옵션 체인은 다양한 행사가격과 만기일에 대한 American Eagle Outfitters의 주식 옵션 주요 데이터를 보여줍니다. 트레이더들은 이 정보를 사용하여 잠재적 거래를 분석하고 American Eagle Outfitters에 대한 시장 심리를 평가합니다..

American Eagle Outfitters (NYSE:AEO) 주식, 옵션 체인

American Eagle Outfitters

American Eagle Outfitters Inc is a specialty retailer. The company is engaged in the retail of apparel and accessories with company stores in the United States, Canada, Mexico, and Hong Kong. The Company leases all store premises, regional distribution facilities, some of its office space, and certain information technology and office equipment. American Eagle also has its online business. It operates in two segments: American Eagle and Aerie. The majority of its revenue comes from its primary brand, American Eagle, which offers an assortment of specialty apparel, accessories, and personal care products for women and men. Geographically, it generates the majority of its revenue from the United States.

Usa,And,China,Trade,War.,China,And,United,States,Of

Opinion

Trading Ideas

COLM

LEVI

마진이 좁은 상황에서 소비자에게 비용을 전가하거나 생산을 미국으로 이전하는 것은 대부분의 기업에게 선택지가 아니다.다음은 가장 큰 타격을 받을 것으로 예상되는 4대 의류 브랜드 기업이며, 투자자들은 주의해야 한다.

미중 무역 전쟁으로 가장 큰 타격 입을 대형 의류 브랜드 주식 4종목

Kuala,Lumpur,,Malaysia,-,December,01,,2023:,Interior,Shot,Of

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JP모건 애널리스트 매튜 보스(Matthew R. Boss)에 따르면, 1분기 소매업 펀더멘털은 예상에 근접한 추세를 보이고 있으며, 부활절이 있는 4월 말에 더 강력한 모멘텀이 나타날 조짐을 보이고 있다. 

JP모건 애널리스트 &#34;관세 압력 증가 시 소비자들은 할인 소매업체 찾을 것&#34;

Defending Tariffs Despite Market Reactions

Politics

Global

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수요일 트럼프 대통령은 4월 5일부터 모든 수입품에 대해 10%의 관세를 부과하고 미국 상품에 장벽을 부과하는 &#39;주요 위반국&#39;으로 간주되는 약 60개국을 대상으로 상당히 높은 관세를 부과하는 등 세계 무역을 재편하고 미국 제조업 부흥을 목표로 하는 전면적인 관세 부과를 발표했다.

트럼프 관세 충격으로 폭락한 소매업체 주식은?

American Eagle Outfitters, Inc. Common Stock

American Eagle Outfitters Inc

AEON FINCL SVCS JPN ORD by Aeon Financial Services Co., Ltd.

AEON Financial Service Co Ltd

AEON Biopharma, Inc. Class A Common Stock

AEON Biopharma Inc

AEON CREDIT SERVICE ASIA by Aeon Credit Service Asia Company Ltd

AEON REIT INVT CORP by AEON REIT INVT CORP.

AEON REIT Investment Corp

AEROPORTS DE PARIS ADP by Aeroports de Paris ADP

Aeroports de Paris SA

The average tariff rate on Chinese goods entering the United States is currently over 145%, far higher than anything President <a href="https://www.benzinga.com/topic/donald-trump">Donald Trump</a> introduced during his first term and a rate that already has severe economic effects.
While many companies opened their pocketbooks to stock up on extra merchandise to avoid tariffs, those stockpiles will dwindle in a few months, and consumers will feel the brunt of the added costs. Apparel manufacturers and retailers that source large portions of their products from China or other Asian countries will be most affected.
With tight margins, passing on costs to consumers or moving production back to the U.S. is not an option for most of them. 
Here are the four big-brand apparel companies that will be worst hit &#8211; investors beware.
<h2 class="wp-block-heading">V.F. Corp.&nbsp;</h2>
VF Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) cut its dividend by 71% during an October 2023 earnings release, but that was just the tip of the iceberg for the apparel manufacturer that claims popular brands like Timberland, Vans, North Face, JanSport, and Dickie's. The stock was trading near $90 per share in the spring of 2021 and suffered a stunning decline over the next three years, bottoming out under $13 per share amid sales slumps and competition from cheaper online competitors. The stock was beginning to rebound from its May 2024 lows, but then the trade war hit, and shares slumped from $26 back down to under $11.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcBjBKW00Cvzi7K_zvvxJcFOIuERkwISPI7_MsmpYhtc-h_-rE-5QiNcM3xtnE5xRtDDObwpehiC9iFIBsvboyjTdObyILg5QrgD8Aq101I_7ylRmmZl9XERRja_Pr9YwI0qF1xqA?key=sXJ17IrwuKIuXW9LDYR8oIXq" alt="" /></figure>
VFC is not well-equipped to handle an extensive trade war, considering the bulk of its production comes from Asia. The company has over 400 factories in China and another 200 in Vietnam but fewer than 50 locations in the United States. Moving production back to the U.S. is untenable, so the VFC will need to seek out sites in nations with lower tariff rates, like India. VFC trades at 11 times forward earnings, which is on the high side for apparel manufacturers, especially considering its close competitor, PVH Corp, trades at just 5 times forward earnings. The company also has a high debt-to-equity ratio (3.42), declining revenue, and poor Benzinga Edge ratings, including a paltry 16.94 in Value. VFC may have brand value, but this is one falling knife not worth catching right now.
<h2 class="wp-block-heading">Columbia Sportswear Co.&nbsp;</h2>
Columbia (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NYSE">COLM</a>) is another apparel company specializing in footwear and outerwear with a heavy manufacturing presence in Asia. Marketing mostly under its namesake flagship brand, Columbia was already losing market share as its sales primarily come through wholesale distribution to department and sporting goods stores. And while its products are sold worldwide, the primary manufacturing hubs are in China, Vietnam, Cambodia, and Taiwan. Although the company has significant operations in Japan, India, and Bangladesh, surviving a tariff war without further damage will be difficult due to declining margins and a valuation that doesn't match the fundamentals.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdzrGNLXgnGi5ddNDNYN55jQZFTbUpBm8E8yYxNPgrpngIuvH1JN53EyCYMs0iENlbwwKfilSLQA7X_nQIc_AL9f2XdnNCK6fDyfo6zKCFmlmgg2rUAN7bHF0NnGWfXW-FQjxFh5Q?key=sXJ17IrwuKIuXW9LDYR8oIXq" alt="" /></figure>
COLM trades at 16.5 times forward earnings, far higher than most apparel manufacturers, and a figure not supported by profit margins that have now dropped under 7%. Revenue has declined in four of the last five quarters, and the dividend yields just 1.87%. COLM also rates poorly on Benzinga Edge, including a 29.11 Momentum score and 39.30 Quality score. The stock chart matches these scores as a Death Cross (where the 50-day moving average drops below the 200-day moving average) formed earlier this month. The Relative Strength Index (RSI) is still above the oversold threshold at 37, indicating that the stock may still have room to drop.
<h2 class="wp-block-heading">American Eagle Outfitters Inc.&nbsp;</h2>
American Eagle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) used to be a staple in every suburban mall, but now the brand has fallen in both stature and profitability. American Eagle owns both its namesake brand and the more affordable Aerie brand, although it doesn't own any of the factories around the world where its clothes are produced. The company sources its goods from a global array of facilities, including 101 factories in China, 67 in Vietnam, 39 in India, 27 in Cambodia, and 24 in Bangladesh. Although the company has other sources in Central America and Europe, most of its suppliers reside in Asia, which presents a problem in the current tariff environment.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd0BbOecuJufdVxg0kMALPLLqJ9cl3fbjn3XW5xGNZkdzRZaNB48nKT45HsTfmRFHANAFjW8f3PFZtxnRm6DMakRWs-Qj6oaW_oi9p5xA_mnT2nfhCpg24IfxflKoJJoJ1IpEvAuw?key=sXJ17IrwuKIuXW9LDYR8oIXq" alt="" /></figure>
AEO's valuation makes it look tempting to buy, but investors should be cautious due to the company&#8217;s heavy reliance on Asian facilities it does not own. AEO shares trade at just 7.4 times forward earnings with a 0.36 Price-to-Sales (P/S) ratio, but its profit margins are lower than those of competitors like Abercrombie and Fitch and Urban Outfitters. The stock hasn't traded above its 200-day moving average since last October, and it is one of the most heavily shorted apparel retailers, with nearly 19% of its float sold short.
<h2 class="wp-block-heading">Levi Strauss and Co.&nbsp;</h2>
Levi Strauss (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>) makes arguably the world's most famous pair of jeans, but unfortunately, those jeans are manufactured in areas facing heavy tariffs. The company's factory list spans a wider geographic range than Columbia or VF Corp, but the Asian presence is heavy, especially in China, Cambodia, and Vietnam. Its only locations in the United States are in Los Angeles. 
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXenfA3PMf7c4DJtQFcipbzAYAsKz9Uwm4mG1eIQ8W_1zjRDDzPitwbDGLgWXzQfeJFRKnLm1mWWzHeNcl2t2tq8ICN5wcSukMmHPvIEyiiyVvBQsD9GMQTtpcaV2cRpetdE27Jcrg?key=sXJ17IrwuKIuXW9LDYR8oIXq" alt="" /></figure>
Unlike Columbia or VF Corp, Levi's saw its revenue and margins rebound from the lows of 2024. In February, it posted its first profit margin of over 5% since May 2023, and revenue grew for the third consecutive quarter. However, the company still faces headwinds beyond tariffs, as LEVI shares trade at 11.6 times forward earnings with a high Price-to-Book (P/B) ratio of 3.01. Its dividend payout ratio (DPR) is also over 58%, an elevated figure for an apparel manufacturer. Benzinga Edge is not fond of the stock either, ranking it 25.66 in Momentum and 60.95 in Growth. And finally, the stock is trading firmly below its 50-day and 200-day moving averages, a technical signal pointing to more downside momentum.
<h2 class="wp-block-heading">Matt Maley Alerts Inner Circle Before TV Appearances</h2>
While millions watch Matt discuss tariffs on Bloomberg, CNBC, and more — only his Inner Circle members received his specific trade recommendations. Get Behind the Scenes Access <a href="https://www.benzinga.com/premium/ideas/7-day-free-trial-matt-maley-inner-circle/?el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}&amp;utm_adType=SponsorAd&amp;utm_ad=RD0425&amp;utm_campaign=7daytrial">HERE</a>
Editorial content from our Expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

China Trade War: 4 Big-Brand Stocks That Will Suffer Most

WIIM

ADNT

AENT

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BABA

BKNG

BROS

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Select Sector SPDR-Consumer Discretionary

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Shares of companies in the broader consumer discretionary sector are trading higher after President Trump indicated tariffs against China will be lowered and trade tensions may de-escalate. Tariff concerns have weighed on the sector this year due to their expected impact on consumer spending.

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Shares of companies in the broader consumer discretionary sector are trading higher amid Treasury Secretary Scott Bessent's remarks about trade de-escalation with China, which may relieve potential cost pressures for the consumer and lead to an uptick in spending.

More consumers are trading down, and a noticeable shift toward off-price and <a href="https://www.benzinga.com/topic/consumer-spending">discount retailers is emerging</a>.
What Happened: According to J.P. Morgan analyst Matthew R. Boss, retail fundamentals in the first-quarter are tracking close to expectations with signs of stronger momentum in late April due to the timing of Easter.
Apparel and footwear spending remained solid, boosted by affluent consumers and stable lower-income budgets, he says. Most retailers, however, are adopting a four-part strategy to offset new tariffs: renegotiating with suppliers, shifting sourcing, improving cost structures, and applying selective price hikes. 
Also Read: <a href="https://www.benzinga.com/25/04/44791936/whats-going-on-with-ionq-stock-today">What&#8217;s Going On With IonQ Stock Today?</a>
Here are some key takeaways from his April 14 report: 
<ul>
<li>Store expansion remains a key revenue driver for companies like Ollie&#8217;s Bargain Outlet Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>), Burlington Stores Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) and Boot Barn Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>).</li>
<li>Global brands such as Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>) and PVH Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) are reporting healthy order books and improving visibility.</li>
<li>The analyst reiterated a Neutral rating on the shares of PVH and lowered the price forecast from $91.00 to $87.00.</li>
<li>PVH is seeing macro-driven headwinds in North America and China, with North America DTC revenues down mid-single digits and China down mid-teens in February, partially stabilizing in March. Tariff exposure poses risk, with a potential EPS hit of $4.85.</li>
<li>Specialty retailers like Bath &amp; Body Works Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) and Urban Outfitters Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) benefit from product diversification and operational gains.</li>
<li>Cruise lines stay relatively insulated, seeing no major booking declines despite recent market volatility.</li>
<li>Brands with the highest exposure to China include American Eagle Outfitters Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>), Nike Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>, )) and Boot Barn; Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>), and VF Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) remain less affected.</li>
<li>Burlington shares have an Overweight rating and a lowered price forecast from $336 to $287. The company saw strong fourth-quarter performance led by lower-income shoppers, with solid comps across all income levels due to value-seeking behavior.</li>
<li>The analyst reiterated a Buy Overweight on the shares of Ross Stores Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) with a price forecast of $161.00. The company expects first-quarter same-store sales to decline 3% to flat, due to cold weather, delayed tax refunds, and consumer hesitation from policy headlines. However, trends improved in March/April, and full-year comps are projected at -1% to +2%, driven by seasonal historical strength and expected easing of first-quarter headwinds. ROST faces limited direct sourcing from China but still expects a modest tariff headwind.</li>
<li>The analyst reiterated a Neutral rating on the shares of Macy&#8217;s Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) and lowered the price forecast from $14.00 to $13.00. Despite progress reducing China sourcing (~30% now vs. ~50% historically), tariffs remain a risk for Macy&#8217;s, with a potential EPS headwind of up to $1.45.</li>
<li>The analyst maintained an Overweight rating on the shares of Lululemon Athletica Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) and lowered the price forecast to 4389.00. Lululemon expects +6–7% revenue growth in 1Q FY25. Due to macroeconomic concerns, U.S. traffic declined, though conversion rates and AOV improved. Lululemon faces a 20bps gross margin headwind from tariffs, though China accounts for only 3% of its finished goods. Assuming no mitigation, tariffs could cut EPS by $0.38, noted the analyst.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44774262/nikes-sneaker-buzz-and-tariff-risks-could-shape-its-future-says-analyst">Nike&#8217;s Sneaker Buzz And Tariff Risks Could Shape Its Future: Analyst</a></li>
</ul>
Image: Shutterstock

Consumers Go Discount As Tariff Pressures Mount, Warns Analyst

In the preceding three months, 13 analysts have released ratings for American Eagle Outfitters (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>), presenting a wide array of perspectives from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">11</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">7</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for American Eagle Outfitters, revealing an average target of $15.15, a high estimate of $28.00, and a low estimate of $10.00. Experiencing a 20.6% decline, the current average is now lower than the previous average price target of $19.08. 
<img src="https://www.benzinga.com/files/images/story/2025/1744660865_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
The standing of American Eagle Outfitters among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;---------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Matthew Boss &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $10.00&#x7C;$15.00 &#x7C; 
&#x7C;Christopher Nardone &#x7C;B of A Securities &#x7C;Lowers &#x7C;Neutral &#x7C; $13.00&#x7C;$18.00 &#x7C; 
&#x7C;Matthew Boss &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $15.00&#x7C;$19.00 &#x7C; 
&#x7C;Adrienne Yih &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $12.00&#x7C;$16.00 &#x7C; 
&#x7C;Simeon Siegel &#x7C;BMO Capital &#x7C;Lowers &#x7C;Market Perform &#x7C; $15.00&#x7C;$19.00 &#x7C; 
&#x7C;Jay Sole &#x7C;UBS &#x7C;Lowers &#x7C;Buy &#x7C; $28.00&#x7C;$32.00 &#x7C; 
&#x7C;Adrienne Yih &#x7C;Barclays &#x7C;Lowers &#x7C;Underweight &#x7C; $10.00&#x7C;$17.00 &#x7C; 
&#x7C;Dana Telsey &#x7C;Telsey Advisory Group&#x7C;Lowers &#x7C;Market Perform &#x7C; $12.00&#x7C;$18.00 &#x7C; 
&#x7C;Paul Lejuez &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $13.00&#x7C;$21.00 &#x7C; 
&#x7C;Dana Telsey &#x7C;Telsey Advisory Group&#x7C;Maintains &#x7C;Market Perform &#x7C; $18.00&#x7C;$18.00 &#x7C; 
&#x7C;Adrienne Yih &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $17.00&#x7C;$19.00 &#x7C; 
&#x7C;Alex Straton &#x7C;Morgan Stanley &#x7C;Raises &#x7C;Equal-Weight &#x7C; $16.00&#x7C;$15.00 &#x7C; 
&#x7C;Christopher Nardone &#x7C;B of A Securities &#x7C;Lowers &#x7C;Neutral &#x7C; $18.00&#x7C;$21.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to American Eagle Outfitters. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of American Eagle Outfitters compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of American Eagle Outfitters's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/AEO/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on American Eagle Outfitters analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>All You Need to Know About American Eagle Outfitters</h2>
American Eagle Outfitters Inc is a specialty retailer. The company is engaged in the retail of apparel and accessories with company stores in the United States, Canada, Mexico, and Hong Kong. The Company leases all store premises, regional distribution facilities, some of its office space, and certain information technology and office equipment. American Eagle also has its online business. It operates in two segments: American Eagle and Aerie. The majority of its revenue comes from its primary brand, American Eagle, which offers an assortment of specialty apparel, accessories, and personal care products for women and men. Geographically, it generates the majority of its revenue from the United States.
<h3>Key Indicators: American Eagle Outfitters's Financial Health</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Negative Revenue Trend: Examining American Eagle Outfitters's financials over 3M reveals challenges. As of 31 January, 2025, the company experienced a decline of approximately -4.42% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 6.5%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 5.94%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): American Eagle Outfitters's ROA excels beyond industry benchmarks, reaching 2.76%. This signifies efficient management of assets and strong financial health.
Debt Management: American Eagle Outfitters's debt-to-equity ratio is below the industry average. With a ratio of 0.82, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Analyst Ratings: Simplified</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 13 Analyst Ratings Have To Say About American Eagle Outfitters

JP Morgan analyst Matthew Boss maintains American Eagle Outfitters (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) with a Neutral and lowers the price target from $15 to $10.

JP Morgan Maintains Neutral on American Eagle Outfitters, Lowers Price Target to $10

New Oriental Education & Technology Group

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Shares of companies in the braoder consumer discretionary sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Shares of consumer discretionary stocks are trading higher after President Trump issued a 90-day pause on reciprocal tariffs for all countries except China, which may reduce risks towards the consumer economy.

Shares of the companies in the broader consumer discretionary sector are trading lower amid US-China trade announcements and overall market weakness, which is clouding certainty around consumer spending and the state of the economy.

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Shares of consumer discretionary stocks are trading lower amid continued market volatility on tariff concerns, which have driven economic uncertainty. Tariffs could disrupt supply chains and raise prices, while an economic slowdown could weaken consumer demand.

Shares of clothing and footwear retailers are climbing on Friday after President Donald Trump revealed that Vietnam is interested in negotiations<a href="https://www.benzinga.com/news/global/25/04/44632479/retail-stocks-slammed-as-trumps-tariff-plan-sends-shockwaves-through-sector"> to reduce tariffs. </a>
The Details: President Trump said in <a href="https://truthsocial.com/@realDonaldTrump/114280292618523684">a post</a> on Truth Social that he had a "very productive call" with To Lam, General Secretary of the Communist Party of Vietnam regarding possible negotiations to eliminate tariffs.&nbsp;
"Just had a very productive call with To Lam, General Secretary of the Communist Party of Vietnam, who told me that Vietnam wants to cut their Tariffs down to ZERO if they are able to make an agreement with the U.S. I thanked him on behalf of our Country, and said I look forward to a meeting in the near future," Trump wrote.
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44648338/strong-jobs-report-on-a-day-when-good-news-doesnt-matter-economist-says">Strong Jobs Report &#8216;On A Day When Good News Doesn&#8217;t Matter,&#8217; Economist Says</a>
Trump announced a steep 46% tariff on goods imported from Vietnam on Wednesday afternoon, which led to broad declines across the retail sector, which relies heavily on manufacturing in Vietnam. 
What Else: According to a Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-04-04/vietnam-asks-us-to-postpone-tariff-and-engage-in-negotiations-m923qrv7">report </a>from earlier Friday morning, Vietnam had asked the Trump administration to delay the 46% tariff on Vietnamese goods for up to three months to enable further negotiations to take place.
Deputy Prime Minister Ho Duc Phoc said that Vietnam would look to purchase more U.S.-made goods, including technology, in order to balance the trade relationship, according to a statement on the government's website.&nbsp;
Other government and central bank officials stated that Vietnam would consider removing trade barriers and taxes while continuing discussions with the United States, according to Bloomberg.&nbsp;&nbsp;
Stocks React: Nike, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), which manufactures about 25% of its goods in Vietnam, saw its stock pop more than 5% on the news Friday.&nbsp;
Several clothing and footwear companies are recovering some of Thursday's losses as well, including:&nbsp;
<ul>
<li>American Eagle Outfitters, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) </li>
<li>Capri Holdings Limited&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) </li>
<li>Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) </li>
<li>Gap, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) </li>
<li>Macy's Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) </li>
<li>Ralph Lauren Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) </li>
<li>Under Armour, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>) </li>
<li>Urban Outfitters, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) </li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/03/44517885/trump-slaps-25-tariffs-on-autos-what-it-means-for-your-next-car-purchase">Trump Slaps 25% Tariffs On Autos: What It Means For Your Next Car Purchase</a></li>
</ul>
Image: Shutterstock

Asia

Trump Reveals Vietnam Trade Talks As Nike Stock Rallies On Surprise Turnaround

&nbsp;- Reuters Citing State Media

ONON

Vietnam Party Leader To Lam Holds Phone Call With Donald Trump

Shares of footwear, retail, e-commerce and apparel companies are trading higher after President Trump said Vietnam is willing to cut tariffs down to zero if they are able to make an agreement with the US.

Watching Crocs, Nike, Steven Madden, American Eagle Outfitters; Shares See Volume To The Upside After President Trump Says "General Secretary Of The Communist Party Of Vietnam Lam Told Me That Vietnam Wants To Cut Their Tariffs Down To Zero If They Are Able To Make An Agreement With The U.S."

The retail sector is under heavy selling pressure on Thursday as Wall Street digests President Donald Trump's tougher-than-anticipated <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44626421/trumps-reign-of-tariffs-unleashes-d-day-on-wall-street-analyst-warns-of-stagflation-risk">tariff plan.&nbsp;</a>
What To Know: Trump on Wednesday announced sweeping tariffs aimed at reshaping global trade and boosting American manufacturing, including a universal 10% tariff on all imports starting April 5 and&nbsp; significantly higher rates targeting around 60 countries deemed &#8220;major offenders&#8221; for imposing barriers on U.S. goods.&nbsp;
Many retailers and brands manufacture goods in China and Vietnam which now have effective tariffs rates of 54% and 46%, respectively. Stocks of companies that rely heavily on imports are experiencing significant declines as Wall Street digests the implications of the new tariff structure.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/global/25/04/44628368/trumps-tariffs-prompt-china-to-vow-countermeasures-experts-see-retaliation-likely">Trump&#8217;s Tariffs Prompt China To Vow &#8216;Countermeasures&#8217;: Experts See Retaliation Likely&nbsp;</a>
S&amp;P Global analysts recently warned that steep tariffs would affect retailers disproportionately and more severely than they had in the past.&nbsp;
&#8220;Broad-based tariffs could hurt more U.S. consumer products and retail companies this time around than in 2018,&#8221; analysts wrote.&nbsp;
&#8220;Price increases will be harder to pass along to the consumer this time around because of the recent inflation cycle and already weak consumer environment,&#8221; the analysts wrote, per The Street.&nbsp;
Approximately, one-third of footwear imports come in the U.S. from Vietnam, according to the Footwear Distributors and Retailers of America. Shares of footwear companies who manufacture in Vietnam, including Nike, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) and UGGS-parent Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) were down dramatically on Thursday.&nbsp;
Best Buy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) stock was on track for its worst day since March 2020. The electronics retailer sources approximately 60% of its goods from China with goods from Mexico also making up a significant percentage, <a href="https://www.thestreet.com/investing/stocks/s-p-global-reveals-stocks-hit-hardest-by-tariffs">according</a> to S&amp;P Global.&nbsp;
Five Below, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) also imports a large share of its goods and saw its stock price fall nearly 30% in Thursday's midday trading.&nbsp;
Lululemon Athletica, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) sources approximately 40% of its products from Vietnam and 17% from Cambodia, according <a href="https://qz.com/lululemon-nike-deckers-american-eagle-tariffs-1851774516">to data</a> from Quartz. Both countries have been hit with steep tariff rates &#8211; 46% for Vietnam and 49% for Cambodia.&nbsp;
William Blair analyst Sharon Zackfia said in a note Thursday that the tariffs could result in a 7% hit to Lululemon's margins if the company takes no action.&nbsp;
Several other retail stocks were tumbling in Thursday's midday trading, including:&nbsp;
<ul>
<li>American Eagle Outfitters, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>)&nbsp;</li>
<li>Capri Holdings Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>)&nbsp;</li>
<li>Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)&nbsp;</li>
<li>Macy&#8217;s Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>)&nbsp;</li>
<li>Ralph Lauren Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>)&nbsp;</li>
<li>Under Armour, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>)&nbsp;</li>
<li>Urban Outfitters, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>)&nbsp;</li>
</ul>
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/03/44537429/cathie-wood-doubles-down-on-2600-tesla-stock-price-prediction">Cathie Wood Doubles Down On $2,600 Tesla Stock Price Prediction</a></li>
</ul>
Image: Shutterstock

Retail Stocks Slammed As Trump's Tariff Plan Sends Shockwaves Through Sector

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Shares of companies within retail, apparel, and e-commerce industries are trading lower amid heavy selling pressure as markets react to President Trump's tariff announcements, which may hamper consumer spending.

Shares of retail, apparel, and e-commerce companies are trading higher. Investors may be interpreting the release of better-than-expected ADP employment data as a sign of strength for the industry.

Shares of e-commerce, retail, and apparel stocks are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

Shares of retail, apparel, and e-commerce companies are trading higher amid overall market strength on reports of potentially narrowed or targeted tariffs, which may be easing investor concerns.

U.S. stocks were higher, with the Dow Jones index gaining around 350 points on Monday.
Shares of Science Applications International Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NASDAQ">SAIC</a>) rose sharply during Monday's session after the company reported better-than-expected fourth-quarter financial results.
The company reported fourth-quarter sales growth of 6% year-on-year to $1.84 billion, beating the analyst consensus estimate of $1.81 billion. Adjusted EPS of $2.57 beat the consensus estimate of $2.08.
Science Applications International shares jumped 7.1% to $111.88 on Monday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Guess?, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GES#NYSE">GES</a>) shares jumped 28.5% to $12.47 after the company announced it received a non-binding proposal from WHP Global to acquire the company for $13 per share in cash.</li>
<li>Diginex Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGNX#NASDAQ">DGNX</a>) gained 21.3% to $64.00.</li>
<li>Alpha Technology Group Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATGL#NASDAQ">ATGL</a>) rose 17.1% to $30.00.</li>
<li>Metsera, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSR#NASDAQ">MTSR</a>) gained 13.8% to $28.69.</li>
<li>Qifu Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QFIN#NASDAQ">QFIN</a>) rose 11.1% to $47.98 after the company reported better-than-expected fourth-quarter financial results.</li>
<li>Hesai Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSAI#NASDAQ">HSAI</a>) gained 10.4% to $21.83.</li>
<li>Cal-Maine Foods, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CALM#NASDAQ">CALM</a>) rose 9.9% to $91.25.</li>
<li>Lionsgate Studios Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LION#NASDAQ">LION</a>) gained 9.2% to $8.28.</li>
<li>Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) climbed 8.9% to $102.17 after the company announced the launch of ERNIE 4.5 and deep-thinking model ERNIE X1.</li>
<li>American Eagle Outfitters, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) gained 8.6% to $12.02 after the company announced a $200 million accelerated share repurchase program with Bank of America, N.A.</li>
<li>Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) gained 7.8% to $25.93 after Reuters reported new CEO Lip-Bu Tan plans to overhaul chip design and manufacturing, restart AI efforts, and examine further cost cuts.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://in.benzinga.com/25/03/44361043/this-blueprint-medicines-analyst-begins-coverage-on-a-bullish-note-here-are-top-5-initiations-for-monday">This Blueprint Medicines Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday</a></li>
</ul>
Photo: Shutterstock

Intraday Update

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Science Applications Posts Better-Than-Expected Earnings, Joins Qifu Technology, Baidu, American Eagle And Other Big Stocks Moving Higher On Monday

Press Releases

American Eagle Establishes the AE Foundation, Expanding the Brand's Longtime Commitment to the Mental Health and Well-Being of Young Adults

AEO Inc. to Report Third Quarter Fiscal 2024 Results on December 4th

AEO Inc. Reports Third Quarter Growth Across Brands Reflecting Strong Execution on Powering Profitable Growth Plan

AEO Inc. Declares a Regular Quarterly Dividend of $0.125 Per Share

American Eagle Outfitters Raises Fourth Quarter Profit Outlook; Holiday Sales Above Expectations with Growth Across Brands

AEO Inc. to Report Fourth Quarter and Full Year Fiscal 2024 Results on March 12th

AEO Inc. Reports Strong Fourth Quarter and Fiscal Year 2024 Results; Provides Fiscal Year 2025 Outlook

AEO Inc. Announces $200 Million Accelerated Share Repurchase Program

Contracts

Small Cap

Synchrony Extends Long-Standing Partnership with American Eagle Outfitters, Inc.

Abercrombie & Fitch

Buckle

Boot Barn Holdings

Burlington Stores

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LightInTheBox Holding Co., Ltd. American Depositary Shares, each representing twelve ordinary shares

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MYT Netherlands Parent B.V. American Depositary Shares, each representing one Ordinary Share

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