American Eagle: Strong Quarter, Limited Headroom
American Eagle Outfitters has executed a successful turnaround, with Q3 2025 showing accelerated, profitable growth and strong brand momentum. Raised Q4 operating income guidance ($155-160m) and 8-9% comps reflect record holiday season momentum, but current valuation captures much of this upside. Tariff headwinds and elevated SG&A from celebrity campaigns pressure margins, though topline growth and marketing efficacy have offset these impacts so far.
American Eagle Bet Big On Jean Genie Sydney Sweeney
American Eagle Outfitters Inc. posted third-quarter results that outpaced expectations as the retailer raised its outlook and left weakness earlier this year in the rear view mirror.
American Eagle shares jump as celebrity campaigns to bolster holiday demand
American Eagle Outfitters' shares surged nearly 12% before the bell on Wednesday after the retailer lifted its annual sales forecast, betting on celebrity partnerships and marketing campaigns to boost demand during the holiday season.
American Eagle Outfitters, Inc. (AEO) Q3 2026 Earnings Call Transcript
American Eagle Outfitters, Inc. ( AEO ) Q3 2026 Earnings Call December 2, 2025 4:30 PM EST 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 Conference Call Participants Jay Sole - UBS Investment Bank, Research Division Matthew Boss - JPMorgan Chase & Co, Research Division Kelly Crago - Citigroup Inc., Research Division Jungwon Kim - TD Cowen, Research Division Rakesh Patel - Raymond James & Associates, Inc., Research Division Christopher Nardone - BofA Securities, Research Division Alexandra Straton - Morgan Stanley, Research Division Janet Kloppenburg - JJK Research Associates, Inc. Janine Hoffman Stichter - BTIG, LLC, Research Division Corey Tarlowe - Jefferies LLC, Research Division Presentation Operator Welcome to the AEO Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
Here's What Key Metrics Tell Us About American Eagle (AEO) Q3 Earnings
Although the revenue and EPS for American Eagle (AEO) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
American Eagle's bet on Sydney Sweeney and Aerie's anti-AI pledge are paying off big time
American Eagle's viral campaigns with Sydney Sweeney and Aerie drove revenue growth. Aerie's anti-AI advertising pledge and celebrity partnerships boosted brand engagement online.
American Eagle Outfitters (AEO) Q3 Earnings and Revenues Beat Estimates
American Eagle Outfitters (AEO) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.48 per share a year ago.
American Eagle had Sydney Sweeney. But this lesser-known lingerie brand carried the day in third quarter.
American Eagle raises outlook for the holiday quarter and the year on ‘strong momentum' for sales.
American Eagle Outfitters raises annual sales forecast
American Eagle Outfitters raised its annual comparable sales forecast on Tuesday, betting on marketing-driven demand for its apparel and accessories during the holiday season.
American Eagle says it expects a big holiday, raises forecast after Sydney Sweeney campaign
American Eagle beat Wall Street's expectations on the top and bottom lines for its fiscal third quarter. The apparel company, which recently partnered with Sydney Sweeney and Travis Kelce, is expecting comparable sales to grow between 8% and 9% during its holiday quarter.
Should Value Investors Buy American Eagle Outfitters (AEO) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
American Eagle Q3: The Controversial Campaign Will Help, But It's Not Sustainable
American Eagle Outfitters, Inc. is set to report Q3 results, with expectations shaped by its recent controversial marketing campaign. AEO's fundamentals remain weak, with minimal growth and concerns about sustained momentum from the campaign-driven share price surge. Margins are stable, but elevated inventories and higher costs from tariffs and advertising could pressure profitability going forward.
