Mar 31

Crocs Q1 2025 Earnings Report

Crocs reported better-than-expected Q1 results driven by strong performances in both the Crocs and HEYDUDE brands.

Key Takeaways

Crocs, Inc. delivered a resilient Q1 2025 performance with stable revenues and improved earnings, supported by higher margins and robust brand demand despite a volatile macroeconomic environment.

Total revenue was $937,333,000, nearly flat compared to the prior year.

Adjusted EPS held strong at $3.00, with GAAP EPS at $2.83.

HEYDUDE DTC channel grew 8.3% despite an overall revenue decline.

The company withdrew its full-year guidance due to global trade and consumer uncertainty.

Total Revenue
$937M
Previous year: $939M
-0.1%
EPS
$3
Previous year: $3.02
-0.7%
Gross Margin
57.8%
Previous year: 55.6%
+4.0%
Operating Margin
23.8%
Previous year: 24.1%
-1.2%
Adjusted Operating Margin
23.8%
Previous year: 27.1%
-12.2%
Gross Profit
$542M
Previous year: $522M
+3.7%
Cash and Equivalents
$166M
Previous year: $159M
+4.5%
Free Cash Flow
-$82.6M
Previous year: -$23.1M
+258.3%
Total Assets
$5.07B
Previous year: $4.8B
+5.6%

Crocs

Crocs

Crocs Revenue by Segment

Crocs Revenue by Geographic Location

Forward Guidance

The company withdrew its 2025 outlook due to increased uncertainty in the global trade and consumer environment.

Positive Outlook

  • Crocs brand grew revenue by 2.4% year-over-year.
  • International revenue increased 8.9%.
  • HEYDUDE DTC revenues rose by 8.3%.
  • Adjusted gross margin improved to 57.8%.
  • Company remains within its net leverage target range.

Challenges Ahead

  • Total revenue was flat year-over-year.
  • Operating income decreased by 1.5%.
  • HEYDUDE brand revenue declined 9.8%.
  • Wholesale revenues declined overall.
  • 2025 financial guidance has been withdrawn due to uncertainty.

Revenue & Expenses

Visualization of income flow from segment revenue to net income