AEO · American Eagle Outfitters Inc

Raises Fourth Quarter Operating Income Outlook to $167 to $170 Million American Eagle Outfitters, Inc. (NYSE: AEO) today announced that fourth quarter-to-date comparable sales, through Saturday, January 3, 2026, are up in the high single digits. Sales trends are positive across brands and channels with American Eagle comp growth in the low single digits and Aerie comps in the low twenties. Following a record holiday season, the company is raising its fourth quarter operating income* to a range of $167 to $170 million, up from the previous guidance of $155 to $160 million. The increase largely reflects solid margin performance and anticipates consolidated comparable sales up in the range of 8% to 9%. Fourth quarter operating income guidance also includes approximately $50 million of pressure from tariffs, as previously disclosed. “Momentum continued in the fourth quarter with record December sales fueled by the power of our brands, with particularly strong growth at Aerie and Offline