HENRETTA DEBORAH A reported acquisition or exercise transactions in this Form 4 filing.
AMERICAN EAGLE OUTFITTERS INC director Deborah A. Henretta received 2,892 share units as a compensation award. These share units have the economic equivalent of one share of common stock each and become payable when her service as a director ends. Following this grant, she holds 91,097 share units, including units accumulated from dividend equivalent rights. The filing does not reflect any open-market buying or selling of AEO common stock.
AMERICAN EAGLE OUTFITTERS INC director Cary D. McMillan received a stock grant of 2,892 shares of common stock on July 1, 2026. The shares were acquired at a stated price of $0.00 per share, reflecting a compensation-related award rather than an open-market purchase.
Following this grant, McMillan directly holds a total of 2,892 shares of American Eagle Outfitters common stock.
AMERICAN EAGLE OUTFITTERS INC director Janice E. Page received a stock award of 2,892 common shares. The shares were granted on July 1, 2026 at a reported price of $0.00 per share, indicating a compensation-related award rather than a market purchase.
After this grant, Page directly holds 101,003 shares of American Eagle common stock, according to the filing. The transaction is reported as a non-derivative acquisition categorized as a grant or award.
AMERICAN EAGLE OUTFITTERS INC director David M. Sable received a stock award. On July 1, 2026, he acquired 2,892 shares of common stock as a grant or award, with no purchase price reported. After this award, he directly holds 59,260.406 shares of common stock.
Spiegel Noel Joseph reported acquisition or exercise transactions in this Form 4 filing.
AMERICAN EAGLE OUTFITTERS INC director Noel Joseph Spiegel received a stock grant of 2,892 common shares. The award was recorded at a price of $0.00 per share, indicating it is compensation rather than a market purchase. Following this grant, Spiegel directly holds 2,892 shares of American Eagle common stock.
American Eagle Outfitters, Inc. announced a planned chief financial officer transition and reaffirmed its second quarter and full-year fiscal 2026 guidance. Mike Mathias will step down as Executive Vice President and Chief Financial Officer on August 3, 2026, becoming a full-time Strategic Advisor to CEO Jay Schottenstein through July 30, 2027. The Board appointed Ravi Thanawala, formerly a senior finance leader at Papa John’s and Nike, as the new Executive Vice President, Chief Financial Officer and Principal Financial Officer effective the same date.
Thanawala’s offer package includes a $1,000,000 annual base salary, an annual bonus opportunity targeted at 100% of salary and capped at 200%, and 2026 equity grants consisting of a $750,000 stock option award, $500,000 in time-based restricted stock units, and $1,250,000 in performance-based restricted stock units with payout ranging from 0% to 150% of target over three years. He will also receive a $1,000,000 cash sign-on bonus paid in two installments, subject to repayment conditions, and restricted stock units valued at $1,500,000 that vest over two years. Mathias will remain a full-time employee during the transition, retaining salary, benefits and a 2026 bonus opportunity, and will be treated as retired for outstanding equity upon departure under specified conditions.
American Eagle Outfitters, Inc. stockholders approved changes to the 2023 Stock Award and Incentive Plan at the annual meeting. The amended and restated plan adds 9,680,000 shares for future equity awards, extends the plan’s term from 2033 to 2036, and raises the annual award cap for non-employee directors from $750,000 to $1,000,000.
As of the May 1, 2026 record date, 167,524,666 common shares were outstanding and entitled to vote, and 151,865,455 shares were represented, establishing a quorum. Stockholders elected Jay L. Schottenstein as a Class I director, ratified EY as independent registered public accounting firm for the fiscal year ending January 30, 2027, and approved 2025 executive compensation on an advisory basis.
American Eagle Outfitters amended its senior secured asset-based revolving credit facility, which provides up to $700 million of borrowing capacity. The amendment extends the facility’s maturity from June 24, 2027, to June 4, 2031, giving the company a longer liquidity runway.
Interest on borrowings now accrues, at the company’s election, at an adjusted SOFR rate of SOFR plus a margin ranging from 1.250% to 1.500% or at an alternate base rate plus a margin ranging from 0.250% to 0.500%, with margins tied to average borrowing availability.
American Eagle Outfitters returned to profitability for the 13 weeks ended May 2, 2026. Total net revenue rose to $1.195 billion, up 10% from $1.090 billion. Aerie drove growth with 34% higher revenue and a 25% comparable sales increase, while American Eagle revenue declined 2% with comparable sales down 2%.
Gross profit increased 41% to $456.2 million, and gross margin improved to 38.2% from 29.6%, helped by higher sales, lower occupancy burden and the absence of a prior-year $75 million inventory write-down. Operating results swung from an operating loss of $85.2 million to operating income of $28.2 million, with diluted earnings per share improving to $0.14 from a loss of ($0.36).
Cash used in operating activities was $65.2 million, and cash and cash equivalents declined to $103.3 million from $238.9 million at the beginning of the period. Long-term debt under the revolving credit facility was $85.0 million, and merchandise inventory increased to $816.7 million. Management highlights ongoing macroeconomic, inflation and tariff-related risks but continues to emphasize omni-channel investments and disciplined cost control.