American Eagle Outfitters Raises Q4 Operating Income Guidance

Core Insights - American Eagle Outfitters, Inc. (AEO) reported a high single-digit increase in comparable sales for the fourth quarter-to-date through January 3, 2026 [1] - The company raised its fourth quarter operating income guidance to between $167 million and $170 million, up from the previous estimate of $155 million to $160 million, reflecting an anticipated consolidated comparable sales increase of 8% to 9% [1] - CEO Jay Schottenstein highlighted record December sales driven by strong brand performance, particularly at Aerie and Offline, with continued growth at American Eagle [2] Financial Performance - Fourth quarter operating income guidance increased to $167 million to $170 million from $155 million to $160 million [1] - Anticipated consolidated comparable sales growth is projected at 8% to 9% [1] Market Reaction - In pre-market trading on NYSE, American Eagle Outfitters shares experienced a decline of 8.99%, trading at $24.40 [3]