Key Takeaways American Eagle's gross margin for Q2 is forecast to fall due to markdowns and deleveraged costs.Consensus estimates for Q2 project revenues of $1.2B, down 4.5%, and EPS of $0.20, down 48.7% y/y.Macro headwinds, merchandising missteps and tariffs weigh on AEO's sales and profitability outlook.American Eagle Outfitters, Inc. (AEO) is scheduled to report second-quarter fiscal 2025 results on Sept. 3, after the opening bell.The Zacks Consensus Estimate for AEO’s fiscal second-quarter revenues is p ...

与流行文化巨星泰勒·斯威夫特（Taylor Swift）订婚后，橄榄球运动员特拉维斯·凯尔西（Travis Kelce）好事不断。 全球都在期待这对超级夫妇的首次合体亮相。 1989年10月出生的凯尔西喜欢标签、印花、大胆的颜色，他常常将比赛日变成T台时刻，大秀个人品味。现在，这位时尚达人开始打造自己的商业帝国。 2019年，他创立个人生活方式品牌Tru Kolors，以90年代复古运动装备为灵感，推出一系列运动休闲产品。2022年，Tru Kolors与凯尔西所在球队（堪萨斯城 酋长队）合作，成为首个由NFL球员与NFL球队官方合作推出商品的品牌。 "霉霉"与凯尔西的恋情始于2023年9月，也是从那时起，这位橄榄球明星开始显现吸金能力。2023年10月，凯尔西与队友帕特里克·马霍姆斯一起投资了F1 Alpine车队。 当地时间8月27日，美国服饰品牌American Eagle宣布与凯尔西的个人品牌Tru Kolors推出限量联名系列。据悉，这个名为AE x Tru Kolors by Travis Kelce的系 列筹备期一年多，融合了时尚、运动和文化元素。 作为创意总监，凯尔西全程参与了创作过程，从设计 ...

BALTIMORE, MARYLAND - JANUARY 28: Travis Kelce #87 of the Kansas City Chiefs (L) celebrates with Taylor Swift after defeating the Baltimore Ravens in the AFC Championship Game at M&T Bank Stadium on January 28, 2024 in Baltimore, Maryland. (Photo by Patrick Smith/Getty Images)Getty Images In fashion as in football, timing is everything and American Eagle Outfitters has just made a play timed perfectly to put more points on the scoreboard for the brand. Just a day after Travis Kelce’s internet-breaking propo ...

In its upcoming report, American Eagle Outfitters (AEO) is predicted by Wall Street analysts to post quarterly earnings of $0.20 per share, reflecting a decline of 48.7% compared to the same period last year. Revenues are forecasted to be $1.23 billion, representing a year-over-year decrease of 4.5%.Over the last 30 days, there has been an upward revision of 1.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of t ...

服装零售商American Eagle Outfitters (AEO.US)涨超5.4%，报12.84美元。消息面上，American Eagle Outfitters将与美国国家橄榄球联盟球员Travis Kelce的服装品牌Tru Kolors合作，以吸引年轻顾客。该活 动将于8月27日和9月24日分两次推出，这也是该公司在过去几周内第二次与名人合作。(格隆汇) ...

And Mark, you bring up denim and I want to talk a little bit about what we're seeing in the apparel space when it comes to what's going on, of course, with American Eagle, their denim ad with Sydney Sweeney. You saw seemingly a response from Gap over the weekend with their own denim ad. I wonder as the CEO of Catalyst Brands, how you approach advertising in this day and age.>> Last week, you also saw us introduce our Addison Ray in our Lucky Brand stores, you know, denim focused. and Addison. Um, we actuall ...

美国银行全球研究将服装零售商American Eagle Outfitters的评级从"中性"下调至"跑输大市"，将目标价 下调1美元至10美元。(格隆汇) ...

There's capturing attention and then there's keeping it. Whether American Eagle Outfitters, which not long ago managed the former, can do the latter, is the question facing investors today. https://t.co/KiIWfSUYto ...

Core Viewpoint - American Eagle Outfitters Inc. faces challenges due to slowing sales momentum, tariff impacts, and limited earnings visibility, leading to a downgrade by Bank of America Securities [1][4]. Financial Performance - The company is set to report its second quarter fiscal 2025 on September 3, with analysts estimating earnings of approximately 21 cents per share and sales of $1.24 billion [2]. - Analyst Christopher Nardone has reduced fiscal 2025 and 2026 EPS estimates by 8% and 30% to 65 cents and 95 cents, respectively, due to higher tariffs and declining Aerie sales [3]. Valuation and Market Position - The stock is currently trading at 5x EV/EBITDA (F26E) and 13.5x P/E, with BofA indicating downside risks to these estimates given a deteriorating fundamental backdrop [3]. - The price forecast has been cut from $11 to $10, reflecting lower estimates based on a 4x F26E EV/EBITDA, which remains a discount to peers [4]. Tariff and Margin Impact - American Eagle and Aerie are experiencing tariff headwinds with limited pricing power, with BofA estimating a potential gross margin squeeze of about 20 basis points in fiscal 2025 and up to 70 basis points in fiscal 2026 due to a 20% rest-of-world tariff [5]. - Despite significant cost cuts in recent years, further improvements may be constrained as marketing expenditures lag behind competitors [5]. Sales Growth and Brand Recovery - Sales growth is expected to be capped at 3-5%, making a return to historical EPS of $1.40 challenging [6]. - The recovery of the brand remains uncertain, with sales rebounds from first-quarter assortment issues anticipated to take time, and traction for non-denim products unproven [6]. Aerie's Market Challenges - Aerie is facing secular weaknesses in intimates and swim categories, increasing reliance on offline growth, and reduced promotions may negatively impact traffic [7]. - Store expansion plans may be scaled back if retail conditions remain soft [7]. Advertising and Market Sentiment - The recent advertising campaign featuring actress Sydney Sweeney may provide a short-term boost to sales momentum, but the potential for sustained business impact is limited [8]. - Denim is expected to be a strong category for the back-to-school season, which could influence sales positively [8].

Core Viewpoint - American Eagle Outfitters Inc (NYSE:AEO) has been downgraded by BofA Global Research to "underperform" from "neutral," with a price target cut from $11 to $10, citing tariff pressures and weakening sales momentum despite some short-term boosts from back-to-school shopping and a marketing campaign featuring Sydney Sweeney [1] Group 1: Analyst Ratings and Market Sentiment - Analysts are predominantly bearish on AEO, with only one out of 13 brokerages rating it as a "strong buy," while 10 have a "hold" rating and two a "strong sell" [2] - The 12-month consensus price target is $11.88, indicating a 4.4% discount to current trading levels [2] - Options market activity shows a bearish sentiment, with 38,000 puts exchanged, significantly higher than the average put volume, compared to only 3,605 calls [2] Group 2: Stock Performance and Short Interest - AEO's stock price is currently at $12.42, down 3.4%, and has decreased by 25.3% since the beginning of the year [1][3] - The $12 level has acted as a support level, limiting further losses [3] - Short interest has increased by 57.9% over the last two weeks, now representing 17.6% of the stock's available float, indicating potential for a short squeeze [3]