Feed / ANF

Abercrombie & Fitch Co.

ANF

Consumer Cyclical · 143.02 -5.9% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Abercrombie & Fitch Co.'s current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

What changed
  • Revenue increased 1.5% versus the comparable filing period.
  • Operating margin fell 1.3 percentage points.
Company-5.9% todayVolume comparison unavailable
Market group0 of 6 activeApparel Retail · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • ANF's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ANF's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Apparel Retail

The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports
  • Revenue increased 1.5% versus the comparable filing period.
Evidence that challenges
  • Operating margin fell 1.3 percentage points.
  • Net income decreased 16.5% versus the comparable filing period.
  • Net margin fell 1.3 percentage points.
What would clarify the read
  • ANF's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements30
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +6.4% year over year.
Evidence challenging the case
  • Operating margin changed -1.7 percentage points in the latest annual period.
  • Net margin changed -1.8 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

143.02
6m+63.9%12m+50.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$3.7B+18.8%$4.20+0.1%
2023-01-28$3.7B-0.4%$0.05-16.5%
2024-02-03$4.3B+15.8%$6.22+0.8%
2025-02-01$4.9B+15.6%$10.69+0.5%
2026-01-31$5.3B+6.4%$10.46-8.5%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitypositive · 4 filings
Net cash used for investing activities for the fiscal year-to-date period ended August 2, 2025 was primarily used for capital expenditures of $116.9 million, partially offset by the maturity of $85.0 million of marketable securities.
10-Q · Sep 4, 2026
Legal and regulatory exposurepositive · 1 filings
36 2026 2Q Form 10-Q Table of Contents Operating activities - For the fiscal year-to-date period ended August 1, 2026, net cash provided by operating activities increased by $200.5 million, primarily related to an increase in net income due to the 3% year-ove…
10-Q · Sep 4, 2026
Tariffs and trade policypositive · 1 filings
36 2026 2Q Form 10-Q Table of Contents Operating activities - For the fiscal year-to-date period ended August 1, 2026, net cash provided by operating activities increased by $200.5 million, primarily related to an increase in net income due to the 3% year-ove…
10-Q · Sep 4, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

143.02-5.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ANF. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Earlier comparable assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-06-05 against the comparable filing from 2025-06-06.

A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.

cautious
OperationscautiousEvidence score -1
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Revenue increased 1.5% versus the comparable filing period.

What weakened

  • Operating margin fell 1.3 percentage points.
  • Net income decreased 16.5% versus the comparable filing period.
  • Net margin fell 1.3 percentage points.

Filing receipts

Investing activities - For the fiscal year-to-date period ended May 2, 2026, net cash used for investing activities increased by $30.6 million primarily related to capital expenditures of $61.3 million Net cash used for investing activities for the fiscal year-to-date period ended May 3, 2025 was primarily used for capital expenditures of $50.8 million, partially offset by the maturity of $20.0 million of marketable securities.

29 2026 1Q Form 10-Q Table of Contents Operating activities - For the fiscal year-to-date period ended May 2, 2026, net cash provided by operating activities increased by $48.3 million, primarily related to $32.8 million in lower inventory receipts and increased cash receipts as a result of the 2% year-over-year increase in net sales, as well as $9.6 million from the impact from changes in accounts payable and accrued expenses related to the timing of merchandise payables and decreased incentive compensation payments.

During the fiscal year-to-date period ended May 3, 2025, net cash used for operating activities included an increase in cash outflows related to the timing of merchandise and advertising payables, partially offset by increased cash receipts as a result of the 8% year-over-year increase in net sales.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Business ecosystem

The relationships behind ANF

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

MMacy's, Inc.competitorJun 4, 2026

In addition, we expanded Abercrombie kids offerings to infants and toddlers, and further expanded store distribution of Reiss, Free People, Theory and Rodd & Gunn.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ANF is currently a Early Follower in the organic co-movement group Apparel Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.