Aerie Q3 Sales +12.6%

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Aerie sales rose 12.6% in the third quarter to $461.989 million, up from $410.442 million in the three months ended November 2, 2024. Parent company American Eagle Outfitters (AEO) reported net income of $91.344 million on record Q3 revenue of 1.363 billion, compared to a profit of $80.019 million on sales of $1.289094 billion last year. Comparable sales for the Aerie lingerie brand were up 11%, while for the American Eagle apparel label comps were up just 1%.

“I’m extremely pleased with the significant trend change across our business reflecting decisive steps taken from merchandising to marketing to operations—all having a positive impact,” declared CEO Jay Schottenstein referring to the company as a whole. He added, “Strong momentum has continued into the fourth quarter, including an excellent start to the holiday season. We delivered a record-breaking Thanksgiving weekend, led by an acceleration in demand across brands and channels and underscored by outstanding growth at Aerie and Offline. We are focused on finishing the season strong and sustaining our success into 2026 and beyond,.”

As of November 1 AEO was operating 329 Aerie and Offline locations, which include both stand alone stores and ones that are “side-by-side” American Eagle shops. There were also 830 American Eagle brand stores and 23 Todd Snyder shops. 

The company as a whole stated it is “raising its fourth quarter operating income guidance to $155 to $160 million based on comparable sales in the range of positive 8% to 9% with similar growth for total revenue. Previous fourth quarter guidance of operating income of $125 to $130 million was based on comparable sales in the positive low single digits. For the year, adjusted operating income guidance rises to $303 to $308 million, with comparable sales in the low single digits from prior guidance of adjusted operating income of $255 to $265 million on flat comparable sales.”

AEO added that the “Net Tariff Impact” for the company as a whole for the year is expected to be approximately $70 million.”