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Abercrombie & Fitch Co. Reports Record $1.3B Net Sales, 12th Consecutive Quarter Growth

Abercrombie & Fitch Co. has reported its third quarter fiscal 2025 results, highlighting a 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 led by a 7% increase in the Americas and EMEA, partially offset by a 6% decline in APAC. The Hollister brand saw significant growth of 16%, while the Abercrombie brand experienced a 2% decline.

The operating margin was reported at 12.0%, with earnings per diluted share of $2.36, which exceeded the outlook range. The company also repurchased $100 million in shares during the quarter, with year-to-date share repurchases totaling $350 million, representing 9% of shares outstanding at the beginning of the year.

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.

In terms of financial position and liquidity, as of November 1, 2025, the company had cash and equivalents of $606 million, marketable securities of $25 million, and inventories of $730 million. The borrowing capacity under the senior-secured asset-based revolving credit facility stood at $500 million, with net borrowing available of $450 million. The company's liquidity, comprising cash and equivalents and borrowing available, was approximately $1.1 billion.

The company's cash flows for the year-to-date period ended November 1, 2025, included net cash provided by operating activities of $313 million, net cash used for investing activities of $95 million, and net cash used for financing activities of $395 million, primarily reflecting share repurchases.

Looking ahead to the full fiscal year 2025, the company revised its outlook, expecting net sales growth in the range of 6% to 7%, operating margin in the range of 13.0% to 13.5%, and net income per diluted share in the range of $10.20 to $10.50. The company also provided details on its capital allocation, including share repurchases and capital expenditures.

The company will be conducting a conference call to provide additional details around its quarterly results and its outlook for the fourth quarter. The presentation of the third-quarter results will be available in the "Investors" section at corporate.abercrombie.com.

These results indicate Abercrombie & Fitch Co.'s continued growth and financial performance in the third quarter of fiscal 2025, with strategic investments and efforts to drive sustainable long-term shareholder value. The market has reacted to these announcements by moving the company's shares 5.43% to a price of $95.14. If you want to know more, read the company's complete 8-K report here.

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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