๐น Adj. EPS: $3.57 (Est. $3.56) ๐ข
๐น Revenue: $1.58B (Est. $1.56B) ๐ข; +9% YoY
๐น Comparable Sales: +14% YoY
๐น Oper. Income: $256M (+14.8% YoY)
FY26 Guidance:
๐น Adj. EPS: $10.40 to $11.40 (Est. $11.30) ๐ด
๐น Revenue Growth: +3% to +5%
๐น Operating Margin: 14% to 15%
๐น Planned Share Buybacks: $400M
Q1 2026 Guidance:
๐น Revenue Growth: +4% to +6%
๐น Adj. EPS: $1.25 to $1.45 (Est. $2.01) ๐ด
๐น Operating Margin: 8% to 9%
Segment Performance:
๐น Abercrombie Brand: +16% YoY
๐น Hollister Brand: +15% YoY
๐น Americas Revenue: +17% YoY
๐น EMEA Revenue: +12% YoY
๐น APAC Revenue: +9% YoY
Balance Sheet & Store Updates:
๐น Cash & Equivalents: $773M
๐น Inventories: $575M (+22% YoY)
๐น Total Store Count: 860 locations globally
๐น Store Openings: ~40 planned net new stores in FY25