ANF · Abercrombie & Fitch Co /De/
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 26, 2026TL;DR. ANF reported record Q2 net sales of $1.27B (+5%, 15th consecutive quarter of growth) with EPS of $4.17 well above outlook, driven by an IEEPA tariff refund and underlying margin strength; the company raised full-year sales growth to ~5%, lifted operating margin outlook to 14.5–15.0%, and increased EPS guidance to $13.10–$13.60 along with boosted share repurchases of at least $500M.
- + Record Q2 net sales of $1.3B, up 5%, marking 15th consecutive quarter of growth with growth across regions and brands
- + Q2 EPS of $4.17 beat outlook of $1.80–$2.00, driven by ~$100M IEEPA tariff refund and underlying margin outperformance
- + Abercrombie brands grew 8% with improving conversion and reduced promotions while inventory remains tight
- + Increased share repurchases to at least $500M for 2026 (from ~$450M) with $177M repurchased in Q2
- + Q3 outlook calls for 5–6% net sales growth and 13–14% operating margin with accelerating Hollister momentum into August
- − Effective tariff rate of 10–12.5% on global imports remains a headwind, with freight costs largely offsetting tariff favorability
- − APAC strategic review remains ongoing, signaling uncertainty around the path to capture growth in the region
- − ERP implementation completed in Q1 drives slight Q3 operating expense deleverage from incremental payroll and amortization
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 427.08M | Twenty-Six Weeks Ended August 1, 2026 | — |
| Adjusted non-GAAP constant currency net income per diluted share non-GAAP | $4.17 | the second quarter ended August 1, 2026 | — |
| Adjusted non-GAAP net income per diluted share non-GAAP | $4.17 | the second quarter ended August 1, 2026 | — |
|
|
|||
| Adjusted non-GAAP Net income per share attributable to A&F non-GAAP | $4.17 | Thirteen Weeks Ended August 1, 2026 | — |
| Adjusted non-GAAP operating income non-GAAP | $252.7M | Thirteen Weeks Ended August 1, 2026 | — |
| Adjusted non-GAAP operating income basis point change non-GAAP | 600 | Thirteen Weeks Ended August 1, 2026 | — |
| Comparable sales (APAC) | 13% | the second quarter ended August 1, 2026 | — |
| Comparable sales (Hollister) | -3% | the second quarter ended August 1, 2026 | — |
| Depreciation and amortization | $86M | year-to-date period ended August 1, 2026 | — |
| EBITDA non-GAAP | 427.08M | Twenty-Six Weeks Ended August 1, 2026 | — |
| IEEPA tariff refund benefit to net income per diluted share | $1.75 | the second quarter ended August 1, 2026 | — |
| IEEPA tariff refund benefit to operating income | $100M | the second quarter ended August 1, 2026 | — |
| IEEPA tariff refund benefit to operating margin | 790 | the second quarter ended August 1, 2026 | — |
| Liquidity | $1.1B | As of August 1, 2026 | — |
| Net borrowing available under ABL Facility | $450M | As of August 1, 2026 | — |
| Net cash provided by operating activities | $313M | year-to-date period ended August 1, 2026 | — |
| Net cash used for financing activities | $330M | year-to-date period ended August 1, 2026 | — |
| Net cash used for investing activities | $114M | year-to-date period ended August 1, 2026 | — |
| Net sales on a constant currency basis non-GAAP | $1.27B | Thirteen Weeks Ended August 1, 2026 | — |
| Non-GAAP constant currency basis Net income per share attributable to A&F non-GAAP | $4.17 | Thirteen Weeks Ended August 1, 2026 | — |
| Non-GAAP constant currency basis Operating income non-GAAP | 252.7M | Thirteen Weeks Ended August 1, 2026 | — |
| Remaining share repurchase authorization | $568M | As of August 1, 2026 | — |
| Share repurchases (dollar value) | $177M | the second quarter ended August 1, 2026 | — |
| Shares repurchased | 2M | the second quarter ended August 1, 2026 | — |
| Stores | 850 | as of the filing | — |
| Total Tariff Impact | -$85M | Q2 FY 2026 | — |
| Year-to-date share repurchases (dollar value) | $282M | year-to-date period ended August 1, 2026 | — |
| Year-to-date shares repurchased | 3.2M | year-to-date period ended August 1, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ANF
this stock
Abercrombie & Fitch Co /De/
|
$5.74B | +7.9% | +6.4% | 11.7 | 9.8% |
|
IDEXF
Industria de Diseno Textil Inditex SA / ADR
|
$185.59B | -12.2% | — | — | 0.0% |
|
TJX
Tjx Companies Inc /De/
|
$139.96B | -17.2% | +6.0% | 23.6 | 2.0% |
|
ROST
Ross Stores, Inc.
|
$72.39B | +25.8% | +7.7% | 27.4 | 2.7% |
|
BURL
Burlington Stores, Inc.
|
$14.75B | -17.9% | +8.8% | 21.1 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ANF | -6.5% | +29.3% | +52.3% | -5.1% | +7.9% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -6.2% | +29.4% | +32.2% | -4.4% | -3.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.