KeyBanc analyst Ashley Owens maintains $Crocs (CROX.US)$ with a buy rating, and adjusts the target price from $155 to $150.
According to TipRanks data, the analyst has a success rate of 39.4% and a total average return of -9.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Crocs (CROX.US)$'s main analysts recently are as follows:
Crocs' third-quarter results surpassed expectations in terms of sales, operating margin, and earnings per share. Despite these positive outcomes, the forecast for fiscal 2024 EPS was not increased as the company narrowed its guidance for most metrics. Additionally, the fourth-quarter guidance was significantly below expectations, affecting the full-year outlook. This is partly due to challenging macroeconomic conditions and the HEYDUDE brand taking more time to recover.
Expectations have been set for a more challenging spending landscape both in North America and China. Despite this, it is anticipated that Crocs' Direct-to-Consumer performance in North America will stay in the positive territory during Q4, although moderated by an extended period of softer performance from HEYDUDE. While the forecast for FY24 earnings per share remains unchanged, the projection for FY25 has been adjusted to reflect further investments aimed at stabilizing HEYDUDE.
The firm has adjusted its perspective on Crocs following a third-quarter performance that surpassed expectations, coupled with an updated outlook for the full year. The increase in revenue was primarily fueled by a 7.4% year-over-year growth in the Crocs brand, although HEYDUDE's performance fell short of forecasts. Crocs has now modified its full-year revenue growth projection to approximately 3%, citing a shift in the fourth quarter for HEYDUDE. This change is attributed to the reallocation of market resources from performance to brand emphasis within digital channels and subdued 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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KeyBanc分析師Ashley Owens維持$卡駱馳 (CROX.US)$買入評級，並將目標價從155美元下調至150美元。
根據TipRanks數據顯示，該分析師近一年總勝率為39.4%，總平均回報率為-9.5%。
此外，綜合報道，$卡駱馳 (CROX.US)$近期主要分析師觀點如下：
卡駱馳第三季度的業績超出了銷售額、營業利潤率和每股收益的預期。儘管取得了這些積極的成果，但由於公司縮小了大部分指標的指引，2024財年每股收益的預測並未增加。此外，第四季度的指引顯著低於預期，影響了全年展望。這在一定程度上是由於具有挑戰性的宏觀經濟條件和HEYDUDE品牌恢復所需時間較長。
針對北美和中國更具挑戰性的消費環境，已經設定了期望。儘管如此，預計Crocs在北美的直營零售業績在第四季度仍將保持正面增長，儘管受HEYDUDE表現較弱的較長週期影響。雖然對於2024財年每股收益的預測保持不變，但對於2025財年的預測已經調整，以反映進一步用於穩定HEYDUDE的投資計劃。
該公司根據第三季度超出預期的業績以及全年展望的更新，調整了對卡駱馳的看法。營業收入的增加主要受到卡駱馳品牌同比增長7.4%的推動，儘管HEYDUDE的表現不及預期。卡駱馳現已將全年營收增長預期調整爲約3%，原因是由於在數字渠道內，市場資源由表現重心向品牌強調的重新配置，以及批發交易的低迷所致。
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