---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43178792.md"
description: "$Crocs(CROX.US) rose by more than five points, $POP MART(09992.HK) stayed flat all day, and $CTG DUTY-FREE(01880.HK) saw a slight decline. All three sell discretionary consumer goods, but their customer bases and channels are completely different: $Crocs(CROX.US) relies on volume from North American discount channels, $POP MART(09992.HK) depends on IP-driven repurchases, and $CTG DUTY-FREE(01880.HK) bets on duty-free foot traffic. The current divergence is almost like a thermometer for their respective terminal markets. American consumers are still buying shoes, but domestic duty-free foot traffic isn't picking up. Will this gap narrow or widen further in the second half of the year? I guess it will continue to widen—the recovery in the duty-free sector depends on outbound tourism numbers, and the slope of this data has remained very flat from the beginning of the year to now."
datetime: "2026-08-04T10:07:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43178792.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43178792.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43178792.md)
author: "[三餐4季](https://longbridge.com/en/profiles/27014685.md)"
generator: "portal-rs"
---

# $Crocs(CROX.US) rose by more than five points, $PO…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**