Abercrombie & Fitch CEO on NFL partnership, state of the consumer and impact of tariffs

Partnership & Expansion - Abercrombie & Fitch (A&F) announces a multi-year fashion partnership with the NFL, marking a first for both entities [1][2] - The partnership expands beyond licensing to include events and a style concierge program with NFL players [3] - A&F initially tested the NFL partnership with 5 teams and now represents 32 teams, including men's, women's, kids', and pets' apparel [2][3] Target Audience & Market Opportunity - The NFL partnership aims to increase brand awareness by aligning with sports, culture, and fashion trends [4] - A&F recognizes that half of the NFL fandom is female, presenting an opportunity to cater to both male and female consumers [5] - A&F sees the market as large enough for both them and competitors like Fanatics, given the tens of millions of viewers tuning in each weekend [5] Strategic Focus - A&F aims to provide apparel for pre-game, after-game, and game day, helping customers represent their favorite teams [6] - A&F focuses on aligning product, voice, and experience to attract consumers regardless of the economic climate [7] - A&F has a resilient playbook to manage challenges like tariffs, focusing on controlling what they can [8]