Crocs (CROX) reported $957.64 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 3.3%. EPS of $2.29 for the same period compares to $2.52 a year ago.
The reported revenue represents a surprise of +4.25% over the Zacks Consensus Estimate of $918.64 million. With the consensus EPS estimate being $1.92, the EPS surprise was +19.38%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Crocs performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Crocs Brand: $768.38 million versus $743.92 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.8% change.
- Revenues- HEYDUDE Brand: $189.26 million versus $176.74 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -16.9% change.
- Revenues By Channel- HEYDUDE Brand- Wholesale: $56.47 million versus $60.34 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -40.5% change.
- Revenues By Channel- Crocs Brand- Direct-to-Consumer: $474.85 million versus the two-analyst average estimate of $446.1 million. The reported number represents a year-over-year change of +6.1%.
- Revenues By Channel- HEYDUDE Brand- Direct-to-Consumer: $132.79 million versus the two-analyst average estimate of $123.09 million. The reported number represents a year-over-year change of 0%.
- Revenues By Channel- Crocs Brand- Wholesale: $293.54 million versus $300.79 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -6.7% change.
- Non-GAAP Gross Margin- HEYDUDE Brand: 39.7% versus 41.9% estimated by two analysts on average.
- Non-GAAP Gross Margin- Crocs Brand: 57.8% versus the two-analyst average estimate of 58.7%.
View all Key Company Metrics for Crocs here>>>
Shares of Crocs have returned -1% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Crocs, Inc. (CROX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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