Abercrombie & Fitch（ANF *）株式概要アバクロンビー＆フィッチ社は子会社を通じて、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域でオムニチャネル小売業を展開している。 詳細ANF * ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より41.5%で取引されている リスク分析株式の流動性は非常に低い すべてのリスクチェックを見るANF * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW484,467 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA484,467 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$1.73k23.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-186m6b2016201920222025202620282031Revenue US$6.2bEarnings US$581.3mAdvancedSet Fair ValueView all narrativesAbercrombie & Fitch Co. 競合他社Grupo Gigante S. A. B. de C. VSymbol: BMV:GIGANTE *Market cap: Mex$28.8bEl Puerto de Liverpool. deSymbol: BMV:LIVEPOL C-1Market cap: Mex$140.9bBoot Barn HoldingsSymbol: NYSE:BOOTMarket cap: US$4.8bGrupo Palacio de Hierro. deSymbol: BMV:GPH 1Market cap: Mex$15.9b価格と性能株価の高値、安値、推移の概要Abercrombie & Fitch過去の株価現在の株価US$1,734.1952週高値US$2,344.0052週安値US$1,215.00ベータ0.881ヶ月の変化13.58%3ヶ月変化25.00%1年変化-2.96%3年間の変化n/a5年間の変化n/aIPOからの変化-35.77%最新ニュースお知らせ • Jul 31Abercrombie & Fitch Co. to Report Q2, 2027 Results on Aug 26, 2026Abercrombie & Fitch Co. announced that they will report Q2, 2027 results at 7:30 AM, US Eastern Standard Time on Aug 26, 2026Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,550, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total returns to shareholders of 4.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,654 per share.お知らせ • May 28Abercrombie & Fitch Co. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 and Maintains Earnings Guidance for the Full Year Fiscal 2026Abercrombie & Fitch Co. provided earnings guidance for the second quarter of fiscal 2026 and maintained full year fiscal 2026. For the second quarter of fiscal 2026, the company expects net sales growth of 2% to 4% to the Second Quarter 2025 level of $1.2 billion and net income per diluted share in the range of $1.80 to $2. Operating margin to be Around 10.0%. For the full year of fiscal 2026, the company expects net sales growth of 3% to 5% from $5.27 billion in 2025 and earnings per diluted share in the range of $10.20 to $11.00. Operating margin to be In the Range of 12.0% to 12.5%.Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$1.49 (vs US$1.63 in 1Q 2026)First quarter 2027 results: EPS: US$1.49 (down from US$1.63 in 1Q 2026). Revenue: US$1.11b (up 1.5% from 1Q 2026). Net income: US$67.1m (down 17% from 1Q 2026). Profit margin: 6.0% (down from 7.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in South America.お知らせ • May 02Abercrombie & Fitch Co. to Report Q1, 2027 Results on May 27, 2026Abercrombie & Fitch Co. announced that they will report Q1, 2027 results at 7:30 AM, US Eastern Standard Time on May 27, 2026お知らせ • Apr 22Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026.最新情報をもっと見るRecent updatesお知らせ • Jul 31Abercrombie & Fitch Co. to Report Q2, 2027 Results on Aug 26, 2026Abercrombie & Fitch Co. announced that they will report Q2, 2027 results at 7:30 AM, US Eastern Standard Time on Aug 26, 2026Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,550, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total returns to shareholders of 4.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,654 per share.お知らせ • May 28Abercrombie & Fitch Co. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 and Maintains Earnings Guidance for the Full Year Fiscal 2026Abercrombie & Fitch Co. provided earnings guidance for the second quarter of fiscal 2026 and maintained full year fiscal 2026. For the second quarter of fiscal 2026, the company expects net sales growth of 2% to 4% to the Second Quarter 2025 level of $1.2 billion and net income per diluted share in the range of $1.80 to $2. Operating margin to be Around 10.0%. For the full year of fiscal 2026, the company expects net sales growth of 3% to 5% from $5.27 billion in 2025 and earnings per diluted share in the range of $10.20 to $11.00. Operating margin to be In the Range of 12.0% to 12.5%.Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$1.49 (vs US$1.63 in 1Q 2026)First quarter 2027 results: EPS: US$1.49 (down from US$1.63 in 1Q 2026). Revenue: US$1.11b (up 1.5% from 1Q 2026). Net income: US$67.1m (down 17% from 1Q 2026). Profit margin: 6.0% (down from 7.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in South America.お知らせ • May 02Abercrombie & Fitch Co. to Report Q1, 2027 Results on May 27, 2026Abercrombie & Fitch Co. announced that they will report Q1, 2027 results at 7:30 AM, US Eastern Standard Time on May 27, 2026お知らせ • Apr 22Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026.Reported Earnings • Mar 27Full year 2026 earnings released: EPS: US$10.71 (vs US$11.14 in FY 2025)Full year 2026 results: EPS: US$10.71 (down from US$11.14 in FY 2025). Revenue: US$5.27b (up 6.4% from FY 2025). Net income: US$506.9m (down 11% from FY 2025). Profit margin: 9.6% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 3.0% vs FY 2025 Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in South America.お知らせ • Mar 05Abercrombie & Fitch Co. Provides Earnings Guidance for the First Quarter Fiscal 2026 and Full Year Fiscal 2026Abercrombie & Fitch Co. provided earnings guidance for the first quarter fiscal 2026 and full year fiscal 2026. For the first quarter of fiscal 2026, the company expects net sales growth of 1% to 3% and net income per diluted share in the range of $1.20 to $1.30. Operating margin to be Around 7.0%. For the full year of fiscal 2026, the company expects net sales growth of 3% to 5% and net income per diluted share in the range of $10.20 to $11.00. Operating margin to be In the Range of 12.0% to 12.5%.New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).お知らせ • Feb 11Abercrombie & Fitch Co. Announces Its A Division Abercrombie Kids Launches Baby & Toddler Collection, Expanding Its Offerings to Include Newborn to 5T SizesAbercrombie & Fitch Co. announced its division abercrombie kids announced that it is expanding its size offerings with the launch of its new Baby & Toddler Collection. The introduction marks the brand's first expansion into baby and toddler apparel, with sizes ranging from newborn to 5T, allowing families to dress their children in abercrombie styles from their earliest moments. Designed for everyday wear, playtime, special events and everything in between, the Baby & Toddler Collection brings Abercrombie & Fitch's signature approach to children's clothing to the earliest stages of life. The assortment features soft, durable fabrics, versatile silhouettes and classic detailing intended to support comfort and ease of movement. With the addition of newborn, baby and toddler sizing, abercrombie kids now offers apparel across every stage of childhood, creating a single, trusted destination for families.お知らせ • Feb 06Abercrombie & Fitch Co. to Report Q4, 2026 Results on Mar 04, 2026Abercrombie & Fitch Co. announced that they will report Q4, 2026 results at 7:30 AM, US Eastern Standard Time on Mar 04, 2026Buy Or Sell Opportunity • Jan 13Now 29% undervaluedOver the last 90 days, the stock has risen 39% to Mex$1,832. The fair value is estimated to be Mex$2,576, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 65%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to decline by 5.7% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$1,832, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 33% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,576 per share.お知らせ • Jan 13+ 1 more updateAbercrombie & Fitch Co. Updates Earnings Guidance for the Fourth Quarter of Fiscal Year 2025Abercrombie & Fitch Co. updated earnings guidance for the fourth quarter of fiscal year 2025. For the period, the company expects Net sales Growth Around 5% against previous outlook Growth In The Range of 4% to 6%. Operating margin Around 14% against previous outlook of Around 14%. Net income per diluted share in the Range of $3.50 to $3.60 against previous outlook of in the Range of $3.40 to $3.70.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$2,139, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total loss to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,639 per share.お知らせ • Dec 16Abercrombie & Fitch Co. Promotes Robert J. Ball from Senior Vice President and Chief Financial Officer to Executive Vice President and Chief Financial Officer, Effective December 11, 2025On December 11, 2025 (the “Effective Date”), Abercrombie & Fitch Co. (the “Company”) promoted Robert J. Ball from Senior Vice President and Chief Financial Officer to Executive Vice President and Chief Financial Officer.Buy Or Sell Opportunity • Dec 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to Mex$1,890. The fair value is estimated to be Mex$1,528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 65%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to decline by 8.4% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,863, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,609 per share.New Risk • Nov 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings are forecast to decline by an average of 4.3% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$22m sold).Reported Earnings • Nov 26Third quarter 2026 earnings released: EPS: US$2.41 (vs US$2.59 in 3Q 2025)Third quarter 2026 results: EPS: US$2.41 (down from US$2.59 in 3Q 2025). Revenue: US$1.29b (up 6.8% from 3Q 2025). Net income: US$113.0m (down 14% from 3Q 2025). Profit margin: 8.8% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in South America.Buy Or Sell Opportunity • Nov 25Now 27% overvaluedOver the last 90 days, the stock has fallen 18% to Mex$1,442. The fair value is estimated to be Mex$1,133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 75%.お知らせ • Nov 25+ 1 more updateAbercrombie & Fitch Co. Provides Earnings Guidance for the Fourth Quarter of 2025Abercrombie & Fitch Co. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net sales growth in the range of 4% to 6%, operating margin around 14% and net income per diluted share in the range of $3.40 to $3.70.New Risk • Nov 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$22m sold).Buy Or Sell Opportunity • Nov 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to Mex$1,272. The fair value is estimated to be Mex$1,625, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 74%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.お知らせ • Oct 31Abercrombie & Fitch Co. to Report Q3, 2026 Results on Nov 25, 2025Abercrombie & Fitch Co. announced that they will report Q3, 2026 results at 7:30 AM, US Eastern Standard Time on Nov 25, 2025Buy Or Sell Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to Mex$1,285. The fair value is estimated to be Mex$1,609, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 74%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.Recent Insider Transactions • Sep 10Independent Director recently sold Mex$2.5m worth of stockOn the 5th of September, Kenneth Robinson sold around 1k shares on-market at roughly Mex$1,771 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.1m. Insiders have been net sellers, collectively disposing of Mex$132m more than they bought in the last 12 months.Recent Insider Transactions • Sep 05Independent Director recently sold Mex$9.1m worth of stockOn the 29th of August, James Goldman sold around 5k shares on-market at roughly Mex$1,794 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$191m more than they bought in the last 12 months.Buy Or Sell Opportunity • Aug 27Now 22% undervaluedOver the last 90 days, the stock has risen 11% to Mex$1,750. The fair value is estimated to be Mex$2,233, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 74%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to decline by 6.2% in the next 2 years.お知らせ • Aug 27+ 1 more updateAbercrombie & Fitch Co. Increases Earnings Guidance for the Full Year 2025Abercrombie & Fitch Co. increased earnings guidance for the full year 2025. For the year, the company expects Net sales in the range of 5% to 7% against Previous Outlook of 3% to 6%. Net income per diluted share in the Range of $10.00 to $10.50 against previous outlook of $9.50 to $10.50.お知らせ • Aug 01Abercrombie & Fitch Co. to Report Q2, 2026 Results on Aug 27, 2025Abercrombie & Fitch Co. announced that they will report Q2, 2026 results at 7:30 AM, US Eastern Standard Time on Aug 27, 2025Reported Earnings • May 29First quarter 2026 earnings released: EPS: US$1.63 (vs US$2.24 in 1Q 2025)First quarter 2026 results: EPS: US$1.63 (down from US$2.24 in 1Q 2025). Revenue: US$1.10b (up 7.5% from 1Q 2025). Net income: US$80.4m (down 29% from 1Q 2025). Profit margin: 7.3% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in South America.お知らせ • May 28+ 1 more updateAbercrombie & Fitch Co. Provides Earnings Guidance for the Second Quarter of 2025Abercrombie & Fitch Co. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net sales to be growth in the range of 3% to 5% and net income per diluted share to be in the range of $2.10 to $2.30.お知らせ • May 02Abercrombie & Fitch Co. to Report Q1, 2026 Results on May 28, 2025Abercrombie & Fitch Co. announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on May 28, 2025お知らせ • Apr 29Abercrombie & Fitch Co., Annual General Meeting, Jun 11, 2025Abercrombie & Fitch Co., Annual General Meeting, Jun 11, 2025.New Risk • Apr 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future.お知らせ • Mar 07Abercrombie & Fitch Co. (NYSE:ANF) announces an Equity Buyback for $1,300 million worth of its shares.Abercrombie & Fitch Co. (NYSE:ANF) announces a share repurchase program. Under the program, the company will repurchase up to $1,300 million worth of shares.お知らせ • Mar 06Abercrombie & Fitch Co. Provides Earnings Guidance for the First Quarter and Full Year of 2025Abercrombie & Fitch Co. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects Net sales growth in the range of 4% to 6% and Net income per diluted share in the range of $1.25 to $1.45. For the year, the company expects Net sales growth in the range of 3% to 5% and Net income per diluted share in the range of $10.40 to $11.40.Reported Earnings • Mar 06Full year 2025 earnings released: EPS: US$11.14 (vs US$6.53 in FY 2024)Full year 2025 results: EPS: US$11.14 (up from US$6.53 in FY 2024). Revenue: US$4.95b (up 16% from FY 2024). Net income: US$566.2m (up 73% from FY 2024). Profit margin: 11% (up from 7.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Specialty Retail industry in South America.お知らせ • Feb 09Abercrombie & Fitch Co. to Report Q4, 2025 Results on Mar 05, 2025Abercrombie & Fitch Co. announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Mar 05, 2025Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$2,675, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 7x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,834 per share.お知らせ • Jan 13Abercrombie & Fitch Co. Updates Earnings Guidance for the Fourth Quarter and for Full Year of 2024Abercrombie & Fitch Co. updates earnings guidance for the fourth quarter and for full year of 2024. For the quarter the company expects Net sales In the range of 7% to 8% against Previous Fourth Quarter Outlook In the range of 5% to 7%. For the full year, company expects Net sales Around 15% against Previous Full Year Outlook In the range of 14% to 15%.Recent Insider Transactions • Dec 05Executive VP & COO recently sold Mex$26m worth of stockOn the 29th of November, Scott Lipesky sold around 9k shares on-market at roughly Mex$3,049 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$50m. Scott has been a net seller over the last 12 months, reducing personal holdings by Mex$140m.お知らせ • Nov 29+ 1 more updateAbercrombie & Fitch Co. Announces Executive AppointmentsOn November 20, 2024 (the “Effective Date”), the Board of Directors of Abercrombie & Fitch Co. appointed (i) Robert Ball as the Company’s Senior Vice President and (ii) Joseph Frericks, the Company’s Group Vice President, Corporate Controller, as the Company’s principal accounting officer, in each case effective as of the Effective Date. Mr. Ball, age 45, previously served as the Company’s Senior Vice President of Corporate Finance, Investor Relations, and Treasury, a role he held since 2023. Mr. Ball joined the Company in 2003 and has held several finance leadership positions with the Company, including, among others, Group Vice President, Corporate Finance and Transformation Management Office (from 2022 to 2023), Group Vice President, Corporate Finance (from 2021 to 2022), Vice President, Corporate Finance (from 2018 to 2021), and Chief Financial Officer of the Abercrombie & Fitch and abercrombie kids brands (from 2014 to 2018). Prior to that, he held roles of increasing responsibility in the finance department, including roles in financial reporting, financial planning and analysis, and real estate accounting. Before joining the Company in 2003, Mr. Ball started his career as a financial advisor at Merrill Lynch. Mr. Ball holds a degree in Business Administration, Finance and Accountancy from the University of Michigan. Mr. Frericks, age 47, has over 25 years of experience, most recently serving as the Company’s Group Vice President, Finance and Corporate Controller (since 2021) and as the Company’s Vice President, Finance and Corporate Controller (from 2015 to 2021). Prior to joining the Company in 2015, Mr. Frericks served in roles of increasing responsibility at Ernst & Young LLP (from 1999 to 2015). Mr. Frericks holds a degree in Business Administration, Accountancy from the University of Notre Dame. In connection with the above, as of the Effective Date, Scott Lipesky ceased to serve as the Company’s principal financial officer, and principal accounting officer. Following the Effective Date, Mr. Lipesky will continue to serve as the Company’s Executive Vice President and Chief Operating Officer.Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: US$2.59 (vs US$1.91 in 3Q 2024)Third quarter 2025 results: EPS: US$2.59 (up from US$1.91 in 3Q 2024). Revenue: US$1.21b (up 14% from 3Q 2024). Net income: US$132.0m (up 37% from 3Q 2024). Profit margin: 11% (up from 9.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Specialty Retail industry in South America.お知らせ • Nov 26+ 1 more updateAbercrombie & Fitch Co. Provides Earnings Guidance for the Fourth Quarter of 2024Abercrombie & Fitch Co. provided earnings guidance for the Fourth quarter of 2024. for the Quarter, the company expects Net sales in the range of 5% to 7%.お知らせ • Oct 25Abercrombie & Fitch Co. to Report Q3, 2025 Results on Nov 26, 2024Abercrombie & Fitch Co. announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Nov 26, 2024Recent Insider Transactions • Sep 10Independent Chairman recently sold Mex$11m worth of stockOn the 6th of September, Nigel Travis sold around 4k shares on-market at roughly Mex$2,660 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$26m. Nigel has been a net seller over the last 12 months, reducing personal holdings by Mex$43m.株主還元ANF *MX Specialty RetailMX 市場7D6.4%1.5%-0.7%1Y-3.0%15.0%16.4%株主還元を見る業界別リターン: ANF *過去 1 年間で15 % の収益を上げたMX Specialty Retail業界を下回りました。リターン対市場: ANF *は、過去 1 年間で16.4 % のリターンを上げたMX市場を下回りました。価格変動Is ANF *'s price volatile compared to industry and market?ANF * volatilityANF * Average Weekly Movementn/aSpecialty Retail Industry Average Movement6.3%Market Average Movement3.5%10% most volatile stocks in MX Market5.4%10% least volatile stocks in MX Market2.4%安定した株価: ANF *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のANF *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト189224,900Fran Horowitzcorporate.abercrombie.comアバクロンビー＆フィッチ社は、その子会社を通じて、米州、欧州、中東、アフリカ、アジア太平洋地域でオムニチャネル小売業を展開している。同社は、アバクロンビー＆フィッチ、アバクロンビー・キッズ、ユア・パーソナル・ベスト、ホリスター、ギリー・ヒックスのブランドで、メンズ、レディース、キッズ向けのアパレル、パーソナルケア製品、アクセサリーの品揃えを提供している。アバクロンビー＆フィッチ、アバクロンビー・キッズ、ユア・パーソナル・ベスト、ホリスター、ギリー・ヒックスのブランドで、メンズ、レディス、キッズのアクセサリーを販売。アバクロンビー＆フィッチ社は1892年に設立され、オハイオ州ニューオールバニーに本社を置いている。もっと見るAbercrombie & Fitch Co. 基礎のまとめAbercrombie & Fitch の収益と売上を時価総額と比較するとどうか。ANF * 基礎統計学時価総額Mex$76.56b収益（TTM）Mex$8.55b売上高(TTM)Mex$91.45b9.0xPER（株価収益率0.8xP/SレシオANF * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ANF * 損益計算書（TTM）収益US$5.28b売上原価US$2.03b売上総利益US$3.26bその他の費用US$2.76b収益US$493.64m直近の収益報告May 02, 2026次回決算日Aug 26, 2026一株当たり利益（EPS）11.11グロス・マージン61.66%純利益率9.34%有利子負債／自己資本比率0%ANF * の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/03 17:40終値2026/07/28 00:00収益2026/05/02年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Abercrombie & Fitch Co. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45 アナリスト機関null nullArgus Research CompanyMark AltschwagerBairdMatthew McClintockBarclays42 その他のアナリストを表示
お知らせ • Jul 31Abercrombie & Fitch Co. to Report Q2, 2027 Results on Aug 26, 2026Abercrombie & Fitch Co. announced that they will report Q2, 2027 results at 7:30 AM, US Eastern Standard Time on Aug 26, 2026
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,550, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total returns to shareholders of 4.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,654 per share.
お知らせ • May 28Abercrombie & Fitch Co. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 and Maintains Earnings Guidance for the Full Year Fiscal 2026Abercrombie & Fitch Co. provided earnings guidance for the second quarter of fiscal 2026 and maintained full year fiscal 2026. For the second quarter of fiscal 2026, the company expects net sales growth of 2% to 4% to the Second Quarter 2025 level of $1.2 billion and net income per diluted share in the range of $1.80 to $2. Operating margin to be Around 10.0%. For the full year of fiscal 2026, the company expects net sales growth of 3% to 5% from $5.27 billion in 2025 and earnings per diluted share in the range of $10.20 to $11.00. Operating margin to be In the Range of 12.0% to 12.5%.
Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$1.49 (vs US$1.63 in 1Q 2026)First quarter 2027 results: EPS: US$1.49 (down from US$1.63 in 1Q 2026). Revenue: US$1.11b (up 1.5% from 1Q 2026). Net income: US$67.1m (down 17% from 1Q 2026). Profit margin: 6.0% (down from 7.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in South America.
お知らせ • May 02Abercrombie & Fitch Co. to Report Q1, 2027 Results on May 27, 2026Abercrombie & Fitch Co. announced that they will report Q1, 2027 results at 7:30 AM, US Eastern Standard Time on May 27, 2026
お知らせ • Apr 22Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026.
お知らせ • Jul 31Abercrombie & Fitch Co. to Report Q2, 2027 Results on Aug 26, 2026Abercrombie & Fitch Co. announced that they will report Q2, 2027 results at 7:30 AM, US Eastern Standard Time on Aug 26, 2026
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,550, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total returns to shareholders of 4.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,654 per share.
お知らせ • May 28Abercrombie & Fitch Co. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 and Maintains Earnings Guidance for the Full Year Fiscal 2026Abercrombie & Fitch Co. provided earnings guidance for the second quarter of fiscal 2026 and maintained full year fiscal 2026. For the second quarter of fiscal 2026, the company expects net sales growth of 2% to 4% to the Second Quarter 2025 level of $1.2 billion and net income per diluted share in the range of $1.80 to $2. Operating margin to be Around 10.0%. For the full year of fiscal 2026, the company expects net sales growth of 3% to 5% from $5.27 billion in 2025 and earnings per diluted share in the range of $10.20 to $11.00. Operating margin to be In the Range of 12.0% to 12.5%.
Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$1.49 (vs US$1.63 in 1Q 2026)First quarter 2027 results: EPS: US$1.49 (down from US$1.63 in 1Q 2026). Revenue: US$1.11b (up 1.5% from 1Q 2026). Net income: US$67.1m (down 17% from 1Q 2026). Profit margin: 6.0% (down from 7.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in South America.
お知らせ • May 02Abercrombie & Fitch Co. to Report Q1, 2027 Results on May 27, 2026Abercrombie & Fitch Co. announced that they will report Q1, 2027 results at 7:30 AM, US Eastern Standard Time on May 27, 2026
お知らせ • Apr 22Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026Abercrombie & Fitch Co., Annual General Meeting, Jun 03, 2026.
Reported Earnings • Mar 27Full year 2026 earnings released: EPS: US$10.71 (vs US$11.14 in FY 2025)Full year 2026 results: EPS: US$10.71 (down from US$11.14 in FY 2025). Revenue: US$5.27b (up 6.4% from FY 2025). Net income: US$506.9m (down 11% from FY 2025). Profit margin: 9.6% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 3.0% vs FY 2025 Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in South America.
お知らせ • Mar 05Abercrombie & Fitch Co. Provides Earnings Guidance for the First Quarter Fiscal 2026 and Full Year Fiscal 2026Abercrombie & Fitch Co. provided earnings guidance for the first quarter fiscal 2026 and full year fiscal 2026. For the first quarter of fiscal 2026, the company expects net sales growth of 1% to 3% and net income per diluted share in the range of $1.20 to $1.30. Operating margin to be Around 7.0%. For the full year of fiscal 2026, the company expects net sales growth of 3% to 5% and net income per diluted share in the range of $10.20 to $11.00. Operating margin to be In the Range of 12.0% to 12.5%.
New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).
お知らせ • Feb 11Abercrombie & Fitch Co. Announces Its A Division Abercrombie Kids Launches Baby & Toddler Collection, Expanding Its Offerings to Include Newborn to 5T SizesAbercrombie & Fitch Co. announced its division abercrombie kids announced that it is expanding its size offerings with the launch of its new Baby & Toddler Collection. The introduction marks the brand's first expansion into baby and toddler apparel, with sizes ranging from newborn to 5T, allowing families to dress their children in abercrombie styles from their earliest moments. Designed for everyday wear, playtime, special events and everything in between, the Baby & Toddler Collection brings Abercrombie & Fitch's signature approach to children's clothing to the earliest stages of life. The assortment features soft, durable fabrics, versatile silhouettes and classic detailing intended to support comfort and ease of movement. With the addition of newborn, baby and toddler sizing, abercrombie kids now offers apparel across every stage of childhood, creating a single, trusted destination for families.
お知らせ • Feb 06Abercrombie & Fitch Co. to Report Q4, 2026 Results on Mar 04, 2026Abercrombie & Fitch Co. announced that they will report Q4, 2026 results at 7:30 AM, US Eastern Standard Time on Mar 04, 2026
Buy Or Sell Opportunity • Jan 13Now 29% undervaluedOver the last 90 days, the stock has risen 39% to Mex$1,832. The fair value is estimated to be Mex$2,576, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 65%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to decline by 5.7% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$1,832, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 33% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,576 per share.
お知らせ • Jan 13+ 1 more updateAbercrombie & Fitch Co. Updates Earnings Guidance for the Fourth Quarter of Fiscal Year 2025Abercrombie & Fitch Co. updated earnings guidance for the fourth quarter of fiscal year 2025. For the period, the company expects Net sales Growth Around 5% against previous outlook Growth In The Range of 4% to 6%. Operating margin Around 14% against previous outlook of Around 14%. Net income per diluted share in the Range of $3.50 to $3.60 against previous outlook of in the Range of $3.40 to $3.70.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$2,139, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Specialty Retail industry in South America. Total loss to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,639 per share.
お知らせ • Dec 16Abercrombie & Fitch Co. Promotes Robert J. Ball from Senior Vice President and Chief Financial Officer to Executive Vice President and Chief Financial Officer, Effective December 11, 2025On December 11, 2025 (the “Effective Date”), Abercrombie & Fitch Co. (the “Company”) promoted Robert J. Ball from Senior Vice President and Chief Financial Officer to Executive Vice President and Chief Financial Officer.
Buy Or Sell Opportunity • Dec 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to Mex$1,890. The fair value is estimated to be Mex$1,528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 65%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to decline by 8.4% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,863, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,609 per share.
New Risk • Nov 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings are forecast to decline by an average of 4.3% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$22m sold).
Reported Earnings • Nov 26Third quarter 2026 earnings released: EPS: US$2.41 (vs US$2.59 in 3Q 2025)Third quarter 2026 results: EPS: US$2.41 (down from US$2.59 in 3Q 2025). Revenue: US$1.29b (up 6.8% from 3Q 2025). Net income: US$113.0m (down 14% from 3Q 2025). Profit margin: 8.8% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in South America.
Buy Or Sell Opportunity • Nov 25Now 27% overvaluedOver the last 90 days, the stock has fallen 18% to Mex$1,442. The fair value is estimated to be Mex$1,133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 75%.
お知らせ • Nov 25+ 1 more updateAbercrombie & Fitch Co. Provides Earnings Guidance for the Fourth Quarter of 2025Abercrombie & Fitch Co. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net sales growth in the range of 4% to 6%, operating margin around 14% and net income per diluted share in the range of $3.40 to $3.70.
New Risk • Nov 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$22m sold).
Buy Or Sell Opportunity • Nov 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to Mex$1,272. The fair value is estimated to be Mex$1,625, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 74%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.
お知らせ • Oct 31Abercrombie & Fitch Co. to Report Q3, 2026 Results on Nov 25, 2025Abercrombie & Fitch Co. announced that they will report Q3, 2026 results at 7:30 AM, US Eastern Standard Time on Nov 25, 2025
Buy Or Sell Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to Mex$1,285. The fair value is estimated to be Mex$1,609, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 74%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.
Recent Insider Transactions • Sep 10Independent Director recently sold Mex$2.5m worth of stockOn the 5th of September, Kenneth Robinson sold around 1k shares on-market at roughly Mex$1,771 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.1m. Insiders have been net sellers, collectively disposing of Mex$132m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 05Independent Director recently sold Mex$9.1m worth of stockOn the 29th of August, James Goldman sold around 5k shares on-market at roughly Mex$1,794 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$191m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Aug 27Now 22% undervaluedOver the last 90 days, the stock has risen 11% to Mex$1,750. The fair value is estimated to be Mex$2,233, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 74%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to decline by 6.2% in the next 2 years.
お知らせ • Aug 27+ 1 more updateAbercrombie & Fitch Co. Increases Earnings Guidance for the Full Year 2025Abercrombie & Fitch Co. increased earnings guidance for the full year 2025. For the year, the company expects Net sales in the range of 5% to 7% against Previous Outlook of 3% to 6%. Net income per diluted share in the Range of $10.00 to $10.50 against previous outlook of $9.50 to $10.50.
お知らせ • Aug 01Abercrombie & Fitch Co. to Report Q2, 2026 Results on Aug 27, 2025Abercrombie & Fitch Co. announced that they will report Q2, 2026 results at 7:30 AM, US Eastern Standard Time on Aug 27, 2025
Reported Earnings • May 29First quarter 2026 earnings released: EPS: US$1.63 (vs US$2.24 in 1Q 2025)First quarter 2026 results: EPS: US$1.63 (down from US$2.24 in 1Q 2025). Revenue: US$1.10b (up 7.5% from 1Q 2025). Net income: US$80.4m (down 29% from 1Q 2025). Profit margin: 7.3% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in South America.
お知らせ • May 28+ 1 more updateAbercrombie & Fitch Co. Provides Earnings Guidance for the Second Quarter of 2025Abercrombie & Fitch Co. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net sales to be growth in the range of 3% to 5% and net income per diluted share to be in the range of $2.10 to $2.30.
お知らせ • May 02Abercrombie & Fitch Co. to Report Q1, 2026 Results on May 28, 2025Abercrombie & Fitch Co. announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on May 28, 2025
お知らせ • Apr 29Abercrombie & Fitch Co., Annual General Meeting, Jun 11, 2025Abercrombie & Fitch Co., Annual General Meeting, Jun 11, 2025.
New Risk • Apr 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future.
お知らせ • Mar 07Abercrombie & Fitch Co. (NYSE:ANF) announces an Equity Buyback for $1,300 million worth of its shares.Abercrombie & Fitch Co. (NYSE:ANF) announces a share repurchase program. Under the program, the company will repurchase up to $1,300 million worth of shares.
お知らせ • Mar 06Abercrombie & Fitch Co. Provides Earnings Guidance for the First Quarter and Full Year of 2025Abercrombie & Fitch Co. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects Net sales growth in the range of 4% to 6% and Net income per diluted share in the range of $1.25 to $1.45. For the year, the company expects Net sales growth in the range of 3% to 5% and Net income per diluted share in the range of $10.40 to $11.40.
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: US$11.14 (vs US$6.53 in FY 2024)Full year 2025 results: EPS: US$11.14 (up from US$6.53 in FY 2024). Revenue: US$4.95b (up 16% from FY 2024). Net income: US$566.2m (up 73% from FY 2024). Profit margin: 11% (up from 7.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Specialty Retail industry in South America.
お知らせ • Feb 09Abercrombie & Fitch Co. to Report Q4, 2025 Results on Mar 05, 2025Abercrombie & Fitch Co. announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Mar 05, 2025
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$2,675, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 7x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,834 per share.
お知らせ • Jan 13Abercrombie & Fitch Co. Updates Earnings Guidance for the Fourth Quarter and for Full Year of 2024Abercrombie & Fitch Co. updates earnings guidance for the fourth quarter and for full year of 2024. For the quarter the company expects Net sales In the range of 7% to 8% against Previous Fourth Quarter Outlook In the range of 5% to 7%. For the full year, company expects Net sales Around 15% against Previous Full Year Outlook In the range of 14% to 15%.
Recent Insider Transactions • Dec 05Executive VP & COO recently sold Mex$26m worth of stockOn the 29th of November, Scott Lipesky sold around 9k shares on-market at roughly Mex$3,049 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$50m. Scott has been a net seller over the last 12 months, reducing personal holdings by Mex$140m.
お知らせ • Nov 29+ 1 more updateAbercrombie & Fitch Co. Announces Executive AppointmentsOn November 20, 2024 (the “Effective Date”), the Board of Directors of Abercrombie & Fitch Co. appointed (i) Robert Ball as the Company’s Senior Vice President and (ii) Joseph Frericks, the Company’s Group Vice President, Corporate Controller, as the Company’s principal accounting officer, in each case effective as of the Effective Date. Mr. Ball, age 45, previously served as the Company’s Senior Vice President of Corporate Finance, Investor Relations, and Treasury, a role he held since 2023. Mr. Ball joined the Company in 2003 and has held several finance leadership positions with the Company, including, among others, Group Vice President, Corporate Finance and Transformation Management Office (from 2022 to 2023), Group Vice President, Corporate Finance (from 2021 to 2022), Vice President, Corporate Finance (from 2018 to 2021), and Chief Financial Officer of the Abercrombie & Fitch and abercrombie kids brands (from 2014 to 2018). Prior to that, he held roles of increasing responsibility in the finance department, including roles in financial reporting, financial planning and analysis, and real estate accounting. Before joining the Company in 2003, Mr. Ball started his career as a financial advisor at Merrill Lynch. Mr. Ball holds a degree in Business Administration, Finance and Accountancy from the University of Michigan. Mr. Frericks, age 47, has over 25 years of experience, most recently serving as the Company’s Group Vice President, Finance and Corporate Controller (since 2021) and as the Company’s Vice President, Finance and Corporate Controller (from 2015 to 2021). Prior to joining the Company in 2015, Mr. Frericks served in roles of increasing responsibility at Ernst & Young LLP (from 1999 to 2015). Mr. Frericks holds a degree in Business Administration, Accountancy from the University of Notre Dame. In connection with the above, as of the Effective Date, Scott Lipesky ceased to serve as the Company’s principal financial officer, and principal accounting officer. Following the Effective Date, Mr. Lipesky will continue to serve as the Company’s Executive Vice President and Chief Operating Officer.
Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: US$2.59 (vs US$1.91 in 3Q 2024)Third quarter 2025 results: EPS: US$2.59 (up from US$1.91 in 3Q 2024). Revenue: US$1.21b (up 14% from 3Q 2024). Net income: US$132.0m (up 37% from 3Q 2024). Profit margin: 11% (up from 9.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Specialty Retail industry in South America.
お知らせ • Nov 26+ 1 more updateAbercrombie & Fitch Co. Provides Earnings Guidance for the Fourth Quarter of 2024Abercrombie & Fitch Co. provided earnings guidance for the Fourth quarter of 2024. for the Quarter, the company expects Net sales in the range of 5% to 7%.
お知らせ • Oct 25Abercrombie & Fitch Co. to Report Q3, 2025 Results on Nov 26, 2024Abercrombie & Fitch Co. announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Nov 26, 2024
Recent Insider Transactions • Sep 10Independent Chairman recently sold Mex$11m worth of stockOn the 6th of September, Nigel Travis sold around 4k shares on-market at roughly Mex$2,660 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$26m. Nigel has been a net seller over the last 12 months, reducing personal holdings by Mex$43m.
