earnings
confidence high
sentiment neutral
materiality 0.70
Q2 net sales record $1.2B (+7% YoY); GAAP EPS $2.91 includes litigation benefit; raises FY outlook with $90M tariff cost
ABERCROMBIE & FITCH CO /DE/
2025-Q2 EPS reported
$4.47
revenue$2,305,871,000
- Q2 net sales $1.209B, up 7% YoY; Americas +8%, APAC +12%, EMEA -1%.
- Hollister brands +19% YoY; Abercrombie brands -5%; Abercrombie comparable sales -11% vs +21% last year.
- GAAP operating margin 17.1% includes $39M litigation benefit; adjusted operating margin 13.9% and adjusted EPS $2.32 (excluding benefit).
- GAAP diluted EPS $2.91 (includes $0.59 per share litigation benefit) vs $2.50 last year.
- Full-year net sales outlook raised; expects ~$90M net tariff cost impact reflected in profitability.