American Eagle Outfitters, Inc. (NYSE:AEO ) Q2 2025 Earnings Call September 3, 2025 4:30 PM EDT Company Participants Judy Meehan - Senior Vice President of Corporate Communications & Investor Relations Jay Schottenstein - Executive Chairman of the Board & CEO Jennifer Foyle - President and Executive Creative Director of AE & Aerie Mike Mathias - Executive VP & CFO Craig Brommers Conference Call Participants Jay Sole - UBS Investment Bank, Research Division Paul Lejuez - Citigroup Inc., Research Division Jungwon Kim - TD Cowen, Research Division Janet Kloppenburg - JJK Research Associates, Inc. Alexandra Straton - Morgan Stanley, Research Division Christopher Nardone - BofA Securities, Research Division Rakesh Patel - Raymond James & Associates, Inc., Research Division Corey Tarlowe - Jefferies LLC, Research Division Marni Shapiro - The Retail Tracker Presentation Operator Welcome to the AEO Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
American Eagle says its partnerships with Travis Kelce and Sydney Sweeney have driven strong results. The company's stock soared as it released Q2 earnings with a nod to Sweeney and Kelce's star power.
The apparel retailer said it expects same-store sales up low-single digits in the third and fourth quarters, resulting in the metric finishing the year about flat.
Shares of American Eagle rocketed higher on Wednesday after the clothing retailer forecast same-store sales that were better than expected, and said recent promotional campaigns starring actress Sydney Sweeney and NFL player Travis Kelce had boosted fall-season demand.
American Eagle said its campaign with actress Sydney Sweeney has so far led to positive gains in new customers and sales. The clothing retailer issued fiscal second-quarter earnings that beat expectations on the top and bottom lines.
American Eagle Outfitters (NYSE: AEO) reports Q2 FY2026 earnings after the close.
AEO's second-quarter fiscal 2025 results are likely to be dampened by weak demand, margin pressure and merchandising missteps.
Evaluate the expected performance of American Eagle (AEO) for the quarter ended July 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
American Eagle Outfitters (AEO) closed at $12.5 in the latest trading session, marking a -2.72% move from the prior day.
Analysts said Monday that American Eagle and Aerie had little leeway to work around U.S. tariffs on imports and that it was a “tough time for a turnaround.”
Retail stock American Eagle Outfitters Inc (NYSE:AEO) was last seen down 3.4% at $12.42, after a downgrade from BofA Global Research to "underperform" from "neutral," with a price-target cut to $10 from $11.
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