ANF - Abercrombie & Fitch Co. 0 WATCHERS

ANF deserves to be cheap Here's my read through from AEO results to what's going on at ANF. Comparable sales at American Eagle brand +1% vs -7% for Abercrombie brand. American Eagle benefiting from Abercrombie market share loss. AEO also bested ANF with an overall gross margin improvement vs overall …

Here's my read through from AEO results to what's going on at ANF. Comparable sales at American Eagle brand +1% vs -7% for Abercrombie brand. American Eagle benefiting from Abercrombie market share loss. AEO also bested ANF with an overall gross margin improvement vs overall decline at ANF if you …

I have a small investment and am hopeful. Their balance sheet was strong and their earnings last quarter technically wasn't bad. I think North America sales will pick up, but China sales could tail off (reverse from last quarter). I don't think we'll see explosive earnings like $ANF...but I think …

I've been looking at retail lately. Got ANF a few weeks ago and im up 39% got URBN and was looking at BBWI. These Im treating as swing trades not necessarily long term value investments. Also DVN is good. been looking at a few others but not buying yet. LULU, …

ANF rallied up like this multiple times after earnings and then set new lows. Its brands are losing share and margin. Search trends show year over year decline whereas competitors show growth. If you back out the 210 bps tariff impact, ANF spent an extra $39 million in "selling expense" …

ANF gross margin excluding tariffs was actually down year over year, but the misleading press release presented it as a percentage of revenue, which makes it look higher when it was actually lower. Algos and fast readers probably didn't to do the calculation. 

I want to gamble with 100k before new years due to tax harvest opportunity. Looking for maximum high risk high reward stocks. So basically any loss what I could end up getting next month I can make a lot smaller due to tax harvesting and for that reason I’m looking …

Market is insane. INTC back to yearly highs, ANF up 50% in like 2 days lmfao

Where is the ANF gain porn

Cmon ANF give back 10%

Wait wait wait wait. ANF said that they expect sales growth to be between 6 and 7% instead of 5 and 7% (what they originally stated). They also Maintained 13-13.5% margins. And the stock pumps 37%. Are you fkn serious? LOL

LOL ANF erased 2 months of dip in one fucking session. What a regarded market

Good post, I disagree to a point with polarization. Sure you don't want to marry a stock, or turn a quick trade into a "long term investment" IE: holding bags when you need to rely on the velocity of your capital. However, Conviction is needed at the end of the …

KSS and ANF, next retail (retail) rally is $GAP I’ve sold half my position, but I know this will keep running so I am leaving the rest. GAP had great earnings and are coming back into the public eye as a staple brand. These 12/19 calls could 10X from here. …

It was a no brainer buy after I argued with something that it is a bad stock that has run up too much and will come back to reality. When Sydney Sweeney ad came out I bought AEO as it was crazy undervalued and risk reward was in your favour. …

The stock has been absurdly punished so today was redemption day. I would love to see a further short squeeze on Friday! My 5 ANF options that I bought yesterday for fun were up an absurdly 659% today. Closed them out. That never happens to me.

Chad & Stacy Folio doing well (LULU and ANF)

ANF up 30% today. They said they expect a strong black Friday. What recession?

Anyone got some super high conviction plays right now? I was in GAP, looked at ANF but never hopped in it. I'm sad now. I need another fun thing to look at / do some DD into. Current in on PFE - but I don't know much about it other …

$ANF is up a cool +37% today. I have seen the future, and it is not AI. The future is trendy teeny bopper brands that can charge higher margins than the debt burden AI infrastructure data center reddit darlings : )

Stock is up 24% and is still climbing today. Never should have been that far down to began with. Fran Horowitz has done a good job since taking over as CEO since 2017. Once the supreme court nerfs the Trump tarriffs, I think the stock will do a second surge. …

MOH, MO, & SIRI - I also love ANF & LULU at these prices, but they are not defensive other than valuation.

Good morning for ANF and Kohls lol. Bodes well for my RL position lol. Stoked to see URBN numbers after the bell close. No position but have been thinking about it.

ANF Q3 Beat: GAP valuation adds 50% | 20% float short I have posted about ANF before ([Q1 DD](https://www.reddit.com/r/Burryology/comments/1kxka8w/update_anf_100_133_after_baking_in_a_recession/)). They have an incredible leadership team that meets their various customers in the context of their lives; their omnichannel approach is unique for Abercrombie vs Hollister and their disciplined capital approach …

The market enabled them to buy back 9% of shares outstanding instead of just 5%. Be thankful. Sure I like my portfolio being green, but value-wise a cheaper ANF is better for me in the long term as long as it eventually rerates. And they always rerate if fundamentals warrant …

Where's all the ANF jabronis, did they get wiped out this year now that it's -53% YTD?

MOH? ANF? YELP? SDOT? O, no that's mostly just me yelling in the wind.