Pedro Acuna Taboada
Hello everyone! It has been about a month since they released Q1 2026 earnings, but I still it's good that I post them here so you know how our second largest position: $CROX (Crocs Inc) is doing, so here is a quick rundown of how thing went: Revenue: $921 Mn vs $900 Mn expected ✅ EPS: $2.99 vs $2.77 expected ✅ While a beat, revenues where down 1.7% YoY and EPS where down by 4%. North America revenues dropped by 6% YoY, but international grew by 7%. When it comes to guidance, revenue was raised to 0% growth for the year, and EPS was raised from ~$13 to ~$13.5. So overall the numbers are about what I had been expecting and while not great numbers, they are slowly moving in the right direction.
Not investment advice. The author may have financial interests in the mentioned instruments.
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CROX
Crocs Inc
117.53
1.52 (1.31%)
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