EN News Brief: American Eagle Soars on Strong Outlook
Summary
American Eagle Outfitters reported better-than-expected Q3 earnings and issued a very strong holiday sales forecast, leading to a significant jump in its stock price. While overall performance was boosted by its Aerie brand, the impact of high-profile marketing campaigns with celebrities Sydney Sweeney and Travis Kelce on the main American Eagle brand’s sales was weaker than anticipated.
Key Points
- Stock Surge & Raised Forecast: Shares rose ~15% after hours. The company raised its full-year adjusted operating income forecast to $303-$308M from $255-$265M.
- Bullish Holiday Guidance: Expects Q4 comparable sales growth of 8%-9%, far exceeding the 2.1% analysts expected.
- Q3 Earnings Beat: EPS was 53 cents vs. 44 cents expected. Revenue was $1.36B vs. $1.32B expected.
- Brand Performance Split: Aerie drove results with 11% comparable sales growth. The core American Eagle brand saw only 1% growth, missing estimates.
- Campaign Impact: The Sydney Sweeney/Travis Kelce ads boosted brand attention but have not yet become a major revenue driver. Operating margin of 8.3% beat expectations.
- Industry Context: The positive outlook aligns with other retailers reporting resilient consumer demand heading into the holidays.
中文新闻简报：American Eagle 因乐观预期股价大涨
摘要
美国服饰品牌 American Eagle Outfitters 公布了超预期的第三季度财报，并发布了非常强劲的假日销售预测，推动其股价大幅上涨。虽然整体业绩受到其子品牌 Aerie 的推动，但由悉尼·斯威尼和特拉维斯·凯尔西代言的高调营销活动对主品牌 American Eagle 的销售影响弱于预期。
关键点
- 股价飙升与上调预期：盘后股价上涨约15%。公司将全年调整后营业利润预期从2.55-2.65亿美元上调至3.03-3.08亿美元。
- 强劲假日指引：预计第四季度可比销售额增长8%-9%，远超分析师预期的2.1%。
- 第三季度业绩超预期：每股收益为53美分，预期为44美分；营收为13.6亿美元，预期为13.2亿美元。
- 品牌表现分化：Aerie品牌是主要驱动力，可比销售额增长11%。核心American Eagle品牌可比销售额仅增长1%，未达预期。
- 营销活动影响：悉尼·斯威尼/特拉维斯·凯尔西的广告提升了品牌关注度，但尚未成为主要收入驱动力。8.3%的营业利润率超出预期。
- 行业背景：这一乐观展望与其他零售商在假日季前报告显示出韧性的消费者需求趋势一致。
Original Article Link: https://www.cnbc.com/2025/12/02/american-eagle-aeo-earnings-q3-2025.html