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Here's What Key Metrics Tell Us About Crocs (CROX) Q3 Earnings

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For the quarter ended September 2026, Crocs (CROX - Free Report) reported revenue of $1.04 billion, up 4.7% over the same period last year. EPS came in at $3.69, compared to $2.92 in the year-ago quarter.

The reported revenue represents a surprise of +3.74% over the Zacks Consensus Estimate of $1 billion. With the consensus EPS estimate being $3.31, the EPS surprise was +11.48%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Crocs performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Revenues- International: $434.35 million versus $416.63 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.8% change.
  • Geographic Revenues- North America: $438.37 million versus $433 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2.1% change.
  • Revenues- Crocs Brand: $872.72 million versus the three-analyst average estimate of $847.95 million. The reported number represents a year-over-year change of +4.4%.
  • Revenues- HEYDUDE Brand: $169.86 million versus the three-analyst average estimate of $158.48 million. The reported number represents a year-over-year change of +6.1%.
  • Revenues By Channel- HEYDUDE Brand- Wholesale: $79.09 million versus $64.27 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14% change.
  • Revenues By Channel- Crocs Brand- Direct-to-Consumer: $510.36 million versus the two-analyst average estimate of $477.47 million. The reported number represents a year-over-year change of +8.2%.
  • Revenues By Channel- HEYDUDE Brand- Direct-to-Consumer: $90.78 million versus the two-analyst average estimate of $94.2 million. The reported number represents a year-over-year change of +0.1%.
  • Revenues By Channel- Crocs Brand- Wholesale: $362.37 million versus $372.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.6% change.
  • Non-GAAP Gross Margin- HEYDUDE Brand: 45.8% versus 44.4% estimated by two analysts on average.
  • Non-GAAP Gross Margin- Crocs Brand: 63.4% versus 63.1% estimated by two analysts on average.

View all Key Company Metrics for Crocs here>>>

Shares of Crocs have returned +2% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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