Crocs, Inc. (CROX)

Look for M&A

Been best seller on amazon.co.uk for ages!

We understand CROX my not be the best ran company out there but the darn things are sure easy on the feet.

Low P/E. Some people still wear it.

Can't wait till the pump starts. If it rises with negative press, imagine what it can do with positive press.

I've never thought this company could bounce back. I have a feeling they'll do well in the winter months too.

They are so popular among kids and overseas consumers. With such a high gross margin, the company is very likely to turnaround even if their sales plunge by 30%. After all, they generate most of their sales from wholesaling. The company is going through a massive restructuring by cutting staffs and consolidating distribution center. The new CEO said the savings from restructuring will be flow through to P&L by the end of this year, and the company should be able to register next year.
New management usually guided the market with conservative forecast, so that it is easier for them to beat expectation & impress board of directors and shareholders.

Cutting costs and continuing to revitalize the brand. People are continuing to buy them including children - bodes well for the future. The volatility is awesome. There will be false starts, but when they ultimately turn the corner it will be turbocharged.

new products, over seas sales

i wear these at work

I'll admit i bought too high. "Prepair" for a turnaround with the new line of athletic recovery footwear.

everyone who owns them loves them. but why are they soo low.

2.000

CROX is trading below its book equity value. Under normal cirumstances, I'd say this comany was a prime candidate for a takeover. But who has the cash these days?

Even with the economic slowdown, this company is by far the number one sandal maker in the world. Go to Amazon and look at "Best Sellers" under "All Shoes." Crocs has three of the top ten.

The hits to net income in recent quarters have been due to restructuring charges and inventory write-downs (unwarranted, in my opinion) as much as lower sales volume. Incidentally, the poor third quarter sales are more the result of retailers carrying less inventory than a decrease in demand.

Additionally, the price point for most of their products is low (i.e. <$50). I'm not saying they're "recession-proof," simply that their sales won't be as affected as Deckers (Ugg) or even Nike. This year, there will be lots of people looking for gifts under $50.

Rediculous valuation right now. Unless this company goes under, which is a low probablity, this stock will be above 10 dollars in no time.

q

Used Cigar Butt.

Book Value = $459 million

Market Cap = $149 million

This is a clearance sale.

Waiting for the Buy Out?
New 2009 product line, increase in sale should bring it back to $5.00 a share (max).