Crocs' big bet on personalization paid off. Here's how it happened - and what investors are keeping an eye on now.
1. Crocs' revenue climbed from $1.4 billion to $2.3 billion in two years. 2. The company's operating margin improved from 17.2% to 29.8% since 2020. 3. Crocs embraced unique branding, shifting focus to self-expression and personalization. 4. HeyDude brand acquisition faces challenges with declining sales and FTC allegations. 5. A new 46% tariff on Vietnam production poses uncertainty for Crocs.