Past performance does not predict future results. Informational only, not investment advice.
TREFF DOUGLAS J (Director at Crocs, Inc.) reported an open-market sale of 10,714 shares of CROX at an average $159.21, roughly $1,705,826, in a Form 4 filed 2026-11-06.
Rees Andrew (Chief Executive Officer at Crocs, Inc.) reported an open-market sale of 40,000 shares of CROX at an average $152.89, roughly $6,115,595, in a Form 4 filed 2026-11-05.
TREFF DOUGLAS J (Director at Crocs, Inc.) reported an open-market sale of 14,802 shares of CROX at an average $152.20, roughly $2,252,854, in a Form 4 filed 2026-11-04.
Campbell Rupert George (EVP, Brand President, HEYDUDE at Crocs, Inc.) reported an open-market sale of 2,645 shares of CROX at an average $150.87, roughly $399,055, in a Form 4 filed 2026-11-03.
FRASCH RONALD (Director at Crocs, Inc.) reported an open-market sale of 15,000 shares of CROX at an average $153.51, roughly $2,302,659, in a Form 4 filed 2026-11-03.
SMACH THOMAS J (Director at Crocs, Inc.) reported an open-market purchase of 4,000 shares of CROX at an average $109.38, roughly $437,530, in a Form 4 filed 2026-09-14.
Rees Andrew (Chief Executive Officer at Crocs, Inc.) reported an open-market sale of 30,000 shares of CROX at an average $138.49, roughly $4,154,785, in a Form 4 filed 2026-08-11.
Crocs faces deteriorating margins and negative capital returns due to its struggling $2.5B HEYDUDE acquisition, which posted two consecutive years of double-digit revenue declines. While the core Crocs brand remains strong with >20% operating margins, the acquisition has dragged consolidated operating margin down to 3% from a 26% three-year average and turned return on invested capital negative.
Crocs trades at only 8x free cash flow and has room to grow, making it attractively valued despite near-term headwinds from tariff concerns and recent guidance pullback. A selective institutional investor has initiated a new position.
End of results.