“We have not disclosed our targets publicly, but India is prioritized as a Top 6 market for us globally,” Anne Mehlman, executive vice-president and brand president for Crocs Inc., told Mint in an interview. “India may not be a Top 6 market for us by revenue today, but we believe it will be a Top 6 market for us long-term. It has…all of the factors for an outsize revenue opportunity.” ...

从"硬核直男"群体中走出的法国鞋履品牌——萨洛蒙，近两年频频想要在女性群体中破圈。去年启用演员赵今麦担任"风尚代言 人"来，部分系列鞋子色彩越来越靓，营销上也越来越有Miu Miu味儿，还造了一个营销新词，叫"萨门少女"。 然而，当本来更适合越野、徒步的萨洛蒙，被更多穿进都市、写字楼、咖啡馆，来自新拓群体的吐槽和抱怨也多了起来，"磨 脚、很闷、美鞋变成了美丽刑具。"场景破圈变成了场景错位。老粉也不满意，认为"那个从前的你变了"。 萨门招生：有人入教，有人出逃 00后月月堪称萨洛蒙"蜈蚣精"。入坑两年，各种鞋型买了十多双。足底筋膜炎，让她对鞋的要求近乎苛刻，货比N家后，她认 准了萨洛蒙的足弓支撑——舒服得恰到好处。这也是很多扁平足共同推荐萨洛蒙的理由。 但穿着穿着，怨念越来越大："总共花一万多块买的漂亮鞋，全烂掉啦！" XA系列，穿一个月，脚后跟必烂；XT系列，左右脚趾处必破。月月苦口婆心劝诫"萨门"门口的排队者：千万别网购，一定要 去实体店，好歹三包期内还能换新。 对她来说，萨洛蒙就像是"美丽的废物"——好看是真好看，坏也是真容易坏。 无独有偶，95后歪歪入手一双Salomonboa滑雪鞋，樱花粉，少女心爆棚 ...

Core Viewpoint - The recent disclosure of holdings by Himalaya Capital, led by investor Li Lu, reveals a significant focus on technology stocks, particularly Google, which remains the largest position in their portfolio as of the end of 2025. Group 1: Holdings Overview - As of the end of 2025, Himalaya Capital holds shares in 8 U.S. listed companies, with a total market value of $3.57 billion (approximately 246 billion RMB) [1][11]. - Google's position is the largest, with a holding value exceeding $1.56 billion, accounting for 43.86% of the portfolio [3][12]. - The second and third largest holdings are Bank of America and Pinduoduo, valued at $573.73 million (16.08%) and $522.50 million (14.64%) respectively, with no changes in share quantities from the previous quarter [3][12]. Group 2: Investment Strategy - Li Lu's investment style is characterized by low turnover and a focus on high-quality companies, which is evident in the recent portfolio adjustments [2][12]. - In the fourth quarter of the previous year, Himalaya Capital initiated a position in Crocs, acquiring 628,159 shares valued at $53.72 million, while exiting energy stock Sable Offshore [1][8]. Group 3: Industry Trends - The technology sector is highlighted as a preferred choice among major private equity firms, with both Jinglin Asset and Dongfang Harbor also holding significant positions in Google [4][14]. - Google's financial performance for the fourth quarter of 2025 showed total revenue surpassing $400 billion for the first time, reflecting a 15% year-over-year growth, driven by advancements in AI technology and cloud services [4][15]. - The AI sector is experiencing rapid growth, with various subfields achieving commercial viability, suggesting a favorable outlook for investments in AI-related companies [6][16].

Core Insights - The article discusses the importance of understanding past performance as it relates to future investment decisions, emphasizing that historical data should not be solely relied upon for predicting future results [2][3] Group 1 - The article highlights that no specific investment recommendations or advice are provided, indicating a focus on educational content rather than direct financial guidance [2][3] - It mentions that the information presented is believed to be factual and up-to-date, but does not guarantee accuracy, suggesting a need for investors to conduct their own research [2][3] - The article clarifies that the views expressed may not reflect the opinions of the platform as a whole, indicating a diversity of perspectives among contributors [3]

THIS IS "THE CLOSE." ROMAINE: STOCKS GETTING SOME OF THEIR MOJO BACK. I'M ROMAINE BOSTICK. >> I'M KATIE GREIFELD.WE ARE KICKING OFF TO THE CLOSING BELL. SOME MOJO. THAT IS HIGHER THAN WHERE WE FINISH THE DAY.CONSIDER WE WERE A LITTLE BIT HIGHER SO IT LITTLE BIT OF AN ENTHUSIASM DRAIN, LEADING THE WAY. IT IS HIGHER BY ABOUT TWO BASIS POINTS. IT WAS A LITTLE BIT MORE HAWKISH THAN SOMEWHERE EXPECTING.AND BITCOIN BITCOIN DOWN ABOUT 2%. ROMAINE: WE WILL TALK ABOUT WHY WE ARE SEEING WEAKNESS IN STOCKS. A MAJOR DR ...

Core Viewpoint - Crocs (CROX) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates - The Zacks Consensus Estimate for Crocs indicates expected earnings of $13.22 per share for the fiscal year ending December 2026, showing no year-over-year change [8]. - Over the past three months, analysts have raised their earnings estimates for Crocs by 6.6% [8]. Zacks Rating System - The Zacks rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell), and has a strong track record of performance [7]. - The system maintains an equal proportion of "buy" and "sell" ratings across over 4,000 stocks, ensuring that only the top 20% receive a "Strong Buy" or "Buy" rating [9][10]. Market Implications - The upgrade to Zacks Rank 2 places Crocs in the top 20% of Zacks-covered stocks, suggesting potential for higher stock prices due to improved earnings outlook [10]. - Rising earnings estimates are expected to create buying pressure, leading to an increase in Crocs' stock price [5][6].

Core Insights - Investors in the Textile - Apparel sector should consider Crocs (CROX) and Lululemon (LULU) for potential value opportunities [1] Valuation Metrics - Crocs has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to Lululemon, which has a Zacks Rank of 3 (Hold) [3] - The forward P/E ratio for Crocs is 7.56, while Lululemon's forward P/E is 13.88, suggesting Crocs may be undervalued [5] - Crocs has a PEG ratio of 1.22, significantly lower than Lululemon's PEG ratio of 11.19, indicating better value relative to expected earnings growth [5] - Crocs has a P/B ratio of 4.01 compared to Lululemon's P/B of 4.65, further supporting Crocs' valuation advantage [6] - Based on these metrics, Crocs earns a Value grade of A, while Lululemon receives a Value grade of C [6] Earnings Outlook - Crocs is currently experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]

Core Concept - The campaign "Let Them Talk" by Crocs emphasizes self-expression and individuality through its Echo range, featuring Bollywood actor Siddhant Chaturvedi as the face of the campaign [1][4]. Campaign Overview - The Echo campaign is centered around the idea of embodying confidence in everyday moments, celebrating individuality through street style and personal expression [2][4]. - The campaign film showcases Siddhant Chaturvedi navigating various urban settings, highlighting the adaptability and bold design of the Echo footwear [3][4]. Creative Approach - The campaign was conceptualized by Homegrown, focusing on cultural relevance and individuality, with Siddhant's authentic presence enhancing the narrative [3][4]. - The film captures everyday moments of being oneself, reinforcing the message of confidence without seeking external validation [4][5]. Product Details - The Echo range features a bold, street-forward design, starting with the Echo RO Gum Clog, available in Black and Chalk, with plans for multiple product drops [4][5]. - The campaign launched on February 17, 2026, with a comprehensive rollout across digital, social, retail, and e-commerce platforms [5]. Company Background - Crocs, Inc. is a leader in innovative casual footwear, known for combining comfort and style, with products sold in over 85 countries [6].

Company Overview - Crocs designs and markets casual footwear and accessories, including clogs, sandals, slides, boots, and shoe charms, targeting a global customer base across approximately 85 countries [5][9] - The company utilizes a multi-channel distribution strategy, including wholesale distribution, company-operated retail stores, and e-commerce channels [5][9] Financial Performance - As of February 12, 2026, Crocs had a market capitalization of $5.27 billion and revenue for the trailing twelve months (TTM) was $4.04 billion, with a net income of -$81.20 million [3] - The company ended 2025 with strong holiday sales and reported earnings and revenue that exceeded expectations in Q4, resulting in a nearly 20% increase in stock price on February 12 [6][7] Investment Insights - Blueshift Asset Management sold 34,281 shares of Crocs for an estimated value of $2.87 million during Q4 2025, leaving them with 14,596 shares valued at $1.25 million [2] - The anticipated adjusted earnings per share for 2026 range from $12.88 to $13.55, significantly above the analysts' forecast of $11.89 per share, indicating strong momentum [10] - The company has made shareholder-friendly moves, including retiring $128 million in debt and repurchasing 10% of outstanding shares [7]

Core Insights - Crocs (CROX) reported flattish revenues in its fourth quarter, with both revenue and earnings exceeding expectations due to improved inventory management, growth in direct-to-consumer (DTC) sales, and stabilization of margins [1] Financial Performance - The core Crocs brand demonstrated stability, particularly in markets outside the United States [1]