- \n
- Record revenue increases to $1.4 billion with total comparable sales up 6%<\/i><\/li>\n
- Aerie and OFFLINE total revenue grew 25% \u2013 including 19% comparable sales growth<\/i><\/li>\n
- Updates fiscal 2026 operating income guidance in the range of $540 to $550 million, inclusive of net tariff refund benefit<\/i><\/li>\n<\/ul>\n
PITTSBURGH–(BUSINESS WIRE<\/a>)–
\nAmerican Eagle Outfitters, Inc. (NYSE: AEO) today announced financial results for the second quarter ended August 1, 2026.<\/p>\n\n\u201cThe second quarter reflects the value of our AEO Inc. portfolio, led by the broad-based momentum of Aerie and OFFLINE, alongside encouraging progress at American Eagle. We continue to expand Aerie’s reach and deepen brand awareness, leveraging authentic connections to attract new customers and fuel engagement. AE saw sequential improvement from the first quarter, including the fourth consecutive quarter of growth in men\u2019s, and we remain focused on opportunities to drive greater consistency in the women\u2019s business,\u201d commented Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer – AEO Inc.<\/p>\n
\n\u201cLooking ahead to the second half, we are committed to building on the continued momentum in Aerie and OFFLINE, accelerating improvement at American Eagle, and unlocking greater consistency and profitability across the business,\u201d he concluded.<\/p>\n
Second Quarter 2026 Results:<\/b><\/p>\n
- \n
- \nTotal net revenue of $1.38 billion increased 8% to last year. Total comparable sales increased 6%.<\/p>\n<\/li>\n
- \nAerie comparable sales grew 19%. American Eagle comparable sales decreased 1%.<\/p>\n<\/li>\n
- \nGross profit of $672 million rose 34% from $500 million last year and gross margin of 48.7% expanded 980 basis points.<\/p>\n
- \n
- \nIncluded in gross profit this quarter is a net benefit of $179 million related to tariff refunds, which drove 1300 basis points of the gross margin expansion.<\/p>\n<\/li>\n
- \nMerchandise margins deleveraged 330 basis points, with margin rate improvement in Aerie offset by American Eagle.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n
- \nSelling, general and administrative (SG&A) expenses of $408 million increased 19% and 290 basis points to a rate of 29.6%.<\/p>\n
- \n
- \nIncluded in SG&A this quarter is $18 million, or 130 basis points, oftariff refund related incentive compensation expense, partially offset by tariff refunds received.<\/p>\n<\/li>\n
- \nThe remaining increase was primarily driven by planned investments in advertising.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n
- \nOperating profit was $211 million compared to $103 million last year. Operating margin of 15.3% compared to 8.0% last year.<\/p>\n
- \n
- \nIncluded in operating profit this quarter is a net benefit of $161 million related to tariff refunds, which drove 1170 basis points of the operating margin expansion.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n
- \nOther income of $14 million included a $12 million gain on equity method investments.<\/p>\n<\/li>\n
- \nInterest expense of $47 million increased due to an agreement related to the sale of certain tariff refund claims.<\/p>\n<\/li>\n
- \nDiluted earnings per share of $0.79 compared to $0.45 last year. Average diluted shares outstanding were 170 million.<\/p>\n<\/li>\n<\/ul>\n
Inventory<\/b><\/p>\n
\nConsolidated inventory at cost was up 14%, with units up 9%. The increase in cost includes the impact of incremental tariffs this year. Unit inventory plans will continue to be rebalanced between brands and categories for the remainder of the year.<\/p>\n
Tariff Refunds<\/b><\/p>\n
\nDuring the second quarter, the company received International Emergency Economic Powers Act (IEEPA) tariff refunds of $196 million, including interest. These tariff refunds benefitted the company\u2019s second quarter 2026 results. Accordingly, the company accrued incremental incentive compensation of $35 million in the quarter, which impacted both gross profit and SG&A expenses. The net operating income benefit of tariff refunds was $161 million for the second quarter 2026. The company has received substantially all of the tariff refunds for which it submitted refund claims. Additionally, during the second quarter, the company recorded interest expense of $45 million related to an agreement with a third-party buyer for the sale of certain tariff refund claims entered into during the prior fiscal year.<\/p>\n
Shareholder Returns<\/b><\/p>\n
\nDuring the second quarter, the company returned $21 million to shareholders via a quarterly cash dividend of $0.125 per share, paid to shareholders of record as of July 10, 2026.<\/p>\n
Capital Expenditures<\/b><\/p>\n
\nCapital expenditures totaled $66 million in the second quarter. The company expects 2026 capital expenditures to be in the range of $250 to $260 million.<\/p>\n
Outlook<\/b><\/p>\n
\nAll guidance is based on estimates and includes the impact of IEEPA tariff refunds.<\/p>\n
\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n Third Quarter 2026 Outlook<\/b><\/p>\n<\/td>\n
\n Fiscal Year 2026 Outlook<\/b><\/p>\n<\/td>\n<\/tr>\n
\n \n Comparable Sales<\/b><\/p>\n<\/td>\n
\n \n+Mid-to-High Single Digits<\/p>\n<\/td>\n
\n \n+Mid Single Digits<\/p>\n<\/td>\n<\/tr>\n
\n \n Gross Margin<\/b><\/p>\n<\/td>\n
\n \nFlat YoY<\/p>\n<\/td>\n
\n \nUp YoY<\/p>\n<\/td>\n<\/tr>\n
\n \n SG&A<\/b><\/p>\n<\/td>\n
\n \n+High-Single Digits<\/p>\n<\/td>\n
\n \n+Low-Double Digits<\/p>\n<\/td>\n<\/tr>\n
\n \n Depreciation and Amortization<\/b><\/p>\n<\/td>\n
\n \n$55 M<\/p>\n<\/td>\n
\n \nApproximately $215 M<\/p>\n<\/td>\n<\/tr>\n
\n \n Operating Income<\/b><\/p>\n<\/td>\n
\n \n$110 M to $115 M<\/p>\n<\/td>\n
\n \n$540 M to $550 M<\/p>\n<\/td>\n<\/tr>\n
\n \n Weighted Average Share Count<\/b><\/p>\n<\/td>\n
\n \nLow 170 millions<\/p>\n<\/td>\n
\n \nLow 170 millions<\/p>\n<\/td>\n<\/tr>\n<\/table>\n
Webcast and Supplemental Financial Information<\/b><\/p>\n
\nManagement will host a conference call today at 4:30 p.m. Eastern Time. To access the live webcast and audio replay, please click here<\/a>. Additionally, a financial results presentation is posted in the Investor Relations section on AEO\u2019s website, www.aeo-inc.com<\/a>.<\/p>\n
About American Eagle Outfitters, Inc.<\/b><\/p>\n
\nAmerican 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\u2019s 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.<\/p>\n
\nAEO 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.<\/p>\n
SAFE HARBOR FOR FORWARD-LOOKING STATEMENTS UNDER THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995<\/b><\/p>\n
\nThis release and related statements by management contain \u201cforward-looking statements\u201d (as such term is defined in the Private Securities Litigation Reform Act of 1995), which represent management\u2019s views, expectations, beliefs, assumptions and estimates concerning future events, including, without limitation, expected results for the third quarter and full-year fiscal 2026. All statements other than statements of historical facts contained in this release and related statements by management are forward-looking statements. Words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may, “outlook, “plan,” “potential,” “project,” “should,” “target,” “will,” or “would” or the negative of these terms or other similar expressions may identify forward-looking statements, although not all forward-looking statements contain these identifying words. All forward-looking statements made by the company are inherently uncertain because they are based on assumptions and expectations concerning future events and are subject to change based on many important factors, some of which may be beyond the company\u2019s control. You are cautioned to not unduly rely upon these statements. Any forward-looking statement speaks only as of the date on which such statement is made, and except as may be required by applicable law, we undertake no obligation to publicly update or revise any forward-looking statements whether as a result of new information, future events or otherwise. Because these forward-looking statements involve known and unknown risks and uncertainties, the following important factors, in addition to the risks disclosed in Item 1A., Risk Factors, of our Annual Report on Form 10-K for the fiscal year ended January 31, 2026 and in any other filings that we have made or may in the future make with the Securities and Exchange Commission, in some cases have affected, and in the future could affect, the company’s financial performance and could cause actual results to differ materially from those expressed or implied in any of the forward-looking statements included in this release or otherwise made by management: the risk that the company\u2019s operating, financial and capital plans may not be achieved; our inability to anticipate fluctuations in customer demand and respond to changing consumer preferences and fashion trends and to manage our inventory commensurately; the seasonality of our business; our inability to achieve planned store financial performance and gain market share in the face of declining shopping center traffic or attract customers to our stores; our inability to react to raw material cost, labor and energy cost increases; our inability to respond to changes in e-commerce and leverage omni-channel capabilities; our inability to execute on our key business priorities; our inability to expand internationally; difficulty with our international merchandise sourcing strategies; the impact that foreign trade issues, including import tariffs and other trade restrictions imposed by the U.S., China or other countries have had, and may continue to have, on our product costs, as well as continued uncertainty with respect to tariffs and other trade restrictions, the possibility that product costs may be affected by other foreign trade issues, such as the availability of further tariff refunds, currency exchange rate fluctuations, increasing prices for raw materials, supply chain issues, the potential for a trade war, political instability or other reasons; challenges with information technology systems, including safeguarding against security breaches; changes to U.S. or other countries’ trade policies and tariff and import\/export regulations, and global economic, public health, social, political and financial conditions, and the resulting impact on consumer confidence and consumer spending, as well as other changes in consumer discretionary spending habits, which could have a material adverse effect on our business, results of operations and liquidity. In addition, we operate in a highly competitive and rapidly changing environment; therefore, new risk factors can arise, and it is not possible for management to predict all such risk factors, nor to assess the impact of all such risk factors on our business or the extent to which any individual risk factor, or combination of risk factors, may cause results to differ materially from those contained in any forward-looking statement.<\/p>\n
\nThe use of the \u201ccompany,\u201d \u201cAEO,\u201d \u201cwe,\u201d “us,” and \u201cour\u201d in this release refers to American Eagle Outfitters, Inc.<\/p>\n
\n
\n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n CONSOLIDATED BALANCE SHEETS<\/b><\/td>\n<\/tr>\n \n (Unaudited)<\/i><\/td>\n<\/tr>\n \n (In thousands)<\/i><\/td>\n \n August 1, 2026<\/td>\n \n August 2, 2025<\/td>\n<\/tr>\n \n Assets<\/b><\/td>\n \n \n \n <\/tr>\n \n Current assets:<\/td>\n \n \n \n <\/tr>\n \n Cash and cash equivalents<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n147,954<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n126,780<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Merchandise inventory<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n817,910<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n718,337<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Accounts receivable, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n245,231<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n237,355<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Prepaid expenses<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n103,331<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n167,295<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Other current assets<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n22,257<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n21,335<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Total current assets<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,336,683<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,271,102<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Operating lease right-of-use assets<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,646,845<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,604,457<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Property and equipment, at cost, net of accumulated depreciation<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n814,979<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n773,872<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Goodwill, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n225,181<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n225,231<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Non-current deferred income taxes<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n93,664<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n48,322<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Intangible assets, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n35,974<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n40,674<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Other assets<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n125,495<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n97,374<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Total assets<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n4,278,821<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n4,061,032<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Liabilities and Stockholders\u2019 Equity<\/b><\/td>\n \n \n \n <\/tr>\n \n Current liabilities:<\/td>\n \n \n \n <\/tr>\n \n Accounts payable<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n253,663<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n247,578<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Current portion of operating lease liabilities<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n309,108<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n321,334<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Accrued compensation and payroll taxes<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n94,629<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n49,534<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Unredeemed gift cards and gift certificates<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n62,837<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n57,376<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Accrued income and other taxes<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n29,084<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n30,631<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Other current liabilities and accrued expenses<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n90,067<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n76,932<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Total current liabilities<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n839,388<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n783,385<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Non-current liabilities:<\/td>\n \n \n \n <\/tr>\n \n Non-current operating lease liabilities<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,556,639<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,473,119<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Long-term debt, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n55,000<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n203,000<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Other non-current liabilities<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n65,479<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n56,918<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Total non-current liabilities<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,677,118<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,733,037<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Stockholders\u2019 equity:<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Preferred stock<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n\u2014<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n\u2014<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Common stock<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n2,496<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n2,496<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Contributed capital<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n360,833<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n369,478<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Accumulated other comprehensive loss<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(16,357<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(34,646<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n<\/tr>\n
\n Retained earnings<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n2,678,371<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n2,416,980<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Treasury stock<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(1,261,525<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(1,213,046<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n<\/tr>\n
\n Total AEO stockholders’ equity<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,763,818<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,541,262<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Non-controlling interests<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(1,503<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n3,348<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Total stockholders\u2019 equity<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n1,762,315<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n1,544,610<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Total liabilities and stockholders\u2019 equity<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n4,278,821<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n4,061,032<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Current Ratio<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1.59<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1.62<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n<\/table>\n
\n
\n <\/tr>\n<\/table>\n \n
\n \u00a0<\/td>\n<\/tr>\n<\/table>\n \n
\n \n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n CONSOLIDATED STATEMENTS OF OPERATIONS<\/b><\/td>\n<\/tr>\n \n (Unaudited; Dollars and shares in thousands, except per share amounts)<\/i><\/td>\n<\/tr>\n \n \n \n 13 weeks ended<\/td>\n \n \n <\/tr>\n \n \n \n August 1, 2026<\/td>\n \n August 2, 2025<\/td>\n \n \n <\/tr>\n \n \n \n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n\n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n\n \n <\/tr>\n \n Total net revenue<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n1,380,375<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n100.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n%<\/p>\n<\/td>\n
\n \n$<\/p>\n<\/td>\n
\n \n1,283,675<\/p>\n<\/td>\n
\n \n \n100.0<\/p>\n<\/td>\n
\n \n \n%<\/p>\n<\/td>\n
<\/tr>\n \n Cost of sales, including certain buying, occupancy and warehouse expenses<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n708,311<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n51.3<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n783,713<\/p>\n<\/td>\n
\n \n \n61.1<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Gross profit<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n672,064<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n48.7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n499,962<\/p>\n<\/td>\n
\n \n \n38.9<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Selling, general and administrative expenses<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n408,354<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n29.6<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n342,211<\/p>\n<\/td>\n
\n \n \n26.7<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Depreciation and amortization expense<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n52,305<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n3.8<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n54,666<\/p>\n<\/td>\n
\n \n \n4.2<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Operating income<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n211,405<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n15.3<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n103,085<\/p>\n<\/td>\n
\n \n \n8.0<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Interest expense, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n47,125<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n3.4<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,919<\/p>\n<\/td>\n
\n \n \n0.1<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Other (income) loss, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(13,771<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n(1.0<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n648<\/p>\n<\/td>\n
\n \n \n0.1<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Income before income taxes<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n178,051<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n12.9<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n100,518<\/p>\n<\/td>\n
\n \n \n7.8<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Provision for income taxes<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n44,366<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n3.2<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n23,705<\/p>\n<\/td>\n
\n \n \n1.8<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Net income<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n133,685<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n9.7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n76,813<\/p>\n<\/td>\n
\n \n \n6.0<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Net loss attributable to non-controlling interests<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n399<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n0.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n820<\/p>\n<\/td>\n
\n \n \n0.0<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Net income attributable to AEO<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n134,084<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n9.7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n%<\/p>\n<\/td>\n
\n \n$<\/p>\n<\/td>\n
\n \n77,633<\/p>\n<\/td>\n
\n \n \n6.0<\/p>\n<\/td>\n
\n \n \n%<\/p>\n<\/td>\n
<\/tr>\n \n \n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Basic net income per common share attributable to AEO<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n0.80<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n$<\/p>\n<\/td>\n
\n \n0.45<\/p>\n<\/td>\n
\n \n \n \n <\/tr>\n \n Diluted net income per common share attributable to AEO<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n0.79<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n$<\/p>\n<\/td>\n
\n \n0.45<\/p>\n<\/td>\n
\n \n \n \n <\/tr>\n \n \n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Weighted average common shares outstanding – basic<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n167,059<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n170,756<\/p>\n<\/td>\n
\n \n \n \n <\/tr>\n \n Weighted average common shares outstanding – diluted<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n170,180<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n171,659<\/p>\n<\/td>\n
\n \n \n \n <\/tr>\n<\/table>\n \n
\n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n CONSOLIDATED STATEMENTS OF OPERATIONS<\/b><\/td>\n<\/tr>\n \n (Unaudited; Dollars and shares in thousands, except per share amounts)<\/i><\/td>\n<\/tr>\n \n \n \n 26 weeks ended<\/td>\n \n <\/tr>\n \n \n \n August 1, 2026<\/td>\n \n August 2, 2025<\/td>\n \n <\/tr>\n \n \n \n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n\n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n\n <\/tr>\n \n Total net revenue<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n2,575,660<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n100.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n%<\/p>\n<\/td>\n
\n \n$<\/p>\n<\/td>\n
\n \n2,373,275<\/p>\n<\/td>\n
\n \n \n100.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n%<\/p>\n<\/td>\n
<\/tr>\n \n Cost of sales, including certain buying, occupancy and warehouse expenses<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,447,425<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n56.2<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,550,892<\/p>\n<\/td>\n
\n \n \n65.3<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Gross profit<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,128,235<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n43.8<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n822,383<\/p>\n<\/td>\n
\n \n \n34.7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Selling, general and administrative expenses<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n784,846<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n30.5<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n680,998<\/p>\n<\/td>\n
\n \n \n28.7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Impairment and restructuring charges<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n\u2014<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n0.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n17,119<\/p>\n<\/td>\n
\n \n \n0.7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Depreciation and amortization expense<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n103,760<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n4.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n106,363<\/p>\n<\/td>\n
\n \n \n4.5<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Operating income<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n239,629<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n9.3<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n17,903<\/p>\n<\/td>\n
\n \n \n0.8<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Interest expense, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n54,978<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n2.1<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,700<\/p>\n<\/td>\n
\n \n \n0.1<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Other (income) loss, net<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(20,993<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n(0.8<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n816<\/p>\n<\/td>\n
\n \n \n(0.0<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n <\/tr>\n \n Income before income taxes<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n205,644<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n8.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n15,387<\/p>\n<\/td>\n
\n \n \n0.7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Provision for income taxes<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n49,024<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n1.9<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n3,992<\/p>\n<\/td>\n
\n \n \n0.2<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Net income<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n156,620<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n6.1<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n11,395<\/p>\n<\/td>\n
\n \n \n0.5<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Net loss attributable to non-controlling interests<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n987<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n0.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,339<\/p>\n<\/td>\n
\n \n \n0.0<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Net income attributable to AEO<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n157,607<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n6.1<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n%<\/p>\n<\/td>\n
\n \n$<\/p>\n<\/td>\n
\n \n12,734<\/p>\n<\/td>\n
\n \n \n0.5<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n%<\/p>\n<\/td>\n
<\/tr>\n \n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Basic net income per common share attributable to AEO<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n0.94<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n$<\/p>\n<\/td>\n
\n \n0.07<\/p>\n<\/td>\n
\n \n \n <\/tr>\n \n Diluted net income per common share attributable to AEO<\/td>\n \n \n \n$<\/p>\n<\/td>\n
\n \n0.92<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n$<\/p>\n<\/td>\n
\n \n0.07<\/p>\n<\/td>\n
\n \n \n <\/tr>\n \n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Weighted average common shares outstanding – basic<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n167,447<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n175,156<\/p>\n<\/td>\n
\n \n \n <\/tr>\n \n Weighted average common shares outstanding – diluted<\/td>\n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n171,277<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0<\/p>\n<\/td>\n
\n \n176,482<\/p>\n<\/td>\n
\n \n \n <\/tr>\n<\/table>\n \n
\n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n NET REVENUE BY SEGMENT<\/b><\/td>\n<\/tr>\n \n (Unaudited; Dollars in thousands)<\/i><\/td>\n<\/tr>\n \n \n 13 weeks ended<\/td>\n \n 26 weeks ended<\/td>\n<\/tr>\n \n \n August 1, 2026<\/td>\n \n August 2, 2025<\/td>\n \n August 1, 2026<\/td>\n \n August 2, 2025<\/td>\n<\/tr>\n \n Net Revenue:<\/td>\n \n \n \n \n \n \n <\/tr>\n \n American Eagle<\/td>\n \n \n$<\/p>\n<\/td>\n
\n \n805,883<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n800,406<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n1,484,359<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n1,494,271<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Aerie<\/td>\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n535,822<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n429,084<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n1,016,648<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n788,872<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Other<\/td>\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n38,670<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n61,523<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n74,653<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n105,494<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Intersegment Elimination<\/td>\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n\u2014<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(7,338<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n\u2014<\/p>\n<\/td>\n
\n \n \n\u00a0<\/p>\n<\/td>\n
\n \n(15,362<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n<\/tr>\n
\n Total Net Revenue<\/td>\n \n \n$<\/p>\n<\/td>\n
\n \n1,380,375<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n1,283,675<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n2,575,660<\/p>\n<\/td>\n
\n \n \n$<\/p>\n<\/td>\n
\n \n2,373,275<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n<\/table>\n
\n
\n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n STORE INFORMATION<\/b><\/td>\n<\/tr>\n \n (Unaudited)<\/i><\/td>\n<\/tr>\n \n \n 13 weeks ended<\/td>\n \n 26 weeks ended<\/td>\n<\/tr>\n \n \n August 1, 2026<\/td>\n \n August 1, 2026<\/td>\n<\/tr>\n \n Consolidated stores at beginning of period<\/td>\n \n \n1,170<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n1,168<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Consolidated stores opened during the period<\/td>\n \n \n <\/tr>\n \n AE Brand (1)<\/sup><\/td>\n \n \n\u2014<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n3<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Aerie (incl. OFFL\/NE) (2)<\/sup><\/td>\n \n \n2<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n \n5<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n Consolidated stores closed during the period<\/td>\n \n \n <\/tr>\n \n AE Brand (1)<\/sup><\/td>\n \n \n(2<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n(6<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n<\/tr>\n
\n Aerie (incl. OFFL\/NE) (2)<\/sup><\/td>\n \n \n(2<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n(2<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n<\/tr>\n
\n Unsubscribed<\/td>\n \n \n(1<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n
\n \n \n(1<\/p>\n<\/td>\n
\n \n)<\/p>\n<\/td>\n<\/tr>\n
\n Total consolidated stores at end of period<\/td>\n \n 1,167<\/b><\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n \n 1,167<\/b><\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n
\n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Stores by Brand<\/td>\n \n \n <\/tr>\n \n AE Brand (1)<\/sup><\/td>\n \n \n802<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Aerie (incl. OFFL\/NE) (2)<\/sup><\/td>\n \n \n335<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Todd Snyder<\/td>\n \n \n23<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Unsubscribed<\/td>\n \n \n7<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n Total consolidated stores at end of period<\/td>\n \n 1,167<\/b><\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Total gross square footage at end of period (in ‘000)<\/td>\n \n \n7,260<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n International license locations at end of period (3)<\/sup><\/td>\n \n \n376<\/p>\n<\/td>\n
\n \n\u00a0<\/p>\n<\/td>\n
\n <\/tr>\n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n (1)<\/sup> AE Brand includes AE stand alone locations, AE\/Aerie side-by side locations, AE\/OFFL\/NE side-by-side locations, and AE\/Aerie\/OFFL\/NE side-by-side locations.<\/td>\n<\/tr>\n \n (2)<\/sup> Aerie (incl. OFFL\/NE) includes Aerie stand alone locations, OFFL\/NE stand alone locations, and Aerie\/OFFL\/NE side-by-side locations.<\/td>\n<\/tr>\n \n (3)<\/sup> International license locations (retail stores and concessions) are not included in the consolidated store data or the total gross square footage calculation.<\/td>\n<\/tr>\n<\/table>\n \n\u00a0<\/p>\n
<\/p>\n
View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20260909455623\/en\/<\/a><\/span><\/p>\n
\nCorporate Communications & Investor Relations
\n
412-432-3300
\n
LineMedia@ae.com<\/a><\/p>\nKEYWORDS:<\/b> Pennsylvania United States North America<\/p>\n
INDUSTRY KEYWORDS:<\/b> Women Teens Men Family Online Retail Consumer Fashion Retail<\/p>\n
- Aerie and OFFLINE total revenue grew 25% \u2013 including 19% comparable sales growth<\/i><\/li>\n
![\"Logo\"](\"https:\/\/mms.businesswire.com\/media\/20260909455623\/en\/721613\/3\/aeo_inc_v2-01.jpg\")
<\/td>\n<\/tr>\n