Added to YB: 2025-09-18
Pitch date: 2025-08-02
AEO [bullish]
American Eagle Outfitters, Inc.
+121.48%
current return
Author Info
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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
$11.26
Price Target
N/A
Dividend
1.96%
EV/EBITDA
6.05
P/E
22.03
EV/Sales
1.16
Sector
Specialty Retail
Category
turnaround
American Eagle Outfitters, Inc. - $AEO
AEO: Gen Z retailer bombed out -35% YTD after horrific Q1 (declining sales, $75M inventory write-off, pulled guidance). Sydney Sweeney 'Great Jeans' campaign sparked viral buzz, record web traffic ahead of back-to-school. Aerie growth engine stumbled on fashion misses but traffic held. 10% ASR buyback complete. Risks: consumer spending, Aerie recovery, campaign fizzling. Bull case: $1.50 EPS potential at 10-12x = upside.
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