Cost ImpactTariffs are expected to negatively impact the cost of goods sold by $40 million in the fiscal year, affecting profitability.
Guidance And ForecastAEO withdrew its fiscal year guidance, indicating uncertainty about future performance.
Market SentimentInvestor sentiment remains very negative with shares trading below consensus estimates, indicating concerns over AEO's current market position.
ProfitabilityProfitability was well below initial consensus expectations due to product mis-execution, leading to a significant inventory write-down.