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ANANF

Abercrombie & Fitch Co.

$ANF·$4.1B·Apparel - Retail·Consumer Cyclical
$92.41+0.1%YTD-26.6%1Y+4.6%
Mentions · last 7 days
2026-06-25: 9 posts2026-06-26: 5 posts2026-06-27: 1 posts2026-06-28: 2 posts2026-06-29: 4 posts2026-06-30: 6 posts2026-07-01: 2 posts29
Price updated 37m ago·X counts updated 23h ago
ANANF
$ANFAbercrombie & Fitch Co.
$92.41+0.10%29 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Abercrombie & Fitch at 40% of the 52-week range — brand-turnaround still working, 8.7x PE.

Abercrombie & Fitch operates the Abercrombie & Fitch (adult casual) and Hollister (teen apparel) brands. The equity is down 27% YTD despite continued brand strength, providing a legitimate value-turnaround setup.

What the fundamentals show:

  • Growth is essentially flat — Q1 revenue grew 1.5% year-over-year with operating margin at 12.9%; the trailing PE of 8.7x is legitimately cheap for a franchise with A&F brand equity plus Hollister positioning.
  • The June 3 annual meeting elected nine directors with strong support (37-38M for) — that's routine governance stability supporting the turnaround execution.
  • Officer M-Exempt and A-Award transactions on June 5 (Andrew Paul Clarke, Arturo Nunez) are routine equity comp.

Stock sits at 40% of the 52-week range +3% above the 200-day, up 2.6% today on modest volume — the tape is coiling with continued brand execution as the primary framework. August 26 fiscal Q2 earnings is the pivotal test: continued mid-single-digit comp growth plus operating margin stability unlocks the setup toward the mid-$100s, while any comp deceleration or margin compression keeps the tape range-bound. No X sentiment captured — this trades on fundamentals and specialty-apparel positioning.

What to watch: August 26 fiscal Q2 earnings — comp trajectory, operating margin, and any brand-level (A&F vs. Hollister) commentary. A comp deceleration keeps the tape coiled.

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

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What it does

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

Abercrombie & Fitch Co., through its subsidiaries, operates as an omnichannel retailer in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It offers an assortment of apparel, personal care products, and accessories for men, women, and kids under the Abercrombie & Fitch, abercrombie kids, Your Personal Best, Hollister, and Gilly Hicks brands. The company sells products through its stores, various wholesale, franchise, and licensing arrangements, as well as e-commerce platforms. Abercrombie & Fitch Co. was founded in 1892 and is headquartered in New Albany, Ohio.

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

Off-price is the structural winner — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity. LULU faces North American comp deceleration and China growth miss; tariff-driven input cost uncertainty adds a second structural headwind for branded full-price apparel..

Industry benchmark

9-name peer basket
-6.7%YTD
+39.6%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 $1.94

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.3B$5.3B – $5.3B$9.84$9.81 – $9.867
FY27$5.5B$5.4B – $5.5B$10.69$10.56 – $10.928
FY28$5.7B$5.5B – $5.8B$11.81$11.54 – $12.048
FY29$5.8B$5.8B – $5.8B$13.16$12.95 – $13.363

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.40%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.+12.4%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.+3.0%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 today2.6% 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.β0.915-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

No open-market buys or sells in the last 180 days.

+ 36 other (15 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
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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.

8-KPress release / Reg FDJan 128-K — Item 7.01: Press release / Reg FD
+ 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.

Why Is Abercrombie (ANF) Up 8.7% Since Last Earnings Report?zacks.com·6d agoURBN vs. ANF: Which Retail Giant Stock Should Investors Choose?zacks.com·6d agoAbercrombie & Fitch: Compelling P/E Amid Asia Expansionseekingalpha.com·8d agoIs Hollister Emerging as a Key Growth Driver for Abercrombie?zacks.com·8d agoAmerican Eagle's Q1 Beat Leaves Investors With a Bigger Questionmarketbeat.com·9d ago

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Voices on X · last 7 days

No standout posts about $ANF on X in the last 7 days.

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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