From Yahoo Finance: 2025-05-27 09:15:00

Carillon Tower Advisers released its first quarter 2025 investor letter for the Carillon Eagle Small Cap Growth Fund. Small-cap stocks saw a significant drop, with the Russell 2000 Growth Index down 11.12%, trailing the Value Index. Real estate sector outperformed all sectors, with consumer staples also delivering positive returns.

In the investor letter, Carillon Eagle Small Cap Growth Fund highlighted Abercrombie & Fitch Co. (NYSE:ANF). ANF is an omnichannel retailer with a one-month return of 3.54% and shares losing 51.28% over the last 52 weeks. On May 23, 2025, ANF stock closed at $73.17 per share with a market capitalization of $3.486 billion.

Regarding ANF, Carillon Eagle Small Cap Growth Fund noted concerns about gross margins and brand growth. Temporary freight costs are impacting gross margins, but expected to reverse in the second half of 2025. Despite slowing growth in the Abercrombie & Fitch brand, Hollister is anticipated to support overall company revenue growth.

Abercrombie & Fitch Co. (NYSE:ANF) is not among the 30 Most Popular Stocks Among Hedge Funds. 42 hedge fund portfolios held ANF at the end of the first quarter. While ANF has potential, AI stocks are seen as holding greater promise for higher returns in a shorter timeframe. An undervalued AI stock with significant potential gains is recommended.



Read more at Yahoo Finance: Abercrombie & Fitch Co. (ANF) Fell on Concerns Over Gross Margins and Growth