Added to YB: 2025-09-08
Pitch date: 2025-09-04
AEO [neutral]
American Eagle Outfitters, Inc.
+33.92%
current return
Author Info
No bio for this author
Company Info
American Eagle Outfitters, Inc. operates as a multi-brand specialty retailer in the United States and internationally.
Market Cap
$4.3B
Pitch Price
$18.63
Price Target
N/A
Dividend
1.96%
EV/EBITDA
6.05
P/E
22.03
EV/Sales
1.16
Sector
Specialty Retail
Category
value
Deep Dive: American Eagle Outfitters (AEO)
AEO (deep dive): Viral Sydney Sweeney & Travis Kelce campaigns drove 790K new customers, positive comps after negative trends. Aerie growth engine (30-35% of revenue, +5% comps vs AE's +3%). Trading 8-10x P/E, 0.5x P/S vs peers 10-15x despite record $5.3B revenue. Risks: $1.3B lease obligations, mall traffic decline, tariff costs $40-50M Q4.
Read full article (18 min)