Strong holiday for retailers, but is it a fit? Motleyful money starts now.

I'm Dylan Lewis, and I'm joined over the airwaves by Motley Fool analyst Nick Seiple.

Nick, thanks for joining me today. Great to be back here with you, Dylan.

We've got a bit of a retail rundown on today's show. Reminds me of our old industry focus days,

digging into one specific sector. We've got updated numbers from Abercrombie and Fitch,

Eritzia, and Lulu Lemon to dive into. And I think it's kind of funny because one of the themes that we're going to be talking about today is, on the surface, a lot of strong numbers coming out from the

retailers. Market not necessarily agreeing, though.

That's right. Really strong results from these mall retailers. However, as the market often

is, it's, what have you done for me lately?

I thought you were going to put up numbers even better than what you reported.

I think you're seeing that a little bit with the retailers this week.

So first up, Abercrombie boosted outlook for Calendar Q4 and also their full-year expectations

earlier this week.

And the stock is down about 20% from where it closed last week.

So, yeah, help me wade through this one a little bit, because on the surface, some strong

reports here.

Yeah, for me, I think it's mostly an expectation story here.

You've got an increase in guidance for fourth quarter, net sales growth to a range of

7 to 8% from the prior, 5 to 7%. Guidance for the full year, net sales growth to a range of 7 to 8 percent from the prior 5 to 7 percent

guidance for the full year. Net sales growth around 15 percent up from the 14 to 15 percent

previously guided for and affirmed prior fourth year operating margin outlook of 16 percent

in the full year operating margin outlook about 15 percent. That means you let those numbers

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