BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Transcript Rena Sherbill: Our last Wall Street roundup of February. Welcome back, Brian Stewart, Seeking Alpha's Director of News. Brian Stewart: Great to be here. Rena Sherbill: Talk to us, what are you looking ...

In its upcoming report, American Eagle Outfitters (AEO) is predicted by Wall Street analysts to post quarterly earnings of $0.71 per share, reflecting an increase of 31.5% compared to the same period last year. Revenues are forecasted to be $1.73 billion, representing a year-over-year increase of 7.9%.The current level reflects an upward revision of 60% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised the ...

American Eagle Outfitters (AEO) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended January 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on March 4, might help the stock move higher if these key numbers are better ...

尽管2025年第三季度营收同比增长6%至13.6亿美元，净利润同比增长14%，但2026财年第一季度（截至 2025年5月4日）营收同比下滑4.42%，且公司曾因宏观不确定性撤回全年业绩指引。市场可能担忧其增 长势头在消费环境波动中难以持续。 公司基本面 第三季度财报显示，关税对毛利率造成150个基点的负面影响（约2000万美元）。若未来贸易政策进一 步收紧，可能加剧成本压力，影响盈利预期。 资金面与技术面 美鹰服饰在2025年12月3日因第三季度业绩超预期而单日大涨15.07%，此后股价区间最高触及26.05美元 （2026年2月17日）。截至2026年2月23日，其年初至今涨幅为-12.54%，但近5个交易日累计下跌 9.89%，显示部分投资者在财报利好兑现后选择获利了结。2026年2月23日，美鹰服饰成交额仅4820万 美元，量比1.18显示交投相对平淡。股价当日跌破短期均线支撑，最低触及22.91美元，振幅达7.20%， 反映资金参与度下降且抛压有所增加。 业绩经营情况 经济观察网 根据截至2026年2月23日的公开信息，美鹰服饰（AEO.US）在财报表现强劲的背景下股价 出现下跌，主要受以下几方面因 ...

Industry Overview - The Retail - Apparel and Shoes industry started 2026 on a stable note despite a volatile macroeconomic environment, with demand increasingly influenced by selective, value-conscious consumers and rapid trend cycles [1] - The industry is currently ranked in the top 15% of the Zacks Industry Rank, indicating an expectation to outperform the market over the next three to six months [1] Recommended Stocks - Five apparel and shoes stocks with a top Zacks Rank for a stable portfolio are Deckers Outdoor Corp. (DECK), On Holding AG (ONON), Tapestry Inc. (TPR), American Eagle Outfitters Inc. (AEO), and FIGS Inc. (FIGS), all holding a Zacks Rank 1 (Strong Buy) [2] Deckers Outdoor Corp. (DECK) - Deckers Outdoor is experiencing solid momentum, driven by strong execution across its HOKA and UGG brands, with HOKA being the key growth engine supported by expanding global demand [5] - The company is seeing accelerated growth in international markets, enhancing long-term earnings visibility beyond the U.S., while maintaining pricing discipline and cost controls to support margin resilience [6] - Expected revenue and earnings growth rates for DECK are 8.6% and 8.7%, respectively, for the current fiscal year ending March 2026, with a 0.7% improvement in the Zacks Consensus Estimate for earnings over the last seven days [7] On Holding AG (ONON) - On Holding specializes in footwear and sports apparel, offering products through various channels including independent retailers and online platforms [9] - The expected revenue and earnings growth rates for ONON are 21% and 82.8%, respectively, for the current year, with a 0.6% improvement in the Zacks Consensus Estimate for earnings over the last 60 days [9] Tapestry Inc. (TPR) - Tapestry is strengthening its position as a leading global house of brands, driven by strong performance from Coach, effectively attracting Gen Z consumers and achieving growth in unit volume and pricing power [10] - The adjusted gross margin for TPR rose by 110 basis points in Q2 of fiscal 2026, with international markets providing further growth opportunities [11] - Expected revenue and earnings growth rates for TPR are 9.6% and 23.7%, respectively, for the current year ending June 2026, with a 1.6% improvement in the Zacks Consensus Estimate for earnings over the last seven days [12] American Eagle Outfitters Inc. (AEO) - AEO is benefiting from brand strength and solid demand, with a better-than-expected holiday season prompting an increase in its operating income outlook [13] - The company has seen balanced performance across channels, with both stores and digital contributing positively [14] - Expected revenue and earnings growth rates for AEO are 3.4% and 23.1%, respectively, for the current year ending January 2027, with a 3% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [16] FIGS Inc. (FIGS) - FIGS is a direct-to-consumer healthcare apparel and lifestyle brand, creating advanced apparel for healthcare professionals through its digital platform and retail stores [17] - Expected revenue and earnings growth rates for FIGS are 5.4% and 1.5%, respectively, for the current year, with the Zacks Consensus Estimate for earnings remaining flat over the last 30 days [18]

Core Viewpoint - American Eagle Outfitters (AEO) reported strong Q3 performance for fiscal year 2025 and raised its Q4 outlook [1] Financial Performance - For Q3, total net revenue increased by 6% year-over-year to $1.36 billion, setting a record; comparable sales rose by 4%, with Aerie brand sales up by 11% [2] - Diluted earnings per share reached $0.53, a 29% increase compared to the previous year [2] Stock Performance - On December 3, 2025, AEO's stock price surged by 15.07%, closing at $23.97, with trading volume increasing by 116.31% to $799 million, directly linked to the positive earnings report [3] Recent Developments - The company raised its Q4 fiscal year 2025 outlook, expecting same-store sales growth of 8% to 9%, with operating income guidance between $155 million and $160 million, exceeding previous expectations [4] - Management noted that the growth momentum has continued into the holiday season, with record sales during the Thanksgiving weekend [4] Future Outlook - Investors should monitor upcoming announcements to verify the actual achievement of the Q4 guidance; the adjusted operating profit expectation for the full year is projected to be between $303 million and $308 million [5] - The competitive landscape in the apparel retail industry remains intense, necessitating attention to macro consumer environment, tariff policy changes, and brand strategy execution, as these factors may influence stock price volatility [5]

Core Viewpoint - American Eagle Outfitters (AEO) reported its third-quarter financial results and management outlook, highlighting a focus on financial performance and strategic execution [1] Financial Performance - The company expects same-store sales to grow by 8% to 9% in the fourth quarter of 2025, significantly exceeding market expectations [1] - AEO raised its full-year adjusted operating profit guidance to between $303 million and $308 million [1] Strategic Focus - The company emphasized that its growth momentum is expected to continue into 2026 [1] - Market attention will be on whether AEO can achieve an end-to-end solution through vertical integration in areas such as payment and monetization platforms [1]

Core Viewpoint - Eddie Bauer LLC has filed for voluntary Chapter 11 bankruptcy protection due to tariff uncertainty and operational pressures [1] Company Overview - Eddie Bauer is a Seattle-based outdoor lifestyle brand founded in 1920, specializing in premium-quality apparel, outerwear, footwear, and accessories [2] - Retail operations will continue during liquidation sales as the company seeks a going-concern sale, while e-commerce and wholesale operations remain unaffected [2] Operational Challenges - The CEO of Catalyst Brands, Marc Rosen, highlighted that increased costs from inflation and ongoing tariff uncertainty have significantly impacted the business [3] - Despite improvements in product development and marketing, the changes were insufficient to counteract long-term challenges [3] Industry Context - Industry leaders, including Levi's and Uniqlo, have expressed concerns about the high impact of tariffs on their businesses, indicating a broader industry challenge [4]

Group 1 - Actress Sydney Sweeney rang the opening bell at the New York Stock Exchange (NYSE) alongside American Eagle Outfitters Chairman and CEO Jay Schottenstein, marking a significant promotional event for the retailer [1] - Sweeney's partnership with American Eagle in 2025 for an advertising campaign has generated considerable online attention and controversy, particularly due to its wordplay that some critics argue blurs the line between fashion marketing and genetic traits [2][3] - The campaign slogan "Sydney Sweeney Has Great Jeans" was released last summer, and Sweeney's appearance at the NYSE included wearing jeans and a light blue denim jacket, reinforcing the campaign's theme [3] Group 2 - American Eagle's sales have reportedly surged as a result of the campaign, with President Donald Trump publicly defending Sweeney and promoting the ad, stating that the jeans are "flying off the shelves" [5] - In response to the backlash, American Eagle emphasized that the ad was focused on the jeans, stating, "Her jeans. Her story," and reaffirming their commitment to celebrating individual confidence in wearing their products [5][7]

Market Overview - Equities are fractionally lower in extended trading hours following the Dow Jones Industrial Average surpassing 50,000 for the first time ever on February 6, 2026 [3] - The pre-market update provides insights into market trends and IPO activities [2] Company Highlights - Shares of Once Upon a Farm, co-founded by actress Jennifer Garner, rose nearly 17% to $21.05 each in their trading debut [3] - American Eagle Outfitters is set to celebrate its brand with actress Sydney Sweeney ringing the opening bell at the NYSE [2][3] - Flotek Industries commemorates its leadership in sustainable chemistry and energy sector innovation during the closing bell [2] Economic Insights - ICE's February Mortgage Monitor Report reveals new refinance opportunities for borrowers and indicates that home affordability has reached a four-year high [3]