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ANANF

Abercrombie & Fitch Co.

$ANF·$6.0B·Apparel - Retail·Consumer Cyclical
$134.09-0.4%YTD+7.0%1Y+57.4%
Price updated 9m ago·X counts updated 4d ago
ANANF
$ANFAbercrombie & Fitch Co.
$134.09-0.45%56 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ANF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

56X posts · last 7 days
Sep 13Sep 27
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ANF's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 94% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

BMO initiates Abercrombie & Fitch at Outperform, and posts draw NKE-to-ANF turnaround parallels citing a decade-plus recovery arc. Chartists move stops to break-even after 4R trades, treating it as a comeback name.

Read what X is saying about $ANF

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ANF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-09-30

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

Abercrombie & Fitch just got a BMO Outperform initiation as the core-brand revival takes hold — an NKE-to-ANF turnaround parallel.

Abercrombie & Fitch is the specialty apparel company that owns the Abercrombie, Hollister and Gilly Hicks brands — the flagship Abercrombie brand is finally reviving after a decade in the wilderness, with an Aerie-adjacent growth flywheel from Hollister.

  • The financial trajectory is strong: Q1 revenue grew 1.5% YoY to $1.11B (following +5.4% and +6.8%), operating margin 13%, ROIC 18%, FCF yield 10%, and last three EPS prints beat by 110%, 15% and 3% — real execution.
  • The Q2 EPS blowout supports the case: $4.17 versus $1.99 estimate (+109.5%) — meaning both mix and cost discipline are landing better than modeled.
  • The BMO initiation is the specific catalyst: BMO opened at Outperform with an NKE-to-ANF turnaround parallel — a decade-plus recovery arc framing that gives the sell-side a template to model.

Accelerating (76% of range, 9% above the 50-day and 32% above the 200-day) into the Nov 24 print. A beat plus firm holiday-quarter Abercrombie-brand growth is what extends the run; a soft Hollister comp or specific tariff-related margin pressure is what would break the setup. Real deep-value turnaround compounder at an 8.7x PE.

Agrees with X sentimentThe bulls have the setup right — BMO initiating Abercrombie at Outperform is a real, dated sell-side event, and the NKE-to-ANF turnaround parallel citing a decade-plus recovery arc is fair framing. The Q2 EPS beat by 109.5% supports the turnaround thesis directly. Chartists moving stops to break-even after 4R trades is honest position management.

What to watch: Q3 earnings Nov 24 — a beat plus firm holiday-quarter Abercrombie-brand growth extends the run; a soft Hollister comp or specific tariff-related margin pressure breaks the setup. Watch weekly Abercrombie brand traffic-and-conversion data and Nike peer read-throughs.

On the calendar: 2026-11-24 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $ANF

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

Industry benchmark

10-name peer basket
-1.2%YTD
+15.0%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
Q2 2026Aug 26, 2026$4.17$1.99+109.5%
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%
Next earningsTue, Nov 24·consensus EPS $3.07

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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.3B$5.3B – $5.3B$9.84$9.81 – $9.867
FY27$5.5B$5.5B – $5.5B$12.88$12.74 – $12.9710
FY28$5.8B$5.7B – $5.8B$12.94$12.06 – $13.4510
FY29$6.0B$5.9B – $6.1B$14.32$14.16 – $14.485

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.0.5×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.77%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.+9.2%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.+33.1%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 today2.8% 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.β0.975-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

SellSep 4Scott D. LipeskyCOO2.0K sh$294KSellAug 28Jay RustEVP, Chief HR Officer5.0K sh$738KSellAug 28Kenneth B. RobinsonDirector800 sh$120KSellAug 28Scott D. LipeskyCOO5.0K sh$745KSellAug 28Gregory J HenchelEVP, Chief Legal Off & Secy30.0K sh$4.4MSellAug 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
+ 22 other (12 awards · 9 exempts · 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

3New insider — initial holdingsAug 243
AI summary

Mary Fox filed an initial Form 3 for Abercrombie & Fitch (ANF) on August 24, 2026, disclosing that no securities are beneficially owned as of August 18, 2026 (the date she became a reporting person). Filed by attorney-in-fact Robert J. Tannous. Routine new-officer or director Form 3 with zero initial holdings; the filing is an administrative reporting obligation.

8-KOfficer or director changeAug 208-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Abercrombie & Fitch's Board expanded from nine to ten members and appointed Mary Fox as a non-associate director effective August 18, 2026; her term runs until the 2027 Annual Meeting with standard non-associate director compensation pro-rated from the appointment date. Committee assignments had not been determined at filing. The company also issued a press release on August 20 (Exhibit 99.1, furnished under Reg FD). This is a routine board expansion with minimal financial impact.

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 (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Abercrombie & Fitch: Core Abercrombie Brand Revival Is Underwayseekingalpha.com·4d agoWhy Is Abercrombie (ANF) Down 7.9% Since Last Earnings Report?zacks.com·6d agoNew Strong Buy Stocks for September 25thzacks.com·6d agoBest Value Stocks to Buy for September 25thzacks.com·6d agoAbercrombie & Fitch's Activewear Brand, YPB Launches Multi-Season Partnership with Barry'sglobenewswire.com·7d 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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