American Eagle Outfitters Inc Stock Price, News & Analysis

American Eagle Outfitters (NYSE:AEO) reported strong Q2 2025 results with operating income of $103 million, up 2% year-over-year on revenue of $1.28 billion. The company's gross margin expanded 30 basis points to 38.9%, while earnings per share increased 15% to $0.45.

Aerie posted 3% comparable sales growth, while American Eagle saw a 3% decrease. The company has completed $231 million in share repurchases year-to-date, reducing outstanding shares by approximately 10%. For fiscal 2025, AEO provides operating income guidance of $255 to $265 million.

The company's fall season started positively, supported by marketing campaigns featuring Sydney Sweeney and Travis Kelce, leading to increased customer engagement and comparable sales.

American Eagle (NYSE:AEO) has launched a limited-edition collaboration with Travis Kelce's Tru Kolors brand. The collection, dubbed 'AE x Tru Kolors by Travis Kelce', features over 90 pieces priced between $14.95 and $179.95, launching in two drops on August 27 and September 24, 2025.

Kelce served as Creative Director, working closely with the AE team on design, fabrics, and creative elements. The campaign features notable athletes including Anna Frey, Azzi Fudd, Drew Allar, Jeremiah Smith, Kiyan Anthony, and Suni Lee, promoting a 'Live to Play' message.

The collection includes heavyweight vintage-inspired tees, varsity jackets, cricket sweaters, rugby polos, utility cargos, chenille pieces, and cashmere sets. The launch will be supported by extensive marketing across social platforms, OOH advertising, and partnerships with NFL media.

American Eagle Outfitters (NYSE: AEO) has scheduled its second quarter fiscal 2025 financial results announcement for September 3, 2025 after market close. The company will host a conference call and live webcast at 4:30 PM EDT to discuss the quarterly performance.

A presentation of the results will be available on the company's website, and a replay of the webcast will be accessible approximately 30 minutes after the event concludes. The archived call will be available in the Investor Relations section of AEO's website.

American Eagle Outfitters (NYSE:AEO) has launched its Fall '25 campaign featuring actress Sydney Sweeney to reinforce its position as the #1 jeans brand for Gen Z. The campaign, titled "Sydney Sweeney Has Great Jeans," showcases the brand's denim heritage and includes innovative marketing elements like 3D billboards and AI-enabled try-on technology.

The collection features over 200 fits of AE jeans including 50+ new styles, and over 800 total new fall styles. A highlight is "The Sydney Jean," a limited-edition piece where 100% of the purchase price will be donated to Crisis Text Line. The campaign also includes a limited-edition denim jacket inspired by Sydney's style, available August 10 for $79.95.

American Eagle Outfitters (NYSE: AEO) has declared a quarterly cash dividend of $0.125 per share, demonstrating its commitment to returning value to shareholders. The dividend will be paid on July 25, 2025, to stockholders who are on record as of July 11, 2025. This regular quarterly dividend announcement reflects the company's continued focus on maintaining its shareholder distribution policy.

AEO reported challenging Q1 FY2025 results with a GAAP operating loss of $(85) million and adjusted operating loss of $(68) million. Total revenue declined 5% to $1.1 billion, with Aerie comparable sales down 4% and American Eagle down 2%. Gross margin contracted significantly to 29.6% from 40.6%, primarily due to inventory writedowns and higher markdowns. The company reported a diluted loss per share of $(0.36), or $(0.29) adjusted. On the positive side, AEO is executing a $200 million accelerated share repurchase program expected to complete in Q2, representing about 9.5% of outstanding shares. For Q2 FY2025, AEO projects operating income of $40-45 million with revenue expected to decline 5%. The company has withdrawn its full-year 2025 outlook due to macro uncertainty.

American Eagle Outfitters (NYSE: AEO) reported disappointing preliminary Q1 2025 results, with revenue declining ~5% to $1.1 billion and comparable sales down 3%. American Eagle brand saw a 2% decline while Aerie dropped 4%. The company expects a GAAP operating loss of $85 million and adjusted operating loss of $68 million. The results include a significant $75 million inventory write-down for spring/summer merchandise due to higher promotional activity, and a $17 million restructuring charge related to closing two fulfillment centers. Due to macro uncertainty and Q1 performance, AEO has withdrawn its fiscal year 2025 guidance. Management acknowledged merchandising strategy failures and is focusing on strengthening product performance and improving buying principles.

Synchrony (NYSE: SYF) has announced a multi-year extension of its partnership with American Eagle Outfitters (NYSE: AEO) to continue managing their credit programs. The nearly three-decade partnership focuses on providing the Real Rewards credit card program for American Eagle and Aerie customers.

The partnership features both store-specific Real Rewards credit cards for use at American Eagle and Aerie locations, as well as Real Rewards Visa credit cards accepted wherever Visa is accepted. The program offers rewards and special discounts to AEO customers, and has been recognized as one of America's Best Loyalty Programs by Newsweek for five consecutive years. Additionally, the Real Rewards Credit Card was named Money's Best Retail Credit Card: In-Store Rewards for 2025.

American Eagle Outfitters (NYSE: AEO) has announced a $200 million accelerated share repurchase (ASR) agreement with Bank of America. The program will repurchase approximately 18.1 million shares, representing about 9.5% of the company's fully diluted outstanding stock.

The ASR will be executed under the company's existing share repurchase authorization of 68.5 million shares. The initiative, combined with AEO's quarterly cash dividend, demonstrates the company's commitment to balanced capital allocation and shareholder returns, while reflecting its strong capital position and confidence in long-term strategic growth plans.