American Eagle (AEO) reported earnings on Tue 22 Nov 22 (b/o)

• Nov. 17: #38; vol. 4.5M   +22% 

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American Eagle beats by $0.20, beats on revs

• Reports Q3 (Oct) earnings of $0.42 per share, $0.20 better than the S&P Capital IQ Consensus of $0.22; revenues fell 2.6% year/year to $1.24 bln vs the $1.21 bln S&P Capital IQ Consensus.
• Outlook
  • For the fourth quarter, the company is guiding brand revenue down in the mid single digits, and expects brand comps to be consistent with the third quarter.
  • The company is also guiding fourth quarter gross margin in the range of 32% to 33%, at the higher end of previous guidance.
  • While significant progress has been made in right-sizing inventory, management is taking a cautious view given what is likely to be a highly promotional Holiday season.

American Eagle (AEO) reported earnings on Wed 11 Dec 19 (b/o)

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American Eagle reports EPS in-line, beats on revs; guides Q4 EPS below consensus

Reports Q3 (Oct) earnings of $0.48 per share, in-line with the S&P Capital IQ Consensus of $0.48; revenues rose 6.2% year/year to $1.07 bln vs the $1.06 bln S&P Capital IQ Consensus.

• Consolidated comparable sales increased 5%, following an 8% comparable sales increase last year, and were positive across both store and digital channels.
• By brand, American Eagle's comparable sales increased 2%, following a 5% increase last year. Aerie's comparable sales increased 20%, building on a 32% increase last year and marking the 20th consecutive quarter of double-digit sales growth.

Co issues downside guidance for Q4, sees EPS of $0.34-0.36 vs. $0.46 S&P Capital IQ Consensus, comparable sales approximately flat

Earnings this week : Dec 9 - 12, 19 (wk 50)

Monday (Dec 9)

• Morning: THO
• Afternoon: CDMO CASY CHWY ROAD MDB PHR SFIX TOL MTN

Tuesday (Dec 10)

• Morning: AZO CMD CONN DBI HDS
• Afternoon: PLAY GME OLLI

Wednesday (Dec 11)

• Morning: AEO PLAB PLCE UNFI VRA
• Afternoon: LULU MESA NDSN OXM NX TLRD

Thursday (Dec 12)

• Morning: CIEN LOVE
• Afternoon: ADBE AVGO COST ORL

Friday (Dec 12) 

• None 

 Notable earnings reports: 
Casey's General Stores (NASDAQ:CASY), Chewy (NYSE:CHWY), MongoDB (NASDAQ:MDB), Stitch Fix (NASDAQ:SFIX), Toll Brothers (NYSE:TOL), Vail Resorts (NYSE:MTN) on December 9; AutoZone (NYSE:AZO), Dave & Buster's (NASDAQ:PLAY) and GameStop (GME) on December 10; American Eagle Outfitters (NYSE:AEO), Lululemon (LULU) and Tailored Brands (NYSE:TLRD) on December 11; Nio (NYSE:NIO), Adobe (NASDAQ:ADBE), Broadcom (NASDAQ:AVGO), Costco (NASDAQ:COST) and Oracle (NYSE:ORCL) on December 12.

American Eagle (AEO) reported earnings on Wed 4 Sept 19 (b/o)

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American Eagle beats by $0.07, beats on revs; guides Q3 EPS below consensus; Q2 comps +2%

Reports Q2 (Jul) earnings of $0.39 per share, excluding non-recurring items, $0.07 better than the S&P Capital IQ Consensus of $0.32; revenues rose 7.9% year/year to $1.04 bln vs the $1 bln S&P Capital IQ Consensus.

Consolidated comparable sales increased 2%, following a 9% comparable sales increase last year (guidance called for low single digit increase in comps.) By brand, American Eagle's comparable sales decreased 1%, following a 7% increase last year. Aerie's comparable sales increased 16%, building on a 27% increase last year and marking the 19th consecutive quarter of double-digit growth. 

Co issues downside guidance for Q3, sees EPS of $0.47-0.49, excluding non-recurring items, vs. $0.52 S&P Capital IQ Consensus. Guidance is based on an Q3 anticipated comparable sales increase in the low to mid single digits.

Earnings this week : Sept 2 - 6, 19 (wk 36)

Monday (Sept 2)

• Labor Day Holiday

Tuesday (Sept 3)

• Morning: CONN NSSC TUFN
• Afternoon: COUP EGAN GSM HQY

Wednesday (Sept 4)

• Morning: AEO MIK  NAV VRA
• Afternoon: AVAV HOME CLDR CPRT DSGX MDB PANW PVTL REVG WORK SMAR VRNT

Thursday (Sept 5)

• Morning: BITA CIEN DCI GIII JW.A KIRK LE LVGO MDP SCWX SIG
• Afternoon: ABM CDMO CRWD DOCU DOMO GWRE KFY LULU MDLA PD NX SAIC ZM ZUMZ

Friday (Sept 6) 

• Morning: BRC GCO

Notable earnings reports:

• Coupa Software (NASDAQ:COUP) on September 3; Slack Technologies (WORK), Palo Alto Networks (NYSE:PANW), MongoDB (NASDAQ:MDB), Cloudera (NYSE:CLDR) and Pivotal Software (NYSE:PVTL) on September 4; Lululemon (LULU), DocuSign (NASDAQ:DOCU), Signet Jewelers (NYSE:SIG) and Zoom Video (NASDAQ:ZM) on September 5; Brady (NYSE:BRC) on September 6.

-=American Eagle (AEO) reported earnings on Tue 11 Dec 2018 (a/h)

American Eagle reports EPS in-line, misses on revs; guides Q4 EPS below consensus

• Reports Q3 (Oct) earnings of $0.48 per share, in-line with the S&P Capital IQ Consensus of $0.48; revenues rose 4.5% year/year to $1 bln vs the $1.02 bln S&P Capital IQ Consensus. 
• Consolidated comparable sales increased 8% (vs. high single-digit guidance and +8.4% estimates) following a 3% increase last year. By brand, American Eagle comparable sales increased 5%, building on a 1% increase last year. Aerie's comparable sales increased 32%, following a 19% increase last year, marking the 16th consecutive quarter of double-digit comp growth.
• Gross profit increased 7% to $399 million from gross profit of $375 million last year. The gross margin rate increased 80 basis points to 39.8% of revenue compared to 39.0% last year. Lower markdowns and rent leverage were slightly offset by increased delivery costs.
• Co issues downside guidance for Q4, sees EPS of $0.40-0.42 vs. $0.46 S&P Capital IQ Consensus, based on comparable sales in the positive mid- single digits vs. +3.6% estimates and total revenue growth in the low single digits. 

Earnings this week : Dec 10 - 14, 18 (wk 50)

Earnings confirmed to report this  week

Monday (Dec 10)    

• Morning: None
• Afternoon: ASNA CASY NX ROAD SFIX

Tuesday (Dec 11)

• Morning: DSW FRAN
• Afternoon: AEO PLAY POWL PVTL 

Wednesday (Dec 12)

• Morning: PLAB VRA
• Afternoon: NCS NDSN OXM TLRD

Thursday (Dec 13)

• Morning: CIEN
• Afternoon: ADBE CIVI COST

Friday (Dec 14)
None

American Eagle (AEO) reported earnings on Thur 31 May 18 (b/o)

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American Eagle beats by $0.01, beats on revs; guides Q2 EPS above consensus 

• Reports Q1 (Apr) earnings of $0.23 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus of $0.22; revenues rose 8.0% year/year to $823 mln vs the $811.46 mln Capital IQ Consensus. 
• Consolidated comparable sales increased 9% vs. +5.8% ests. By brand, American Eagle's comparable sales increased 4% and Aerie's comparable sales increased 38%.
• The gross margin rate increased 50 basis points to 37.0% of revenue compared to 36.5% last year, reflecting rent leverage and a favorable markdown rate, partially offset by increased digital delivery expense.
• Co issues upside guidance for Q2, sees EPS of $0.27-0.29, excluding non-recurring items, vs. $0.25 Capital IQ Consensus Estimate. Based on an anticipated comparable sales increase in the mid-single digits. 

American Eagle (AEO) reported earnings on Wed 23 August 2017 (b/o)

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American Eagle beats by $0.03, beats on revs; guides Q3 EPS in-line

• Reports Q2 (Jul) adj. earnings of $0.19 per share, $0.03 better than the Capital IQ Consensus of $0.16; revenues rose 2.7% year/year to $845 mln vs the $823.84 mln Capital IQ Consensus. 
• Consolidated comparable sales were up 2% vs. guidance calling for a flat to low single digit decline, following a 3% increase last year.
• Gross profit of $294 million compared to $307 million last year with a gross margin rate of 34.9% to revenue compared to 37.3% last year, a 240 basis point decline. The margin declined primarily due to increased promotional activity. Additionally, shipping costs and rent deleveraged. Total ending inventories at cost increased 3% to $433 million.
• Co issues in-line guidance for Q3, sees EPS of 0.36-0.38 vs. $0.38 Capital IQ Consensus. Based on anticipated comparable store sales in the range of flat to up low single digit.  
• "In the second quarter, we achieved sales and earnings above our expectations in a challenging retail environment. Sales trends improved and I'm proud of the continued growth in jeans, bottoms, women's apparel and Aerie, with encouraging signs in men's tops beginning to emerge. Our brands are strong and we have significant opportunity for further growth. I'm optimistic as we enter the second half of the year, and we remain focused on delivering product innovation, strengthening customer engagement and improving profit flow-through."

American Eagle (AEO) reported earnings on Wed 17 May 17 (b/o)

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• American Eagle (AEO) misses 1Q profit forecasts, plans to accelerate store closings

The Pittsburgh-based American Eagle Outfitters (NYSE: AEO) shuttered three stores and opened six in the first quarter and estimated between 25 and 40 store closings for the fiscal year ending in April 2018, with between 32 and 37 stores opening across its various brands including the flagship AE brand and aerie women’s apparel location.

There were 1,053 stores as of April 29, up three overall from the beginning of the year. But that could be changing soon. One of the stores closed in January was in the SouthSide Works in Pittsburgh, about a block from American Eagle's corporate headquarters.

“We are looking to get more aggressive with store closings,” said CFO Bob Madore during American Eagle Outfitters’ first-quarter conference call with analysts.

American Eagle missed analyst expectations in the first quarter, with profit of $25.2 million, 14 cents a share, compared to $40.5 million, 22 cents a share, a year ago. Analysts polled by FactSet expected 17 cents a share profit.

There were apparently some layoffs in the first quarter at its Pittsburgh headquarters, although few details were disclosed. American Eagle reported a $5.4 million charge, 2 cents a share, that involved severance charges in what the company called a "home office restructuring" and its previously announced plan to close or convert company and owned stores overseas to licensed partnerships.

American Eagle (AEO) reported earnings on Wed 1 March 17 (b/o)

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American Eagle beats by $0.01, misses on revs; guides AprQ EPS below consensus; comps up slightly; exploring an initiative to convert stores in the UK, China and Hong Kong to licensed partnerships:

• Reports Q4 (Jan) earnings of $0.39 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus of $0.38; revenues fell 0.8% year/year to $1.10 bln vs the $1.11 bln Capital IQ Consensus.
• Co issues downside guidance for Q1 (Apr), sees EPS of $0.15-0.17, excluding non-recurring items, vs. $0.21 Capital IQ Consensus Estimate. Co guides to AprQ comps of flat to a low single digit decline.
• JanQ same store comps were up slightly, following a 4% increase last year.
• In Q4 (Jan), co had asset impairment and restructuring charges totaling $21 mln related to its owned and operated stores in the UK, China and Hong Kong. The company is exploring an initiative to convert those markets to licensed partnerships. Related to these initiatives, the company expects to incur additional restructuring charges in fiscal 2017.

American Eagle (AEO) reported earnings on Wed 8/17/16 (b/o)

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American Eagle beats by $0.02, reports revs in-line; guides Q3 EPS in-line

• Reports Q2 (Jul) earnings of $0.23 per share, $0.02 better thanthe Capital IQ Consensus of $0.21; revenues rose 3.2% year/year to $822.6 mln vs the $821.16 mln Capital IQ Consensus. 
• Consolidated comparable sales increased 3% vs. low single digit guidance and estimates near +3.2%, following an 11% increase last year.
• Gross profit increased 8% to $307 million and as a rate to revenue, expanded 160 basis points to 37.3%. The increase was driven by improved merchandise margin due to lower cost and higher realized selling prices. This was partially offset by increased delivery expense related to growth in digital sales.
• Co issues in-line guidance for Q3, sees EPS of $0.40-0.41 vs. $0.40 Capital IQ Consensus and $0.35 last year; sees low single digit comps, below estimates near +6%.

American Eagle (AEO) reported earnings Wed 2 Dec 2015 (a/h)

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American Eagle beats by $0.01, misses on revs; guides Q4 EPS in-line; Q3 comps +9%:

• Reports Q3 (Oct) earnings of $0.35 per share, $0.01 better than the Capital IQ Consensus of $0.34; revenues rose 7.6% year/year to $919.1 mln vs the $930.31 mln Capital IQ Consensus; Q3 comps +9% vs -5% last year. Gross profit increased 17% to $368 million and the gross margin rate leveraged 310 basis points to 40.0%.
• Co issues in-line guidance for Q4, sees EPS of $0.40-0.42 vs. $0.41 Capital IQ Consensus Estimate; sees mid single-digit increase in comparable sales in Q4; Q4 ending inventory at cost is expected to be up in the high single-digits.