Aug. 19 at 10:15 PM
$CROX The Stronger of its relative competitors:
CROX may be technically oversold, but its margin compression and guidance withdrawal make it vulnerable unless consumer demand rebounds. DECK, by contrast, shows margin mastery and brand resilience, making it a strong comparative benchmark. SHOO and NKE are both in tariff triage mode, with aggressive sourcing shifts and pricing strategies underway—but execution risk is high