| Stage | NKE | % of rev | CROX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $11.2B | 100.00% | $1.0B | 100.00% | NKE ×10.76 |
| Gross profit | $4.8B | 42.79% | $690M | 66.16% | CROX +23.4pp |
| Operating income | $888M | 7.92% | $292M | 28.00% | CROX +20.1pp |
| Pre-tax income | $921M | 8.21% | $277M | 26.61% | CROX +18.4pp |
| Net income | $712M | 6.35% | $217M | 20.79% | CROX +14.4pp |
| Stage | NKE | CROX | Gap · A − B |
|---|---|---|---|
| Revenue | $11.2B100.00% | $1.0B100.00% | NKE ×10.76 |
| Gross profit | 42.79%$4.8B | 66.16%$690M | CROX +23.4pp |
| Operating income | 7.92%$888M | 28.00%$292M | CROX +20.1pp |
| Pre-tax income | 8.21%$921M | 26.61%$277M | CROX +18.4pp |
| Net income |
| 6.35%$712M |
| 20.79%$217M |
| CROX +14.4pp |
NKE · CAL 10-KApr 2 '26
“Products purchased from three key third-party suppliers (Nike, Skechers and adidas) represented approximately 24% of consolidated net sales in 2025.”
CROX · CAL 10-KApr 2 '26
“Brands carried at Famous Footwear include Nike, Skechers, adidas, Crocs, Converse, Birkenstock, HeyDude, New Balance, Puma, Jordan, Vans, Bearpaw, Asics, Brooks and Under Armour among others, as well as company-owned and licensed brands including Dr. Scholl's Shoes, LifeStride, Naturalizer and Blowfish Malibu.”
None