Story perspectives

Retailers Mixed Results: Lululemon Soars, Abercrombie Sinks

1/12/2026

Summary

Story summary

Retailers experienced mixed results during the holiday season, with some exceeding expectations and others underperforming.
Lululemon expects fourth-quarter revenue of $3.60 billion, while American Eagle and Five Below raised their earnings forecasts due to strong sales.
Abercrombie & Fitch cut its guidance despite record sales, resulting in an 18% drop in shares.
The National Retail Federation projected a 3.7% to 4.2% increase in retail sales compared to 2024, though analysts warn that higher prices may limit volume growth.

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Story summary

Retailers experienced mixed results during the holiday season, with some exceeding expectations and others underperforming.
Lululemon expects fourth-quarter revenue of $3.60 billion, while American Eagle and Five Below raised their earnings forecasts due to strong sales.
Abercrombie & Fitch cut its guidance despite record sales, resulting in an 18% drop in shares.
The National Retail Federation projected a 3.7% to 4.2% increase in retail sales compared to 2024, though analysts warn that higher prices may limit volume growth.