Abercrombie & Fitch Co. (ANF) Fell on Issues Over Gross Margins and Development
Carillon Tower Advisers, an funding administration firm, launched its “Carillon Eagle Small Cap Development Fund” first quarter 2025 investor letter. A replica of the letter could be downloaded right here. Small-cap shares skilled a major drop in Q1, with the Russell 2000 Development Index (down 11.12%) trailing the Russell 2000 Worth Index (down 7.74%). Within the Russell 2000 Development Index, actual property, which elevated by 1.76%, outperformed all sectors each completely and comparatively. The one different sector delivering optimistic returns was client staples, which rose by 0.67%. As well as, please test the fund’s high 5 holdings to know its finest picks in 2025.
In its first-quarter 2025 investor letter, Carillon Eagle Small Cap Development Fund highlighted shares resembling Abercrombie & Fitch Co. (NYSE:ANF). Abercrombie & Fitch Co. (NYSE:ANF) is an omnichannel retailer that gives an assortment of attire, private care merchandise, and equipment. The one-month return of Abercrombie & Fitch Co. (NYSE:ANF) was 3.54%, and its shares misplaced 51.28% of their worth during the last 52 weeks. On Could 23, 2025, Abercrombie & Fitch Co. (NYSE:ANF) inventory closed at $73.17 per share with a market capitalization of $3.486 billion.
Carillon Eagle Small Cap Development Fund acknowledged the next concerning Abercrombie & Fitch Co. (NYSE:ANF) in its Q1 2025 investor letter:
“Abercrombie & Fitch Co. (NYSE:ANF) is a worldwide multi-brand omnichannel specialty retailer that gives a broad assortment of garments, private care merchandise, and equipment for males, girls, and children. The inventory lagged resulting from issues concerning the sustainability of the corporate’s gross margins and the expansion of the core Abercrombie & Fitch model, regardless of strong income efficiency general. Momentary freight prices are weighing down forward-quarter gross margins, however these are anticipated to reverse within the second half of 2025. At the same time as progress of the Abercrombie & Fitch model slows resulting from tough comparisons, we anticipate that progress at Hollister will proceed to help progress of general firm income.”
An in depth-up of a buyer attempting on a bit of attire within the retailer’s spacious dressing room, emphasizing the corporate’s give attention to private care and expertise.
Abercrombie & Fitch Co. (NYSE:ANF) isn’t on our checklist of 30 Most Common Shares Amongst Hedge Funds. As per our database, 42 hedge fund portfolios held Abercrombie & Fitch Co. (NYSE:ANF) on the finish of the primary quarter, which was 51 within the earlier quarter. Whereas we acknowledge the potential of Abercrombie & Fitch Co. (NYSE:ANF) as an funding, our conviction lies within the perception that AI shares maintain better promise for delivering larger returns, and doing so inside a shorter timeframe. In case you are in search of an AI inventory that’s as promising as NVIDIA however that trades at lower than 5 occasions its earnings, try our report concerning the undervalued AI inventory set for large features.
