earnings
confidence high
sentiment positive
materiality 0.75
Abercrombie & Fitch narrows FY2025 EPS guidance to $10.30-$10.40, Q4 net sales growth ~5%
ABERCROMBIE & FITCH CO /DE/
- Record QTD net sales through December; Hollister Brands mid-teens growth; Abercrombie low-single-digit Q4 growth.
- Full-year net sales growth at least 6% (previously 6%-7%); operating margin ~13% (prev. 13%-13.5%).
- Q4 EPS guided $3.50-$3.60 (prev. $3.40-$3.70); full-year EPS $10.30-$10.40.
- Includes $39M pre-tax benefit from litigation settlement; tariff expense ~$90M or 170 bps of sales.
- Share repurchases unchanged: ~$450M for FY2025, ~$100M in Q4.