Stock Analysis

Results: Abercrombie & Fitch Co. Beat Earnings Expectations And Analysts Now Have New Forecasts

Abercrombie & Fitch Co. (NYSE:ANF) investors will be delighted, with the company turning in some strong numbers with its latest results. Abercrombie & Fitch beat earnings, with revenues hitting US$1.1b, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 20%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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NYSE:ANF Earnings and Revenue Growth May 30th 2025

Taking into account the latest results, the current consensus from Abercrombie & Fitch's nine analysts is for revenues of US$5.19b in 2026. This would reflect an okay 3.3% increase on its revenue over the past 12 months. Statutory earnings per share are forecast to shrink 8.5% to US$10.23 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$5.11b and earnings per share (EPS) of US$10.42 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Abercrombie & Fitch

There were no changes to revenue or earnings estimates or the price target of US$120, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Abercrombie & Fitch, with the most bullish analyst valuing it at US$171 and the most bearish at US$82.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Abercrombie & Fitch's revenue growth is expected to slow, with the forecast 4.4% annualised growth rate until the end of 2026 being well below the historical 9.0% p.a. growth over the last five years. Compare this to the 153 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 5.0% per year. So it's pretty clear that, while Abercrombie & Fitch's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

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The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Abercrombie & Fitch analysts - going out to 2028, and you can see them free on our platform here.

Plus, you should also learn about the 1 warning sign we've spotted with Abercrombie & Fitch .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.