Abercrombie & Fitch Guides Q1 Revenue to $1.12 B, Margin Dips to 14.1%

ANFANF

Abercrombie & Fitch reported Q4 sales of $1.67 billion with EPS beating forecasts but projected Q1 revenue of $1.12 billion and EPS below analyst estimates, prompting a 3.5% stock drop. Operating margin declined to 14.1% from 16.2% year-over-year and same-store sales growth slowed to just 1%.

1. Q4 2025 Financial Results

Abercrombie & Fitch delivered $1.67 billion in fourth-quarter revenue, matching expectations, and reported earnings per share that exceeded consensus forecasts.

2. First-Quarter 2026 Guidance

Management forecasts first-quarter revenue of $1.12 billion and lowered EPS guidance, both falling below analyst estimates and signaling slower growth than investors anticipated.

3. Profitability and Sales Trends

The company’s operating margin decreased to 14.1% from 16.2% year-over-year, while same-store sales growth decelerated to just 1%, reflecting weaker consumer demand in core channels.

4. Market Reaction and Stock Performance

Shares declined 3.5% in afternoon trading after the announcement, extending a 22.3% year-to-date drop and trading roughly 26% below the 52-week high of $129.85 reached in January.

Sources

FF