Zacks Investment Ideas feature highlights: Abercrombie and Fitch, Birkenstock, Dollar Tree and TJX

For Immediate ReleaseChicago, IL – January 13, 2026 – Today, Zacks Investment Ideas feature highlights Abercrombie and Fitch ANF, Birkenstock BIRK, Dollar Tree DLTR and TJX TJX.Retail Picture: What Abercrombie & Birkenstock EPS SuggestThe 2025 Holiday season was generally strong, as expected. However, Abercrombie and Fitch shares are falling today for a few different reasons, including:1. A High Bar: After a successful, multi-year, store optimization and brand refresh, Abercrombie achieved record earnings-per-share in 2025. Although ANF's holiday results were robust, the stock is up more than threefold over the past five years, and investors with profits are likely using the liquidity of earnings to take some chips off the table2. Luke Warm Guidance: U.S. stock investors are known to be hyper-focused on quarterly results and have a forward-looking "what have you done for me lately?" mindset. In the conference call, management suggested that sales growth will be in the middle of its previous guidance range (at least 6%). With the strong 2025 performance, investors were looking for a stronger number. Additionally, many investors see a weaker consumer into 2026.3. CAPEX & Tariff Impact: ANF announced that it will increase its capital expenditures, suggesting that, in order to compete, the company will need to spend more capital. Meanwhile, the company incurred a $90 million tariff expense in 2025, which will likely continue into 2026 and pressure margins.Despite the concerns, ANF is still one of the strongest and most consistent retail brands. Zacks Consensus Estimates suggest that revenue will continue to soar into 2027.Additionally, ANF shares are approaching a high reward-to-risk zone after they pull into the rising 50-day moving average for the first time since a strong end-of-2025 rally.Birkenstock Steadies After Initial Post-EPS DumpBirkenstock shares took a post-EPS beating even though Q4 Adj. EPS $0.14 beat $0.08 est, Sales $407.67M beat $303.31M est. The company is expecting a modest headwind to adj. EBITDA margins due to planned ramp-up costs & an initial under-absorption in Pasewalk. Overall, the company is becoming a growth darling of sorts with double-digit top-and-bottom-line growth. As a result, shares are rebounding after the initial knee-jerk reaction.Gauging the Overall Retail Picture: Discount Retailers LeadThe current retail picture is muddied due to tariffs and weak consumer confidence. Nevertheless, it's hard to argue with record-breaking global holiday sales of $1.29 trillion. That said, the retail market is highly bifurcated. While companies like BIRK and ANF continue to perform well on both price action and fundamental fronts, consumers are moving more towards discount retailers like Dollar Tree and TJX. Meanwhile, this trend can be seen in ANF itself, with more strength in its low-cost Hollister brand than its high-end ANF brand.Bottom LineWhile the market's immediate "knee-jerk" reaction to retail earnings suggests cooling sentiment, the fundamental story for premium retailers remains intact.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The TJX Companies, Inc. (TJX): Free Stock Analysis Report Dollar Tree, Inc. (DLTR): Free Stock Analysis Report Abercrombie & Fitch Company (ANF): Free Stock Analysis Report Birkenstock Holding PLC (BIRK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks