Abercrombie & Fitch (ANF) broke its streak of upside versus consensus monthly comps

Abercrombie & Fitch (ANF) broke its streak of upside versus consensus monthly comps. Rather than normal weather the murderer is rather than a reversal in good general trend in the business. Drill to month, positive takeaways trump slight 3Q10 sales miss, a bit disappointing month and children, to show the most Hollister business (each has very easy to compare). Positive include: (1) the total AUR is flat sales from the map not fallen AUR -11% 3Q10 (5% or more, per month this year), puts forward improving sales admitted consumer; (2) in the title of the commercial performance low - provided free percentage figure dropped a year ago, the first test with the story is comfort than germination of strength of the sales.The company sports an investment profile that consists of a leaner domestic store footprint by year end, flagship stores globally that are bringing in the customers, and international sales that are increasing as percentage of the total.