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Abercrombie & Fitch

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 16, 2021 by Ryan Batchelor · said 22 times in 4 episodes since 2021 · across every show →

Mentions by year

brought up most by Brett Barakett (12), Ryan Batchelor (7), Pat Dorsey (2), Steve Papa (1)

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2026 2 mentions in 1 episode
2024 12 mentions in 1 episode
2022 1 mention in 1 episode
2021 7 mentions in 1 episode

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Everything said about Abercrombie & Fitch, oldest first

Sep 16, 2021 bullish
Opinion
Batchelor: Abercrombie traded at half Hollister's standalone value in 2017
“Abercrombie & Fitch was trading, in our opinion, well below what even Hollister was worth. So we valued the company and said, in rough terms, business is trading at half of what Hollister is worth”
Ryan Batchelor Sep 16, 2021 ▶ 44:22 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
Jul 6, 2026
Insight
Dorsey: Non-Luxury Brand Moats Require Continuous Active Maintenance and Reinvestment
“Non-luxury brands require care and feeding. They require constant maintenance.”
Pat Dorsey Jul 6, 2026 ▶ 36:16 Moat Investing Nuances – Pat Dorsey (EP.509)
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