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Strategies & Market Trends : Value Investing
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To: Sean Collett who wrote (78025)9/3/2025 6:29:14 PM
From: E_K_S1 Recommendation

Recommended By
JohnyP

  Read Replies (2) of 78498
 
Re: American Eagle Outfitters Inc (AEO) 17.21+3.59 (+26.36%)

This was the key thing I was watching:

Based on the available information from their recent earnings report and press releases, American Eagle Outfitters (AEO) did discuss inventory levels.

In their Second Quarter Fiscal 2025 results, which were reported today, AEO highlighted the following:

  • Inventory is better aligned with demand: The company had previously taken an inventory write-down in the first quarter of fiscal 2025, which they stated was to better align their inventory for the season with recent sales trends.

  • Inventory management: They mentioned that they have implemented "increased rigor" into their buying process to improve inventory management.


The balance of expense categories were flat reflecting our ongoing cost management program. Operating income came in at $103,000,000 up 2% for last year. This reflected an operating margin of 8% compared to 7.8% last year. Consolidated ending inventory cost increased 8% with units up 3%. The inventory cost increase is primarily due to the impact of tariffs.

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Earnings call transcript: American Eagle Outfitters Q2 2025 beats expectations with strong EPS

Key Takeaways

  • American Eagle Outfitters reported an EPS of $0.45, surpassing the forecast by 125%.
  • Revenue reached $1.28 billion, a 4.07% surprise over projections.
  • The stock price rose 0.96% in after-hours trading.
  • Strong performance driven by successful marketing campaigns and product innovations.
  • Guidance for Q3 and Q4 indicates low single-digit comparable sales growth.
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My target for my oversized position was $17-$24 /share. Seems like the market likes the earnings posted
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