Abercrombie & Fitch Co. (ANF) AI Stock Analysis
ANF AI stock analysis summary
AI ResearchAbercrombie & Fitch Co. (ANF) is a global specialty apparel retailer operating brands such as Hollister and Abercrombie. Over the trailing twelve months, the company generated $5.34B in revenue with an operating margin of 19.9% and diluted EPS of $11.58. The stock trades at a trailing P/E of 13.2x following a 1-year return of 121.9%.
- Market cap
- $6.50B
- Revenue (TTM)
- $5.34B
- P/E
- 13.2x fwd 10.0x
- 1Y return
- 121.9% S&P 500 16.8%
- Avg. target
- $163.55 6.7% vs last close
Bull case
- Trailing twelve-month operating margin reached 19.9%, well above the US-listed Consumer Cyclical peer median of 8.8%.
- Share repurchases of $451.2M in FY2026 helped reduce total share count by 28.3% over the past 5 years.
- Quarterly earnings expanded 43.3% year-over-year in the latest quarter ending July 31, 2026.
Bear case
- Consensus estimates project EPS to decline 0.6% to $13.37 in the next fiscal year.
- Short interest represents 14.5% of float, pointing to measurable market skepticism.
- Total debt of $1.29B exceeds cash and short-term investments of $638.0M as of July 31, 2026.
What Abercrombie & Fitch does
Headquartered in New Albany, Ohio, Abercrombie & Fitch Co. is a specialty retailer founded in 1892 that designs and sells apparel, personal care products, and accessories for men, women, and children. The business operates primarily through two segments, Hollister and Abercrombie, spanning brands such as Abercrombie & Fitch, abercrombie kids, Hollister, Gilly Hicks, Social Tourist, Seagull, and Moose. Merchandise is distributed globally across North America, Europe, Asia, and the Middle East through company-owned retail stores, third-party wholesale, franchise, and licensing partnerships, as well as digital e-commerce channels.
Growth and profitability
Abercrombie & Fitch Co. grew revenue from $3.71B in FY2022 to $5.27B in FY2026, delivering a 5-year revenue CAGR of 11.0%. Over that period, annual net income rose from $263.0M in FY2022 to a peak of $566.2M in FY2025, before settling at $506.9M in FY2026 with a 9.6% net margin. Operating margin was 13.3% in FY2026, compared to 15.0% in FY2025 and 2.5% in FY2023. In the trailing twelve months ending July 31, 2026, revenue totaled $5.34B, supported by 4.8% quarterly year-over-year revenue growth and 43.3% quarterly earnings growth.
Balance sheet and cash flow
As of July 31, 2026, the company held $638.0M in cash and short-term investments against total debt of $1.29B, leaving net debt at $649.4M. Shareholders' equity stood at $1.35B, resulting in a debt-to-equity ratio of 0.95 and a current ratio of 1.41. In FY2026, operating cash flow was $619.1M and free cash flow was $378.4M. Capital expenditures reached $240.8M, while $451.2M was deployed into share buybacks, contributing to a 5-year share count reduction of 28.3%.
Valuation and performance
At $153.26 per share, ANF has a market capitalization of $6.50B and an enterprise value of $6.26B. The stock trades at a trailing P/E of 13.2x and a forward P/E of 10.0x, both below the US-listed Consumer Cyclical peer medians of 18.0x and 14.1x. Its EV/EBITDA stands at 6.8x compared to the peer median of 11.1x, while price-to-sales of 1.2x is above the peer median of 0.7x. ANF has gained 121.9% over the past year, outperforming the SPY return of 16.8%.
What analysts expect
Wall Street coverage consists of 7 Strong Buy, 1 Buy, and 7 Hold recommendations, with no Sell or Strong Sell ratings. The mean price target of $163.55 implies 6.7% upside compared to the last close of $153.26. For the current fiscal year ending January 31, 2027, consensus estimates project EPS of $13.45 on revenue of $5.53B. The company has beaten EPS expectations in each of the past 4 quarters, with the next earnings announcement scheduled for November 24, 2026.
Key risks and what to watch
- Net debt stood at $649.4M as of July 31, 2026, alongside a debt-to-equity ratio of 0.95.
- Revenue growth moderated to 6.4% in FY2026 after expanding 15.6% in FY2025 and 15.8% in FY2024.
- The stock is trading 49.5% above its 200-day moving average and near its 52-week high of $156.72.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ANF AI stock analysis
This page is an AI-written research summary of Abercrombie & Fitch Co. (ANF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ANF income statement, ANF balance sheet, ANF key metrics, ANF analyst forecast, ANF chart. See the ANF stock overview for the latest quote and news.
ANF AI stock analysis FAQ
Does Abercrombie & Fitch Co. pay a dividend?
No, the company does not currently pay a dividend, prioritizing capital allocation toward capital expenditures ($240.8M in FY2026) and share buybacks ($451.2M in FY2026).
What are analysts forecasting for ANF's upcoming earnings?
For the fiscal year ending January 31, 2027, analysts forecast EPS of $13.45 on revenue of $5.53B. The next quarterly earnings report is scheduled for November 24, 2026.
How does ANF's valuation compare to its sector peers?
ANF trades at a trailing P/E of 13.2x and an EV/EBITDA of 6.8x, both below the US-listed Consumer Cyclical peer medians of 18.0x and 11.1x, respectively.
What is the net debt position of Abercrombie & Fitch Co.?
As of July 31, 2026, Abercrombie & Fitch Co. held $638.0M in cash and short-term investments against $1.29B of total debt, resulting in net debt of $649.4M.