A&F(US:ANF) Zhi Tong Cai Jing·2026-01-12 14:32Group 1 - The core viewpoint of the articles indicates that the apparel retail sector in the US is facing pressure, with significant declines in stock prices for several companies following updated earnings guidance [1][2] - Abercrombie & Fitch (ANF.US) experienced a drop of over 17% after narrowing its earnings and revenue forecast for Q4 FY2025, projecting diluted EPS between $3.50 and $3.60, compared to the previous range of $3.40 to $3.70 [1] - The company also expects Q4 net sales to grow approximately 5% year-over-year, down from a prior guidance of 4% to 6% growth [1] - For the full fiscal year 2025, Abercrombie updated its EPS outlook to a range of $10.30 to $10.40, slightly adjusted from the previous range of $10.20 to $10.50 [1] - Analyst consensus for Abercrombie's full-year EPS is $10.17 [1] Group 2 - American Eagle Outfitters (AEO.US) saw a decline of over 9%, despite raising its Q4 operating profit forecast to between $167 million and $170 million, up from a previous range of $155 million to $160 million [1] - The company noted positive trends across its brands and omnichannel sales, which contributed to the improved performance outlook [1] - Despite the upward revision in guidance, American Eagle's stock price still fell, indicating market caution regarding its short-term performance [1] - Other apparel retail stocks also faced declines, with Urban Outfitters (URBN.US) down over 8%, Under Armour-A (UAA.US) down over 3.7%, and Gap Inc (GAP.US) down over 3.4% [2]