Third Quarter 2025 Performance - The company's operating income increased by 6% to $113 million, based on revenue of $136 billion[29] - Comparable sales increased by 4%[28] - Aerie's comparable sales increased by 11%[28] - Earnings per diluted share (EPS) were $053[28] - The company repurchased shares totaling $231 million in the first half of the year, including $21 million this quarter, and returned $64 million in cash dividends year-to-date[29] Fiscal Year 2025 Outlook - The company anticipates comparable sales to be up in the low single digits[30] - The company expects operating income to be between $303 million and $308 million on an adjusted basis[30] - The company projects depreciation and amortization to be approximately $216 million[30] Inventory - Ending inventory increased by 11% to $891232 thousand compared to the previous year[39]

Core Viewpoint - American Eagle Outfitters has raised its annual comparable sales forecast, indicating confidence in marketing-driven demand for its apparel and accessories during the holiday season [1] Group 1 - The company is betting on increased consumer demand driven by marketing efforts [1]

Dec 2, 2025 4:10 PM Eastern Standard Time AEO Inc. Reports Third Quarter Fiscal 2025 Results Exceeding Expectations; Raises Fourth Quarter Outlook Share PITTSBURGH--(BUSINESS WIRE)--American Eagle Outfitters, Inc. (NYSE: AEO) today announced financial results for the third quarter ended November 1, 2025. "I'm extremely pleased with the significant trend change across our business reflecting decisive steps taken from merchandising to marketing to operations—all having a positive impact. Record third quarter ...

Core Viewpoint - American Eagle has issued optimistic holiday guidance and raised its full-year forecast following better-than-expected quarterly results, with significant growth anticipated in comparable sales for the fiscal fourth quarter [1][2]. Financial Performance - The company expects full-year adjusted operating income to be between $303 million and $308 million, an increase from the previous range of $255 million to $265 million [2]. - American Eagle's reported net income for the third quarter was $91.34 million, or 53 cents per share, compared to $80.02 million, or 41 cents per share, a year earlier [2]. - Revenue for the quarter rose to $1.36 billion, up approximately 6% from $1.29 billion a year earlier [3][6]. Sales and Campaign Impact - Comparable sales companywide grew by 4%, surpassing the 2.7% expected by analysts, primarily driven by Aerie, which saw an 11% increase in comparable sales and a 13% rise in revenue [4]. - At American Eagle, where marketing campaigns were focused, comparable sales grew by only 1%, falling short of the 2.1% expected by analysts [4]. - The campaigns featuring Sydney Sweeney and Travis Kelce are attracting more customers and generating brand attention, but have not yet significantly impacted revenue [5]. Profitability Metrics - American Eagle's operating margin for the quarter was 8.3%, exceeding the 7.5% expected by analysts [5].

American Eagle Outfitters, Inc. (NYSE:AEO) will release earnings results for the third quarter after the closing bell on Tuesday, Dec. 2.Analysts expect the company to report quarterly earnings at 44 cents per share. That’s down from 48 cents per share in the year-ago period. The consensus estimate for American Eagle’s quarterly revenue is $1.32 billion ($1.29 billion a year earlier), according to Benzinga Pro.With the recent buzz around American Eagle, some investors may be eyeing potential gains from the ...

Market Overview - U.S. stock futures rose on Tuesday after a decline on Monday, with major benchmark indices showing positive movement [1] - The month of December began with benchmark indices declining after a five-day winning streak [1] Economic Indicators - The 10-year Treasury bond yielded 4.09%, while the two-year bond was at 3.53% [3] - The CME Group's FedWatch tool indicates an 87.2% likelihood of the Federal Reserve cutting interest rates in December [3] Stock Performance - MongoDB Inc. (NASDAQ:MDB) surged 22.84% after reporting better-than-expected third-quarter results and raising FY26 guidance [5] - CrowdStrike Holdings Inc. (NASDAQ:CRWD) rose 1.08% with analysts expecting quarterly earnings of $0.94 per share on revenue of $1.21 billion [5] - American Eagle Outfitters Inc. (NYSE:AEO) increased by 1.36% ahead of its earnings report, with expectations of $0.43 per share on revenue of $1.32 billion [5] - Credo Technology Group Holding Ltd. (NASDAQ:CRDO) jumped 17.84% after reporting strong second-quarter results and issuing optimistic third-quarter sales guidance, estimating revenue between $335 million and $345 million [5] Sector Performance - Energy and information technology stocks closed higher, while utilities, industrials, and health care sectors led losses, with most S&P 500 sectors finishing negatively on Monday [7] - Last week, the Dow increased over 3%, the S&P 500 surged nearly 4%, and the Nasdaq Composite climbed more than 4% [7] Analyst Insights - LPL Research outlook suggests a resilient economic and market landscape for 2026, with expectations of double-digit earnings growth driven by capital spending on AI infrastructure [9] - The report indicates supportive monetary policy as the Federal Reserve normalizes rates, alongside fiscal stimulus from the "One Big Beautiful Bill Act (OBBBA)" [10] - Geopolitical developments are highlighted as a potential wildcard affecting supply chains and commodity fluctuations [11] Commodities and Global Markets - Crude oil futures traded lower by 0.15% to around $59.22 per barrel [15] - Gold Spot fell 0.98% to approximately $4,190.38 per ounce, with the last record high at $4,381.6 per ounce [15] - Bitcoin traded 0.13% higher at $86,865.48 per coin [15] International Markets - Asian markets closed higher on Tuesday, with notable gains in Japan's Nikkei 225, Hong Kong's Hang Seng, Australia's ASX 200, and South Korea's Kospi indices [16]

Core Viewpoint - American Eagle Outfitters Inc. is navigating significant macroeconomic challenges while implementing a new marketing strategy aimed at boosting revenue to $1.32 billion despite facing $20 million in tariff-related costs [1][5]. Marketing Strategy - The company's marketing approach has shifted from focusing solely on youth culture to a multi-generational strategy, leveraging the popularity of actress Sydney Sweeney and now partnering with Martha Stewart to appeal to older demographics [2][3][4]. - The "Sydney Sweeney Has Great Jeans" campaign has reportedly led to record-breaking customer acquisition and a mid-single-digit increase in store traffic during August [3]. Financial Outlook - For the third quarter, management has projected operating income between $95 million and $100 million, contingent on comparable sales growth in the low single digits [6]. - The anticipated revenue of $1.32 billion represents a year-over-year increase from $1.29 billion, making it crucial for maintaining profitability amid rising supply chain costs [5]. Market Sentiment - Analysts predict earnings per share (EPS) of $0.43 for the upcoming report, a decrease from $0.48 the previous year, reflecting cautious optimism in the market [7]. - The stock has shown strong performance, closing 4.17% higher at $21.25, nearing a 52-week high, and has increased 27.47% year-to-date [7].

Market Overview - Pre-market futures indicate a decline, with major indexes showing losses: Dow down 207 points (-0.43%), S&P 500 down 46 points (-0.67%), Nasdaq down 239 points (-0.94%), and Russell 2000 down 26 points (-1.06%) [1] - Market sentiment is expected to seek balance, but uncertainty remains due to the Federal Reserve's "blackout period" ahead of the interest rate decision on December 10 [5] Economic Indicators - The first week of December is not a full "Jobs Week" due to delays from a government shutdown, with only ADP's private-sector payrolls report expected [2] - November S&P Manufacturing PMI and ISM Manufacturing results are anticipated, with S&P expected around 51.9 and ISM below 50, indicating contraction [6] Holiday Shopping Trends - Cyber Monday is projected to attract 73.9 million online shoppers, following Black Friday's 130.4 million and Small-Business Saturday's 67 million [3] - Adobe forecasts online shopping to reach $11.8 billion on Cyber Monday, a 9.1% increase from the previous year [4] Retail Sector Insights - Black Friday saw a 10.4% increase in online sales compared to last year, while in-store sales grew only 1.7% [4] - Retailers such as Macy's, Dollar Tree, Dollar General, and American Eagle are expected to report earnings soon, alongside CrowdStrike and Salesforce [10]

American Eagle Outfitters, Inc. (NYSE:AEO) will release earnings results for the third quarter after the closing bell on Tuesday, Dec. 2.Analysts expect the Pittsburgh, Pennsylvania-based company to report quarterly earnings at 44 cents per share, down from 48 cents per share in the year-ago period. The consensus estimate for American Eagle's quarterly revenue is $1.32 billion, compared to $1.29 billion a year earlier, according to data from Benzinga Pro.On Sept. 16, AEO declared a regular quarterly dividen ...

American Eagle Outfitters, Inc. (NYSE:AEO) will release earnings results for the third quarter after the closing bell on Tuesday, Dec. 2.Analysts expect the Pittsburgh, Pennsylvania-based company to report quarterly earnings at 44 cents per share, down from 48 cents per share in the year-ago period. The consensus estimate for American Eagle's quarterly revenue is $1.32 billion, compared to $1.29 billion a year earlier, according to data from Benzinga Pro.On Sept. 16, AEO declared a regular quarterly dividen ...