Abercrombie & Fitch Co. Earnings Recaps
Q1 2026
May 29, 2026
Abercrombie & Fitch shares rose nearly 10% following a quarter that beat expectations on operating income and earnings per share, driven by solid net sales growth in the Americas and APAC despite headwinds in EMEA.
Key takeaways
- Net sales reached a record $1.1 billion, up 2% year-over-year, in line with company expectations.
- Operating margin improved to 8%, exceeding plans due to slightly lower tariff rates.
- Earnings per share came in at $1.47, above the expected range.
- Regional performance was mixed: Americas up 3%, APAC grew 24%, while EMEA declined 10% mainly from Middle East and other European markets.
- The company returned $105 million to shareholders via share repurchases, equal to 3% of shares outstanding at the start of the year.
Q3 2025
Nov 25, 2025
Abercrombie & Fitch reported a strong third quarter with record sales of $1.3 billion, marking the twelfth consecutive quarter of growth, driven by significant performance across brands and strategic investments.
Key takeaways
- Net sales increased 7% year-over-year, with earnings per share exceeding expectations at $2.36.
- Hollister brand demonstrated exceptional growth with a 16% increase in net sales, supported by strong marketing initiatives and inventory management.
- Share repurchases of $100 million completed in the quarter total $350 million year-to-date, representing 9% of shares outstanding.
- Gross margin reached 62.5% despite a 210 basis point adverse tariff impact, reflecting effective cost management.
- The company is optimistically narrowing full-year sales outlook towards the higher end of previous guidance as it approaches the holiday season.