Core Insights - American Eagle Outfitters Inc. reported third-quarter results that exceeded expectations, with revenue rising 6% to a record $1.4 billion, surpassing Wall Street's forecast of $1.3 billion, and earnings of 53 cents per share also above the expected 44 cents [3][4][11] Financial Performance - The company raised its fiscal fourth-quarter operating income guidance to between $155 million and $160 million, based on projected same-store sales growth of 8% to 9% [4][5] - For the full year, adjusted operating income guidance was increased to a range of $303 million to $308 million, up from an earlier projection of $255 million to $265 million, with comparable sales expected to remain in the low single digits [5][11] Marketing and Customer Acquisition - The marketing campaign featuring actress Sydney Sweeney significantly boosted customer acquisition, adding 700,000 new customers over the summer [7] - American Eagle announced a partnership with Martha Stewart for its holiday campaign, aiming to appeal to a multigenerational audience and position denim as a universal gift [9][10] Sales Trends - Same-store sales at Aerie, the company's intimates brand, rose 11% in the fiscal third quarter [6] - The company experienced strong momentum into the fourth quarter, highlighted by a record-breaking Thanksgiving weekend and growth across brands and channels [12]

Core Insights - American Eagle's stock surged over 24% in pre-market trading due to a successful ad campaign featuring Sydney Sweeney, which significantly boosted sales and customer sign-ups [1][4][22] Marketing Impact - The campaign has generated unprecedented new customer acquisition, with over 150 million social media views, making Sweeney the face of the brand's revival [2][7][9] - The collaboration sold out within a week, with some items disappearing in just a day [7][21] Financial Performance - American Eagle reported second-quarter earnings of 45 cents per share, a 15% increase year-over-year, while operating profit rose 2% to $103 million [18] - Total revenue slightly dipped by 1% to $1.28 billion, but the marketing campaign helped offset weak foot traffic and enhanced brand awareness among Gen Z shoppers [18][19] Strategic Direction - The company plans to continue leveraging celebrity partnerships, with more projects involving Sweeney scheduled for later this year, aiming to maintain strong denim sales into the holiday season [22]