olivLaw · US equity research
American Eagle Outfitters, Inc. AEO
Retail-Family Clothing Stores · SIC 5651 · Vertical: Retail-Family Clothing Stores (SIC 5651)
American Eagle Outfitters is a global specialty apparel retailer operating the American Eagle, Aerie, OFFLINE by Aerie, Todd Snyder and Unsubscribed brands. It matters now because Aerie's growth drove strong second-quarter fiscal 2026 results, against a backdrop where the company relies on its own stores and international licensing partners.
At the close of 04 Nov 2026, American Eagle Outfitters, Inc. (AEO) stock was 21.36 USD (+9.31% on the day), with market capitalisation 3.6 bn USD, P/E 10.9 on diluted EPS of 1.96 USD over the last 12 months, dividend yield 2.93%, beta 1.55, 52-week range 14.53–28.19 USD. Latest reported quarter (Q2 2027): revenue of 1.4 bn USD (+7.5% YoY), net income of 134.1 m USD (+72.7% YoY), diluted EPS 0.79 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 74.5
- overbought (≥ 70)
- Bollinger (20, 2)
- 16.56 – 20.70
- above the upper band · %B 1.16 · band width 22.2%
- SMA 50 / 200
- 17.38 / 18.29
- mixed trend
- MACD (12, 26, 9)
- 0.82 / 0.61
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +17.9% | −1.1% | +19.0 pp | — |
| 3 months | +19.9% | −0.5% | +20.3 pp | — |
| 6 months | +26.3% | +4.4% | +21.9 pp | — |
| Year to date | −19.0% | +12.3% | −31.3 pp | — |
| 1 year | +32.0% | +13.5% | +18.5 pp | −12.3% |
| 3 years | +15.3% | +76.4% | −61.1 pp | +44.3% |
| 5 years | −19.6% | +63.7% | −83.3 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 01 Aug 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.3 bn | 1.6 bn | 1.1 bn | 1.3 bn | 1.4 bn | 1.8 bn | 1.2 bn | 1.4 bn |
| Cost of revenue | 762.5 m | 1.0 bn | 767.2 m | 783.7 m | 810.8 m | 1.2 bn | 739.1 m | 708.3 m |
| Gross profit | 526.6 m | 599.2 m | 322.4 m | 500.0 m | 551.9 m | 651.1 m | 456.2 m | 672.1 m |
| SG&A | 351.4 m | 401.6 m | 338.8 m | 342.2 m | 386.3 m | 418.2 m | 376.5 m | 408.4 m |
| Operating income | 106.1 m | 142.3 m | -85.2 m | 103.1 m | 112.6 m | 95.7 m | 28.2 m | 211.4 m |
| Depreciation & amortisation | 51.6 m | 57.0 m | 53.5 m | 54.7 m | 53.0 m | 54.7 m | 51.5 m | 52.3 m |
| Pre-tax income | 108.2 m | 145.3 m | -85.1 m | 100.5 m | 124.6 m | 108.1 m | 27.6 m | 178.1 m |
| Income tax | 28.2 m | 43.4 m | -19.7 m | 23.7 m | 33.2 m | 26.6 m | 4.7 m | 44.4 m |
| Net income | 80.0 m | 104.3 m | -64.9 m | 77.6 m | 91.3 m | 87.9 m | 23.5 m | 134.1 m |
| Diluted EPS | 0.41 | 0.55 ≈ | -0.36 | 0.45 | 0.53 | 0.50 ≈ | 0.14 | 0.79 |
| Operating cash flow | 52.9 m ≈ | 383.8 m | -54.7 m | 27.8 m ≈ | 67.1 m ≈ | 415.9 m | -65.2 m | 181.5 m ≈ |
| Capex | 60.7 m ≈ | 64.9 m | 61.6 m | 71.0 m ≈ | 69.7 m ≈ | 58.6 m | 61.4 m | 66.2 m ≈ |
| Dividends paid | 24.0 m ≈ | 23.8 m | 21.7 m | 21.2 m ≈ | 21.2 m ≈ | 21.2 m | 20.9 m | 21.0 m ≈ |
| Share repurchases | 0 ≈ | 60.0 m | 31.3 m | 0 ≈ | 0 ≈ | 25.6 m | 53.5 m | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 19 percentile of its own 36-quarter history (min 8.8, median 14.3, max 47.9; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4.0 bn | 4.3 bn | 3.8 bn | 5.0 bn | 5.0 bn | 5.3 bn | 5.3 bn | 5.5 bn |
| Revenue YoY | +6.3% | +6.8% | −12.7% | +33.3% | −0.4% | +5.4% | +1.3% | +4.1% |
| Net income | 261.9 m | 191.3 m | -209.3 m | 419.6 m | 125.1 m | 170.0 m | 329.4 m | 192.0 m |
| Net income YoY | +28.3% | −27.0% | −209.4% | unavailable | −70.2% | +35.9% | +93.7% | −41.7% |
| Diluted EPS | 1.47 | 1.12 | -1.26 | 2.03 | 0.64 | 0.86 | 1.68 | 1.09 |
| Diluted EPS YoY | +30.1% | −23.8% | −212.5% | unavailable | −68.5% | +34.4% | +95.3% | −35.1% |
| net % | 6.5% | 4.4% | -5.6% | 8.4% | 2.5% | 3.2% | 6.2% | 3.5% |
| Free cash flow | 267.6 m | 205.1 m | 74.5 m | 69.8 m | 145.9 m | 406.3 m | 254.3 m | 195.4 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Jan 2026
- Cash
- 238.9 m USD
- Financial debt
- 0 USD
- Net debt
- -238.9 m USD
- Equity
- 1.7 bn USD
- Total assets
- 4.0 bn USD
- Debt / equity
- 0.00x
- Current ratio
- 1.51x
- ROE
- 11.1%
- ROA
- 4.9%
- FCF margin
- 3.5%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 3.8 bn | 5.0 bn | 5.0 bn | 5.3 bn | 5.3 bn | 5.5 bn | SEC (XBRL)· 30 Mar 2026verified |
| Cost of revenue | 2.6 bn | 3.0 bn | 3.2 bn | 3.2 bn | 3.2 bn | 3.5 bn | SEC (XBRL)· 30 Mar 2026verified |
| Gross profit | 1.1 bn | 2.0 bn | 1.7 bn | 2.0 bn | 2.1 bn | 2.0 bn | SEC (XBRL)· 30 Mar 2026verified |
| SG&A | 977.3 m | 1.2 bn | 1.3 bn | 1.4 bn | 1.4 bn | 1.5 bn | SEC (XBRL)· 30 Mar 2026verified |
| Operating income | -271.3 m | 591.1 m | 247.0 m | 222.7 m | 427.3 m | 226.2 m | SEC (XBRL)· 30 Mar 2026verified |
| Depreciation & amortisation | 165.6 m | 171.2 m | 212.5 m | 235.2 m | 220.5 m | 222.2 m | SEC (XBRL)· 30 Mar 2026verified |
| EBITDA | -105.8 m ≈ | 762.2 m ≈ | 459.5 m ≈ | 457.9 m ≈ | 647.8 m ≈ | 448.4 m ≈ | SEC (XBRL)· 30 Mar 2026derived |
| Pre-tax income | -292.3 m | 558.9 m | 178.5 m | 238.9 m | 439.8 m | 249.4 m | SEC (XBRL)· 30 Mar 2026verified |
| Income tax | -83.0 m | 139.3 m | 53.4 m | 69.8 m | 112.9 m | 63.9 m | SEC (XBRL)· 30 Mar 2026verified |
| Net income | -209.3 m | 419.6 m | 125.1 m | 170.0 m | 329.4 m | 192.0 m | SEC (XBRL)· 30 Mar 2026verified |
| Diluted EPS | -1.26 | 2.03 | 0.64 | 0.86 | 1.68 | 1.09 | SEC (XBRL)· 30 Mar 2026verified |
| Weighted average diluted shares | 166.5 m | 206.5 m | 205.2 m | 196.9 m | 196.4 m | 176.1 m | SEC (XBRL)· 30 Mar 2026verified |
| Dividend per share | 0.14 | 0.68 | 0.36 | 0.43 | 0.50 | 0.50 | SEC (XBRL)· 30 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 850.5 m | 434.8 m | 170.2 m | 354.1 m | 309.0 m | 238.9 m | SEC (XBRL)· 30 Mar 2026verified |
| Receivables | 146.1 m | 286.7 m | 242.4 m | 247.9 m | 262.4 m | 258.6 m | SEC (XBRL)· 30 Mar 2026verified |
| Inventories | 405.4 m | 553.5 m | 585.1 m | 640.7 m | 636.7 m | 702.0 m | SEC (XBRL)· 30 Mar 2026verified |
| Current assets | 1.5 bn | 1.4 bn | 1.1 bn | 1.4 bn | 1.4 bn | 1.3 bn | SEC (XBRL)· 30 Mar 2026verified |
| Property, plant & equipment, net | 623.8 m | 728.3 m | 781.5 m | 713.3 m | 751.3 m | 785.6 m | SEC (XBRL)· 30 Mar 2026verified |
| Goodwill | 13.3 m | 271.4 m | 264.9 m | 225.3 m | 225.1 m | 225.3 m | SEC (XBRL)· 30 Mar 2026verified |
| Intangibles (excl. goodwill) | 57.1 m | 102.7 m | 94.5 m | 46.1 m | 42.4 m | 37.5 m | SEC (XBRL)· 30 Mar 2026verified |
| Total assets | 3.4 bn | 3.8 bn | 3.4 bn | 3.6 bn | 3.8 bn | 4.0 bn | SEC (XBRL)· 30 Mar 2026verified |
| Accounts payable | 255.9 m | 231.8 m | 234.3 m | 268.3 m | 280.7 m | 251.8 m | SEC (XBRL)· 30 Mar 2026verified |
| Long-term debt | 325.3 m | 341.0 m | 8.9 m | 0 | 0 | 0 | SEC (XBRL)· 10 Sept 2026verified |
| Current liabilities | 858.5 m | 842.9 m | 768.9 m | 891.2 m | 882.7 m | 867.6 m | SEC (XBRL)· 30 Mar 2026verified |
| Equity | 1.1 bn † | 1.4 bn † | 1.6 bn | 1.7 bn | 1.8 bn | 1.7 bn | SEC (XBRL)· 30 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 202.5 m | 303.7 m | 406.3 m | 580.7 m | 476.8 m | 456.2 m | SEC (XBRL)· 30 Mar 2026verified |
| Capex | 128.0 m | 233.8 m | 260.4 m | 174.4 m | 222.5 m | 260.8 m | SEC (XBRL)· 30 Mar 2026verified |
| Free cash flow | 74.5 m ≈ | 69.8 m ≈ | 145.9 m ≈ | 406.3 m ≈ | 254.3 m ≈ | 195.4 m ≈ | SEC (XBRL)· 30 Mar 2026derived |
| Investing cash flow | -73.9 m | -594.6 m | -261.4 m | -287.4 m | -217.5 m | -202.7 m | SEC (XBRL)· 30 Mar 2026verified |
| Financing cash flow | 359.9 m | -125.2 m | -407.9 m | -109.5 m | -301.9 m | -326.9 m | SEC (XBRL)· 30 Mar 2026verified |
| Dividends paid | 22.9 m | 113.9 m | 64.8 m | 83.8 m | 96.5 m | 85.3 m | SEC (XBRL)· 30 Mar 2026verified |
| Share repurchases | 20.0 m | — | 9.8 m | 10.7 m | 190.9 m | 56.9 m | SEC (XBRL)· 30 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 80 / 100
A scoring methodology on indicators and valuation, not investment advice.
score >= 65 · margin_of_safety >= 0.15 · agreement in ['high', 'medium']
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 3.6 bn USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet90
- Valuation86
- Quality79
- Growth65
- Returns79
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 6.57 – 55.30 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDA24.37 – 55.30 (Mid 34.33)3 companies used · median multiple 8.6x · quartiles 6.1x – 13.9xGAP, LE, ROST
- Peers: P/E17.75 – 40.52 (Mid 27.99)7 companies used · median multiple 14.3x · quartiles 9.1x – 20.7xANF, BKE, GAP, LE, ROST, TJX, URBN
- Dividend discount (DDM)6.57 – 8.84 (Mid 7.54)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Attractive profile · Score 80/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 20.5% | 100 (on a fixed band) | 11% |
| Net margin · Quality | 5.9% | 22 (vs peers) | 7% |
| FCF conversion · Quality | 102.0% | 100 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | 3.6% | 30 (on a fixed band) | 9% |
| EPS CAGR 3Y · Growth | 19.4% | 100 (on a fixed band) | 9% |
| Net debt / EBITDA · Balance sheet | -0.1x | 100 (on a fixed band) | 11% |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.6x | 66 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 10.9x | 71 (vs peers) | 11% |
| EV/EBITDA · Valuation | 5.3x | 88 (on a fixed band) | 11% |
| FCF yield · Valuation | 9.6% | 100 (on a fixed band) | 9% |
| Shareholder yield (distributions) · Returns | 4.6% | 65 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | 24.5% | 100 (on a fixed band) | 4% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet90/100 · 2/3 factors with a value
- Growth65/100 · 2/2 factors with a value
- Quality79/100 · 3/3 factors with a value
- Returns79/100 · 2/2 factors with a value
- Valuation86/100 · 3/3 factors with a value
Memo
American Eagle Outfitters, Inc. (AEO). Latest full fiscal year: 2026; data up to 2026-08-01.
Figures computed from the financial statements: revenue 5.5 bn USD in 2026; YoY growth 4.1%; net margin 5.9%; ROE 20.4%; net debt/EBITDA -0.1x.
The estimated value range is 17.75–40.52 USD per share (median of 3 methods, agreement: medium); assumptions are illustrative. Against the central value of 27.99 USD, the price of 21.36 USD leaves a potential of 31.0% (value / price − 1) and a margin of safety of 23.7% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 80/100, methodological classification: attractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- ROIC: 20.5%
- FCF conversion: 102.0%
- EPS CAGR 3Y: 19.4%
- Net debt / EBITDA: -0.1x
- P/E (TTM): 10.9x
- EV/EBITDA: 5.3x
- FCF yield: 9.6%
- Payout ratio (FCF): 24.5%
What contradicts it
- Net margin: 5.9%
- Revenue CAGR 3Y: 3.6%
Not assessed (insufficient data or a ratio without meaning): Interest coverage.
Versus the vertical median
Retail-Family Clothing Stores (SIC 5651) · same industry (4-digit SIC) · compared with 9 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| TJXThe TJX Companies, Inc. | 159.2 bn | 26.8 | 62.2% | 9.7% | +7.1% | −5% / +64% |
| ROSTRoss Stores, Inc. | 78.5 bn | 29.7 | 42.6% | 10.8% | +7.7% | +39% / +88% |
| GAPGap, Inc | 8.3 bn | 7.1 | 33.8% | 8.1% | +1.9% | −12% / +18% |
| URBNUrban Outfitters, Inc. | 7.9 bn | 14.3 | 20.9% | 8.8% | +11.1% | +24% / +157% |
| ANFAbercrombie & Fitch Co. | 7.3 bn | 14.7 | 40.5% | 10.0% | +6.4% | +75% / +125% |
| AEOAmerican Eagle Outfitters, Inc. | 3.6 bn | 10.9 | 20.4% | 5.9% | +4.1% | +32% / +15% |
| BKEBuckle, Inc | 2.5 bn | 11.0 | 45.8% | 16.6% | +6.6% | −15% / +24% |
| LELands’ End, Inc. | 301.1 m | 0.9 | 97.9% | 30.5% | +0.7% | −35% / +44% |
| DXLGDestination Xl Group, Inc. | 27.1 m | — | -30.6% | -8.8% | −6.9% | −50% / −87% |
| PLCEThe Children’s Place, Inc. | 5.4 m | — | — | -11.8% | −12.8% | −97% / −99% |
1- and 3-year price returns: for AEO from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 12.86 Total return -37% · Per year -37% | 22.74 Total return 10% · Per year 10% | 34.27 Total return 64% · Per year 64% |
| 3 years | 12.25 Total return -36% · Per year -14% | 24.40 Total return 24% · Per year 7% | 40.41 Total return 101% · Per year 26% |
| 5 years | 11.67 Total return -34% · Per year -8% | 26.19 Total return 39% · Per year 7% | 47.65 Total return 145% · Per year 20% |
- Exit P/E± 6.10
- Net margin± 4.27
- Annual revenue growth± 3.54
- Annual dilution± 0.36
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
American Eagle Outfitters is a global specialty apparel retailer operating the American Eagle, Aerie, OFFLINE by Aerie, Todd Snyder and Unsubscribed brands. It matters now because Aerie's growth drove strong second-quarter fiscal 2026 results, against a backdrop where the company relies on its own stores and international licensing partners.
SWOT
Strengths
Weaknesses
- The American Eagle brand remains weak, with comparable sales declining in the second quarter of fiscal 2026 3.
- Gross margins were pressured by promotions and tariffs in fiscal 2025, showing sensitivity of profitability 1.
- Dependence on foreign manufacturing and a single international buying agent leaves the company exposed to supply shocks 1.
Opportunities
Risks
- Discretionary consumer spendinghigh
Weaker consumer confidence or a recession could reduce sales and margins.
- Tariff policyhigh
Shifting tariffs and legal uncertainty could raise import costs.
- Reliance on foreign suppliersmedium
Concentrated overseas production could delay deliveries if logistics or geopolitics are disrupted.
- Digital competitionmedium
Customer expectations on delivery and returns could pressure prices and costs.
- Inventory and seasonalitymedium
Higher inventory and strong seasonality could force markdowns if demand weakens.
Investment thesis
What would need to be true (bull case)
- Strong growth at Aerie could continue and offset the stagnation at American Eagle.
- If margins stabilize after tariff effects, profitability could recover to better levels.
- The omni-channel network and loyalty program could support closer customer relationships.
What would break the thesis
- American Eagle performance remains weak, and dependence on one large brand could limit growth.
- Tariff refund benefits are temporary and could mask weak underlying operating performance.
- Intense digital competition and uncertain discretionary demand could erode margins over the long term.
What to watch
- Comparable sales trajectory at American Eagle and pace of recoveryQ3 2026
- Delivery against fiscal 2026 operating income guidance of $540 to $550 million2026
- Pace of international license expansion2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The company operates mainly through the American Eagle brand, which had 805 stores as of January 31, 2026 1, and the Aerie brand, offering intimates, activewear and swim. Sales come through company-owned stores, online channels and concessions, with Todd Snyder and Unsubscribed completing the portfolio. The company reports nearly 1,500 stores operated or licensed worldwide 1.
Substantially all merchandise is made by foreign suppliers, mainly in Asia, and imports are subject to complex trade and tariff rules 1. The company also relies on the Real Rewards digital loyalty program and integrated omni-channel capabilities.
Segments
Market context
The digital channel is growing quickly and increases competitive pressure on pricing and delivery, while mall traffic declines 1. The company responds with investment in digital marketing and expansion through licensing.
Trends
- Tariffs and refundsmixed
The US Supreme Court held IEEPA tariffs unlawful, and the company received refunds of $196 million including interest in the second quarter of fiscal 2026 23. The refunds lifted results considerably, but their one-time nature may limit comparability.
- Aerie momentumtailwind
Strong growth at Aerie and OFFLINE, with comparable sales up sharply in the second quarter of fiscal 2026 3, could support revenue if the trend holds.
- Consumer and inflation pressureheadwind
Discretionary spending was hit by inflation and economic uncertainty, which pushed margins down in fiscal 2024 and 2025 12.
- Digital shift and online competitionmixed
Digital sales grew, but they bring price pressure, higher delivery expectations and ongoing technology investment 1.
Competitive position
The company competes with specialty apparel chains, department stores, discount stores, fast-fashion retailers and online businesses. Price pressure has increased as fast-fashion and off-price retailers reshaped customer expectations for known brands 1.
Competition is most intense online, where rivals have advanced digital experiences and efficient delivery systems 1. Brand differentiation and product design remain essential to keeping market share.
- Department stores
Apparel departments compete for the same consumer spending.
- Fast-fashion and off-price retailers
Have shifted customer price expectations for well-known brands and added promotional pressure.
- Online businesses
Compete on digital experience, delivery speed and return policies, central to the company's online channel.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- American Eagle (AEO) Holds its Forecast Steady, But Investors Sell AnywayYahoo Finance — News · 20 Sept 2026 · EN
- What American Eagle’s (AEO) Q2 Numbers Say Beyond the Tariff Refund BoostYahoo Finance — News · 15 Sept 2026 · EN
- American Eagle Goes on Sale: Is It Time to Buy?Yahoo Finance — News · 12 Sept 2026 · EN
- Stocks making the biggest moves midday: Oracle, AeroVironment, American Eagle, Micron, Macy's & moreCNBC — Top News · 10 Sept 2026 · EN
- American Eagle (AEO) Q2 2026 Earnings Call TranscriptYahoo Finance — News · 10 Sept 2026 · EN
- Macy's and American Eagle Drop, JetBlue Dips | Stock MoversBloomberg Markets · 10 Sept 2026 · EN
- US Stock Futures Today: American Eagle, Cooper, Meta, RackspaceBloomberg Markets · 10 Sept 2026 · EN
- Stocks making the biggest moves after hours: AeroVironment, American Eagle, Cooper Companies & moreCNBC — Top News · 09 Sept 2026 · EN
SEC filings
- Quarterly report10 Sept 2026
- Current report09 Sept 2026Results of operations · Financial statements and exhibits
- Current report01 Jul 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Current report29 Jun 2026Departure or appointment of officers · Shareholder vote · Financial statements and exhibits
- Current report10 Jun 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Quarterly report03 Jun 2026
- Current report28 May 2026Results of operations · Financial statements and exhibits
- Proxy statement15 May 2026
- Annual report30 Mar 2026
- Current report04 Mar 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-01-31 · SEC / American Eagle Outfitters, Inc. · 30 Mar 2026
- [2] Form 10-Q, quarter ended 2026-08-01 · SEC / American Eagle Outfitters, Inc. · 10 Sept 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / American Eagle Outfitters, Inc. · 09 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.