A Look At Abercrombie & Fitch (ANF) Valuation After Its New NFL Super Bowl Fashion Partnership

Abercrombie & Fitch Co. Class A +0.53%

Abercrombie & Fitch Co. Class A

ANF

96.41

+0.53%

Abercrombie & Fitch (ANF) is back in focus after being named the NFL's Official Fashion Partner for the upcoming Super Bowl, tying its stock story to high visibility events across sports and fashion.

The Super Bowl tie up comes at a time when Abercrombie & Fitch’s share price of $97.63 sits below recent highs. A 90 day share price return of 34.57% contrasts with a 22.44% decline over 30 days and a three year total shareholder return of 224.68%, which points to strong longer term momentum despite near term volatility and a weaker 1 year total shareholder return of 18.22%.

If this NFL partnership has you thinking about where the next consumer winner could come from, it might be worth widening the net with fast growing stocks with high insider ownership.

With the shares well off recent highs but still carrying a very large 3 year return, plus a 39.14% intrinsic discount and sizeable gap to the US$127.56 analyst target, is ANF underappreciated or already pricing in the next leg of growth?

Most Popular Narrative: 12.2% Undervalued

With Abercrombie & Fitch closing at $97.63 against a narrative fair value of about $111, the current setup centers on whether the market is fully reflecting its long term earnings power.

Consistently high free cash flow and a continued share repurchase program (~$250M already repurchased in the year, targeting $400M for FY25), combined with top tier operating margins and prudent capital allocation, are set to boost earnings per share and unlock further value for shareholders.

Curious how a business with forecast earnings pressure can still support a higher fair value? The narrative leans on revenue resilience, margin reset and a future earnings multiple that sits well below many peers. Want to see the full playbook behind that gap to fair value?

Result: Fair Value of $111.22 (UNDERVALUED)

However, that setup can be tested quickly if tariff costs bite harder than expected or if weaker Abercrombie brand sales and EMEA softness persist for longer.

Build Your Own Abercrombie & Fitch Narrative

If you see the story differently, or prefer running the numbers yourself, you can build a data-backed view in minutes with Do it your way.

A great starting point for your Abercrombie & Fitch research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

Looking for more investment ideas?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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