Equity Profile

CRCT

Cricut, Inc.

Consumer DiscretionaryHousehold Appliances$871.1M

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Cricut, Inc. is a consumer discretionary company specializing in household appliances, particularly crafting tools that enable users to create personalized projects....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.10

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and drive sales, crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CRCT Q2-2026 Earnings Preview

Context

Company Snapshot

Cricut, Inc. is a consumer discretionary company specializing in household appliances, particularly crafting tools that enable users to create personalized projects. As consumer spending trends evolve, Cricut's innovative products cater to the growing DIY and personalization market, making it a notable player in the household appliance industry.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+52.78%

Avg Stock Reaction

+0.02%

Last Quarter Recap

In Q1-2026, Cricut reported an EPS of $0.10, exceeding expectations by 100%. The stock reacted positively, gaining 1.44% the following day.

Management Promises & Guidance

Focus on expanding product lines to attract a broader customer base.
Commitment to enhancing user experience through software updates.
Plans to increase marketing efforts to boost brand awareness.

Expectations

Wall Street Expectations

Overall, expectations are mixed as investors await clarity on Cricut's growth trajectory and profitability. The company has a strong history of beating EPS estimates, which could influence market sentiment.

Bull Case

If Cricut continues its trend of exceeding EPS estimates and shows strong revenue growth, investor confidence could surge, driving the stock price higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant sell-off, especially given the high implied volatility.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.10

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market presence and drive sales, crucial for long-term success.

Customer Retention Rate

N/A

A high retention rate indicates customer satisfaction and loyalty, which are vital for sustainable revenue.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to the previous quarters?

Given Cricut's strong history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What specific revenue growth targets does Cricut have for the upcoming quarters?

Understanding revenue growth expectations will help investors assess the company's ability to expand and sustain its market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Cricut's ability to leverage its recent product innovations and marketing efforts to drive stronger-than-expected revenue growth this quarter.

Supporting Evidence

Cricut has consistently beaten EPS estimates in recent quarters, suggesting operational strength.

The options market implies a significant move, indicating heightened expectations that may not align with consensus.

Management's focus on enhancing user experience could lead to increased customer loyalty and retention.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around Cricut's ability to maintain profitability while expanding its market share.

Bull Confirmed If

An EPS of $0.10 or higher, coupled with strong revenue growth, would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.05 would indicate significant challenges and confirm the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±34.3%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±64.0% while CRCT has averaged ±2.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.4%

30d HV

40.7%

Calls (100)P/C Ratio: 0.50Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 7 of 17 (41%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 7 of 17 faded and 10 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.5%, with a raw directional average of +1.5% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations and raises guidance, history suggests the stock could see an average one-day move of +2.67%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience a muted reaction, reflecting uncertainty.

Miss

If Cricut misses EPS expectations, history suggests a potential decline of around +3.14%, leading to increased selling pressure.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Details on customer acquisition strategies and retention rates.
3Insights into market trends affecting the DIY and crafting sectors.
4Management's outlook on competitive pressures and pricing strategies.
5Any commentary on supply chain improvements or challenges.

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Company Snapshot

Cricut, Inc. is a consumer discretionary company specializing in household appliances, particularly crafting tools that enable users to create personalized projects....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.10

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and drive sales, crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CRCT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+52.78%

Avg Stock Reaction

+0.02%

Last Quarter Recap

In Q1-2026, Cricut reported an EPS of $0.10, exceeding expectations by 100%. The stock reacted positively, gaining 1.44% the following day.

Management Promises & Guidance

Focus on expanding product lines to attract a broader customer base.
Commitment to enhancing user experience through software updates.
Plans to increase marketing efforts to boost brand awareness.

Expectations

Wall Street Expectations

Bull Case

If Cricut continues its trend of exceeding EPS estimates and shows strong revenue growth, investor confidence could surge, driving the stock price higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant sell-off, especially given the high implied volatility.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.10

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market presence and drive sales, crucial for long-term success.

Customer Retention Rate

N/A

A high retention rate indicates customer satisfaction and loyalty, which are vital for sustainable revenue.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to the previous quarters?

Given Cricut's strong history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What specific revenue growth targets does Cricut have for the upcoming quarters?

Understanding revenue growth expectations will help investors assess the company's ability to expand and sustain its market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Cricut's ability to leverage its recent product innovations and marketing efforts to drive stronger-than-expected revenue growth this quarter.

Supporting Evidence

Cricut has consistently beaten EPS estimates in recent quarters, suggesting operational strength.

The options market implies a significant move, indicating heightened expectations that may not align with consensus.

Management's focus on enhancing user experience could lead to increased customer loyalty and retention.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around Cricut's ability to maintain profitability while expanding its market share.

Bull Confirmed If

An EPS of $0.10 or higher, coupled with strong revenue growth, would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.05 would indicate significant challenges and confirm the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±34.3%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±64.0% while CRCT has averaged ±2.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.4%

30d HV

40.7%

Calls (100)P/C Ratio: 0.50Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 7 of 17 (41%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations and raises guidance, history suggests the stock could see an average one-day move of +2.67%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience a muted reaction, reflecting uncertainty.

Miss

If Cricut misses EPS expectations, history suggests a potential decline of around +3.14%, leading to increased selling pressure.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Details on customer acquisition strategies and retention rates.
3Insights into market trends affecting the DIY and crafting sectors.
4Management's outlook on competitive pressures and pricing strategies.
5Any commentary on supply chain improvements or challenges.