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American Eagle (AEO) Reports Q4 Earnings: What Key Metrics Have to Say

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American Eagle Outfitters (AEO - Free Report) reported $1.6 billion in revenue for the quarter ended January 2025, representing a year-over-year decline of 4.4%. EPS of $0.54 for the same period compares to $0.61 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.6 billion, representing a surprise of +0.24%. The company delivered an EPS surprise of +8.00%, with the consensus EPS estimate being $0.50.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how American Eagle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Number of stores - AE Brand: 829 compared to the 836 average estimate based on four analysts.
  • Number of stores - Total (EOP): 1,172 versus 1,192 estimated by four analysts on average.
  • Number of stores - Aerie stand-alone (incl. OFFL/NE): 318 compared to the 330 average estimate based on four analysts.
  • Gross square footage - Total: 7.22 Msq ft compared to the 7.28 Msq ft average estimate based on three analysts.
  • Number of stores - Todd Snyder: 19 versus the two-analyst average estimate of 20.
  • Number of stores - Unsubscribed: 6 versus the two-analyst average estimate of 5.
  • Total net revenue- American Eagle: $1 billion versus the four-analyst average estimate of $1.01 billion. The reported number represents a year-over-year change of -6.1%.
  • Total net revenue- Aerie: $539.67 million compared to the $534.79 million average estimate based on four analysts. The reported number represents a change of +0.4% year over year.
View all Key Company Metrics for American Eagle here>>>

Shares of American Eagle have returned -20.7% over the past month versus the Zacks S&P 500 composite's -8.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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