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Operating Expense Breakdown
Details major cost categories like store rent and labor, selling and marketing, distribution and fulfillment, and corporate overhead. Reveals whether revenue gains are translating into profit, how efficiently ANF runs its store fleet and online operations, and where cost pressures could squeeze margins or require strategic tradeoffs.Impairments and flagship exit charges have effectively disappeared since mid‑2023, which cleans up one‑time noise and improves earnings quality, but the predictable problem is the rising run rate: stores & distribution and MG&A have moved higher and remain seasonally lumpy as the company ramps openings/remodels, ERP investments and heavier marketing. Other operating income is volatile and not a reliable offset. Management’s guidance confirms ongoing store investment and elevated marketing while tariffs/freight add headwind—so margins hinge on comp recovery and tighter cost control, not recurring write‑offs.
Date | Impairment | Other Operating Income | Stores and Distribution | Marketing, General, and Administrative | Flagship Store Exit Charges |
|---|---|---|---|---|---|
Jun 30, 2026 | $0.00 | -$946.00K | $444.04M | $204.78M | $0.00 |
Mar 31, 2026 | $0.00 | -$2.76M | $431.19M | $182.75M | $0.00 |
Dec 31, 2025 | $0.00 | $769.00K | $574.79M | $181.82M | $0.00 |
Sep 30, 2025 | $0.00 | -$1.02M | $459.55M | $193.40M | $0.00 |
Jun 30, 2025 | $0.00 | -$369.00K | $375.36M | $175.32M | $0.00 |
Mar 31, 2025 | $0.00 | $3.78M | $399.94M | $174.93M | $0.00 |
Dec 31, 2024 | $0.00 | -$3.02M | $526.42M | $194.54M | $0.00 |
Sep 30, 2024 | $0.00 | -$1.59M | $419.24M | $190.00M | $0.00 |
Jun 30, 2024 | $0.00 | -$67.00K | $390.23M | $170.47M | $0.00 |
Mar 31, 2024 | $0.00 | -$1.96M | $371.69M | $177.88M | $0.00 |