Well-designed loyalty programs offer retailers the opportunity to gain a larger share of wallet and increase customer retention. In this report, we examine best practices for implementing loyalty programs and how retailers can leverage consumer data to drive growth, as well as emerging trends in this field.
American Eagle Outfitters (NYSE: AEO) 2Q19 Results: Mixed Results; Management Hints at Entering Beauty Before Holiday Season
AEO reported fiscal 2Q19 revenues of $1.04 billion, higher than the consensus estimate of $1.00 billion, and up 7.9% YoY. The company reported adjusted 2Q19 EPS of $0.39, higher than consensus of $0.32.
American Eagle Outfitters (NYSE: AEO) 1Q19 Results: Beats Sales and Comp Estimates, Launching Inclusive Sizes Before Back to School
AEO reported 1Q19 revenues of $866.3M, higher than consensus of $855.5M, and up 7.7% YoY. The company reported adjusted 1Q19 EPS excluding items, of $0.24, higher than consensus of $0.21.
The $13.1 billion US women’s underwear market is changing. Traditional market leaders are losing market share to athletic retailers or digitally native, smaller brands. Body positivity and inclusivity are central to an evolving definition of “sexy”. Technology is enabling brands to improve fit and bring new designs to market.
US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher Inventories
In this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers.
American Eagle Outfitters (NYSE: AEO) Fiscal 4Q18 Results: Revenues Up, Comps Up 23% at Aerie, Opening 60-70 Aerie Locations in 2019
AEO reported fiscal 4Q18 revenues of $1.24B, lower than the consensus estimate of $1.B, and up 1.3% YoY. The company reported 4Q18 EPS of $0.43, higher than the consensus estimate of $0.42 and exceeding the company’s guidance of $0.40-$0.42, but lower than the year ago period. American Eagle's fourth quarter comp sales rose 3%, marking the seventh consecutive quarter of comp increases. In 1Q19, the company projects EPS of $0.19 to $0.21, lower than the consensus estimate of $0.24. AEO expects comparable sales to be in the positive low single digits. The company expects to open 60-70 stores in 2019.
In 2018, U.S. apparel and footwear specialty retailers’ sales totaled $197 billion, according to Euromonitor International, and its analysts forecast sector sales will grow at a CAGR of 3.3% to 2023, reaching $232 billion. Relative to the recent past, 2018’s results were strong. Sportswear and athleisure are driving specialty apparel and footwear sales. We see areas of opportunity in the lingerie and plus-size categories. We expect specialty retailers to continue exploring collaborations, partnerships and global expansion – particularly into China and India.
American Eagle Outfitters is a specialty retailer headquartered in Pittsburgh, Pennsylvania. The retailer offers a range of products including clothing, accessories and personal care products under its American Eagle Outfitters and Aerie brands. It also operates sports clothing brand Tailgate and menswear brand Todd Snyder New York. Apart from its core US market, the company operates in Canada, Mexico, Hong Kong, China and through its website. The company was founded in 1977.
American Eagle Outfitters reported fiscal 2Q18 revenues of $965 million, up 14.2% year over year and beating the $938 million estimate. Adjusted EPS was $0.34, beating the consensus estimate of $0.31 and up significantly from adjusted EPS of $0.19 from the year-ago quarter.
American Eagle Outfitters (AEO) 1Q18 Results: Beats Estimates, Reports Solid Comps Across Brands and Channels
American Eagle Outfitters reported 1Q18 revenues of $823 million, up 8.0% year over year and beating the $811 million consensus estimate. Adjusted EPS was $0.23, above the $0.22 consensus estimate and up 43.8% from the year-ago quarter.
American Eagle Outfitters reported 4Q17 revenues of $1.23 billion, up 11.8% year over year and beating the $1.21billion consensus estimate.
American Eagle Outfitters reported adjusted 4Q16 EPS of $0.39, versus $0.35 in the year-ago quarter and beating the consensus estimate by a penny. Revenues were $1.10 billion, down 0.8% year over year and slightly below the consensus estimate.
American Eagle Outfitters reported 3Q16 EPS of $0.41, in line with the consensus estimate.
AMERICAN EAGEL OUTFITTERS (AEO) 2Q 2016 RESULTS: STRONG RESULTS FUELED AERIE COMPS, SIGNIFICANT MARGIN IMPROVEMENT
American Eagle Outfitters reported 2Q 2016 EPS of $0.23 and exceeded expectations of $0.21, driven by improved margins.
American Eagle Outfitters reported 4Q15 revenues of $1.1 billion, up 3.2% year over year and in line with the consensus estimate. EPS of $0.42 was up 17.4% year over year and also in line with consensus.