AS Amer Sports Loading... : Bullish and Bearish Analyst Opinions
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23:42
Aug 27
Aug 27
Strong margins and buybacks make it attractive.
Abercrombie & Fitch is printing money with strong margins, aggressive buybacks, and solid growth across regions; with Hollister already turning around, the stock is a buy on any pullback.
HIGH
17:18
Aug 26
Aug 26
Abercrombie brand strength supports shares
Abercrombie & Fitch has managed to grow up with its original customer base, and the Abercrombie brand specifically is strong while Hollister is less so. The shares popped significantly on the basis of that brand strength.
MED
16:30
Aug 18
Aug 18
Arc'teryx and Salomon drive strong Amer Sports demand.
Amer Sports is seeing strong demand, particularly in China where Arc'teryx is the number one outdoor brand across all tier settings, winning at the intersection of prestige and technical performance. In the US, consumers are being selective but choosing quality and performance, with Salomon also doing a great job building frequency.
HIGH
21:16
Feb 23
Feb 23
"You're going to get about a 25% savings from the tariff rates... net savings is going to be somewhere around 20 to 50 basis points." The speaker notes that companies like Gap (GPS) faced ~100-110 bps impact, Abercrombie (AS) ~170 bps, and American Eagle ~225 bps. The market had priced in a "worst-case" tariff scenario for import-heavy apparel retailers. This ruling acts as a de-escalation event. * For RL (Ralph Lauren): They were already posting margin increases and strong sales *with* the headwinds. Removing the drag acts as a "double boost" to profitability. * For GPS (Gap) & AS (Abercrombie): These companies have quantifiable exposure (100-170 bps). A 20-50 bps savings flows directly to the bottom line, improving earnings revisions. American Eagle (highest exposure at 225 bps) theoretically has the most torque to this relief, though not explicitly in the ticker list. LONG. The sector receives a direct cost-reduction catalyst. Buy the "Quality" (RL) for continued momentum and the "Relief" (GPS/AS) for margin recovery. If the administration changes the enforcement of Section 122 again or if consumer demand softens enough to negate the 20-50 bps margin savings.
16:46
Feb 11
Feb 11
Speaker announces a major push for the ACG brand to target "trail running" and the "overall outdoor industry," explicitly naming "Solomon" (owned by Amer Sports) and "Smartwool" (owned by VF Corp) as incumbents they are "playing offense" against. Nike is a capital-rich giant entering a niche market. If ACG successfully captures the "outdoor consumer with attitude," it will directly cannibalize market share from pure-play outdoor stocks like Amer Sports (Salomon) and VF Corp (Smartwool/The North Face/Altra). WATCH for margin compression or market share loss in these specific competitors. ACG fails to gain traction with authentic outdoor enthusiasts (the "counterculture" risk mentioned by the interviewer).
About AS Analyst Coverage
Buzzberg tracks AS (Amer Sports) across 2 sources. 4 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (80%). 5 total trade ideas tracked. Latest voices: Jim Cramer, Craig Trudell, Abigail Gilmartin.