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

$4.11B

PER (TTM)

7.9

31.3

配当利回り

52週高値

$133.11

52週安値

$65.40

52週レンジ

32%

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

Q4 2025 データ

売上高

$1.67B+0.00%

直近4四半期の推移

EPS

$3.77+0.00%

直近4四半期の推移

フリーCF

$250.58M+0.00%

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

$8.82B

+0.5%

AAP

$8.57B

-5.8%

VSCO

$6.55B

+5.2%

粗利益率 (最新四半期)

CARG

90.4%

+10.6pp

ANF

57.1%

-2.0pp

PVH

56.3%

-2.0pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
ANF	$4.11B	7.9	39.0%	33.0%
ASO	$3.85B	10.2	18.4%	34.5%
VSCO	$3.63B	24.1	24.6%	0.0%

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

15.0%

高成長

4四半期純利益CAGR

28.9%

収益性の大幅な改善

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5月26日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし