Abercrombie & Fitch Co. (ANF) Earnings Call Transcripts
Abercrombie & Fitch Co.'s Latest Earnings Call - Q1 FY2027
In the first quarter of fiscal year 2026, Abercrombie & Fitch Co. reported record net sales of $1.1 billion, reflecting a 2% year-over-year increase, and earnings per share of $1.47, exceeding expectations. Despite challenges in the EMEA region, particularly due to geopolitical tensions, the company maintained its full-year guidance for net sales growth of 3% to 5%. Management signaled confidence in continued growth across brands, particularly in the Americas and APAC, while also highlighting successful marketing initiatives and strategic investments in technology and store expansions.
Reported metrics
| Metric | Value |
|---|---|
| Net Sales | $1.1 billion (inline) |
| Earnings Per Share | $1.47 (beat) |
| Operating Margin | 8% (beat) |
| EMEA Sales Decline | -10% (negative) |
| APAC Sales Growth | 24% (positive) |
| Share Repurchases | $105 million (positive) |
Guidance from management
Management maintained its full-year guidance for net sales growth of 3% to 5% and operating margin of 12% to 12.5%, reflecting confidence in the company's growth trajectory despite external challenges.
What management said
Yes. So -- so the expectation for hosts to grow for the year. Yes, I mean, it was a 22% 2-year stack for the first quarter. Good category is happening in there, quarry like graphic tea, short swim, other warm weather categories. staying connected to that teen consumer, those categories get more important as we head into the quarter. So expecting full year growth. .
Well, balance is my favorite word. Everybody knows that. So yes, the team is working on a balanced assortment that is an opportunity for our customer. Overall, casual as well as more dress up consumer has been shopping with us.
What analysts pressed on
Analysts expressed concerns regarding the impact of geopolitical tensions in the EMEA region on sales performance, particularly for Hollister. There were also questions about the promotional cadence and how it might affect margins moving forward.
Main topics on the call
- Record Net Sales — Abercrombie & Fitch achieved record net sales of $1.1 billion, a 2% increase year-over-year, which was 'in line with our expectations.' This marks the 14th consecutive quarter of sales growth.
- Earnings Per Share Beat — The company reported earnings per share of $1.47, which was 'above our expected range,' showcasing strong bottom-line performance despite external pressures.
- EMEA Challenges — Sales in the EMEA region declined by 10% due to geopolitical tensions, which 'reduced first quarter total company net sales growth by more than 50 basis points relative to our outlook.'
- Strong Performance in APAC — Abercrombie & Fitch's APAC region saw a significant 24% sales growth, indicating strong demand and potential for future expansion in this market.
Read the full Abercrombie & Fitch Co. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Abercrombie & Fitch Co.
Abercrombie & Fitch Co. (ANF) is a publicly listed company in the Specialty Retail industry, within the Consumer Discretionary sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 30 calls on record spanning March 4, 2020 to May 27, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 30 Abercrombie & Fitch Co. earnings call transcripts on record, spanning March 4, 2020 to May 27, 2026. Based on this history, Abercrombie & Fitch Co. reports quarterly. The most recent call on file is dated May 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ANF
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Specialty Retail
- Calls on record
- 30
- First call
- March 4, 2020
- Most recent
- May 27, 2026
- Reporting cadence
- quarterly