FMP
Nov 25, 2025
Abercrombie & Fitch Co. (NYSE: ANF) shares jumped more than 33% on Tuesday after the retailer posted stronger-than-expected third-quarter results and lifted its full-year guidance, driven by robust momentum at its Hollister brand.
The company reported adjusted earnings of $2.36 per share, topping analyst expectations of $2.20. Revenue rose 7% year over year to a record $1.3 billion, exceeding the consensus forecast of $1.28 billion and marking its 12th straight quarter of growth.
Hollister brands led performance with a 16% sales increase, while Abercrombie-branded sales slipped 2%. By geography, revenue in the Americas and EMEA each grew 7%, offsetting a 6% decline in APAC. Operating margin came in at 12%, even after absorbing a 210-basis-point impact from tariffs.
Abercrombie narrowed and raised its full-year outlook, now projecting 6% to 7% net sales growth versus prior guidance of 5% to 7%, and expecting full-year diluted EPS of $10.20 to $10.50, above the $10.06 analyst consensus. For the fourth quarter, the firm forecast revenue growth of 4% to 6% and projected EPS of $3.40 to $3.70.
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