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

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9American Eagle Outfiters 2008 comparison and Trump
Macro situation
$AEO (-2,21%) 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 (-2,21%) Could also be used by Trump as a propaganda tool
- Could be excluded from tariffs
- further mentions


🎉🚀
$AEO (-2,21%)
@Shrimpman Thank you for your advice
Start of a new cycle?
$AEO (-2,21%) Only fell below $9 during Corona and the momentum looks as if there will soon be the next run


Open a small position
Start of a new cycle?
$AEO (-2,21%) Only fell below $9 during Corona and the momentum looks as if there will soon be the next run

Start of a new cycle?
$AEO (-2,21%) Only fell below $9 during Corona and the momentum looks as if there will soon be the next run

$AEO (-2,21%) American Eagle Outfitters reported earnings
Q3 FY2024 results ended on November 2nd, 2024
- Total revenue: $1.29B, -1% YoY (includes $45M calendar shift impact)
- Net income: $80M vs $96.7M in Q3 2023
- Adjusted operating income: $123.7M, adjusted margin 9.6%
- Total comparable sales increased 3% following 5% growth last year
Jay Schottenstein, CEO: "Building on our positive performance in the first half of the year, third quarter results provide another proof point of the effectiveness of our Powering Profitable Growth Plan. Led by a strong back-to-school season, we achieved comparable sales growth across brands and channels."
🌱Revenue & Growth
- American Eagle revenue: $831.9M, -3% YoY
- Aerie revenue: $410.4M, +4.4% YoY
- American Eagle comps: +3% vs +2% last year
- Aerie comps: +5% vs +12% last year
💰Profits & Financials
- Gross profit: $526.6M vs $543.8M last year
- Gross margin: 40.9% vs 41.8% last year
- Operating income: $106.1M vs $125.4M last year
- Inventory: $804.3M, +5% YoY
📌Business Highlights
- Streamlined corporate cost structure
- Changed Hong Kong retail to licensed model
- Paid $24M in quarterly dividends
- Repurchased 6M shares for $131M YTD
- Total store count: 1,186
🔮Future Outlook
Q4 FY2024:
- Comp sales expected +1%
- Total revenue expected -4% (includes $85M calendar impact)
- Operating income: $125M-$130M
Full Year FY2024:
- Comp sales growth ~3%
- Total revenue growth ~1%
- Adjusted operating income: $428M-$433M vs $375M in 2023
- Capital expenditures: $225M-$245M
Titoli di tendenza
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