洞洞鞋类别在美国呈现稳健增长态势，但该行业的主导企业Crocs可能并未从中获得全部收益。Piper Sandler分析师Anna Andreeva因此将该股票评级下调至中性。
该公司在洞洞鞋市场面临更激烈的竞争。Andreeva表示："虽然洞洞鞋整体类别在美国仍保持双位数增长，但Crocs对这些销售的占有率正在下降，与此同时BIRK却在加速发展。"
根据Google搜索指标显示，过去6个月中对洞洞鞋的关注度上升了超过60%，而对Crocs的关注度却下降了23%。受此影响，Crocs股价下跌2.1%。
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