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23Crocs crashes $CROX (+0.1%) after the company revised its forecast earnings growth from +3-5% to 3%.
A question to all experienced investors: does this justify an 18% discount? Because I'm now thinking about buying again after getting in at €93. Good or bad idea?
$CROX (+0.1%) | Crocs Q3'24 Earnings Highlights
🔹 Revenue: $1.06B (Est. $1.05B) 🟢; UP 2% YoY
🔹 Adj EPS: $3.60 (Est. $3.10) 🟢; UP 11% YoY
🔹 Inventory: $367M (down from $390M YoY)
FY24 Guidance:
🔹 Revenue Growth: ~3% YoY (Lower end of prior 3%-5% range) 🔴
🔹 HEYDUDE Revenue: DOWN 14.5% (Prior: DOWN 10%-8%) 🔴
🔹 Crocs Brand Growth: ~8% (Prior: 7%-9%)
🔹 Adjusted EPS: $12.82-$12.90 (Est. $12.85) 🟡
🔹 Adjusted Operating Margin: >25%
🔹 Capital Expenditures: $90M-$100M (Lowered from $100M-$110M)
Q4'24 Guidance:
🔹 Adjusted EPS: $2.20-$2.28 (Est. $2.73) 🔴
🔹 Revenue: Flat to slightly up YoY
🔹 Crocs Brand Growth: ~2%
🔹 HEYDUDE Revenue: DOWN 6%-4%
Segment Performance:
Crocs Brand
🔹 Revenue: $858M; UP 7.4% YoY
🔸 DTC Revenue: $463M; UP 7.7%
🔸 Wholesale Revenue: $396M; UP 7.1%
🔸 International Revenue: $367M; UP 15.5% YoY
HEYDUDE Brand
🔹 Revenue: $204M; DOWN 17.4% YoY
🔸 DTC Revenue: $91M; DOWN 9.3%
🔸 Wholesale Revenue: $113M; DOWN 22.9%
Key Commentary:
CEO Andrew Rees stated:
🔸 “Our Crocs brand showed balanced growth, with strong gains internationally and in direct-to-consumer channels.”
🔸 “HEYDUDE's turnaround is taking longer than expected, given current market conditions and brand challenges, but we are confident in its long-term potential.”
Balance Sheet and Cash Flow:
🔹 Cash and Cash Equivalents: $186M (UP from $127M YoY)
🔹 Debt Repayment: $110M
🔹 Share Repurchase: 1.1M shares repurchased for $151M; $549M remaining authorization
$CROX (+0.1%) on the mend after a downturn. Still very much one of our favorite investment brands!! Thoughts?🤔
These stocks could profit from the Barbie hype
You've probably noticed the hype surrounding the new Barbie movie starring Margot Robbie and Ryan Gosling. In the last few weeks, there has been a lot of publicity! Today is the premiere of the film in Germany and tomorrow the film starts in the US. I am sure that the film will not only make the box office ring, but also some stocks will benefit from the Barbie hype. The $MAT (-3.38%) share, manufacturer of the Barbie doll, is already within the last month with nearly 15% in the plus and is still positively evaluated by experts. The film comes today in the distribution of Warner Bros, so could also the $WBD (+0.69%) Share from the hype profit. Retailers such as. $GPS (-1.53%), $CROX (+0.1%) and $KSS (-1.43%) are also jumping on the Barbie bandwagon, benefiting from licensing deals with the toymaker. Even the meme share of the movie theater operator $AMC could gain new momentum from the Barbie hype. Unfortunately, nothing is really known about the film yet, so it remains exciting to see whether the film will meet the expectations of moviegoers and whether the shares will benefit from the hype in the long term.
Are you going to see the new Barbie movie? Do you think that the Barbie movie will actually have a positive impact on the stocks mentioned and can profit from the hype? Or are you rather skeptical?
April 5: International Walking Day - Chat-GPT analyzes a stock from the footwear sector.
Crocs $CROX (+0.1%) Inc. is a U.S. company that manufactures and sells shoes, sandals, and accessories. The company was founded in 2002 and is headquartered in Colorado, USA.
- Current share price: $136.19 (as of 04/02/2023).
- Market capitalization: $10.22 billion
- P/E ratio (price-to-earnings ratio): 26,38
- PEG (Price-Earnings-to-Growth ratio): 1.14
- Dividend yield: None
The company has experienced strong growth in recent years, especially since launching new products and expanding its distribution network. In 2021, sales increased by 43% year-on-year, mainly due to strong e-commerce business and high sales in North America and Europe.
The company has a strong position in the comfortable shoes and sandals market and is known for its signature designs. It also has a strong online presence and a growing presence in retail stores around the world.
The stock has seen strong growth in recent years and is currently valued at a P/E ratio of 26.38, indicating that the market has high expectations for the company's future growth. However, the PEG ratio of 1.14 suggests that the stock may not be overvalued and that the company's growth could be sustainable in the future.
Crocs also has an impressive financial performance, with a gross margin of 52% and a net margin of 21%. The company also has a solid balance sheet and is debt-free.
Overall, Crocs appears to be a strong company with promising growth potential. However, the stock is not without risks, especially in terms of competition and potential changes in consumer behavior.
getquin Daily Summary 21.11.2022
Hello getquin,
have a nice monday to all of you.
Europe🌍:
America🌏:
Asia🌏:
Stocks of the day:
🟩 TOP $UN01 6,68€ (🔼 +24,51%)
🟥 FLOP $CROX (+0.1%) 91,81€ (🔽 -6,63%)
🟥 Most searched $TSLA (-6.59%) 167,85€ (🔽 -3,67%)
🟩 Most traded $UN01 6,68€ (🔼 +24,51%)
🟥 S&P500, 3.946,54 (🔽 -0,47%)
🟥 DAX, 14.388,50 (🔽 -0,30%)
🟥 Bitcoin ₿, 15.664,87€ (🔽 -0,43%)
Time: 17:30 CEST
Quarterly figures on 03.11.2022...
Feel free to leave a follow, because...⤵️
...at 5,000 followers there will be together with getquin, a small thank you for the community. But this post could already be created tomorrow. I look forward to it! On to today's quarterly numbers. In this post that I post every morning, I had announced what was happening today:
https://app.getquin.com/activity/ydggsOLkpb?lang=de&utm_source=sharing
$SBUX (-1.15%)
Starbucks:
Beat analyst estimates of $0.73 in the fourth quarter with earnings per share of $0.81. Revenue of $8.4 billion beat expectations of $8.33 billion.
$PYPL (-0.29%)
PayPal:
Beats analyst estimates of $0.96 in the third quarter with earnings per share of $1.08. Revenue of $6.85 billion beats expectations of $6.82 billion.
$DBX (+0.5%)
Dropbox:
Beat analyst estimates of $0.38 in the third quarter with earnings per share of $0.43. Revenue of $591 million exceeded expectations of $586.15 million.
$DASH (+0.95%)
DoorDash:
Missed analyst estimates of -$0.55 in the third quarter with earnings per share of -$0.77. Revenue of $1.7 billion exceeded expectations of $1.62 billion.
$GPRO (-12.26%)
GoPro:
Beat analyst estimates of $0.17 in the third quarter with earnings per share of $0.19. Revenue of $305 million exceeded expectations of $298.85 million.
$MSI (+0.4%)
Motorola Solutions:
Beats third-quarter analyst estimates of $2.88 with earnings per share of $3.00. Revenue of $2.37 billion beats expectations of $2.31 billion.
$HOT (-0.22%)
Hochtief:
Reached sales of 7.18 billion euros in the third quarter, up from 5.32 billion a year earlier, and earned 115 million euros on the bottom line, up from 99.8 million a year earlier. Order intake on a comparable basis was 6.5 billion (prior year 7.5 billion).
$K (+0.35%)
Kellogg Co:
Surpassed analysts' estimates of $0.97 in the third quarter with earnings per share of $1.01. Sales of $3.95 billion exceeded expectations of $3.77 billion.
$RCL (+2.02%)
Royal Caribbean Cruises Ltd:
Beat analyst estimates of $0.19 in the third quarter with earnings per share of $0.26. Revenue of $3 billion exceeded expectations of $2.99 billion.
$UAA (+0.11%)
Under Armour Inc:
Second-quarter earnings per share of $0.20 beat analyst estimates of $0.10. Revenue of $1.57 billion exceeded expectations of $1.42 billion.
$W (+3.72%)
Wayfair Inc:
Missed analyst estimates of -$2.05 in the third quarter with earnings per share of -$2.11. Revenue of $2.8 billion below expectations of $2.82 billion.
$PTON (-1.63%)
Peloton Interactive Inc:
Missed analyst estimates of -$0.64 with first-quarter earnings per share of -$1.20. Revenue of $616.5 million below expectations of $637.07 million.
$DDOG (+1.02%)
Datadog Inc:
Third-quarter earnings per share of $0.23 beat analyst estimates of $0.16. Revenue of $437 million exceeded expectations of $415.07 million.
$MRNA (+2.24%)
Moderna Inc:
Missed analyst estimates of $4.81 in the third quarter with earnings per share of $2.53. Revenue of $3.36 billion below expectations of $4.63 billion.
$CROX (+0.1%)
Crocs Inc:
Missed analyst estimates of $2.62 in the third quarter with earnings per share of $2.50. Revenue of $985.1 million exceeded expectations of $942.52 million.
$IRM (-2.58%)
Iron Mountain Inc:
Third-quarter earnings per share of $0.48 beat analyst estimates of $0.44. Sales of $1.29 billion below expectations of $1.31 billion.
$SBS (-0.23%)
STRATEC:
Posts Q1-3 sales of €207.7 million (preliminary: €207.7 million), adjusted EBIT margin of 18.3% (preliminary: 18.3%), and net income (adjusted) of €29.5 million (PY: €40.6 million). Outlook confirmed.
$BOSS (-5.03%)
HUGO BOSS:
Achieves Q3 sales of €933 million (PY: €755, analyst forecast: €903.4 million), EBIT of €92 million (PY: €85 million, forecast: €88.1 million) and net income of €58 million (PY: €53 million, forecast: €56.6 million). In the outlook for 2022, the company now expects sales of €3.5 to €3.6 billion (previous: €3.3 to €3.5 billion) and EBIT of €310 to €330 million (previous: €285 to €310 million).
$SGL (-3.98%)
SGL CARBON:
Achieves Q1-3 sales of €853.9 million (previous year: €743.5 million), Ebitda (adjusted) of €136.1 million (previous year: €108.5 million) and net income after minorities of €70.6 million (previous year: €42.6 million). Forecast confirmed.
$PFV (-0.65%)
Pfeiffer Vacuum:
Achieves Q1-3 order intake of €866.5 million (preliminary: €866.5 million), sales of €668.7 million (preliminary: €668.7 million), EBIT of €94 million (preliminary: €94 million) and net income of €66.6 million (PY: €52.1 million). October 17 forecast for revenue and Ebit margin confirmed.
$HNR1 (-2.23%)
Hannover Re:
Achieves 3. Gross premiums written of €8.91 billion (PY: €7.15 billion, analyst forecast: €8.02 billion), combined ratio of 99.6% (PY: 101.5%, forecast: 99.6%), investment result of €400.3 million (PY: €491.1 million), an Ebit of €408.9 million (PY: €324.5 million, forecast: €399 million) and a net profit of €221.9 million (PY: €185.4 million, forecast: €311 million). In the outlook for 2022, the company sees net income in the lower range of €1.4 billion to €1.5 billion, profit target for 2022 remains achievable.
$UN01
Uniper:
Achieves 1st to 3rd. Quarter net result of -€40 billion (PY: -€4.8 billion), net loss includes €10 billion realized costs for replacement volumes; economic net debt at €10.91 billion (PY: €0.324 billion), net loss includes €31 billion expected losses and provisions; adjusted net loss of -€3.22 billion (preliminary: -€3.2 billion, prior year: +€0.487 billion), adjusted EBIT of -€4.75 billion (preliminary: -€4.8 billion, prior year: +€0.614 billion). Concrete earnings forecast currently impossible for the time being.
$O2D (+1.1%)
Telefonica Germany:
Achieves Q3 sales of €2.085 billion (PY: €1.967 billion, analyst forecast: €2.030 billion), service sales of €1.47 billion (PY: €1.42 billion), adjusted OIBDA of €642 million (PY: €613 million, forecast: €640.5 million). In the outlook for 2022, sales and OIBDA are now expected to be in the "lower mid-single-digit percentage range" compared to the previous year (previously: in the "low mid-single-digit percentage range").
$BMW (-0.59%)
BMW:
Reports Q3 sales of €37.18 billion (PY: €27.47 billion, analysts' forecast: €35.53 billion), EBIT of €3.68 billion (PY: €2.88 billion, forecast: €3.5 billion), EBT of €4.1 billion (PY: €3.42 billion) and net income of €3.18 billion (PY: €2.58 billion). Outlook confirmed.
$ZAL (-1.46%)
Zalando:
Achieves Q3 revenues of €2.34 billion (PY: €2.28 billion), Ebit (adjusted) of €13.5 million (PY: €9.8 million) and net result of -€35.4 million (PY: -€8.4 million); number of active customers grows by 8% and exceeds 50 million for the first time. Outlook confirmed.
$COP (-3.73%)
CompuGroup:
Posts Q1-3 revenue of €802 million (preliminary: €802 million), Ebitda of €166 million (preliminary: €166 million) and net income of €59.8 million (PY: 56.6 million). Outlook confirmed.
$RAA (+0.45%)
RATIONAL:
Achieves Q3 sales of €274.2 million (PY: €207 million, analyst forecast: €270 million), Ebit of €70.3 million (PY: €49.7 million, forecast: €64.4 million), Ebit margin of 25.6% (PY: 24.0%) and net income of €53.8 million (PY: €37.8 million). Forecast confirmed.
$KCO (-1.05%)
Klöckner & Co:
Achieves 3rd quarter sales of €2.37 billion (PY: €2.0 billion), Ebitda (adjusted) of €16 million (PY: €277 million) and net result of -€22 million (PY: +€185 million). Outlook confirmed.
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