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Magic Markets Ep159: Crocs and Birkenstock

2024-01-24T21:34:12+02:00

In this episode of Magic Markets, we dug in the back of our cupboards for the shoes we are too embarrassed to wear. Perhaps we just aren’t fashionable enough, as there are many celebrities wearing Birkenstocks. As for Crocs, there are few who would put those on a pedestal for beautiful design. Moe covered Crocs in this show, starting with a recap of some of the points we covered when issuing our Magic Markets Premium report on Crocs some time ago. Ghost took on the responsibility of Birkenstock, which executed its IPO just a few months ago. Of the two ugly shoe contenders, which one is a buy? And does Birkenstock make a decent case for itself to be covered in Magic Markets Premium at some stage? Listen to this podcast to find out.

Magic Markets Ep159: Crocs and Birkenstock2024-01-24T21:34:12+02:00

Magic Markets Ep140: Crocs and Nike

2023-08-31T03:41:24+02:00

In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest financial results, sending ripples across the market. One of these two brands achieved growth of 371% over the last 5 years. Can you guess which one it is? Join us on the podcast! Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.

Magic Markets Ep140: Crocs and Nike2023-08-31T03:41:24+02:00

Crocs: Ugly shoes; pretty profits

2023-03-14T12:19:17+02:00

Use the podcast player below to listen to our discussion on Crocs and its Q3'22 result, which accompanies the detailed write-up below: (Date of report: 15 December 2022) You might not like Crocs, but the group sold over 30 million shoes this quarter. It was a record quarter for revenue and full year guidance has been raised. Clearly, there are enough people out there who like the shoes to make this a potent business. Sitting at the centre of trends like casualisation and direct-to-consumer, the immense share price performance over 5 years is far less polarising than the shoes. Can the [...]

Crocs: Ugly shoes; pretty profits2023-03-14T12:19:17+02:00

Crocs: Ugly shoes; pretty profits

2022-12-15T01:19:51+02:00

Use the podcast player below to listen to our discussion on Crocs and its Q3'22 result, which accompanies the detailed write-up below: (Date of report: 15 December 2022) You might not like Crocs, but the group sold over 30 million shoes this quarter. It was a record quarter for revenue and full year guidance has been raised. Clearly, there are enough people out there who like the shoes to make this a potent business. Sitting at the centre of trends like casualisation and direct-to-consumer, the immense share price performance over 5 years is far less polarising than the shoes. Can the [...]

Crocs: Ugly shoes; pretty profits2022-12-15T01:19:51+02:00

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