Crocs: Rising Demand, Strong Profits, And A Discounted Stock Price
1. CROX poised to benefit from rising demand in casual footwear market. 2. Company expanded market share, growing from 0.3% to 1.0% since 2018. 3. Tariffs could impact profits, but market expectations may be overly pessimistic. 4. Strong profitability and DTC growth indicate solid fundamentals despite challenges. 5. Executive incentives should align with ROIC for improved shareholder value.