#1TM crocs™ PICKING UP THE PACE INVESTOR DAY 2021#2PICKING UP THE PACE | OPENING FORWARD LOOKING STATEMENTS Some information provided in this document will be forward-looking, and accordingly, is subject to the Safe Harbor provisions of the federal securities law. These statements include, but are not limited to, statements regarding potential impacts to our business related to the COVID-19 pandemic, our financial condition, brand and liquidity outlook and expectations regarding our long-term revenue, operating margin, marketing investment, tax rate, capital expenditures, free cash flow and sustainability goals. These statements involve known and unknown risks, uncertainties and other factors, which may cause our actual results, performance or achievements to be materially different from any future results, performances, or achievements expressed or implied by the forward-looking statements. These risks and uncertainties include, but are not limited to, the following: the COVID- 19 outbreak and related government, private sector, and individual consumer responsive actions; current global financial conditions, including economic impacts resulting from the COVID-19 outbreak; the effect of competition in our industry; our ability to effectively manage our future growth or de es in revenues; changing consumer preferences; our ability to maintain and expand revenues and gross margin; our ability to accurately forecast consumer demand for our products; our ability to successfully implement our strategic plans; our ability to develop and sell new products; our ability to obtain and protect intellectual property rights; the effect of potential adverse currency exchange rate fluctuations and other international operating risks; and other factors described in our most recent Annual Report on Form 10-K under the heading "Risk Factors" and our subsequent filings with the Securities and Exchange Commission. Readers are encouraged to review that section and all other disclosures appearing in our filings with the Securities and Exchange Commission. Crocs is not obligated to update these forward-looking statements to reflect the impact of future events. crocs™ | INVESTOR DAY 2021 2#3PICKING UP THE PACE | OPENING IL crocs™ | INVESTOR DAY 2021 CROCS HISTORY 3#4TM crocs™ PICKING UP THE PACE INVESTOR DAY 2021#5PICKING UP THE PACE | OPENING Andrew Rees CEO crocs™ | INVESTOR DAY 2021 1.46 LEADERSHIP Heidi Cooley SVP, Chief Marketing Officer Michelle Poole President Anne Mehlman EVP & Chief Financial Officer Adam Michaels SVP, Chief Digital Officer Green outline indicates today's speakers. 5#6PICKING UP THE PACE | OPENING Elaine Boltz EVP, Chief Operations & Transformation Officer Emma Minto SVP & GM, Americas crocs™ | INVESTOR DAY 2021 LEADERSHIP Dan Hart EVP, Chief Legal & Risk Officer Michael Feliton SVP & Chief Information Officer Shannon Sisler SVP, Chief People Officer * Green outline indicates today's speakers. Megan Welch SVP & GM, Asia Adrian Holloway SVP & GM, EMEA 6#7PICKING UP THE PACE | OPENING TOPIC Growth Framework Product Growth Levers Consumer & Marketing Strategy Digital Strategy ESG Long Range Plan Q&A AGENDA crocs™ | INVESTOR DAY 2021 PRESENTER Andrew Rees, CEO Michelle Poole, President Heidi Cooley, SVP & CMO Adam Michaels, SVP & CDO Andrew Rees, CEO Anne Mehlman, EVP & CFO Andrew Rees, Michelle Poole, Anne Mehlman 7#8GROWTH FRAMEWORK ANDREW REES, CHIEF EXECUTIVE OFFICER A BRAU MO $#9PICKING UP THE PACE | GROWTH FRAMEWORK OUR VISION EVERYONE COMFORTABLE IN THEIR OWN SHOES crocs™ | INVESTOR DAY 2021 9#10PICKING UP THE PACE | GROWTH FRAMEWORK TRACK RECORD OF VALUE CREATION $7.7B+ SHAREHOLDER VALUE CREATION SINCE MID-2014 >870% TOTAL SHAREHOLDER RETURN * From June 30, 2014 to August 31, 2021. Shareholder value creation defined as increase in market capitalization. crocs™ | INVESTOR DAY 2021 10#11PICKING UP THE PACE | GROWTH FRAMEWORK $2.25B 2021E crocs™ | INVESTOR DAY 2021 OUR AMBITION 17%+ CAGR $5B+ * Reflects revenues. FY 2021E based on midpoint of revenue guidance provided on July 22, 2021. 2026E 11#12PICKING UP THE PACE | GROWTH FRAMEWORK X-ING LIVE NOW ♥♥GE OMG WHERE ARE U?!?? DIGITAL GROWTH FRAMEWORK 287 VIEWERS crocs™ | INVESTOR DAY 2021 SANDALS SOLO 1 FR 298 299 ASIA GREEN COMES IN EVERY COLOR PRODUCT & MARKETING INNOVATION 12#13PICKING UP THE PACE | GROWTH FRAMEWORK 2:197 crocs Discover Exclusive Jibbitz" 3-Pack Gift With Purchase. Click Here To Add To Your Cart. Try-On Crocs™ 00 8 crocs™ | INVESTOR DAY 2021 Calling All Classics Explore our full range in an Is A Great Day new pair. D Your Cart TRENDING NOW Wish List TRENDING NOW Your Cart DIGITAL 50%+ Long-Term Revenue* Elevate consumer experiences Personalize consumer journeys Invest in capabilities and analytics Direct consumer connection * Long-term defined as expectation for 2026E. Digital sales includes sales through our company-owned websites, third party marketplaces, and e-tailers. 13#14PICKING UP THE PACE | GROWTH FRAMEWORK Total Addressable Market SANDALS WEEKEN $30B+ +10% >4X crocs™ | INVESTOR DAY 2021 A1 Crocs Revenue CAGR for 3 Years Pre-COVID * Total Addressable Market is based on management estimates. Crocs Sandals Revenue by 2026E 14#15PICKING UP THE PACE | GROWTH FRAMEWORK zoopeach ✔ mal かわいい! m.mi._.o かわいい!!!! hanamioffical I want know Kore AKE IT margarine9191 SHON かおちっちゃいいい KARRIVALS 라이브 방송 crocs niniiuui 키오스크 매장이면 직원은 안 계신가요? YOURSELF FREE 294 cro PS زان crocs™ | INVESTOR DAY 2021 YOU ASIA ~25% Long-Term Revenue* China is the #2 footwear market Increase awareness with brand ambassadors & key opinion leaders Invest in brand relevance, digital capabilities, and talent * Long-term defined as expectation for 2026E. China footwear relative market size per Euromonitor. 15#16PICKING UP THE PACE | GROWTH FRAMEWORK PRODUCT INNOVATION New silhouettes to reach new consumers & increase margin Best-in-class molded and comfort technology Collaborations, licensed and energy product Trend-right color, graphics and treatments Personalization crocs™ | INVESTOR DAY 2021 SOOJO MADE IN THE 90'S libra mode 16#17PICKING UP THE PACE | GROWTH FRAMEWORK drew JUSTIN crocs EFBER drew 3.16.21 10 AM ET GHOLLE AD 100 THRO NEW DELHI 480 crocs™ | INVESTOR DAY 2021 Crect COME AS YOU ARE YANG MI-GLOBAL BRAND AMBASSADOR OF CROCS CROCS CLASSIC SANDAL MARKETING INNOVATION A brand OF the people FOR the people 4 years of DD+ increases in brand relevance Strong pipeline of collaborations 360 integrated, digital global and local marketing 17#18PICKING UP THE PACE | GROWTH FRAMEWORK ANY anke!! istri $ 5 n MAFIA crocs™ | INVESTOR DAY 20 21 OUR PURPOSE CREATE A MORE COMFORTABLE WORLD ND K 18#19PICKING UP THE PACE | GROWTH FRAMEWORK OUR PURPOSE: THREE PILLARS COMFORT WITHOUT CARBON NET ZERO BY 2030 d SUSTAINABILITY Comfort without Carbon crocs™ | INVESTOR DAY 2021 COMMUNITY Comfort for Our Communities INCLUSIVITY Comfort for All People 19#20PICKING UP THE PACE | GROWTH FRAMEWORK crocs™ | INVESTOR DAY 2021 OUR AMBITION A $5B crocs™ * Reflects long-term revenue expectation for 2026E. 20#21PRODUCT GROWTH LEVERS MICHELLE POOLE, PRESIDENT Se A BRAU MO $#22PICKING UP THE PACE | PRODUCT GROWTH LEVERS Londo Sp ALIGNED WITH CONSUMER TRENDS PALACE 10 CASUALIZATION crocs™ | INVESTOR DAY 2021 COMFORT-LED FUNCTIONALITY COMFORT WITHOUT CARBON NET ZERO BY 2030 SUSTAINABILITY PERSONALIZATION 22#23PICKING UP THE PACE | PRODUCT GROWTH LEVERS OUR PRODUCT PILLARS CLOGS Provide Brand Halo crocs™ | INVESTOR DAY 2021 stan 民生良 mm Focs BE CROCTOBER a FRIE ST HOLA HALLO Croctober NDS HELLO 6 PERSONALIZATION (JIBBITZ) Drive Consumer Engagement & Retention SANDALS Expand Wearing Occasions 23#24PICKING UP THE PACE | PRODUCT GROWTH LEVERS CLOGS Drive global clog relevance Acquire new consumers Accelerate purchase frequency Innovation crocs™ | INVESTOR DAY 2021 33 CENY 24#25PICKING UP THE PACE | PRODUCT GROWTH LEVERS crocs BLACK LIVES crocs™ | INVESTOR DAY 2021 SANDALS 4X Revenue by 2026 Drive awareness Convert existing customers Additional gateway to our brand Year-round digital opportunity Win across 4 key sub-categories 25#26PICKING UP THE PACE | PRODUCT GROWTH LEVERS SANDALS: WIN IN 4 SUB-CATEGORIES ICON Classic, Crocband crocs™ | INVESTOR DAY 2021 STYLE Brooklyn, Tulum CHASE COMFORT LiteRide, Capri ADVENTURE Swiftwater, All-Terrain 26#27PICKING UP THE PACE | PRODUCT GROWTH LEVERS PERSONALIZATION (JIBBITZ) Position personalization as heartbeat of the brand Drive engagement and purchase frequency Expand relevance Leverage opportunity in sandals Jibbitz audience has 2x customer lifetime value* Develop new categories beyond footwear crocs™ | INVESTOR DAY 2021 the AN Represents behavior of global crocs.com customers for trailing twelve months as of November 2020. Actual CLV calculated using average order value and order frequency over last 365 days. Customers who purchased at least 5 Jibbitz over the last 365 days qualify as a Jibbitz shopper. 100% 27#28PICKING UP THE PACE | PRODUCT GROWTH LEVERS C BRAND DNA Comfort Versatility Color / fun Molded crocs™ | INVESTOR DAY 2021 INNOVATION LiteRide THE CLASSIC CLOG KG CO2 EQ. PER PAIR 3.94 + NEW JIBBITZ YEP or NOPE CONSUMER INSIGHTS Democratic Voice of the consumer Social listening Market research & consumer analytics 28#29PICKING UP THE PACE | PRODUCT GROWTH LEVERS MORE OPPORTUNITY THAN EVER SILHOUETTE EXPANSION Athleisure Flats crocs™ | INVESTOR DAY 2021 Casual Comfort Key Items BEYOND FOOTWEAR CROCTOBER a @ 3 100% Ks 29#30PICKING UP THE PACE | PRODUCT GROWTH LEVERS STRONG GROWTH POTENTIAL CLOGS Grow the Category 55 crocs™ | INVESTOR DAY 2021 M LOVE LMA SANDALS 4X Revenue by 2026 MOOD CKS OTHER Expand the Brand Crocs DNA: comfortable, casual, democratic, self-expression 30#31CONSUMER & MARKETING STRATEGY HEIDI COOLEY, SVP & CHIEF MARKETING OFFICER (19) H A BRAU MO $#32PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY HIGH GLOBAL BRAND AWARENESS crocs™ | INVESTOR DAY 2021 | 1 M 32#33PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY Disney PIXAR Cars IT'S HAPPENING. LIGHTNING MCQUEEN ADULT CLOGS COMING SOON I QUANTITIES LIMITED DRAMATIC INCREASE IN BRAND RELEVANCE CONSUMER-CENTRIC APPROACH crocs™ | INVESTOR DAY 2021 4 consecutive years of double-digit increases 33#34PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY Disney PIXAR Cars IT'S HAPPENING. LIGHTNING MCQUEEN ADULT CLOGS COMING SOON I QUANTITIES LIMITED DRAMATIC INCREASE IN BRAND RELEVANCE crocs™ | INVESTOR DAY 2021 KKCOME AS YOU ARE 生自己 CONSUMER-CENTRIC ALIGNED BRAND APPROACH PURPOSE 4 consecutive years of double-digit increases 34#35PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY Disney PIXAR Cars IT'S HAPPENING. LIGHTNING MCQUEEN ADULT CLOGS COMING SOON I QUANTITIES LIMITED DRAMATIC INCREASE IN BRAND RELEVANCE crocs™ | INVESTOR DAY 2021 KKCOME AS YOU ARE 生自己 CONSUMER-CENTRIC ALIGNED BRAND APPROACH PURPOSE O.J crocs COME A YOU ARE A BRAND INNOVATION 4 consecutive years of double-digit increases 35#36PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY Disney PIXAR Cars IT'S HAPPENING. LIGHTNING MCQUEEN ADULT CLOGS COMING SOON I QUANTITIES LIMITED DRAMATIC INCREASE IN BRAND RELEVANCE crocs™ | INVESTOR DAY 2021 KKCOME AS YOU ARE 生自己 CONSUMER-CENTRIC ALIGNED BRAND APPROACH PURPOSE O.J crocs COME A YOU ARE A BRAND INNOVATION crocs x 4 consecutive years of double-digit increases JUSTIN BIEBER CHISM Lew? WITH drew IMAGINATIVE INTEGRATED MARKETING 36#37PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY CONSUMER-CENTRIC APPROACH BASE IS BROAD AND DEMOCRATIC CULTURE CREATORS FASHION ENTHUSIASTS SPORT LIFESTYLE ALPHA CONSCIOUS crocs™ | INVESTOR DAY 2021 EXPLORERS W JIW EARLY ADOPTER Purchase Motivation: Self-Expression, Style, Comfort FEEL GOODS CHINA DR IGHTERS EARLY MAJORITY Purchase Motivation: Comfort, Versatility, Style & Value 37#38S POPEN AR RINGG A BRAND OF THE PEOPLE FOR THE PEOPLE We live for our fans, a beautifully diverse tapestry of one-of-a-kinds from all walks of life and from every corner of the world. And we stand with those who bravely inspire others to embrace these beliefs and celebrate what it means to truly. COME AS YOU ARE MEM Q MANTRAGE#39PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY BRAND INTRINSICALLY ALIGNS WITH CONSUMER VALUES SUSTAINABILITY INCLUSIVITY COMMUNITY crocs™ | INVESTOR DAY 2021 COME AS YOU ARE nation SELF-EXPRESSION DIGITAL CREATIVITY 39#40PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY 8- 34 860.000+ PAIRS Thank You to Our Heroes in Healthcare crocs TO INNOVATION AND AGILITY BRETMAN ROCK x crocs crocs™ | INVESTOR DAY 2021 Nasdaq en MLMA MLM MID We'll take risks that many others will not Agile innovation creates deep connections O crocs 00/6206 S NEW JIBBITZ YEP or NOPE S (i'm fine crocs™ #GetCrood 40#41PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY INTEGRATED MARKETING MODEL IS DRIVING GLOBAL IMPACT crocs™ | INVESTOR DAY 2021 Ambassadors, Influencers & Collaborations LOCALLY RELEVANT Media, Custom Programs & Activations Social Media Activations & Innovations COME AS YOU ARE ™M VERYONE COMFORTABLE FROM ONE TO CONNE NEWS E IN THEIR OWN SHOES H Digital Commerce Public Relations GLOBALLY LED Retail & Partner Experience IMAGINATIVE AGILITY IS OUR COMPETITIVE ADVANTAGE 41#42PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY X-ING LIVE NOW ♥♥GE OMG WHERE ARE U?!?? DIGITAL GROWTH FRAMEWORK 287 VIEWERS crocs™ | INVESTOR DAY 2021 SANDALS SOLO 1 FR 298 299 ASIA GREEN COMES IN EVERY COLOR PRODUCT & MARKETING INNOVATION 42#43PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY ARE YOU READY TO GO FAST? Rin-128 O@crocskorea 95 ģ LMC 401.00 全新积分 55 TOE 712H1 2021.07 16 31-07 31 (5) Austin @ 春季好物精选宣 23 1 麼中大奖...来了 UN A www.7 tbNick klib PMNS C090630 分享了直播间拉内計服 TB 04151413 ·H)過YY 分享了直播间 RUBB 黄明 +1 ... X 辣么吴佳 成团市 ATHE - croRN 领红包 Permissioned J Tik Tok @dayoung0325 WALK IN CROCS Contest Lights, Camera, Action! 247 22 20 크록스 신고 영상 찍고 콘테스트 응모하면 크록스 상품권 50만원에 셀프 사진관 이용권까지 준다고 #Walk_in_Crocs # crocs™ | INVESTOR DAY 2021 DIGITALLY LED, SOCIAL FIRST Creating Powerful Brand Connection Through Consumer-Driven Activations a crocs Lenses Tie-Dye Crocs Crocs Social Try On Crocs Crocs Social JBxCrocs Crocs Social Military Style Snapchat PEACE LOVE CROCS C " crocs. Following crocs Get snappin' with our new tie- dye Snapchat lens! Scan the Snapcode at the end of this video or search for "Tie-Dye Crocs" in the explore section to try it out. 29w (+) chanelbootbarb Check dm 29 Reply berry.marianne @ellie_corfield 52 29 Reply missstefunny @malvamindoro ( Y 21,073 views FEBRUARY 1 Add a comment... Σ 43#44PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY M ove LMA Please NO P crocs™ | INVESTOR DAY 2021 IGNITING SANDALS THROUGH PERSONALIZATION Leveraging proven year-round icon playbook & ENTE ECTS 44#45PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY justin0219 V 今天 10:00 来自 微博视频号 大家好,我是Crocs青春大使Justin黄明昊,作为@Crocs #玩聯名人堂#头号音乐 玩咖,我带着最新的音乐装备”来啦!戳视频,看我怎么用智必星DIY自带BGM的 洞洞鞋!想和我一起发挥音乐才能?穿上洞洞鞋,和我一起分享你的音乐宣言! 穿就玩了#! 4.26 Crocs聚划算·欢聚日等你一起来! 津网页链接.....展开全文 45 RUM- crocs cro Crocs RANG- NEALBRE 多多点击关注主播 设为需要 明晚淘宝直播盛典 一輪明星来了 Justin 辣区洋子 17-0 NEW FOT 衣锦夜行的花花来了 卤鱼尾兹来了来了又来了 (菲菲公主77億大曲: SIRIS Crocs# 说点什么 SAVE Ⓒ1 Bonana Putato Chicken Strip NEW BAM 官方认证 波段主题 Crocs 卡骆驰卡通装饰扣 鞋扣配件 50 H ⠀ crocs™ | INVESTOR DAY 2021 ACCELERATING BRAND RELEVANCE IN ASIA Increasing investment to create more consumer moments year-round 7.31SAT-8.9 MON EL.PHON 6.4 NEU FAKY 作品打书P/7 8.6 FRI ELLE TERESA ELE SUN ПXLAY-TTL-77-E-IIT #LLFIXM¹1-A-X アトモスピンク フラッグシップ souze アトクロ夏祭り 45#46PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY crocs COME AS YOU ARE crocs™ x Come As You Ⓒ@crocskorea 2013-0 春田花花 17 A TF: Crocs Kitngi croca F: Croes Raven: crocs 说点什么。 ma A-RT TV 4월 21일 수요일 저녁 10시 패션유튜버 혜인과 함께하는 크록스 퍼스널라이제이션 스타일링 Feat ART TV by ABC MART O@hyenee showindow @crocskorea @ETV by ABCOFE@Crocs Korea CALLING ALL CLASSICS Med Permissioned 패션 유튜버 혜인 (@heynee_showindow)이 알려주는 크록스 컬렉션과 다양한 스타일링 팁 대방출 더 유니크하고 매력적인 내가 될 수 있도록 크록스가 ABC마트 (@abcmart art ty)와 준비한 야심작. crocs™ | INVESTOR DAY 2021 DIGITAL INNOVATION SCALED GLOBALLY Drive consumer acquisition & engagement on platforms where fans are spending their time Posty @Post Malone - 1m :) Crocs Shoes @Crocs 4m We've got a surprise for youuuu :) Tag @crocs using "#pmgiveaway "Rules: fooji.info/pmcrocs 72 1 87 crocs COME AS YOU ARE ♡ 1K ↑ crocs COME AS YOU ARE 000 46#47PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY crocs™ | INVESTOR DAY 2021 WE LISTEN WE CONNECT WE EVOLVE OU 200 SUV MASS Thay 30 47#48PICKING UP THE PACE | CONSUMER & MARKETING STRATEGY CONSUMER & MARKETING VIDEO IL crocs™ | INVESTOR DAY 2021 48#49crocs™ PICKING UP THE PACE INVESTOR DAY 2021 15-MINUTE BREAK#50DIGITAL STRATEGY ADAM MICHAELS, SVP & CHIEF DIGITAL OFFICER A BRAU BO $#51PICKING UP THE PACE | DIGITAL STRATEGY OUR DIGITAL AMBITION $2.5B+ Digital Revenue* crocs™ | INVESTOR DAY 2021 FOOTWEAR JIBBITZ CHARMS CROCS AT WORK * crocs 50%+ of Total Global Revenue* BRAND HUB LINK COMFORT WITHOUT CARBON NET ZERO BY 2030 Reflects long-term revenue expectation for 2026E. Digital sales includes sales through our company-owned websites, third party marketplaces, and e-tailers. 51#52PICKING UP THE PACE | DIGITAL STRATEGY ALREADY A HIGH GROWTH CHANNEL $700M+ ~$300M 2019 crocs™ | INVESTOR DAY 2021 53% CAGR LTM Q2 2021 * Reflects digital sales, which includes sales through our company-owned websites, third party marketplaces, and e-tailers. 52#53PICKING UP THE PACE | DIGITAL STRATEGY 125 100 75 50 25 GROWING DIGITAL DEMAND Worldwide Google Search Volume "Crocs" ✓ www 0 2014 2015 2016 2017 crocs™ | INVESTOR DAY 2021 2018 M 2019 2020 2021 125 100 75 50 25 0 2014 2015 2016 "Jibbitz" 2017 *Source: Google Trends from January 2014 through August 2021. Numbers represent search interest relative to the highest point on the chart for the given region and time. A value of 100 is the peak popularity for the term. wharr 2018 2019 2020 2021 53#54PICKING UP THE PACE | DIGITAL STRATEGY Evolved Digital Ecosystem crocs™ | INVESTOR DAY 2021 KEYS TO SUCCESS Democratic & Strategic Distribution Compelling Consumer Experiences Data- Driven Insights 54#55PICKING UP THE PACE | DIGITAL STRATEGY EVOLVED DIGITAL ECOSYSTEM Evolved from a heavy focus on Crocs.com to a more customer centric, connected experience across both Physical and Digital touchpoints ही crocs™ | INVESTOR DAY 2021 TMALL 理想生活上天猫 f amazon PULL cro CARE 天生班在 LINE crocs Rakuten LIVE ») STREAM WILDBERRIES zalando 55#56PICKING UP THE PACE | DIGITAL STRATEGY DEMOCRATIC & STRATEGIC DISTRIBUTION crocs WOMEN MEN KIDS JIBBITZ CHARMS SHOP WOMEN'S CROCS AT WORK SALE FEATURED COME AS YOU ARE THE NEW TROPICAL COLLECTION Bright, botanic bliss is waiting! Find your oasis. SHOP TROPICAL SHOP MEN'S SHOP KIDS Search crocs™ | INVESTOR DAY 2021 1131 SHOP ALL CROCS.COM Best Representation of the Brand ● 天猫 欢迎来天猫 端登录 免费注册 TMALL天猫 crocsE 描述:聚务物流 49 4.9 4.9 + ● 所有商品 首页 女鞋 男鞋 升级型格 自在酷走 立即抢购 神孢物车 收藏夹 QUE 淘宝网 crocs™ 官方旗舰店 Crocs鞋旗舰店 orocs户外旗舰店 2021新政 童鞋 户外 LiteRide 配件 搜天猫 AD 网站导航。 搜本店 PURE PLAY E-TAIL Key Partners amazon crocs Deliver to Anne Boulder 80303 Crocs All prime Returns & Orders Cart All Buy Again Prime Books Outdoor Recreation Amazon Business Sports & Fitness Groceries Livestreams Amazon Basics Beauty & Personal Care Coupons Low prices on school supplies crocs Follow HOME SANDAL SHOP WOMEN'S MEN'S CALLING ALL CLASSICS AMAY SHOP CLASSIC CLOGS F a E KIDS CLASSIC CLOGS JIBBITZ > Hello, adam Account & Lists CROCS AT WORK POSTS MARKETPLACES Broad Consumer Reach 56#57PICKING UP THE PACE | DIGITAL STRATEGY MORE BALANCED DIGITAL BUSINESS Asia -18% EMEA -24% LTM Q2 2021 crocs™ | INVESTOR DAY 2021 Americas -58% EMEA -25% Asia -25% 2026E * Reflects digital sales, which includes sales through our company-owned websites, third party marketplaces, and e-tailers. Americas ~50% 57#58PICKING UP THE PACE | DIGITAL STRATEGY COMPELLING CONSUMER JOURNEYS dre drew COLLABORATIONS crocs™ | INVESTOR DAY 2021 Step 1. U First pick some Jibbitz charms and add them to your drawer, we'll let you know how many you can add D Your Crocs, your style! Make your crocs uniquely yours by adding some Jibbitz Charms, our clogs are your canvas. Step 2. GET STARTED Next, place your Jibbitz" charms on your shoes, the blue dots will show you where you can place. each charm. Step 3. 00 Finally, when you're done just hit 'finish' to review your order and add your creation to your cart to checkout. PERSONALIZATION FER LOYALTY 58#59PICKING UP THE PACE | DIGITAL STRATEGY DATA-DRIVEN INSIGHTS Leverage technology we have been building for years. A Adobe BLUECORE comscore crocs™ | INVESTOR DAY 2021 snowflake KANTAR evergage Microsoft Azure Better understand consumer behavior More personalized experiences Improved customer acquisition and retention Insights that drive speed & improved outcomes 59#60PICKING UP THE PACE | DIGITAL STRATEGY FRIDAY, AUGUST 20 Today COME AS YOU ARE crocs Crocs™ Virtual Try On, Collab Eany Access & Influencer Content FUTURE KEY INVESTMENTS Investing in projects and technology that will provide the foundation for future growth. (₁1) APP Commerce Loyalty/Engagement Unique Experiences crocs™ | INVESTOR DAY 2021 MUSIC TELEVISION MTV Logo ✰✰✰✰✰(¹) NEW $4.99 Product excluded from all discounts" Add to Cart Customization B2B Licensed Unique GTM Opportunities Crocs Chatbot - USA C Chat started at 11:06 AM Hello! I'm the Crocs Chatbot, I'm designed to help answer questions about Crocs, your orders, and our products! Please choose a category below to tell me how to best assist. Crocs Chatbot USA Order/Return Account Product - X Type your message... Customer Experience Omnichannel Distribution Centers Digital Payments Chatbots 60#61PICKING UP THE PACE | DIGITAL STRATEGY OUR DIGITAL AMBITION $2.5B+ Digital Revenue* crocs™ | INVESTOR DAY 2021 FOOTWEAR JIBBITZ CHARMS CROCS AT WORK * crocs 50%+ of Total Global Revenue* BRAND HUB LINK COMFORT WITHOUT CARBON NET ZERO BY 2030 Reflects long-term revenue expectation for 2026E. Digital sales includes sales through our company-owned websites, third party marketplaces, and e-tailers. 61#62ESG ANDREW REES, CHIEF EXECUTIVE OFFICER A BRAU MO $#63PICKING UP THE PACE | ESG ANY anke!! istri $ 5 n crocs™ | INVESTOR DAY 20 21 Hock OUR PURPOSE CREATE A MORE COMFORTABLE WORLD ND K 63#64PICKING UP THE PACE | ESG OUR PURPOSE: THREE PILLARS COMFORT WITHOUT CARBON NET ZERO BY 2030 d SUSTAINABILITY Comfort without Carbon crocs™ | INVESTOR DAY 2021 COMMUNITY Comfort for Our Communities INCLUSIVITY Comfort for All People 64#65PICKING UP THE PACE | ESG LOW CARBON FOOTPRINT TODAY THE CLASSIC CLOG NG CO2 EQ. PER PAIR 3.94 crocs™ | INVESTOR DAY 2021 WE ARE HERE 10+ COMPARED TO MANY OTHER ICONIC FOOTWEAR STYLES 65#66PICKING UP THE PACE | ESG OUR BOLD COMMITMENT NET ZERO BY 2030 crocs™ | INVESTOR DAY 2021 66#67PICKING UP THE PACE | ESG SUSTAINABILITY: COMFORT WITHOUT CARBON Sustainable Ingredients Resource Use Packaging Afterlife Product Solutions crocs™ | INVESTOR DAY 2021 GREEN COMES IN EVERY COLOR 67#68PICKING UP THE PACE | ESG SUSTAINABILITY: BIO-BASED CROSLITE Variety of sources for sustainable, bio-based Croslite Partnering with Dow Began phasing into Classic Cost embedded within long-term guidance provided crocs™ | INVESTOR DAY 2021 GREEN COMES IN EVERY COLOR SAME CROCS. HALF THE CARBON FOOTPRINT BY 2030*. *As a part of our larger sustainability initiatives. NIS 68#69PICKING UP THE PACE | ESG COMMUNITY: COMFORT FOR OUR COMMUNITIES GIVING SHOES crocs™ | INVESTOR DAY 2021 ERE. crocs ra Jonas IN BLACK LIVES MATTER EUN E glaad 1) FF A GIVING FUNDS GIVING TIME 69#70PICKING UP THE PACE | ESG MORE THAN 2/3 OF OUR GLOBAL WORKFORCE ARE WOMEN WITH A DIVERSE BOARD OF DIRECTORS crocs™ | INVESTOR DAY 2021 INCLUSIVITY: COMFORT FOR ALL PEOPLE MORE THAN 1/2 OF OUR US WORKFORCE IDENTIFIES AS PEOPLE OF COLOR INCREASED AVG. HOURLY WAGE TO OVER $15/HR FOR US/PUERTO RICO-BASED WORKFORCE 70#71PICKING UP THE PACE | ESG IL crocs™ | INVESTOR DAY 2021 ESG VIDEO 71#72LONG-RANGE PLAN ANNE MEHLMAN, EVP & CHIEF FINANCIAL OFFICER A BRAU M $#73PICKING UP THE PACE | LONG-RANGE PLAN TRACK RECORD OF VALUE CREATION $7.7B+ SHAREHOLDER VALUE* CREATION SINCE MID-2014 >870% TOTAL SHAREHOLDER RETURN * From June 30, 2014 to August 31, 2021. Shareholder value creation defined as increase in market capitalization. crocs™ | INVESTOR DAY 2021 73#74PICKING UP THE PACE | LONG-RANGE PLAN $2.25B 2021E crocs™ | INVESTOR DAY 2021 OUR AMBITION 17%+ CAGR $5B+ * Reflects revenues. FY 2021E based on midpoint of revenue guidance provided on July 22, 2021. 2026E 74#75PICKING UP THE PACE | LONG-RANGE PLAN DIGITAL 37% WHL 51% LTM Q2 2021 LTM Q2 2021 crocs™ | INVESTOR DAY 2021 CHANNEL MIX PHYSICAL 63% DTC 49% 17%+ CAGR * Reflects revenue mix. WHL represents Wholesale channel. DIGITAL 50% WHL 55% 2026E 2026E PHYSICAL 50% DTC 45% 75#76PICKING UP THE PACE | LONG-RANGE PLAN Sandal 16% Jibbitz 6% Other 7% LTM Q2 2021 crocs™ | INVESTOR DAY 2021 PRODUCT MIX Clog 71% >4X >2X Jibbitz Revenue (2020 to 2026E) Crocs Sandals Revenue (2020 to 2026E) Reflects revenue mix 76#77PICKING UP THE PACE | LONG-RANGE PLAN EMEA 17% LTM Q2 2021 Asia 18% crocs™ | INVESTOR DAY 2021 GEOGRAPHIC MIX Americas 65% 17%+ CAGR Reflects revenue mix EMEA 20% 2026E Asia 24% Americas 56% 77#78PICKING UP THE PACE | LONG-RANGE PLAN HK J 5 8P 8F TOP 5 MARKETS US, China, Japan, Germany, S. Korea 居 6F さん B crocs™ | INVESTOR DAY 2021 お好み もんじゃ たこ ろばた割烹 居酒屋本牌 75% of Revenue in 2020 BIRN INCLOPEN AKA A N₂ 2:36 20%+ CAGR through 2026 91 24 78#79PICKING UP THE PACE | LONG-RANGE PLAN STRATEGIC crocs™ | INVESTOR DAY 2021 DIGITAL ~25% CAGR through 2026 PRIORITIES DRIVING GROWTH SANDALS 4X Revenue by 2026 ASIA ~25% * That of 2026E Revenue 79#80PICKING UP THE PACE | LONG-RANGE PLAN HIGH ORGANIC REVENUE GROWTH MA Mic crocs™ | INVESTOR DAY 2021 C CO $5B+ 17%+ CAGR KOL 9005 virgo Boz Reflects long-term revenue expectation for 2026E. 80#81PICKING UP THE PACE | LONG-RANGE PLAN INDUSTRY-LEADING PROFITABILITY crocs™ | INVESTOR DAY 2021 26%+ Adjusted Operating Margin* * Reflects long-term expectation for 2026E. Please refer to Appendix for definition. 81#82PICKING UP THE PACE | LONG-RANGE PLAN INVESTMENTS FOCUSED ON STRATEGIC PRIORITIES DIGITAL: Consumer Experience, Analytics, and Talent ASIA: Brand Relevance, Digital Capabilities, and Talent MARKETING: 7% to 9% of Revenue* CAPITAL EXPENDITURES: ~3% of Revenues* crocs™ | INVESTOR DAY 2021 * Reflects long-term expectation for the 2022E through 2026E period. 82#83PICKING UP THE PACE | LONG-RANGE PLAN CAPITAL ALLOCATION PRIORITIES FINANCIAL FLEXIBILITY crocs™ | INVESTOR DAY 2021 BUSINESS INVESTMENT SHAREHOLDER RETURNS 83#84PICKING UP THE PACE | LONG-RANGE PLAN STEPPING UP REPURCHASE IN 2021 New Accelerated Share Repurchase $500M crocs™ | INVESTOR DAY 2021 New Increase in Share Repurchase Authorization $1B 84#85PICKING UP THE PACE | LONG-RANGE PLAN 2021E REPURCHASES OF $1B Q3 2021E YTD Repurchases Q4 2021E Repurchases $500M+ $500M crocs™ | INVESTOR DAY 2021 Expected Shares Repurchased in 2021* 8.1M * YTD reflects $150M open market repurchase in Q3 and today's announced $500M ASR. For shares not repurchased as of August 31, 2021, the number of shares repurchased assumes the August 31st closing price of $142.82 per share. 85#86PICKING UP THE PACE | LONG-RANGE PLAN Revenue Revenue Growth FINANCIAL PLAN Adj. Operating Margin* Non-GAAP Tax* Capital Expenditures crocs™ | INVESTOR DAY 2021 FY21E* $2.2 - $2.3B 60-65% -25% 23% $80-$100M Long Term* $5B+ 17%+ 26%+ -25% ~3% of revenues Long term defined as expectation for 2026E. Please refer to Appendix for definitions and Non-GAAP reconciliations. 86#87PICKING UP THE PACE | LONG-RANGE PLAN EXCEPTIONAL CASH FLOW GENERATION $1B+ Annual Free Cash Flow by 2026E* crocs™ | INVESTOR DAY 2021 * Please refer to Appendix for definition and Non-GAAP reconciliation. 87#88PICKING UP THE PACE | LONG-RANGE PLAN SIGNIFICANT VALUE CREATION (0) WEEKEN High Organic Revenue Growth crocs™ | INVESTOR DAY 2021 Industry Leading Profitability 5135 Exceptional Cash Flow Generation 88#89Q&A ANDREW REES CHIEF EXECUTIVE OFFICER MICHELLE POOLE PRESIDENT ANNE MEHLMAN EVP & CHIEF FINANCIAL OFFICER A BB DA MO#90THANK YOU ANDREW REES CHIEF EXECUTIVE OFFICER A BRAU MO#91PICKING UP THE PACE | APPENDIX crocs™ | INVESTOR DAY 2021 Crocs ICONIC APPENDIX 91#92PICKING UP THE PACE I APPENDIX DEFINITIONS AND NON-GAAP RECONCILIATIONS Adjusted Operating Margin: (GAAP income from operations adjusted for non-recurring items) / (GAAP revenues) Free Cash Flow: (GAAP cash provided by operating activities) - (Purchases of property, equipment, and software) Reconciliation of 2021 GAAP to Non-GAAP Financial Guidance: Third Quarter 2021: Non-GAAP operating margin reconciliation: GAAP operating margin Non-GAAP adjustments associated with distribution center investments Non-GAAP operating margin Full Year 2021: Non-GAAP operating margin reconciliation: GAAP operating margin Non-GAAP adjustments associated with distribution center investments Non-GAAP operating margin Non-GAAP effective tax rate reconciliation: GAAP effective tax rate Non-GAAP adjustments associated with the 2020 intra-entity IP transfer Non-GAAP effective tax rate Approximately: 23% to 25% 1% 24% to 26% crocs™ | INVESTOR DAY 2021 Approximately: 24% 1% 25% (3)% 26% 23% Our guidance for "Adjusted Operating Margin", "Non-GAAP Tax Rate" and "Free Cash Flow" are non-GAAP financial measures that exclude or otherwise have been adjusted for special items from our U.S. GAAP financial statements, such as inventory write-offs, duplicate rent costs, bad debt expense. We consider these items to be necessary adjustments for purposes of evaluating our ongoing business performance and are often considered non-recurring. Such adjustments are subjective and involve significant management judgment. We are unable to reconcile the above described 2026E guidance measures to their nearest U.S. GAAP measures without unreasonable efforts because we are unable to predict with a reasonable degree of certainty the actual impact of the special and other non-core items. By their very nature, special and other non-core items are difficult to anticipate with precision because they are generally associated with unexpected and unplanned events that impact our company and its financial results. Therefore, we are unable to provide a reconciliation of these measures. 92#93R S 25 FIRSAT A COME AS YOU ARE N alle ww CI 20 #pr Pro TER 23 S ****