Revenue: As of FY2026 Q4, the actual value is USD 1.67 B, beating the estimate of USD 1.668 B.EPS: As of FY2026 Q4, the actual value is USD 3.68, beating the estimate of USD 3.5686.EBIT: As of FY2026 Q4, the actual value is USD 229.5 M.<h3>Financial and Operational Metrics</h3><h4>Fourth Quarter (Thirteen Weeks Ended January 31, 2026 vs. February 1, 2025)</h4><ul><li>Net Sales:<ul><li>Total net sales for Abercrombie &amp; Fitch Co. were $1,669,802 thousand, an increase of 5% compared to $1,584,917 thousand in the prior year, with comparable sales up 1%.</li><li>Americas net sales were $1,383,943 thousand, a 5% increase, with comparable sales up 2%.</li><li>EMEA net sales were $241,384 thousand, an 8% increase, with comparable sales down -3%.</li><li>APAC net sales were $44,475 thousand, a 9% increase, with comparable sales unchanged at 0%.</li><li>Abercrombie net sales were $806,502 thousand, a 4% increase, with comparable sales down -1%.</li><li>Hollister net sales were $863,300 thousand, a 6% increase, with comparable sales up 3%.</li></ul></li><li>Operating Income: Operating income was $235,931 thousand (14.1% of net sales) compared to $256,064 thousand (16.2% of net sales) in the prior year.</li><li>Cost of Sales: Cost of sales was $676,491 thousand, representing 40.5% of net sales, compared to $610,907 thousand, or 38.5% of net sales, in the prior year.</li><li>Selling Expense: Selling expense was $574,792 thousand, or 34.4% of net sales, compared to $526,423 thousand, or 33.2% of net sales, in the prior year.</li><li>General and Administrative Expense: General and administrative expense was $181,819 thousand, or 10.9% of net sales, compared to $194,544 thousand, or 12.3% of net sales, in the prior year.</li><li>Net Income Attributable to 阿贝克隆比&amp;费奇: Net income attributable to Abercrombie &amp; Fitch Co. was $172,130 thousand, compared to $187,226 thousand in the prior year.</li><li>EBITDA: EBITDA was $276,386 thousand (16.6% of net sales) compared to $293,227 thousand (18.5% of net sales) in the prior year.</li></ul><h4>Full Year (Fifty-Two Weeks Ended January 31, 2026 vs. February 1, 2025)</h4><ul><li>Net Sales:<ul><li>Total net sales for Abercrombie &amp; Fitch Co. were $5,266,292 thousand, an increase of 6% compared to $4,948,587 thousand in the prior year, with comparable sales up 3%.</li><li>Americas net sales were $4,290,395 thousand, a 7% increase, with comparable sales up 4%.</li><li>EMEA net sales were $818,140 thousand, a 6% increase, with comparable sales unchanged at 0%.</li><li>APAC net sales were $157,757 thousand, a 5% increase, with comparable sales down -3%.</li><li>Abercrombie net sales were $2,523,662 thousand, a -1% decrease, with comparable sales down -7%.</li><li>Hollister net sales were $2,742,630 thousand, a 15% increase, with comparable sales up 13%.</li></ul></li><li>Operating Income: Reported operating income was $699,143 thousand (13.3% of net sales), and adjusted non-GAAP operating income was $660,569 thousand (12.5% of net sales), compared to reported operating income of $740,820 thousand (15.0% of net sales) in the prior year.</li><li>Cost of Sales: Cost of sales was $2,028,884 thousand, representing 38.5% of net sales, compared to $1,773,926 thousand, or 35.8% of net sales, in the prior year.</li><li>Selling Expense: Selling expense was $1,809,633 thousand, or 34.4% of net sales, compared to $1,689,988 thousand, or 34.2% of net sales, in the prior year.</li><li>General and Administrative Expense: General and administrative expense was $725,471 thousand, or 13.8% of net sales, compared to $750,485 thousand, or 15.2% of net sales, in the prior year.</li><li>Net Income Attributable to 阿贝克隆比&amp;费奇: Reported net income attributable to Abercrombie &amp; Fitch Co. was $506,921 thousand, and adjusted non-GAAP net income was $478,039 thousand, compared to reported net income of $566,223 thousand in the prior year.</li><li>EBITDA: EBITDA was $854,164 thousand (16.2% of net sales) compared to $894,593 thousand (18.1% of net sales) in the prior year.</li><li>Adjusted EBITDA: Adjusted EBITDA was $815,590 thousand (15.5% of net sales) compared to $894,593 thousand (18.1% of net sales) in the prior year.</li><li>Depreciation and Amortization: Depreciation and amortization was $155,021 thousand for fiscal 2025 compared to $153,773 thousand in fiscal 2024.</li></ul><h4>Cash Flow and Liquidity (Full Year Ended January 31, 2026 vs. February 1, 2025)</h4><ul><li>Net Cash Provided by Operating Activities: $619,142 thousand compared to $710,376 thousand in the prior year.</li><li>Net Cash Used for Investing Activities: -$150,774 thousand compared to -$297,703 thousand in the prior year, primarily reflecting capital expenditures partially offset by maturities of marketable securities.</li><li>Net Cash Used for Financing Activities: -$495,387 thousand compared to -$534,877 thousand in the prior year, primarily reflecting share repurchases.</li><li>Cash and Equivalents: $759,540 thousand as of January 31, 2026, compared to $772,727 thousand as of February 1, 2025.</li><li>Marketable Securities: $25,036 thousand as of January 31, 2026, compared to $116,221 thousand as of February 1, 2025.</li><li>Inventories: $601,218 thousand as of January 31, 2026, compared to $575,005 thousand as of February 1, 2025.</li><li>Liquidity: Approximately $1.2 billion, comprising cash and equivalents and $450 million in net borrowing available under the ABL Facility, unchanged from February 1, 2025.</li></ul><h4>Capital Allocation</h4><ul><li>Share Repurchases: For the full year ended January 31, 2026, Abercrombie &amp; Fitch Co. repurchased 5.4 million shares for $450 million, representing an 11% reduction in shares outstanding at the beginning of the year.</li></ul><h4>Store Count Activity (As of January 31, 2026)</h4><ul><li>Total Company-Owned Stores: 829 stores, with 62 new openings and 22 permanent closures during the fiscal year.</li><li>Total Franchise Stores: 60 stores.</li><li>Total Stores (Company-owned + Franchise): 889 stores.</li></ul><h3>Fiscal 2026 Outlook</h3>阿贝克隆比&amp;费奇 expects full-year net sales growth in the range of 3% to 5%, with an operating margin projected between 12.0% and 12.5%. Capital expenditures are estimated between $200 million and $225 million for fiscal 2026. The company plans approximately 30 net store openings, 55 total openings, 25 closures, and 70 remodels and right-sizes for the fiscal year.

Abercrombie & Fitch | 8-K: FY2026 Q4 Revenue Beats Estimate at USD 1.67 B