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News  ›  Investing.com

Retail Picture: What Abercrombie and Birkenstock EPS Suggest

Investing.com Logo Investing.com By Andrew Rocco
Retail Picture: What Abercrombie and Birkenstock EPS Suggest

Abercrombie & Fitch shares fell despite strong 2025 holiday results and record EPS due to lukewarm 2026 guidance, increased CAPEX, and tariff pressures. Birkenstock rebounded after initial post-earnings decline, beating estimates with strong growth. The retail market shows bifurcation, with premium retailers like ANF and BIRK performing well while consumers shift toward discount retailers like Dollar Tree and TJX.

Insights
RICOY   positive

Expanding industrial printing solutions in Europe, indicating market growth strategy


ANF   negative

Stock fell despite record 2025 EPS and strong holiday results due to lukewarm 2026 guidance (middle of range at 6%), increased CAPEX requirements, $90M tariff expense pressuring margins, and investor concerns about weaker consumer demand in 2026.