- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
American Eagle Outfitters Inc (AEO)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/03/2025: AEO (3-star) is a STRONG-BUY. BUY since 15 days. Simulated Profits (34.59%). Updated daily EoD!
1 Year Target Price $16.44
1 Year Target Price $16.44
| 1 | Strong Buy |
| 0 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 87.88% | Avg. Invested days 39 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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 |
Upturn AI SWOT
American Eagle Outfitters Inc

Company Overview
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.
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 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
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
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 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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.aeo-inc.com |
Full time employees 9000 | Website https://www.aeo-inc.com | ||
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

