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Abercrombie & Fitch Brand Remains Healthy With More Resilient Customer Base, Says Analyst

Abercrombie & Fitch Brand Remains Healthy With More Resilient Customer Base, Says Analyst

分析師表示，Abercrombie&Fitch Brand保持健康，客户基礎更具彈性
Benzinga Real-time News ·  2022/09/30 14:24
  • Telsey Advisory Group analyst Dana Telsey reiterated an Outperform rating on the shares of Abercrombie & Fitch Co (NYSE:ANF) with a price target of $25.00.
  • Despite a softening demand environment amid macro challenges to lower-income consumers and significant uncertainty in Europe, management struck a fairly positive tone during the investor meetings hosted by the analyst and her team.
  • Inventory balances are expected to be right-sized to demand trends heading into the holiday, said Telsey.
  • The analyst added that the pullback in orders from large players such as Walmart Inc (NYSE:WMT) and Target Corp (NYSE:TGT) creates a more favorable chase environment.
  • Freight looks to finally become a tailwind to margin as well in Q4, with the benefit continuing into FY23, noted Telsey.
  • The analyst continues to see a long-term margin expansion opportunity through a more productive store footprint and expanding digital penetration.
  • Price Action: ANF shares are trading higher by 2.46% at $15.81 on the last check Friday.
  • 泰爾西顧問團分析師達娜·特爾西重申了對該公司股票的跑贏評級Abercrombie&Fitch Co.(紐約證券交易所代碼：ANF)，目標價為25.00美元。
  • 儘管在低收入消費者面臨宏觀挑戰和歐洲存在重大不確定性的情況下，需求環境疲軟，但在這位分析師和她的團隊主持的投資者會議上，管理層表現出了相當積極的基調。
  • 特爾西表示，預計庫存餘額將與假期前的需求趨勢相適應。
  • 這位分析師補充説，來自大型企業的訂單減少，如沃爾瑪進軍C(紐約證券交易所代碼：WMT)和塔吉特(紐約證券交易所代碼：TGT)創造了更有利的追逐環境。
  • 特爾西指出，運費看起來最終也將在第四季度成為利潤率的順風，這種好處將持續到23財年。
  • 該分析師繼續認為，通過更具生產力的門店面積和不斷擴大的數字滲透率，可以長期擴大利潤率。
  • 價格行動：在週五的最後一次檢查中，ANF的股價上漲了2.46%，至15.81美元。
声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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