When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Lacking Growth, Crocs' ability to provide consistent and predictable revenue and profit is more important than Growth, due to fashion risk, or investors' preference for predictability. While Crocs' management is definitely superb from an operational standpoint, HeyDude's underperformance suggests weakness in the company's capital allocation. Economic uncertainty due to tariffs presents an opportunity to gain market share for Crocs, leveraging its industry-leading profitability.

CROX already reports impacted Crocs and HEYDUDE sales performance, with it triggering a notable deceleration in its top/bottom-line growth thus far. It is apparent from these developments that HEYDUDE has been dilutive to its overall performance, rendering the $2.5B acquisition-related debt burdensome. This is worsened by the withdrawn FY2025 guidance, as the management highlights a wide range of cash impact of up to -$130M.

BROOMFIELD, Colo. , May 21, 2025 /PRNewswire/ -- Crocs, Inc. (NASDAQ: CROX), a world leader in innovative casual footwear for all, today announced that the organization has elevated Terence Reilly to Executive Vice President, Chief Brand Officer, with oversight over the marketing and communications functions for both the Crocs and HEYDUDE brands, effective immediately.

HEYDUDE's struggles have weighed on CROX shares, but recent improvements and management changes signal a potential turnaround. Crocs' core business remains strong, generating solid cash flows and enabling debt reduction and shareholder returns despite HEYDUDE's challenges. Management is leveraging proven Crocs marketing strategies and has appointed Terence Reilly, a marketing expert, to lead HEYDUDE's revival.

Investors who choose to actively manage their portfolios, picking individual businesses in the process, probably want to beat the market over the long term. To achieve this goal, perhaps it's a good idea to look at past winners.

Limited-edition collection debuts glow-in-the-dark Echo Wave and a convertible G-SHOCK timepiece DOVER, N.J. , May 13, 2025 /PRNewswire/ -- Today, Casio America, Inc. is excited to announce a first-of-its-kind collaboration between G-SHOCK, the brand known for its uncompromising toughness, and global footwear icon Crocs.

Crocs (CROX -0.71%) is growing faster than expected in 2025, but investors were still worried about the impact of tariffs on the company's bottom line. Management gave us an idea of how much tariffs could impact the business, and it may not be as big as you think.

Andrew Rees, Crocs CEO, joins 'Power Lunch' to discuss the company's earnings beat, withdrawing guidance and the impact of tariffs on business.

CROX's Q1 results show strong Crocs and HEYDUDE performance, with higher EPS and margins, driven by cost control, solid demand and smart pricing strategies.