Past performance does not predict future results. Informational only, not investment advice.
SMACH THOMAS J (Director at Crocs, Inc.) reported an open-market purchase of 4,000 shares of CROX at an average $109.38, roughly $437,530, in a Form 4 filed 2026-09-14.
Rees Andrew (Chief Executive Officer at Crocs, Inc.) reported an open-market sale of 30,000 shares of CROX at an average $138.49, roughly $4,154,785, in a Form 4 filed 2026-08-11.
Crocs faces deteriorating margins and negative capital returns due to its struggling $2.5B HEYDUDE acquisition, which posted two consecutive years of double-digit revenue declines. While the core Crocs brand remains strong with >20% operating margins, the acquisition has dragged consolidated operating margin down to 3% from a 26% three-year average and turned return on invested capital negative.
Crocs trades at a cheap 8x FCF multiple with room for continued growth, though near-term headwinds from tariff concerns and guidance pullback present risk.
End of results.