NEW YORK, December 29, 2025, 23:17 ET — Market closed.
- Crocs shares fell 6.2% on Monday to $85.94.
- The stock lagged consumer discretionary peers despite a modestly lower broader market.
- Traders are eyeing Fed minutes, jobless claims and Crocs’ next earnings update.
Crocs Inc shares closed down 6.2% on Monday at $85.94, giving back early gains and finishing near the day’s lows.
The late-December drop lands as investors reset positions into year-end and start looking ahead to fourth-quarter results across retail and apparel. For Crocs, the focus is on whether demand holds up after the holiday period and whether margins can stay firm as promotions ebb and flow.
The next major checkpoint is Crocs’ quarterly report, expected on Feb. 12, according to Nasdaq. Investors will also be measuring results against the company’s adjusted earnings per share (EPS) guidance — a profit metric that excludes certain one-time items.
U.S. stocks ended lower on Monday, with the S&P 500 down 0.35% and the Nasdaq off 0.5% as big technology names retreated, Reuters reported. “This is (not) the beginning of the end of the tech dominance, it’ll turn out to be a buying opportunity,” said Hank Smith, director and head of investment strategy at Haverford Trust, in the same report, which noted Fed minutes and weekly jobless claims are among the week’s key macro events. Reuters
In consumer discretionary, the Select Sector SPDR ETF (XLY) fell about 1%, while Nike and Deckers Outdoor edged higher. Crocs’ decline stood out against that backdrop.
Crocs opened at $91.04 and traded as high as $91.68 before sliding to a session low of $84.88, according to market data. Roughly 2.1 million shares changed hands.
The company’s last earnings update came on Oct. 30, when it reported third-quarter revenue of $996 million, down 6.2% year-on-year, and guided fourth-quarter revenue to be down about 8% versus a year earlier. Crocs also said it expected adjusted EPS of $1.82 to $1.92 and pointed to additional cost savings while continuing share repurchases.
Investors remain sensitive to the split between Crocs’ core brand and HEYDUDE, and to the balance between wholesale and direct-to-consumer (DTC) sales — sales through the company’s own stores and websites — as demand normalizes across the category.
Before Tuesday’s session, the week’s Fed minutes and jobless claims data are likely to set the tone for rate-sensitive parts of the market, especially with liquidity thinning into year-end.
For CROX, traders will be watching technical levels — price points that investors use as rough markers for where buying or selling has tended to show up. After Monday’s slide, the $85 area is back on the radar as near-term support, with the $90-$92 zone a key hurdle after the day’s early peak.
Absent fresh company news, the next meaningful catalyst remains the expected Feb. 12 earnings report, when investors will look for an update on demand, margins and management’s cost actions. Until then, CROX is likely to trade with broader consumer discretionary sentiment and any shifts in rate expectations.
