进入6月，洞洞鞋上岗，洞洞鞋鼻祖Crocs却贵不动了。 北京白领林婷最近买Crocs洞洞鞋时发现，在某电商平台"618"大促期间，一百元出头就可以买到经典款。 图源：有意思报告 不止经典款，Crocs的时尚款也在悄悄打折。在北京多家商场，Crocs门店内都有折扣活动。前两年的爆款 "人鱼"洞洞鞋已经价格腰斩，打五折后不到400 元；去年夏天推出的王俊凯同款大理石纹波波洞洞鞋，约打八折。 图源：有意思报告 事实上，Crocs的打折并非仅限于"618"。在小红书上，与"crocs价格"相关的笔记已超过1万篇，其中关于打折促销的热门笔记遍布今年4月至6月。 频繁打折或跟近一年来Crocs热度下滑有关。翻看小红书，"Crocs洞洞鞋"热门笔记多停留在2023年和2024年夏天。 映射到业绩，Crocs集团财报显示，2025年一季度，公司营收为9.37亿美元，同比微降0.14%。营收占比超八成的主品牌Crocs增长乏力，增速从去年同期的 14.6%降至2.4%。 几百块的拖鞋，它值吗？ 今年"618"期间，打开天猫crocs官方旗舰店，"全场不止5折"的促销海报铺天盖地。 图源：天猫App截图 从"泡芙" "云朵"到" ...

而市面上竞争格局的恶化更是让它的处境雪上加霜，在"丑鞋"赛道斯凯奇、回力等品牌推出百元级竞品，拼多多白牌鞋最低仅7.8元。而因为Crocs早期没有 申请好外观专利，也导致其在友商竞争中处于不利的位置。福建省高级人民法院曾判定，尽管Crocs拥有croslite材料专利，但市面上大量同类产品已使该设 计"通用化"，不再受法律保护。 Crocs，这个曾经被《时代周刊》评为"全球最糟发明"的品牌，曾凭借反叛营销与DIY文化异军突起，却在2025年遭遇业绩寒流。 遥想2023年，Crocs以1.2亿双年销量创造鞋业奇迹，平均每分钟卖出228双。其定价策略堪称"奢侈"：普通款250-2300元，鞋花装饰28-45元，联名款如施华 洛世奇合作款更飙至9999元。然而，2025年一季度财报如一盆冷水，财报显示其营收增速从2024年一季度的14.6%断崖式跌至2.4%，母公司卡骆驰集团营收 同比下滑0.14%，与2021-2024年动辄超50%的增速形成鲜明对比。 | | 2025 | | 2024 | | | --- | --- | --- | --- | --- | | Revenues | र्द | 937,333 ...

Crocs (CROX) 2025 Conference June 03, 2025 08:30 AM ET Speaker0 Great. Good morning everyone. Welcome to Baird's forty sixth Annual and twenty twenty five Global Consumer Technology and Services Conference. I'm John Komp, the Senior Analyst covering the active lifestyle sector and very pleased to have the company joining us for the sixth consecutive year, Crocs, with us to kick off the conference today. And I couldn't think of a better company help us kick off here. I think every consumer in the world likel ...

BROOMFIELD, Colo., May 27, 2025 /PRNewswire/ -- Crocs, Inc. (NASDAQ: CROX), a world leader in innovative casual footwear for all, today announced that it will present at Baird's 2025 Global Consumer, Technology & Services Conference on Tuesday, June 3, 2025 at 8:30 AM ET.A live broadcast of the Company's presentation may be found on the Investor Relations section of the Crocs website, investors.crocs.com. A replay of the webcast will remain available on the website following the completion of the conference ...

I focus on strong companies undervalued by the stock market. Corrective forces often correct the valuation of these "mispriced" stocks back to their intrinsic value. These forces may range from activist investors' proxy fights, leadership and strategic changes, spin-offs, and the cyclicality of the industry, among others. My objective is to identify them before they occur, as I believe that stock return overperformance will stem from these types of investments.Analyst’s Disclosure: I/we have a beneficial lo ...

在地铁或者商场，甚至在等红绿灯的间隙，目光所及之处总能随机刷新一双洞洞鞋。 作者 | 李含章、覃伊蕊（实习生） 编辑 | 江江 新媒体编辑 | 宝珠 视觉 | 诺言 洞洞鞋"霸街"的季节快到了。 北京合生汇的一家卡骆驰快闪店聚集了不少为洞洞鞋前来的年轻人。"我就是专门来买这款新鞋的。"一 位顾客表示，她已经买了好几款卡骆驰洞洞鞋，这次她瞄准的是今年人气爆棚的"小鲸鱼"款。 快闪店门口，卡骆驰品牌代言人檀健次的巨幅海报格外醒目，海报上正是那双备受追捧的火龙果色"小 鲸鱼"洞洞鞋。 门店工作人员告诉盐财经，目前除了这款檀健次同款鞋没有优惠以外，其余鞋款均享九折折扣，折后价 格在300元至600多元不等。这一价格仅为单鞋价格，若需搭配鞋花，单个鞋花价格根据做工不同，有38 元或58元的款式。 白鹿同款的crocs "小鲸鱼"洞洞鞋/图源：@crocs 不过，一旦走出这个门店，消费者花大几百买下的卡骆驰洞洞鞋就会淹没于人流之中。相似的鞋型设 计，并不显眼的logo，让卡骆驰的品牌辨识度几乎降为零。在一些消费者眼里，其与购物平台上二三十 元的白牌洞洞鞋似乎并无二致，其上百元的"身价"只有自己的双脚知道。 这正是卡骆驰目 ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

BROOMFIELD, Colo., May 21, 2025 /PRNewswire/ -- Crocs, Inc. (NASDAQ: CROX), a world leader in innovative casual footwear for all, today announced that the organization has elevated Terence Reilly to Executive Vice President, Chief Brand Officer, with oversight over the marketing and communications functions for both the Crocs and HEYDUDE brands, effective immediately.As a veteran brand expert, Terence has a proven track record of building lasting brand identity, connecting to relevant culture and creating s ...

HEYDUDE, the casual footwear brand that Crocs, Inc. (NASDAQ: CROX ) acquired for $2.5B in early ’22, has struggled to increase revenues since ’23. Management kept reducing FY guidance every quarter for two years straight, which weighed heavily on the stock's performance. I have discussed some ofI am an experienced investor with a generalist approach to the markets, but over the years, I have developed particular expertise in several key sectors. My investment philosophy is rooted in identifying stocks with ...

公司业绩表现 - 过去五年Crocs股价飙升465% [1] - 2019至2024财年收入增长233% 主要受2022年HeyDude收购推动 [4] - 2024年收入增速放缓至3.5% 2025年第一季度收入同比微降 其中Crocs品牌增长2.4% HeyDude品牌下滑9.8% [5] - 第一季度毛利率57.8% 运营利润率23.8% 均超过行业巨头Nike [7] 市场与估值 - 公司总可寻址市场规模超过1600亿美元 [8] - 当前股价较2021年11月峰值下跌34% [11] - 前瞻市盈率仅9.4倍 显著低于标普500指数的21.2倍 [11] 行业挑战与策略 - 鞋服行业消费者偏好变化快 存在品牌过时风险 [9] - 公司通过产品创新和有效营销保持品牌热度 [10] - 管理层注重降低债务水平以强化财务稳健性 [7] 增长前景 - 历史业绩显示长期销售快速增长能力 [12] - 强劲盈利和自由现金流生成能力支撑发展 [12] - 当前估值优势可能带来未来五年投资机会 [12]