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American Eagle Outfitters Community
NYSE:AEO Community
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American Eagle Outfitters
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead
Key Takeaways Strategic investments in digital platforms and store optimization aim to enhance supply chain efficiency and boost net margins. Expanding product offerings, particularly in activewear and denim, targets increased market share and robust revenue growth.
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US$11.40
FV
n/a
intrinsic discount
0.26%
Revenue growth p.a.
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Updated
narrative
American Eagle Outfitters
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Declining Physical Stores Will Strain Margins Though Digital May Help
Key Takeaways Ongoing shifts to digital channels and demographic changes threaten relevance, compressing margins and curbing long-term revenue and earnings growth. Heightened competition, sustainability pressures, and alternative retail models undermine profitability and risk prolonged stagnation in market share and cash flow.
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US$9.00
FV
33.7% overvalued
intrinsic discount
-0.81%
Revenue growth p.a.
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0
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6 days ago
author updated this narrative
American Eagle Outfitters
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Urbanization And Digital Trends Will Broaden Gen Z Apparel Appeal
Key Takeaways Streamlined supply chain, aggressive cost control, and digital investments are set to drive both margin improvements and earnings growth beyond typical expectations. Aerie, OFFLINE, and core brands capitalize on shifting consumer values and omni-channel trends, fueling market share gains and long-term brand loyalty.
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US$16.78
FV
28.3% undervalued
intrinsic discount
2.01%
Revenue growth p.a.
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6 days ago
author updated this narrative
Your Valuation for
AEO
AEO
American Eagle Outfitters
Your Fair Value
US$
Current Price
US$12.03
8.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-108m
5b
2015
2018
2021
2024
2025
2027
2030
Revenue US$5.4b
Earnings US$202.2m
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