ABERCROMBIE & FITCH CO /DE/ (ANF) Company Report

Abercrombie & Fitch Co. reported record third quarter net sales of $1.3 billion, marking its 12th consecutive quarter of growth with a 7% increase from last year for the period ended November 1, 2025.
The company achieved an operating margin of 12.0% and earnings per diluted share of $2.36 for Q3 2025, exceeding its outlook range.
Hollister brands led growth with a 16% increase, while Abercrombie brands saw a 2% decline. The company repurchased $100 million in shares during the quarter, bringing year-to-date repurchases to $350 million.
For fiscal 2025, the company narrowed its full-year outlook, expecting net sales growth of 6% to 7% and net income per diluted share in the range of $10.20 to $10.50.

Nov 26, 2025, 9:39 PM

8-K

Abercrombie & Fitch Reports Strong Q3 2026 Results and Narrows Full-Year Outlook

ANF

Earnings

Guidance Update

Share Buyback

Abercrombie & Fitch (ANF) reported record net sales of $1.3 billion in Q3 2026, an increase of 7% year-over-year, marking its 12th consecutive quarter of growth, with comparable sales up 3%.
The company achieved earnings per share of $2.36 and an operating margin of 12% in Q3 2026, both at the high end or above expectations, despite a 210 basis point adverse tariff impact on gross margin.
Hollister brands continued strong performance with 16% net sales growth and 15% comparable sales growth, while Abercrombie brands showed sequential improvement, with net sales down 2% and comparable sales down 7%.
ANF narrowed its full-year 2025 net sales growth outlook to 6%-7% and projects net income per diluted share between $10.20 and $10.50.
The company repurchased $100 million in shares during Q3 2026, bringing year-to-date repurchases to $350 million, and targets approximately $450 million for the full year 2025.

Nov 25, 2025, 1:30 PM

Transcript

Abercrombie & Fitch Reports Record Q3 2026 Sales and Narrows Full-Year 2025 Outlook

ANF

Earnings

Guidance Update

Share Buyback

Abercrombie & Fitch (ANF) reported its 12th consecutive quarter of growth in Q3 2026, with net sales reaching a record $1.3 billion, up 7%, and diluted earnings per share of $2.36.
The company repurchased $100 million in shares during Q3 2026, contributing to a year-to-date total of $350 million, or 9% of shares outstanding at the start of the year.
In Q3 2026, Hollister brands achieved 16% net sales growth and 15% comparable sales growth, while Abercrombie brands saw a 2% net sales decline and 7% comparable sales decline, though showing sequential improvement.
ANF narrowed its full-year 2025 net sales growth outlook to 6%-7% and expects diluted EPS between $10.20-$10.50. For Q4 2025, net sales are projected to increase 4%-6%, with diluted EPS in the range of $3.40-$3.70.
The company's Q3 2026 operating margin was impacted by 210 basis points due to tariffs, with an anticipated 360 basis points impact in Q4 2025, which they plan to mitigate through targeted price increases for spring 2026 deliveries.

Nov 25, 2025, 1:30 PM

Transcript

Abercrombie & Fitch Reports Record Q3 2026 Sales and Raises Full-Year Outlook

ANF

Earnings

Guidance Update

Share Buyback

Abercrombie & Fitch reported its 12th consecutive quarter of growth in Q3 2026, with net sales up 7% to a record $1.3 billion and earnings per share of $2.36, exceeding expectations.
The company's Q3 2026 performance included a gross margin of 62.5% and an operating margin of 12%, both impacted by approximately 210 basis points from adverse tariffs.
For the full year 2025, ANF narrowed its net sales growth outlook to 6%-7% (from $4.95 billion in 2024) and expects diluted EPS in the range of $10.20-$10.50. Q4 2025 net sales are projected to be up 4%-6%, with diluted EPS between $3.40-$3.70.
Hollister brands continued strong momentum with 16% net sales growth and 15% comparable sales growth in Q3 2026, while Abercrombie brands showed sequential improvement, with net sales down 2% and comparable sales down 7%, aiming for approximately flat net sales in Q4.
ANF repurchased $100 million worth of shares in Q3 2026, bringing the year-to-date total to $350 million, and is targeting approximately $450 million in share repurchases for the full year 2025.

Nov 25, 2025, 1:30 PM

Transcript

Abercrombie & Fitch Co. Announces Q3 2025 Results and Updates Fiscal Year 2025 Outlook

ANF

Earnings

Guidance Update

Share Buyback

Abercrombie & Fitch Co. (ANF) reported Net Sales of $1,290.6 million for Q3 2025, representing a 7% increase year-over-year.
For Q3 2025, Operating Income was $155.0 million with an Operating Margin of 12.0%, and Net Income per Diluted Share was $2.36.
The company updated its Fiscal Year 2025 outlook, projecting Net Sales growth in the range of 6% to 7% and Net Income per Diluted Share in the range of $10.20 to $10.50.
ANF also increased its planned share repurchases for Fiscal Year 2025 to approximately $450 million.

Nov 25, 2025, 1:30 PM

Presentation

Abercrombie & Fitch Co. Reports Record Q2 2025 Net Sales and Raises Full-Year Outlook

ANF

Earnings

Guidance Update

Share Buyback

Abercrombie & Fitch Co. reported record net sales of $1.2 billion for Q2 2025, marking a 7% increase year-over-year, with diluted earnings per share (EPS) of $2.91 (GAAP) and $2.32 (adjusted non-GAAP).
The Q2 2025 results included a $39 million pre-tax litigation settlement benefit, which added $0.59 to EPS on a tax-adjusted basis.
Sales growth was primarily driven by Hollister brands, which grew 19%, while Abercrombie brands experienced a 5% decline.
The company increased its full-year 2025 outlook, now projecting net sales growth of 5% to 7%, an operating margin of 13.0% to 13.5%, and net income per diluted share between $10.00 and $10.50.
The updated full-year outlook accounts for an estimated $90 million impact from tariffs and reflects $50 million in share repurchases during Q2 2025, contributing to a full-year target of $400 million.

Aug 28, 2025, 8:54 PM

8-K

Abercrombie & Fitch Reports Q1 2026 Results

ANF

Earnings

Share Buyback

Revenue Acceleration/Inflection

Record net sales of $1.1 billion, marking an 8% increase year-over-year with regional growth of 7% in the Americas, 12% in EMEA, and 5% in APAC.
Hollister brand performance surged by 22%, contrasting with a 4% decline in Abercrombie brand sales, highlighting divergent brand trends.
The company executed share repurchases of 2.6 million shares for approximately $200 million, reflecting ongoing capital allocation measures.

May 29, 2025, 12:00 AM

8-K

Abercrombie & Fitch Co. Reports Q4 2025 Earnings & Strategic Update

ANF

Earnings

Revenue Acceleration/Inflection

Share Buyback

Guidance Update

Q4 2025 Highlights: Reported net sales of $1.58 billion (+9% YOY), operating income of $256 million at a 16.2% margin, and GAAP diluted EPS of $3.57 .
Full-Year Performance: Achieved nearly $4.95 billion in net sales (+16%), with operating income growing 53% to $741 million and strong EPS performance .
Outlook & Forward-Looking Guidance: Provided expectations of net sales growth between 3-6%, EPS in the range $1.25 to $1.45, and an operating margin of 14-15%, alongside caution over inherent risks amid evolving global economic conditions .
Strategic Priorities: Focused on global brand growth, digital transformation, and disciplined financial management to drive sustainable performance .
Share Buyback Initiatives: Announced a $1.3 billion repurchase authorization and planned repurchases totaling $400 million .

Mar 5, 2025, 1:30 PM

8-K Transcript Presentation

Abercrombie & Fitch Updates Q4 & FY 2024 Outlook & Sets Robust Growth Path Ahead

ANF

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Record holiday performance & Q4 guidance: Raised Q4 net sales outlook to 7-8% (13-14% normalized) driven by a record holiday season and strong comparable sales.
Full year outlook: Net sales growth guidance upgraded to approximately 15%, with operating margin targets maintained at 16% for Q4 and 15% for the full year.
Transformation & product focus: Ongoing fundamental transformation through the Read & React product strategy, significant store investments, and a balanced digital presence.
International expansion: Disciplined capital deployment in key markets such as the U.K. and Germany to leverage improved store productivity and global brand momentum.