STLPlace

Crocs: Bloated Inventory Caused Stock Slide

I believe the inventory is up $50 m or so (not $190 m) from end of Q3 2007.

That being said, the shorts are taking every opportunity to take it down and make a killing...

Crocs: Tripping on Its Own Brand

Not sure if the sales/cash flow (operating?) is a good metrics. Look at Under Armour, they got a negative cash flow number if you use that ratio.