AEO
Market read
The latest filing is mixed. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if AEO's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Historically, our operations have been seasonal, with a large portion of total net revenue and operating income occurring in the third and fourth fiscal quarters, reflecting increased demand during the back-to-school and year-end holiday selling seasons, resp…”10-Q · Sep 10, 2026 ↗
“Interest Expense, net 26 Weeks Ended Increase/(Decrease) August 1, 2026 August 2, 2025 (In thousands) (In thousands) (Percentage) Interest expense, net $ 54,978 $ 1,700 $ 53,278 3134 % Interest expense as a percentage of net revenue 2.1 % 0.1 % 200 basis poin…”10-Q · Sep 10, 2026 ↗
“Current Trends and Outlook Macroeconomic Conditions, Inflation and Tariffs During Fiscal 2025 and the 13 and 26 weeks ended August 1, 2026, our results were negatively impacted by macro-economic challenges and global inflationary pressures impacting consumer…”10-Q · Sep 10, 2026 ↗
“All impairments were recorded due to insufficient prospective cash flows to support the asset value, resulting from the restructuring of Quiet Platforms.”10-K · Mar 30, 2026 ↗
Valuation discipline
Price/sales 0.5× · EV/sales 0.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for AEO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-03 against the comparable filing from 2025-06-05.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“Interest Expense (Income), net 33 13 Weeks Ended Increase/(Decrease) May 2, 2026 May 3, 2025 (In thousands) (In thousands) Interest expense (income), net $ 7,853 $ (219 ) $ (8,072 ) Interest expense (income) as a percentage of net revenue 0.7 % 0.0 % -70 basis points The increase in interest expense (income), net is primarily driven by $7 million of accretion expense related to the Participation Agreement for tariff refund claims.”
“Gross Profit 13 Weeks Ended Increase/(Decrease) May 2, 2026 May 3, 2025 (In thousands) (In thousands) (Percentage) Gross Profit $ 456,172 $ 322,421 $ 133,751 41 % Gross Margin 38.2 % 29.6 % 860 basis points The 41% increase in gross profit was primarily driven by an increase of $138 million in merchandise margin due to higher sales, as well as last year's $75 million inventory write-down of spring and summer merchandise.”
“The increase was primarily the result of a $111 million increase in gross profit driven by increased merchandise margin on the $121 million, or 34%, increase in total net revenue, partially offset by a $12 million increase in buying, occupancy, and warehousing expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Baldwin served in human resources leadership roles focused on the growth and expansion of Starbucks Corporation and building a culture of inclusion at Diageo North America, Inc.”
“Baldwin served in human resources leadership roles focused on the growth and expansion of Starbucks Corporation and building a culture of inclusion at Diageo North America, Inc.”
“He also served on the Board of Directors for Albertsons Companies, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
AEO is currently a Early Follower in the organic co-movement group Apparel Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.