on Crocs Price Target The analyst price target for Crocs has been raised from $126.00 to $138.25. Analysts point to improving trends in North America, a HeyDude inflection, and growing confidence that direct-to-consumer momentum and demand strength could support higher valuation multiples.
Mise à jour du récit • Aug 04
CROX: Weak Q3 Outlook And Macro Risks Will Pressure Future Returns
Crocs' analyst fair value estimate has been revised higher from $86.0 to $95.0 as analysts point to improving demand trends in North America, early signs of a recovery at HeyDude, and expectations for a higher future P/E multiple despite a more cautious macro backdrop. Analyst Commentary Recent research on Crocs highlights a mix of optimism on demand trends and caution on how much of that improvement is already reflected in the stock price.
Mise à jour du récit • Jul 21
CROX: DTC Momentum And HeyDude Recovery Will Support Future Multiple Expansion
The analyst fair value estimate for Crocs has moved from $130 to $160. Analysts point to improving North America direct-to-consumer momentum, early signs of recovery in HeyDude, and a view that current earnings expectations and valuation remain attractive.
Nouveau récit • Jul 15
Crocs will step into the future with revenue growth
Valuation Switching to the bull scenario (revenue growth 5.5%, FCF margin expanding to 25%, 12x exit multiple, WACC 8.5%): Intrinsic value: ~$316/share — about +142% upside vs. the current $130.46 price.Mise à jour du récit • Jul 06
CROX: North America Recovery And Cash Returns Will Drive Balanced Risk Reward
Analysts have nudged their Crocs fair value estimate higher from $114.33 to $126.00, pointing to improving North America direct-to-consumer trends; early signs of recovery at HeyDude; slightly firmer revenue growth assumptions; and a modestly higher future P/E multiple as key supports for the higher price targets seen across recent upgrades. Analyst Commentary Bullish analysts see the recent upgrades and higher price targets as a reflection of improving fundamentals at Crocs, especially in North America and at HeyDude, and are framing the stock as a play on execution around growth, cost control, and earnings quality.Mise à jour du récit • Jun 22
CROX: Slower Turnaround And Cost Discipline Risks Will Pressure Future Earnings
Crocs' analyst price targets have moved higher, with several firms lifting their views by $1 to as much as $35, as analysts point to improving North America trends, tighter cost controls, and steadier demand signals across the Crocs and HeyDude brands. Analyst Commentary Recent research on Crocs centers on whether the current setup justifies higher valuation multiples, as analysts weigh improving North America trends against execution risks in the broader portfolio and the timing of any revenue reacceleration.Article d’analyse • Jun 22
Crocs (CROX) Stock Could Be 26% Below Fair Value After TikTok Shop Push
Crocs (CROX) is testing a fresh twist on social commerce with Déjà Shoe, a seven episode TikTok microdrama that lets viewers shop tagged products directly inside the series. See our latest analysis for Crocs. Crocs shares trade at $125.05, with a 30 day share price return of 13.23% and a 90 day share price return of 56.92%, while the 1 year total shareholder return of 26.93% suggests recent momentum has been stronger than longer term gains. If Crocs’ social commerce push has your attention,...Mise à jour du récit • Jun 08
CROX: Cash Returns And North America Execution Will Shape Risk Reward Balance
Analysts have nudged their fair value estimate for Crocs up by about $1.70 to $114.33, reflecting increased confidence in sustainable North America and HeyDude momentum, tighter cost controls, and the potential for earnings upside highlighted in recent price target upgrades across the Street. Analyst Commentary Recent research on Crocs highlights a mix of optimism around the growth outlook and ongoing caution around execution risk, especially tied to North America and the HeyDude brand.Mise à jour du récit • May 25
CROX: Slower North America Turnaround Will Pressure Margins Despite Recent Optimism
Crocs' internal fair value estimate has moved from $71 to $86 as analysts factor in updated assumptions on revenue trends, margins and future P/E, supported by a series of recent price target raises and rating upgrades citing improving demand and inventory reset efforts. Analyst Commentary Recent research on Crocs includes several higher price targets and rating upgrades, alongside a cluster of more cautious views that focus on execution risk and the timing of any growth inflection.Mise à jour du récit • May 04
CROX: Rating Shifts And Buybacks Will Frame Execution Risk And Demand Recovery
Analysts have lifted their blended fair value estimate for Crocs stock from $108.25 to about $112.67. They point to updated assumptions around revenue growth, profit margins, and future P/E multiples that align with a recent series of price target increases and rating upgrades across the Street.Mise à jour du récit • Apr 20
CROX: Mixed Rating Shifts And Buybacks Will Shape Balanced Risk Reward Outlook
The analyst price target for Crocs has been adjusted from $102.91 to $108.25 as analysts balance improved demand signals and a slightly lower discount rate with more conservative assumptions on profit margins and future P/E multiples. Analyst Commentary Recent research on Crocs shows a mix of optimism around demand trends and brand reset efforts, alongside caution on valuation, margins and execution risk.Mise à jour du récit • Apr 05
CROX: Tariff Relief And DTC Focus Will Support Future Margin Resilience
Analyst price targets for Crocs have been revised modestly higher to $130.00, with analysts pointing to valuation support after the recent selloff, more balanced views on revenue and margin potential, and recognition of both tariff relief and ongoing competitive and wholesale headwinds. Analyst Commentary Recent research on Crocs reflects a mix of caution and renewed interest, with several bullish analysts highlighting valuation support after the share price pullback and incremental positives around tariffs and brand execution.Mise à jour du récit • Mar 22
CROX: Inventory Reset And DTC Focus Will Drive Future Rebound
Analysts have modestly lifted the fair value estimate for Crocs to $130, reflecting updated views on revenue growth, profit margins, and the stock's P/E outlook in light of recent rating changes and price target revisions across the Street. Analyst Commentary Recent Street research around Crocs has been mixed, but there are several clear pockets of optimism that help frame the updated fair value view.Mise à jour du récit • Mar 08
CROX: Mixed Rating Shifts And Buybacks Will Support Future Upside
Crocs' updated analyst price target edges higher to $102.91, as analysts weigh a series of recent target hikes in the $9 to $23 range alongside new downgrades that highlight more mixed sentiment around the stock. Analyst Commentary Analyst views on Crocs are split, with several firms lifting price targets while others move to more cautious ratings.Mise à jour du récit • Feb 22
CROX: Mixed Rating Shifts And Buybacks Will Steady Fairly Valued Shares
The analyst fair value estimate for Crocs has increased by about $13 to $102.91, as analysts weigh a mix of fresh price target increases and several recent downgrades in their updated assumptions. Analyst Commentary Recent Street research on Crocs reflects a mixed tone, with some firms lifting price targets while others are stepping back or turning more cautious.Mise à jour du récit • Feb 08
CROX: Promotional Pullback And Holiday Deals Will Pressure Near-Term Margins
Our analyst price target for Crocs is unchanged at US$71.00, as mixed recent research updates and a slightly higher discount rate are offset by analyst expectations for stronger profit margins and a lower forward P/E assumption. Analyst Commentary Street research on Crocs has been mixed recently, with several bearish analysts reducing their stance on the shares even as some are turning slightly more constructive.Mise à jour du récit • Jan 25
CROX: Mixed Ratings And Promotion Reset Will Guide Fairly Valued Shares
Narrative update on Crocs The analyst price target for Crocs has been reset lower from $100 to $89.75, as analysts balance softer projected revenue growth and profit margins with mixed rating changes and ongoing promotional and growth initiatives that they see as supportive for the business over the longer term. Analyst Commentary Recent Street research on Crocs paints a mixed picture, with some analysts becoming more cautious while others move from an outright negative stance to a more balanced view.Mise à jour du récit • Jan 10
CROX: Mixed Ratings And Promotion Pullback Will Shape Fairly Valued Shares
Analysts kept their fair value estimate for Crocs steady at US$89.75, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a mixed but more balanced set of views after recent rating shifts and channel checks across the U.S. and China.Mise à jour du récit • Dec 26
CROX Initiatives Will Pressure Near-Term Results And Limit Upside Potential
Analysts have nudged their fair value estimate for Crocs higher from $67 to $71 per share, reflecting greater confidence in the company’s improving profitability and long-term earnings power despite near-term pressures from strategic initiatives and more cautious sentiment in recent checks. Analyst Commentary Bearish analysts acknowledge that Crocs is pursuing strategic initiatives aimed at strengthening the brand and improving long term profitability, but they see these efforts as a headwind to near term execution and financial visibility.Mise à jour du récit • Dec 11
CROX Shares Will Reflect U.S. Demand Reset And Promotion Pullback Over Time
Analysts have trimmed their fair value estimate for Crocs shares by approximately $2, reflecting cautious views on U.S. demand headwinds and promotional pullbacks that, while pressuring near term results, are expected to support healthier margins and a lower future earnings multiple over time. Analyst Commentary Analysts remain divided on Crocs, balancing concern over near term demand softness with recognition that current strategic moves could enhance the brand and earnings quality over time.Mise à jour du récit • Sep 17
Asia And Europe Expansion Will Secure Lasting Market Strength
Analysts lowered their price target for Crocs from $91.83 to $87.83 amid concerns about softening sales growth, U.S. consumer demand shifts, macro headwinds, and ongoing pressure from the HEYDUDE brand, despite some optimism over management's reaffirmed guidance and leadership changes. Analyst Commentary Ongoing concerns about muted sales growth, limited visibility into revenue recovery through 2026, and challenging U.S. market trends are prompting downward price target revisions and rating downgrades by bearish analysts.Mise à jour du récit • Aug 08
Asia And Europe Expansion Will Secure Lasting Market Strength
The sharp downward revision in Crocs’ analyst price target reflects materially lowered revenue growth expectations, despite improved net profit margins, leading to a reduced fair value of $95.08. What's in the News Crocs, Inc.Seeking Alpha • Apr 22
Crocs: Long-Term Opportunity Outweighs Short-Term Uncertainty
Summary Despite recent stock declines, I remain optimistic about Crocs due to its strong historical performance, revenue growth, and exceptional margins. Trump's tariffs pose short-term risks, but Crocs' competitive pricing and expanding product lines position it well for long-term success. Crocs' valuation is attractive, with a forward P/E ratio significantly lower than industry peers, indicating potential undervaluation. I believe Crocs' experienced management and innovative strategies will drive future growth, making it a compelling buy for patient, long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Crocs Is Positioned For Long-Term Outperformance
Summary Crocs' core shoe business remains high-quality with respectable growth prospects, trading at an EV/EBIT multiple of less than 8x, suggesting significant undervaluation. The HEYDUDE acquisition has been challenging, but the core Crocs brand's impressive operating and financial metrics justify a higher stock price. The free cash flow from Crocs' core brand and the company's share buyback plans make it an attractive investment with significant potential outperformance prospects. Any value from the HEYDUDE brand is essentially a bonus, making CROX stock a compelling buy with minimal downside risk. Read the full article on Seeking AlphaNouveau récit • Feb 22
Predicting a Steady Future for Crocs with Modest Growth and a 10% Discount Rate
International Expansion - Crocs continues to see growth in Asia and Europe, with opportunities to further penetrate emerging markets.Seeking Alpha • Feb 12
Down 50% In 8 Months, Is Crocs Stock A Buy Ahead Of Earnings?
Summary Crocs, Inc. stock has tumbled by nearly 50% since June 2024, underperforming industry peers and the broader stock market. Despite producing lackluster growth numbers in recent quarters, Crocs' strong free cash flow generation (optionality) and strategic investments in brand growth support long-term business potential. Wall Street analysts remain bullish on CROX, with a consensus price target implying ~50% upside and TQI's fair value estimate suggesting +102% potential. With a 5-year price target of ~$335 per share, CROX offers an asymmetric CAGR return of 30%+. In this note, we preview CROX's Q4 2024 report, and re-evaluate its long-term risk/reward. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Crocs May Have Finally Bottomed
Summary Crocs is rated a Buy due to signs of a bullish trend reversal and improving financial metrics, despite past struggles with the HEYDUDE acquisition. The stock shows potential for significant upside, with technical patterns indicating a possible breakout and historical momentum indicators supporting bullish moves. Crocs' international business is growing, and the balance sheet has improved, but HEYDUDE remains a drag on margins and overall performance. At 8.8X forward earnings, Crocs is fairly valued, with potential for multiple expansion if operating margins improve and HEYDUDE stabilizes. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Crocs' Valuation Can Be Capitalized On In The Near Term
Summary Crocs' post-pandemic growth has slowed, making it less suited for long-term growth investors but appealing as a two-year value play with a projected EV CAGR of ~15%. The valuation model assumes 3.5% revenue growth, EBITDA margin at 26%, and EV-to-EBITDA expansion to 9.5, yielding a December 2026 EV of $10.783 billion. International expansion presents opportunities but also risks, as cultural adaptation and competition could affect revenue and margin stability. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Crocs: Near-Term Pressures May Keep The Stock In Check
Summary Crocs stock dipped ~19% despite better-than-expected results due to lower HEYDUDE performance expectations and EBIT margin pressure for 2025. Management's focus on brand building over performance marketing for HEYDUDE will likely lead to higher SG&A expenses and slower revenue growth in the near term. Historical guidance cuts for HEYDUDE raise concerns about market perception of future guidance, potentially limiting investor excitement. The strong USD poses a headwind for Q4 ’24 revenue and profitability, adding to near-term challenges despite the stock's cheap valuation. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
Crocs' Q3: Smart Capital Allocation & Cheap Valuation Outweigh HEYDUDE Headwinds - Buy The Dip
Summary Shares of Crocs plunged 19% due to HEYDUDE's ongoing struggles, but I see this as a buying opportunity given Crocs' overall investment case. Despite HEYDUDE's disappointing performance, Crocs' profitability remains robust, with expanding gross margins and record adjusted EPS expected for the year. Crocs' healthy free cash flow profile and balanced capital allocation plan, including debt repayment and share buybacks, improve the stock's appeal. In the meantime, the stock's attractive valuation signals upside potential, with Crocs being one of the cheapest players in the footwear space. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Crocs: A Value Play Despite Uncertainties
Summary Crocs' strong financials and competitive advantage are overshadowed by HEYDUDE's poor performance, yet the stock remains undervalued with a promising risk-return ratio. Conservative DCF models project a 19% upside for Crocs, with EPS and operating margins expected to improve gradually. Risks include HEYDUDE's stabilization and potential shifts in trends, but Crocs' low multiples and solid fundamentals present an attractive investment. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$593m |
| Mar 31 2026 | n/a | n/a | -US$104m |
| Dec 31 2025 | US$11m | US$1m | -US$81m |
| Sep 30 2025 | n/a | n/a | US$183m |
| Jun 30 2025 | n/a | n/a | US$237m |
| Mar 31 2025 | n/a | n/a | US$958m |
| Dec 31 2024 | US$12m | US$1m | US$950m |
| Sep 30 2024 | n/a | n/a | US$835m |
| Jun 30 2024 | n/a | n/a | US$812m |
| Mar 31 2024 | n/a | n/a | US$795m |
| Dec 31 2023 | US$11m | US$1m | US$793m |
| Sep 30 2023 | n/a | n/a | US$677m |
| Jun 30 2023 | n/a | n/a | US$669m |
| Mar 31 2023 | n/a | n/a | US$617m |
| Dec 31 2022 | US$10m | US$1m | US$540m |
| Sep 30 2022 | n/a | n/a | US$557m |
| Jun 30 2022 | n/a | n/a | US$541m |
| Mar 31 2022 | n/a | n/a | US$700m |
| Dec 31 2021 | US$16m | US$1m | US$726m |
| Sep 30 2021 | n/a | n/a | US$754m |
| Jun 30 2021 | n/a | n/a | US$663m |
| Mar 31 2021 | n/a | n/a | US$400m |
| Dec 31 2020 | US$10m | US$984k | US$313m |
| Sep 30 2020 | n/a | n/a | US$149m |
| Jun 30 2020 | n/a | n/a | US$123m |
| Mar 31 2020 | n/a | n/a | US$106m |
| Dec 31 2019 | US$6m | US$950k | US$119m |
Rémunération vs marché: La rémunération totale de Andrew ($USD 10.96M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.43M ).
Rémunération et revenus: La rémunération de Andrew a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Andrew Rees (59 yo)
9.3yrs
Titularisation
US$10,958,007
Compensation
Mr. Andrew Rees has been the Chief Executive Officer of Crocs, Inc. since June 1, 2017 and was its Interim President for HEYDUDE Brand since May 21, 2025 until November 17, 2025 and also served as its Pres...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 9.3yrs | US$10.96m | 2.68% $ 144.4m | |
| Executive VP & CFO | 1yr | US$4.71m | 0.013% $ 697.3k | |
| Executive VP & Chief Brand Officer | 2.4yrs | US$3.13m | 0.042% $ 2.2m | |
| Executive VP & Brand President for Crocs | 2.3yrs | US$3.24m | 0.14% $ 7.7m | |
| Executive VP & President of the Heydude Brand | less than a year | US$7.89m | 0.0055% $ 297.7k | |
| Executive VP & Chief Information Officer | 3.3yrs | US$2.26m | 0.0058% $ 312.2k | |
| Senior Manager of Investor Relations & Strategic Finance | no data | pas de données | pas de données | |
| Executive VP & Chief Legal Officer | 2.7yrs | pas de données | pas de données | |
| Executive VP & Chief People Officer | no data | pas de données | 0.028% $ 1.5m | |
| Senior Vice President of Global Sourcing & Product Execution | 4.9yrs | pas de données | pas de données | |
| EVP & Chief Supply Chain Officer | 2.7yrs | pas de données | pas de données | |
| Executive VP | 1.2yrs | pas de données | pas de données |
2.5yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CROX est considérée comme expérimentée (ancienneté moyenne 2.5 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 9.3yrs | US$10.96m | 2.68% $ 144.4m | |
| Independent Chairman | 21.4yrs | US$524.91k | 0.28% $ 15.3m | |
| Independent Director | 10.3yrs | US$397.41k | 0.18% $ 9.8m | |
| Independent Director | 6.7yrs | US$319.93k | 0.030% $ 1.6m | |
| Independent Director | 19.9yrs | US$312.43k | 0.16% $ 8.6m | |
| Independent Director | 2.7yrs | US$299.89k | 0.041% $ 2.2m | |
| Independent Director | 11.4yrs | US$299.89k | 0.066% $ 3.6m | |
| Independent Director | 6yrs | US$312.39k | 0.013% $ 692.4k | |
| Independent Director | 2.7yrs | US$299.89k | 0.016% $ 873.1k |
9.3yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CROX sont considérés comme expérimentés (ancienneté moyenne 9.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/13 15:59 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Crocs, Inc. est couverte par 24 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jonathan Komp | Baird |
| Adrienne Yih-Tennant | Barclays |
| Aubrey Tianello | BNP Paribas |