2Wk·

Tja

$AEO (-4.78%)

Shrimpman

@Shrimpman

1Mon·

American Eagle Outfiters 2008 comparison and Trump

Macro situation

$AEO (-4.78%) had a similar pattern in 2008 as it is again today and since in 2008 the macroeconomic numbers were also revised downwards later, as soon as the numbers get even worse, the Fed will lower interest rates (which in combination with tariffs will lead to inflation) but encourage buying on credit, which could lead to "Revenge Spending" (spending extra money on credit to distract itself from its own bad financial situation).

"Empty Stores"

It generally looks as if all stores are "empty", but I think that the target group mostly buys online.

Marketing and social media - indicators I look at

As soon as clothing of the brand becomes a point of conflict outside (i.e. a confrontation between 2 people because of the clothing, which is then published on social media. Shows me that the clothing has become so politicized that the price becomes "irrelevant".
Google searches (number)

$AEO (-4.78%) Could also be used by Trump as a propaganda tool

Could be excluded from tariffs
further mentions

6

6 Comments

Tigawutz@Tigawutz

2Wk

are you back in? your rebuy course has not seen $AEO again.

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View all 4 further answers

Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

American Eagle Outfitters Q2’25 Earnings Highlights

$AEO (-4.78%)

🔹 Revenue: $1.283B (Est. $1.237B) 🟢; -1% YoY

🔹 EPS: $0.45 (Est. $0.20) 🟢; +15% YoY

Q3 Outlook:

🔹 Operating Income: $95M–$100M

🔹 Comparable Sales: Up low-single digit

Q4'25 Outlook:

🔹 Operating Income: $125M–$130M

🔹 Comparable Sales: Up low-single digit

FY25 Outlook:

🔹 Operating Income: $255M–$265M (Adj.)

🔹 Comparable Sales: Approximately flat

🔹 Gross Margin: Down YoY

🔹 CapEx: ~$275M

Other Q2 Metrics:

🔹 Operating Income: $103M; +2% YoY

🔹 Operating Margin: 8.0% (+20bps YoY)

🔹 Gross Profit: $500M; Gross Margin 38.9% (+30bps YoY)

🔹 Aerie Comparable Sales: +3% YoY

🔹 AE Comparable Sales: -3% YoY

🔹 Inventory: $718M; UP +8% YoY

Capital Returns

🔹 Share Repurchases: $231M YTD; reduced shares by ~10% (20M shares)

🔹 Dividend: $0.125/share; $21M in Q2, $43M YTD

CEO Commentary

🔸 CEO Jay Schottenstein: “Improvement in the business was driven by higher demand, lower promotions and well-managed expenses. Aerie posted top-line growth and we achieved our second highest Q2 revenues ever.”

🔸 “The fall season is off to a positive start, supported by stronger products and successful marketing campaigns with Sydney Sweeney and Travis Kelce.”

7

Der Spekulant

@Derspekulant1

2Wk·

Quarterly figures 01.09-05.09.25

$9866 (+0.03%)
$ZS (+1.53%)
$M (-0.07%)
$DLTR (-2.92%)
$ASAN (-0.82%)
$AEO (-4.78%)
$AI (-0.33%)
$GTLB (+0.35%)
$CRM (+1.21%)
$LULU (+0.19%)
$DOCU (-0.19%)
$PATH (-1.65%)
$AVGO (+0.23%)
$IOT
$FIG (-2.71%)

15

Tigawutz

@Tigawutz

3Wk·

🚀🚀🚀

$AEO (-4.78%)

American Eagle and Tru Kolors by Travis Kelce Debut Limited-Edition Collaboration

1

Shrimpman

@Shrimpman

1Mon·

American Eagle Outfiters 2008 comparison and Trump

Macro situation

$AEO (-4.78%) had a similar pattern in 2008 as it is again today and since in 2008 the macroeconomic numbers were also revised downwards later, as soon as the numbers get even worse, the Fed will lower interest rates (which in combination with tariffs will lead to inflation) but encourage buying on credit, which could lead to "Revenge Spending" (spending extra money on credit to distract itself from its own bad financial situation).

"Empty Stores"

It generally looks as if all stores are "empty", but I think that the target group mostly buys online.

Marketing and social media - indicators I look at

As soon as clothing of the brand becomes a point of conflict outside (i.e. a confrontation between 2 people because of the clothing, which is then published on social media. Shows me that the clothing has become so politicized that the price becomes "irrelevant".
Google searches (number)

$AEO (-4.78%) Could also be used by Trump as a propaganda tool