American Eagle Outfitters Inc.

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Deep Dive | June 24, 2022 Premium

US Womenswear Retailing: The Return of Occasion Wear Fuels $278 Billion Market

We analyze the US womenswear market, covering its size, growth factors and the competitive landscape. We also discuss what and where consumers are shopping, as well as key themes we are watching—including the recovery of occasion wear and the opportunities in plus-size and adaptive apparel.

Deep Dive | June 23, 2022 Premium

Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational Strategies

This report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected.

Deep Dive | June 22, 2022 Premium

1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient

We analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Deep Dive | June 20, 2022 Premium

Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine Portfolios

This Thank Tank explores mergers and acquisitions (M&A) in US retail, covering the key retail sectors experiencing M&A activity and factors impacting M&A, including drivers and headwinds. We present three strategies for retailers to capitalize on growth trends in M&A.

Insight Report | June 16, 2022 Premium

Seizing New Opportunities in Fashion: How US Retailers Are Growing Their Addressable Markets

We analyze four strategies US apparel specialty retailers are using to grow their total addressable markets: product category expansion, unlocking the power of new audiences, ramping up their presence in untapped geographies and bolstering distribution channels. We assess these strategies through the lens of five leading retailers: American Eagle Outfitters, Foot Locker, Gap Inc., Lululemon Athletica and Victoria’s Secret.

Insight Report | May 31, 2022 Premium

Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.

Deep Dive | May 20, 2022 Premium

Market Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit China

We analyze apparel and footwear specialty retail with a focus on the US, the UK and China. Our report includes five key growth drivers, leading companies, store numbers and more.

Deep Dive | April 29, 2022 Premium

US Women’s Underwear Market: The Future Is Shapewear, Sports and Teens

We analyze the growing US women’s underwear market, covering how it has been influenced by casualization and inclusivity as well as examining factors driving its growth, the competitive landscape and five themes we are watching. We estimate the market size through 2026.

Deep Dive | April 14, 2022 Premium

Head-to-Head in the US Women’s Underwear Market: Aerie vs. Victoria’s Secret

The competitive US underwear market is led by rivals Aerie and Victoria’s Secret. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, operating margins, business expansion and partnerships, digital strategies and more.

Market Outlook | April 6, 2022 Premium

Market Outlook: US Apparel and Footwear Retailing—Growth Continues with New Selling Models

We analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, e-commerce, the competitive landscape and six key themes we are watching.

Insight Report | April 5, 2022 Premium

4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain Disruptions

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers.

Deep Dive | March 28, 2022 Premium

4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers

We analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Deep Dive | March 22, 2022 Premium

E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and Beyond

The e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators.

Store Tracker | March 11, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 10: US Store Expansion Plans Surpass 3,400 New Retail Spaces

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 2nd & Charles, Barnes & Noble and Summer Classics in the US, and Amazon, Dreams and Mere in the UK.

Insight Report | March 8, 2022 Premium

Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong Results

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters.