Baird analyst Jonathan Komp maintains $Crocs (CROX.US)$ with a buy rating, and adjusts the target price from $190 to $180.
According to TipRanks data, the analyst has a success rate of 54.4% and a total average return of 13.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Crocs (CROX.US)$'s main analysts recently are as follows:
Although Crocs' Q3 results surpassed expectations with strong sales, operating margin, and earnings per share, the positive performance did not extend to the fiscal 2024 EPS projections, which were adjusted with narrower guidance across several metrics. The forecast for Q4 was considerably lower than anticipated, affecting the entire year's outlook. This was attributed to challenging economic conditions and the slower-than-expected progress in integrating HEYDUDE.
The firm anticipates a more challenging spending backdrop in North America and China. Nevertheless, it is forecasted that Crocs' direct-to-consumer segment in North America will stay positive in the fourth quarter, albeit with a continued softness in HEYDUDE. While the firm sustains its earnings per share estimate for FY24 at $12.90, it has revised its FY25 earnings projection down to $13.00 from $14.00, accounting for further investments to stabilize HEYDUDE.
Following a third-quarter performance that surpassed expectations and a modified forecast for the full year, reviews note that the Crocs brand experienced a 7.4% year-over-year increase. However, HEYDUDE's results fell short of projections. Crocs has adjusted its full-year expectations to a revenue growth of approximately 3% year-over-year. The anticipated uptick in HEYDUDE's fourth-quarter figures has been delayed due to the effects on digital channels stemming from a strategic shift towards brand emphasis over performance and reduced wholesale transactions.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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贝雅分析师Jonathan Komp维持$卡骆驰 (CROX.US)$买入评级，并将目标价从190美元下调至180美元。
根据TipRanks数据显示，该分析师近一年总胜率为54.4%，总平均回报率为13.5%。
此外，综合报道，$卡骆驰 (CROX.US)$近期主要分析师观点如下：
尽管卡骆驰（Crocs）的第三季度业绩超出预期，销售额、营业利润率和每股收益表现强劲，但正面表现并未延伸到2024财年的每股收益预测，这些预测在多个指标上进行了调整。第四季度的预测大幅低于预期，影响了整个年度的前景。这归因于挑战性的经济条件以及在整合HEYDUDE方面进展较慢。
公司预期北美和中国的支出环境将更具挑战性。然而，预计Crocs在北美的直销业务将在第四季度保持积极增长，尽管HEYDUDE仍然表现疲软。虽然公司维持了对FY24每股收益的估计为12.90美元，但将FY25的盈利预期从14.00美元下调至13.00美元，以应对进一步投资以稳定HEYDUDE。
在第三季度表现超出预期并对全年进行了修改的情况下，评论指出Crocs品牌经历了同比增长7.4％的情况。然而，HEYDUDE的业绩未达预期。Crocs已将全年预期调整为年同比大约增长3％的营业收入。由于战略转向品牌强调而非性能以及减少的批发交易对数字渠道的影响，预期HEYDUDE第四季度的业绩反弹受到了延迟。
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