Analysts Are Bullish on These Consumer Cyclical Stocks: Stitch Fix (SFIX), Crocs (CROX)We recently attended a meeting at CROX's NYC showroom with new CFO Patraic Reagan, Crocs brand president the IR team, and members of the Crocs and HeyDude product teams. Product innovation was a clear focus of the event, with management aiming to reverse the recent struggles of the Crocs domestic business and the HeyDude brand. While it remains to be seen how consumers respond to the product newness, with shares trading at less than 8x FY26 EPS we see an asymmetric risk/reward, as a little bit of positivity can go a long way with this stock. No changes to EPS estimates, though our revenue forecasts change slightly due to FX rates.