JPMorgan Slashes PT on Abercrombie & Fitch (ANF) to $141, Keeps an Overweight Rating
A close-up of a customer trying on a piece of apparel in the retailer's spacious dressing room, emphasizing the company's focus on personal care and experience.
In other news, Abercrombie & Fitch Co. (NYSE:ANF) reported record net sales in its fiscal Q1 2025 earnings, reaching $1.1 billion and exceeding outlook with an 8% growth. Net sales growth occurred across regions, with EMEA up 12%, Americas showing a 7% growth, and APAC rising 5%.
Abercrombie & Fitch Co.'s (NYSE:ANF) results were supported by brand performance from Hollister, which grew 22%. Abercrombie brands, however, were down 4% compared to last year.
Abercrombie & Fitch Co. (NYSE:ANF) is a global omnichannel retailer that offers an assortment of apparel, personal care products, and accessories for women, men, and kids. Its brand portfolio includes Abercrombie brands, which includes Abercrombie & Fitch and abercrombie kids, and Hollister brands, including Hollister and Gilly Hicks.
While we acknowledge the potential of ANF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
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Yahoo
14 minutes ago
- Yahoo
Hims & Hers Health (NYSE:HIMS) Misses Q2 Revenue Estimates, Stock Drops 12%
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Long-term growth is the most important, but within healthcare, a half-decade historical view may miss new innovations or demand cycles. Hims & Hers Health's annualized revenue growth of 68.3% over the last two years is below its five-year trend, but we still think the results suggest healthy demand. We can better understand the company's revenue dynamics by analyzing its number of customers, which reached 2.44 million in the latest quarter. Over the last two years, Hims & Hers Health's customer base averaged 43.3% year-on-year growth. Because this number is lower than its revenue growth, we can see the average customer spent more money each year on the company's products and services. This quarter, Hims & Hers Health achieved a magnificent 72.6% year-on-year revenue growth rate, but its $544.8 million of revenue fell short of Wall Street's lofty estimates. Company management is currently guiding for a 44.4% year-on-year increase in sales next quarter. 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On the other hand, its EBITDA guidance for next quarter missed and its revenue fell slightly short of Wall Street's estimates. Overall, this quarter could have been better. The stock traded down 12% to $55.84 immediately after reporting. Should you buy the stock or not? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free.
Yahoo
14 minutes ago
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AECOM (NYSE:ACM) Misses Q2 Sales Targets
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San Francisco Chronicle
15 minutes ago
- San Francisco Chronicle
Modi and Trump once called each other good friends. Now the US-India relationship is getting bumpy
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Instead, the announcement prompted a rather careful response from India's commerce minister, Piyush Goyal, who said the two countries are working towards a 'fair, balanced and mutually beneficial bilateral trade agreement.' India's Foreign Ministry also played down suggestions of any strain. However, experts in New Delhi wonder. 'Strenuous, uninterrupted and bipartisan efforts in both capitals over the past 25 years are being put at risk by not just the tariffs but by fast and loose statements and social media posts,' said Malik, who now heads the India chapter of The Asia Group, a U.S. advisory firm . Malik also said the trade deal the Indian side has offered to the U.S. is the 'most expansive in this country's history,' referring to reports that India was willing to open up to some American agricultural products. That is a politically sensitive issue for Modi, who faced a yearlong farmers' protest a few years ago. Trump appears to be tilting towards Pakistan The unraveling may have gained momentum over tariffs, but the tensions have been palpable for a while. Much of it has to do with Trump growing closer to Pakistan, India's nuclear rival in the neighborhood. In May, India and Pakistan traded a series of military strikes over a gun massacre in disputed Kashmir that New Delhi blamed Islamabad for. Pakistan denied the accusations. The four-day conflict made the possibility of a nuclear conflagration between the two sides seem real and the fighting only stopped when global powers intervened. But it was Trump's claims of mediation and an offer to work to provide a 'solution' regarding the dispute over Kashmir that made Modi's administration uneasy. Since then, Trump has repeated nearly two dozen times that he brokered peace between India and Pakistan. For Modi, that is a risky — even nervy — territory. Domestically, he has positioned himself as a leader who is tough on Pakistan. Internationally, he has made huge diplomatic efforts to isolate the country. So Trump's claims cut a deep wound, prompting a sense in India that the U.S. may no longer be its strategic partner. India insists that Kashmir is India's internal issue and had opposed any third-party intervention. Last week Modi appeared to dismiss Trump's claims after India's Opposition began demanding answers from him. Modi said that 'no country in the world stopped' the fighting between India and Pakistan, but he did not name Trump. Trump has also appeared to be warming up to Pakistan, even praising its counterterrorism efforts. Hours after levying tariffs on India, Trump announced a 'massive' oil exploration deal with Pakistan, saying that some day, India might have to buy oil from Islamabad. Earlier, he also hosted one of Pakistan's top military officials at a private lunch. Sreeram Sundar Chaulia, an expert at New Delhi's Jindal School of International Affairs, said Trump's sudden admiration for Pakistan as a great partner in counterterrorism has 'definitely soured' the mood in India. Chaulia said 'the best-case scenario is that this is just a passing Trump whim,' but he also warned that 'if financial and energy deals are indeed being struck between the U.S. and Pakistan, it will dent the U.S.-India strategic partnership and lead to loss of confidence in the U.S. in Indian eyes.' India's oil purchases from Russia are an irritant The strain in relations has also to do with oil. India had faced strong pressure from the Biden administration to cut back its oil purchases from Moscow during the early months of Russia's invasion of Ukraine. Instead, India bought more, making it the second-biggest buyer of Russian oil after China. That pressure sputtered over time and the U.S. focused more on building strategic ties with India, which is seen as a bulwark against a rising China. Trump's threat to penalize India over oil, however, brought back those issues. On Sunday, the Trump administration made its frustrations over ties between India and Russia ever more public. Stephen Miller, deputy chief of staff at the White House, accused India of financing Russia's war in Ukraine by purchasing oil from Moscow, saying it was 'not acceptable.'
