Crocs. Inc.

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Insight Report | July 28, 2022 Premium

Supply Chain Briefing: Freight Rates Abate but Domestic Distribution Doubts Arise

We examine the stabilizing of international freight rates, continued challenges within the domestic US distribution chain and the broader impact of the G7 nations’ forthcoming ban on Russian gold.

Insight Report | July 4, 2022 Premium

Apparel Brands and Retailers Increase Capital Expenditures, Focusing on Supply Chain and Stores

We explore capital expenditures by apparel brands and retailers in 2022, identifying key investment areas among selected companies in the Coresight 100.

Deep Dive | June 24, 2022 Premium

US Womenswear Retailing: The Return of Occasion Wear Fuels $278 Billion Market

We analyze the US womenswear market, covering its size, growth factors and the competitive landscape. We also discuss what and where consumers are shopping, as well as key themes we are watching—including the recovery of occasion wear and the opportunities in plus-size and adaptive apparel.

Deep Dive | June 22, 2022 Premium

1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient

We analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | May 11, 2022 Premium

Earnings Insights 1Q22, Week 2: Crocs, Estée Lauder, Floor & Decor and Gildan Post Strong Results

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 8, 2022, namely Carter’s, the Clorox Company, CVS Health and Estée Lauder, among others.

Deep Dive | March 28, 2022 Premium

4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers

We analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Store Tracker | March 2, 2022 Premium

US Store Tracker Extra, February 2022: US Retailers To Open 41 Million Square Feet of Retail Space in 2022

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 25, 2022, versus the comparable period in 2021.

Store Tracker | February 25, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 8: Year-to-Date US Openings Outnumber Closures Two to One

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Balenciaga, Hobby Lobby and Whole Foods Market in the US and Bensons for Beds, New Look and Wren Kitchens in the UK.

Insight Report | February 23, 2022 Premium

Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under Armour

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 20, 2022: Crocs, Under Armour and Walmart.