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    American Eagle Outfitters (AEO)

    Market Price (9/14/2026): $15.0 | Market Cap: $-Sector: Consumer Discretionary | Industry: Apparel Retail

    American Eagle Outfitters (AEO)

    Market Price (9/14/2026): $15.0
    Market Cap: $-
    Sector: Consumer Discretionary
    Industry: Apparel Retail

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Weak multi-year price returns
    2Y Excs Rtn is -57%, 3Y Excs Rtn is -76%

    Key risks
    AEO key risks include [1] its failure to anticipate rapidly changing fashion trends in a highly competitive retail landscape and [2] inventory mismanagement leading to significant write-downs and reduced margins.

    0 Weak multi-year price returns
    2Y Excs Rtn is -57%, 3Y Excs Rtn is -76%
    1 Key risks
    AEO key risks include [1] its failure to anticipate rapidly changing fashion trends in a highly competitive retail landscape and [2] inventory mismanagement leading to significant write-downs and reduced margins.

    AEO in ETFs

    Weight = AEO's share of each fund

    VTI0.00%
    ITOT0.00%
    IWM0.09%
    IJR0.14%
    VYM0.01%
    VB0.03%
    AVUV0.28%
    IWN0.18%
    +14 more covered ETFs

    Valuation & Metrics

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    AI Analysis | Feedback

    MetricValueDateSource
    Total Comparable Sales Growth4%2012025Link
    Aerie Comparable Sales Growth5%2012025Link
    American Eagle Comparable Sales Growth3%2012025Link
    Total Company-Owned Stores11722012025Link
    Total Licensed Stores3712012025Link
    Customer File GrowthDouble digit growth8292024Link
    Digital Revenue Growth12%5292024Link
    Store Revenue Growth4%5292024Link

    Price Chart

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    Recent
    9/09/2026Earnings ReleaseRev: $1.0 Bil (A) vs. $1.0 Bil (E)
    EPS: 0.79 (A) vs. $0.22 (E)
    Upcoming
    12/01/2026Earnings ReleaseRev: $1.0 Bil (E)
    EPS: $0.50 (E)

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 9/10/2026

    American Eagle Outfitters (AEO) stock has lost about 5% since 5/31/2026 because of the following key factors:

    1. Q2 Fiscal 2026 Profitability Boosted by One-Time Tariff Refunds.

    American Eagle Outfitters reported Q2 fiscal 2026 (ended August 1, 2026) adjusted earnings per share of $0.79, significantly surpassing analyst estimates of $0.22, and revenue of $1.38 billion, slightly above the $1.37 billion consensus. However, a substantial portion of this strong performance was attributed to a one-time net benefit of $161 million from International Emergency Economic Powers Act (IEEPA) tariff refunds, which inflated gross margins by 1300 basis points and operating profit. Investors viewed these non-recurring benefits skeptically, questioning the sustainability of such profitability without them.

    2. Weak Performance of the Core American Eagle Brand.

    Despite overall consolidated comparable sales growth of 6% in Q2 fiscal 2026, the performance was bifurcated between the company's brands. Aerie and OFFLINE exhibited robust growth, with total revenue increasing 25% and comparable sales up 19%. In contrast, the flagship American Eagle brand experienced a 1% decrease in comparable sales, indicating ongoing challenges in its core business and contributing to investor concern about the "quality" of the overall earnings beat.

    Show more
    Updated on 9/10/2026

    American Eagle Outfitters (AEO) stock has lost about 5% since 5/31/2026 because of the following key factors:

    1. Q2 Fiscal 2026 Profitability Boosted by One-Time Tariff Refunds.

    American Eagle Outfitters reported Q2 fiscal 2026 (ended August 1, 2026) adjusted earnings per share of $0.79, significantly surpassing analyst estimates of $0.22, and revenue of $1.38 billion, slightly above the $1.37 billion consensus. However, a substantial portion of this strong performance was attributed to a one-time net benefit of $161 million from International Emergency Economic Powers Act (IEEPA) tariff refunds, which inflated gross margins by 1300 basis points and operating profit. Investors viewed these non-recurring benefits skeptically, questioning the sustainability of such profitability without them.

    2. Weak Performance of the Core American Eagle Brand.

    Despite overall consolidated comparable sales growth of 6% in Q2 fiscal 2026, the performance was bifurcated between the company's brands. Aerie and OFFLINE exhibited robust growth, with total revenue increasing 25% and comparable sales up 19%. In contrast, the flagship American Eagle brand experienced a 1% decrease in comparable sales, indicating ongoing challenges in its core business and contributing to investor concern about the "quality" of the overall earnings beat.

    3. Cautious Outlook for Second Half of Fiscal 2026 and Increased Inventory.

    While management updated its full-year fiscal 2026 operating income guidance to a range of $540 million to $550 million, inclusive of the tariff refund benefit, the underlying outlook for the remainder of the year, particularly Q3 fiscal 2026 (ending October 30, 2026), was perceived as more cautious. The company anticipates Q3 operating income between $110 million and $115 million, with gross margins expected to be flat year-over-year. Furthermore, consolidated inventory at cost rose 14%, with units up 9%, which could signal potential future margin pressure and negatively impacted investor sentiment.

    Show less
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    Stock Movement Drivers

    Fundamental Drivers

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    Market Drivers

    5/31/2026 to 9/13/2026
    ReturnCorrelation
    AEO-4.2% 
    Market (SPY)1.0%28.2%
    Sector (XLY)-6.5%39.4%

    Fundamental Drivers

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    Market Drivers

    2/28/2026 to 9/13/2026
    ReturnCorrelation
    AEO-38.0% 
    Market (SPY)11.7%33.3%
    Sector (XLY)-3.1%39.9%

    Fundamental Drivers

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    Market Drivers

    8/31/2025 to 9/13/2026
    ReturnCorrelation
    AEO19.3% 
    Market (SPY)19.5%29.4%
    Sector (XLY)-1.9%37.6%

    Fundamental Drivers

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    Market Drivers

    8/31/2023 to 9/13/2026
    ReturnCorrelation
    AEO-3.3% 
    Market (SPY)75.7%40.0%
    Sector (XLY)35.3%42.6%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    AEO Return29%-43%55%-19%65%-44%-16%
    Peers Return42%-19%84%38%6%1%214%
    S&P 500 Return27%-19%24%23%16%11%102%

    Monthly Win Rates [3]
    AEO Win Rate58%25%67%33%50%44% 
    Peers Win Rate57%43%63%58%55%44% 
    S&P 500 Win Rate75%42%67%75%67%44% 

    Max Drawdowns [4]
    AEO Max Drawdown-40%-61%-40%-36%-46%-47% 
    Peers Max Drawdown-28%-44%-28%-26%-40%-29% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: ANF, URBN, BKE, LEVI, KTB. See AEO Returns vs. Peers.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 9/11/2026 (YTD)

    How Low Can It Go

    EventAEOS&P 500
    2025 US Tariff Shock
      % Loss-34.8%-18.8%
      % Gain to Breakeven53.3%23.1%
      Time to Breakeven83 days79 days
    2023 SVB Regional Banking Crisis
      % Loss-36.0%-6.7%
      % Gain to Breakeven56.4%7.1%
      Time to Breakeven75 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-60.5%-24.5%
      % Gain to Breakeven153.2%32.4%
      Time to Breakeven518 days427 days
    2020 COVID-19 Crash
      % Loss-52.0%-33.7%
      % Gain to Breakeven108.2%50.9%
      Time to Breakeven145 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.5%-19.2%
      % Gain to Breakeven30.8%23.8%
      Time to Breakeven104 days105 days
    2016-2017 Trump Reflation Bond Selloff
      % Loss-37.6%-3.7%
      % Gain to Breakeven60.2%3.9%
      Time to Breakeven203 days6 days

    Compare to ANF, URBN, BKE, LEVI, KTB

    In The Past

    American Eagle Outfitters's stock fell -34.8% during the 2025 US Tariff Shock. Such a loss loss requires a 53.3% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    EventAEOS&P 500
    2025 US Tariff Shock
      % Loss-34.8%-18.8%
      % Gain to Breakeven53.3%23.1%
      Time to Breakeven83 days79 days
    2023 SVB Regional Banking Crisis
      % Loss-36.0%-6.7%
      % Gain to Breakeven56.4%7.1%
      Time to Breakeven75 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-60.5%-24.5%
      % Gain to Breakeven153.2%32.4%
      Time to Breakeven518 days427 days
    2020 COVID-19 Crash
      % Loss-52.0%-33.7%
      % Gain to Breakeven108.2%50.9%
      Time to Breakeven145 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.5%-19.2%
      % Gain to Breakeven30.8%23.8%
      Time to Breakeven104 days105 days
    2016-2017 Trump Reflation Bond Selloff
      % Loss-37.6%-3.7%
      % Gain to Breakeven60.2%3.9%
      Time to Breakeven203 days6 days
    2015-2016 China Devaluation / Global Growth Scare
      % Loss-27.3%-12.2%
      % Gain to Breakeven37.6%13.9%
      Time to Breakeven172 days62 days
    2013 Taper Tantrum
      % Loss-38.9%-0.2%
      % Gain to Breakeven63.8%0.2%
      Time to Breakeven359 days1 days
    2011 US Debt Ceiling Crisis & European Contagion
      % Loss-27.4%-17.9%
      % Gain to Breakeven37.7%21.8%
      Time to Breakeven70 days123 days
    2010 Eurozone Sovereign Debt Crisis / Flash Crash
      % Loss-35.0%-15.4%
      % Gain to Breakeven53.9%18.2%
      Time to Breakeven623 days125 days
    2008-2009 Global Financial Crisis
      % Loss-65.2%-53.4%
      % Gain to Breakeven187.3%114.4%
      Time to Breakeven1250 days1085 days
    Summer 2007 Credit Crunch
      % Loss-20.5%-8.6%
      % Gain to Breakeven25.7%9.5%
      Time to Breakeven1854 days47 days

    Compare to ANF, URBN, BKE, LEVI, KTB

    In The Past

    American Eagle Outfitters's stock fell -34.8% during the 2025 US Tariff Shock. Such a loss loss requires a 53.3% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About American Eagle Outfitters (AEO)

    American Eagle Outfitters (AEO) is a specialty retailer primarily focused on clothing, accessories, and personal care products. The company operates under two main brands: American Eagle, which provides a wide range of jeans and specialty apparel for both women and men, and Aerie, known for its intimates, apparel, activewear, and swim collections specifically for women. These core brands form the foundation of its product offerings.

    Beyond its primary brands, AEO also includes Tailgate, which offers graphic tees and other clothing, and Todd Snyder New York, specializing in upscale menswear. The company serves customers through a substantial physical retail presence, operating hundreds of stores under its various brand names across the United States, Canada, Mexico, and Hong Kong. Additionally, American Eagle Outfitters extends its reach globally through its e-commerce websites, shipping to 81 countries, and via merchandise sold at licensed locations in 28 other countries, catering to a broad international market.

    AI Analysis | Feedback

    1. AEO is like a Gap Inc. for a younger, more casual demographic.

    2. AEO is like Abercrombie & Fitch, but with a hugely popular intimates and activewear brand (Aerie).

    AI Analysis | Feedback

    • Apparel: A wide range of clothing for men and women, including jeans, specialty apparel, graphic tees, activewear, and swim collections, offered across its various brands.
    • Intimates: Undergarments and related apparel primarily for women, a key offering of the Aerie brand.
    • Accessories: Items like jewelry, bags, and other additions that complement clothing, available under the American Eagle brand.
    • Personal Care Products: A selection of beauty and self-care items, available under both American Eagle and Aerie brands.

    AI Analysis | Feedback

    ```html

    American Eagle Outfitters (AEO) primarily sells its products to individuals (consumers) rather than to other companies. The company operates as a specialty retailer, distributing its merchandise through its own network of stores (American Eagle, Aerie, Todd Snyder), company websites (ae.com, aerie.com, toddsnyder.com), and locations operated by licensees.

    Based on its brand portfolio and product offerings, American Eagle Outfitters serves the following categories of customers:

    1. Young Adults and Teens: This is the core demographic for the American Eagle and Aerie brands, seeking casual apparel, jeans, accessories, and intimates. The products are designed for both young men and women looking for trendy and comfortable everyday wear.
    2. Women Seeking Intimates, Activewear, and Swimwear: Specifically targeted by the Aerie brand, this category of customers values comfort, body positivity, and style in their intimate apparel, activewear, and swimwear collections.
    3. Men Seeking Premium or Branded Casual Wear: The Todd Snyder New York brand caters to men looking for more sophisticated, designer-quality menswear. Additionally, the Tailgate brand targets men interested in graphic tees and casual apparel, often with a collegiate or sports-inspired theme.
    ```

    AI Analysis | Feedback

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    AI Analysis | Feedback

    American Eagle Outfitters (AEO) Management Team:

    Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer

    Jay Schottenstein has served as the Executive Chairman of the Board of American Eagle Outfitters since 1992 and as Chief Executive Officer from 1992 to 2002, and again from 2014 to present. He, along with his father, Jerome Schottenstein, played a pivotal role in transforming AEO into a multi-brand global retailer. Jay is also the Chairman, President, and CEO of Schottenstein Stores Corp., Chairman and CEO of American Signature Inc., Executive Chairman of Designer Brands, Inc., and Chairman and CEO of SB360 Capital Partners, demonstrating a long history of leading diverse retail brands. Under his leadership, AEO launched its first denim line in 1997 and instrumental in the launch of Aerie.

    Michael Mathias, Executive Vice President – Chief Financial Officer

    Michael Mathias was appointed Executive Vice President and Chief Financial Officer of American Eagle Outfitters in April 2020. He first joined the company over 20 years ago, starting as a manager of finance for stores and operations. He gained progressive leadership experience across various finance and operational areas, including e-commerce, store finance, Aerie planning, strategy, and business development. From 2016 to 2017, Mathias briefly served as VP, Financial Planning and Analysis at General Nutrition Centers, Inc. before returning to AEO as Senior Vice President of Financial Planning & Analysis.

    Jennifer Foyle, President, Executive Creative Director – AE & Aerie

    Jennifer Foyle joined AEO in August 2010 to lead the Aerie brand and expanded her scope in 2020 to oversee the strategic vision of American Eagle, rising to her current position. She has been a crucial force in Aerie's rapid expansion and its growth to a nearly $2 billion brand. Foyle revolutionized the intimate apparel industry in 2014 by introducing body positivity and inclusivity through the #AerieREAL campaign. Prior to Aerie, she served as President of the global lifestyle brand Calypso St. Barth and held positions of increasing responsibility at Gap Inc. and J. Crew, having nearly 30 years of experience in the apparel retail industry.

    Todd Snyder, Executive Vice President

    Todd Snyder has been an Executive Vice President of American Eagle Outfitters since November 2015. He is the founder of his eponymous menswear label, launched in 2011, and also the Tailgate brand, founded in 1997. American Eagle Outfitters acquired both the Todd Snyder label and Tailgate Clothing Company in November 2015. Prior to founding his brands, Snyder spent over two decades in retail apparel, including roles as Designer for Polo Ralph Lauren, Director of Menswear for the Gap, and Senior Vice President of Menswear at J. Crew.

    Sarah, Executive Vice President – Chief Supply Chain and Technology Officer

    Sarah joined AEO in October 2023 as Executive Vice President – Chief Supply Chain Officer, with her role expanding to Chief Supply Chain and Technology Officer in October 2024. In this position, she directs all facets of the company's global supply chain operations, including product development, sourcing, production, and distribution for AEO's brands, as well as Quiet Logistics, a subsidiary. Additionally, she assumed leadership of the International business in November 2025. Sarah has over two decades of extensive experience in supply chain management across several large-scale, multi-brand retail organizations, having previously served as Chief Supply Chain Officer at PVH Corporation.

    AI Analysis | Feedback

    Here are the key risks to American Eagle Outfitters (AEO):

    1. Evolving Consumer Preferences, Intense Competition, and Economic Sensitivity: American Eagle Outfitters operates in a highly dynamic and competitive retail apparel market. The company is significantly susceptible to shifts in fashion trends, changing consumer preferences (particularly among its young adult demographic), and the growing influence of online-only retailers and social commerce platforms. Macroeconomic uncertainties, such as inflation and higher living costs, directly impact consumer discretionary spending, leading to more cautious purchasing behavior. The performance of its American Eagle brand has shown a slowdown, with comparable sales declining, highlighting the risk that the growth of its successful Aerie brand may not fully offset challenges in the larger American Eagle segment.
    2. Supply Chain Disruptions and Rising Costs: As a global retailer, American Eagle Outfitters is exposed to significant supply chain vulnerabilities. Risks include disruptions caused by extreme weather events, geopolitical conflicts, labor disputes, and regulatory changes in key manufacturing countries. Tariffs and the strength of the U.S. dollar also create challenges, leading to increased costs for imported goods and impacting profitability. Managing complex global production networks and ensuring resilient supply chains against material shortages, labor gaps, and delivery delays remains a top industry concern, directly affecting AEO's operational efficiency and margins.
    3. Inventory Management and Operational Inefficiencies: American Eagle Outfitters has faced challenges related to merchandising strategies and inventory management. Issues with excess stock have led to higher promotions, inventory write-downs, and decreased gross profit margins, directly impacting the company's profitability. Operational inefficiencies, where cost of sales and selling, general, and administrative expenses outpace revenue growth, also reflect challenges in merchandise planning and the ability to respond swiftly to market trends.

    AI Analysis | Feedback

    The rise of ultra-fast fashion e-commerce retailers such as Shein and Temu presents a clear emerging threat. These companies leverage agile supply chains, data-driven trend identification, and direct-to-consumer online models to offer trendy apparel at extremely low price points with rapid turnover, directly competing with American Eagle Outfitters' core business in specialty apparel and accessories, particularly among younger, trend-conscious consumers.

    AI Analysis | Feedback

    American Eagle Outfitters (AEO) operates in several addressable markets, including the broad apparel market, intimate apparel, personal care products, denim, and activewear. Below are the estimated market sizes for these key product categories:

    • Apparel Market:
      • Globally, the apparel market was valued at approximately USD 1.84 trillion in 2025.
      • In the U.S., the apparel market is projected to reach USD 399.77 billion by 2026.
    • Intimate Lingerie Market:
      • The global intimate lingerie market size was valued at USD 48.59 billion in 2025.
      • The U.S. intimate lingerie market was valued at USD 23.20 billion in 2024 and is projected to reach USD 34.64 billion by 2030.
    • Personal Care Products Market:
      • The global beauty and personal care products market size was valued at USD 561.4 billion in 2024.
      • The United States personal care product market size was estimated at USD 136.03 billion in 2024.
    • Denim Market (including jeans):
      • The global denim market size was valued at USD 78.90 billion in 2025.
      • The USA jeans market size was valued at USD 130 billion in 2023.
    • Activewear Market:
      • The global activewear market size is estimated to have a value of USD 451.0 billion in 2025.
      • The U.S. activewear market is projected to be valued at USD 147.9 billion in 2025.

    AI Analysis | Feedback

    American Eagle Outfitters (AEO) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives focusing on brand amplification, operational optimization, and targeted expansion.

    Here are 4 expected drivers of future revenue growth:

    1. Continued Expansion and Strength of Aerie and OFFL/NE Brands: Aerie continues to be a primary growth engine for American Eagle Outfitters, consistently demonstrating strong comparable sales growth. The company is focused on building brand awareness and expanding into new categories for Aerie, particularly within activewear through its OFFL/NE by Aerie brand. There are plans to open dozens of new Aerie and OFFL/NE stores annually through 2025-2026, primarily in Tier-1/2 U.S. trade areas and select Canadian markets, with Aerie positioned to reach a $2 billion revenue trajectory in the medium term.
    2. Reinvigoration and Category Expansion of the American Eagle Brand: AEO's strategy includes amplifying the American Eagle brand, with a focus on its market leadership in denim. The company aims to elevate key businesses and expand into "right-to-win adjacencies" within the American Eagle brand. Positive results have been noted in men's apparel, women's tops, and signature AE jeans, with a focus on improving the men's business.
    3. Strategic Store Fleet Optimization and Digital Investments: American Eagle Outfitters is actively optimizing its store footprint to enhance profitability and customer experience. This involves opening approximately 35-40 new Aerie and OFFL/NE stores, remodeling around 60 American Eagle stores, and strategically closing 25-30 lower-productivity American Eagle stores in 2026. Concurrently, AEO is investing in its digital platform to grow its e-commerce business, focusing on foundational improvements to the shopping experience, localized assortments, payments, and faster delivery.
    4. Growth of the Todd Snyder Brand: The Todd Snyder New York menswear brand, part of the American Eagle Outfitters portfolio, is identified as a growth vehicle. The brand has been expanding its retail footprint, averaging approximately five new store openings per year since 2020. Todd Snyder aims to operate 40-50 stores and reach $500 million in annual sales within five years, building on its strong direct-to-consumer business.

    AI Analysis | Feedback

    Share Repurchases

    • On February 1, 2024, American Eagle Outfitters' Board of Directors authorized 30 million shares of common stock for repurchase through February 3, 2029.
    • An additional 50 million shares were authorized for repurchase on March 11, 2025, increasing the total shares available for repurchase to 68.5 million through February 3, 2029.
    • In fiscal year 2025, American Eagle Outfitters repurchased 21 million shares for $256 million.

    Share Issuance

    • American Eagle Outfitters reissued approximately 2,798 shares from treasury stock in Fiscal 2021, 1,643 shares in Fiscal 2022, and 2,539 shares in Fiscal 2023, primarily for share-based payments.

    Capital Expenditures

    • Capital expenditures for fiscal year 2025 totaled $261 million.
    • The company anticipates capital expenditures for fiscal year 2026 to be in the range of $250 million to $260 million.
    • These expected expenditures are focused on technology upgrades, general corporate maintenance, and the opening of 35 new Aerie and OFFLINE stores, alongside approximately 60 store remodels.

    Interactive Breakdown

    American Eagle Outfitters Interactive Breakdown Analysis

    Peer Outperformance in Apparel Retail

    AEO has outperformed 54% of its 24 Apparel Retail peers over 5Y. Apparel Retail ranks 15th of 23 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
    Share of Apparel Retail constituents that AEO has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
    1Y
    41%
    of 27 industry peers · -15.9% return
    3Y
    48%
    of 27 industry peers · 7.2% return
    5Y
    54%
    of 24 industry peers · -33.7% return
    No Apparel Retail peer with a comparable growth profile has beaten AEO by more than 20pp over 5Y.
    Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Apparel Retail is AEO's own industry. Use this to see which corners of the sector have carried the returns.
    Industry Names 1Y med3Y med5Y med Top 3 by 5Y
    Education Services 14 -21.1%83.9%72.4% LINC 306% · PRDO 236% · CVSA 229%
    Homebuilding 18 -14.7%18.5%42.6% GRBK 208% · PHM 163% · TOL 140%
    Specialty Stores 7 11.7%34.7%16.4% SIG 39% · FIVE 32% · ASO 27%
    Automotive Retail 18 -11.4%2.8%10.7% MUSA 268% · PAG 171% · ORLY 118%
    Home Improvement Retail 5 -26.1%-9.5%5.2% HVT 16% · LOW 6% · HD 5%
    Hotels, Resorts & Cruise Lines 22 12.9%43.5%4.0% RCL 225% · MAR 145% · HLT 136%
    Distributors 4 -12.0%-24.5%-8.5% ARMK 165% · GPC 29% · LKQ -46%
    Specialized Consumer Services 10 -16.0%26.2%-11.9% HRB 117% · FTDR 75% · SCI 44%
    Home Furnishings 4 -6.7%18.5%-14.0% SGI 48% · LZB 4% · MHK -32%
    Restaurants 34 -12.2%-17.2%-14.7% EAT 337% · CAKE 157% · BH 134%
    Footwear 9 42.7%43.7%-24.7% WEYS 162% · SHOO 24% · DECK 12%
    Leisure Products 13 -22.4%-19.6%-34.1% GOLF 82% · HAS 15% · BC -19%
    Casinos & Gaming 20 -8.7%-23.6%-36.1% MCRI 117% · RSI 67% · RRR 58%
    Leisure Facilities 11 -4.0%-12.8%-37.1% OSW 132% · JAKK 106% · ESCA 19%
    Apparel Retail ← 25 -9.5%10.4%-38.1% ANF 314% · URBN 147% · ROST 117%
    Automotive Parts & Equipment 38 -10.7%-11.0%-38.4% MOD 1601% · GTX 301% · STRT 92%
    Apparel, Accessories & Luxury Goods 27 -7.6%8.6%-40.3% TPR 236% · RL 236% · ELA 224%
    Household Appliances 18 -1.8%13.7%-43.8% FLXS 174% · KEQU 165% · HBB 124%
    Broadline Retail 15 -12.2%12.4%-54.3% DDS 317% · EBAY 65% · AMZN 49%
    Computer & Electronics Retail 3 -15.2%15.4%-57.5% BBY 3% · GME -58% · UPBD -59%
    Automobile Manufacturers 8 -78.1%-50.5%-71.5% GM 76% · F 48% · TSLA 47%
    Other Specialty Retail 18 -31.0%-49.5%-77.3% TLF 109% · BBW 93% · WINA 79%
    Consumer Electronics 11 -13.5%-8.8%-77.8% AXIL 2979% · GRMN 85% · MSN -58%
    Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

    Latest Trefis Analyses

    TitleDate
    0DASHBOARDS 
    1Why ANF, URBN May Be Better Than American Eagle Outfitters Stock03/06/2026
    2American Eagle (AEO) -8.4%: Oil Spike on Iran Conflict Hits Consumer Stocks03/03/2026
    3AEO Stock (-6.4%): Global Tariff Whiplash Triggers Sector-Wide De-Risking02/24/2026
    4American Eagle Outfitters Earnings Notes12/29/2026
    5American Eagle Outfitters Stock Soars 59% In A Single Month, Now Is Not The Time To Buy The Stock12/04/2025
    6Does American Eagle Outfitters Stock Lead the Pack?12/04/2025
    7With American Eagle Outfitters Stock Surging, Have You Considered The Downside?10/17/2025
    8ARTICLES 
    9The Brand Behind AEO’s Stock Rally Isn’t the One On The Sign08/05/2026
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    Title
    0DASHBOARDS
    1Why ANF, URBN May Be Better Than American Eagle Outfitters Stock
    2American Eagle (AEO) -8.4%: Oil Spike on Iran Conflict Hits Consumer Stocks
    3AEO Stock (-6.4%): Global Tariff Whiplash Triggers Sector-Wide De-Risking
    4American Eagle Outfitters Earnings Notes
    5American Eagle Outfitters Stock Soars 59% In A Single Month, Now Is Not The Time To Buy The Stock
    6Does American Eagle Outfitters Stock Lead the Pack?
    7With American Eagle Outfitters Stock Surging, Have You Considered The Downside?
    8ARTICLES
    9The Brand Behind AEO’s Stock Rally Isn’t the One On The Sign
    10American Eagle Stock Is Betting Big On A Familiar Playbook
    11American Eagle Stock (+9.3%): Sydney Sweeney Campaign Sparks Rally
    12Stronger Bet Than American Eagle Outfitters Stock: URBN, ANF Deliver More
    13American Eagle (AEO) -8.4%: Oil Spike Hits Consumer Stocks Pre-Earnings

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    Peer Comparisons

    Peers to compare with:

    Financials

    AEOANFURBNBKELEVIKTBMedian
    NameAmerican.Abercrom.Urban Ou.Buckle Levi Str.Kontoor . 
    Mkt Price15.02145.2378.5840.7020.1666.6253.66
    Mkt Cap-6.4--7.83.76.4
    Rev LTM-5,341--6,6143,0695,341
    Op Inc LTM-732--731369731
    FCF LTM-566--559417559
    FCF 3Y Avg-486--513362486
    CFO LTM-820--774446774
    CFO 3Y Avg-693--740388693

    Growth & Margins

    AEOANFURBNBKELEVIKTBMedian
    NameAmerican.Abercrom.Urban Ou.Buckle Levi Str.Kontoor . 
    Rev Chg LTM-4.7%--7.3%34.3%7.3%
    Rev Chg 3Y Avg-11.7%--2.8%7.1%7.1%
    Rev Chg Q-4.8%--8.0%18.6%8.0%
    QoQ Delta Rev Chg LTM-1.1%--1.8%3.1%1.8%
    Op Inc Chg LTM--1.5%--7.1%36.2%7.1%
    Op Inc Chg 3Y Avg-69.7%--13.6%7.3%13.6%
    Op Mgn LTM-13.7%--11.1%12.0%12.0%
    Op Mgn 3Y Avg-14.2%--10.1%12.2%12.2%
    QoQ Delta Op Mgn LTM-0.7%--0.1%0.8%0.7%
    CFO/Rev LTM-15.3%--11.7%14.5%14.5%
    CFO/Rev 3Y Avg-13.8%--12.1%14.7%13.8%
    FCF/Rev LTM-10.6%--8.5%13.6%10.6%
    FCF/Rev 3Y Avg-9.7%--8.4%13.7%9.7%

    Valuation

    AEOANFURBNBKELEVIKTBMedian
    NameAmerican.Abercrom.Urban Ou.Buckle Levi Str.Kontoor . 
    Mkt Cap-6.4--7.83.76.4
    P/S-1.2--1.21.21.2
    P/Op Inc-8.7--10.69.99.9
    P/EBIT-8.4--10.310.310.3
    P/E-11.9--12.213.712.2
    P/CFO-7.8--10.18.28.2
    Total Yield-8.4%--11.0%10.5%10.5%
    Dividend Yield-0.0%--2.8%3.2%2.8%
    FCF Yield 3Y Avg-9.7%--6.3%9.1%9.1%
    D/E-0.2--0.30.30.3
    Net D/E-0.1--0.20.30.2

    Returns

    AEOANFURBNBKELEVIKTBMedian
    NameAmerican.Abercrom.Urban Ou.Buckle Levi Str.Kontoor . 
    1M Rtn-7.1%34.3%1.0%-7.7%-10.6%-21.0%-7.4%
    3M Rtn-19.5%60.4%2.1%-9.4%-15.5%-15.1%-12.2%
    6M Rtn-13.3%77.4%23.9%-17.8%14.0%0.2%7.1%
    12M Rtn-15.9%66.0%16.1%-25.6%-5.6%-15.3%-10.4%
    3Y Rtn7.2%183.3%134.7%54.8%59.7%64.5%62.1%
    1M Excs Rtn-6.3%30.6%2.6%-9.0%-9.0%-16.6%-7.7%
    3M Excs Rtn-20.8%56.7%-2.0%-12.6%-19.8%-20.1%-16.2%
    6M Excs Rtn-28.0%58.0%8.5%-33.2%-2.1%-12.9%-7.5%
    12M Excs Rtn-37.1%33.5%-5.8%-43.2%-21.9%-28.4%-25.2%
    3Y Excs Rtn-76.1%92.7%71.7%-19.6%-13.4%-2.9%-8.1%

    Comparison Analyses

    null

    Segment Financials

    Revenue by Segment
    $ Mil20262025202420232022
    American Eagle3,4113,3853,3623,2633,556
    Aerie1,9411,7381,6701,5071,376
    Other22624448946982
    Intersegment Elimination-31-39-259-249-3
    Total5,5475,3295,2624,9905,011


    Operating Income by Segment
    $ Mil20262025202420232022
    American Eagle455607600541796
    Aerie346316276167214
    Intersegment Elimination0000 
    Other-44-54-36-57-16
    Impairment, restructuring and other charges-102-18-153-22-12
    Unallocated corporate expenses-429-424-464-383-391
    Total226427223247591


    Assets by Segment
    $ Mil20042003
    American Eagle816685
    Bluenotes4956
    Total865741


    Price Behavior

    Price Behavior
    Market Price$15.02 
    Market Cap ($ Bil)2.5 
    First Trading Date04/14/1994 
    Distance from 52W High-45.7% 
       50 Days200 Days
    DMA Price$16.91$19.51
    DMA Trendindeterminatedown
    Distance from DMA-11.2%-23.0%
     3M1YR
    Volatility54.2%52.9%
    Downside Capture235.25137.34
    Upside Capture94.2791.56
    Correlation (SPY)26.3%31.5%
    AEO Betas & Captures as of 8/31/2026

     1M2M3M6M1Y3Y
    Beta1.061.350.891.211.421.46
    Up Beta1.03-0.69-0.871.211.871.64
    Down Beta3.923.401.551.301.341.13
    Up Capture33%138%141%55%146%265%
    Bmk +ve Days10213268138427
    Stock +ve Days11223361129375
    Down Capture143%194%114%159%113%110%
    Bmk -ve Days11213259113324
    Stock -ve Days9193065120366

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with AEO
    AEO-19.9%53.5%-0.22-
    Sector ETF (XLY)-2.4%19.5%-0.2540.8%
    Equity (SPY)18.3%12.8%1.0332.0%
    Gold (GLD)19.0%29.2%0.594.3%
    Commodities (DBC)48.3%20.6%1.80-24.6%
    Real Estate (VNQ)7.6%13.6%0.2921.7%
    Bitcoin (BTCUSD)-32.4%43.8%-0.7716.8%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with AEO
    AEO-8.5%54.3%0.03-
    Sector ETF (XLY)5.1%24.1%0.1747.3%
    Equity (SPY)12.5%17.2%0.5544.6%
    Gold (GLD)18.7%18.8%0.811.0%
    Commodities (DBC)11.4%19.5%0.462.3%
    Real Estate (VNQ)0.7%18.9%-0.0733.4%
    Bitcoin (BTCUSD)9.4%52.6%0.3617.1%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with AEO
    AEO0.6%52.2%0.22-
    Sector ETF (XLY)12.0%22.2%0.4947.9%
    Equity (SPY)15.2%17.9%0.7244.3%
    Gold (GLD)12.3%16.3%0.62-4.4%
    Commodities (DBC)8.7%18.1%0.399.6%
    Real Estate (VNQ)4.7%20.7%0.1936.7%
    Bitcoin (BTCUSD)63.2%66.2%1.0311.5%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date8312026
    Short Interest: Shares Quantity18.1 Mil
    Short Interest: % Change Since 81520266.3%
    Average Daily Volume4.5 Mil
    Days-to-Cover Short Interest4.0 days

    Returns Analyses

    Earnings Returns History

    Updated 9/14/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    9/9/2026-14.0%  
    5/28/2026-11.8%-7.0%-4.7%
    3/4/2026-13.9%-19.1%-25.0%
    12/2/202515.1%14.8%28.9%
    9/3/202538.0%41.3%24.4%
    5/29/2025-2.0%-9.3%-14.0%
    3/12/2025-4.1%4.0%-6.7%
    12/4/2024-14.3%-14.1%-16.2%
    ...
    SUMMARY STATS   
    # Positive8910
    # Negative171514
    Median Positive5.3%8.3%9.6%
    Median Negative-6.6%-9.8%-9.8%
    Max Positive38.0%41.3%28.9%
    Max Negative-14.3%-19.1%-25.0%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    9/9/2026-14.0%  
    5/28/2026-11.8%-7.0%-4.7%
    3/4/2026-13.9%-19.1%-25.0%
    12/2/202515.1%14.8%28.9%
    9/3/202538.0%41.3%24.4%
    5/29/2025-2.0%-9.3%-14.0%
    3/12/2025-4.1%4.0%-6.7%
    12/4/2024-14.3%-14.1%-16.2%
    8/29/2024-4.2%-11.3%1.2%
    5/29/2024-7.6%-9.8%-17.0%
    3/7/2024-1.9%-1.0%4.5%
    11/21/20231.0%14.9%26.3%
    9/6/2023-2.5%-13.4%-5.8%
    5/24/2023-11.9%-14.7%-3.3%
    3/1/20231.2%-0.5%-6.8%
    11/22/202218.2%20.8%10.3%
    9/7/2022-8.7%-6.9%-6.9%
    5/26/2022-6.6%-8.8%-12.6%
    3/2/2022-9.3%-14.6%-20.5%
    11/23/2021-2.1%-10.3%-18.7%
    9/2/2021-0.4%0.1%-4.7%
    5/26/20212.3%-5.0%6.9%
    3/4/20213.1%6.7%8.4%
    11/30/2020-0.5%8.3%12.6%
    9/11/20207.5%6.2%8.8%
    SUMMARY STATS   
    # Positive8910
    # Negative171514
    Median Positive5.3%8.3%9.6%
    Median Negative-6.6%-9.8%-9.8%
    Max Positive38.0%41.3%28.9%
    Max Negative-14.3%-19.1%-25.0%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    07/31/202609/10/202610-Q
    04/30/202606/03/202610-Q
    01/31/202603/30/202610-K
    10/31/202512/09/202510-Q
    07/31/202509/09/202510-Q
    04/30/202506/05/202510-Q
    01/31/202503/20/202510-K
    10/31/202412/04/202410-Q
    07/31/202408/29/202410-Q
    04/30/202405/30/202410-Q
    01/31/202403/15/202410-K
    10/31/202311/21/202310-Q
    07/31/202309/06/202310-Q
    04/30/202305/25/202310-Q
    01/31/202303/13/202310-K
    10/31/202211/23/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    07/31/202609/10/202610-Q
    04/30/202606/03/202610-Q
    01/31/202603/30/202610-K
    10/31/202512/09/202510-Q
    07/31/202509/09/202510-Q
    04/30/202506/05/202510-Q
    01/31/202503/20/202510-K
    10/31/202412/04/202410-Q
    07/31/202408/29/202410-Q
    04/30/202405/30/202410-Q
    01/31/202403/15/202410-K
    10/31/202311/21/202310-Q
    07/31/202309/06/202310-Q
    04/30/202305/25/202310-Q
    01/31/202303/13/202310-K
    10/31/202211/23/202210-Q
    07/31/202209/07/202210-Q
    04/30/202205/26/202210-Q
    01/31/202203/14/202210-K
    10/31/202111/23/202110-Q
    07/31/202109/02/202110-Q
    04/30/202106/02/202110-Q
    01/31/202103/11/202110-K
    10/31/202012/03/202010-Q
    07/31/202009/09/202010-Q
    04/30/202006/04/202010-Q
    01/31/202003/12/202010-K
    10/31/201912/11/201910-Q

    Insider Activity

    Updated 8/5/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Sable, David M DirectSell721202617.235,77999,572921,485Form
    2McMillan, Cary D DirectSell709202616.772,892  Form
    3Spiegel, Noel Joseph DirectSell709202616.782,892  Form
    4McMillan, Cary D DirectSell407202617.232,887  Form
    5Spiegel, Noel Joseph DirectSell407202617.322,887  Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Sable, David M DirectSell721202617.235,77999,572921,485Form
    2McMillan, Cary D DirectSell709202616.772,892  Form
    3Spiegel, Noel Joseph DirectSell709202616.782,892  Form
    4McMillan, Cary D DirectSell407202617.232,887  Form
    5Spiegel, Noel Joseph DirectSell407202617.322,887  Form
    6Schottenstein, Jay LExec Chairman & CEOTrustsSell122202626.2321,236556,935167,505,331Form
    7Schottenstein, Jay LExec Chairman & CEOTrustsSell122202625.83527,34313,621,270165,524,607Form
    8Schottenstein, Jay LExec Chairman & CEOTrustsSell122202625.27500,00012,635,000175,261,955Form
    9McMillan, Cary D DirectSell115202626.211,896  Form
    10Keefer, James H JRSVP, Controller & CAODirectSell1211202523.495,742134,869262,013Form
    11Baldwin, MarisaEVP - CHRODirectSell1210202522.4161,3191,374,159523,587Form
    12Mathias, Michael AEVP and CFODirectSell1208202524.05186,5804,486,8761,818,919Form
    13Foyle, Jennifer MGlobal Brand President-aerieDirectSell1208202524.30243,0475,906,0424,659,549Form
    14McMillan, Cary D DirectSell1006202516.952,945  Form
    15Keefer, James H JRSVP, Controller & CAODirectSell922202519.7512,337243,660333,691Form
    16Mathias, Michael AEVP and CFODirectSell917202520.0040,471809,4202,512,740Form
    17Sable, David M DirectSell912202519.225,00096,100934,869Form
    18Spiegel, Noel Joseph Spouse IRASell909202518.1240,000  Form
    19Page, Janice E DirectSell909202518.0426,869484,7171,630,509Form
    20McMillan, Cary D DirectSell909202518.119,002  Form
    21Foyle, Jennifer MGlobal Brand President-aerieDirectSell909202518.1454,950996,7934,010,881Form

    Investor Activity (13F)

    Updated Sep 14, 2026
    13F holdings as of Mar 31, 2026 (Q1 2026)

    Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Kinetic Partners Management, LP$7.5 Mil0.4%49ADD +48.8%13F
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Kinetic Partners Management, LP$7.5 Mil0.4%49ADD +48.8%13F
    Active Manager
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Kinetic Partners Management, LP$7.5 Mil0.4%49ADD +48.8%13F

    American Eagle Outfitters — Investor Video Playlist

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