American Eagle Outfitters Inc.
American Eagle Revamps Its Business, Should Boost AEO Stock
Comparing L Brands’ PE Multiple with Peers’
On January 8, L Brands’ (LB) 12-month forward PE ratio was 10.4x.
What Wall Street Is Saying about American Eagle Outfitters
Most of the analysts providing a recommendation on American Eagle Outfitters (AEO) stock have maintained a “hold” rating.
Why Express’s Holiday Sales Failed to Impress
On January 9, 2018, Express (EXPR) reported that its holiday season sales performance had not been as expected, and subsequently, the company slashed its fiscal 4Q17 outlook.
A Look at American Eagle Outfitters’ Q1 2018 Revenue Performance
AEO’s fiscal first-quarter revenues of $823.0 million beat the analyst estimate of $809.8 million.
An Informative Glance at Macerich’s Top Tenants
Macerich’s centers derived approximately 74% of their total rent for fiscal 2014 from mall stores and freestanding stores under 10,000 square feet.
American Eagle Outfitters’ Top-Line Performance in Fiscal 4Q17
Strength in the American Eagle and Aerie brands along with a robust digital business contributed to its top-line growth.
What Analysts Recommend for Abercrombie & Fitch
Most of the analysts providing recommendations for Abercrombie & Fitch (ANF) have maintained a “hold” rating for the stock.
Why Abercrombie & Fitch’s Price Target Is Rising
Many analysts have upped their price targets for Abercrombie & Fitch (ANF) after the apparel retailer raised its fiscal 4Q17 guidance.
American Eagle and Its Peers Enter the CBD Space
American Eagle partnered with Green Growth Brands (GGBXF) to sell CBD-infused body care products in about 500 of its stores and online.
American Eagle Outfitters’ Fiscal 4Q17 Bottom-Line Performance
American Eagle Outfitters (AEO) reported adjusted EPS (earnings per share) of $0.44, which was in line with analysts’ projections.
Analysts Recommend ‘Hold’ for American Eagle Outfitters
Ahead of American Eagle Outfitters’ (AEO) upcoming fiscal first-quarter results on May 31, most (53.0%) of the 19 analysts covering the stock recommend “hold.”
Lululemon Lifts Guidance on Strong Holiday Sales
Retailers had a great holiday season in 2017 with a 4.9% YoY (year-over-year) jump in holiday sales (excluding automobiles) between November 1 and December 24, 2017.
L Brands’ Third-Quarter Sales Beat Estimates
L Brands (LB) reported third-quarter results on November 19.
How Did Urban Outfitters’ First-Quarter Sales Shape Up?
Urban Outfitters’ fiscal Q1 2019 sales of $855.7 million topped analysts’ estimate of $838.1 million.
Sycamore-Victoria’s Secret Deal in Jeopardy, L Brands Falls
On Wednesday, L Brands received notice from Sycamore Partners that it plans to terminate the deal to buy Victoria’s Secret.
L Brands Stock Up on Bank of America’s Bullish Stance
L Brands (LB) stock surged 7.8% on January 3 as Bank of America (BAC) upgraded it to “buy” from “neutral.” However, L Brands stock shrunk 29.4% in 2019.
American Eagle Outfitters Fell on Weak Earnings Outlook
American Eagle Outfitters (AEO) stock plunged 6.5% today as the company issued weak earnings guidance for the fourth quarter.
Why L Brands Stock Surged after Lower Q3 Earnings
L Brands (LB) stock surged by 8.1% yesterday after the company’s third-quarter earnings announcement on November 20. Here’s why.
Gap Stock Slumps on Guidance Cut, CEO Exit
Gap stock fell about 6% in after-hours following management’s guidance cut. The company also announced the exit of CEO Art Peck.
What went wrong (and right!) for Abercrombie & Fitch in 2013
Abercrombie & Fitch reported net sales of $1.033 billion for the third quarter of full-year 2013, a decrease of 12% from net sales of $1.170 billion during the third quarter of fiscal 2012.
L Brands Stock Fell on Poor Q4 Sales, Weak Outlook
L Brands (LB) stock was down 4.6% today as the company missed analysts’ sales expectations for the fourth quarter of fiscal 2018, which ended on February 2, 2019.
A Look at L Brands’ Margin and Bottom-Line Expectations
For the first three quarters of 2018, L Brands’ (LB) gross margin contracted by 240 basis points to 35.0% due to the lower gross margin at Victoria’s Secret.
L Brands Stock Has Had a Disappointing Run in 2018
Intimate apparel retailer L Brands has had a tough year. Its stock has shed 51.8% of its value as of December 18.
L Brands Found a Buyer for La Senza
On December 13, L Brands announced that it will transfer ownership and control of its entire La Senza business to Regent LP.
Why L Brands Plunged 17.7% on Tuesday
L Brands (LB) reported third-quarter results on November 19.
How Has L Brands Stock Performed This Year?
As of November 15, L Brands’ (LB) stock price is down 40.7% on a YTD basis to $35.69.
Discussion of Apparel Retailers’ Margin Performances
In the first half of fiscal 2018, American Eagle Outfitters’ (AEO) gross margin expanded 130 basis points to 36.8%.
What’s the Word on Wall Street for Apparel Retailers?
As of September 27, 56% of the 18 analysts covering American Eagle Outfitters (AEO) stock have given it “hold” ratings.
Apparel Retailers Have Delivered Strong Top Line Growth
Abercrombie & Fitch (ANF) delivered YoY (year-over-year) sales growth in both the first and second quarters of fiscal 2018.
American Eagle Outfitters: Analysts Are on the Sidelines
Of the 18 analysts covering American Eagle Outfitters (AEO) stock, 56.0% have recommended a “hold” rating.
American Eagle Outfitters Stock Slides 6.5% on Q2 Results
On August 29, American Eagle Outfitters (AEO) stock fell 6.5% to close at $25.50 despite better-than-expected second-quarter results.
A Look at Urban Outfitters’ Fiscal Q2 2019 Sales Performance
On a YoY (year-over-year) basis, Urban Outfitters’ (URBN) sales rose 13.7% due to its robust digital business and strength in its three brands.
Analysts Revise Target Prices for Urban Outfitters post Fiscal Q2
Urban Outfitters (URBN) reported its fiscal Q2 2019 results on August 21. It beat analysts’ estimates for sales and adjusted EPS.
Comparing Apparel Retailers’ Dividend Yields
Dividend yield refers to the cash flow an investor gets for each dollar invested in a company’s stock.
Apparel Retailers’ Past EPS Performance and Future Expectations
In the first quarter of fiscal 2018, Abercrombie & Fitch (ANF) had EPS of -$0.56, much narrower than the -$0.77 analysts had expected.
Analysts Are Upbeat on Apparel Retailers’ Top Lines
Analysts are upbeat on Abercrombie & Fitch’s (ANF) American Eagle Outfitters’ (AEO), Urban Outfitters’ (URBN), and Gap’s (GPS) top lines.
Most Analysts Maintain a ‘Hold’ on Abercrombie & Fitch
Of the 16 analysts covering Abercrombie & Fitch (ANF) stock, 44% retained a “hold” rating as of June 4.
Abercrombie & Fitch Stock Has Surged 10.4% since Q1 Results
Abercrombie & Fitch reported robust top-line and bottom-line performances in the first quarter. Sales of $730.9 million beat analysts’ projection of $695.7 million.
How Has American Eagle Outfitters Stock Moved since Q1 2018?
On June 1, American Eagle Outfitters (AEO) stock rose ~1.6% after its announcement of better-than-expected first-quarter results on May 31.
Q1 2018 Results: Analysts Bullish on American Eagle Outfitters
After its first-quarter earnings, seven analysts raised their price targets for American Eagle Outfitters (AEO) stock.
Why Gap’s Namesake Brand Hurt the Company’s Margins
As we discussed in the previous part of this series, Gap (GPS) failed to meet same-store sales expectations in the first quarter, largely due to a slump in demand for its namesake brand.
Digging Deeper into L Brands’ First-Quarter Performance
L Brands stock had already fallen ~44% YTD before the earnings release. The fashion retailer is among the biggest apparel losses this year.
What Could Drive American Eagle Outfitters Stock Going Forward?
As of May 21, American Eagle Outfitters (AEO) stock had risen 21.1% year-to-date.
Where Is Urban Outfitters Stock Heading?
As of May 16, Urban Outfitters stock price is up 20.7% on a YTD (year-to-date) basis.
Comparing Apparel Retailers’ Valuation
As of April 11, 2018, apparel retailer Abercrombie & Fitch (ANF) had a 12-month forward PE (price-to-earnings) ratio of ~36.0x, much higher than peers’ and the S&P 500’s.
How Analysts View American Eagle Outfitters after Fiscal 4Q17
As of March 12, 2018, there were 18 analysts covering American Eagle Outfitters (AEO) stock, and 50% of them were recommending a “hold.”
Why American Eagle Outfitters’ Fiscal 4Q17 Margin Disappointed
In fiscal 4Q17, American Eagle Outfitters’ (AEO) gross margin fell 80 bps (basis points) to 34.6%, negatively impacted by an intense promotional environment.
American Eagle Outfitters Stock: Why It Fell after Fiscal 4Q17
American Eagle Outfitters (AEO) stock fell 4.6% on March 12, 2018, after it posted its fiscal 4Q17 results on March 8, 2018.
How Analysts View Abercrombie & Fitch after Fiscal Q4 Results
As of March 9, 2018, most of the analysts that covered Abercrombie & Fitch (ANF) maintained a “hold” rating.
Abercrombie & Fitch Stock Rose on Solid Fiscal 4Q17 Results
Abercrombie & Fitch stock is up 27.9% on a year-to-date basis as of March 9, 2018.
Urban Outfitters Stock Falls after Its Fiscal 4Q18 Results
As of March 8, 2018, Urban Outfitters stock had fallen 5% since the release of its fiscal 4Q18 results on March 6.
What Analysts Recommend for Urban Outfitters
The majority of the analysts covering Urban Outfitters (URBN) stock have maintained a “hold” rating.
What’s Urban Outfitters’ Growth Strategy?
Urban Outfitters is also trying to boost its top line through overseas expansion.
What Are Analysts Recommending for Express Stock?
All seven analysts that cover Express (EXPR) stock have recommended a “hold” rating as of January 12, 2018.
What’s Express’s Valuation?
As of January 12, 2018, Express (EXPR) was trading at a 12-month forward PE (price-to-earnings) multiple of 15.1x.
Why Is Express Streamlining Its Store Portfolio?
Express (EXPR) has adopted a store rationalization strategy to boost efficiency as well as margins across its entire store base.
Where Abercrombie & Fitch’s Margins Stand
In fiscal 3Q17, Abercrombie & Fitch’s (ANF) gross margin fell 90 basis points to 61.3%.
Abercrombie & Fitch’s Initiatives Boost Sales Trajectory
Abercrombie & Fitch (ANF) has witnessed sales growth in all three quarters of fiscal 2017 as its strategic initiatives gain traction.
Abercrombie & Fitch’s Turnaround Efforts
After years of disastrous campaigns by past CEO (chief executive officer) Michael Jeffries, Abercrombie & Fitch (ANF) has now embarked on an ambitious turnaround.
Why Abercrombie & Fitch Stock Is Rising
After Abercrombie & Fitch’s (ANF) troubled beginning to the year, its woes seem to be somewhat abating. On November 17, 2017, it reported strong fiscal 3Q17 results.
How Does American Eagle Outfitters Compare to Its Peers?
American Eagle Outfitters has outperformed its peers based on price-to-earnings ratio and price-to-book value ratio as of December 2, 2015.
How Does Urban Outfitters Compare to Its Peers?
The price-to-sales ratios of Urban Outfitters, Nordstrom, Gap, American Eagle Outfitters, and Guess were 0.82x, 0.73x, 0.64x, 0.84x, and 0.72x, respectively, as of November 16.
Apple seeing results from partnership with IBM
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How Men’s Wearhouse stands against its competitors
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Eminence Capital boosts position in Men’s Wearhouse
With 1,756 stores, Men’s Wearhouse is one of North America’s largest specialty retailers of men’s apparel. It acquired Jos. A Bank in June 2014.
Bricks and mortar retailers may push back against Google Express
Google Express helps retailers grow business. But it also enables customers to avoid the need to visit stores, which reduces impulse purchases.