Patrick Industries vs Abercrombie & Fitch
Patrick Industries Inc. and Abercrombie & Fitch Co. This page compares business models, financial performance, and market context to present a neutral, accessible overview of how the two companies operate and compete in their respective sectors. Educational content, not financial advice.
Patrick Industries Inc. and Abercrombie & Fitch Co. This page compares business models, financial performance, and market context to present a neutral, accessible overview of how the two companies ope...
Which Baskets Do They Appear In?
Tariff Protected Stocks | Domestic Manufacturing Edge
New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.
Published: September 28, 2025
Explore BasketThe Protectionist Pivot
A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.
Published: July 2, 2025
Explore BasketOpen Road Portfolio
Discover a carefully curated collection of stocks that embody personal freedom and independence. Our analysts have selected companies that not only manufacture the vehicles for your adventures but also provide the financial tools to help you chart your own course in life.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Tariff Protected Stocks | Domestic Manufacturing Edge
New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.
Published: September 28, 2025
Explore BasketThe Protectionist Pivot
A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.
Published: July 2, 2025
Explore BasketOpen Road Portfolio
Discover a carefully curated collection of stocks that embody personal freedom and independence. Our analysts have selected companies that not only manufacture the vehicles for your adventures but also provide the financial tools to help you chart your own course in life.
Published: June 17, 2025
Explore BasketInvestment Analysis
Pros
- Patrick Industries posted 6% year-over-year revenue growth in Q3 2025, outperforming expectations and demonstrating organic and acquisition-driven expansion across all major end markets.
- The company maintains a diversified business model with market share gains in RV, marine, powersports, and housing, reducing reliance on any single industry cycle.
- Patrick Industries ended Q3 2025 with $779 million in net liquidity and a manageable net leverage ratio of 2.8x, providing financial flexibility for further growth or acquisitions.
Considerations
- Operating and net income margins declined year-over-year in Q3 2025, with operating margin falling to 6.8% from 8.1%, reflecting cost pressures or less profitable sales mix.
- Earnings per share dropped to $1.01 from $1.20 year-over-year, partly due to dilution from convertible notes and weaker profitability despite higher revenue.
- The company is exposed to cyclical end markets such as recreational vehicles and marine, which may face demand volatility during economic downturns or rising interest rates.
Pros
- Abercrombie & Fitch has successfully repositioned its brand, attracting younger demographics and achieving multiple quarters of double-digit comparable sales growth in 2024 and early 2025.
- The company’s global expansion, especially in Asia and Europe, has provided new revenue streams and reduced dependence on the North American market.
- Abercrombie & Fitch has streamlined operations and optimised inventory, leading to improved gross margins and stronger free cash flow generation.
Considerations
- Despite recent success, the company’s historical reliance on mall-based retail leaves it vulnerable to shifting consumer preferences and ongoing structural changes in the retail sector.
- International expansion brings exposure to currency fluctuations, geopolitical risks, and varying consumer tastes that may not always align with the brand’s core strengths.
- Abercrombie & Fitch operates in the highly competitive and trend-driven apparel sector, where sustained outperformance requires continuous innovation and marketing investment.
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