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🔹 Adj EPS: $3.00 (Est. $2.49) 🟢
🔹 Revenue: $937M (Est. $907.9M) 🟢; +1.4% YoY (cc)
🔹 Inventories: $391M (Flat YoY)
FY25 Guidance Withdrawn
🔹 Prior guide was EPS $12.70–13.15; Revenue growth +2–2.5%
🔹 Withdrawal due to macro/trade-policy uncertainty
Brand & Segment Highlights
Crocs Brand
🔹 Revenue: $762M; +2.4% YoY (+4.2% cc)
🔹 DTC Revenue: $285M; +1.1% YoY (+2.5% cc)
🔹 Wholesale Revenue: $477M; +3.2% YoY (+5.3% cc)
🔹 North America: $369M; -3.8% YoY (-3.4% cc)
🔹 International: $393M; +8.9% YoY (+12.3% cc)
HEYDUDE Brand
🔹 Revenue: $176M; -9.8% YoY (-9.5% cc)
🔹 DTC Revenue: $65M; +8.3% YoY
🔹 Wholesale Revenue: $111M; -17.9% YoY
Other Key Metrics:
🔹 Gross Margin: 57.8% (vs. 56.0% YoY)
🔹 Adj Oper Margin: 23.8% (vs. 27.1% YoY)
🔹 Cash: $166M (vs. $159M YoY)
🔹 Debt: $1.48B (vs. $1.73B YoY)
🔹 CapEx: $15M (vs. $16M YoY)
🔹 Share Buybacks: $61M (0.6M shares @ avg $100.23)
🔹 $1.3B in remaining repurchase authorization
#crox
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