Key Takeaways ANF shares dropped more than 17% after revised fourth-quarter and fiscal 2025 guidance to reflect tariffs.Updated outlook assumes nearly $90M in tariff expense, with sales growth now at least 6%.ANF sees record quarter-to-date sales, regional growth and Hollister performance despite guidance cuts.Shares of Abercrombie & Fitch Co. (ANF) fell more than 17% yesterday despite issuing an encouraging business update. Investors’ sentiments were hurt by ANF’s updated forecasts for the fourth quarter a ...

Core Viewpoint - Abercrombie & Fitch has revised its fiscal 2025 outlook, maintaining most projections while refining certain assumptions regarding sales growth and operating margins [1][4]. Group 1: Financial Projections - For the full year, net sales growth is now anticipated to be at least 6%, narrowing from the previous guidance of 6% to 7% [1]. - Operating margin is projected to be around 13%, down from the earlier expectation of 13.0% to 13.5% [1]. - Earnings per diluted share for the year are forecasted to be between $10.30 and $10.40, compared to the earlier range of $10.20 to $10.50 [2]. - For the fourth quarter, net sales growth is expected to be around 5%, consistent with the prior guidance range of 4% to 6% [4]. - Quarterly net income per diluted share is now expected to fall between $3.50 and $3.60, compared to earlier guidance of $3.40 to $3.70 [4]. Group 2: Capital Expenditure and Share Repurchases - Planned share repurchases remain at approximately $450 million for the year, with around $100 million planned for the fourth quarter [2][5]. - Capital expenditure guidance has been increased to $245 million, up from roughly $225 million previously [2]. Group 3: Operational Plans - The company's real estate plans remain unchanged, with around 40 net store additions expected, including 60 openings and 20 closures [3]. - The updated outlook incorporates estimated tariff-related costs of around $90 million, equivalent to 170 basis points of net sales [5]. - A $39 million pre-tax benefit linked to a litigation settlement is also reflected in the guidance [6].

Key Takeaways For retailers like Abercrombie, record-breaking 2025 performance creates a "high bar".Rising CAPEX and persistent tariff expenses represent retail headwinds. There is a dramatic bifurcation between high-end and discount retail. Abercrombie Falls on Mediocre OutlookThe 2025 Holiday season was generally strong, as expected. However, Abercrombie and Fitch ((ANF) ) shares are falling today for a few different reasons, including:1.      A High Bar: After a successful, multi-year, store optimization ...

Abercrombie & Fitch's stock gets punished for a slight tweak in its sales growth outlook, just after it logged its best two-month gain in 25 years. ...

美鹰服饰(AEO.US)跌超9%，该公司目前预计，第四财季经营利润将在1.67亿美元至1.70亿美元之间， 高于此前给出的1.55亿美元至1.60亿美元指引区间。公司指出，其旗下各品牌及全渠道销售均呈现积极 趋势，推动业绩预期改善。尽管指引上调，该公司股价盘前仍旧下跌，显示市场对其短期股价表现仍持 谨慎态度。 其他服装零售概念股方面，都市服饰(URBN.US)跌超8%，安德玛-A(UAA.US)跌超3.7%，Gap Inc(GAP.US)跌超3.4%。 智通财经APP获悉，周一，美股服装零售概念盘前承压，爱芬奇(ANF.US)下跌超17%，该公司发布业绩 指引更新，收窄了部分盈利与收入预期区间。公司表示，2025财年第四季度摊薄后每股净利润预计在 3.5至3.6美元之间，较此前给出的3.40至3.70美元区间更为集中。根据调查，分析师当前一致预期为3.6 美元。在收入方面，爱芬奇预计第四季度净销售额同比增长约5%，此前指引为4%至6%的增长区间。同 时，公司还更新了2025财年全年的盈利展望，预计摊薄后每股收益(EPS)将在10.3至10.4美元之间，较此 前10.2至10.5美元的区间略作调整。调查显示，分 ...

Photographer: Shelby Knowles/Bloomberg Abercrombie & Fitch Co. shares sank after holiday sales disappointed investors, helping spark a selloff in retail stocks. The New Albany, Ohio-based company didn’t raise its outlook and now expects fourth-quarter sales growth of around 5%, the mid-point of its prior range. Most Read from Bloomberg The update came ahead of the ICR Conference taking place this week in Orlando. Other mall-based retailers, including American Eagle Outfitters Inc. and Urban Outfitter ...

美鹰服饰(AEO.US)跌超9%，该公司目前预计，第四财季经营利润将在1.67亿美元至1.70亿美元之间， 高于此前给出的1.55亿美元至1.60亿美元指引区间。公司指出，其旗下各品牌及全渠道销售均呈现积极 趋势，推动业绩预期改善。尽管指引上调，该公司股价盘前仍旧下跌，显示市场对其短期股价表现仍持 谨慎态度。 周一，美股服装零售概念盘前承压，爱芬奇(ANF.US)下跌超17%，该公司发布业绩指引更新，收窄了部 分盈利与收入预期区间。公司表示，2025财年第四季度摊薄后每股净利润预计在3.5至3.6美元之间，较 此前给出的3.40至3.70美元区间更为集中。根据调查，分析师当前一致预期为3.6美元。在收入方面，爱 芬奇预计第四季度净销售额同比增长约5%，此前指引为4%至6%的增长区间。同时，公司还更新了2025 财年全年的盈利展望，预计摊薄后每股收益(EPS)将在10.3至10.4美元之间，较此前10.2至10.5美元的区 间略作调整。调查显示，分析师对公司全年EPS的一致预期为10.17美元。 其他服装零售概念股方面，都市服饰(URBN.US)跌超8%，安德玛-A(UAA.US)跌超3.7%，Gap Inc( ...

Abercrombie & Fitch narrowed its fiscal fourth-quarter guidance and said its Hollister and Abercrombie segments each saw strong holiday sales. ...

The retailer narrows its sales and earnings guidance for the current quarter. ...

Abercrombie & Fitch lowered its annual net sales growth forecast on Monday, sending shares down 16% in premarket trade. ...