Crocs vs Asics: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Crocs Inc (CROX)

Q3 202624 Jul – 24 Sep 2026

▼3▲1

Crocs beats Q2 but weak Q3 outlook and HEYDUDE slump drag shares

Weak Q3 guidance overshadows Q2 beat Crocs beat second-quarter revenue and profit expectations, but its third-quarter profit forecast came in well below Wall Street's estimate. Because investors value future profits, the soft outlook pushed the stock down sharply even though the reported quarter was strong.
This is the main new event of the period and the clearest reason CROX fell.
HEYDUDE brand keeps shrinking HEYDUDE revenue fell about 6% in the quarter and management still expects it to decline for the full year. Since HEYDUDE is a big part of Crocs' business, its ongoing weakness makes investors doubt the company can grow steadily.
Brand-level weakness is a core force behind the cautious outlook and the sell-off.
Tariffs squeeze profit margins Import taxes (tariffs) are raising Crocs' costs, and the company said this cut into gross margin. When costs rise faster than prices, profits shrink, which weighs on the stock and limits how much the company can invest or return to shareholders.
Tariffs are a recurring cost pressure that directly hurts profitability and investor sentiment.
Core Crocs brand still growing The main Crocs brand topped $1 billion in quarterly sales for the first time, up over 4% from a year ago, and the company raised its full-year revenue and profit outlook. This shows the core business is healthy and gives a real counterweight to the weak spots.
It is the main positive force in the period and balances the negative guidance news.

August 202624 Jul – 24 Sep 2026

▼3▲1

Crocs beats Q2 but weak Q3 outlook and HEYDUDE slump drag shares

Weak Q3 guidance overshadows Q2 beat Crocs beat second-quarter revenue and profit expectations, but its third-quarter profit forecast came in well below Wall Street's estimate. Because investors value future profits, the soft outlook pushed the stock down sharply even though the reported quarter was strong.
This is the main new event of the period and the clearest reason CROX fell.
HEYDUDE brand keeps shrinking HEYDUDE revenue fell about 6% in the quarter and management still expects it to decline for the full year. Since HEYDUDE is a big part of Crocs' business, its ongoing weakness makes investors doubt the company can grow steadily.
Brand-level weakness is a core force behind the cautious outlook and the sell-off.
Tariffs squeeze profit margins Import taxes (tariffs) are raising Crocs' costs, and the company said this cut into gross margin. When costs rise faster than prices, profits shrink, which weighs on the stock and limits how much the company can invest or return to shareholders.
Tariffs are a recurring cost pressure that directly hurts profitability and investor sentiment.
Core Crocs brand still growing The main Crocs brand topped $1 billion in quarterly sales for the first time, up over 4% from a year ago, and the company raised its full-year revenue and profit outlook. This shows the core business is healthy and gives a real counterweight to the weak spots.
It is the main positive force in the period and balances the negative guidance news.

Latest24 Jul – 24 Sep 2026

▼3▲1

Crocs beats Q2 but weak Q3 outlook and HEYDUDE slump drag shares

Weak Q3 guidance overshadows Q2 beat Crocs beat second-quarter revenue and profit expectations, but its third-quarter profit forecast came in well below Wall Street's estimate. Because investors value future profits, the soft outlook pushed the stock down sharply even though the reported quarter was strong.
This is the main new event of the period and the clearest reason CROX fell.
HEYDUDE brand keeps shrinking HEYDUDE revenue fell about 6% in the quarter and management still expects it to decline for the full year. Since HEYDUDE is a big part of Crocs' business, its ongoing weakness makes investors doubt the company can grow steadily.
Brand-level weakness is a core force behind the cautious outlook and the sell-off.
Tariffs squeeze profit margins Import taxes (tariffs) are raising Crocs' costs, and the company said this cut into gross margin. When costs rise faster than prices, profits shrink, which weighs on the stock and limits how much the company can invest or return to shareholders.
Tariffs are a recurring cost pressure that directly hurts profitability and investor sentiment.
Core Crocs brand still growing The main Crocs brand topped $1 billion in quarterly sales for the first time, up over 4% from a year ago, and the company raised its full-year revenue and profit outlook. This shows the core business is healthy and gives a real counterweight to the weak spots.
It is the main positive force in the period and balances the negative guidance news.

Asics Corporation (7936.JP)

Q3 202614 Jul – 21 Sep 2026

▲4

Asics lifts profit outlook, dividend and buyback as Onitsuka Tiger booms

Strong Q1 sets up profit upgrade Asics' first-quarter operating profit jumped 37% to 60.8 billion yen, already 35.5% of the full-year plan, making an upward revision almost certain. That early strength told investors demand for its shoes and apparel was running ahead of expectations, pushing the shares higher.
It is the first sign in the period that earnings were beating plan, which later drove upgrades.
Profit and dividend forecasts raised Asics lifted its full-year net profit forecast to 120 billion yen, up 21.6%, and raised the annual dividend to 44 yen from 38 yen, citing strong Onitsuka Tiger sales in Japan and SportStyle in Europe. Higher expected profit and cash returned to shareholders make the stock more attractive.
It is the core earnings upgrade that directly raised the value investors expect from the company.
Record buyback and share cancellation Asics said it will buy back up to 70 billion yen of its own shares, about 2.82% of shares outstanding, and cancel 25 million shares. Buying back stock reduces the number of shares, lifting earnings per share, and signals management believes the shares are still good value.
It is a fresh capital action that directly supports the share price by shrinking the share count.
Broad-based growth, not just a weak yen First-half revenue rose 32.7% and operating profit 48.5%, with gains in every region and category. Even stripping out currency effects, revenue rose 22.0% and profit 37.7%, showing real business strength. That reassured investors the growth is durable, not just a weak-yen boost.
It shows the earnings beat is genuine and broad, the main reason the stock hit a record high.

August 202614 Jul – 21 Sep 2026

▲4

Asics lifts profit outlook, dividend and buyback as Onitsuka Tiger booms

Strong Q1 sets up profit upgrade Asics' first-quarter operating profit jumped 37% to 60.8 billion yen, already 35.5% of the full-year plan, making an upward revision almost certain. That early strength told investors demand for its shoes and apparel was running ahead of expectations, pushing the shares higher.
It is the first sign in the period that earnings were beating plan, which later drove upgrades.
Profit and dividend forecasts raised Asics lifted its full-year net profit forecast to 120 billion yen, up 21.6%, and raised the annual dividend to 44 yen from 38 yen, citing strong Onitsuka Tiger sales in Japan and SportStyle in Europe. Higher expected profit and cash returned to shareholders make the stock more attractive.
It is the core earnings upgrade that directly raised the value investors expect from the company.
Record buyback and share cancellation Asics said it will buy back up to 70 billion yen of its own shares, about 2.82% of shares outstanding, and cancel 25 million shares. Buying back stock reduces the number of shares, lifting earnings per share, and signals management believes the shares are still good value.
It is a fresh capital action that directly supports the share price by shrinking the share count.
Broad-based growth, not just a weak yen First-half revenue rose 32.7% and operating profit 48.5%, with gains in every region and category. Even stripping out currency effects, revenue rose 22.0% and profit 37.7%, showing real business strength. That reassured investors the growth is durable, not just a weak-yen boost.
It shows the earnings beat is genuine and broad, the main reason the stock hit a record high.

Latest14 Jul – 21 Sep 2026

▲4

Asics lifts profit outlook, dividend and buyback as Onitsuka Tiger booms

Strong Q1 sets up profit upgrade Asics' first-quarter operating profit jumped 37% to 60.8 billion yen, already 35.5% of the full-year plan, making an upward revision almost certain. That early strength told investors demand for its shoes and apparel was running ahead of expectations, pushing the shares higher.
It is the first sign in the period that earnings were beating plan, which later drove upgrades.
Profit and dividend forecasts raised Asics lifted its full-year net profit forecast to 120 billion yen, up 21.6%, and raised the annual dividend to 44 yen from 38 yen, citing strong Onitsuka Tiger sales in Japan and SportStyle in Europe. Higher expected profit and cash returned to shareholders make the stock more attractive.
It is the core earnings upgrade that directly raised the value investors expect from the company.
Record buyback and share cancellation Asics said it will buy back up to 70 billion yen of its own shares, about 2.82% of shares outstanding, and cancel 25 million shares. Buying back stock reduces the number of shares, lifting earnings per share, and signals management believes the shares are still good value.
It is a fresh capital action that directly supports the share price by shrinking the share count.
Broad-based growth, not just a weak yen First-half revenue rose 32.7% and operating profit 48.5%, with gains in every region and category. Even stripping out currency effects, revenue rose 22.0% and profit 37.7%, showing real business strength. That reassured investors the growth is durable, not just a weak-yen boost.
It shows the earnings beat is genuine and broad, the main reason the stock hit a record high.