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Revenue by Segment
Breaks down sales by business lines and channels—brand banners (Abercrombie, Hollister), stores vs. e-commerce, and any wholesale. Reveals which brands and channels are driving growth, where margins are stronger, and whether management’s strategy is shifting the mix toward higher‑margin or faster‑growing areas.Both brands show stronger holiday peaks and a clear recovery path since the pandemic, with Hollister accelerating faster than Abercrombie—fuelled by APAC strength and warm‑weather assortments—but Hollister’s comps are more exposed to EMEA weakness and elevated promotions. Management’s ERP cutover, tighter inventory and store/experience investments support the company’s mid‑single‑digit sales target, yet near‑term upside is contingent on APAC scaling, controlling promotional cadence, and navigating tariff-driven margin pressure.
Date | Hollister | Abercrombie |
|---|---|---|
Jun 30, 2026 | $669.88M | $596.81M |
Mar 31, 2026 | $549.10M | $564.72M |
Dec 31, 2025 | $863.30M | $806.50M |
Sep 30, 2025 | $673.27M | $617.35M |
Jun 30, 2025 | $656.69M | $551.87M |
Mar 31, 2025 | $549.36M | $547.95M |
Dec 31, 2024 | $812.25M | $772.67M |
Sep 30, 2024 | $579.13M | $629.84M |
Jun 30, 2024 | $551.56M | $582.42M |
Mar 31, 2024 | $449.22M | $571.51M |