bleonard

The Crux of Crocs' Valuation

I agree with your analysis. There is no way that Crocs can grow enough to justify the valuation. I believe that this year will be peak earnings. I believe that Crocs will warn sometime in the next 6 months. They are already sold everywhere in the US, Big Box, mom & pops, Hallmark stores, grocery, marinas, etc. Knock offs are coming out in droves at a fraction of the price, can already buy on EBAY for below retail price. This is a fad that will fade.