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Abercrombie & Fitch Co.

Abercrombie & Fitch Co.

NYSE•ANF
CEO: Ms. Fran Horowitz
セクター: Consumer Cyclical
業種: Apparel - Retail
上場日: 1996-09-26
Abercrombie & Fitch Co., through its subsidiaries, operates as an omnichannel retailer in the United States, Europe, the Middle East, Asia, the Asia-Pacific, Canada, and internationally. The company offers an assortment of apparel, personal care products, and accessories for men, women, and kids under the Abercrombie & Fitch, abercrombie kids, Hollister, and Gilly Hicks brands. It sells products through its stores, various wholesale. franchise, and licensing arrangements, as well as e-commerce platforms. The company was founded in 1892 and is headquartered in New Albany, Ohio.
連絡先情報
6301 Fitch Path, New Albany, OH, 43054, United States
614-283-6500
www.abercrombie.com
時価総額
$4.33B
PER (TTM)
8.3
33.3
配当利回り
--
52週高値
$133.11
52週安値
$65.40
52週レンジ
39%
順位38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$1.29B+6.75%
直近4四半期の推移

EPS

$2.41-6.95%
直近4四半期の推移

フリーCF

$131.84M+42.92%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Q3 Net Sales Growth Net sales reached $1.291B USD for thirteen weeks, increasing 7% overall; comparable sales grew 3% compared to prior year.
YTD Operating Income Margin Year-to-date operating income margin compressed to 12.9% from 14.4% last year; Americas margin declined 360 BPS.
Strong Cash Position Maintained Cash and equivalents totaled $605.8M USD as of November 1, 2025; total liquidity approximately $1.1B USD.
Share Repurchase Authorization $950M remains authorized for share repurchases under the new $1.3B 2025 Authorization approved in March 2025.

リスク要因

Tariff Expense Impact Expect $90M net tariff expense in Fiscal 2025, negatively impacting operating profit by 170 basis points.
Global Supply Chain Risks Global geopolitical environment and supply chain disruptions continue to negatively impact operations and increase costs.
Cybersecurity and ERP Risks Uncertainty remains regarding cybersecurity threats and successful execution of new enterprise resource planning systems.
Foreign Currency Volatility Hypothetical 10% USD devaluation could decrease derivative contract fair values by approximately $17.5M USD.

見通し

Fiscal 2025 Investment Focus Focus areas include executing growth plans, accelerating digital revolution, and operating with financial discipline for sustainable growth.
Store Network Modernization Store investment plan targets approximately 40 net openings and 40 remodels/right-sizes during Fiscal 2025.
Digital Transformation Progress Continuing multi-year ERP system transformation, with new merchandising/HCM systems anticipated in first half of Fiscal 2026.
Adequate Liquidity Expected Management believes liquidity is adequate to fund operating activities for the next twelve months based on current monitoring.

同業比較

売上高 (TTM)

PVH Corp.PVH
$8.82B
+0.5%
Advance Auto Parts, Inc.AAP
$8.59B
-10.2%
Victoria's Secret & Co.VSCO
$6.39B
+3.0%

粗利益率 (最新四半期)

CarGurus, Inc.CARG
89.5%
+10.6pp
Red Rock Resorts, Inc.RRR
62.2%
+1.4pp
Abercrombie & Fitch Co.ANF
59.8%
-2.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
VSCO$4.75B28.126.1%62.1%
ANF$4.33B8.340.7%32.5%
AEO$4.01B19.213.0%47.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-6.6%
成長鈍化
4四半期純利益CAGR
-15.5%
収益性の低下
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年3月4日
|
EPS:$3.56
|
売上高:$1.67B
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年11月1日|提出日: 2025年12月5日|
    売上高: $1.29B+6.8%
    |
    EPS: $2.41-7.0%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年8月2日|提出日: 2025年9月5日|
    売上高: $1.21B+6.6%
    |
    EPS: $2.97+14.2%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年5月3日|提出日: 2025年6月6日|
    売上高: $1.10B+7.5%
    |
    EPS: $1.63-27.2%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2025年2月1日|提出日: 2025年3月31日|
    売上高: $4.95B+15.6%
    |
    EPS: $11.14+70.6%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年11月2日|提出日: 2024年12月6日|
    売上高: $1.21B+14.4%
    |
    EPS: $2.59+35.6%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年8月3日|提出日: 2024年9月6日|
    売上高: $1.13B+21.2%
    |
    EPS: $2.60+130.1%
    予想を上回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年5月4日|提出日: 2024年6月7日|
    売上高: $1.02B+22.1%
    |
    EPS: $2.24+578.8%
    予想を上回る

  • Form 10-K - FY 2023

    会計期末: 2024年2月3日|提出日: 2024年4月1日|
    売上高: $4.28B+15.8%
    |
    EPS: $6.53+10783.3%
    予想を上回る