Insider Trading : Wed 8/2/23

Notable purchases -- Several Directors add to SHYF; notable sales -- 10% owner active in CACC

Buyers:

• AKRO Director bought 55,000 shares at ~$42.69 - $43.27 worth ~$2.4 mln.
• BFH Director bought 2,400 shares at $41.69 - $41.88 worth ~$100K.
• CBSH Director bought 5,000 shares at ~$53.0007 worth ~$265K.
• CROX Director bought 1,435 shares at $104.53 worth ~$150K.
• SHYF Directors (4) bought a total of 21,845 shares at $14.49 - $14.53 worth ~$319K.
• TBBK Director bought 5,868 shares at $37.30 - $37.84 worth ~$221K.

Sellers:

• CACC 10% owner sold 21,244 shares at $544.35 - $556.60 worth ~$11.7 mln.
• RRC SVP-Principal Accounting Officer sold 50,000 shares at ~$31.089 worth ~$1.6 mln.

Crocs (CROX) reported earnings on Thur 21 Oct 21 (b/o)

 

Crocs beats by $0.61, beats on revs; raises FY21 rev outlook; guides FY22 revs above consensus

• Reports Q3 (Sep) earnings of $2.47 per share, excluding non-recurring items, $0.61 better than the S&P Capital IQ Consensus of $1.86; revenues rose 73.0% year/year to $625.92 mln vs the $609.75 mln S&P Capital IQ Consensus.
• Co raises guidance for FY21, now sees FY21 revenue growth of 62-65% vs prior guidance of 60-65%; we compute new guidance as $2.25-2.29 bln vs. $2.27 bln S&P Capital IQ Consensus.
• Co issues upside guidance for FY22, sees FY22 revs exceeding 20%, which is above the $2.60 bln S&P Capital IQ Consensus.

Earnings this week : Oct 18 - 22, 21 (wk 42)

Monday (Oct 18)

• Morning:  ACI PHG STT
• Afternoon: ELS FNB HXL STLD ZION

Tuesday (Oct 19)

• Morning: BK CBSH DOV ERIC FITB FMBI HAL IRDM JNJ KSU MAN ONB PM PG SBNY SI SYF SNV TRV
• Afternoon:  CNI FULT HWC IBKR ISRG MRTN NBHC NFLX OMC LRN UAL UCBI WDFC WTFC

Wednesday (Oct 20)

• Morning:  ABT ANTM ASML BKR BIIB BOKF CP CFG CMA FHN FCFS KNX LAD MTB MKTX MSM NDAQ NEE NEP NTRS BPOP VZ WSO WGO
• Afternoon:  CNS CCI CSX CVBF DFS EFX EEFT FR GL GGG IBM KALU KMI LRCX LSTR LVS OMF PPG XM REXR RLI SLM SEIC SLG STL FTI THC TSLA TCBI UFPI UMPQ VMI

Thursday (Oct 21)

• Morning: ABB ALK ALLE ALLY AAL T AN BANC BKU BX GTLS CROX DHR DOW EWBC FAF FCX GATX GPC HRI HOMB IPG IQV KEY LNN MMC NUE NVR PPBI POOL PDS DGX RCI SASR SNA SON LUV TSCO TPH TRN UNP VLO WBS
• During Market Hours: WABC
• Afternoon:  ASB OZK BJRI SAM CSL CE CMG BOOM FFBC GBCI INTC MAT OLN PBCT PSMT RHI SNAP SIVB VICR WRB WAL WHR WSFS

Friday (Oct 22)  

• Morning:  AIMC AXP ALV CLF FHB GNTX HCA HON RF ROP SLB STX SMPL VFC

This week's biggest % winners & losers: Apr 26 - 30, 2021 (wk 17)

This week's biggest % gainers/losers The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: CRY (29.57 +28.96%), CSLT (1.9 +23.38%)
• Industrials: TBI (28.52 +23.76%)
• Consumer Discretionary: UXIN (2.95 +37.21%), FLWS (31.17 +29.96%), AAN (30.92 +19.94%), CROX (99.95 +18.78%), MHO (69.69 +16.9%), NDLS (12.24 +16.46%), OSTK (81.46 +16.1%)
• Information Technology: PFPT (172.25 +30.71%), EVRI (17.68 +17.48%)
• Financials: DB (14.02 +18.01%)
• Energy: LPI (40.96 +21.72%), GPRE (29.76 +19.14%), NOG (14.55 +19.07%), LBRT (11.88 +17.16%), TELL (2.22 +16.14%)

This week's top % losers

• Healthcare: CARA (13.02 -50.59%)
• Materials: FSM (6.00 -22.18%), CDE (8.14 -15.47%), PQG (14.12 -15.28%), RFP (13.55 -13.95%)
• Industrials: ENPH (139.87 -16.23%)
• Information Technology: FORM (39.05 -20.25%), SGH (46.16 -16.42%), RBBN (6.78 -15.73%), CRUS (73.58 -15.41%), PI (47.07 -15.01%), AMKR (20.25 -14.99%), IIVI (66.96 -14.01%), AZPN (129.97 -13.85%), CREE (99.41 -13.38%), CASA (7.86 -13.05%), FSLR (77.42 -12.58%)
• Financials: GHL (15.40 -17.34%)
• Energy: ARLP (5.47 -16.36%)

Crocs (CROX) reported earnings on Tue 27 Apr 21 (b/o)

a.  4/21 Wed:  #1, 5; vol. 860K   +26% 

b.  4/22 Thur #3, 4; vol. 1.4M

** charts after earnings **

Shares of Crocs jumped 11% in the pre-market session on Tuesday as the shoe manufacturing company posted strong 1Q results. Record revenue growth of 64% along with outstanding performance in all regions and channels drove the stellar performance.

Crocs’ (CROX) 1Q adjusted earnings of $1.49 per share surged significantly on a year-over-year basis and outpaced the Street estimates of $0.89 per share. Revenues jumped 64% to $460.1 million, topping analysts’ expectations of $414.23 million.

The company’s direct-to-consumer increased 93.3%, while wholesale revenues were up 50.1%. Additionally, digital sales grew 75.3%, while the Asia region recorded growth of 26.2%.

Crocs CEO Andrew Rees said, “Demand for the Crocs brand is stronger than ever with expected 2021 revenue growth of 40% to 50%…We have raised full year guidance as we continue to see consumer demand for our product accelerate globally.”

For 2Q, the company projects revenue to grow by 60%-70% year-over-year.

Earnings this week : Apr 26 - 30, 2021 (wk 17)

Monday (Apr 26)

• Morning:  ACI BOH CHKP CBU DORM FBP LII OTIS PHG
• Afternoon: AGNC ARE AMP AMKR AXTA BRO CDNS CNI CATY WIRE HSTM HTLF IBTX JJSF JBT LXFR MASI MEDP MKSI NXPI OMF PKG PCH RRC SBAC SSD SSNC SUI TSLA TNET TBI UHS WRI

Tuesday (Apr 27)

• Morning: MMM ABB ADM AWI ABG BP CNC GLW CEQP CROX DTE ECL LLY ENTG FCF FSV FISV FELE GE GPK HEES HAS HUBB IVZ JBLU LECO MMC MSCI NVS PCAR PPBI PII PHM RTX ROP ST SHW SSTK SF SYF TRU TPB UBS UMBF UPS WDR WM
• Afternoon:  ACCO AMD GOOG AMGN ACGL APAM ATRC BXP BYD CHRW CALX COF CHE CB CSGP EGP EIX EHC ENPH EQR ESS FFIV FEYE FCPT HA HIW HOPE IEX ILMN JNPR LBRT MANH MATX MXIM MSFT MDLZ MRC NAVI NCR NOV OLN OKE PINS PPD PFG QTS RNST RRD SBUX SYK FTI TENB TER TX TXN TRMK UDR USNA V WSBC YUMC

Wednesday (Apr 28)

• Morning:  AER ALKS APH ARCC ADP AVY BXMT BA BSX EAT BCO CAMT GIB CHEF CIT CME CSTM DAN DISCA DRVN ETR EVR EXTR GRMN GD HELE HES HUM IART IPG LFUS LIVN MHO MAS MLCO MCO NYCB NSC OSK OC PAG BPOP PB ROK ROL RES R SAIA SNY SC SHOP SLGN SLAB SIRI SIX SPOT SWK SHOO TECK TDY TEVA TKR TNL UMC VRT WNC WING YUM
• Afternoon:  TWOU AFL AGI ALGN ALSN ATUS AMED NLY AM AR AAPL ASGN AZPN AVB AVTR AVT AXS NTB BHE BLKB BCOV CHX CAKE CINF CNO CDE FIX CYH CNMD CLR CREE CONE DRE EBAY ECHO ESI EQIX EEFT RE EXR FB F FORM GRUB HNI HOLX PI IR NGVT INOV ISBC INVH JAKK KALU KBR KRC LC LOGI MTDR MXL MGRC MTH MEOH MGM MAA MC MOH MSA MUSA MYRG ORLY OI OII OIS PGRE PEGA PDM PPC PTC PSA QCOM RJF RNR SIGI NOW SSB SRI TDOC TTEK TROX TTMI TYL UCTT URI VVV WRE WCN WELL WERN WH AUY

Thursday (Apr 29)

• Morning: FLWS AOS ABMD AGCO AGIO ATI ADS AB ALNY AIMC MO AMRN AMT AIT ARES ATKR BAX BCE BLMN BPMC BMY BC CWT CG CRS CARR CAT CBZ CBRE CLS CHD CTXS CLVT CMS CNX CCOI COHU CFX COLB CMCSA COR CTS CFR DPZ ERJ EME EXLS FBC FCN GNRC THRM GPI HSY HGV IDA IMAX IP ITGR ICE JHG KDP KIM KEX KHC LH TREE LKQ MTSI MMP MA MTRN MCD MDC MPW MRK MDP TAP COOP NEM NOC NVCR NVT OSIS OSTK PH PATK PTEN PBF BTU PRFT PCG PRG RLGY RCL RDS.A SPGI SNDR SWI SAH SO STM STRA SYNH TROW TMHC TFX TPX TXT TMO TW TRS TRTN VLY VC WAB WST WEX WLTW XEL
• Afternoon:  ACHC ATGE AEM MDRX AMZN ATR ACA AJG TEAM AX BZH BIO BMRN COG CPT CWST CRUS CXP COLM OFC CUZ CVA CRY CUBE DVA DXCM DLR DRQ EMN EHTH EBS ENVA ERIE ETH EVTC EXPO FHI FSLR FIVN FTNT FTV FTAI FBHS FWRD GLPI GNW GILD GFF THG HP HTGC KMPR KNSL KLAC LMAT LLNW LPLA MATW MERC MMSI MVIS MITK MHK NATI NPTN NIO NDLS OMCL ONTO PACB PEB POWI PFPT RMD SGEN SKYW SWKS SM SWN SPSC TEX TXRH TRUP TWTR X VRTX VICI VCRA WDC WSC INT ZEN

Friday (Apr 30)  

• Morning:  ABBV AON AZN AVNT BCPC B CBOE CHTR CVX CLX CL XOM GT GWW HRC HUN ITW IMO JELD JCI LAZ LYB MGP MOG.A NWL PSX PSXP PBI PNM POR PFS SHLX SLCA WPC WY WETF

Earnings spotlight: 

• Albertsons (NYSE:ACI), Tesla (TSLA) and NXP Semi (NASDAQ:NXPI) on April 26; BP (NYSE:BP), UPS (NYSE:UPS), General Electric (NYSE:GE), Alphabet (NASDAQ:GOOG), Microsoft (OTCPK:MFST) and Starbucks (NASDAQ:SBUX) on April 27; 

• Humana (NYSE:HUM), Boeing (BA), Apple (NASDAQ:AAPL), Ford (NYSE:F), Qualcomm (NASDAQ:QCOM) and General Dynamics (NYSE:GD) on April 28; 

• Comcast (NASDAQ:CMCSA), Merck (NYSE:MRK), Caterpillar (NYSE:CAT), Northrop Grumman (NYSE:NOC), Amazon (NASDAQ:AMZN), Nio (NYSE:NIO) and U.S. Steel (NYSE:X) on April 29; 

• Exxon Mobil (NYSE:XOM), Chevron (NYSE:CVX) and AbbVie (NYSE:ABBV) on April 30.

Crocs (CROX) reported earnings on Tue 27 Oct 20 (b/o)

 ** charts after earnings **

 

Crocks CEO Andrew Rees (CNBC, 10/27/20)

Crocs beats by $0.24, beats on revs; provides guidance excluding impact of COVID-19

Reports Q3 (Sep) earnings of $0.94 per share, excluding non-recurring items, $0.24 better than the S&P Capital IQ Consensus of $0.70; revenues rose 15.6% year/year to $361.7 mln vs the $343.98 mln S&P Capital IQ Consensus.

Guidance: "In these unprecedented times, we will continue to provide forward visibility when appropriate. Excluding the potential impact of any future COVID-related shutdowns in major markets, we expect: Revenues: Fourth quarter revenue to grow between 20% and 30% compared to 2019. This translates into full year 2020 revenue growth of approximately 5% to 7%. Tax rate: A 2020 tax rate of approximately 11% as we project to utilize deferred tax assets that were previously subject to a valuation allowance. Capital expenditures: Approximately $50 million of capital expenditures for 2020, which reflects investment to support future growth."

Crocs (CROX) reported earnings on Wed 30 Oct 19 (b/o)

** charts before earnings **

 

** charts after earnings **

Crocs beats by $0.18, beats on revs; guides Q4 revs above consensus

Reports Q3 (Sep) earnings of $0.57 per share, $0.18 better than the S&P Capital IQ Consensus of $0.39; revenues rose 19.8% year/year to $312.8 mln vs the $302.06 mln S&P Capital IQ Consensus.

Wholesale revenues grew 25.4%, e-commerce revenues grew 28.2%, and retail comparable store sales grew 12.5%.

Adjusted gross margin was 53.6%. Adjusted gross margin rose 30 basis points compared to last year's third quarter.

Co issues upside guidance for Q4, sees Q4 revs of $245-$255 mln vs. $244.03 mln S&P Capital IQ Consensus. Expects Adjusted gross margin to be approximately 50% compared to 46.2% in 4Q18. Gains from increased pricing and higher clog sales plus leveraging its fixed supply chain costs are expected to more than offset approximately 100 basis points of reduced purchasing power associated with currency, along with changes in channel mix.

• With respect to 2020 revenues, the company expects 12-14% growth over 2019 revenues. This estimate assumes that currency will negatively impact results by approximately $10 mln.

Earnings this week : Oct 28 - Nov 1, 19 (wk 44)

Monday (Oct 28)

• Morning: AMG AWI T AVX CTB L PHG QSR SPOT WBA
• Afternoon: AKAM AMKR APPF ARE AVB BLKB BRO BRX BYND CGNX CR CVCO EHC GDI GOOG/L HLIT HTA HTLF INST JBT LEG MEDP NOV NXPI OFC OFIX OGS OI OMF PCH RE RIG ROIC SANM SBAC SSB SSD TBI TCF TMUS TREX TRTX TXRH VNO VRNS WCN WELL WIRE XPO  GRUB

Tuesday (Oct 29)

• Morning: AGCO AN AOS ASTE BP BTU CEQP CIGI CMI CNX CNXM COP CVLT DBD ECL EME ETN EXLS FDP FELE FMS GLT GLW GM  HCA HSC HUBB HZO I INCY IPGP IR IRDM K KKR LDOS LNN MA MLM MMC MRK NEO PAG PFE R SHOO SHOP SLCA SMPL SPGI TECH THRM VSH WAT WDR WH XRX ZBRA
• Afternoon: ACCO ACGL ADSW AFG AGR AJRD ALL AM AMD AMED AMGN APAM AR ATEN ATGE AX AXS BGFV BVN BXP CAI CAKE CB CCS CHE CHRW CXO CYH DENN DLR EA EIX ENPH EPR EQC EXAS EXR FCF FCPT FEYE FMC FNF GNW HLF HURN HY IEX INVH IPHI KAI KBR LDL LSCC MAT MDLZ MDR MDU MGRC MOH MRCY MSTR MTDR MXIM NATI NBR NWE OKE OSPN PAYC PSA PSMT PTCT QUAD REXR RNR RPAI RRD RXN RYI SAM SGEN SILK SIMO SXI SYK SYX TCO TCS TENB TX UDR UIS UMBF UNM VNOM VRSK WRI YUMC ZEN

Wednesday (Oct 30)

• Morning: AAWW ADP AIT APTV ARCC AXE BDC BG BKR CBZ CIM CLH CME CROX CRTO DAN DIN EAT ETR EXTR FLOW GE GLOP GRMN HEP HES HPP HTLD INSM IQV JHG KFRC LECO LFUS LHX LIVN MAS MCK MCO MDCO MLCO NI NMRK NVT NYCB ORBC OSK RCL SAIA SC SF SITC SITE SMP SNE SO SPG ST SUM TAP TEL TMHC TNC TUP UMC UTHR WCG WING WYND YUM
• Afternoon: AAPL ACA ACAD ADTN AEGN AGI AGNC AKS ALEX ALSN APA ARES ATRC AWK AXTI AZPN BFAM BLDP BOOT CACI CATM CERS CF CHDN CHEF CLI CLR CMPR CNMD CNXN COLM CONE CREE CRUS CRY CSGS CTSH CW DCO DDD DRE DT ECOL EGHT EGOV ELY ENSG EQIX ETSY EVTC EXEL FARO FB FLS FORM FOXF FRT H HABT HCC HCP HTGC HUBG HVT IMMU INOV INT KLAC KW LM LNC LSI LYFT MAA MANT MASI MC MDC MDR MEOH MET MGM MLNX MMSI MSI MUSA MYRG NE NGHC NLY NR NUVA OII OLED PCTY PDM PKI PPC PRAH PS PVG QDEL QGEN QLYS RBBN RDN REG RGA ROG RPT RSG RTRX RWT RYN SBUX SCI SFM SIGI SKT SKY SKYW SOI SPWR SPXC SRI STAG SU SWI TDOC TEX THG TKR TREE TRMB TS TTMI TWLO TYL UCTT VIAV VRTX WDC WHD WMB WPX WTI WTS ZNGA

Thursday (Oct 31)

• Morning: AAON ABMD ADM AGIO AKRX ALNY AMCX AME AMT APO APRN ARD ARW ATI AVP BCE BLD BLL BMY BWA CDW CFR CFX CG CHD CI CLX CNSL COR CPG CRAI CRC CTVA CVE CWT DD DLPH DNKN ECA EIGI EL EQT EXC EXP FCAU FLIR FLR FLWS FSS GIL GNRC GOLF GPN HBI HFC HGV HMHC ICE IDA IDCC IDXX IMAX INGR IP IRM IRWD IT ITGR KHC LAZ LITE LKQ LNTH LXRX MAC MGPI MIXT MMP MNTA MO MPC MPLX MPW MSCI MSG MUR NEWM NNN NTCT NTLA NVCR OSB PBF PBFX PBH PEG PENN PH PQG PWR RDS.A RFP RGEN SABR SILC SIRI SNDR SNY SPAR SPR SRCL STAR STFC STOR SYNH TEN TFX TPH TPX TRI W WAB WCC WEX WLTW WRLD WWE XHR XYL YETI YRCW ZIXI
• Afternoon: ACLS AIV AMN ANET APPN ARCB ATR AYX BGS BIO BLDR BRKR CAR CASA CPT CWST ERII FNKO FTAI FTNT GLPI GPOR HTH JCOM LOCO LYV MELI MERC MINI MOBL MRC MTX MTZ NFG NPTN OEC OLN OTEX PDFS PINS PMT QRVO RMAX SEM SHLX SM SSNC TDS TGH USM VICI VSAT WU X 

Friday (Nov 1)

• Morning: ABBV ABR AIG AMAG ASIX AXL BABA BAH BGG CBOE CCJ CL CVX D FND FTS GSHD HAE HE HMSY HRC IBP IMGN IMO ITT LNG LYB MD MGI MGLN MOG.A NWL OPI PBA PNM POR ROLL RUTH SRE STX TPB TRP USX WOW WPC XENT XOM

Notable earnings reports:

• Alphabet (NASDAQ:GOOGL), Spotify (NYSE:SPOT), Beyond Meat (NASDAQ:BYND), AT&T (NYSE:T), NXP Semiconductors (NASDAQ:NXPI) and Walgreens Boots Alliance (NASDAQ:WBA) on October 28; 
• Shopify (NYSE:SHOP), AMD (NASDAQ:AMD), Electronic Arts (NASDAQ:EA), (NXPI), General Motors (GM), Mattel (NASDAQ:MAT), Mastercard (NYSE:MA), FireEye (NASDAQ:FEYE) and ConocoPhillips (NYSE:COP) on October 29; 
• Apple (NASDAQ:AAPL), Facebook )FB), Lyft (NASDAQ:LYFT), Sony (NYSE:SNE), Yum Brands (NYSE:YUM), Starbucks (NASDAQ:SBUX), General Electric (NYSE:GE) and Twilio (NYSE:TWLO) on October 30; 
• Pinterest (NYSE:PINS), Altria (NYSE:MO), Wayfair (NYSE:W), Kraft Heinz (NASDAQ:KHC ) and MercadoLibre (NASDAQ:MELI) on November 1; Alibaba (NYSE:BABA), AbbVie (NYSE:ABBV), ExxonMobil (NYSE:XOM), Chevron (NYSE:CVX) and U.S. Steel (NYSE:X) on November 1. 

Crocs (CROX) reported earnings on Thur 1 Aug 2019 (b/o)

** charts after earnings **

 

Crocs beats by $0.10, reports revs in-line; guides Q3 revs above consensus; raises FY19 revs guidance

Reports Q2 (Jun) earnings of $0.55 per share, $0.10 better than the S&P Capital IQ Consensus of $0.45; revenues rose 9.4% year/year to $358.9 mln vs the $360.46 mln S&P Capital IQ Consensus.

Co issues upside guidance for Q3, sees Q3 revs of $295-305 mln vs. $278.33 mln S&P Capital IQ Consensus.

Co issues upside guidance for FY19, sees FY19 revs of +9-11% yr/yr to ~$1.19-1.21 bln vs. $1.17 bln S&P Capital IQ Consensus, and compared to prior guidance of 5% to 7%

Earnings this week : July 29 - Aug 2, 19 (wk 31)

Monday (July 29)

• Morning: CTB ONDK SNY TSEM
• Afternoon: ACGL AKS AMH AMKR APPF APTS ARE AROC BRX BYND CGNX CHGG CVCO DISH EHC ELVT FRAC HLIT HTLF ILMN INST JBT JJSF LEG MDR MEDP NBIX NBR NGHC NOV NPO NTR NXPI OFC OGS OMF PCH PI PKI QTS RE RGA RIG RMBS RNG SANM SBAC SCI SSB SSD SSNC TACO TBI TEX TREX TRTX TXRH VNO VRNS WCN 

Tuesday (July 30)

• Morning:  AER AGCO AME AOS ARCC BEN BERY CEQP CIGI CMCO CMI CNX CNXM COP CVLT DHI DORM DSX ECL EME EQM ETN EXLS FDP FMS GEO GLT GLW GPN GRUB GTX HCA HUBB HUD HUN I INCY IPGP IR IRWD IT LDOS LGND LLY LPT MA MCRN MGLN MLM MMC MMYT MO MRK MYE NEO NRZ PAG PEG PG R RL SF SHOO SIRI SLCA SNE SQNS SR ST SXC TRS TX UAA VIVO VSH WAB WAT WCG WDR WYND XRX ZBRA
• Afternoon: AAPL ACHC ADSW AKAM ALL AMD AMGN APAM ARCB ASH ATEN ATRC AX AXS BEAT BLKB BXP BYD CACC CCS CDAY CHRW CINF CNO COHR CRY CSLT DENN DLR EA EGHT ENPH EQR EXP EXR FCPT FEYE FMC FTSI GILD GNW GRPN HA HR HUBG HURN HVT HY IMAX INVH IRWD KAI KBR KL LDL LNDC LSCC MC MDLZ MDU MGRC MKSI MOH MRCY MSTR MX MXIM NANO NATI NCR NR NUVA OKE PAYC PSA QGEN QUAD REXR RPAI RRD RTEC RXN SIMO SOI STAG SYKE SYX TCS TENB TRUP TTOO TWOU TX UDR UIS UMBF UNM VNOM VRSK WES WIRE YUMC ZEN

Wednesday (July 31)

• Morning: ACCO ADP AMCX AMRN AMT APO APTV ARES ASC BDC BG BHGE BLMN BTU CBZ CDW CG CHD CIM CLH CME CRL CRTO D DAN DIN EAF ECA EPD ETR EXTR FCAU FOE FSS GE GIB GLDD GRMN HEP HES HPP HSC HUM ICL JCI JHG KFRC LFUS LHX LIVN MCO MDC MGPI MTOR NI NLSN NYCB ORBC RDWR SAIA SBH SITE SMG SO SPG SPOT SPR SSYS STNG STRA TAP TGI TKR TMHC TNC TPB UTHR WLTW WNC
• Afternoon: ACAD AEGN AGI ALSN AM AMED APA AR ATR ATUS AVB AWK AYX BAND BLDP BOOT CAKE CASA CBL CCRN CF CHDN CHEF CMPR CNMD CONE CRUS CTSH CW CXO DRE DXCM EGOV EPR EQC EQIX ES ETH EVTC EXEL EZPW FICO FIT FIVN FLS FORM FOXF GDI GHL H HABT HCC HCP HI HOLX INN INOV IRTC KAMN KGC KTOS KW LADR LMNX LNC LPI LPSN LRCX LSI MAA MANT MASI MCK MEOH MET MOD MPWR MTDR MUSA MYRG NEXA NLS NLY OI OLN OR OXY PDM PGRE PK PPC PRAH PRU PS QCOM QLYS RBBN RDN RGR ROG RPT SIGI SKT SKY SKYW SLF SPWR SRI SWIR TDOC THG TIVO TRMB TRQ TS TSLX TTEK TTMI TWLO TYL UCTT VAC VAL VICI VNDA VRTX VVV WDC WELL WHD WLL WMB WRI WTI WTS ZNGA 

Thursday (Aug 1)

• Morning: AAON AAWW ABC ABMD ACOR ADM AGIO AKRX ALE AMCR ARW ASIX AVP BCE BCPC BLD BLL BPL BPMC BR BSIG CBRE CI CIR CLVS CLX CNHI CNQ CNSL CRAI CROX CRS CWT DD DEA DLPH DNKN EEX EIGI EXC GIL GLOG GM GNRC GPOR HBI HFC HGV HII HRI ICE IDA IDCC IDXX IGT INGR INSM IRM ITGR K KEM MAC MD MIXT MMP MPC MPLX MPW MSCI MT NMRK NNN NTCT NTLA NVT OSK PBF PBFX PBH PENN PGTI PH PRFT PWR RDS.A RFP RGEN ROLL RPD SABR SFM SHOP SNDR SPAR SPGI SRCL STAR STFC STOR SUM TFX TGP THS TNK TRI TRP TWI UFS VZ W WCC WEX WING WLH WMS WRK XEL XHR XYL YETI YUM ZEUS
• Afternoon: ANET APHA BZH WIFI CC CBPX DLB EBS EOG ETSY FSLR FLR FTNT GDDY GLUU GPRO TUSK PINS QRVO RDFN SQ SVMK OLED ZIXI

Friday (Aug 2) 

• Morning: ARNC XRAY CVX XOM RACE HRC NWL MGI QSR STX  

Notable earnings reports:

• NXP Semiconductors (NASDAQ:NXPI) and Beyond Meat (NASDAQ:BYND ) on July 29;
• Apple (NASDAQ:AAPL), Merck (NYSE:MRK), Pfizer (NYSE:PFE), Procter & Gamble (NYSE:PG), Altria (NYSE:MO), Electronic Arts (NASDAQ:EA), MasterCard (NYSE:MA), Mondelez International (NASDAQ:MDLZ), AMD (NASDAQ:AMD), FireEye (NASDAQ:FEYE ), ConocoPhillips (NYSE:COP) and Under Armour (UA, UAA) on July 30;
• General Electric (NYSE:GE ), Humana (NYSE:HUM), Qualcomm (NASDAQ:QCOM), Fitbit (NYSE:FIT), Spotify (NYSE:SPOT), Western Digital (NASDAQ:WDC) and Cirrus Logic (NASDAQ:CRUS ) on July 31;
• General Motors (NYSE:GM), U.S. Steel (NYSE:X), Kraft Heinz (NASDAQ:KHC), Shopify (NYSE:SHOP), Etsy (NASDAQ:ETSY), Wayfair (NYSE:W), Yum Brands (NYSE:YUM), Square (NYSE:SQ), GoPro (NASDAQ:GPRO) and Universal Display (NASDAQ:OLED) on August 1; 
• Chevron (NYSE:CVX), Exxon Mobil (NYSE:XOM), Newell Brands (NASDAQ:NWL) and Seagate Technology (NASDAQ:STX) on August 2.

-=Crocs (CROX) reported earnings on Thur 8 Nov 2018 (b/o)

Crocs beats by $0.02, beats on revs; guides Q4 revs in-line; Sees FY18 revs in the range of +4-5% y/y, prior outlook was low single digits

Reports Q3 (Sep) earnings of $0.07 per share, excluding non-recurring items, $0.02 better thanthe S&P Capital IQ Consensus of $0.05; revenues rose 7.3% year/year to $261.1 mln vs the $246.47 mln S&P Capital IQ Consensus.

• Gross margin was 53.3%, improving 250 basis points over last year's third quarter.
• Inventory declined 16.1% to $117.7 million as of September 30, 2018 compared to $140.3 million as of September 30, 2017, reflecting the Company's continued focus on inventory management.

Co issues in-line guidancefor Q4, sees Q4 revs of $195-205 mln vs. $197.27 mln S&P Capital IQ Consensus.

• Gross margin to be approximately 80 to 100 basis points above last year's 45.4% rate.

Co issues in-line guidancefor FY18, sees FY18 revs of +4-5% (Approx $1.063-1.074 bln; Prior outlook low single digits) vs. $1.05 bln S&P Capital IQ Consensus. 

=Crocs (CROX) reported earnings on Tue 8 May 2018 (b/o)

Crocs beats by $0.01, beats on revs; guides Q2 revs above consensus; guides FY18 revs above consensus 

• Reports Q1 (Mar) earnings of $0.15 per share, $0.01 better than the Capital IQ Consensus of $0.14; revenues rose 5.7% year/year to $283.15 mln vs the $272.21 mln Capital IQ Consensus.
  • E-commerce grew 24.1%, wholesale grew 6.5%, and the retail channel delivered positive comps of 7.6%.
• Co issues upside guidance for Q2, sees Q2 revs of $315-325 mln vs. $310.8 mln Capital IQ Consensus Estimate.
• Co issues upside guidance for FY18, sees FY18 revs of low single digit growth vs. prior guidance of relative flat. 2017 revenue came in at $1.0235 bln, so low single digit growth is above the $1.02 bln Capital IQ Consensus Estimate.
• "Our Spring/Summer 2018 collection is being well-received, and our LiteRide launch surpassed our expectations."

Earnings this week : May 7 - 11, 18 (wk 19)

81% of the S&P 500 has reported first quarter results. Q1 earnings are now expected to be up 24.3%. Earnings are expected to grow 18.8% in Q2 and 19.5% for the year. Next week is still quite busy on the earnings front as more small and mid caps report quarterly results.

Monday (May 7)

• Pre-Market: CTSH SYY SRE TSN WLTW LPX KOS VGR TSEM WBT GCI SSP GPRE PETS MYE SPNS NCMI TLRA TA
• After-Hours: NTR ANDV IAG IFF MOS ZG ANDX TRMB BKI AIV BHF OHI DCP EVHC DK APLE JCOM EQC SHO SWX OAS AMC  CBT RBC TREX ORA NVRO NGHC RARE SJI AMED AWR MYGN CENT HTZ PINC OTTR PAHC KAMN CRZO RMBS DPLO SNHY MWA LBRT BKD FN ATSG TRTX RWT SYKE EVBG GBDC RYAM PLOW LMNX ANDE MTSC CARB MTW VECO REN FRPT TCMD IVC LCI FRGI DHT EVRI NLS WMC WAAS STRL PI EGAN

Tuesday (May 8)

• Pre-Market: CRSP JD MCHP DISH DISCA MLM BR HSIC IT EXPD ATHM PRGO ARMK AES JEC JLL USFD VRX EGN ACM HAE VSM LOXO SUM JELD MFA HAIN NHI VG BLD VSH  ZBRA  AQUA TGNA NOVT ICPT GCP LXP NWN FI LGIH SGMO RGEN MNTA DNR ETM SEAS HUD STFC PRIM FSS ENDP BMCH WLH CROX MNK TGH GTN CWH DEA EPZM CORE ATKR DF ANIP DQ GTS COHU VRTV TTI SD DSKE CRCM MGI FRTA ONDK TAST VPG KEYW 

• After-Hours: DIS OXY MAR EA MNST PAA O CA FANG MTCH GDDY XEC JAZZ WR TRQ BIO KAR MIDD DEI WTR TRIP PEN TWLO NEWR WEN GWPH PAGP ETSY PLNT

Wednesday (May 9)

• Pre-Market: WB MYL AEE COTY STE SINA ADT EPAM JHG CNK HPT DLPH SYNH CNDT WIX CABO PFGC SBGI WRD GRPN HZNP MDP CARS PNK USAC
• After-Hours: FOXA DXC CTRP ETP CTL ETE FNV IAC ALB ANGI RNG ICUI CPA NUAN GDOT ROKU HLI FNGN DAR ENV PBYI SEDG BKNG   SEP FTI MELI ZTO ATUS IAC ALB OTEX BGNE ANGI RNG ICUI CPA NUAN DNB FGEN EEP SNH RLJ  PAAS HLI FNGN PTLA DAR WRD ENV  PSEC BLDR WMGI SAIL SUN TROX AYX FG INFN PRAA SYNA AG PTCT TWNK NP ZGNX BOLD EVH GKOS FSM SCOR TPC RUN PRSC ELF AMPH MBI COLL CVNA CHEF TCX UPLD NVGS NVAX TTGT NNBR MTRX SIEN MDCA BREW NVTA QHC FTK MRAM (finviz-change)

Thursday (May 10)

• Pre-Market: AZUL TU DUK BAM WP NICE ICL YY UBNT CRL SATS MIXT CHH MMS UNVR GDS DKS CLNS AMCX TRCO PQG BIG PEGI KLIC PBH HL BITA SPH AMRX UNVR  LHO  TRCO  NOMD ACIW BTG MDP BPMP PQG DDS DESP PEGI KLIC HL RDUS SPH TGI HIMX KELY.A WRLD OMI EGRX KND SNR DSX DEPO ECOM BIOS SND MGA TSG ENB   (finviz-change)
• After-Hours: NVDA SYMC NKTR WPM DOX NWSA FLS PPC PEGA AL HUBS YELP XON ANAB  HRTX TTD RDFN GLOB WTTR TIVO SSRM TLND  RBA UNIT JAG HALO XON CASA WTTR GLOB TIVO KLIC PSDO KTOS ARCB OMER FATE VRAY CSLT CIVI PFLT UEPS MCFT SENS SGYP DCO IMMR NDLS AMBR FNKO AVID ASYS

Friday (May 11)

• Pre-Market: TRI, WPRT, WOW

=Crocs (CROX) reported earnings on Wed 10 May 2017 (b/o)

NIWOT, Colo. (AP) _ Crocs Inc. (CROX) on Wednesday reported first-quarter earnings of $11 million.

On a per-share basis, the Niwot, Colorado-based company said it had net income of 8 cents. Earnings, adjusted for non-recurring costs, were 11 cents per share.

The results topped Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of 3 cents per share.

The footwear company posted revenue of $267.9 million in the period, also topping Street forecasts. Three analysts surveyed by Zacks expected $257 million.

For the current quarter ending in July, Crocs said it expects revenue in the range of $305 million to $315 million.

Crocs shares have dropped roughly 10 percent since the beginning of the year. The stock has fallen 20 percent in the last 12 months.

=Crocs (CROX) reported earnings on Wed 1 March 17 (b/o)

Crocs reports Q4 (Dec) results, misses on revs; guides Q1 revs below consensus; guides FY17 revs in-line; announces management changes :

• Reports Q4 (Dec) loss of $0.60 per share, may not be comparable to the Capital IQ Consensus of ($0.35); revenues fell 10.2% year/year to $187.4 mln vs the $189.4 mln Capital IQ Consensus.
  • As outlined in detail in the GAAP to non-GAAP reconciliations set forth later in this press release, the company recorded net charges of $1.4 million unrelated to our core business in the three months ended December 31, 2016, compared to $26.8 million in the three months ended December 31, 2015.
  • Excluding these items, the company reported on a comparable basis, non-GAAP adjusted net loss attributable to common stockholders of $43.1 million in the three months ended December 31, 2016, versus non-GAAP adjusted net loss attributable to common stockholders of $47.2 million in the three months ended December 31, 2015.
• Co issues downside guidance for Q1, sees Q1 revs of $255-265 mln vs. $277.60 mln Capital IQ Consensus Estimate. The company expects gross margin for the quarter to be approximately 200 basis points higher than first quarter 2016. The company expects Non-GAAP SG&A for the quarter to be moderately above prior year in absolute dollars.
• Co issues guidance for FY17, expects 2017 revenue to be relatively flat compared to prior year reflecting the impact of store closings, the reduction of discount channel business and the disposition of our South Africa and Taiwan businesses during 2016, as we continue to focus on improving the quality of our revenue. This would equate to FY17 revs of $1.04 bln vs. $1.05 bln Capital IQ Consensus Estimate.
  • The company expects gross margin for 2017 to be approximately 50%.
• Co will consolidate the roles of President and CEO. To that end, Andrew Rees, who joined the company in June 2014 as President, will be promoted to President and Chief Executive Officer effective June 1, 2017. Gregg Ribatt, our current Chief Executive Officer, will remain on the Company's Board of Directors.

Crocs (CROX) reported earnings Wed 3 Aug 2016 (b/o)

** charts before earnings **

 

** charts after earnings **

Crocs reports Q2 results, misses on revs; guides Q3 and FY16 revs below consensus :

• Reports Q2 (Jun) earnings of $0.16 per share, based on $12 mln in adj. net income over 73.4 mln shares, may not compare to Capital IQ Consensus of $0.15 (GAAP EPS $0.13 vs. $0.11 GAAP consensus); revenues fell 6.3% year/year to $323.8 mln vs the $348.04 mln Capital IQ Consensus.
• Co issues downside guidance for Q3, sees Q3 revs of $245-255 mln vs. $289.99 mln Capital IQ Consensus Estimate.
• Sees low single digit FY16 rev decline vs. +4.3% consensus. This guidance reflects the more cautious retail environment and the slower turnaround in China. 
• "Despite a decline in our revenue, I am encouraged by our strategic progress which has enabled us to help mitigate the top-line pressure on profitability by delivering better than expected gross margins and managing expenses while reducing inventories. The global retail environment became more challenging as the second quarter progressed. This impacted our wholesale reorder opportunities and contributed to our sales shortfall relative to expectations. These headwinds were partially offset by a 2.9% increase in global direct-to-consumer comparable store sales, which is a positive indication that consumers are responding favorably to our new product line and enhanced marketing efforts. We remain confident that we have successfully repositioned the business and built the platform to provide sustained growth and profitability over the long-term."

Crocs (CROX) reported earnings on Tue 10 May 2016 (b/o)

** charts before earnings **

 

** charts after earnings **

 

** 2 weeks later **

Crocs beats by $0.01, beats on revs; guides Q2 revs below consensus :

• Reports Q1 (Mar) earnings of $0.07 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus of $0.06; revenues rose 6.4% year/year to $279.1 mln vs the $266.54 mln Capital IQ Consensus.
  • Comp Store Sales +2.9%
  • Direct to Consumer Comp Store Sales +12.2%
• Co issues downside guidance for Q2, sees Q2 revs of $340-350 mln vs. $358.37 mln Capital IQ Consensus Estimate.
  • Revenue growth is anticipated to be in the mid-single digits, on a constant currency basis, in the first half of the year compared to the first half of 2015.