- \n
- \nTotal revenue increased 6% to a record $1.4 billion, driven by total comparable sales increase of 4% with positive results across brands\n<\/li>\n
- \nAerie comps +11%, American Eagle comps +1%\n<\/li>\n
- \nMomentum continues \u2014 raises fourth quarter operating income guidance to $155 to $160 million on comp growth of 8% to 9%\n<\/li>\n<\/ul>\n
PITTSBURGH–(BUSINESS WIRE<\/a>)–
\nAmerican Eagle Outfitters, Inc. (NYSE: AEO) today announced financial results for the third quarter ended November 1, 2025.\n<\/p>\n\n\u201cI\u2019m extremely pleased with the significant trend change across our business reflecting decisive steps taken from merchandising to marketing to operations\u2014all having a positive impact. Record third quarter revenue was highlighted by Aerie\u2019s double-digit comparable sales increase and positive growth at American Eagle, contributing to results that exceeded expectations,\u201d commented Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer, AEO Inc.\n<\/p>\n
\n\u201cStrong momentum has continued into the fourth quarter, including an excellent start to the holiday season. We delivered a record-breaking Thanksgiving weekend, led by an acceleration in demand across brands and channels and underscored by outstanding growth at Aerie and Offline. We are focused on finishing the season strong and sustaining our success into 2026 and beyond,\u201d he concluded.\n<\/p>\n
Third Quarter 2025 Results:<\/b><\/p>\n
- \n
- \nTotal net revenue of $1.36 billion increased 6% to last year. Total comparable sales increased 4%.\n<\/li>\n
- \nAerie comparable sales grew 11%. American Eagle comparable sales increased 1%.\n<\/li>\n
- \nGross profit of $552 million rose 5% from $527 million last year. The gross margin of 40.5% declined 40 basis points to last year.<\/p>\n
- \n
- \nThe net tariff impact was $20 million or 150 basis points to gross margin. Higher markdowns were largely offset by positive sales and lower costs, including favorability in freight.\n<\/li>\n
- \nBuying, Occupancy and Warehousing (BOW) expenses leveraged 20 basis points due to positive sales.\n<\/li>\n<\/ul>\n<\/li>\n
- \nSelling, general and administrative (SG&A) expense of $386 million increased 10% to a rate of 28.4%. The increase was driven by planned investments in advertising, partially offset by leverage in the balance of the expense base.\n<\/li>\n
- \nOperating profit was $113 million compared to $106 million, or $124 million on an adjusted basis, last year. Operating margin of 8.3% compared to 8.2%, or adjusted operating margin of 9.6%, last year.\n<\/li>\n
- \nOther income of $14 million included a $13 million unrealized gain on an investment previously disclosed.\n<\/li>\n
- \nDiluted earnings per share of $0.53 increased 29% to last year and adjusted diluted earnings per share increased 10%. Average diluted shares outstanding were 173 million.\n<\/li>\n<\/ul>\n
Inventory<\/b><\/p>\n
\nTotal ending inventory increased 11% to $891 million with units up 8%, reflecting increasing demand, new store openings and improved in-stocks. The inventory cost increase includes the impact of tariffs.\n<\/p>\n
Shareholder Returns<\/b><\/p>\n
\nYear-to-date, the company has completed $231 million in share repurchases, all of which occurred in the first half of the fiscal year. This quarter, the company returned $21 million to shareholders via its quarterly cash dividend of $0.125 per share, bringing year-to-date cash dividends to $64 million.\n<\/p>\n
Capital Expenditures<\/b><\/p>\n
\nCapital expenditures totaled $70 million in the third quarter, bringing year-to-date spend to $202 million. The company continues to expect 2025 capital expenditures to be approximately $275 million.\n<\/p>\n
Outlook<\/b><\/p>\n
\nBased on stronger sales trends, the company is raising its fourth quarter operating income guidance to $155 to $160 million based on comparable sales in the range of positive 8% to 9% with similar growth for total revenue. Previous fourth quarter guidance of operating income of $125 to $130 million was based on comparable sales in the positive low single digits. For the year, adjusted operating income guidance rises to $303 to $308 million, with comparable sales in the low single digits from prior guidance of adjusted operating income of $255 to $265 million on flat comparable sales.\n<\/p>\n
\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \nFourth Quarter 2025\n<\/p>\n<\/td>\n
\n \nFiscal 2025\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nComparable Sales\n<\/p>\n<\/td>\n
\n \nUp 8% to 9%\n<\/p>\n<\/td>\n
\n \nLow Single Digits\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nGross Margin\n<\/p>\n<\/td>\n
\n \nDown YoY\n<\/p>\n<\/td>\n
\n \nDown YoY\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nNet Tariff Impact\n<\/p>\n<\/td>\n
\n \nApproximately $50 million\n<\/p>\n<\/td>\n
\n \nApproximately $70 million\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nSG&A\n<\/p>\n<\/td>\n
\n \nDollars up Low to Mid Single Digit\n<\/p>\n<\/td>\n
\n \nDollars up Low to Mid Single Digit\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nDepreciation & Amortization\n<\/p>\n<\/td>\n
\n \nApproximately $56 million\n<\/p>\n<\/td>\n
\n \nApproximately $216 million\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nOperating Income\n<\/p>\n<\/td>\n
\n \n$155 to $160 million\n<\/p>\n<\/td>\n
\n \n$303 to $308 million*\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nTax Rate\n<\/p>\n<\/td>\n
\n \nApproximately 28%\n<\/p>\n<\/td>\n
\n \nApproximately 27%\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \nWeighted Average Share Count\n<\/p>\n<\/td>\n
\n \nApproximately 173 million\n<\/p>\n<\/td>\n
\n \nApproximately 174 million\n<\/p>\n<\/td>\n<\/tr>\n<\/table>\n
\n* Excludes impairment and restructuring charges of $17 million recorded in the First Quarter 2025, as disclosed in the Company’s Form 10-Q filed on June 5, 2025.\n<\/p>\n
Webcast and Supplemental Financial Information<\/b><\/p>\n
\nManagement will host a conference call today at 4:30 p.m. Eastern Time. To access the live webcast and audio replay, please click here<\/a>. Additionally, a financial results presentation is posted in the Investor Relations section on AEO\u2019s website, www.aeo-inc.com<\/a>.\n<\/p>\n
\n* * * *\n<\/p>\n
About American Eagle Outfitters, Inc.<\/b><\/p>\n
\nAmerican Eagle Outfitters, Inc. (NYSE: AEO) is a leading global specialty retailer with a portfolio of beloved apparel brands including American Eagle, Aerie, OFFL\/NE by Aerie, Todd Snyder and Unsubscribed. Rooted in optimism, inclusivity and authenticity, AEO\u2019s brands empower every customer to celebrate their unique personal style by offering casual, comfortable, timeless outfitting and high-quality products that are made to last.\n<\/p>\n
\n
\n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n CONSOLIDATED BALANCE SHEETS<\/b><\/td>\n<\/tr>\n \n (unaudited)<\/i><\/td>\n<\/tr>\n \n (In thousands)<\/i><\/td>\n \n November 1, 2025<\/td>\n \n November 2, 2024<\/td>\n<\/tr>\n \n Assets<\/b><\/td>\n \n \n \n <\/tr>\n \n Current assets:<\/td>\n \n \n \n <\/tr>\n \n Cash and cash equivalents<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n112,830\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n160,195\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Merchandise inventory<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n891,232\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n804,256\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Accounts receivable, net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n245,335\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n214,114\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Prepaid expenses<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n125,716\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n118,773\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Other current assets<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n21,917\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n38,810\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Total current assets<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,397,030\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,336,148\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Operating lease right-of-use assets<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,570,936\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,237,741\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Property and equipment, at cost, net of accumulated depreciation<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n797,154\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n745,988\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Goodwill, net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n225,184\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n225,196\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Non-current deferred income taxes<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n46,747\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n88,092\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Intangible assets, net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n39,756\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n43,371\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Other assets<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n113,051\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n59,596\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Total assets<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n4,189,858\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n3,736,132\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Liabilities and Stockholders\u2019 Equity<\/b><\/td>\n \n \n \n <\/tr>\n \n Current liabilities:<\/td>\n \n \n \n <\/tr>\n \n Accounts payable<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n305,268\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n283,471\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Current portion of operating lease liabilities<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n319,332\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n293,006\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Accrued compensation and payroll taxes<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n71,575\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n90,289\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Unredeemed gift cards and gift certificates<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n55,891\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n50,161\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Accrued income and other taxes<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n28,847\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n38,468\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Other current liabilities and accrued expenses<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n73,887\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n95,620\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Total current liabilities<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n854,800\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n851,015\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/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\n<\/p>\n<\/td>\n
\n \n1,441,904\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,098,197\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Long-term debt, net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n210,000\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Other non-current liabilities<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n57,814\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n40,322\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Total non-current liabilities<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,709,718\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,138,519\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Commitments and contingencies<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Stockholders\u2019 equity:<\/td>\n \n \n \n <\/tr>\n \n Preferred stock<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Common stock<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n2,496\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n2,496\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Contributed capital<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n378,470\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n359,348\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Accumulated other comprehensive loss<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(31,611\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(49,872\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n<\/tr>\n
\n Retained earnings<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n2,486,281\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n2,376,077\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Treasury stock<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(1,210,296\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(941,451\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n<\/tr>\n
\n Total stockholders\u2019 equity<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,625,340\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,746,598\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Total liabilities and stockholders\u2019 equity<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n4,189,858\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n3,736,132\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Current Ratio<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1.63\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1.57\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n<\/table>\n
\n
\n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n CONSOLIDATED STATEMENTS OF OPERATIONS<\/b><\/td>\n<\/tr>\n \n (Dollars and shares in thousands, except per share amounts)<\/i><\/td>\n<\/tr>\n \n (unaudited)<\/i><\/td>\n<\/tr>\n \n \n \n 13 Weeks Ended<\/td>\n <\/tr>\n \n \n \n November 1, 2025<\/td>\n \n November 2, 2024<\/td>\n <\/tr>\n \n \n \n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n\n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n<\/tr>\n \n Total net revenue<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n1,362,701\n<\/p>\n<\/td>\n
\n \n \n100.0\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n1,289,094\n<\/p>\n<\/td>\n
\n \n \n100.0\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
<\/tr>\n \n Cost of sales, including certain buying, occupancy and warehouse expenses<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n810,824\n<\/p>\n<\/td>\n
\n \n \n59.5\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n762,470\n<\/p>\n<\/td>\n
\n \n \n59.1\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Gross profit<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n551,877\n<\/p>\n<\/td>\n
\n \n \n40.5\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n526,624\n<\/p>\n<\/td>\n
\n \n \n40.9\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Selling, general and administrative expenses<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n386,340\n<\/p>\n<\/td>\n
\n \n \n28.4\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n351,380\n<\/p>\n<\/td>\n
\n \n \n27.3\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Impairment and restructuring charges<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n–\n<\/p>\n<\/td>\n
\n \n \n–\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n17,561\n<\/p>\n<\/td>\n
\n \n \n1.4\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Depreciation and amortization expense<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n52,963\n<\/p>\n<\/td>\n
\n \n \n3.8\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n51,594\n<\/p>\n<\/td>\n
\n \n \n4.0\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Operating income<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n112,574\n<\/p>\n<\/td>\n
\n \n \n8.3\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n106,089\n<\/p>\n<\/td>\n
\n \n \n8.2\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Interest expense (income), net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n2,144\n<\/p>\n<\/td>\n
\n \n \n0.2\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(1,246)\n<\/p>\n<\/td>\n
\n \n \n(0.1\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
<\/tr>\n \n Other (income), net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(14,152)\n<\/p>\n<\/td>\n
\n \n \n(1.0\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(895)\n<\/p>\n<\/td>\n
\n \n \n(0.1\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
<\/tr>\n \n Income before income taxes<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n124,582\n<\/p>\n<\/td>\n
\n \n \n9.1\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n108,230\n<\/p>\n<\/td>\n
\n \n \n8.4\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Provision for income taxes<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n33,238\n<\/p>\n<\/td>\n
\n \n \n2.4\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n28,211\n<\/p>\n<\/td>\n
\n \n \n2.2\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
<\/tr>\n \n Net income<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n91,344\n<\/p>\n<\/td>\n
\n \n \n6.7\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n80,019\n<\/p>\n<\/td>\n
\n \n \n6.2\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
<\/tr>\n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Basic net income per common share<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n0.54\n<\/p>\n<\/td>\n
\n \n \n \n \n$\n<\/p>\n<\/td>\n
\n \n0.42\n<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Diluted net income per common share<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n0.53\n<\/p>\n<\/td>\n
\n \n \n \n \n$\n<\/p>\n<\/td>\n
\n \n0.41\n<\/p>\n<\/td>\n
\n \n <\/tr>\n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Weighted average common shares outstanding – basic<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n168,925\n<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n191,630\n<\/p>\n<\/td>\n
\n \n <\/tr>\n \n Weighted average common shares outstanding – diluted<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n172,860\n<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n195,782\n<\/p>\n<\/td>\n
\n \n <\/tr>\n<\/table>\n \n
\n \n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/p>\n<\/td>\n<\/tr>\n
\n CONSOLIDATED STATEMENTS OF OPERATIONS<\/b><\/td>\n<\/tr>\n \n (Dollars and shares in thousands, except per share amounts)<\/i><\/td>\n<\/tr>\n \n (unaudited)<\/i><\/td>\n<\/tr>\n \n \n \n 39 Weeks Ended<\/td>\n \n <\/tr>\n \n \n \n November 1, 2025<\/td>\n \n November 2, 2024<\/td>\n <\/tr>\n \n \n \n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n\n (In thousands)<\/i><\/td>\n \n (Percentage of
revenue)<\/i><\/td>\n<\/tr>\n \n Total net revenue<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n3,735,976\n<\/p>\n<\/td>\n
\n \n \n100.0\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n3,724,019\n<\/p>\n<\/td>\n
\n \n \n100.0\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
<\/tr>\n \n Cost of sales, including certain buying, occupancy and warehouse expenses<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n2,361,716\n<\/p>\n<\/td>\n
\n \n \n63.2\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n2,234,260\n<\/p>\n<\/td>\n
\n \n \n60.0\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Gross profit<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,374,260\n<\/p>\n<\/td>\n
\n \n \n36.8\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,489,759\n<\/p>\n<\/td>\n
\n \n \n40.0\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Selling, general and administrative expenses<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,067,338\n<\/p>\n<\/td>\n
\n \n \n28.6\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,030,186\n<\/p>\n<\/td>\n
\n \n \n27.7\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Impairment and restructuring charges<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n17,119\n<\/p>\n<\/td>\n
\n \n \n0.5\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n17,561\n<\/p>\n<\/td>\n
\n \n \n0.4\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Depreciation and amortization expense<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n159,326\n<\/p>\n<\/td>\n
\n \n \n4.2\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n156,978\n<\/p>\n<\/td>\n
\n \n \n4.2\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Operating income<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n130,477\n<\/p>\n<\/td>\n
\n \n \n3.5\n<\/p>\n<\/td>\n
\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n285,034\n<\/p>\n<\/td>\n
\n \n \n7.7\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Interest expense (income), net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n3,844\n<\/p>\n<\/td>\n
\n \n \n0.1\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(5,414)\n<\/p>\n<\/td>\n
\n \n \n(0.1)\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Other (income), net<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(14,675)\n<\/p>\n<\/td>\n
\n \n \n(0.4)\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(4,006)\n<\/p>\n<\/td>\n
\n \n \n(0.1)\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Income before income taxes<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n141,308\n<\/p>\n<\/td>\n
\n \n \n3.8\n<\/p>\n<\/td>\n
\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n294,454\n<\/p>\n<\/td>\n
\n \n \n7.9\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Provision for income taxes<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n37,230\n<\/p>\n<\/td>\n
\n \n \n1.0\n<\/p>\n<\/td>\n
\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n69,420\n<\/p>\n<\/td>\n
\n \n \n1.9\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Net income<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n104,078\n<\/p>\n<\/td>\n
\n \n \n2.8\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n225,034\n<\/p>\n<\/td>\n
\n \n \n6.0\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
<\/tr>\n \n \n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Basic net income per common share<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n0.60\n<\/p>\n<\/td>\n
\n \n \n \n \n \n$\n<\/p>\n<\/td>\n
\n \n1.16\n<\/p>\n<\/td>\n
\n \n \n <\/tr>\n \n Diluted net income per common share<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n0.59\n<\/p>\n<\/td>\n
\n \n \n \n \n \n$\n<\/p>\n<\/td>\n
\n \n1.14\n<\/p>\n<\/td>\n
\n \n \n <\/tr>\n \n \n \n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Weighted average common shares outstanding – basic<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n173,087\n<\/p>\n<\/td>\n
\n \n \n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n193,908\n<\/p>\n<\/td>\n
\n \n \n <\/tr>\n \n Weighted average common shares outstanding – diluted<\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n175,789\n<\/p>\n<\/td>\n
\n \n \n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n198,201\n<\/p>\n<\/td>\n
\n \n \n <\/tr>\n<\/table>\n \n
\n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n NET REVENUE BY SEGMENT<\/b><\/td>\n<\/tr>\n \n (unaudited)<\/i><\/td>\n<\/tr>\n \n \n 13 Weeks Ended<\/td>\n 39 Weeks Ended<\/td>\n<\/tr>\n \n (In thousands)<\/i><\/td>\n November 1, 2025<\/td>\n November 2, 2024<\/td>\n November 1, 2025<\/td>\n November 2, 2024<\/td>\n<\/tr>\n \n Net Revenue:<\/td>\n \n \n \n \n \n \n <\/tr>\n \n American Eagle<\/td>\n \n \n$\n<\/p>\n<\/td>\n
\n \n853,729\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n831,914\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n2,348,000\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n2,384,295\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Aerie<\/td>\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n461,989\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n410,442\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,250,861\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n1,198,741\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Other<\/td>\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n54,624\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n56,562\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n160,117\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n169,002\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Intersegment Elimination<\/td>\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(7,641\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(9,824\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(23,002\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n(28,019\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n<\/tr>\n
\n Total Net Revenue<\/td>\n \n \n$\n<\/p>\n<\/td>\n
\n \n1,362,701\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n1,289,094\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n3,735,976\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n3,724,019\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n<\/table>\n
\n
\n \n \n \n \u00a0<\/td>\n<\/tr>\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 39 Weeks Ended<\/td>\n<\/tr>\n \n \n November 1, 2025<\/td>\n \n November 1, 2025<\/td>\n<\/tr>\n \n Consolidated stores at beginning of period<\/td>\n \n \n1,185\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n1,172\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/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 \n3\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n6\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Aerie (incl. OFFL\/NE) (2)<\/sup><\/td>\n \n \n5\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n14\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Todd Snyder<\/td>\n \n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n4\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Unsubscribed<\/td>\n \n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n2\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/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\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n(3\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n<\/tr>\n
\n Aerie (incl. OFFL\/NE) (2)<\/sup><\/td>\n \n \n(1\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n
\n \n \n(5\n<\/p>\n<\/td>\n
\n \n)\n<\/p>\n<\/td>\n<\/tr>\n
\n Unsubscribed<\/td>\n \n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n\u2014\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n<\/tr>\n
\n Total consolidated stores at end of period<\/td>\n \n 1,190<\/b><\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n 1,190<\/b><\/p>\n<\/td>\n
\n \n\u00a0\n<\/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 \n830\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Aerie (incl. OFFL\/NE) (2)<\/sup><\/td>\n \n \n329\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Todd Snyder<\/td>\n \n \n23\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Unsubscribed<\/td>\n \n \n8\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n <\/tr>\n \n Total consolidated stores at end of period<\/td>\n \n 1,190<\/b><\/p>\n<\/td>\n
\n \n\u00a0\n<\/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 \n7,306\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n7,306\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\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 \n368\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n368\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\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
\n AMERICAN EAGLE OUTFITTERS, INC.<\/b><\/td>\n<\/tr>\n \n GAAP to Non-GAAP Reconciliation<\/b><\/td>\n<\/tr>\n \n (Dollars in thousands, except per share amounts)<\/i><\/td>\n<\/tr>\n \n \n \n 13 Weeks Ended<\/td>\n<\/tr>\n \n \n \n November 2, 2024<\/td>\n<\/tr>\n \n \n \n Operating
Income<\/b><\/td>\n\n Provision for
Income Taxes<\/b><\/td>\n\n Net Income<\/b><\/td>\n \n Earnings per
Diluted Share<\/b><\/td>\n<\/tr>\n\n GAAP Basis<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n106,089\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n28,211\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n80,019\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n0.41\n<\/p>\n<\/td>\n<\/tr>\n
\n % of Revenue<\/i><\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n8.2\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n6.2\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n <\/tr>\n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Add: Impairment and restructuring charges (1)<\/sup><\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n17,561\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n \n \n$\n<\/p>\n<\/td>\n
\n \n12,983\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n0.07\n<\/p>\n<\/td>\n<\/tr>\n
\n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Tax effect of the above (2)<\/sup><\/td>\n \n \n \n \n \n$\n<\/p>\n<\/td>\n
\n \n4,578\n<\/p>\n<\/td>\n
\n \n \n <\/tr>\n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n Non-GAAP Basis<\/td>\n \n \n \n$\n<\/p>\n<\/td>\n
\n \n123,650\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n32,789\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n93,002\n<\/p>\n<\/td>\n
\n \n\u00a0\n<\/p>\n<\/td>\n
\n \n \n$\n<\/p>\n<\/td>\n
\n \n0.48\n<\/p>\n<\/td>\n<\/tr>\n
\n % of Revenue<\/i><\/td>\n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n9.6\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n \n \n \n \n\u00a0\n<\/p>\n<\/td>\n
\n \n7.3\n<\/p>\n<\/td>\n
\n \n%\n<\/p>\n<\/td>\n
\n <\/tr>\n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n \n The following footnotes relate to impairment and restructuring charges recorded in the 13 weeks ended November 2, 2024:<\/td>\n<\/tr>\n \n (1) The Company recorded restructuring costs of $10.7 million related to employee severance, as well as impairment and restructuring costs of $6.8 million related to the sale of its Hong Kong retail operations to a third party buyer.<\/td>\n<\/tr>\n \n (2) The tax effect of excluded items is the difference between the tax provision calculated on a GAAP basis and an adjusted non-GAAP basis.<\/td>\n<\/tr>\n \n \n \n \n \n \n \n \n \n \u00a0<\/td>\n<\/tr>\n<\/table>\n \n\u00a0\n<\/p>\n
<\/p>\n
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