Abercrombie Fitch 2026 Q3 Earnings Revenue Grows, Net Income Falls 14%

Abercrombie & Fitch (ANF) reported fiscal 2026 Q3 earnings on Dec 5, 2025, with revenue rising 6.8% year-over-year to $1.29 billion, but net income and EPS both declined. The results reflect mixed performance, as the company navigated shifting consumer demand and margin pressures.

Revenue

Abercrombie & Fitch’s total revenue climbed 6.8% to $1.29 billion in 2026 Q3, driven by strong performance across its core segments. The Abercrombie brand generated $617.35 million in sales, while Hollister contributed $673.27 million, highlighting the company’s dual-brand strategy. Combined, the segments accounted for the entire $1.29 billion in revenue, signaling robust retail operations despite broader market challenges.

Earnings/Net Income

The company’s earnings per share (EPS) dipped 6.9% to $2.41 in 2026 Q3, compared to $2.59 in 2025 Q3. Net income also fell to $115.10 million, a 14.0% decline from $133.86 million in the prior year. While revenue growth was positive, the drop in profitability suggests margin compression or increased operating expenses, raising questions about long-term sustainability.

Price Action

Post Earnings Price Action Review

The stock price of Abercrombie & Fitch edged down 1.05% on the latest trading day and declined 3.07% over the past full week, but surged 38.33% month-to-date. A backtested strategy of buying ANF when earnings beat and holding for 30 days delivered a 387.07% return, vastly outperforming the benchmark’s 85.52% return. This strategy’s Sharpe ratio of 0.63 indicated strong risk-adjusted returns, while its maximum drawdown of 0% suggested minimal risk exposure.

CEO Commentary

No CEO commentary or guidance was included in the provided data.

Guidance

No forward-looking guidance was included in the provided data.

Additional News

No significant non-earnings-related news for Abercrombie & Fitch was reported within the three-week period surrounding the Dec 5, 2025, earnings release. The company did not announce M&A activity, C-level executive changes, or new dividend/buyback programs during this timeframe.