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AEO

American Eagle OutfittersC
NYSE / Consumer Discretionary Distribution & Retail
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2026-09-03
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Earnings documents stored for AEO.

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Investor releaseQuarter not tagged2026-09-03

Earnings Preview: Zumiez (ZUMZ) Q2 Earnings Expected to Decline

Zacks
Zumiez (ZUMZ) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on September 10, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This clothing retailer is expected to post quarterly loss of $0.14 per share in its upcoming report, which represents a year-over-year change of -133.3%. Revenues are expected to be $212.12 million, down 1% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for posit…Read full document

Zumiez (ZUMZ) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on September 10, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This clothing retailer is expected to post quarterly loss of $0.14 per share in its upcoming report, which represents a year-over-year change of -133.3%. Revenues are expected to be $212.12 million, down 1% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Zumiez, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +14.29%. On the other hand, the stock currently carries a Zacks Rank of #4. So, this combination makes it difficult to conclusively predict that Zumiez will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Zumiez would post a loss of$0.81 per share when it actually produced a loss of -$0.82, delivering a surprise of -1.23%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Zumiez doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Among the stocks in the Zacks Retail - Apparel and Shoes industry, American Eagle Outfitters (AEO), is soon expected to post earnings of $0.21 per share for the quarter ended July 2026. This estimate indicates a year-over-year change of -53.3%. This quarter's revenue is expected to be $1.37 billion, up 6.5% from the year-ago quarter. The consensus EPS estimate for American Eagle has remained unchanged over the last 30 days. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -4.00%. This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that American Eagle will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Zumiez Inc. (ZUMZ) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-09-03

Seeking Clues to American Eagle (AEO) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics

Zacks
The upcoming report from American Eagle Outfitters (AEO) is expected to reveal quarterly earnings of $0.21 per share, indicating a decline of 53.3% compared to the year-ago period. Analysts forecast revenues of $1.37 billion, representing an increase of 6.5% year over year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. With that in mind, let's delve into the average projections of some American Eagle metrics that are commonly tracked and projected by analysts on Wall Street. The average prediction of analysts places 'Total net revenue- Aerie' at $524.35 million. The estimate indicates a year-over-year change of +22.2%. Analysts expect 'Total net revenue- American Eagle' to come in at $794.27 million. The estimate indicates a year-over-year change of -0.8%. Analysts' assessment points toward 'Number of stores - Aerie stand-alone (incl. OFFL/NE)' reaching 348 . The estimate is in contrast to the year-ago figure of 325 . According to the collective judgment of analysts, 'Number of stores - Total (EOP)' should come in at 1,181 . The estimate is in contrast to the year-ago figure of 1,185 . Analysts forecast 'Number of stores - AE Brand' to reach 801 . Compared to the current estimate, the company reported 829 in the same quarter of the previous year. The consensus among analysts is that 'Comparable store sales - Aerie' will reach 19.6%. The estimate is in contrast to the year-ago figure of 3.0%. It is projected by analysts that the 'Gross square footage - Total' will reach 7 millions of square feet. Compared to the current estimate, the company reported 7 millions of square feet in the same quarter of the…Read full document

The upcoming report from American Eagle Outfitters (AEO) is expected to reveal quarterly earnings of $0.21 per share, indicating a decline of 53.3% compared to the year-ago period. Analysts forecast revenues of $1.37 billion, representing an increase of 6.5% year over year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. With that in mind, let's delve into the average projections of some American Eagle metrics that are commonly tracked and projected by analysts on Wall Street. The average prediction of analysts places 'Total net revenue- Aerie' at $524.35 million. The estimate indicates a year-over-year change of +22.2%. Analysts expect 'Total net revenue- American Eagle' to come in at $794.27 million. The estimate indicates a year-over-year change of -0.8%. Analysts' assessment points toward 'Number of stores - Aerie stand-alone (incl. OFFL/NE)' reaching 348 . The estimate is in contrast to the year-ago figure of 325 . According to the collective judgment of analysts, 'Number of stores - Total (EOP)' should come in at 1,181 . The estimate is in contrast to the year-ago figure of 1,185 . Analysts forecast 'Number of stores - AE Brand' to reach 801 . Compared to the current estimate, the company reported 829 in the same quarter of the previous year. The consensus among analysts is that 'Comparable store sales - Aerie' will reach 19.6%. The estimate is in contrast to the year-ago figure of 3.0%. It is projected by analysts that the 'Gross square footage - Total' will reach 7 millions of square feet. Compared to the current estimate, the company reported 7 millions of square feet in the same quarter of the previous year. The combined assessment of analysts suggests that 'Number of stores - Todd Snyder' will likely reach 23 . The estimate compares to the year-ago value of 23 . Analysts predict that the 'Number of stores - Unsubscribed' will reach 8 . Compared to the current estimate, the company reported 8 in the same quarter of the previous year. View all Key Company Metrics for American Eagle here>>> Shares of American Eagle have experienced a change of -6.5% in the past month compared to the +2.5% move of the Zacks S&P 500 composite. With a Zacks Rank #2 (Buy), AEO is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-09-02

Analysts Estimate American Eagle Outfitters (AEO) to Report a Decline in Earnings: What to Look Out for

Zacks
American Eagle Outfitters (AEO) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on September 9. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This teen clothing retailer is expected to post quarterly earnings of $0.21 per share in its upcoming report, which represents a year-over-year change of -53.3%. Revenues are expected to be $1.37 billion, up 6.5% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is sign…Read full document

American Eagle Outfitters (AEO) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on September 9. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This teen clothing retailer is expected to post quarterly earnings of $0.21 per share in its upcoming report, which represents a year-over-year change of -53.3%. Revenues are expected to be $1.37 billion, up 6.5% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For American Eagle, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.00%. On the other hand, the stock currently carries a Zacks Rank of #2. So, this combination makes it difficult to conclusively predict that American Eagle will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that American Eagle would post earnings of $0.11 per share when it actually produced earnings of $0.14, delivering a surprise of +27.27%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. American Eagle doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-09-01

American Eagle (AEO) Stock Looks Cheap On Earnings Yet Fair On Cash Flow

Simply Wall St.
American Eagle Outfitters stock has given investors a rough ride year to date, with a sharp share price decline set against valuation checks that point to a company trading near its estimated intrinsic value and also screening as undervalued on some traditional multiples. The picture is not a clear bargain or a clear warning, which makes the current price level worth a closer look for valuation driven investors. Year to date, American Eagle Outfitters shares are down about 36.9%, which leaves the stock trading well below where it started the year and puts more focus on whether the current price already reflects recent pressure. American Eagle Outfitters may see its valuation supported if it can sustain healthy cash generation from its core apparel brands, while any signs of weaker profitability or slower cash inflows could weigh on what investors are willing to pay for the stock. The broader checks give American Eagle Outfitters a mixed picture rather than a clear bargain or clear overvaluation, with a value score of 4 out of 6 and an intrinsic value estimate from a Discounted Cash Flow (DCF) model that sits only modestly above the current market price. The issue now is whether American Eagle Outfitters offers enough valuation upside at current levels to compensate investors for the recent share price decline and the business risks ahead. Scan beyond American Eagle Outfitters and compare its valuation reset against hand-picked 45 high quality undervalued stocks that also combine solid fundamentals with more attractive pricing. The Discounted Cash Flow (DCF) method estimates what American Eagle Outfitters is worth based on the cash it can return to shareholders over time. On this model, the company is generating latest twelve month free cash flow of about $211 million, with projections that assume a generally growing but gradually moderating cash flow profile rather than rapid expansion. Those cash flow projections translate into an estimated intrinsic value of about $17.64 per share. Compared with the current share price, that suggests American Eagle Outfitters appears roughly fairly valued, with only a modest 5.7% intrinsic discount rather than a large margin of safety or clear overvaluation. Overall, the discounted cash flow workup indicates American Eagle Outfitters appears about fairly valued at recent prices. American Eagle Outfitters is fairly valued a…Read full document

American Eagle Outfitters stock has given investors a rough ride year to date, with a sharp share price decline set against valuation checks that point to a company trading near its estimated intrinsic value and also screening as undervalued on some traditional multiples. The picture is not a clear bargain or a clear warning, which makes the current price level worth a closer look for valuation driven investors. Year to date, American Eagle Outfitters shares are down about 36.9%, which leaves the stock trading well below where it started the year and puts more focus on whether the current price already reflects recent pressure. American Eagle Outfitters may see its valuation supported if it can sustain healthy cash generation from its core apparel brands, while any signs of weaker profitability or slower cash inflows could weigh on what investors are willing to pay for the stock. The broader checks give American Eagle Outfitters a mixed picture rather than a clear bargain or clear overvaluation, with a value score of 4 out of 6 and an intrinsic value estimate from a Discounted Cash Flow (DCF) model that sits only modestly above the current market price. The issue now is whether American Eagle Outfitters offers enough valuation upside at current levels to compensate investors for the recent share price decline and the business risks ahead. Scan beyond American Eagle Outfitters and compare its valuation reset against hand-picked 45 high quality undervalued stocks that also combine solid fundamentals with more attractive pricing. The Discounted Cash Flow (DCF) method estimates what American Eagle Outfitters is worth based on the cash it can return to shareholders over time. On this model, the company is generating latest twelve month free cash flow of about $211 million, with projections that assume a generally growing but gradually moderating cash flow profile rather than rapid expansion. Those cash flow projections translate into an estimated intrinsic value of about $17.64 per share. Compared with the current share price, that suggests American Eagle Outfitters appears roughly fairly valued, with only a modest 5.7% intrinsic discount rather than a large margin of safety or clear overvaluation. Overall, the discounted cash flow workup indicates American Eagle Outfitters appears about fairly valued at recent prices. American Eagle Outfitters is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for American Eagle Outfitters. The P/E ratio is a useful cross check for American Eagle Outfitters because it ties the current share price directly to the earnings that shareholders are paying for today. The stock trades on a P/E of about 9.9x, which is well below the Specialty Retail industry average of roughly 18.7x and also below the broader peer group average of around 20.6x. For investors, that means the market is currently paying a lower price for each dollar of American Eagle Outfitters earnings compared with many comparable retailers. A fair P/E multiple for American Eagle Outfitters, based on its sector, margins, size and risk profile, is estimated at about 14.9x. Set against the current 9.9x level, that indicates the stock trades at a sizeable discount to what this model suggests could be a more typical earnings multiple. For anyone already comfortable with the company’s earnings quality, this gap highlights how the market is pricing the stock more cautiously than the fair ratio would indicate. On this earnings multiple check, American Eagle Outfitters stock appears undervalued relative to both its industry and a tailored fair P/E level. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives for American Eagle Outfitters pick up where the valuation checks leave off and focus on what would need to happen in American Eagle Outfitters' future for the stock to be worth materially more or materially less than it is today. They set out the specific paths for growth, margins and earnings that sit behind each ratio or model, so you can see the future those figures assume and track whether that picture still holds over time on the Community page. The community is split on American Eagle Outfitters, with one side leaning into brand and margin progress while the other focuses on structural retail risks. Bull case: 15% undervalued Read the full Bull Case to see why American Eagle Outfitters could be undervalued Bear case: roughly fairly valued Read the full Bear Case to see why American Eagle Outfitters could be overvalued Do you think there's more to the story for American Eagle Outfitters? Head over to our Community to see what others are saying! American Eagle Outfitters looks roughly fairly valued on Discounted Cash Flow (DCF), with only a modest intrinsic value gap, while its P/E points to an undervalued earnings multiple. That split suggests the cash flow outlook is already largely in the price, and the main debate is whether the market eventually pays closer to a fairer earnings multiple. The crux for investors is whether American Eagle Outfitters can protect margins and cash generation in the face of ongoing retail and e commerce pressure. If that holds up, today’s discount on earnings could be interpreted as an opportunity rather than a warning sign. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include AEO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Investor releaseQuarter not tagged2026-08-28

Gap's Shares Gain 15% on Q2 Earnings Beat & Revised View

Zacks
The Gap, Inc. GAP reported adjusted earnings of 52 cents per share for the second quarter of fiscal 2026, down 8.8% year over year but came above the Zacks Consensus Estimate of 50 cents. Revenues of $3.65 billion declined 2% year over year and missed the consensus mark of $3.72 billion by 1.9%. Comparable sales fell 1%, while gross margin strength helped the company exceed profit expectations. Gap delivered a 10% comparable-sales increase, while Old Navy declined 4% and Athleta fell 12%. Management highlighted disciplined pricing, inventory management and stronger execution at key brands as drivers of profitability.As a result, Gap’s shares have jumped nearly 15% in after-hours trading yesterday. This Zacks Rank #3 (Hold) stock has dipped 0.8% in the past three months compared with the industry’s 9.5% decline. Store sales decreased 3%, while online sales declined 1% and represented 35% of total net sales. The Gap brand remained the strongest performer in the portfolio. Net sales reached $844 million, up 9% year over year, while comparable sales increased 10%. Management attributed the performance to culturally relevant storytelling and strength in destination categories such as denim, fleece, and kids and baby. Our model had expected Gap brand's sales of $833.9 million for the reported quarter. The Gap, Inc. price-consensus-chart | The Gap, Inc. Quote Old Navy generated second-quarter net sales of $2.1 billion, down 4% year over year, with comparable sales also declining 4%. Management said weaker women’s seasonal assortments and an unexpected slowdown in traffic pressured results. Banana Republic delivered improvement, with net sales of $478 million, up 1%, and comparable sales up 3%. The brand benefited from stronger assortment, marketing and storytelling, with balanced performance across men’s and women’s categories. Athleta remained under pressure, with second-quarter net sales of $264 million declining 12% and comparable sales falling 12%. Management said the brand is focused on disciplined execution, improving inventory productivity and rebuilding customer engagement through stronger product and storytelling. We had anticipated sales of $2.1 billion for Old Navy, $476.5 million for Banana Republic and $280.5 million for Athleta. Gap reported a gross margin of 52.8%, benefiting from adjustment related to the expected recovery of tariffs previously impo…Read full document

The Gap, Inc. GAP reported adjusted earnings of 52 cents per share for the second quarter of fiscal 2026, down 8.8% year over year but came above the Zacks Consensus Estimate of 50 cents. Revenues of $3.65 billion declined 2% year over year and missed the consensus mark of $3.72 billion by 1.9%. Comparable sales fell 1%, while gross margin strength helped the company exceed profit expectations. Gap delivered a 10% comparable-sales increase, while Old Navy declined 4% and Athleta fell 12%. Management highlighted disciplined pricing, inventory management and stronger execution at key brands as drivers of profitability.As a result, Gap’s shares have jumped nearly 15% in after-hours trading yesterday. This Zacks Rank #3 (Hold) stock has dipped 0.8% in the past three months compared with the industry’s 9.5% decline. Store sales decreased 3%, while online sales declined 1% and represented 35% of total net sales. The Gap brand remained the strongest performer in the portfolio. Net sales reached $844 million, up 9% year over year, while comparable sales increased 10%. Management attributed the performance to culturally relevant storytelling and strength in destination categories such as denim, fleece, and kids and baby. Our model had expected Gap brand's sales of $833.9 million for the reported quarter. The Gap, Inc. price-consensus-chart | The Gap, Inc. Quote Old Navy generated second-quarter net sales of $2.1 billion, down 4% year over year, with comparable sales also declining 4%. Management said weaker women’s seasonal assortments and an unexpected slowdown in traffic pressured results. Banana Republic delivered improvement, with net sales of $478 million, up 1%, and comparable sales up 3%. The brand benefited from stronger assortment, marketing and storytelling, with balanced performance across men’s and women’s categories. Athleta remained under pressure, with second-quarter net sales of $264 million declining 12% and comparable sales falling 12%. Management said the brand is focused on disciplined execution, improving inventory productivity and rebuilding customer engagement through stronger product and storytelling. We had anticipated sales of $2.1 billion for Old Navy, $476.5 million for Banana Republic and $280.5 million for Athleta. Gap reported a gross margin of 52.8%, benefiting from adjustment related to the expected recovery of tariffs previously imposed under the International Emergency Economic Powers Act. Adjusted gross margin, excluding this benefit, was 41.4%, up 20 basis points year over year. Adjusted merchandise margin expanded 80 basis points, supported by the Gap brand and tariff mitigation strategies. However, higher promotional activity at Old Navy partially offset gains. Adjusted operating margin was 7.1%, while adjusted earnings per share came in at $0.52. Gap ended the quarter with $2.5 billion in cash, cash equivalents and short-term investments, while year-to-date net cash from operating activities totaled $550 million. Free cash flow reached $261 million year to date. The company returned $262 million to shareholders during the quarter through share repurchases and dividends. Year to date, Gap has returned $726 million to shareholders, including $601 million of share repurchases and $125 million of dividends. Gap updated its fiscal 2026 outlook, expecting full-year net sales growth of 1-1.5%, compared with the prior forecast of 1-2%. The company now expects Gap comparable sales growth in the high-single to low-double-digit range and Old Navy comparable sales to be flat to down 1%.The company raised its adjusted operating margin outlook to 7.4-7.6% from 7.3-7.5% previously. Adjusted earnings per share guidance increased to $2.35-$2.45, supported by improved gross margin expectations and a lower weighted average share count following repurchase activity. We have highlighted three better-ranked stocks, namely, Target Corporation TGT, American Eagle Outfitters AEO and Boot Barn Holdings, Inc. BOOT.Target offers guests fashionable, differentiated merchandise and everyday essentials at discounted prices. It currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Target’s current financial-year sales and EPS indicates growth of 4.4% and 11.4%, respectively, from the year-ago reported numbers. TGT delivered a trailing four-quarter earnings surprise of 10.5%, on average.American Eagle is a specialty retailer of casual apparel, accessories and footwear. The company currently carries a Zacks Rank #2 (Buy). The consensus estimate for AEO’s current financial-year sales and EPS indicates growth of 5.7% and 17.3%, respectively, from the year-ago reported numbers. AEO delivered a trailing four-quarter earnings surprise of 48.5%, on average.Boot Barn is a leading lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. It currently has a Zacks Rank of 2.The Zacks Consensus Estimate for Boot Barn’s current financial-year sales and EPS is expected to rise 15.7% and 22.6%, respectively, from the year-ago reported figures. BOOT delivered a trailing four-quarter earnings surprise of 11.4%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Gap, Inc. (GAP) : Free Stock Analysis Report Target Corporation (TGT) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Boot Barn Holdings, Inc. (BOOT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-27

URBN Q2 Earnings Meet Estimates, Stock Up 9.5% on Broad-Based Growth

Zacks
Urban Outfitters, Inc. URBN reported strong second-quarter fiscal 2027 results, with earnings matching the Zacks Consensus Estimate, while revenues surpassed the consensus mark. Also, both metrics improved from the prior-year quarter’s reported figures. The company delivered record second-quarter sales and profits, marking its eighth consecutive quarter of record performance. As a result, shares of URBN increased 9.5% yesterday.Management highlighted broad-based momentum across the Retail, Subscription and Wholesale segments, along with continued customer engagement and disciplined execution. All Retail segment brands posted positive comparable sales growth, while Nuuly continued to scale rapidly on strong subscriber growth. The Wholesale segment delivered robust double-digit gains, led by the FP Group. Urban Outfitters, Inc. price-consensus-eps-surprise-chart | Urban Outfitters, Inc. Quote This lifestyle specialty retailer delivered adjusted earnings per share of $1.72, in line with the Zacks Consensus Estimate. Adjusted earnings increased 8.9% year over year. The company’s earnings per share were $2.78 compared with $1.58 in the prior-year quarter.Net sales increased 10.4% year over year to $1,661.9 million, beating the consensus mark of $1,648 million. The sales performance benefited from strength across Retail, Wholesale and Subscription operations. Total Retail segment net sales rose 8% year over year to $1.39 billion, while comparable Retail segment sales increased 6.2%. Growth in comparable sales was driven by high-single-digit gains in digital channel sales and mid-single-digit growth in retail store sales. Comparable Retail segment sales increased 10% at FP Group, 8.4% at Urban Outfitters and 3% at Anthropologie. We estimated the Retail segment’s sales to increase 7.4% year over year.Within the FP Group, total sales increased 15% year over year to $478.1 million, driven by continued momentum across both Retail and Wholesale operations. Free People and FP Movement continued to benefit from strong customer demand, while the FP Group Wholesale segment delivered a 19% increase in revenues. Urban Outfitters posted an 8% comparable-sales increase, supported by strength across North America and Europe.The Wholesale segment posted net sales growth of 18.6%, driven by a 19.2% increase in FP Group wholesale sales due to higher sales to specialty customers and…Read full document

Urban Outfitters, Inc. URBN reported strong second-quarter fiscal 2027 results, with earnings matching the Zacks Consensus Estimate, while revenues surpassed the consensus mark. Also, both metrics improved from the prior-year quarter’s reported figures. The company delivered record second-quarter sales and profits, marking its eighth consecutive quarter of record performance. As a result, shares of URBN increased 9.5% yesterday.Management highlighted broad-based momentum across the Retail, Subscription and Wholesale segments, along with continued customer engagement and disciplined execution. All Retail segment brands posted positive comparable sales growth, while Nuuly continued to scale rapidly on strong subscriber growth. The Wholesale segment delivered robust double-digit gains, led by the FP Group. Urban Outfitters, Inc. price-consensus-eps-surprise-chart | Urban Outfitters, Inc. Quote This lifestyle specialty retailer delivered adjusted earnings per share of $1.72, in line with the Zacks Consensus Estimate. Adjusted earnings increased 8.9% year over year. The company’s earnings per share were $2.78 compared with $1.58 in the prior-year quarter.Net sales increased 10.4% year over year to $1,661.9 million, beating the consensus mark of $1,648 million. The sales performance benefited from strength across Retail, Wholesale and Subscription operations. Total Retail segment net sales rose 8% year over year to $1.39 billion, while comparable Retail segment sales increased 6.2%. Growth in comparable sales was driven by high-single-digit gains in digital channel sales and mid-single-digit growth in retail store sales. Comparable Retail segment sales increased 10% at FP Group, 8.4% at Urban Outfitters and 3% at Anthropologie. We estimated the Retail segment’s sales to increase 7.4% year over year.Within the FP Group, total sales increased 15% year over year to $478.1 million, driven by continued momentum across both Retail and Wholesale operations. Free People and FP Movement continued to benefit from strong customer demand, while the FP Group Wholesale segment delivered a 19% increase in revenues. Urban Outfitters posted an 8% comparable-sales increase, supported by strength across North America and Europe.The Wholesale segment posted net sales growth of 18.6%, driven by a 19.2% increase in FP Group wholesale sales due to higher sales to specialty customers and department stores.Nuuly, the company’s women’s apparel subscription rental service, continued to witness strong momentum. Subscription segment net sales increased 28.6% year over year to $178.6 million, primarily driven by a 30.4% increase in average active subscribers. Average active subscribers reached 484,000 during the quarter, while the subscriber base crossed 500,000 in early June. We estimated the Nuuly segment’s sales to rise 18.7% year over year. Gross profit rose 27.4% year over year to $721.6 million in the fiscal second quarter, mainly driven by higher net sales during the period. However, the reported gross margin increased 580 basis points year over year to 43.4%, which beat our estimate of 37.4% and benefited from a $95.7-million IEEPA tariff refund. Adjusted gross margin increased 4 basis points to 37.7%. The improvement was primarily driven by benefits from store occupancy costs from higher comparable Retail store sales and leverage in delivery expenses from initiatives that helped offset fuel-surcharge costs. These benefits were partly offset by higher Retail markdowns at Anthropologie and the negative impacts of tariffs and inbound freight fuel surcharges on initial merchandise costs.Selling, general and administrative (SG&A) expenses increased 10.5% year over year to approximately $433 million. Our model estimated SG&A expenses to increase 8.8% year over year in the fiscal second quarter. The increase was primarily driven by higher marketing investments to support customer growth and increased sales in the Retail and Subscription segments, along with higher store payroll expenses. These increases were partly offset by leverage in store payroll expenses resulting from higher Retail store sales. The company continued to invest in artificial intelligence technology to support its current and future operations. As a percentage of net sales, SG&A expenses remained flat at 26%, which met our estimate. URBN reported adjusted operating income of $193.1 million, up 11% from $174.4 million in the prior-year quarter. The adjusted operating margin improved 3 basis points year over year to 11.6%, reflecting the increase in adjusted gross margin. In the first six months of fiscal 2027, the company opened 23 stores and closed six stores. Store openings included four Anthropologie, seven Free People, 10 FP Movement and two Urban Outfitters stores, while closures included one Anthropologie, one FP Movement, three Urban Outfitters and one Menus & Venues location.As of July 31, 2026, URBN operated 252 Urban Outfitters stores, 257 Anthropologie stores and 284 FP Group stores, including 97 FP Movement locations. The company operated eight Menus & Venues restaurants and nine franchisee-owned stores. As of July 31, 2026, Urban Outfitters had cash and cash equivalents of $598.8 million, up from $332.2 million in the prior-year period. Marketable securities totaled $346.8 million, while total shareholders’ equity stood at $2.85 billion at the quarter-end.As of July 31, 2026, total inventory increased 11.8% year over year to $778.5 million. Total Retail segment inventory rose 12%, while comparable Retail segment inventory increased 8.4%. Wholesale segment inventory increased 10%. The increase in Retail inventory was primarily due to higher net sales and the timing of inventory receipts, while the increase in Wholesale inventory reflected higher sales.During the first six months of fiscal 2027, the company repurchased and retired 4.6 million shares for approximately $300 million. As of July 31, 2026, 10 million common shares remained authorized for repurchase under the existing program. Urban Outfitters’ management expects third-quarter fiscal 2027 total company sales to grow in the high-single-digit range, supported by continued momentum across the Retail, Wholesale and Subscription businesses.The Retail segment’s comparable sales are projected to increase in the mid-single-digit range, driven by high-single-digit growth at FP Group, mid-single-digit growth at Urban Outfitters and low-to-mid-single-digit growth at Anthropologie. Nuuly is expected to post high-twenties revenue growth, while the Wholesale segment is projected to generate low-teens growth.For the fiscal third quarter, URBN expects the gross profit margin to increase 25-50 basis points year over year. The anticipated improvement primarily reflects higher initial merchandise margins due to lower tariffs and leverage in occupancy costs, partly offset by higher fuel surcharges.Management anticipates fuel surcharges to continue affecting the business through the remainder of fiscal 2027. The company noted that these surcharges are expected to create an unfavorable impact through higher inbound freight and delivery expenses.Management expects third-quarter SG&A expenses to grow in line with or slightly below sales growth, reflecting continued investments in marketing, technology and AI initiatives while benefiting from leverage in store payroll and occupancy expenses. For fiscal 2027, management maintains its expectation for positive high-single-digit total company sales growth. The outlook reflects continued momentum across the portfolio, with Retail comparable sales expected to grow in the mid-single-digit range, Nuuly revenues projected to increase in the high-20% range and Wholesale revenues anticipated to grow in the low-teens range.URBN expects fiscal 2027 gross margin to expand by approximately 25 basis points year over year. Management sees an incremental margin opportunity in the second half, primarily from improved initial merchandise margins as tariff pressures moderate. However, fuel surcharges are expected to remain a headwind through the remainder of the fiscal year.For the full year, SG&A is expected to grow in line with sales, while inventory growth is expected to remain at or below sales growth as the company continues to focus on improving product turns. Management also plans to continue investing in marketing, technology and AI initiatives to support customer acquisition and long-term growth.Capital expenditures for fiscal 2027 are planned at approximately $475 million. Approximately 35% of spending is expected to be allocated to retail store expansion and support, 50% to logistics investments and the remaining 15% to technology investments and home-office expansion. The logistics investments are intended to expand capacity and automation across the Subscription and Retail businesses.URBN expects to open approximately 54 new stores and close approximately 18 stores during fiscal 2027. Net new store growth is expected to be primarily driven by FP Movement. The company plans to open 21 FP Movement, 12 Free People, 12 Anthropologie and eight Urban Outfitters stores during the year. URBN Stock Past Three-Month Performance Image Source: Zacks Investment Research Management expressed confidence as it enters the second half, citing double-digit sales and profit growth at Free People and FP Movement, positive comparable sales at Anthropologie and high-single-digit comparable sales at Urban Outfitters in both North America and Europe. Management also emphasized URBN’s multi-brand strategy and structural diversification across brands, demographics, product categories, distribution channels and geographies.Shares of the Zacks Rank #2 (Buy) company have gained 10.8% in the past three months against the industry’s 11.7% decline. FIGS, Inc. FIGS is an apparel company focused on the healthcare industry. Its offerings include lab coats, jackets, footwear, bags, socks and other accessories used by healthcare professionals. The company carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.The Zacks Consensus Estimate for FIGS’ current financial-year earnings and sales suggests growth of 89.5% and 18.2%, respectively, from the year-ago actuals. FIGS delivered a trailing four-quarter average earnings surprise of 201.8%.Boot Barn Holdings, Inc. BOOT is the largest lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. The company also holds a Zacks Rank #2 at present. The Zacks Consensus Estimate for Boot Barn’s current fiscal-year earnings and sales suggests growth of 22.6% and 15.7%, respectively, from the year-ago actuals. BOOT delivered a trailing four-quarter average earnings surprise of 11.4%.American Eagle Outfitters Inc. AEO is a specialty retailer of casual apparel, accessories and footwear. It carries a Zacks Rank of 2 at present.The Zacks Consensus Estimate for American Eagle's current fiscal-year earnings and sales suggests growth of 17.3% and 5.7%, respectively, from the year-ago actuals. AEO delivered a trailing four-quarter average earnings surprise of 48.5%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Urban Outfitters, Inc. (URBN) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Boot Barn Holdings, Inc. (BOOT) : Free Stock Analysis Report FIGS, Inc. (FIGS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-27

American Eagle Outfitters (AEO) Could Be 11% Undervalued Following Earnings Focus

Simply Wall St.
American Eagle Outfitters (AEO) is drawing attention ahead of its second quarter fiscal 2026 results on September 9, 2026, following a recent 1.07% share price decline. The upcoming release is expected to show earnings per share down 53.33% from last year, while revenue is projected to be higher by 6.48%. These mixed indicators are prompting investors to reassess how the stock’s current valuation aligns with the latest expectations. Over the past year, American Eagle Outfitters has delivered a 36.71% total shareholder return, even as the share price is down 33.27% year to date and the latest close at US$17.59 comes after a recent pullback and short term volatility around earnings expectations. Scan beyond American Eagle Outfitters ahead of earnings and compare it with a hand picked 51 high quality undervalued stocks that also pair solid cash flows with robust balance sheets. Bulls point to American Eagle Outfitters’ recent revenue growth and long term total returns. Bears focus on the sharp year to date share price decline and an expected EPS drop. Which side does the current valuation support next? The most followed narrative currently places American Eagle Outfitters fair value at $19.50, which is above the latest close at $17.59 and frames the recent pullback as a discount to that view. Read the complete narrative. Read the complete narrative. Want to see what justifies that higher fair value for American Eagle Outfitters? The narrative hinges on a specific mix of revenue growth, margin improvement and a future earnings multiple that differs from today. The detailed projections sit behind that single number. Result: Fair Value of $19.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear risks to the American Eagle Outfitters story, including softer consumer demand and higher markdowns, which could pressure revenue and margins. Find out about the key risks to this American Eagle Outfitters narrative. Mixed messages or clear opportunity for American Eagle Outfitters? With both risks and rewards in play, review the full picture in the 4 key rewards and 1 important warning sign. If you want to keep sharpening your portfolio around American Eagle Outfitters, the next smart step is to scan for other stocks that match your standards. Use these focused stock lists on Simply Wall St and avo…Read full document

American Eagle Outfitters (AEO) is drawing attention ahead of its second quarter fiscal 2026 results on September 9, 2026, following a recent 1.07% share price decline. The upcoming release is expected to show earnings per share down 53.33% from last year, while revenue is projected to be higher by 6.48%. These mixed indicators are prompting investors to reassess how the stock’s current valuation aligns with the latest expectations. Over the past year, American Eagle Outfitters has delivered a 36.71% total shareholder return, even as the share price is down 33.27% year to date and the latest close at US$17.59 comes after a recent pullback and short term volatility around earnings expectations. Scan beyond American Eagle Outfitters ahead of earnings and compare it with a hand picked 51 high quality undervalued stocks that also pair solid cash flows with robust balance sheets. Bulls point to American Eagle Outfitters’ recent revenue growth and long term total returns. Bears focus on the sharp year to date share price decline and an expected EPS drop. Which side does the current valuation support next? The most followed narrative currently places American Eagle Outfitters fair value at $19.50, which is above the latest close at $17.59 and frames the recent pullback as a discount to that view. Read the complete narrative. Read the complete narrative. Want to see what justifies that higher fair value for American Eagle Outfitters? The narrative hinges on a specific mix of revenue growth, margin improvement and a future earnings multiple that differs from today. The detailed projections sit behind that single number. Result: Fair Value of $19.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear risks to the American Eagle Outfitters story, including softer consumer demand and higher markdowns, which could pressure revenue and margins. Find out about the key risks to this American Eagle Outfitters narrative. Mixed messages or clear opportunity for American Eagle Outfitters? With both risks and rewards in play, review the full picture in the 4 key rewards and 1 important warning sign. If you want to keep sharpening your portfolio around American Eagle Outfitters, the next smart step is to scan for other stocks that match your standards. Use these focused stock lists on Simply Wall St and avoid missing opportunities that fit your risk, income, and quality preferences. Target higher potential returns by reviewing a carefully filtered group of smaller companies through the 23 elite penny stocks with strong financials that meet strict financial criteria. Strengthen your income stream by checking companies in the 11 dividend fortresses that combine sizeable yields with balance sheets that support ongoing payments. Protect your downside by starting with the 75 resilient stocks with low risk scores that highlights stocks assessed as having more resilient risk profiles. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include AEO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Investor releaseQuarter not tagged2026-08-27

American Eagle Set to Report Q2 Earnings: What's in the Offing?

Zacks
American Eagle Outfitters, Inc. AEO is expected to register growth in its top line when it reports second-quarter fiscal 2026 results on Sept. 9, after market close. The Zacks Consensus Estimate for revenues is pegged at $1.37 billion, which indicates a rise of 6.5% from the year-ago figure. American Eagle Outfitters, Inc. price-consensus-eps-surprise-chart | American Eagle Outfitters, Inc. Quote The consensus estimate for quarterly earnings is pegged at 21 cents per share, indicating a 53.3% decline from the year-ago quarter's number. However, the consensus estimate for earnings has remained stable in the past 30 days.The company’s earnings beat the consensus estimate by 27.3% in the last reported quarter. AEO delivered an earnings surprise of 48.6% in the trailing four quarters, on average. AEO’s second-quarter performance is likely to have benefited from continued momentum at Aerie and OFFLINE, supported by healthy demand across product categories and selling channels. Aerie’s strength appears to be broad-based, reflecting compelling assortments, stronger brand visibility and deep customer engagement. The brand’s head-to-toe merchandising approach across intimates, sleepwear and apparel has also encouraged customers to build complete outfits, while disciplined promotions and targeted pricing strategies have supported healthier selling trends. OFFLINE has remained another important growth driver, with customers responding well to fresh silhouettes, coordinated sets, new fabrications and curated product drops.At the American Eagle brand, improving trends in several categories may also have supported the quarter. Men’s apparel has maintained momentum across tops and bottoms, while women’s fashion tops and tees have continued to attract customers. Management also noted encouraging signs of improvement in the women’s business as the quarter progressed, aided by quick merchandising adjustments and a sharper focus on styles and fits showing stronger demand. The company’s ability to chase winning products and introduce fresh assortments could have helped it respond more effectively to changing customer preferences during the summer selling period.AEO’s elevated marketing efforts and customer-engagement initiatives are another factor likely to have aided demand. Across American Eagle and Aerie, the company has been investing in campaigns, influencer programs, crea…Read full document

American Eagle Outfitters, Inc. AEO is expected to register growth in its top line when it reports second-quarter fiscal 2026 results on Sept. 9, after market close. The Zacks Consensus Estimate for revenues is pegged at $1.37 billion, which indicates a rise of 6.5% from the year-ago figure. American Eagle Outfitters, Inc. price-consensus-eps-surprise-chart | American Eagle Outfitters, Inc. Quote The consensus estimate for quarterly earnings is pegged at 21 cents per share, indicating a 53.3% decline from the year-ago quarter's number. However, the consensus estimate for earnings has remained stable in the past 30 days.The company’s earnings beat the consensus estimate by 27.3% in the last reported quarter. AEO delivered an earnings surprise of 48.6% in the trailing four quarters, on average. AEO’s second-quarter performance is likely to have benefited from continued momentum at Aerie and OFFLINE, supported by healthy demand across product categories and selling channels. Aerie’s strength appears to be broad-based, reflecting compelling assortments, stronger brand visibility and deep customer engagement. The brand’s head-to-toe merchandising approach across intimates, sleepwear and apparel has also encouraged customers to build complete outfits, while disciplined promotions and targeted pricing strategies have supported healthier selling trends. OFFLINE has remained another important growth driver, with customers responding well to fresh silhouettes, coordinated sets, new fabrications and curated product drops.At the American Eagle brand, improving trends in several categories may also have supported the quarter. Men’s apparel has maintained momentum across tops and bottoms, while women’s fashion tops and tees have continued to attract customers. Management also noted encouraging signs of improvement in the women’s business as the quarter progressed, aided by quick merchandising adjustments and a sharper focus on styles and fits showing stronger demand. The company’s ability to chase winning products and introduce fresh assortments could have helped it respond more effectively to changing customer preferences during the summer selling period.AEO’s elevated marketing efforts and customer-engagement initiatives are another factor likely to have aided demand. Across American Eagle and Aerie, the company has been investing in campaigns, influencer programs, creator communities and entertainment partnerships designed to strengthen brand awareness and attract both new and existing customers. American Eagle has also been shifting its focus toward improving conversion, while digital engagement showed encouraging momentum heading into the quarter. Meanwhile, the opening of the company’s new West Coast distribution center should support better inventory placement and fulfillment flexibility, strengthening AEO’s ability to serve demand across stores and digital channels.Nevertheless, several pressures may have weighed on second-quarter profitability. American Eagle entered the period with softness in women’s bottoms, particularly denim, and management expected additional markdown activity as it worked to clear less productive merchandise and improve inventory quality ahead of the key back-to-school season. Tariffs also represented a meaningful cost headwind compared with the prior year, while continued spending on advertising was expected to increase operating expenses. In addition, management acknowledged a competitive and fluid retail environment, making disciplined execution, product relevance and effective promotional management especially important for preserving margins.Our model predicts second-quarter fiscal 2026 total revenues to increase 6.2% year over year. We expect sales for the American Eagle brand to decline 1%. Sales for the Aerie brand are expected to increase by 19.4%. Our proven model does not conclusively predict an earnings beat for American Eagle this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But this is not the case here.American Eagle currently has an Earnings ESP of -4.00% and a Zacks Rank of 2. You can uncover the best stocks before they’re reported with our Earnings ESP Filter. With a forward 12-month price-to-earnings ratio of 9.55X, below the high level of 18.29X and the Retail - Apparel and Shoes industry’s average of 13.05X, the stock offers compelling value for investors seeking exposure to the sector. Image Source: Zacks Investment Research AEO stock has lost 21.9% in the past six months compared with the industry’s 17.5% decline. Image Source: Zacks Investment Research Here are three companies, which, according to our model, have the right combination of elements to post an earnings beat this season:Victoria's Secret VSXY has an Earnings ESP of +5.20% and currently sports a Zacks Rank of 1. The company is likely to register growth in the top and bottom lines when it reports second-quarter fiscal 2026 results. The consensus mark for VSXY’s quarterly revenues is pegged at $1.6 billion, which indicates an 11.2% rise from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.The consensus mark for VXSY’s quarterly earnings has moved up by a penny in the past 30 days to 77 cents per share. The consensus estimate indicates a significant 133% rise from the year-ago quarter’s actual. VSXY has an average trailing four-quarter earnings surprise of 81.9%.Costco Wholesale Corporation COST currently has an Earnings ESP of +1.45% and a Zacks Rank of 3. The Zacks Consensus Estimate for its upcoming quarter’s revenues is pegged at $94.46 billion, indicating a 9.6% rise from the figure reported in the prior-year quarter.The consensus estimate for Costco’s earnings is pegged at $6.51 per share, implying 10.9% growth from the year-ago quarter. COST delivered a trailing four-quarter earnings surprise of 1%, on average.Deckers Outdoors Corporation DECK currently has an Earnings ESP of +1.60% and a Zacks Rank of 3. The Zacks Consensus Estimate for its upcoming quarter’s revenues is pegged at $1.5 billion, indicating a 5.6% rise from the figure reported in the prior-year quarter.The consensus estimate for Costco’s earnings is pegged at $1.8 per share, implying a 1.1% decline from the year-ago quarter. DECK delivered a trailing four-quarter earnings surprise of 15.2%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Deckers Outdoor Corporation (DECK) : Free Stock Analysis Report Costco Wholesale Corporation (COST) : Free Stock Analysis Report Victoria's Secret & Co. (VSXY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-27

Abercrombie's Shares Rise 36% on Q2 Earnings Beat on Tariff Refunds

Zacks
Abercrombie & Fitch Co. ANF delivered second-quarter fiscal 2026 results that topped expectations. It reported earnings per share (EPS) of $2.42 and adjusted EPS of $4.17. The Zacks Consensus Estimate is pegged at $1.95. Revenues rose 4.8% year over year to $1.27 billion, beating the consensus estimate of $1.24 billion by 1.9%.The quarter benefited from record net sales, broad-based regional growth and a strong operating performance. Comparable sales were flat on a constant-currency basis, while both Abercrombie and Hollister brands posted record second-quarter sales.As a result, ANF’s shares have gained 35.7% during trading hours yesterday. This Zacks Rank #2 (Buy) company stock has surged 51.8% in the past six months against the industry’s 14.4% decline. Image Source: Zacks Investment Research Abercrombie reported net sales of $1.27 billion in the second quarter of fiscal 2026, up 5% year over year. The company marked its 15th consecutive quarter of growth, supported by higher sales across regions and brands.The Americas remained the largest contributor, with sales increasing 5% year over year to $1.02 billion and comparable sales rising 1%. APAC sales climbed 19% to $44.2 million, with comparable sales up 13%, while EMEA sales grew 2% to $202 million despite comparable sales declining 4%. Abercrombie brand generated net sales of $596.8 million, up 8% year over year, with comparable sales increasing 4%. Hollister sales reached $669.9 million, up 2%, although comparable sales declined 3%. We had expected sales to rise 2.1% year over year to $563.7 million for Abercrombie and 4% to $683.1 million for Hollister. The brand performance highlighted continued strength in the company’s core lifestyle offerings. Management noted that both brands achieved record second-quarter net sales, with Abercrombie brands leading overall growth. Abercrombie & Fitch Company price-consensus-eps-surprise-chart | Abercrombie & Fitch Company Quote ANF posted adjusted operating income of $252.7 million, up 50.3% from the year-ago quarter. Adjusted operating margin improved to 19.9% from 13.9%. The company benefited from approximately $100 million of IEEPA tariff refunds, which reduced cost of sales and supported profitability.Selling expense increased to $444 million, up 18.3% from the year-ago quarter, while general and administrative expense rose to $204.8 million, up 16.8% from t…Read full document

Abercrombie & Fitch Co. ANF delivered second-quarter fiscal 2026 results that topped expectations. It reported earnings per share (EPS) of $2.42 and adjusted EPS of $4.17. The Zacks Consensus Estimate is pegged at $1.95. Revenues rose 4.8% year over year to $1.27 billion, beating the consensus estimate of $1.24 billion by 1.9%.The quarter benefited from record net sales, broad-based regional growth and a strong operating performance. Comparable sales were flat on a constant-currency basis, while both Abercrombie and Hollister brands posted record second-quarter sales.As a result, ANF’s shares have gained 35.7% during trading hours yesterday. This Zacks Rank #2 (Buy) company stock has surged 51.8% in the past six months against the industry’s 14.4% decline. Image Source: Zacks Investment Research Abercrombie reported net sales of $1.27 billion in the second quarter of fiscal 2026, up 5% year over year. The company marked its 15th consecutive quarter of growth, supported by higher sales across regions and brands.The Americas remained the largest contributor, with sales increasing 5% year over year to $1.02 billion and comparable sales rising 1%. APAC sales climbed 19% to $44.2 million, with comparable sales up 13%, while EMEA sales grew 2% to $202 million despite comparable sales declining 4%. Abercrombie brand generated net sales of $596.8 million, up 8% year over year, with comparable sales increasing 4%. Hollister sales reached $669.9 million, up 2%, although comparable sales declined 3%. We had expected sales to rise 2.1% year over year to $563.7 million for Abercrombie and 4% to $683.1 million for Hollister. The brand performance highlighted continued strength in the company’s core lifestyle offerings. Management noted that both brands achieved record second-quarter net sales, with Abercrombie brands leading overall growth. Abercrombie & Fitch Company price-consensus-eps-surprise-chart | Abercrombie & Fitch Company Quote ANF posted adjusted operating income of $252.7 million, up 50.3% from the year-ago quarter. Adjusted operating margin improved to 19.9% from 13.9%. The company benefited from approximately $100 million of IEEPA tariff refunds, which reduced cost of sales and supported profitability.Selling expense increased to $444 million, up 18.3% from the year-ago quarter, while general and administrative expense rose to $204.8 million, up 16.8% from the year-ago quarter. Higher investments in stores, marketing and payroll partially offset the benefit from stronger sales and tariff refunds. ANF ended the quarter with cash and equivalents of $627.7 million and total liquidity of approximately $1.1 billion, including available borrowing capacity under its ABL facility. Inventory stood at $591.7 million compared with $593 million in the prior-year period.The company continued returning capital to shareholders, repurchasing 2 million shares for approximately $177 million during the quarter. Year to date, ANF repurchased 3.2 million shares for $282 million, reducing shares outstanding by 7% from the beginning of the year. Abercrombie raised its fiscal 2026 outlook, now expecting net sales growth of around 5% compared with the prior forecast of 3-5%. The company also increased its operating margin outlook to 14.5-15% from 12-12.5%.For the fiscal year, ANF expects net income per diluted share of $13.10-$13.60 and share repurchases of at least $500 million. Capital expenditures are projected at around $250 million, while the company continues to plan approximately 30 net store openings, 80 remodels and rightsizes, and 20 closures. We have highlighted three other top-ranked stocks, namely, Target Corporation TGT, American Eagle Outfitters AEO and Boot Barn Holdings, Inc. BOOT.Target offers guests fashionable, differentiated merchandise and everyday essentials at discounted prices. It currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Target’s current financial-year sales and EPS indicates growth of 4.4% and 11.4%, respectively, from the year-ago reported numbers. TGT delivered a trailing four-quarter earnings surprise of 10.5%, on average.American Eagle is a specialty retailer of casual apparel, accessories and footwear. The company currently carries a Zacks Rank of 2. The consensus estimate for AEO’s current financial-year sales and EPS indicates growth of 5.7% and 17.3%, respectively, from the year-ago reported numbers. AEO delivered a trailing four-quarter earnings surprise of 48.5%, on average.Boot Barn is a leading lifestyle retailer in the United States, specializing in western and work-related footwear, apparel, and accessories, which currently has a Zacks Rank of 2.The Zacks Consensus Estimate for Boot Barn’s current financial-year sales and EPS is expected to rise 15.7% and 22.6%, respectively, from the year-ago reported figures. BOOT delivered a trailing four-quarter earnings surprise of 11.4%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Abercrombie & Fitch Company (ANF) : Free Stock Analysis Report Target Corporation (TGT) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Boot Barn Holdings, Inc. (BOOT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-27

DLTR Q2 Earnings Beat Estimates on Margin Gains and Higher Comps

Zacks
Dollar Tree, Inc. DLTR posted solid second-quarter fiscal 2026 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Both metrics increased year over year. Quarterly results benefited from solid comparable-store sales growth and improved margins, supported by the net impact of tariff refunds, lower tariff rates, favorable shrink and occupancy leverage. Dollar Tree, Inc. price-consensus-eps-surprise-chart | Dollar Tree, Inc. Quote Dollar Tree’s adjusted earnings per share (EPS) of $1.39, excluding the $1.31 per-share net tariff-refund benefit, rose 80.5% from 77 cents a year ago and beat the $1.13 consensus by 23.0%.Shares of this Zacks Rank #3 (Hold) company have gained 17.5% in the past year compared with the industry’s 10.4% growth. Image Source: Zacks Investment Research Net sales increased 7% year over year to $4.89 billion and surpassed the $4.86 billion consensus by 0.7%. Comparable-store sales advanced 3.7%, driven by a 3.3% increase in average ticket and 0.4% traffic growth. Lower tariff rates, favorable shrink and occupancy leverage also supported profitability.Profitability improved meaningfully as gross profit margin expanded 850 basis points year over year to 42.9%. About 680 basis points of that increase came from the net impact of tariff refunds, while the remaining improvement reflected lower tariff rates, favorable shrink and occupancy leverage, partly offset by sales mix.Selling, general and administrative (SG&A) costs decreased 40 basis points to 29.2% of total revenues. Adjusted Operating income rose 198.7% to $690.1 million, with operating margin expanding 900 basis points to 14.1%. Dollar Tree ended the fiscal first quarter with cash and cash equivalents of $1.1 billion, no borrowings under its credit facilities and no commercial paper outstanding. It had a net long-term debt, excluding the current portion, of $2.93 billion and shareholders’ equity of $3.4 billion as of Aug. 1, 2026.DLTR repurchased 5.6 million shares for $605 million during the quarter. Dollar Tree had $2.5 billion remaining under its share-repurchase authorization. In the second quarter, DLTR opened 75 Dollar Tree stores and closed 21, ending the period with 9,436 locations across the United States and Canada. The company converted or added about 710 stores to its multi-price format, bringing the total to roughly 6,600.Multi-price penetratio…Read full document

Dollar Tree, Inc. DLTR posted solid second-quarter fiscal 2026 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Both metrics increased year over year. Quarterly results benefited from solid comparable-store sales growth and improved margins, supported by the net impact of tariff refunds, lower tariff rates, favorable shrink and occupancy leverage. Dollar Tree, Inc. price-consensus-eps-surprise-chart | Dollar Tree, Inc. Quote Dollar Tree’s adjusted earnings per share (EPS) of $1.39, excluding the $1.31 per-share net tariff-refund benefit, rose 80.5% from 77 cents a year ago and beat the $1.13 consensus by 23.0%.Shares of this Zacks Rank #3 (Hold) company have gained 17.5% in the past year compared with the industry’s 10.4% growth. Image Source: Zacks Investment Research Net sales increased 7% year over year to $4.89 billion and surpassed the $4.86 billion consensus by 0.7%. Comparable-store sales advanced 3.7%, driven by a 3.3% increase in average ticket and 0.4% traffic growth. Lower tariff rates, favorable shrink and occupancy leverage also supported profitability.Profitability improved meaningfully as gross profit margin expanded 850 basis points year over year to 42.9%. About 680 basis points of that increase came from the net impact of tariff refunds, while the remaining improvement reflected lower tariff rates, favorable shrink and occupancy leverage, partly offset by sales mix.Selling, general and administrative (SG&A) costs decreased 40 basis points to 29.2% of total revenues. Adjusted Operating income rose 198.7% to $690.1 million, with operating margin expanding 900 basis points to 14.1%. Dollar Tree ended the fiscal first quarter with cash and cash equivalents of $1.1 billion, no borrowings under its credit facilities and no commercial paper outstanding. It had a net long-term debt, excluding the current portion, of $2.93 billion and shareholders’ equity of $3.4 billion as of Aug. 1, 2026.DLTR repurchased 5.6 million shares for $605 million during the quarter. Dollar Tree had $2.5 billion remaining under its share-repurchase authorization. In the second quarter, DLTR opened 75 Dollar Tree stores and closed 21, ending the period with 9,436 locations across the United States and Canada. The company converted or added about 710 stores to its multi-price format, bringing the total to roughly 6,600.Multi-price penetration increased about 400 basis points year over year to 17% of sales. Store standards also improved, with locations rated as "Opportunities" falling to 34% from 52% at the October 2025 Investor Day benchmark, while "Great" stores rose to 27% from 17%. Selling square footage increased 3.4% to 84.0 million square feet. Management increased its fiscal 2026 adjusted EPS outlook to $7.70-$8.05. The updated range includes an approximate 60-cent benefit from the net impact of tariff refunds. Dollar Tree continues to expect net sales of $20.5-$20.7 billion and comparable-store sales growth of 3%-4% for fiscal 2026. The retailer also plans about 400 new store openings and 75 closings for the year, alongside capital expenditures of $1.1-$1.2 billion.For the third quarter of fiscal 2026, the company expects net sales of $5.0-$5.1 billion, supported by comparable-store sales growth of 3%-4%. Adjusted EPS is projected at 80-95 cents. The third-quarter earnings range includes an approximate 50-cent impact from tariff-refund reinvestments. For fiscal 2026, Dollar Tree expects about $275 million, or roughly 130 basis points, of net tariff-refund reinvestment impact on gross margin. Target Corporation TGT offers guests fashionable, differentiated merchandise and everyday essentials at discounted prices. It currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Target’s current financial-year sales and EPS indicates growth of 4.6% and 37.7%, respectively, from the year-ago reported numbers. TGT delivered a trailing four-quarter earnings surprise of 10.5%, on average.Five Below, Inc. FIVE operates as a specialty value retailer in the United States and currently holds a Zacks Rank #2 (Buy). FIVE delivered a trailing four-quarter earnings surprise of 70.1%, on average.The Zacks Consensus Estimate for Five Below’s current fiscal-year sales and earnings calls for growth of 15.1% and 36.7%, respectively, from the year-ago reported numbers.American Eagle Outfitters, Inc. AEO operates as a multi-brand specialty retailer in the United States and internationally. At present, AEO carries a Zacks Rank of 2.The Zacks Consensus Estimate for AEO’s current fiscal-year sales and earnings indicates growth of 5.7% and 17.3%, respectively, from the year-ago figures. American Eagle delivered a trailing four-quarter earnings surprise of 48.5%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dollar Tree, Inc. (DLTR) : Free Stock Analysis Report Target Corporation (TGT) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Five Below, Inc. (FIVE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-26

Abercrombie & Fitch Lifts Full-Year Outlook as Fiscal Second-Quarter Results Top Views

MT Newswires

Abercrombie & Fitch (ANF) raised its full-year outlook on Wednesday as tariff-related refund benefit

Investor releaseQuarter not tagged2026-08-25

AEO Inc. to Report Second Quarter Fiscal 2026 Results on September 9, 2026

Business Wire

PITTSBURGH, August 25, 2026--(BUSINESS WIRE)--American Eagle Outfitters, Inc. (NYSE: AEO) will report its second quarter fiscal 2026 results by press release on Wednesday, September 9, 2026 after market close. At that time, a presentation of AEO’s second quarter results will be available on the company’s website. The company will also host a summary of its second quarter results with a live conference call that will be webcast on Wednesday, September 9, 2026 at 4:30 PM (ET). Webcast: To listen to the live webcast, click here.Replay: A replay will be available approximately 30 minutes following the event's conclusion at this link. The call will be archived and made available online in the Investor Relations section of AEO’s website, www.aeo-inc.com. About American Eagle Outfitters, Inc. American Eagle Outfitters, Inc. (NYSE: AEO) is a leading global specialty retailer with a portfolio of beloved apparel brands including American Eagle, Aerie, OFFL/NE by Aerie, Todd Snyder and Unsubscribed. Rooted in optimism, inclusivity and authenticity, AEO’s brands empower every customer to celebrate their unique personal style by offering casual, comfortable, timeless outfitting and high-quality products that are made to last. AEO Inc. operates stores in the United States, Canada and Mexico, with merchandise available in more than 30 countries through a global network of license partners. Additionally, the company operates a robust e-commerce business across its brands. For more information, visit aeo-inc.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260825313920/en/ Contacts Corporate Communications & Investor [email protected]

As of 2026-09-05 • Updated weeklySource: Earnings sourceIngestion runbook