Equity Profile

CRCT

Cricut, Inc.

Consumer DiscretionaryHousehold Appliances$1.2B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Cricut, Inc. is a consumer discretionary company that specializes in household appliances, particularly crafting machines and tools....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and helps investors gauge financial health.

$0.05

Revenue

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

$160M

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 that specializes in household appliances, particularly crafting machines and tools. As more people engage in DIY projects and personalized crafting, Cricut's products have gained popularity, making it a key player in the growing crafting market.

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 the expected $0.05. The stock reacted positively, gaining 1.44% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Cricut to report modest earnings growth this quarter, with a consensus EPS of $0.05 and stable revenue of $160M. The market will be closely watching for any signs of growth in product demand.

Bull Case

If Cricut can exceed EPS expectations and show strong sales growth, it could indicate a robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if Cricut fails to meet EPS expectations or shows signs of declining sales, it could raise concerns about the company's growth trajectory, negatively impacting the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.05

EPS is a crucial indicator of the company's profitability and helps investors gauge financial health.

Revenue

$160M

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Cricut's EPS exceed the consensus estimate of $0.05?

A beat on EPS could signal stronger-than-expected profitability and boost investor confidence.

What are the revenue figures for this quarter, especially in relation to the expected $160M?

Revenue performance will indicate demand for Cricut's products and could significantly impact stock sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Cricut's ability to capitalize on the growing DIY market, as recent trends show increased consumer interest in crafting.

Supporting Evidence

Cricut's recent EPS surprises indicate strong operational performance, suggesting potential for continued growth.

The options market's implied move of 64% indicates significant uncertainty, which may not align with the company's underlying strength.

Key Risk

If Cricut reports revenue significantly above $160M, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to maintain growth amidst changing consumer preferences.

Bull Confirmed If

An EPS of $0.06 or higher, along with revenue exceeding $160M, would confirm the bull case.

Bear Confirmed If

An EPS below $0.04 or revenue significantly under $160M would validate the bear case.

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 for Cricut's stock, indicating heightened uncertainty or anticipation around the earnings report.

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: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations, history suggests the stock could rise by around 2.67%, confirming a positive outlook for growth.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 3.14%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new product launches or enhancements to existing products.
2Insights into customer engagement and sales trends in the crafting market.
3Updates on supply chain stability and its impact on product availability.
4Management's outlook on future growth and market expansion strategies.
5Any changes in consumer behavior that could affect sales moving forward.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Cricut, Inc. is a consumer discretionary company that specializes in household appliances, particularly crafting machines and tools....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and helps investors gauge financial health.

$0.05

Revenue

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

$160M

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, significantly beating the expected $0.05. The stock reacted positively, gaining 1.44% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Cricut can exceed EPS expectations and show strong sales growth, it could indicate a robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if Cricut fails to meet EPS expectations or shows signs of declining sales, it could raise concerns about the company's growth trajectory, negatively impacting the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.05

EPS is a crucial indicator of the company's profitability and helps investors gauge financial health.

Revenue

$160M

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Cricut's EPS exceed the consensus estimate of $0.05?

A beat on EPS could signal stronger-than-expected profitability and boost investor confidence.

What are the revenue figures for this quarter, especially in relation to the expected $160M?

Revenue performance will indicate demand for Cricut's products and could significantly impact stock sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Cricut's ability to capitalize on the growing DIY market, as recent trends show increased consumer interest in crafting.

Supporting Evidence

Cricut's recent EPS surprises indicate strong operational performance, suggesting potential for continued growth.

The options market's implied move of 64% indicates significant uncertainty, which may not align with the company's underlying strength.

Key Risk

If Cricut reports revenue significantly above $160M, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to maintain growth amidst changing consumer preferences.

Bull Confirmed If

An EPS of $0.06 or higher, along with revenue exceeding $160M, would confirm the bull case.

Bear Confirmed If

An EPS below $0.04 or revenue significantly under $160M would validate the bear case.

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 for Cricut's stock, indicating heightened uncertainty or anticipation around the earnings report.

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: 8 of 21 (38%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations, history suggests the stock could rise by around 2.67%, confirming a positive outlook for growth.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 3.14%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new product launches or enhancements to existing products.
2Insights into customer engagement and sales trends in the crafting market.
3Updates on supply chain stability and its impact on product availability.
4Management's outlook on future growth and market expansion strategies.
5Any changes in consumer behavior that could affect sales moving forward.