ANF
ACCE-researchedOverview
ACCE thesis
Abercrombie & Fitch operates 730+ retail locations globally selling casual apparel and accessories under the Abercrombie & Fitch and Hollister brands, targeting teens and young adults. The company executed a complete brand transformation over the past five years, shifting from exclusionary marketing to inclusive positioning while dramatically improving store experiences and digital capabilities. Management delivered 21 consecutive quarters of comparable sales growth through Q2 2024, with international expansion driving outsized momentum as the refreshed brand resonates particularly well in European and Asian markets. Trading at just 7.5x earnings with 37% ROE, ANF generates exceptional returns on capital while maintaining 61% gross margins that reflect successful premiumization of what was once a deeply discounted brand. The stock offers rare combination of value metrics and sustainable growth as the company captures market share from struggling mall-based competitors.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| URBN | Urban Outfitters Inc. Common Stock | $6.4B | 11.9 | 20.9% | 0.08 | 0.0% | - | Compare |
| JD.L | JD Sports Fashion | $4.7B | 8.2 | 13.7% | 0.18 | 1.6% | - | Compare |
| GAP | Gap Inc. (The) Common Stock | $7.2B | 6.3 | 33.8% | 0.56 | 3.3% | - | Compare |
| BOOT | Boot Barn Holdings Inc. Common Stock | $3.7B | 15.6 | 19.2% | 0.07 | 0.0% | - | Compare |
| ATZ.TO | Aritzia Inc. | $10.1B | 32.2 | 35.9% | 0.08 | 0.0% | - | Compare |
| LULU | lululemon athletica inc. Common Stock | $10.9B | 8.1 | 30.9% | 0.06 | 0.0% | - | Compare |
Sector report card
Where ANF ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- GlobeNewswire•Jul 22, 2026Hollister Debuts an Exclusive Festival Collection and Feel Good House at Lollapalooza
- GlobeNewswire•Jul 16, 2026Hollister Features Rising Pop Superstar Freya Skye in “Made for this Moment” Denim Campaign
- GlobeNewswire•May 12, 2026Global Womenswear Market Report 2026: Top 10 Brand Winners and Losers Outlook with Focus on Shein, Zara, Abercrombie & Fitch, Mango and H&M - Forecast to 2030
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