Added to YB: 2026-09-14
Pitch date: 2026-09-10
AEO [bearish]
American Eagle Outfitters, Inc.
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
$2.8B
Pitch Price
N/A
Price Target
N/A
Dividend
2.96%
EV/EBITDA
4.02
P/E
8.69
EV/Sales
0.80
Sector
Specialty Retail
Category
N/A
We are short $AEO
AEO (earnings): The earnings call strengthened the bearish thesis despite a ~15% share-price decline: Q2 comps rose 6% as Aerie gained 19%, but AE fell 1% and underlying merchandise margin contracted 330bps year over year. Management cut AE’s Q3/Q4 comp assumption from low-single-digit growth to flat and trimmed the back-half earnings outlook, while continued markdown pressure and a demanding Aerie comparison leave consolidated results increasingly dependent on exceptional Aerie performance.
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