# American Eagle Outfitters Inc.

> American Eagle Outfitters, Inc. (NYSE: AEO) is a Pittsburgh-headquartered specialty apparel retailer that has spent nearly five decades selling jeans to teenagers and young adults - and, more recently, learning how to sell a great deal more than jeans. Founded in 1977 by brothers Jerry and Mark Silverman, the company now runs a five-brand portfolio: the namesake American Eagle denim and casualwear label; Aerie, the intimates and swim brand built on unretouched imagery; OFFLINE by Aerie in activewear; Todd Snyder in premium menswear; and Unsubscribed, a slow-fashion experiment. Fiscal 2025 revenue reached roughly $5.5 billion across about 1,168 company-operated stores, 357 internationally licensed locations, and a digital business spanning ae.com, aerie.com and toddsnyder.com. The company describes its flagship as the leading jeans brand for US shoppers aged 15 to 25. Its recent story is one of divergence: Aerie crossed $2 billion in trailing-twelve-month revenue and posted 25% comparable-sales growth in the first quarter of fiscal 2026, while the American Eagle brand has been flatter - even after the widely debated Sydney Sweeney denim campaign of July 2025 delivered what management called unprecedented new-customer acquisition.

- **Founded:** 1977
- **Headquarters:** Pittsburgh, Pennsylvania, United States
- **Founders:** Jerry Silverman (Co-founder; President and CEO of the original Retail Ventures, Inc.), Mark Silverman (Co-founder; Executive Vice President and COO)
- **Team size:** Approximately 44,000 employees worldwide as reported in recent annual filings, of which roughly 9,000 are full-time and the balance part-time store associates.
- **Products:** American Eagle, Aerie, OFFLINE by Aerie, Todd Snyder New York, Unsubscribed
- **Notable:** Grew from a single 1977 store into a five-brand portfolio generating approximately $5.5 billion in fiscal 2025 revenue, Aerie surpassed $2 billion in trailing-twelve-month revenue as of Q1 fiscal 2026, roughly two decades after launching as a small sub-brand, Record fourth quarter fiscal 2025: $1.8 billion revenue, up 10%, with Aerie comparable sales up 23%

## Products & services

- **American Eagle** — The flagship brand: jeans, tops, outerwear and accessories for men and women, aimed primarily at 15-to-25-year-olds. The company describes it as the leading US jeans brand for that age group. Roughly $3.37 billion in fiscal 2025 revenue across about 805 stores.
- **Aerie** — Intimates, apparel, swim and lifestyle brand built around the #AerieREAL platform, which committed to unretouched imagery. Crossed $2 billion in trailing-twelve-month revenue in Q1 fiscal 2026 and posted 25% comparable-sales growth in that quarter.
- **OFFLINE by Aerie** — Activewear and fitness sub-brand of Aerie covering leggings, sports bras and training apparel. Reported within the Aerie segment, which spans about 332 stores including OFFLINE locations.
- **Todd Snyder New York** — Premium designer-led menswear brand acquired by AEO in November 2015. Operates about 23 stores plus toddsnyder.com; trade press has reported annual sales above $100 million.
- **Unsubscribed** — Slow-fashion womenswear concept positioned as the deliberate opposite of fast fashion, with about 8 stores. First location opened in East Hampton, New York.
- **Tailgate** — Vintage-inspired collegiate and sports apparel brand acquired alongside Todd Snyder in November 2015, sold largely through American Eagle channels and campus-adjacent locations.
- **Digital commerce (ae.com, aerie.com, toddsnyder.com)** — Owned e-commerce channels supported by mobile apps, buy-online-pickup-in-store, ship-from-store and marketplace distribution; a core part of the omnichannel model alongside physical stores.
- **International licensing and franchise** — About 357 licensed store locations operated by partners across 40+ countries in Latin America, Europe, Asia, Africa and the Middle East, in addition to company-operated stores in the US, Canada, Mexico and Hong Kong.
- **Real Good** — Product-level sustainability label identifying items made with recycled polyester, recycled nylon or more sustainably sourced cotton. The company has said more than 95% of American Eagle denim carries the designation.

## Achievements

- Grew from a single 1977 store into a five-brand portfolio generating approximately $5.5 billion in fiscal 2025 revenue
- Aerie surpassed $2 billion in trailing-twelve-month revenue as of Q1 fiscal 2026, roughly two decades after launching as a small sub-brand
- Record fourth quarter fiscal 2025: $1.8 billion revenue, up 10%, with Aerie comparable sales up 23%
- Described by the company as the No. 1 jeans brand in the United States for shoppers aged 15 to 25
- Reported saving more than 3.5 billion gallons of water in denim production since 2017, with roughly 36% average water reduction per pair of jeans
- The July 2025 Sydney Sweeney campaign generated approximately 790,000 new customers across every US county and nearly 320,000 new social followers
- Returned $341 million to shareholders in fiscal 2025 through $256 million of buybacks and $85 million of dividends
- Published its inaugural SASB-aligned ESG report, 'Building a Better World,' in September 2022
- Signed Lamine Yamal as its first-ever multi-year global brand ambassador in January 2026

## Latest updates

- **2026-05** — Reported record first quarter fiscal 2026 revenue of $1.2 billion, up 10%, with total comparable sales up 8%. Aerie comps rose 25% and crossed $2 billion in trailing-twelve-month revenue, while the American Eagle brand declined 2%. Operating income of $28 million came in above guidance.
- **2026-04** — Launched 'Syd for Short,' a summer jean shorts campaign reuniting the brand with Sydney Sweeney, spanning 850+ new styles plus custom Syd Jean and Syd Short pieces benefiting Crisis Text Line.
- **2026-03** — Reported fiscal 2025 results: revenue of approximately $5.5 billion (up 3%), comparable sales up 3%, adjusted operating income of $328 million, and fiscal 2026 operating income guidance of $390-410 million.
- **2026-02** — Continued supply chain consolidation with the announced closure of the Devens, Massachusetts distribution facility, part of the broader wind-down of the Quiet Platforms third-party logistics business.
- **2026-01** — Announced footballer Lamine Yamal as the company's first-ever multi-year Global Brand Ambassador under a five-year agreement, alongside a jeans fit renamed 'The AE 19.'
- **2025-12** — Reported third quarter fiscal 2025 revenue of $1.36 billion, up 6%, with comparable sales up 4%, and raised the fourth quarter outlook to 8-9% comparable sales growth.
- **2025-09** — Second quarter results beat expectations and shares rose sharply; management credited the Sydney Sweeney campaign with unprecedented new customer acquisition, with the CMO calling it 'worth every single dollar.'
- **2025-08** — Launched 'Tru Kolors by Travis Kelce,' a limited-edition collaboration with the NFL player.
- **2025-07** — Launched 'Sydney Sweeney Has Great Jeans,' the company's most expensive campaign to date. The wordplay drew significant public criticism and a national debate; AEO responded that the campaign 'is and always was about the jeans.'

## Links

- Website: https://www.aeo-inc.com
- LinkedIn: https://www.linkedin.com/company/american-eagle-outfitters
- Twitter/X: https://twitter.com/AEO
- YouTube: https://www.youtube.com/@americaneagle
- Instagram: https://www.instagram.com/americaneagle
- Facebook: https://www.facebook.com/americaneagle
- TikTok: https://www.tiktok.com/@americaneagle

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Published by YesPress — https://yespress.io
Last updated: 2026-07-27