AEO Earnings Prediction
The chart below shows how AEO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AEO sees a -1.20% change in stock price 10 days leading up to the earnings, and a -4.41% change 10 days following the report. On the earnings day itself, the stock moves by +0.45%. This data can give you a slight idea of what to expect for the next quarter's release.
AEO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.30B
4.87%
8.34%
Gross Margin
37.46%
8.42%
13.27%
Operating Margin
9.64%
1.69%
77.21%
Net Margin
7.43%
13.44%
83.91%
EPS
0.49
16.67%
96.00%
No Data Available
AEO Earnings Analysis
American Eagle Outfitters Corporation (AEO.N) Earnings Conference Call
Positive
Comparable Sales Growth: Third quarter comparable sales grew 3% on top of last year's strong 5% growth, indicating positive momentum across brands and channels.
Consistent Sales Growth: American Eagle achieved its sixth consecutive quarter of comparable sales growth and share gains in several key categories.
Record Revenue Achievement: Aerie achieved yet another record revenue result, driven by positive comp growth with revenue on track to cross $1.7 billion this year.
Strong Cash Position: The company ended the quarter with $160 million in cash and no debt, maintaining a strong balance sheet.
Holiday Season Optimism: The team is excited about the upcoming holiday season, with strong customer response and a healthy inventory position.
Negative
Revenue Decline Analysis: Consolidated revenue decreased 1% to $1.3 billion compared to last year, reflecting a $45 million headwind related to the retail calendar shift.
Gross Profit Decline: Consolidated gross profit dollars decreased 3% and reflected a gross margin rate of 40.9% compared to 41.8% last year.
Operating Income Analysis: Operating income of $106 million included $18 million of impairment and restructuring costs, indicating financial strain.
Operating Margin Stability: The adjusted operating margin of 9.6% was flat compared to last year, showing no improvement in profitability despite revenue changes.
Inventory Increase Concerns: Inventory was up 5% at the end of the quarter, indicating potential overstock issues and challenges in demand management.
AEO FAQs
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AEO Earning Call Sentiment
American Eagle Outfitters, Inc. (AEO) Q3 2024 Earnings Call Transcript
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AEO.N
-4.31%Positive
The earnings call presents a mixed picture: strong customer acquisition and store performance, but revenue is down 1% YoY, and there's economic uncertainty. The Q&A reveals some concerns about choppiness and unclear management responses. Despite positive aspects like record revenue in Aerie and planned store openings, the flat operating margin and economic factors temper enthusiasm. With a market cap of $3.9 billion, the stock is likely to experience a neutral movement (-2% to 2%) over the next two weeks.
