First off, one of my guilty pleasures is to keep tabs of the shoes that young people are wearing whenever I'm at an airport – or more specifically – when a flight is boarding. I cannot help to notice what the 18-25 year olds are wearing – because they'll soon be the most influential buyers of the future. And I have to say, for every pair of Nike shoes I see, there's easily 2-3x more Crocs (CROX) and/or On Holding (ONON). Right now, CROX trades at 7.5x earnings while maintaining 20% operating margins, which is twice that of Nike #NKE. The recent CROX selloff was tariff jitters – not falling demand – which is why it seems like it could now be our spot to make a move. YOUR ACTION PLANWith a solid support level at $90.00, it seems like a reasonable move to start adding CROX to your portfolio at current levels. A re-test of the May highs around $120.00 could lead to a nice winner in the midst of tariff uncertainty. Who thought ugly, plastic shoes would offer such a value proposition?! For more trade ideas like CROX, I invite you to join Karim and I in The War Room. We have a 76% win rate in 2025 so far despite the tariff trade war volatility. And if you sign up today, we're guaranteeing 252 winning trades in your first 12 months of membership. Click here to unlock The War Room. |
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