American Eagle Outfitters Inc.

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Deep Dive | February 10, 2022 Premium

Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.

The competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, strategic partnerships, technology initiatives and more.

Insight Report | January 3, 2022 Premium

3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints

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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.

Deep Dive | December 23, 2021 Premium

3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.

Market Outlook | December 8, 2021 Premium

Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong Growth

In this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends.

Insight Report | December 6, 2021 Premium

The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?

As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption.

Store Tracker | December 1, 2021 Premium

US Store Tracker Extra, November 2021: Major US Retailers To Open 70 Million Square Feet of Retail Space in 2021

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 26, 2021, versus the comparable period in 2020.

Insight Report | November 30, 2021 Premium

Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap.

Store Tracker | November 26, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 47: US Store Openings Up 56% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from CVS Health, Giant Food and Kohl’s in the US and B&M, BoConcept and JD Sports in the UK.

Insight Report | November 9, 2021 Premium

Inclusivity on Social Media: Digital Brand Strategies To Represent and Promote Diversity

As part of our coverage of inclusivity as a key trend in retail, we explore how brands and retailers can represent the diverse US population and communicate their commitments to diversity and inclusivity to consumers through social media.

Insight Report | October 6, 2021 Premium

2Q21 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year and on a Two-Year Basis

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 2Q21 and assess how and why levels are changing. This quarter, many retailers posted improved inventory turnover levels year over year and on a two-year basis.

Deep Dive | October 5, 2021 Premium

The US Swimwear Market: Analyzing Trends and Opportunities

The pandemic has driven a host of changes in the US apparel industry, including in terms of swimwear demand. We discuss the US swimwear market, including market size, competitive landscape and key trends.

Deep Dive | September 30, 2021 Premium

2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong Results

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the second quarter of 2021, considering consensus estimates and year-over-year changes.

Store Tracker | September 10, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 36: US Store Openings Pull Ahead of Store Closures

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Giant Eagle, Primark, and Tory Burch in the US and Hamleys, Hobbycraft and Tapi in the UK.

Insight Report | September 7, 2021 Premium

Earnings Insights 2Q21, Week 6: American Eagle Outfitters Maintains Strong Growth Momentum; PVH Corp. Sees Gradual Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended September 5, 2021—namely, American Eagle Outfitters, PVH Corp., Big Lots and Five Below.

Market Outlook | August 5, 2021 Premium

Market Outlook: Apparel and Footwear in the US, the UK and China—Strong US Recovery

In Market Outlook report, we provide an update on the recovery of the clothing and footwear market in the US, the UK and China. We present our updated market sizing estimates for 2021 and beyond and discuss e-commerce penetration, competitive landscape and key themes in the market.