Jae Jun

Parsing Crocs' Income Statement

@Rovian
Margins tell a lot of about the company strategy. It may be superficial to some, but to the majority it is a vital aspect to measure and scrutinize.

@Johnny D
I agree. In the end, it is only a has been product.

Parsing Crocs' Income Statement

The problem with the company is that they have only one product. No matter how many doctors recommend the shoe, there is no way it can help to make up the numbers.

As people have mentioned, the shoes are so easily copied and the company itself has 0 moat.

You can bet that the shoe is not a fad, but from a business perspective its terrible.

If you had the opportunity of being the CEO of CROX or NIKE or DECKS which one would you choose?