$CROX 0.31 Weak

Notable posts

• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 07/30/2026 08:30: US PCE Price Index 08:30: US Initial Jobless Claims 08:30: US GDP QoQ Advance 08:30: US Consumer Spending Before Open 👇 05:00: Check Point Software $CHKP 05:00: Yum China $YUMC 06:00: Cigna $CI 06:00: Enterprise Products $EPD 06:00: CRH $CRH 06:00: Air Products $APD 06:30: Valero Energy $VLO 06:30: Norwegian Cruise Line $NCLH 06:30: Regeneron $REGN 06:30: TC Energy $TRP 06:30: Xerox $XRX 06:30: Trane Technologies $TT 06:45: Hershey $HSY 06:45: TechnipFMC $FTI 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 06:55: Ferrari $RACE 06:55: Quanta Services $PWR 06:55: American Electric Power $AEP 07:00: Crocs $CROX 07:00: Yum! Brands $YUM 08:00: Mastercard $MA After Hours 👇 16:00: Amazon $AMZN 16:00: DexCom $DXCM 16:00: Strategy $MSTR 16:00: First Solar $FSLR 16:00: Monolithic Power Systems $MPWR 16:00: Neurocrine Biosciences $NBIX 16:00: Tempus AI $TEM 16:05: Roblox $RBLX 16:05: Reddit $RDDT 16:05: Rivian $RIVN 16:05: GoDaddy $GDDY 16:05: Illumina $ILMN 16:05: Nextpower $NXT 16:05: Stryker $SYK 16:05: Universal Display $OLED 16:10: Live Nation $LYV 16:15: MasTec $MTZ 16:15: Coinbase $COIN 16:15: BigBear .ai $BBAI 16:15: Mohawk Industries $MHK 16:30: Apple $AAPL 16:30: Corteva $CTVA 17:10: Eldorado Gold $EGO 18:55: Vale $VALE 19:00: Sony

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• @wallstengine bullish 58 eng

  CROCS $CROX Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.18B (Est. $1.15B) 🟡; +2.6% YoY 🔹 Adj. EPS: $4.55 (Est. $4.34) 🟢; +7.6% YoY 🔹 Crocs Brand: $1.0B; +4.3% YoY 🔸 Buyback Authorization: +$1.5B to ~$2.0B Raises FY26 Guide: 🔹 Adj. EPS: $13.70-$14.00 (Est. $13.69) 🟡 🔹 Revenue Growth: +1% to +2%; from -1% to +1% 🔹 Crocs Growth: +2% to +3%; from flat to +2% 🔹 HEYDUDE Growth: -4% to -2%; from -7% to -5% 🔹 Adj. Operating Margin: Expand modestly from 22.3% Q3 Guide: 🔹 Adj. EPS: $3.20-$3.30 (Est. $3.53) 🔴 🔹 Revenue: Approximately flat YoY 🔹 Crocs Growth: up ~1% YoY 🔹 HEYDUDE Growth: down ~3% to flat YoY 🔹 Adj. Operating Margin: ~21.5% Segment Net Revenue: 🔹 Crocs Brand: $1.0B; +4.3% YoY 🔹 HEYDUDE Brand: $179M; -5.7% YoY Other Q2 Metrics: 🔹 DTC Revenue Growth: +12.0% YoY 🔹 Wholesale Revenue Growth: -7.2% YoY 🔹 Adjusted Gross Margin: 60.0%; -170 bps YoY 🔹 Adjusted Operating Margin: 25.1%; -180 bps YoY Capital Return: 🔹 Buybacks: $251M (2.3M shares, avg $106.87) 🔹 Debt Repayment: $31M 🔹 New Authorization: ~$2.0B 🔹 Remaining Authorization: $496M Comments: 🔸 “We are pleased to have delivered a stronger-than-expected second quarter, highlighted by record enterprise revenue, including the Crocs Brand surpassing $1 billion in quarterly revenue for the first time ever. … Based on our strong first half performance, we are again raising our full-year top- and bottom-line guidance,” 🔸 “Reflecting our confidence in the business and future cash-flow generation, we have expanded our share repurchase authorization as we aim to further return meaningful value to shareholders.”

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• @wallstengine bullish 41 eng

  Baird Upgrades $CROX to Outperform from Neutral, Raises PT to $150 from $115 Analyst comments: "We are adopting a more positive stance, incorporating a higher degree of confidence that positive inflections for Crocs North America and HEYDUDE look sustainable, increasing visibility to a return to healthier total revenue growth in 2H26. The return to low-single-digit total revenue growth during 2H, along with tight cost controls and healthy cash return prospects, supports a healthy upward bias to current EPS. We see a more favorable risk/reward and, in an upside case focused on 2027E EPS, see $170-200/share+ as possible." Analyst: Jonathan Komp

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• @WOLF_Financial neutral 35 eng

  DAVID EINHORN JUST UPDATED HIS $3.9 BILLION PORTFOLIO This is everything Einhorn owned as of the end of Q2 - Green Brick Partners $GRBK: 9,467,383 shares, $757.8M - Fluor $FLR: 4,658,750 shares, $244.1M - Core Natural Resources $CNR: 2,283,200 shares, $182.7M - Brighthouse Financial $BHF: 2,842,100 shares, $179.9M - Acadia Healthcare $ACHC: 4,400,641 shares, $130.0M - Penn National Gaming $PENN: 5,860,270 shares, $125.2M - Fortune Brands Innovations $FBIN: 2,241,875 shares, $123.1M - PG&E $PCG: 6,632,852 shares, $111.6M - Centene $CNC: 1,651,150 shares, $106.0M - Graphic Packaging Holding $GPK: 9,953,430 shares, $105.2M - SYNNEX $SNX: 381,042 shares, $101.9M - Teva Pharmaceutical Industries $TEVA: 2,886,059 shares, $97.8M - Versigent $VGNT: 2,277,640 shares, $95.7M - Capri Holdings $CPRI: 4,820,118 shares, $89.5M - BKV $BKV: 3,095,173 shares, $84.7M - DHT Holdings $DHT: 5,034,320 shares, $83.2M - Crocs $CROX: 669,140 shares, $80.7M - Roivant Sciences $ROIV: 2,152,669 shares, $76.2M - Sotera Health $SHC: 4,135,515 shares, $73.4M - Primo Brands $PRMB: 2,823,660 shares, $69.0M - Versant Media Group $VSNT: 1,922,172 shares, $69.2M - Dauch $DCH: 12,395,104 shares, $67.2M - PayPal Holdings $PYPL: 1,424,320 shares, $61.5M - Henry Schein $HSIC: 718,550 shares, $60.0M - Warner Bros Discovery $WBD: 2,246,180 shares, $59.9M - Liberty Global Cl A $LBTYA: 4,963,322 shares, $56.4M - Antero Resources $AR: 1,574,140 shares, $55.3M - StubHub Holdings $STUB: 4,233,200 shares, $54.5M - Resideo Technologies $REZI: 1,699,590 shares, $52.9M - Deckers Outdoor $DECK: 506,398 shares, $50.3M - Spectrum Brands Holdings $SPB: 561,438 shares, $48.1M - CNH Industrial $CNH: 4,188,940 shares, $47.0M - Viatris $VTRS: 2,773,470 shares, $44.0M - Paramount Skydance $PSKY: 3,926,080 shares, $38.7M - PVH $PVH: 520,800 shares, $38.7M - Comcast $CMCSA: 1,345,780 shares, $33.0M - Slide Insurance Holdings $SLDE: 1,686,630 shares, $32.7M - TripAdvisor $TRIP: 2,361,973 shares, $32.4M - SPDR Gold Trust $GLD: 83,421 shares, $30.7M - Cigna $CI: 88,400 shares, $24.4M - Lakefront Biotherapeutics $LKFT: 482,746 shares, $14.5M - Coya Therapeutics $COYA: 2,335,540 shares, $13.7M - Immunovant $IMVT: 93,520 shares, $3.6M - Gain Therapeutics $GANX: 566,130 shares, $1.1M - GoPro $GPRO: 1,693,860 shares, $1.3M - Nuvation Bio $NUVB: 34,995 shares, $0.2M

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• @tenet_research neutral 25 eng

  Tenet Market Wake-Up Summary 📷📷 June.08.26 $SPX $AAPL $NVDA $AMZN $BA $MA $V $UAL $AAL $DAL $JBLU $NOK $ABAT $UBER $NBIS $SPOT $CRWV $PFE $FCEL $CPB $ALOT $BIIB $CROX $CTSH $WRB $CBRS $ALL $CSR $GMHS $TNGX $MRVL $BW @ripster47 | @TENETTRADEGROUP | @TenetCharts https://t.co/zKMUGXnV7I

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