Reports Q3 revenue $1.36B, consensus $1.32B. Total comparable sales increased 4%. Aerie comparable sales grew 11%. American Eagle (AEO) comparable sales increased 1%. “I’m extremely pleased with the significant trend change across our business reflecting decisive steps taken from merchandising to marketing to operations-all having a positive impact. Record third quarter revenue was highlighted by Aerie’s double-digit comparable sales increase and positive growth at American Eagle, contributing to results that exceeded expectations,” commented Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer, AEO Inc. “Strong momentum has continued into the fourth quarter, including an excellent start to the holiday season. We delivered a record-breaking Thanksgiving weekend, led by an acceleration in demand across brands and channels and underscored by outstanding growth at Aerie and Offline. We are focused on finishing the season strong and sustaining our success into 2026 and beyond.”
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