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May 03

Abercrombie & Fitch Q1 2025 Earnings Report

Abercrombie & Fitch reported strong first quarter performance with record net sales driven by Hollister’s growth.

Key Takeaways

Abercrombie & Fitch posted an 8% increase in revenue and exceeded profit expectations, with Hollister achieving its best-ever Q1 sales. Despite a decline in Abercrombie brand sales, overall net income and EPS were solid.

Record net sales of $1.1 billion, led by Hollister's 22% growth.

EPS reached $1.59, with operating income of $101.5 million.

Net income attributable to A&F totaled $80.4 million.

Repurchased $200 million in shares, reducing outstanding shares by 5%.

Total Revenue
$1.1B
Previous year: $1.02B
+7.5%
EPS
$1.59
Previous year: $2.14
-25.7%
Comparable Sales
4%
Retail Stores Count
790
Cash and Equivalents
$511M
Previous year: $447M
+14.2%
Free Cash Flow
-$4M
Previous year: -$47M
-91.5%
Total Assets
$3.1B
Previous year: $2.56B
+21.0%

Abercrombie & Fitch

Abercrombie & Fitch

Abercrombie & Fitch Revenue by Segment

Abercrombie & Fitch Revenue by Geographic Location

Forward Guidance

The company expects continued growth in fiscal 2025, though at a moderated pace with slightly lowered margin and EPS expectations.

Positive Outlook

  • FY25 net sales projected to grow 3% to 6%
  • Approximately 40 new net store openings planned
  • Capital expenditures steady at $200 million
  • Share repurchases expected to reach $400 million
  • Digital and tech investments continue to support long-term growth

Challenges Ahead

  • Lowered FY25 operating margin guidance to 12.5%-13.5%
  • EPS guidance reduced to $9.50–$10.50
  • Second quarter margin forecasted to be below prior levels
  • Higher tax rate of ~27% expected for FY25
  • Liquidity decreased to $940 million from $1.2 billion in prior periods