Overview

• American Eagle expects Q1 2025 revenue of approximately $1.1 billion, a 5% year-over-year decline.
• Comparable sales are projected to fall 3%, with Aerie experiencing a 4% drop in sales performance.
• The company reported an $85 million operating loss for the quarter, adjusted to $68 million excluding restructuring charges.
• A $75 million inventory write-down was attributed to excess spring and summer merchandise and higher-than-expected discounting.
• Shares of American Eagle plunged more than 17% following the withdrawal of its full-year 2025 guidance due to economic uncertainty.