The earnings call highlighted several strategic initiatives and achievements, such as share repurchases and growth in specific segments like Offline by Aerie. However, these positives were overshadowed by significant challenges, including a large inventory write-down, declining comps, and increased promotional activity leading to margin pressure. The company is optimistic about future improvements but faces substantial near-term hurdles.

Company Guidance -

Q2 2025

During the American Eagle Outfitters First Quarter 2025 Earnings Call, several key metrics and guidance were provided. The company reported a $68 million adjusted operating loss, driven by a $75 million inventory write-down and a decrease in comparable sales of 3%. American Eagle comp sales fell by 2%, while Aerie's dropped by 4%. Gross profit was $322 million, with a gross margin of 29.6%, affected by a 960 basis point decline in merchandise margin. The SG&A expenses grew by 2%, largely due to increased advertising. Capital expenditures for the first quarter totaled $62 million, with plans to recadence some investments and reduce full-year CapEx to approximately $275 million. The company also initiated a $200 million accelerated share repurchase program and completed $31 million in open market share repurchases, alongside $22 million in cash dividends paid. For the second quarter, revenue is expected to decline by 5%, with operating income projected between $40 to $45 million, and SG&A expenses anticipated to remain flat year-over-year.

Accelerated Share Repurchase Program

Initiation of a $200 million accelerated share repurchase program and $31 million in open market shares repurchases, indicating confidence in long-term growth.

Intimates and Offline by Aerie Growth

Offline by Aerie demonstrated positive growth, gaining market share and expanding customer awareness. Intimates improved sequentially, gaining market share with newness in fabrication and design.

Supply Chain Optimization

Actions to strengthen the supply chain network included closing two edge fulfillment centers, expected to generate annualized savings of approximately $5 million.

Market Share Gains

Despite challenges, American Eagle and Aerie held or gained market share in categories like intimates and denim.

American Eagle (AEO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AEO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2025 (Q2)	0.20 / -	0.39	―	―	―
May 03, 2025	2025 (Q1)	-0.25 / -0.29	0.34	-185.29% (-0.63)	―	―
Mar 12, 2025	2024 (Q4)	0.50 / 0.53	0.61	-13.11% (-0.08)
Dec 04, 2024	2024 (Q3)	0.47 / 0.48	0.49	-2.04% (-0.01)
Aug 29, 2024	2024 (Q2)	0.38 / 0.39	0.25	56.00% (+0.14)
May 29, 2024	2024 (Q1)	0.28 / 0.34	0.17	100.00% (+0.17)
Mar 07, 2024	2023 (Q4)	0.50 / 0.61	0.37	64.86% (+0.24)
Nov 21, 2023	2023 (Q3)	0.48 / 0.49	0.42	16.67% (+0.07)
Sep 06, 2023	2023 (Q2)	0.16 / 0.25	0.04	525.00% (+0.21)
May 24, 2023	2023 (Q1)	0.16 / 0.17	0.16	6.25% (+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AEO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 12, 2025	$11.18	$10.72	-4.11%
Dec 04, 2024	$19.90	$17.06	-14.27%
Aug 29, 2024	$20.89	$20.01	-4.21%
May 29, 2024	$23.02	$21.28	-7.56%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.