Crocs (NASDAQ:CROX) is betting on Sydney Sweeney’s star power by naming the popular actress the new face of its Austin Lift shoes from its HEYDUDE collection. A new ad campaign featuring Sweeney in Austin Lift shoes has given shares ...

As part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight.This week’s spotlight is: Crocs, Inc. (CROX)Crocs has transformed from a niche footwear brand into a global lifestyle company with iconic, highly recognizable products and a fast-growing portfolio that includes HEYDUDE. Despite strong brand equity, expanding margins, and consistent free cash flow generation, the stock trades at compell ...

随着关税的初步影响逐渐消退，且时尚潮流正从低调奢华和休闲风格转向更为正式的风格，史蒂文.马 登(SHOO.US)有望从中受益。因此，Piper Sandler分析师将该鞋履设计商的评级从"中性"上调至"增 持"，并将其目标价上调至40美元。 Piper Sandler首席分析师Anna Andreeva的乐观论点很大程度上基于库尔特.盖格品牌的潜力。尽管库尔 特.盖格在美国的市场渗透率"很低"，但该品牌被视为"独具特色，未来发展空间巨大"，因为其定位为 具有追求感的高端品牌，与蔻驰、凯特.丝蓓和迈克高仕等品牌有所不同。 Andreeva表示："美国的品牌意识较低，不过一旦消费者体验过该品牌的互动指标，其知名度就会大幅 提升。"她还表示，期望库尔特.盖格能成为一家年销售额达10亿美元的品牌。 Andreeva称："与明星Sydney Sweeney的团队合作将于2025年结束后结束，我们担心可能还需要进行额 外的营销活动。"Andreeva并补充说领导层的变动也可能带来负面影响。 自 2022年以来，整体拖鞋销量一直以两位数的速度增长，并预计将持续到2025年。然而，卡骆驰的拖 鞋销量在2024年停滞不前，预计 ...

Crocs Inc. (NASDAQ: CROX) shares slipped more than 4% on Monday after Piper Sandler downgraded the stock to Neutral from Overweight and lowered its price target to $75 from $95. The firm said while Crocs shares did not appear expensive at 7–8x earnings and the company had identified $50 million in savings opportunities, weak demand trends in the U.S. and strategic adjustments at both Crocs and HeyDude brands raised concerns. Piper Sandler cited risks from reduced discounting and lower performance marketing, ...

I recently wrote about Norbert Lou here and why I believe he has one of the best portfolios of the super investor crowd. In that article, I talked about PayPal ( PYPL ), butThe author is a mechanical engineer. He holds a B.S. in Mechanical Engineering and an M.B.A in Finance. He employs evidence and factor-based investing in his personal portfolio.He will sometimes seculate for fun and take small positions in individual stocks he believes are trading at a discount.Analyst’s Disclosure:I/we have a beneficial ...

投资组合分析 - 投资组合包含PayPal (PYPL) 并被认为是超级投资者群体中最佳组合之一 [1] - 投资策略采用证据和因子投资法 偶尔进行投机并持有小规模个股头寸 [1] 分析师持仓情况 - 通过股票、期权或其他衍生品持有CROX多头头寸 [2] 作者专业背景 - 作者拥有机械工程学士学位和金融MBA学位 具备机械工程与金融双重专业背景 [1]

根据提供的文档内容，该内容主要涉及分析师个人背景和披露声明，不包含任何关于具体公司或行业的实质性信息。因此，无法按照要求总结出与公司或行业相关的核心观点和关键要点。

分析师背景 - 分析师为全职股票分析师 投资组合观点具有独特视角 [1] - 分析师提供投资观点但不构成专业投资建议 [3] 披露声明 - 分析师未持有任何提及公司的股票或衍生品头寸 [2] - 未来72小时内无任何头寸建立计划 [2] - 分析文章为独立完成且未获得任何公司补偿 [2] - 与提及公司不存在任何商业关系 [2] 内容性质说明 - 分析内容仅提供信息参考 不构成投资建议 [3] - 投资前需进行个人尽职调查 注意资本损失等风险 [3] - 过往业绩不预示未来表现 [4] - 观点不代表Seeking Alpha平台立场 [4] - 平台非持牌证券交易商或投资顾问 [4] - 分析师包含专业投资者和未持证个人投资者 [4]

公司股价表现 - 卡骆驰公司作为可选消费 footwear企业 年内股价下跌22% [1] 行业环境 - 关税政策和宏观经济不确定性持续削弱消费者信心 [1]

Crocs Inc.(NASDAQ: CROX ) announced its Q2 2025 earnings on August 7, 2025. While the company beat expectations, its disappointing guidance led to the stock price plunging by almost 30% after the marketMy investing approach is finding companies with leadership economics associated with their business models and selling at a reasonable price. My articles will primarily discuss a company's strategy to drive growth, competitive advantage that drives superior return on capital, capital structure, capital alloca ...