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Posted by
Two Blokes Jul 27 -
Filed in
Stock
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Crocs is undervalued due to investor overreaction to HEYDUDE struggles and tariff uncertainty. The Crocs brand stands out in footwear for its unique product, pricing power, and loyal customer base, driving high margins. HEYDUDE's revenue is down, but brand relevance is rising; with new leadership, I expect a turnaround.