I've been in CROX a week or two and got more yesterday, a little more this morning. Now I know they are not at all the same thing, but they are both apparel companies with high growth currently.
CROX guided for almost identically the same EPS as LULU did last night. LULU traded up to 385 this morning and CROX trades at this moment 108.
CROX does have high debt, which is maybe one reason they don't get valued as highly. But they are being aggressive right now with adding brands to the company and advertising. I think there is some kind of gap to be closed between the value of CROX and NKE, or LULU.
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