Crocs Q3: The Main Business Seems To Be Fine, Speculative Opportunity

Crocs (NASDAQ: CROX ) released 3Q24, including updated guidance for FY24 and some sneak peeks into FY25. Despite growth in Crocs, the market didn't like the results, probably because of the loss in operating margin (expected to be worse in FY25) and late HeyDude turnaround, leadingLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understa ...