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Abercrombie & Fitch Co. Achieves Record Sales in Q3 2025

Abercrombie & Fitch Co. has reported its third-quarter fiscal 2025 results, achieving record net sales of $1.3 billion, which is a 7% increase from the same period last year. This marks the 12th consecutive quarter of growth for the company. The net sales growth was driven by a 7% increase in the Americas and EMEA, partially offset by a 6% decline in APAC.

The brand performance showed strong growth for the Hollister brand, with a 16% increase, while Abercrombie brands experienced a 2% decline. The operating margin was reported at 12.0%, with earnings per diluted share of $2.36, exceeding the outlook range.

During the quarter, the company repurchased $100 million in shares, bringing the year-to-date share repurchases to $350 million, representing 9% of shares outstanding at the beginning of the year.

Looking at specific figures, net sales for the third quarter of fiscal 2025 were $1.3 billion, up 7% from the same period in 2024. Operating income was $155 million, down from $179 million in the third quarter of 2024. The operating margin as a percentage of sales was 12.0%, compared to 14.8% last year. Net income per diluted share was $2.36, down from $2.50 in the third quarter of 2024.

Breaking down the net sales by segment and brand, the Americas segment saw a 7% increase, EMEA had a 7% increase, while APAC experienced a 6% decline. For the brand family, Abercrombie brands saw a 2% decrease, while Hollister brands had a 16% increase.

In terms of financial position and liquidity, the company had cash and equivalents of $606 million, down from $773 million as of February 1, 2025. Marketable securities were reported at $25 million, compared to $116 million in February 1, 2025. Inventories were $730 million, up from $575 million as of February 1, 2025.

The company reported net cash provided by operating activities of $313 million, with net cash used for investing activities of $95 million and net cash used for financing activities of $395 million. The company repurchased 1.2 million shares for approximately $100 million during the third quarter of 2025, and for the year-to-date period, 4.5 million shares were repurchased for $350 million, representing a 9% reduction in shares outstanding from the beginning of the year.

Looking ahead, the company narrowed its full-year outlook to net sales growth of 6% to 7% and net income per diluted share of $10.20 to $10.50. For the fourth quarter, the company expects net sales growth in the range of 4% to 6%, with an operating margin of around 14%.

Today the company's shares have moved 2.87% to a price of $97.87. For the full picture, make sure to review ABERCROMBIE & FITCH CO /DE/'s 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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