Financial Performance - Fourth quarter comparable sales growth of 3% and operating income of $142 million[1] - Fiscal year 2024 total net revenue of $5.3 billion, a 1% increase, with comparable sales growth of 4%[9] - Aerie comparable sales increased by 6%, while American Eagle comparable sales grew by 1% in fiscal year 2024[9] - Gross profit for fiscal year 2024 was $2.1 billion, with a gross margin of 39.2%[9] - Total net revenue for the fourth quarter ended February 1, 2025, was $1,604,633, a decrease of 4.4% from $1,678,910 in the same quarter of the previous year[27] - Operating income for the fiscal year ended February 1, 2025, was $427,303, representing 8.0% of total revenue, up from 4.2% ($222,717) in the previous fiscal year[29] - Net income for the fiscal year ended February 1, 2025, was $329,380, or 6.2% of total revenue, compared to $170,038, or 3.2% in the prior year[29] - Total net revenue for the fiscal year ended February 1, 2025, was $5,328,652, a slight increase from $5,261,770 in the previous year[29] Shareholder Returns - The company returned over $190 million to shareholders through share repurchases in 2024, with an additional 50 million shares authorized for repurchase[1][12] Expenses and Profitability - Selling, general and administrative expenses for fiscal year 2024 were approximately $1.4 billion, roughly in line with the previous year[9] - GAAP diluted earnings per share for fiscal year 2024 was $1.68, with adjusted diluted earnings per share at $1.74[9] - The company reported a diluted earnings per share of $1.68 for the fiscal year ended February 1, 2025, compared to $0.86 in the previous year[29] Inventory and Capital Expenditures - Total ending inventory decreased by 1% to $637 million, indicating a healthy inventory position for the Spring season[10] - Capital expenditures for fiscal year 2024 totaled $223 million, with expectations of approximately $300 million for 2025[14] Store Operations - The company opened 22 new AE Brand stores and 22 Aerie stores during the fiscal year, while closing 45 AE Brand stores and 13 Aerie stores[33] - Total consolidated stores remained stable at 1,172 at the end of the fiscal year, with 371 international license locations[33] Future Outlook - The first quarter of 2025 is expected to see a mid-single digit decline in revenue, while fiscal year 2025 anticipates a low-single digit decline[16] Taxation - The effective tax rate for the fiscal year ended February 1, 2025, was 25.5%[36] Gross Profit Margin - Gross profit margin improved to 37.3% in Q4 2025 from 36.6% in Q4 2024, with gross profit amounting to $599,175 compared to $614,586[27] Aerie Segment Performance - Aerie segment revenue for Q4 2025 was $539,673, showing a slight increase from $537,462 in Q4 2024[31]

American Eagle warned investors on Wednesday that consumers are pulling back on spending and it's seen a "slower start" to the year than it expected. "Entering 2025, the first quarter is off to a slower start than expected, reflecting less robust demand and colder weather," CEO Jay Schottenstein said in a news release. "While we anticipate improvement as the Spring season gets underway, we are also taking proactive steps to strengthen the top-line, manage inventory and reduce expenses. As we navigate throug ...

Financial Performance - American Eagle Outfitters is expected to report fourth-quarter earnings of 51 cents per share, a decrease from 61 cents per share in the same period last year [1] - The company projects quarterly revenue of $1.6 billion, down from $1.68 billion a year earlier [1] Dividend Information - American Eagle offers an annual dividend yield of 4.35%, translating to a quarterly dividend of 13 cents per share, or $0.50 annually [2] - To achieve a monthly income of $500 from dividends, an investor would need to own approximately 12,000 shares, equating to a total investment of about $137,880 [3] - For a more conservative monthly income goal of $100, an investor would need 2,400 shares, requiring an investment of approximately $27,576 [4] Stock Price and Dividend Yield - The dividend yield can fluctuate based on changes in the stock price and dividend payments [4][5] - For instance, if a stock's price increases, the dividend yield decreases, and vice versa [5] - American Eagle's shares fell by 5% to close at $11.49 on Tuesday [6]

American Eagle Outfitters, Inc. (AEO) is scheduled to report fourth-quarter fiscal 2024 results on March 12, after the opening bell.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The Zacks Consensus Estimate for AEO’s fiscal fourth-quarter revenues is pegged at $1.61 billion, suggesting a 4.3% decline from the year-ago quarter's reported figure. For fiscal fourth-quarter earnings, the consensus mark is pegged at 50 cents per share, implying an 18% decline from the 61 cents reported ...

American Eagle Outfitters (AEO) ended the recent trading session at $12.12, demonstrating a +1.08% swing from the preceding day's closing price. The stock's performance was behind the S&P 500's daily gain of 1.12%. Elsewhere, the Dow gained 1.14%, while the tech-heavy Nasdaq added 1.46%.Heading into today, shares of the teen clothing retailer had lost 24.02% over the past month, lagging the Retail-Wholesale sector's loss of 6.55% and the S&P 500's loss of 4.13% in that time.Analysts and investors alike will ...

Company Performance - American Eagle Outfitters (AEO) closed at $13.90, showing a +0.94% change from the previous day's closing price, outperforming the S&P 500 which fell by 0.5% [1] - Over the past month, AEO shares have decreased by 20.36%, underperforming the Retail-Wholesale sector's gain of 1.04% and the S&P 500's loss of 0.47% [2] Earnings Forecast - AEO is expected to release its earnings on March 12, 2025, with projected earnings per share (EPS) of $0.50, reflecting an 18.03% decrease from the same quarter last year [3] - The consensus estimate for revenue is $1.61 billion, indicating a 3.95% decrease compared to the same quarter of the previous year [3] Analyst Estimates - Recent changes to analyst estimates for AEO are crucial as they reflect the evolving business trends, with positive revisions indicating analyst optimism about the company's profitability [4] - The Zacks Rank system, which assesses these estimate changes, currently ranks AEO at 3 (Hold) [6] Valuation Metrics - AEO is trading at a Forward P/E ratio of 7.64, significantly lower than the industry average of 14.77, suggesting it is trading at a discount [7] - The company has a PEG ratio of 0.82, compared to the industry average of 1.09, indicating a favorable valuation relative to expected earnings growth [8] Industry Context - The Retail - Apparel and Shoes industry, to which AEO belongs, has a Zacks Industry Rank of 74, placing it in the top 30% of over 250 industries [8] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

To be perfectly honest with you, one company that does perplex me is American Eagle Outfitters (NYSE: AEO ). Recent financial performance achieved by the company has been generally positive, though admittedly, there have been some weak spots. Most importantly, cash flowsCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 5 ...

Core Insights - The skinny jean, once criticized, is showing signs of a potential comeback in fashion, with increased visibility on runways and social media [1][2] - Google Trends indicate a significant rise in interest for skinny jeans, particularly after influencer Alix Earle's collaboration with Frame [3] - Retailers like Reformation and American Eagle are experiencing increased customer searches for skinny jeans, suggesting a shift in consumer interest [4] Retail and Market Trends - Retail analysts note that the resurgence of skinny jeans is linked to styling trends, such as pairing them with high boots, which is gaining traction [5] - Major fashion designers are reinterpreting skinny styles with new materials and patterns, moving away from the traditional solid colors [6] - Levi Strauss CEO anticipates a broader return of skinny jeans in the future, indicating a shift in consumer preferences [6] Consumer Behavior - The fashion industry is witnessing a lack of consensus among consumers regarding denim styles, with many still favoring skinny jeans alongside baggy fits [8] - The potential restocking of skinny jeans could positively impact the apparel and footwear sectors, as it often leads to increased demand for complementary clothing items [7] - The fast-paced nature of fashion trends in the social media era allows for quick resurrections of styles, indicating that skinny jeans may coexist with other denim styles [8]

Company Performance - American Eagle Outfitters (AEO) closed at $15.82, reflecting a +0.25% change from the previous trading day's closing, which lagged behind the S&P 500's gain of 0.39% [1] - Over the past month, AEO shares experienced a loss of 5.62%, underperforming the Retail-Wholesale sector's gain of 8.29% and the S&P 500's gain of 1.7% [1] Upcoming Earnings - The upcoming earnings disclosure is anticipated to report an EPS of $0.50, representing an 18.03% decline compared to the same quarter of the previous year [2] - The Zacks Consensus Estimate for revenue projects net sales of $1.61 billion, down 3.95% from the year-ago period [2] Analyst Estimates - Recent changes to analyst estimates for AEO indicate short-term business trends, with positive revisions seen as a favorable sign for the company's outlook [3] - The Zacks Rank system, which incorporates these estimate changes, provides a rating system for stocks [4] Zacks Rank and Valuation - AEO currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate moving 0.62% lower over the past month [5] - The company is trading at a Forward P/E ratio of 8.74, which is below the industry average of 15.87, indicating a discount [6] - AEO has a PEG ratio of 0.94, compared to the industry average of 1.26, suggesting favorable valuation relative to expected earnings growth [7] Industry Context - The Retail - Apparel and Shoes industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 70, placing it in the top 28% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

American Eagle Outfitters, Inc. (AEO) has encountered a notable resistance level, prompting caution among investors from a technical standpoint. AEO has been trading below both the 200-day and 50-day simple moving averages (SMAs) for quite some time now, suggesting a bearish trend.AEO Trades Below 200 & 50-Day SMA Image Source: Zacks Investment ResearchCurrently, at $15.78, AEO remains below its 200-day and 50-day SMAs of $19.85 and $17.04, respectively, indicating a possible sustained downward trend.AEO st ...