Crocs Investor Presentation Deck
HEYDUDE Brand Holiday & 2023E Highlights(¹)
Q4'23E Revenues
~$227M
(19%) Y/Y exceeding high-end of
guidance (25%) to (20%)
Top-5 footwear brand in key
strategics during Holiday
~55% of revenues from DTC
channels
Improved channel inventory
CROCS inc
FY23E Revenues
-$949M
+6% Y/Y in-line with high-end of guidance
of +4% to +6%
Drove brand awareness from 18% to 32%
Took proactive action to improve channel
inventory & elevate pricing on digital
Curtailed over 50% of non-strategic accounts in
2023 and pulled-back on digital rights
Laid groundwork for better product &
channel segmentation in 2024
1. FY 2023E and Q4'23E reflects expected estimated revenues. Full 2023 financial results to be announced in February 2023. See reconciliation to GAAP equivalents in Appendix.
21View entire presentation