Abercrombie & Fitch (ANF)
Market Price (12/24/2025): $123.46 | Market Cap: $5.8 BilSector: Consumer Discretionary | Industry: Apparel Retail
Abercrombie & Fitch (ANF)
Market Price (12/24/2025): $123.46Market Cap: $5.8 BilSector: Consumer DiscretionaryIndustry: Apparel Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.8%, FCF Yield is 6.6% | Weak multi-year price returns2Y Excs Rtn is -8.8% | Key risksANF key risks include [1] managing brand relevance as evidenced by a 5% sales decline in its core Abercrombie brand and [2] navigating a projected $50 million net impact from trade tariffs. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% | |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.8%, FCF Yield is 6.6% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. |
| Weak multi-year price returns2Y Excs Rtn is -8.8% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% |
| Key risksANF key risks include [1] managing brand relevance as evidenced by a 5% sales decline in its core Abercrombie brand and [2] navigating a projected $50 million net impact from trade tariffs. |
Why The Stock Moved
Qualitative Assessment
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Abercrombie & Fitch (ANF) experienced a significant 32.4% movement in its stock from approximately August 31, 2025, to December 24, 2025, driven by several key factors.1. Strong Q3 Fiscal 2025 Financial Performance. Abercrombie & Fitch reported its twelfth consecutive quarter of growth during its Q3 fiscal year 2025 earnings call, with sales increasing by 7% to a record $1.3 billion. The company's operating margin reached 12%, and earnings per share (EPS) surpassed expectations. Net sales in the Americas and EMEA regions both grew by 7%, while the Hollister brand showcased particularly strong performance with a 16% increase in net sales.
2. Optimistic Full-Year Outlook. Following robust performance, the company anticipated continued profitable growth for the full fiscal year 2025. Management's outlook for fiscal 2025 included expected net sales growth in the range of 3% to 5% from its 2024 figure of $4.95 billion, with growth projected across all regions and brands. An operating margin in the range of 14% to 15% was also expected for the full year.
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Stock Movement Drivers
Fundamental Drivers
The 41.9% change in ANF stock from 9/23/2025 to 12/23/2025 was primarily driven by a 44.8% change in the company's P/E Multiple.| 9232025 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 87.27 | 123.81 | 41.87% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5099.75 | 5181.41 | 1.60% |
| Net Income Margin (%) | 10.61% | 10.07% | -5.03% |
| P/E Multiple | 7.67 | 11.11 | 44.84% |
| Shares Outstanding (Mil) | 47.55 | 46.84 | 1.49% |
| Cumulative Contribution | 41.84% |
Market Drivers
9/23/2025 to 12/23/2025| Return | Correlation | |
|---|---|---|
| ANF | 41.9% | |
| Market (SPY) | 3.7% | 21.7% |
| Sector (XLY) | 2.7% | 33.0% |
Fundamental Drivers
The 55.5% change in ANF stock from 6/24/2025 to 12/23/2025 was primarily driven by a 51.1% change in the company's P/E Multiple.| 6242025 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 79.60 | 123.81 | 55.54% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5025.17 | 5181.41 | 3.11% |
| Net Income Margin (%) | 10.60% | 10.07% | -4.98% |
| P/E Multiple | 7.35 | 11.11 | 51.10% |
| Shares Outstanding (Mil) | 49.21 | 46.84 | 4.82% |
| Cumulative Contribution | 55.18% |
Market Drivers
6/24/2025 to 12/23/2025| Return | Correlation | |
|---|---|---|
| ANF | 55.5% | |
| Market (SPY) | 13.7% | 28.2% |
| Sector (XLY) | 13.5% | 35.4% |
Fundamental Drivers
The -19.1% change in ANF stock from 12/23/2024 to 12/23/2025 was primarily driven by a -23.4% change in the company's P/E Multiple.| 12232024 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 152.96 | 123.81 | -19.06% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4816.58 | 5181.41 | 7.57% |
| Net Income Margin (%) | 11.16% | 10.07% | -9.71% |
| P/E Multiple | 14.50 | 11.11 | -23.39% |
| Shares Outstanding (Mil) | 50.95 | 46.84 | 8.06% |
| Cumulative Contribution | -19.58% |
Market Drivers
12/23/2024 to 12/23/2025| Return | Correlation | |
|---|---|---|
| ANF | -19.1% | |
| Market (SPY) | 16.7% | 37.7% |
| Sector (XLY) | 7.3% | 41.5% |
Fundamental Drivers
The 456.2% change in ANF stock from 12/24/2022 to 12/23/2025 was primarily driven by a 1129.2% change in the company's Net Income Margin (%).| 12242022 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 22.26 | 123.81 | 456.20% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3659.29 | 5181.41 | 41.60% |
| Net Income Margin (%) | 0.82% | 10.07% | 1129.22% |
| P/E Multiple | 36.73 | 11.11 | -69.75% |
| Shares Outstanding (Mil) | 49.49 | 46.84 | 5.34% |
| Cumulative Contribution | 454.61% |
Market Drivers
12/24/2023 to 12/23/2025| Return | Correlation | |
|---|---|---|
| ANF | 33.7% | |
| Market (SPY) | 48.4% | 36.2% |
| Sector (XLY) | 38.2% | 37.3% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ANF Return | 19% | 71% | -34% | 285% | 69% | -17% | 632% |
| Peers Return | 12% | 17% | -24% | 55% | 12% | 20% | 106% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 114% |
Monthly Win Rates [3] | |||||||
| ANF Win Rate | 50% | 67% | 50% | 83% | 50% | 42% | |
| Peers Win Rate | 48% | 50% | 32% | 62% | 52% | 55% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| ANF Max Drawdown | -53% | 0% | -59% | -5% | 0% | -56% | |
| Peers Max Drawdown | -54% | -8% | -44% | -7% | -22% | -37% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: AEO, URBN, LULU, RL, PVH. See ANF Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/23/2025 (YTD)
How Low Can It Go
| Event | ANF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -69.9% | -25.4% |
| % Gain to Breakeven | 232.5% | 34.1% |
| Time to Breakeven | 357 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -56.8% | -33.9% |
| % Gain to Breakeven | 131.6% | 51.3% |
| Time to Breakeven | 221 days | 148 days |
| 2018 Correction | ||
| % Loss | -54.6% | -19.8% |
| % Gain to Breakeven | 120.2% | 24.7% |
| Time to Breakeven | 552 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -83.3% | -56.8% |
| % Gain to Breakeven | 497.2% | 131.3% |
| Time to Breakeven | 5,506 days | 1,480 days |
Compare to TJX, URBN, AEO, GES, ROST
In The Past
Abercrombie & Fitch's stock fell -69.9% during the 2022 Inflation Shock from a high on 11/18/2021. A -69.9% loss requires a 232.5% gain to breakeven.
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AI Analysis | Feedback
Here are 1-3 brief analogies to describe Abercrombie & Fitch (ANF):
- Like J.Crew, but for a younger, more trend-conscious professional adult.
- A more sophisticated and elevated American Eagle, targeting college-aged and young adults.
- The Lululemon of stylish, everyday essentials for young adults.
AI Analysis | Feedback
- Apparel: A wide range of clothing for men, women, and children, including tops, bottoms, outerwear, dresses, swimwear, and loungewear, sold under their various brands.
- Accessories: Complementary items such as bags, belts, hats, footwear, and jewelry designed to pair with their apparel collections.
- Fragrances: Signature perfumes and colognes offered for men and women, often associated with their brand identities.
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```htmlMajor Customers of Abercrombie & Fitch (ANF)
Abercrombie & Fitch (ANF) is a retail company that primarily sells its products directly to individual consumers through its various brands:
- Abercrombie & Fitch
- abercrombie kids
- Hollister Co.
- Gilly Hicks
Therefore, Abercrombie & Fitch operates primarily on a business-to-consumer (B2C) model. The company serves the following categories of individual customers:
- Young Adults (typically 18-24+ years old): This category is primarily served by the flagship Abercrombie & Fitch brand, offering premium, casual, and contemporary apparel, focusing on a slightly older demographic seeking classic and trendy styles.
- Teenagers (typically 13-17 years old): This category is predominantly targeted by the Hollister Co. brand, which offers a California-inspired, casual, and affordable fashion line, along with the Gilly Hicks brand, which specializes in intimates, loungewear, and activewear for a similar age group.
- Children (typically 5-14 years old): The abercrombie kids brand caters to this younger demographic, providing comfortable and stylish apparel designed specifically for children, often mirroring the aesthetic of the main Abercrombie brand in age-appropriate styles.
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Fran Horowitz, Chief Executive Officer
Fran Horowitz has served as Chief Executive Officer of Abercrombie & Fitch Co. since February 2017. She joined the company in October 2014 as the Hollister Brand President and was promoted to President and Chief Merchandising Officer in December 2015. Prior to her time at Abercrombie & Fitch, Horowitz was Brand President at Ann Taylor Loft. She also held various leadership roles in merchandising at Express, Inc., Bloomingdale's, Bergdorf Goodman, Bonwit Teller, and Saks Fifth Avenue. Horowitz is recognized for leading the transformation of Abercrombie & Fitch, focusing on inclusivity and evolving the brand's image.
Robert Ball, Chief Financial Officer
Robert Ball was promoted to Chief Financial Officer of Abercrombie & Fitch Co., effective November 20, 2024. He joined the company in 2003 and has held several finance leadership positions during his tenure, including Chief Financial Officer of the Abercrombie & Fitch and Abercrombie Kids brands, and roles in financial reporting, financial planning and analysis, and corporate finance. Before joining Abercrombie & Fitch, Ball began his career as a financial advisor at Merrill Lynch.
Scott Lipesky, Executive Vice President, Chief Operating Officer
Scott Lipesky has served as Executive Vice President, Chief Operating Officer of Abercrombie & Fitch Co. since May 2023. He previously held the role of Chief Financial Officer for the company from October 2017 to May 2023. Lipesky originally joined Abercrombie & Fitch in November 2007 and served in various finance positions, including Chief Financial Officer of the Hollister brand from 2014 to 2016. Prior to rejoining Abercrombie & Fitch in 2017, he was Chief Financial Officer of American Signature Inc., a privately-held home furnishings company. His background also includes roles as corporate finance director with FTI Consulting and director of corporate business development with The Goodyear Tire & Rubber Company. He started his career at PricewaterhouseCoopers, where he qualified as a CPA.
Samir Desai, Executive Vice President, Chief Digital and Technology Officer
Samir Desai has been the Chief Digital and Technology Officer and Executive Vice President of Abercrombie & Fitch Co. since 2021. Before joining Abercrombie & Fitch, he held various leadership positions at Equinox Group, including Chief Technology Officer from 2016 to 2021, and other technology roles since 2005. Earlier in his career, he was Director of Information Technology at Intertex Apparel Group.
Carey Collins Krug, Chief Marketing Officer
Carey Collins Krug serves as the Chief Marketing Officer and Senior Vice President & Head of Marketing for Abercrombie brands. She joined Abercrombie & Fitch Co. from David Yurman, where she was Chief Marketing Officer. Krug's previous experience includes working at Ralph Lauren as the Senior Vice President of Global Marketing for the Polo Ralph Lauren brand, and at Donna Karan as the Vice President of Global Marketing.
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Abercrombie & Fitch (ANF) faces several key risks inherent to the retail apparel industry and its global operations. The most significant risks include intense competition and rapidly evolving consumer preferences, macroeconomic and geopolitical uncertainties, and cybersecurity threats.The highly competitive nature of the retail industry, coupled with constantly shifting consumer preferences and fashion trends, poses a primary risk to Abercrombie & Fitch's market share and profitability. The company must continuously innovate and adapt to remain relevant against both online and brick-and-mortar competitors. Failure to effectively engage customers, anticipate changing fashion trends, and manage inventory could lead to decreased sales and diluted brand value. For instance, the Abercrombie brand experienced a 5% year-over-year decline in net sales in Q2 2025, underscoring this ongoing challenge.
Secondly, Abercrombie & Fitch is exposed to macroeconomic and geopolitical uncertainties that can impact its global operations and financial performance. Fluctuations in global economic conditions, such as inflation, unemployment, and currency exchange rates, directly affect consumer confidence and discretionary spending. Changes in trade policies, tariffs (including a projected $50 million net tariff impact in Q1 2025), and legislative developments can introduce volatility. Furthermore, geopolitical events, including armed conflicts and social unrest, can disrupt supply chains and procurement processes, leading to increased freight costs and operational challenges.
Finally, as a digitally-led omnichannel retailer, Abercrombie & Fitch faces substantial cybersecurity and data privacy risks. The potential for cybersecurity threats, privacy breaches, or data security incidents could lead to significant operational disruptions and reputational damage. Maintaining the security and integrity of its information technology systems is crucial given the company's reliance on digital operations and customer data.
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The emergence and rapid growth of ultra-fast fashion retailers (e.g., Shein, Temu) represent a clear emerging threat. These companies leverage highly optimized, AI-driven supply chains to produce trendy apparel at extremely low prices and deliver it globally with speed. This model directly competes with Abercrombie & Fitch for market share, particularly among its younger, trend-sensitive demographic, by offering an unparalleled combination of novelty, variety, and affordability that traditional retailers struggle to match. The significant market penetration and continuous growth of these platforms clearly demonstrate their disruptive potential to established apparel retailers.
AI Analysis | Feedback
Abercrombie & Fitch (ANF) operates as a specialty retailer offering a diverse range of apparel, accessories, and personal care products for men, women, and children under various brands, including Abercrombie & Fitch, Abercrombie Kids, Hollister, Gilly Hicks, and YPB (activewear). The company primarily targets young adults and teenagers, particularly those aged 25-29 for the Abercrombie & Fitch brand, and 13-22 for its Hollister and Abercrombie Kids brands. Based on their main products and target demographic, the addressable markets are as follows:- Global Apparel Market: The global apparel market is valued at approximately $1.84 trillion in 2025.
- U.S. Apparel Market: The U.S. apparel market is projected to be approximately $390.33 billion in 2025.
- Global Athleisure Market: The global athleisure market is projected to grow from approximately $425.07 billion in 2025.
- U.S. Athleisure Market: The U.S. athleisure market is foreseen to be approximately $118.79 billion in 2025.
- Global Kids Apparel Market (including teens): The global kids apparel market is expected to reach approximately $228 billion by 2025.
- U.S. Online Fashion Retail Market: The U.S. online fashion retail market is estimated to be valued at approximately $144.97 billion by 2025.
AI Analysis | Feedback
Abercrombie & Fitch (ANF) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
- Continued Brand Transformation and Product Innovation: The company's successful re-positioning of the Abercrombie brand towards an inclusive, millennial-focused aesthetic and ongoing efforts for Hollister are expected to continue attracting and retaining customers. This includes a focus on well-curated product assortments, testing new product concepts, and brand extensions such as the "A&F Wedding Shop" and the global expansion of Abercrombie Kids into department stores.
- Accelerated Digital and Omnichannel Growth: Abercrombie & Fitch is significantly investing in its digital capabilities, e-commerce strategies, and omnichannel experiences to meet evolving consumer demands. With a substantial portion of sales already originating from digital channels, particularly for the Abercrombie brand, continued investment in customer analytics, digital marketing, and social commerce platforms like Instagram and TikTok is anticipated to fuel online sales and customer engagement.
- Strategic Global Expansion: The company is focused on expanding its presence in international markets. This includes exploring further opportunities in the EMEA (Europe, Middle East, and Africa) region, with a particular focus on Germany, and the APAC (Asia-Pacific) region, especially China. This global expansion strategy involves opening new stores and leveraging localized playbooks.
- Physical Store Expansion and Modernization: Abercrombie & Fitch plans to enhance its physical retail footprint by opening approximately 60 new stores and remodeling or "right-sizing" 40 existing locations in 2025, aiming for a net increase in store count. These new and remodeled stores are designed to offer "new experiences" and are considered an essential part of the overall brand experience.
- Increased Marketing Investments and Customer Acquisition: To support brand affinity and acquire new customers, Abercrombie & Fitch is increasing its marketing investments year-over-year, particularly in digital and influencer marketing. This strategy aims to leverage key partnerships and campaigns to drive strong traffic across both physical and digital channels.
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Share Repurchases
- Abercrombie & Fitch announced a new $1.3 billion share repurchase authorization in March 2025, replacing a prior 2021 program, with $1.1 billion remaining under this authorization as of August 2025.
- For fiscal year 2025, the company expects to repurchase approximately $400 million worth of shares.
- The company repurchased $230 million in shares during fiscal year 2024, contributing to a 3% reduction in shares outstanding.
Capital Expenditures
- Expected capital expenditures for fiscal year 2025 are approximately $225 million.
- The primary focus for capital expenditures in fiscal year 2025 includes approximately 40 net new store openings, 40 remodels and right-sizes, and investments in modernizing retail ERP systems, omnichannel experiences, and loyalty programs.
- Capital expenditures were $183 million in fiscal year 2024, $157 million in fiscal year 2023, and $153 million in fiscal year 2022.
Latest Trefis Analyses
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|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to ANF. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 10.7% | 10.7% | 0.0% |
| 11262025 | HRB | H&R Block | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.9% | 3.9% | -0.1% |
| 11262025 | LRN | Stride | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.8% | 3.8% | -4.4% |
| 11212025 | ABNB | Airbnb | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 19.9% | 19.9% | 0.0% |
| 11212025 | MTN | Vail Resorts | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.5% | 7.5% | -1.6% |
| 09122025 | ANF | Abercrombie & Fitch | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 42.6% | 42.6% | -25.0% |
Research & Analysis
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Peer Comparisons for Abercrombie & Fitch
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 100.53 |
| Mkt Cap | 6.4 |
| Rev LTM | 6,785 |
| Op Inc LTM | 688 |
| FCF LTM | 422 |
| FCF 3Y Avg | 488 |
| CFO LTM | 627 |
| CFO 3Y Avg | 683 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.2% |
| Rev Chg 3Y Avg | 7.0% |
| Rev Chg Q | 6.9% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Mgn LTM | 11.7% |
| Op Mgn 3Y Avg | 10.3% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 11.3% |
| CFO/Rev 3Y Avg | 12.1% |
| FCF/Rev LTM | 7.1% |
| FCF/Rev 3Y Avg | 8.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.4 |
| P/S | 1.1 |
| P/EBIT | 13.4 |
| P/E | 14.3 |
| P/CFO | 10.8 |
| Total Yield | 7.0% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 7.9% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 23.5% |
| 3M Rtn | 19.9% |
| 6M Rtn | 23.1% |
| 12M Rtn | 11.1% |
| 3Y Rtn | 159.4% |
| 1M Excs Rtn | 18.8% |
| 3M Excs Rtn | 13.5% |
| 6M Excs Rtn | 9.0% |
| 12M Excs Rtn | -5.5% |
| 3Y Excs Rtn | 67.0% |
Comparison Analyses
Price Behavior
| Market Price | $123.81 | |
| Market Cap ($ Bil) | 5.9 | |
| First Trading Date | 09/26/1996 | |
| Distance from 52W High | -23.1% | |
| 50 Days | 200 Days | |
| DMA Price | $85.00 | $84.00 |
| DMA Trend | down | up |
| Distance from DMA | 45.7% | 47.4% |
| 3M | 1YR | |
| Volatility | 86.5% | 68.0% |
| Downside Capture | 14.04 | 114.41 |
| Upside Capture | 178.35 | 76.02 |
| Correlation (SPY) | 22.3% | 37.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.41 | 1.74 | 1.58 | 1.85 | 1.33 | 1.34 |
| Up Beta | 2.75 | 2.40 | 2.26 | 3.03 | 1.59 | 1.50 |
| Down Beta | -0.78 | 1.15 | 0.79 | 1.78 | 1.28 | 1.44 |
| Up Capture | 565% | 208% | 149% | 153% | 67% | 271% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 10 | 18 | 28 | 60 | 107 | 383 |
| Down Capture | 107% | 138% | 168% | 137% | 121% | 101% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 9 | 23 | 34 | 64 | 140 | 364 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of ANF With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| ANF | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -14.6% | 7.8% | 18.8% | 72.9% | 9.0% | 3.7% | -11.4% |
| Annualized Volatility | 67.8% | 24.3% | 19.5% | 19.2% | 15.3% | 17.2% | 35.0% |
| Sharpe Ratio | 0.02 | 0.25 | 0.76 | 2.72 | 0.36 | 0.05 | -0.14 |
| Correlation With Other Assets | 41.2% | 37.5% | -8.3% | 13.8% | 21.1% | 15.9% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of ANF With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| ANF | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 43.2% | 9.9% | 14.8% | 18.9% | 11.8% | 4.7% | 35.5% |
| Annualized Volatility | 60.8% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.9% |
| Sharpe Ratio | 0.83 | 0.38 | 0.70 | 0.98 | 0.51 | 0.16 | 0.62 |
| Correlation With Other Assets | 42.0% | 38.7% | -1.9% | 8.0% | 23.0% | 14.9% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of ANF With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| ANF | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 19.1% | 13.2% | 14.8% | 15.1% | 6.8% | 5.4% | 69.1% |
| Annualized Volatility | 60.5% | 22.0% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.55 | 0.55 | 0.71 | 0.85 | 0.31 | 0.23 | 0.90 |
| Correlation With Other Assets | 42.7% | 38.9% | -5.6% | 13.7% | 29.9% | 11.1% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/26/2025 | 7.1% | -0.3% | |
| 8/28/2025 | -3.1% | -1.2% | -12.2% |
| 5/29/2025 | -5.5% | -4.2% | -0.2% |
| 3/6/2025 | 2.9% | -9.2% | -12.3% |
| 11/27/2024 | 0.8% | 0.9% | 4.1% |
| 8/29/2024 | 3.8% | -7.9% | -1.6% |
| 5/30/2024 | -3.1% | -1.5% | 3.4% |
| 3/7/2024 | -7.2% | -1.9% | -6.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 8 | 10 |
| # Negative | 15 | 16 | 14 |
| Median Positive | 2.9% | 8.5% | 8.5% |
| Median Negative | -2.7% | -7.0% | -9.9% |
| Max Positive | 7.1% | 19.0% | 31.2% |
| Max Negative | -9.5% | -13.7% | -30.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 10312025 | 12052025 | 10-Q 11/1/2025 |
| 7312025 | 9052025 | 10-Q 8/2/2025 |
| 4302025 | 6062025 | 10-Q 5/3/2025 |
| 1312025 | 3312025 | 10-K 2/1/2025 |
| 10312024 | 12062024 | 10-Q 11/2/2024 |
| 7312024 | 9062024 | 10-Q 8/3/2024 |
| 4302024 | 6072024 | 10-Q 5/4/2024 |
| 1312024 | 4012024 | 10-K 2/3/2024 |
| 10312023 | 12042023 | 10-Q 10/28/2023 |
| 7312023 | 9012023 | 10-Q 7/29/2023 |
| 4302023 | 6062023 | 10-Q 4/29/2023 |
| 1312023 | 3272023 | 10-K 1/28/2023 |
| 10312022 | 12062022 | 10-Q 10/29/2022 |
| 7312022 | 9072022 | 10-Q 7/30/2022 |
| 4302022 | 6082022 | 10-Q 4/30/2022 |
| 1312022 | 3282022 | 10-K 1/29/2022 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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