-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Crocsの第1四半期調整後EPSは2.99ドルとなり、前年同期の3.00ドルを0.22ドル上回りました。売上高は9億2,100万ドルで1.7%減少しましたが、予想を2,000万ドル上回りました。この四半期は、DTC（消費者直販）売上高が12.1%増加し、Crocs Internationalの売上高が7.2%増の4億2,150万ドルとなり、ブランド売上高の55%を占めるなど、戦略的な進展が見られました。一方、HEYDUDEの売上高は12.3%減少しました。HEYDUDEの業績見通しが予想を上回ったことを歓迎しており、同社は依然としてフットウェア業界で最も低い株価倍率で取引されており、最高の利益率を誇っていると考えています。経営陣は通期EPSガイダンスを12.88～13.35ドルから13.20～13.75ドルに引き上げ、HEYDUDEの減少率は従来の9～7%から7～5%に改善した。調整後売上総利益率は90ベーシスポイント低下して56.9%となったが、営業利益率は150ベーシスポイント低下したにもかかわらず、22.3%と依然として同業他社を大きく上回っている。国際事業の好調さが重要な関税対策となり、株価は通期ガイダンスの中間値のわずか7倍で取引されており、プレマーケットで3%下落した。
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