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 $14.00, accounting for further investments to stabilize HEYDUDE.
Following a third-quarter performance that surpassed expectations and a modified forecast for the full year, reviews note that the Crocs brand experienced a 7.4% year-over-year increase. However, HEYDUDE's results fell short of projections. Crocs has adjusted its full-year expectations to a revenue growth of approximately 3% year-over-year. The anticipated uptick in HEYDUDE's fourth-quarter figures has been delayed due to the effects on digital channels stemming from a strategic shift towards brand emphasis over performance and reduced wholesale transactions.
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貝雅分析師Jonathan Komp維持$卡駱馳 (CROX.US)$買入評級，並將目標價從190美元下調至180美元。
根據TipRanks數據顯示，該分析師近一年總勝率為54.4%，總平均回報率為13.5%。
此外，綜合報道，$卡駱馳 (CROX.US)$近期主要分析師觀點如下：
卡駱馳在第三季度的業績超出預期，銷售業績、營業利潤率和每股收益表現強勁，但正面表現並未延續到2024財年的每股收益預測，多項指標的指導範圍更窄。對第四季度的預測大幅低於預期，影響整個年度的展望。這歸因於充滿挑戰的經濟環境以及在整合HEYDUDE方面進展較慢帶來的影響。
公司預計北美和中國的消費背景將更具挑戰性。儘管如此，預計卡駱馳在北美的直銷業務將在第四季度保持增長，儘管HEYDUDE仍然表現疲軟。儘管公司將FY24的每股收益估值保持在12.90美元，但將FY25的盈利預期從14.00美元下調至13.00美元，並考慮到進一步的投資以穩定HEYDUDE。
在第三季度業績超出預期，並對全年做出修改後，評論指出，卡駱馳品牌同比增長了7.4%。然而，HEYDUDE的業績未達預期。卡駱馳已將全年預期調整爲同比增長約3%的營業收入增長。由於數字渠道受到戰略轉變之影響，重點是品牌強調而非業績和減少批發交易，在HEYDUDE第四季度的預期反彈已經延遲。
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