AEO official logo AEO
AEO 3-star rating from Upturn Advisory
American Eagle Outfitters Inc (AEO) company logo

American Eagle Outfitters Inc (AEO)

American Eagle Outfitters Inc (AEO) 3-star rating from Upturn Advisory
$23.97
Last Close (24-hour delay)
Profit since last BUY34.59%
upturn advisory logo
Strong Buy
BUY since 15 days
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  • SELL Advisory (Loss)
  • Profit
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Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

12/03/2025: AEO (3-star) is a STRONG-BUY. BUY since 15 days. Simulated Profits (34.59%). Updated daily EoD!

Upturn Star Rating

Upturn 3 star rating for performance

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

3 star rating from financial analysts

11 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $16.44

1 Year Target Price $16.44

Analysts Price Target For last 52 week
$16.44 Target price
52w Low $9.08
Current$23.97
52w High $24.41

Analysis of Past Performance

Type Stock
Historic Profit 87.88%
Avg. Invested days 39
Today’s Advisory Strong Buy
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/03/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.61B USD
Price to earnings Ratio 20.83
1Y Target Price 16.44
Price to earnings Ratio 20.83
1Y Target Price 16.44
Volume (30-day avg) 11
Beta 1.44
52 Weeks Range 9.08 - 24.41
Updated Date 12/3/2025
52 Weeks Range 9.08 - 24.41
Updated Date 12/3/2025
Dividends yield (FY) 2.35%
Basic EPS (TTM) 1

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-12-03
When After Market
Estimate 0.46
Actual 0.53

Profitability

Profit Margin 3.74%
Operating Margin (TTM) 8.03%

Management Effectiveness

Return on Assets (TTM) 5.03%
Return on Equity (TTM) 12.17%

Valuation

Trailing PE 20.83
Forward PE 14.14
Enterprise Value 5469123392
Price to Sales(TTM) 0.69
Enterprise Value 5469123392
Price to Sales(TTM) 0.69
Enterprise Value to Revenue 1.04
Enterprise Value to EBITDA 10.43
Shares Outstanding 169338842
Shares Floating 153700400
Shares Outstanding 169338842
Shares Floating 153700400
Percent Insiders 6.94
Percent Institutions 102.48

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

American Eagle Outfitters Inc

American Eagle Outfitters Inc(AEO) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

American Eagle Outfitters Inc. was founded in 1977 by brothers Jerry and Mark Silverman as a subsidiary of Retail Ventures, Inc. Initially focused on outdoor and work apparel, it transitioned to fashion apparel and accessories targeting young adults in the 1990s. The company has expanded through acquisitions and international expansion.

Company business area logo Core Business Areas

  • American Eagle: Apparel and accessories targeting 15-25 year olds. Includes jeans, tops, activewear, and intimates under the Aerie brand.
  • Aerie: Intimate apparel, activewear, and loungewear targeting women, promoting body positivity and inclusivity.

leadership logo Leadership and Structure

Jay Schottenstein serves as the Executive Chairman of the Board and CEO. The company operates with a typical corporate structure, including departments for design, merchandising, marketing, finance, and operations.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Jeans: American Eagle is known for its jeans, targeting young adults. Competitors include Levi's (LEVI), Gap (GPS), and Abercrombie & Fitch (ANF). Market share data is difficult to ascertain precisely, but AE holds a significant share of the young adult denim market, with estimates in the low teens. Revenue from jeans constitutes a substantial portion of overall sales, but exact figures are not publicly broken out.
  • Aerie Intimates and Activewear: Aerie focuses on intimate apparel and activewear. Competitors include Victoria's Secret (VSCO), Lululemon (LULU), and Target (TGT). Aerie has been a growth driver for AEO, with its focus on body positivity attracting a dedicated customer base. Market Share is estimated at around 5%. Revenue is increasing year over year, but exact sales figures are not public.

Market Dynamics

industry overview logo Industry Overview

The apparel industry is highly competitive and subject to changing fashion trends, economic conditions, and consumer preferences. Digital channels continue to gain importance.

Positioning

American Eagle Outfitters Inc. positions itself as a brand offering fashionable and affordable apparel to young adults. Aerie differentiates itself with its emphasis on body positivity and inclusivity, which gives them a competitive advantage.

Total Addressable Market (TAM)

The global apparel market is estimated to be worth over $1.5 trillion. American Eagle Outfitters Inc is positioned to capture a small segment of this market, focusing on young adults and capitalizing on the growing demand for athleisure and inclusive sizing.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition among young adults
  • Successful Aerie brand driving growth
  • Extensive store network and online presence
  • Effective marketing and social media engagement
  • Loyalty program

Weaknesses

  • Reliance on a single demographic
  • Vulnerability to changing fashion trends
  • Intense competition
  • Potential for margin pressure from promotions and discounts

Opportunities

  • International expansion
  • Further development of the Aerie brand
  • Expansion into new product categories
  • Enhanced omnichannel experience
  • Strategic Partnerships

Threats

  • Economic downturn impacting consumer spending
  • Changing fashion trends
  • Increased competition from online retailers
  • Supply chain disruptions
  • Changing shopping behavior

Competitors and Market Share

Key competitor logo Key Competitors

  • GPS
  • ANF
  • URBN
  • LB
  • ASOS

Competitive Landscape

AEO competes with a variety of apparel retailers. Its strengths include brand recognition, a strong Aerie brand, and an effective online presence. Its weaknesses include reliance on a single demographic and vulnerability to changing fashion trends.

Major Acquisitions

Quiet Logistics

  • Year: 2021
  • Acquisition Price (USD millions): 350
  • Strategic Rationale: To improve supply chain and logistics capabilities, enhancing speed and efficiency.

AirTerra

  • Year: 2021
  • Acquisition Price (USD millions): 40
  • Strategic Rationale: AirTerra, an e-commerce delivery start-up. To improve supply chain and logistics capabilities.

Growth Trajectory and Initiatives

Historical Growth: American Eagle Outfitters Inc's growth has been driven by expansion of the Aerie brand and a successful pivot to digital channels. Sales and profitability have fluctuated due to the economic climate and fashion industry.

Future Projections: Analyst estimates suggest continued growth, driven by digital sales and international expansion. Aerie is expected to remain a key growth driver.

Recent Initiatives: Recent initiatives include expansion of the Aerie brand, investment in digital channels, supply chain optimization, and strategic partnerships.

Summary

American Eagle Outfitters Inc. is a well-known apparel retailer targeting young adults, with Aerie driving significant growth. The company possesses a strong brand presence and digital footprint but faces challenges from competition and changing trends. Strategic investments in supply chain and digital capabilities are important for maintaining its growth trajectory and to continue being competitive in the market.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q)
  • Earnings Call Transcripts
  • Analyst Reports
  • Market Research Reports
  • Company Website

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor. Market data is subject to change.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About American Eagle Outfitters Inc

Exchange NYSE
Headquaters Pittsburgh, PA, United States
IPO Launch date 1994-04-13
Executive Chairman of the Board & CEO Mr. Jay L. Schottenstein
Sector Consumer Cyclical
Industry Apparel Retail
Full time employees 9000
Full time employees 9000

American Eagle Outfitters, Inc. operates as a multi-brand specialty retailer in the United States and internationally. The company provides jeans, apparel and accessories, and personal care products for women and men under the American Eagle brand; and intimates, apparel, activewear, and swim collections under the Aerie and OFFLINE by Aerie brands. It also offers menswear products under the Todd Snyder New York brand; and fashion clothing and accessories under the Unsubscribed brand. The company sells its products through its own and licensed retail stores, concession-based shops-within-shops, wholesale markets, and online marketplaces; and digital channels, such as www.ae.com, www.aerie.com, www.toddsnyder.com, and www.unsubscribed.com. American Eagle Outfitters, Inc. was founded in 1977 and is headquartered in Pittsburgh, Pennsylvania.