Equity Profile

CRCT

Cricut, Inc.

Consumer DiscretionaryHousehold Appliances$948.7M

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Cricut, Inc. is a company that specializes in household appliances, particularly crafting machines that help users 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 will closely watch this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and attract more customers, crucial for sustaining long-term growth.

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 company that specializes in household appliances, particularly crafting machines that help users create personalized projects. As part of the consumer discretionary sector, Cricut benefits from trends in DIY crafting and personalized home decor, which have gained popularity among consumers.

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, significantly beating expectations of $0.05, which led to a positive stock reaction. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on expanding product lines to attract new customers.
Enhancing customer engagement through improved online platforms.
Commitment to maintaining strong profit margins.

Expectations

Wall Street Expectations

Overall, expectations for Cricut's upcoming earnings are mixed due to the lack of detailed guidance and revenue forecasts. Investors are eager to see if the company can maintain its recent momentum.

Bull Case

If Cricut continues to beat EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about its growth prospects in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate compared to last year?

Revenue growth is crucial for assessing the company's ability to expand and compete effectively in the market.

How many new customers were acquired this quarter?

Customer acquisition is a key driver of future sales and can indicate the effectiveness of Cricut's marketing strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Cricut's ability to leverage its strong brand and customer loyalty to drive sales growth this quarter.

Supporting Evidence

Cricut has consistently beaten EPS estimates in recent quarters, indicating stronger-than-expected performance.

The options market is pricing a significant move, suggesting that investors are anticipating a major shift in sentiment.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Cricut can demonstrate continued growth in a competitive landscape.

Bull Confirmed If

Revenue growth of 15% year-over-year or better would confirm strong demand and market position.

Bear Confirmed If

A revenue decline or stagnation would raise concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±64.0%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant potential move in either direction following the earnings report, indicating heightened uncertainty among investors.

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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations and raises guidance, history suggests a potential stock increase of around 2.67%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may remain flat or see a slight decline.

Miss

If the company misses expectations, history suggests a potential stock drop of around 3.14%, raising concerns about its growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into customer engagement and retention strategies.
3Details on supply chain improvements and cost management efforts.
4Management's outlook on market trends and consumer spending.
5Any commentary on competitive pressures and how Cricut plans to address them.

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Company Snapshot

Cricut, Inc. is a company that specializes in household appliances, particularly crafting machines that help users 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 will closely watch this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and attract more customers, crucial for sustaining long-term growth.

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

Management Promises & Guidance

Focus on expanding product lines to attract new customers.
Enhancing customer engagement through improved online platforms.
Commitment to maintaining strong profit margins.

Expectations

Wall Street Expectations

Overall, expectations for Cricut's upcoming earnings are mixed due to the lack of detailed guidance and revenue forecasts. Investors are eager to see if the company can maintain its recent momentum.

Bull Case

If Cricut continues to beat EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about its growth prospects in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate compared to last year?

Revenue growth is crucial for assessing the company's ability to expand and compete effectively in the market.

How many new customers were acquired this quarter?

Customer acquisition is a key driver of future sales and can indicate the effectiveness of Cricut's marketing strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Cricut's ability to leverage its strong brand and customer loyalty to drive sales growth this quarter.

Supporting Evidence

Cricut has consistently beaten EPS estimates in recent quarters, indicating stronger-than-expected performance.

The options market is pricing a significant move, suggesting that investors are anticipating a major shift in sentiment.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Cricut can demonstrate continued growth in a competitive landscape.

Bull Confirmed If

Revenue growth of 15% year-over-year or better would confirm strong demand and market position.

Bear Confirmed If

A revenue decline or stagnation would raise concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±64.0%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant potential move in either direction following the earnings report, indicating heightened uncertainty among investors.

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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations and raises guidance, history suggests a potential stock increase of around 2.67%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may remain flat or see a slight decline.

Miss

If the company misses expectations, history suggests a potential stock drop of around 3.14%, raising concerns about its growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into customer engagement and retention strategies.
3Details on supply chain improvements and cost management efforts.
4Management's outlook on market trends and consumer spending.
5Any commentary on competitive pressures and how Cricut plans to address them.