Crocs (CROX) Stock Forecast & Price Target

Crocs Inc. has experienced a notable increase in search interest for clogs, which rose by 61% over the past year, reflecting growing consumer demand for its product category. Despite a year-over-year decline in topline revenue, Crocs North America managed to increase its gross profit dollars, indicating stability in its core domestic market. The overall clogs market in the U.S. has been growing at double-digit rates since 2022, with expectations for continued growth through 2025, suggesting a favorable environment for Crocs's future performance.

Crocs Inc.'s 4Q25 revenue guidance forecasts an 8% year-over-year decrease, indicating projected revenues of $913.7 million, which falls short of prior estimates and reflects stagnation in clog sales, a primary revenue driver. A predicted 12% decline in North American sales for 2025, attributed to reduced discounting practices, signals potential long-term demand headwinds and competitive pressures within the footwear market. Additionally, expected tariff impacts and strategic shifts in marketing efforts may further constrain the company, resulting in a lowered EPS estimate for 2026 and raising concerns about overall sales performance in the coming periods.