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ANANF

Abercrombie & Fitch Co.

$ANF·$5.0B·Apparel - Retail·Consumer Cyclical
$108.13-0.6%YTD-12.5%1Y+11.1%
Mentions · last 7 days
2026-08-07: 2 posts2026-08-08: 1 posts2026-08-09: 5 posts2026-08-10: 10 posts2026-08-11: 21 posts2026-08-12: 5 posts2026-08-13: 6 posts50-4%
Price updated 2d ago·X counts updated 3d ago
ANANF
$ANFAbercrombie & Fitch Co.
$108.13-0.63%50 posts-4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ANF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

Abercrombie prints Aug 26 — retail cohort strong (URBN/GAP/ANF +5%), CFO Lipesky selling $4.3M ladder $100-115, weekly chart eyes $130.

Abercrombie & Fitch is a specialty apparel-retail franchise (A&F + Hollister + Aerie + Gilly Hicks brands) — the equity is real value-recovery accelerating on strong retail cohort, coiled ahead of Aug 26 Q2 print.

  • Aug 26 is the immediate binary: Q2 earnings with $1.99 EPS estimate.
  • Q1 was a beat: EPS $1.47 vs $1.28 (+15%) with revenue $1.11B — sustained execution.
  • Retail cohort strong: URBN +3.5%, GAP +4.1%, ANF +5% — real cohort-momentum framework.
  • Weekly chart eyeing $130, daily rounding — bulls collecting option-selling premium on cash-secured puts.
  • Insider selling loud: CFO Lipesky sold $4.30M via 40K-share ladder at $100→$105→$110→$115 across 7/16-8/10 — real coordinated cluster into strength.
  • BofA bought 53,161 shares (8/13) — institutional accumulation despite CFO selling.
  • Fundamentals: 61% gross margin, 13% op margin at $1.11B/qtr, 37% ROE — real premium franchise value. Position at 63% of 52w, +14% above 50d MA, +16% above 200d MA. Analysts: rev $5.26B FY26 → $5.65B FY28 with EPS $9.84 → $11.72.

Aug 26 is the immediate binary — a fifth beat with continued cohort strength extends the recovery; comp-store weakness or CFO-selling absorption failure is the invalidator. The real risk on retail at +YoY 11% with heavy insider selling is the tape needs to absorb supply before compounding trade resumes.

Agrees with X sentimentAgrees with the X bulls on the weekly chart $130 target, cohort strength (URBN/GAP/ANF +5%), and the option-selling premium framing. The 'dump-and-pump' language is playful but positive on price direction. Partial only because the CFO Lipesky $4.3M coordinated ladder-selling is a specific caveat.

What to watch: August 26 Q2 print — comp-store trajectory and cohort strength commentary. A fifth beat extends the recovery; comp-store weakness is the invalidator.

On the calendar: 2026-08-26 — Q2 FY26 earnings

insider selling clusterprice missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-08-14

Abercrombie is bullish. Weekly chart eyeing $130, daily chart rounding, retail cohort (URBN +3.5%, GAP +4.1%, ANF +5%) strong. Option-selling premium collected on ANF cash-secured puts. Retail 'dump-and-pump' language is playful but positive on price direction.

Read the AI verdict + X sentiment for $ANF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Omnichannel specialty apparel retailer selling youth lifestyle brands — Abercrombie & Fitch, Hollister, Gilly Hicks — across 50+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $ANF.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $ANF

Partial — Omnichannel specialty apparel retailer selling youth lifestyle brands — Abercrombie & Fitch, Hollister, Gilly Hicks — across 50+ countries; partial earnings exposure to apparel - retail demand dynamics through its product portfolio.

Industry benchmark

14-name peer basket
+12.6%YTD
+60.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
36.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 27, 2026$1.47$1.28+14.8%
Q4 2025Mar 4, 2026$3.68$3.56+3.4%
Q3 2025Nov 25, 2025$2.36$2.17+8.8%
Q2 2025Aug 27, 2025$2.32$2.27+2.2%
Next earningsWed, Aug 26·consensus EPS $1.99

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.1B+1.5%59.0%7.7%$1.49$-17.1M
Q4 FY25$1.7B+5.4%59.5%14.1%$3.77$250.6M
Q3 FY25$1.3B+6.8%62.5%12.0%$2.41$131.8M
Q2 FY25$1.2B+6.6%62.6%17.1%$2.97$50.7M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.3B$5.3B – $5.3B$9.84$9.81 – $9.867
FY27$5.4B$5.4B – $5.5B$10.69$9.91 – $11.098
FY28$5.7B$5.5B – $5.8B$11.72$10.85 – $12.169
FY29$5.8B$5.6B – $5.9B$12.93$12.54 – $13.184

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 40.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 10Scott D. LipeskyCOO10.0K sh$1.1MSellAug 4Scott D. LipeskyCOO10.0K sh$1.1MSellJul 28Scott D. LipeskyCOO10.0K sh$1.1MSellJul 16Scott D. LipeskyCOO10.0K sh$1.0M
+ 38 other (17 awards · 12 exempts · 8 inkinds · 1 gift) in window

See when $ANF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

Abercrombie & Fitch Co. (ANF) held its 2026 Annual Meeting on June 3, 2026, at which all nine director nominees were elected with strong support (37.7–38.3 million votes for, out of ~41 million total shares voted representing ~86% turnout), executive compensation was approved on an advisory basis (37.4M for, 851K against), and PricewaterhouseCoopers was ratified as independent auditor. Routine governance outcomes with high shareholder approval across all proposals.

+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Abercrombie & Fitch (ANF) Stock Sinks As Market Gains: Here's Whyzacks.com·3d agoAbercrombie Q2 Preview: Expecting Continued Sales Growth, Shares Fairly Valuedseekingalpha.com·3d agoBank of America Corp DE Purchases 53,161 Shares of Abercrombie & Fitch Company $ANFdefenseworld.net·4d agoBrokers Suggest Investing in Abercrombie (ANF): Read This Before Placing a Betzacks.com·4d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: Airbnb, AppLovin, Autodesk, Best Buy, BigBear.ai, Boeing, Fiserv, Jabil, Spotify Technology and More247wallst.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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