Crocs Vs. Deckers: Gaining Footwear Market Share (NASDAQ:CROX)

Sandles in the Summer Sand

GordonsLife

Introduction

Crocs Inc (NASDAQ:CROX), and Deckers Outdoor Corporation (NYSE:DECK) compete in the global casual footwear market.

Crocs offers high quality, affordable, and personalizable clogs, sandals, and other products under the Crocs brand; it recently diversified its portfolio by acquiring HeyDude, a fast growing, value-oriented Italian

Footwear revenue comparison

Crocs company presentation

Hoka shoe

Deckers Outdoor

Balenciaga Crocs shoes

DuckDuckGo images

Unbranded

Value

Premium

Luxury

Formal

Bruno Marc

LifeStride

Alden

Florsheim (Weyco)

Johnston & Murphy

Alexander McQueen

Ferragamo

Gucci

Jimmy Choos

Prada

Work

Crocs (healthcare, chef)

Bates (WWW)

Carolina (HH Shoe)

HYTEST (WWW)

Nursemates (HH Shoe)

Athletic

Adidas

ASICS

Brooks

Hoka (Decker)

Nike

Gucci

Nike/Louis Vuitton

Saint Laurent

Rick Owens

Outdoor / lifestyle

Sperry (WWW)

Tevas (Decker)

Dexter (HH Shoe)

HH / Justin (HH Shoe)

Harley Davidson (WWW)

Merrell (WWW)

Timberland

Casual

Crocs (Crocs)

HeyDude (Crocs)

Keds (WWW)

Koolaburra (Decker)

Sanuk (Decker)

Clarks

Nike

UGG (Decker)

Gucci

Versace

Customized crocs

DuckDuckGo images

ROTC for footwear

Created by author using publicly available financial data

US CPI footwear

St. Louis Fed FRED

CPI footwear Japan

St. Louis Fed FRED

Crocs pricing

Amazon.com

Cheap Flipflops

DuckDuckGo images

Sandals better

DuckDuckGo images

Crocs Clogs more better

DuckDuckGo images

HeyDude shoes even more gooder

Amazon.com

UGG pricing

Amazon.com

Hoka pricing

Amazon.com

Crocs unit sales and ASP

Created by author using publicly available financial data

CROX regional percentage breakdown

Created by author using publicly available financial data

CROX regional growth

Created by author using publicly available financial data

CROX yoy growth by region

Created by author using publicly available financial data

CROX digital penetration

Created by author using publicly available financial data

CROX TTM sales by region

Created by author using publicly available financial data

Footwear gross margins

Created by author using publicly available financial data

China to West Coast container freight costs

Drewy

CROX margins

Created by author using publicly available financial data

Long term adjusted Op margins

Company presentation

Footwear shares outstanding

SeekingAlpha.com charting

Footwear inventory levels

Created by author using publicly available financial data

Footwear Q3 inventory days

Created by author using publicly available financial data

Deckers percentage revenues by brand

Created by author using publicly available financial data

Deckers segment growth CAGR

Created by author using publicly available financial data

Deckers growth contribution by segment

Created by author using publicly available financial data

US/Americas sales of footwear cos

Created by author using publicly available financial data

Revenue and per-share growth of footwear cos

Created by author using publicly available financial data

Footwear EBITDA margin comparison

Created by author using publicly available financial data

Footwear free cash flow comparison

Created by author using publicly available financial data

comparison of footwear valuations

Created by author using publicly available financial and stock price data

Overnight bank funding rate

New York Federal Reserve Bank

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