American Eagle Outfitters Gestion
Gestion contrôle des critères 3/4
Le PDG American Eagle Outfitters est Jay Schottenstein, nommé en Jan2014, a un mandat de 12.33 ans. La rémunération annuelle totale est $ 12.66M, composée du salaire de 13.8% et des bonus 86.2%, y compris les actions et options de la société. détient directement 4.75% des actions de la société, d'une valeur de $ 131.58M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 7.3 ans et 14.9 ans.
Informations clés
Jay Schottenstein
Directeur général
US$12.7m
Rémunération totale
| Pourcentage du salaire du PDG | 13.82% |
| Durée du mandat du directeur général | 12.3yrs |
| Propriété du PDG | 4.8% |
| Durée moyenne d'occupation des postes de direction | 7.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 14.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 19
AEO: Holiday Margin Discipline And Solid Q4 Execution Will Support Bullish Outlook
Analysts have lowered the fair value estimate for American Eagle Outfitters to $17.00 from $19.00, reflecting slightly higher discount assumptions, modestly different revenue expectations, and updated sector price targets as inflation and consumer spending concerns affect specialty retail valuations. Analyst Commentary Recent Street research on American Eagle Outfitters points to a mixed backdrop, with several bearish analysts trimming price targets and flagging macro and execution risks even as they acknowledge areas of operational strength.
Mise à jour du récit • May 05
AEO: Aerie Momentum And Buybacks Will Support Higher Future Earnings Multiple
The updated analyst price target for American Eagle Outfitters moves from $21.50 to about $33.10. This reflects analysts' refreshed assumptions for slightly higher revenue growth, profit margins and a higher future P/E multiple, even as recent Street research stays mixed, with several firms trimming their targets while still pointing to ongoing Aerie strength and solid recent results.
Mise à jour du récit • Apr 21
AEO: Aerie Momentum And Share Repurchases Will Support Future Upside Potential
Analysts have adjusted their views on American Eagle Outfitters, with price targets now ranging from $19 to $25. This reflects updated models after Q4 results, continued Aerie strength, and a cautious stance given the broader macro backdrop.Seeking Alpha • Apr 16
American Eagle Outfitters' Shareholders Swoon For Sweeney
Summary American Eagle Outfitters remains a 'buy' as revenue growth and expanded influencer partnerships, notably with Sydney Sweeney, drive strong sales momentum. AEO's comparable sales rose 8% in Q4, with Aerie and OFFLINE brands achieving 23% growth, reflecting effective marketing and store refresh strategies. Despite one-off charges impacting net profit, adjusted net income and EBITDA improved; management guides for mid-single-digit comparable sales growth and $390–$410 million operating income in FY2026. AEO trades at attractive absolute and relative multiples, has no debt, $238.9 million in cash, and is positioned for further upside with new product launches and store expansion. Read the full article on Seeking AlphaMise à jour du récit • Apr 06
AEO: Aerie Strength And Margin Discipline Will Support Future Upside Potential
Narrative Update: American Eagle Outfitters Analyst Price Target Shift The updated analyst price target for American Eagle Outfitters sits in a tighter $19 to $28 range, with several firms trimming or modestly lifting targets by $1 to $7 as analysts factor in solid recent results, Aerie brand resilience, tighter promotions, and a more uncertain macro backdrop into slightly lower growth and a modestly reduced future P/E assumption. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism on execution and caution on the risk and reward trade off.Mise à jour du récit • Mar 23
AEO: Aerie Execution And Margin Discipline Will Drive Bullish Outlook
Analysts have trimmed the consolidated price target for American Eagle Outfitters to about $23.89 from $25.78. This reflects a mix of reduced targets tied to a tougher macro backdrop and model resets after Q4, partly offset by support from Aerie strength, margin discipline and modest upward revisions from firms that remain Neutral on the stock.Mise à jour du récit • Mar 09
AEO: Holiday Margin Discipline And Aerie Strength Will Shape Fairly Balanced Outlook
The analyst price target for American Eagle Outfitters has been reduced by $1 to $19. Analysts cited slightly lower modeled revenue growth and a higher discount rate, while still noting firm profit margins and a lower assumed future P/E multiple.Mise à jour du récit • Feb 23
AEO: Holiday Margin Discipline Will Test Weak Brand Positioning Risk
Analysts have raised their blended price targets on American Eagle Outfitters to a range of $20 to $28, citing disciplined margins in a promotional retail environment and a holiday update that exceeded expectations, while also highlighting ongoing challenges related to brand positioning and demand visibility. Analyst Commentary Recent research points to a mixed setup for American Eagle Outfitters, with higher price targets sitting alongside cautious ratings and concerns about execution and growth visibility.Mise à jour du récit • Feb 09
AEO: Holiday Earnings Will Expose Margin Risks In Promotional Retail Environment
Narrative Update The analyst price target for American Eagle Outfitters has been raised to $20 from $18. Analysts point to recent price target increases across several firms, commentary around solid holiday performance, disciplined margins in a promotional retail setting, and expectations for upcoming earnings as key supports for the new fair value estimate and the updated P/E and margin assumptions.Mise à jour du récit • Jan 25
AEO: Holiday Execution And Margin Discipline Will Test Brand Momentum
Narrative Update on American Eagle Outfitters The updated analyst price target for American Eagle Outfitters moves to US$25.78 from US$22.88, as analysts point to a solid holiday update, disciplined promotions and inventory management, along with a revised future P/E assumption that aligns more closely with recent sector research. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism around execution and caution around brand strength and sector risk.Mise à jour du récit • Jan 10
AEO: Q3 Earnings Will Test Holiday Hype And Macro Tailwinds
Analysts have raised their price expectations for American Eagle Outfitters to a range of approximately $22 to $24, citing sector-wide optimism around inventory discipline, potential benefits from lower interest rates and gas prices, and a likely catalyst from the upcoming Q3 earnings update. Analyst Commentary Recent research points to a more balanced setup for American Eagle Outfitters, with some optimism around sector trends offset by lingering concerns about demand and execution risk.Mise à jour du récit • Dec 24
AEO: Q3 Earnings Are Expected To Expose Overstretched Holiday Optimism
Analysts have raised their fair value estimate for American Eagle Outfitters from $10.00 to $18.00 per share. This reflects increased confidence in faster revenue growth, improved profit margins, and a more constructive outlook on the company’s future earnings multiple following recent positive price target revisions and expectations for a Q3 earnings catalyst.Mise à jour du récit • Dec 10
AEO: Marketing Momentum And Q3 Earnings Are Expected To Test Margins
Analysts have raised their price target on American Eagle Outfitters by about $6.50 per share to approximately $22.90, citing expectations for stronger revenue growth, improving profit margins, a slightly lower discount rate, and a supportive earnings catalyst as justification for the higher valuation multiple. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects growing confidence in the company’s ability to sustain revenue momentum while expanding margins, supporting a higher valuation multiple over the near to medium term.Article d’analyse • Dec 02
American Eagle Outfitters, Inc. (NYSE:AEO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable
Despite an already strong run, American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have been powering on, with a gain...Mise à jour du récit • Nov 26
AEO: Marketing Campaign Momentum Will Face Margin Pressure Into Next Year
Analysts have modestly increased their price target for American Eagle Outfitters, with the fair value estimate edging up from $16.39 to $16.44. This reflects expectations for operational recovery and improved sales momentum highlighted in recent research notes.Mise à jour du récit • Nov 12
AEO: Brand Campaigns And Margin Headwinds Will Shape Measured Outlook
American Eagle Outfitters' analyst price target has increased from $15.94 to $16.39. This reflects ongoing signs of stabilization, an improved Q2 performance, and renewed optimism around the Aerie brand.Article d’analyse • Sep 20
American Eagle Outfitters (NYSE:AEO) Is Paying Out A Dividend Of $0.125
American Eagle Outfitters, Inc.'s ( NYSE:AEO ) investors are due to receive a payment of $0.125 per share on 29th of...Mise à jour du récit • Sep 20
Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead
American Eagle Outfitters’ price target was raised to $15.94 as analysts cited a strong Q2 EPS beat, operational recovery, and outperformance at Aerie, while noting ongoing cost headwinds may temper future upside. Analyst Commentary Strong Q2 EPS beat driven by lower promotional activity, disciplined spending, improved sell-through, and better gross margins.Article d’analyse • Sep 17
Some May Be Optimistic About American Eagle Outfitters' (NYSE:AEO) Earnings
American Eagle Outfitters, Inc.'s ( NYSE:AEO ) recent soft profit numbers didn't appear to worry shareholders, as the...Mise à jour du récit • Sep 05
Digital Channel Pressures And Rising Tariffs Will Erode Margins
Analysts have raised their price target for American Eagle Outfitters to $15.17, citing stronger Q2 results from improved sales, lower promotions, better inventory management, and successful brand initiatives, though some caution remains on margin pressures and sustainability. Analyst Commentary Bullish analysts highlight strong Q2 EPS beats driven by improved sales, lower promotional activity, and better inventory management.Article d’analyse • Aug 20
American Eagle Outfitters, Inc.'s (NYSE:AEO) Price Is Right But Growth Is Lacking After Shares Rocket 27%
American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have had a really impressive month, gaining 27% after a shaky...Article d’analyse • May 25
American Eagle Outfitters (NYSE:AEO) Is Looking To Continue Growing Its Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Article d’analyse • May 09
Is American Eagle Outfitters, Inc. (NYSE:AEO) Trading At A 49% Discount?
Key Insights American Eagle Outfitters' estimated fair value is US$22.13 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Apr 29
American Eagle Outfitters: Positive Comps Growth And Deep Value Prices Make It An Appealing Buy
Summary American Eagle Outfitters is a value stock, appealing due to a 30% drop and a strategic growth plan focusing on popular subsidiaries like Aerie. The company, founded in 1977, includes brands American Eagle, Aerie, and Offline, with American Eagle focusing on low-cost denim to regain sales momentum. Aerie has driven recent growth, leading to store expansions and contributing significantly to company revenue, while American Eagle store counts are being reduced. Despite macroeconomic uncertainties, American Eagle's deep value at ~7x P/E - amid a generous buyback plan and 5% yield - makes it a very compelling buy. Read the full article on Seeking AlphaArticle d’analyse • Apr 06
American Eagle Outfitters' (NYSE:AEO) Dividend Will Be $0.125
American Eagle Outfitters, Inc.'s ( NYSE:AEO ) investors are due to receive a payment of $0.125 per share on 25th of...Seeking Alpha • Mar 25
American Eagle Outfitters: I No Longer Think FY 2025 Will Be A Good Year (Rating Downgrade)
Summary Downgrade American Eagle Outfitters to a hold due to weak macro climate, FX, tariff headwinds, and disappointing 1Q25 guidance impacting FY25 EBITDA expectations. 4Q24 results were solid, with revenue slightly above estimates, improved margins, and EPS beating consensus, but demand has turned soft. 1Q25 guidance shows declining sales and margins, indicating broader macro weakness affecting AEO, making my FY25 targets unachievable. Additional FX and tariff headwinds further strain AEO's outlook, making a strong recovery unlikely and justifying a hold rating. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jan 31 2026 | US$13m | US$2m | US$192m |
| Nov 01 2025 | n/a | n/a | US$208m |
| Aug 02 2025 | n/a | n/a | US$197m |
| May 03 2025 | n/a | n/a | US$197m |
| Feb 01 2025 | US$15m | US$2m | US$329m |
| Nov 02 2024 | n/a | n/a | US$231m |
| Aug 03 2024 | n/a | n/a | US$248m |
| May 04 2024 | n/a | n/a | US$219m |
| Feb 03 2024 | US$17m | US$2m | US$170m |
| Oct 28 2023 | n/a | n/a | US$218m |
| Jul 29 2023 | n/a | n/a | US$203m |
| Apr 29 2023 | n/a | n/a | US$112m |
| Jan 28 2023 | US$10m | US$2m | US$125m |
| Oct 29 2022 | n/a | n/a | US$121m |
| Jul 30 2022 | n/a | n/a | US$192m |
| Apr 30 2022 | n/a | n/a | US$356m |
| Jan 29 2022 | US$15m | US$2m | US$420m |
| Oct 30 2021 | n/a | n/a | US$373m |
| Jul 31 2021 | n/a | n/a | US$279m |
| May 01 2021 | n/a | n/a | US$143m |
| Jan 30 2021 | US$15m | US$2m | -US$209m |
| Oct 31 2020 | n/a | n/a | -US$208m |
| Aug 01 2020 | n/a | n/a | -US$185m |
| May 02 2020 | n/a | n/a | -US$107m |
| Feb 01 2020 | US$8m | US$2m | US$191m |
Rémunération vs marché: La rémunération totale de Jay ($USD 12.66M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.02M ).
Rémunération et revenus: La rémunération de Jay a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Jay Schottenstein (71 yo)
12.3yrs
Titularisation
US$12,662,838
Compensation
Mr. Jay L. Schottenstein serves as Co-Vice Chairman at Axxes Direct Advisors LLC. He is a is the Co-Vice Chairman of the Board of Axxes Capital. He is also the Chairman of SB360 Capital Partners LLC.He ha...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman of the Board & CEO | 12.3yrs | US$12.66m | 4.75% $ 131.6m | |
| President and Executive Creative Director of AE & Aerie | 4.9yrs | US$7.25m | 0.19% $ 5.2m | |
| Executive VP & CFO | 6.1yrs | US$3.10m | 0.083% $ 2.3m | |
| Executive VP & Chief Legal Officer | less than a year | US$1.22m | 0.013% $ 355.8k | |
| Executive VP & Chief Human Resources Officer | 4.7yrs | US$1.86m | 0.031% $ 860.1k | |
| Senior VP | 8.6yrs | pas de données | 0.017% $ 470.8k | |
| Executive VP and Chief Supply Chain | 1.3yrs | pas de données | pas de données | |
| Senior Vice President of Corporate Communications & Investor Relations | 26.3yrs | pas de données | pas de données | |
| VP of Corporate Governance | 12.7yrs | pas de données | pas de données | |
| Chief Marketing Officer | no data | pas de données | pas de données | |
| Head of Stores-US and Executive Vice President | 23.2yrs | US$1.63m | pas de données | |
| Executive Vice President - Chief Talent and Culture Officer | no data | pas de données | pas de données |
7.3yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de AEO est chevronnée et expérimentée (7.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman of the Board & CEO | 34.2yrs | US$12.66m | 4.75% $ 131.6m | |
| Independent Director | 18.9yrs | US$402.50k | 0% $ 0 | |
| Independent Director | 21.9yrs | US$395.00k | 0.059% $ 1.6m | |
| Independent Director | 7.3yrs | US$370.00k | 0% $ 0 | |
| Independent Director | 12.9yrs | US$377.50k | 0.034% $ 931.8k | |
| Lead Independent Director | 14.9yrs | US$487.50k | 0% $ 0 | |
| Independent Director | 8.2yrs | US$374.50k | 0.034% $ 952.3k |
14.9yrs
Durée moyenne de l'emploi
71yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la AEO est chevronné et expérimenté ( 14.9 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 10:16 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
American Eagle Outfitters, Inc. est couverte par 37 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew McClintock | Barclays |
| Adrienne Yih-Tennant | Barclays |
| Lorraine Corrine Hutchinson | BofA Global Research |