Latest news with #HEYDUDE
Yahoo
a day ago
- Business
- Yahoo
Don't Sleep on Crocs: The Market's Comfiest Clog Is a Value Play
Crocs shows financial strength with expanding margins despite flat revenue, as its core brand grows internationally by 2.4%. HEYDUDE continues to struggle with a 9.8% revenue drop, creating uncertainty in Crocs' two-brand strategy. Potential tariffs on Chinese goods threaten Crocs' Asian manufacturing base, creating cost pressure that could erode its improved margins. 10 stocks we like better than Crocs › Crocs (NASDAQ: CROX) might carry the stigma of foam clogs and pop-culture punchlines, but the company's financials are nothing to laugh at. In Q1 2025, Crocs reported revenue of about $937 million, essentially flat year over year. On paper, that may not sound like much. But dig deeper, and you'll find a company expanding margins, growing profits, and navigating supply chain uncertainty with precision. The shoe stock is still down about 24% year over year, but with earnings growth and strategic resilience in hand, could Crocs be growing into a bigger size? Let's see how it measures up. Crocs doesn't sell just one brand, but two: the original Crocs and the newer HEYDUDE. We can think of the company as running a race with two different shoes. One is a proven performer; the other is still getting broken in. The stronger fit is the original Crocs brand, which has demonstrated consistent revenue growth over recent quarters. In Q1 2025, revenues increased by 2.4% year over year to $762 million, with international markets like China and Western Europe driving double-digit gains that offset softer U.S. wholesale demand. Lower product costs and a smarter customer mix for the brand helped lift adjusted gross margins for the enterprise to 57.8%, up 180 basis points from a year ago. In other words, the Crocs isn't just growing: It's getting more efficient with every sale. Operationally, then, the Crocs brand is moving with purpose. But the other shoe -- HEYDUDE -- is a bit more problematic. Acquired for $2.5 billion in 2022, HEYDUDE was meant to extend Crocs' dominance into casual footwear. Instead, it's become a source of uncertainty. Revenue fell 9.8% in Q1 to $176 million, with sales at department stores and third-party retailers falling 17.9%. At the same time, HEYDUDE saw some growth selling directly from its own website and stores (about 8.3%). That traction, however, hasn't been enough to steady the brand, nor convince investors that it's ready to carry its share of the weight. One of the biggest storylines from Q1 wasn't a number. It was the lack of one. Crocs pulled its full-year 2025 guidance, pointing to macro uncertainty and rising trade tensions. New U.S. tariffs on goods from China could drive up production costs, and with much of Crocs' manufacturing still based in Asia, the company is playing it safe. It's not ideal, but Crocs isn't the only one bracing for impact. Sketchers withdrew full-year guidance in April, Adidas refrained from raising its 2025 financial forecast despite strong first-quarter results, and Deckers warned that tariffs could cost up to $150 million in fiscal 2026. Retailers across the board are hedging toward visibility, which could make shoe stocks like Crocs more volatile for the next few quarters. The upside? Crocs has pricing power. Its products are distinct, popular, and affordable enough that customers won't likely balk at a modest price hike. That said, pricing power only matters if Crocs protects its margins, which is something investors should watch closely. Crocs has built momentum on culture as much as comfort. And, right now, the culture is still buying. TikTok trends, celebrity nods, and a shift toward more versatile casual wear have all worked in Crocs' favor. But fashion is fickle, and Crocs is playing a careful game. It ended Q1 with $166 million in cash and cut its debt by nearly $250 million. Capital spending, though, came in at just $15 million, a modest figure compared to peers. Crocs is still digesting the HEYDUDE acquisition, which limits how aggressively it can reinvest elsewhere. The brand is still trending, and the balance sheet looks stable. But in this industry, staying fashionable might demand a bit more risk than what Crocs is currently taking. True, not everyone's a fan of Crocs' aesthetic. But investors don't have to wear them to appreciate the numbers: rising earnings, solid margins, and a surprisingly low multiple. At the time of writing (May 26, 2025), Crocs trades at around 6.8 times trailing earnings, meaning investors are paying just under $7 for every $1 of earnings. That's pretty cheap by almost any standard, especially when compared against Sketchers (14.9), Deckers (20), and Adidas (38). To be sure, those companies are bigger, with broader product lines and a global scale to match. But that's exactly what makes Crocs' lower multiple so compelling. For a company that is still growing earnings, expanding margins, and riding a consumer wave, this kind of valuation suggests that investors may be overlooking its potential. The stock comes with scuff marks you shouldn't ignore: Tariffs could eat into profits, and HEYDUDE still needs to catch up. But if Crocs' fundamentals continue to hold up, today's low valuation may not last. For long-term investors who believe Crocs can stay relevant, now might be a smart time to buy in. Before you buy stock in Crocs, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Crocs wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Steven Porrello has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Deckers Outdoor. The Motley Fool recommends Crocs and Skechers U.s.a. The Motley Fool has a disclosure policy. Don't Sleep on Crocs: The Market's Comfiest Clog Is a Value Play was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Daily Mail
a day ago
- Entertainment
- Daily Mail
Sydney Sweeney strips off for hot new fashion shoot
posed for a risqué shoot for HEYDUDE shoes' country-themed campaign. The actress, 27, embraced her inner cowgirl in a series of snaps which were shared to hers and the brand's Instagram page. In one image, she flaunted her toned frame while wearing a tan-colored bodysuit as well as a dark brown cowgirl hat. Sydney slipped into a pair of $64.99 Stretch Sox shoes while spending time on the sandy shore of a scenic beach. The actress crouched down on a colorful towel while a radio was propped up directly behind her. She later posed in one of the chairs for a picture that had the words 'Wish You Were Here' printed in white lettering followed by 'In HEYDUDE Country.' Sydney was later pictured on top of a horse while wearing a white tank top and denim shorts. A short reel for the campaign showed the star about to drive a green tractor truck while a red bandana was tied around her neck. Her tank top also had the words 'Wish You Were Here' in red lettering as she began to drive on the sand. An additional clip showed the actress strolling towards the camera in a tan bodysuit as she said: 'You can take the dude out of the country, but you can't take the country out of the dude.' The camera then quickly zoomed out to show that the star was actually walking along the sandy shore of an ocean. Sweeney also filmed a selfie video near the water, she said: 'I'm such a country dude, I like to rev an engine wherever I go.' The video cut to the actress wearing a white shirt and a cream-colored hat as she added: 'I'm such a country dude, I taught my guy friends how to change a tire.' And while back by the water she continued: 'I'm such a country dude, I wear overalls more than dresses.' Horse girl: In other pics Sydney posed on top of a white horse in blue denim shorts Fury friend: Sydney's German Shepherd puppy Sully Bear was also on set for the shoot Sydney's German Shepherd puppy, Sully Bear, also joined the actress on the set of the lighthearted shoot. The adorable dog could be seen sitting on top of the star's lap as they lounged on the tractor in the shade. In the caption of her post, she wrote: 'Sully living his best life in @heydude country.' The actress adopted the dog a few months earlier in April after calling off her engagement with Jonathan Davino. Her appearance in the latest HEYDUDE campaign comes shortly after she opened up about filming nude scenes for her recent W Magazine cover. The actress has stripped down in shows such as Euphoria - where she plays the role of Cassie. However, Sydney revealed that she does not get nervous for those specific scenes and added that she feels the female body is a 'very powerful thing.' She said: 'I don't get nervous...I think that the female body is a very powerful thing. 'And I'm telling my character's story, so I owe it to them to tell it well and to do what needs to be done.' Sydney previously talked about filming nude scenes and being perceived as a 'sex symbol' during an interview with The Hollywood Reporter in 2022. She said: 'People forget that I'm playing a character, they think, "Oh, she gets naked onscreen, she's a sex symbol". 'And I can't get past that. I have no problems with those scenes, and I won't stop doing them, but I wish there was an easier way to have an open conversation about what we're assuming about actors in the industry.'
Daily Mail
2 days ago
- Entertainment
- Daily Mail
Sydney Sweeney strips off for risqué new shoot after opening up about nude scenes
Sydney Sweeney posed up a storm in a risqué shoot for HEYDUDE shoes' country-themed campaign. The Euphoria actress, 27 - who recently got candid about filming nude scenes - embraced her inner cowgirl in a series of snaps which were shared to both hers and the brand's Instagram page. In one image, the beauty flaunted her toned frame wearing a tan-colored bodysuit as well as a dark brown cowgirl hat on top of her blonde locks. She slipped into a pair of $64.99 Stretch Sox shoes while spending time on the sandy shore of a scenic beach. Sweeney crouched down on a colorful towel while a radio was propped up directly behind her. The beauty later posed in one of the chairs for a picture that had the words 'Wish You Were Here' printed in white lettering followed by 'In HEYDUDE Country.' In one image, the beauty flaunted her toned frame wearing a tan-colored bodysuit as well as a dark brown cowgirl hat on top of her blonde locks Sydney was later pictured on top of a horse as she sported a white tank top as well as denim shorts. A short reel for the campaign showed the star about to drive a green tractor truck while a red bandana was tied around her neck. Her tank top also had the words 'Wish You Were Here' in red lettering as she began to drive on the sand. An additional clip showed the actress strolling towards the camera in the tan bodysuit as she said, 'You can take the dude out of the country, but you can't take the country out of the dude.' The camera then quickly zoomed out to show that the star was actually walking along the sandy shore of an ocean. Sweeney also filmed a selfie video near the water as she expressed, 'I'm such a country dude, I like to rev an engine wherever I go.' The video cut to the actress wearing a white shirt and cream-colored hat as she added, 'I'm such a country dude, I taught my guy friends how to change a tire.' And while back by the water, the beauty continued, 'I'm such a country dude, I wear overalls more than dresses.' Sydney's German Shepherd puppy named Sully Bear also joined the actress on the lighthearted shoot. The adorable dog could be seen sitting on top of the star's lap as they lounged on the tractor in the shade. In the caption of her post, she penned to her followers: 'sully living his best life in @heydude country.' The Anyone But You actress adopted the dog a few months earlier in April after calling off her engagement from Jonathan Davino. Her appearance in the latest HEYDUDE campaign comes shortly after the beauty opened up about filming nude scenes for her recent W Magazine cover. The actress has stripped down in shows such as Euphoria - where she plays the role of Cassie. However, Sweeney revealed that she does not get nervous for those specific scenes and added that she feels the female body is a 'very powerful thing.' 'I don't get nervous...I think that the female body is a very powerful thing,' she explained. 'And I'm telling my character's story, so I owe it to them to tell it well and to do what needs to be done.' Sydney previously talked about filming nude scenes and being perceived as a 'sex symbol' during an interview with The Hollywood Reporter in 2022. 'People forget that I'm playing a character, they think, "Oh, she gets naked onscreen, she's a sex symbol,"' the actress said. 'And I can't get past that. I have no problems with those scenes, and I won't stop doing them, but I wish there was an easier way to have an open conversation about what we're assuming about actors in the industry.' Sweeney has been keeping busy and recently took on a role in the Apple TV+ thriller Echo Valley - alongside cast members such as Julianne Moore, Domhnall Gleeson, Fiona Shaw, Kyle MacLachlan and Edmund Donovan. The movie officially dropped on the streaming site last week on June 13 following Sydney taking part in a press tour. She turned heads wearing a halter-styled light blue gown at the London premiere of Echo Valley earlier this month - and was accompanied by her rarely-seen brother Trent. The pair walked the red carpet together and also paused for memorable snaps ahead of the screening. The siblings also were spotted making an appearance at an after party the same evening in the bustling city. Sweeney has also taken on a role in The Housemaid - which was directed by Paul Feig - and is an adaptation of the 2022 novel of the same name written by Freida McFadden. The premise, 'Follows a struggling woman who is happy to start over as a housemaid for an affluent, elite couple,' per IMDB.
Yahoo
10-06-2025
- Business
- Yahoo
CROX Q1 Earnings Call: Tariff Uncertainty Drives Guidance Withdrawal as Brand Investments Continue
Footwear company Crocs (NASDAQ:CROX) beat the market's revenue expectations in Q1 CY2025, with sales flat year on year at $937.3 million. Its non-GAAP EPS of $3 per share was 20.6% above analysts' consensus estimates. Is now the time to buy CROX? Find out in our full research report (it's free). Revenue: $937.3 million (flat year on year) Adjusted EPS: $3 vs analyst estimates of $2.49 (20.6% beat) Operating Margin: 23.8%, in line with the same quarter last year Constant Currency Revenue rose 1.4% year on year (6.9% in the same quarter last year) Market Capitalization: $5.69 billion Crocs' first quarter results were shaped by contrasting trends in its brand portfolio and proactive cost management amid industry volatility. CEO Andrew Rees pointed to double-digit international growth for the Crocs brand and stabilization in HEYDUDE's direct-to-consumer channel as key positives, while acknowledging that U.S. wholesale softness and deliberate inventory controls impacted topline growth. Rees highlighted the success of new product launches and digital campaigns, especially in Asia, as drivers of engagement. He also noted, 'We have identified approximately $50 million of additional savings to be realized in 2025 and we are continuing to evaluate potential actions for future savings.' Looking ahead, Crocs is operating without formal guidance due to unpredictable tariff dynamics and broader macro uncertainties. Management stressed that their sourcing mix and pricing strategies will be critical levers to offset potential cost pressures, particularly if tariffs escalate or remain volatile. CFO Susan Healy explained that the company is 'pursuing three primary levers to mitigate any potential impact of tariffs in the short and longer term: adjusting our sourcing mix into the U.S.; further reducing costs; and evaluating potential price increases.' Management also emphasized continued investment in marketing and digital channels to support both brands globally, but cautioned that consumer demand could soften if higher prices become widespread across the industry. Management attributed the quarter's performance to international expansion, product innovation, and digital marketing, while cost control actions addressed external pressures. International growth drives Crocs brand: Crocs brand delivered double-digit growth internationally, with China revenue up more than 30% year over year. New product launches and tailored marketing campaigns, such as the BAE relaunch with a global celebrity, boosted engagement and store traffic in key regions. HEYDUDE stabilizing in DTC: The HEYDUDE brand saw 8% growth in its direct-to-consumer channel, aided by refreshed product assortments and targeted influencer campaigns. While wholesale declined, management cited improved traction in digital and new retail formats as evidence of progress in stabilizing the brand. Cost savings initiatives enacted: The company identified $50 million in additional cost savings, focusing on SG&A (selling, general, and administrative expenses) reductions to offset macro and tariff-related headwinds. Management is actively evaluating further savings opportunities as conditions evolve. Social commerce and digital focus: Crocs continues to prioritize social-first marketing strategies, leveraging platforms like TikTok Shop, which contributed to the brand being ranked as the top footwear brand on the platform in the quarter. Digital campaigns and limited-edition collaborations drove high levels of new customer acquisition. Tariff and sourcing response: Facing new U.S. tariffs and related uncertainties, Crocs is rapidly adjusting its sourcing mix away from China and remains agile in shifting production to other regions. Management provided frameworks for potential tariff cost impacts and reiterated its preparedness to further diversify sourcing if needed. Management's outlook centers on navigating trade policy changes and maintaining brand momentum through strategic investments and cost actions. Tariff exposure and mitigation: Crocs' future profitability is heavily influenced by evolving tariff policies, especially for goods sourced from China and Vietnam. Management is diversifying its sourcing and indicated readiness to shift production within six to twelve months if higher tariffs persist, while also considering targeted price increases to protect margins. Sustained marketing and innovation: The company plans to maintain elevated marketing spend to reinforce consumer engagement, particularly in international markets and new product categories such as sandals. Continued investment in digital and influencer-driven campaigns is expected to support both brand relevance and customer acquisition. Inventory and wholesale discipline: Crocs and its retail partners are planning inventory and order volumes conservatively to avoid channel oversupply amid uncertain demand. Management is prioritizing brand health and is prepared to accept lower unit sales in the near term if necessary to preserve pricing and brand positioning. In upcoming quarters, the StockStory team will be watching (1) the effectiveness of Crocs' tariff mitigation strategies and rapid sourcing adjustments, (2) continued growth in international markets, especially China and Western Europe, and (3) the sustainability of HEYDUDE's direct-to-consumer recovery. The ability to balance cost control with ongoing investment in marketing and innovation will also be closely monitored as a marker of execution. Crocs currently trades at a forward P/E ratio of 8.1×. Should you double down or take your chips? The answer lies in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. 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Daily Mail
31-05-2025
- Business
- Daily Mail
Sydney Sweeney trolls bathwater soap critics as she's seen for first time since 'creepy' collaboration emerged
Some Sydney Sweeney fans have not reacted warmly to her latest brand partnership — a limited-edition Dr. Squatch soap bar containing her used bathwater. The Spokane, Washington-bred actress announced the item, called Bathwater Bliss, on Thursday, sparking backlash from her 25 million Instagram followers who called the product 'weird' and 'gross.' And on Friday, she subtly trolled the critics as she stepped out in a white bathrobe while on set for a campaign with HEYDUDE shoes. According to the Squatch brand, the soap contains actual droplets of Sydney's used bathwater. It's meant to be a nod to her Pacific Northwest roots and a cheeky answer to the internet's obsession with the blonde bombshell, per GQ. Some Sydney Sweeney fans have not reacted warmly to her latest brand partnership, a limited-edition Dr. Squatch soap bar containing her used bathwater. On Friday she subtly trolled the critics as she stepped out in a white bathrobe while on set for a campaign with HEYDUDE shoes In Thursday's social media post, Sydney wrote in the caption, 'You kept asking about my bathwater after the @drsquatch ad… so we kept it. 'Introducing Sydney's Bathwater Bliss! A very real, very limited-edition soap made with my actual bathwater. Available on 6/6/25 at ✨.' One fan wrote under the photo of the product — which features an animation of the beauty — 'Sydney honey I love you but I don't know about this.' In her interview with GQ, the Euphoria sensation said, 'I honestly think it's a really fun, full-circle moment, because fans always joke about wanting my bathwater…' Plugging the soap, she described, 'It's super soft, it's really pretty. I'm looking at it right now. It's marbly and has blues and a little bit of brown in it.' She also explained how Dr. Squatch managed to get her bathwater into the cleansing bar. 'When we were at the [Dr. Squatch] shoot, they had a tub for me. And I actually got in there and I took some soap, and we had a nice little bath and they took the water,' she explained. 'So it's my real bathwater. I wanted to have it lean towards my home roots, so there's this really outdoorsy scent of, like, pine and earthy moss and fir. So it smells super manly. But then there's some city bathwater mixed in.' Amid the pushback, one delighted fan joked in a comment, 'Thanks, I'll take 100,' and collected nearly 3,000 likes. Someone else wrote facetiously, 'This is edible, right?' Others were in disbelief, with one social media user commenting, 'no way this is a real thing.' Meanwhile, another wrote, 'Hey, so let's be serious,' while a different person begged, 'Can we not normalize this.' In October 2024, Sweeney starred as the Dr. Squatch's sultry Body Wash Genie to promote its Natural Body Wash line. 'Hello you dirty little boys, are you interested in my body... wash?' she teased in the 30-second spot, which ignited the bathwater 'requests.' 'Well, you can't have it, because this isn't for boys. It's for men. This is Dr. Squatch Natural Body Wash with long-lasting, natural aromas like wood barrel bourbon, pine tar, coconut castaway, and fresh falls,' she recited. In conclusion, she promised, 'You'll finally get the attention you deserve, so go to today and quit being a dirty little boy!'
