ANFABERCROMBIE & FITCH CO /DE/
Retail-Family Clothing Stores
- Revenue
- $5.3B
- 6.4% YoY
- Operating margin
- 13.3%
- 11% YoY
- EBITDA
- $854M
- 4.5% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.4×
- −$328M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear122% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear73% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.7B | $3.7B | $4.3B | $4.9B | $5.3B | 6.4% |
| Operating income | $343M | $93M | $485M | $741M | $699M | 5.6% |
| Net income | $263M | $3M | $328M | $556M | $507M | 8.9% |
| Operating cash flow | $278M | −$2M | $653M | $710M | $619M | 13% |
| Capex | $97M | $165M | $158M | $183M | $241M | 32% |
| Stock-based comp | $29M | $29M | $40M | $39M | $39M | 1.0% |
| Buybacks | $377M | $126M | $0 | $230M | $451M | 96% |
| Dividends | $0 | $0 | — | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $294K · 1
- Net
- −$294K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $13M | −$12M | 423 | 241 |
| FY2025 | $17M | $41M | 517 | 196 |
| FY2024 | $15M | $99M | 475 | 160 |
| FY2023 | $11M | −$2M | 118 | 132 |
| FY2022 | $13M | $36M | 158 | 111 |