Held · Bookmarked
2 · 0
portfolios · users
Avg position size
5.4%
of holders' portfolios
13F filers
2
institutions
Market cap
$6.2B
42M shares
52-week range
$65.45 – $155.22
84% from low
Sector
RETAIL-FAMILY CLOTHING STORES
Exchange
NYSE
CS
P/S (TTM)
1.2
EV / FCF (TTM)
12.1
Abercrombie & Fitch Co is a digitally led, omnichannel retailer offering apparel, personal care products, and accessories for men, women, and kids through company-owned stores, digital channels, and third-party arrangements. The company operates through three geographic segments: Americas, the maximum revenue generator; Europe, the Middle East and Africa (EMEA); and Asia-Pacific (APAC). Its brand families include Abercrombie brands and Hollister brands. The Americas segment covers North and South America, EMEA includes Europe, the Middle East and Africa, and APAC includes the Asia-Pacific region, including Asia and Oceania.
corporate.abercrombie.com| Trader / Portfolio | Conviction |
|---|---|
| FID 401kLiam | Mild6% |
| Robinhood Roth IraLiam | — |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 27.4% | 23.3% | — | — | — | |
| Rev. Growth % | 6.4% | 11.0% | ||||
| Profit Margin % | 9.6% | 7.2% | 3.6% | |||
| Free Cash Flow Margin % | 7.2% | 6.0% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -1.1% on the P/E track.
At today's price, your expected annual return is +3.8% on the P/E track.
At today's price, your expected annual return is +8.3% on the P/E track.
| 825,510 |
| $75.4M |
| Bridgewater Associatesas of 2026-03-31 | 248,057 | $22.7M |
Also held through funds
1 more book holds ANF indirectly · AVUV 0.9% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $5.5B | +5.0% | $12.88 | $12.74–$12.97 | 10.9× | 5 |
| 2028 | $5.8B | +4.3% | $12.94 | $12.06–$13.45 | 10.9× | 6 |
| 2029 | $6.0B | +3.6% | $14.32 | $14.16–$14.48 | 9.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-26 | $1.99 | $4.17 | +109.5% |
| 2026-05-27 | $1.28 | $1.47 | +14.8% |
| 2026-03-04 | $3.56 | $3.68 | +3.4% |
| 2025-11-25 | $2.17 | $2.36 | +8.8% |
| 2025-08-27 | $2.27 | $2.32 | +2.2% |
| 2025-05-28 | $1.36 | $1.59 | +16.9% |
| 2025-03-05 | $3.48 | $3.57 | +2.6% |
| 2024-11-26 | $2.37 | $2.50 | +5.5% |
| $4.9B |
| — |
| HOGHarley-Davidson, Inc. | $27.89 | +0.09% | $2.9B | — |
| MHOM/I Homes, Inc. | $141.17 | +0.92% | $3.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
DDI
DoubleDown Interactive Co., Ltd. American Depository Shares
2 co-holders · 100% overlap
BMBL
Bumble Inc. Class A Common Stock
2 co-holders · 100% overlap
LNSR
LENSAR, Inc. Common Stock
2 co-holders · 100% overlap
NNDM
Nano Dimension Ltd. American Depositary Shares
2 co-holders · 100% overlap
GRSD
Grandstand Limited Ordinary Shares
1 co-holder · 50% overlap
GGR
Gogoro Inc. Ordinary Shares
1 co-holder · 50% overlap
SIRI
Sirius XM Holdings, Inc
2 co-holders · 100% overlap
CROX
Crocs, Inc.
2 co-holders · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding ANF.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ANF holding up well! Next earnings I think this gets killed.
View on StockTwits ↗
$ANF day late on the price target down and nothing too sexy, but safe base hits easier to manage in this market. Covering bit more. Decent if slow moving channel
View on StockTwits ↗
$ANF Gregory Henchel sold 30,000 ANF shares on August 28, 2026 at $146.65 per share, for total proceeds of $4,399,500. After the sale, he still directly owned 33,681 shares, so he reduced his direct stake by about 47%. The Form 4 transaction code is “S”, meaning an actual sale, and the filing was not marked as being under a Rule 10b5-1 trading plan.  What’s more notable is that Henchel wasn’t the only insider selling around the same time. On August 28 There is, however, an interesting sequence here. ANF spent $282 million buying back about 3.2 million shares through August 1, reducing the share count substantially. Then on August 26 it announced that 2026 repurchases would increase to at least $500 million, including at least another $100 million in Q3.  Two days later, Henchel sold his 30,000 shares around $146.65
View on StockTwits ↗
$ANF This one turned up on Equibles. Abercrombie & Fitch Co /De/ EVP, Gen Cnsl & Secy HENCHEL GREGORY J reported selling 30,000 ANF shares on August 28, 2026, worth about $4.4 million, in a non-derivative Form 4.
View on StockTwits ↗
$ANF almost time to buy puts again here. More artificial run up only to fall further next time
View on StockTwits ↗
$AEO $192M IN CASH REFUND THINK ABOUT THAT Tariff Refunds Landed in Gross Profit Shares Outstanding: ~167.57 million $1.15 CASH PER OUTSTANDING SHARE HOLDER 7.35 P/E Is Extreme Insane EPS: $0.79 vs. $0.45 last year and ~$0.21–$0.22 consensus $ANF $VSXY $LULU $GAP
View on StockTwits ↗@Steve_TheBull_Rogers too many bears. Last couple weeks all losses are listening to bears. Longs are doing good and selling covered calls has been consistent. The bear chasing has been exhausting and luckily I didn't do much. Had I followed all bear cases would have lost on like 80% of them. $ANF was good though. Shorted at 150.
View on StockTwits ↗$ANF like I said. Less support every leg down. Won’t be surprised to see 140 today
View on StockTwits ↗
$ANF $AEO biggest $HIETCOS Maa Paa I am holding and losing on these paed0 clothes sub 100 and sub 10 soon
View on StockTwits ↗$ANF for one I can think of 100 + stocks I would rather own than this clothing brand. Longs who got suckered into this will eventually regret it.
View on StockTwits ↗$ANF it’s holding oddly at $145 and it will break and when it does it’s destined for 130s
View on StockTwits ↗
@cubie @itsphd @judgeyoung2 @jenbunn @jeremy4 @ZY786 @Tradermikes40 @TraderRapp @tonyctl @zuby34 i wantedd to play $AEO beecause of $ANF but i would of got blown away because i would of takeen calls so i dodge a bullet🤷♂️
View on StockTwits ↗
$BKE VS $GAP vs $ANF vs $AEO most importantly, management is delivering qa over qa positive numbers while in this tough economy. O/S is 167 million according to etc…, Insider and institutional Combinedly own 209 million shares, top of that now 17 million share short interest . Lastly, every single short sellers sound like ex🤦♂️.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.