American Eagle Outfitters misses Q1 estimates, shares fall

Published 29/05/2025, 21:20
© Reuters

Investing.com -- American Eagle Outfitters , Inc. (NYSE:AEO) reported disappointing first quarter results that missed analyst expectations, sending shares down 5.7% in after-hours trading.

The apparel retailer posted an adjusted loss per share of $0.29 for the quarter ended May 3, 2025, significantly below the analyst estimate of $0.11 in earnings per share. Revenue came in at $1.1 billion, slightly above the consensus estimate of $1.08 billion but down 5% YoY.

Comparable sales declined 3% overall, with Aerie down 4% and American Eagle down 2%. The company’s gross margin contracted sharply to 29.6% from 40.6% last year, driven primarily by inventory writedowns and higher markdowns.

"The first quarter was a challenging period for our business," said Jay Schottenstein, CEO of American Eagle Outfitters. "While we are disappointed with the results, we are taking actions to better position the company and drive stronger performance in the upcoming quarters."

For the second quarter, American Eagle Outfitters expects revenue to decline 5% YoY and comparable sales to fall 3%. The company forecasts operating income between $40 million to $45 million.

The retailer is on track to complete a $200 million accelerated share repurchase program in the second quarter. It has also reduced its 2025 capital expenditure forecast to approximately $275 million from $300 million previously.

American Eagle Outfitters withdrew its full-year 2025 outlook, citing macroeconomic uncertainty and ongoing review of forward plans in light of the weak first quarter performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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