Reported Earnings • May 02
First quarter 2026 earnings released: EPS: US$2.74 (vs US$2.85 in 1Q 2025) First quarter 2026 results: EPS: US$2.74 (down from US$2.85 in 1Q 2025). Revenue: US$921.5m (down 1.7% from 1Q 2025). Net income: US$137.6m (down 14% from 1Q 2025). Profit margin: 15% (down from 17% in 1Q 2025). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Luxury industry in Italy. 공지 • May 01
Crocs, Inc. Provides Earnings Guidance for the Second Quarter of 2026 Crocs, Inc. provided earnings guidance for the second quarter of 2026. For the period, the company expects revenues to be down slightly compared to the second quarter of 2025, at currency rates as of April 27, 2026. New Risk • May 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risks High level of debt (85% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change). Significant insider selling over the past 3 months (€1.9m sold). 공지 • Apr 25
Crocs, Inc., Annual General Meeting, Jun 09, 2026 Crocs, Inc., Annual General Meeting, Jun 09, 2026. Recent Insider Transactions • Feb 25
Insider recently sold €1.0m worth of stock On the 20th of February, Anne Mehlman sold around 12k shares on-market at roughly €84.93 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months. Recent Insider Transactions • Feb 20
Independent Chairman recently sold €415k worth of stock On the 13th of February, Thomas Smach sold around 5k shares on-market at roughly €82.92 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Thomas has been a net seller over the last 12 months, reducing personal holdings by €1.3m. Reported Earnings • Feb 13
Full year 2025 earnings released: US$1.50 loss per share (vs US$16.00 profit in FY 2024) Full year 2025 results: US$1.50 loss per share (down from US$16.00 profit in FY 2024). Revenue: US$4.04b (down 1.5% from FY 2024). Net loss: US$81.2m (down 109% from profit in FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Luxury industry in Italy. New Risk • Feb 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 4.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Share price has been volatile over the past 3 months (4.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.5% net profit margin). Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €83.72, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Luxury industry in Italy. 공지 • Feb 12
Crocs, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026 Crocs, Inc. provided earnings guidance for the First quarter and full year 2026. For the quarter, company expected Revenues to be down approximately 5.5% to 3.5% to the first quarter of 2025, at currency rates as of February 9, 2026.
For the year, Company expected Revenues to be down approximately 1% to up slightly compared to full-year 2025, at currency rates as of February 9, 2026. 공지 • Nov 17
Crocs, Inc. Promotes Rupert Campbell to Executive Vice President and President of the Heydude Brand. Effective November 17, 2025 Crocs, Inc. announced that the organization has promoted Rupert Campbell to Executive Vice President and President of the HEYDUDE brand. Effective November 17, 2025, Rupert will join the executive leadership team and report directly to Andrew Rees, Crocs Inc. Chief Executive Officer. Rupert joined Crocs, Inc. in March 2025 as Senior Vice President, Chief Commercial Officer for HEYDUDE, where he has been responsible for overseeing and executing the commercial strategy for the HEYDUDE brand globally. In his role as Brand President, he will lead all elements of the brand's product, marketing, and commercial go-to-market strategy. An accomplished executive and expert within the footwear industry, Rupert's consumer-first mindset, operational excellence and long-term brand building prowess, position him well as the brand's next leader. Prior to joining Crocs, Inc., Rupert served as the President of adidas North America where he led a market of more than $6 billion in revenue and a team of more than 10,000. During his 10 years with adidas, he served in various leadership positions across several international regions, including Europe and Russia, helping to transform consumer perception of the brand and close the gap in performance against competitors. Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: US$2.72 (vs US$3.38 in 3Q 2024) Third quarter 2025 results: EPS: US$2.72 (down from US$3.38 in 3Q 2024). Revenue: US$996.3m (down 6.2% from 3Q 2024). Net income: US$145.8m (down 27% from 3Q 2024). Profit margin: 15% (down from 19% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Luxury industry in Italy. 공지 • Oct 30
Crocs, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Crocs, Inc. provided earnings guidance for the Fourth quarter of 2025. For the quarter, the company expects revenues to be down approximately 8% compared to the fourth quarter of 2024, at currency rates as of October 27, 2025. Reported Earnings • Aug 08
Second quarter 2025 earnings released: US$8.83 loss per share (vs US$3.80 profit in 2Q 2024) Second quarter 2025 results: US$8.83 loss per share (down from US$3.80 profit in 2Q 2024). Revenue: US$1.15b (up 3.4% from 2Q 2024). Net loss: US$492.3m (down 315% from profit in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 7.3% growth forecast for the Luxury industry in Italy. 공지 • May 08
Crocs, Inc. Withdraws Earnings Guidance for the Full Year 2025 Crocs, Inc. withdrew earnings guidance for the full year 2025. Due to macroeconomic uncertainties stemming from global trade policies, the Company is withdrawing its full year 2025 financial outlook that was provided on February 13, 2025, and is not providing a full year outlook at this time. 
