Analysis indicates the turnaround for Crocs' HEYDUDE brand is gaining traction. Management expresses increased confidence in this recovery.
The company expects HEYDUDE's direct-to-consumer and wholesale channels to resume growth in the second half of 2026.
The brand has dragged on Crocs' performance since its acquisition. However, recent indicators point toward stabilization.
Crocs raised its full-year guidance during the most recent quarter. This increase reflects an improved outlook for HEYDUDE. Meanwhile, the core Crocs brand maintains strength through international and direct-to-consumer sales.