Overview

• Shares surged about 25% in postmarket trading after second‑quarter results highlighted the impact of the Sydney Sweeney denim campaign.
• Leaders reported record new‑customer acquisition and brand awareness, citing sellouts of Sweeney’s signature jeans and gains in every U.S. county.
• American Eagle said the AE x Sydney Sweeney jacket sold out in a day and the Ultra Wide‑Leg Jean sold out in a week, with a restock slated for November.
• For the quarter ended Aug. 2, same‑store sales fell 1% while revenue topped forecasts, even as third‑party data showed slowed year‑over‑year growth.
• Guidance flagged tariff headwinds of about $20 million this quarter and $40–50 million in the fourth, and the company also pointed to a Travis Kelce tie‑up for added momentum.