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Revenue by Segment
Breaks down sales across different business areas, showing which segments drive growth and where there may be vulnerabilities or opportunities.Aerie has become the engine of growth and margin expansion, increasingly shouldering consolidated results while American Eagle lags on store conversion and women’s bottoms. Management expects Aerie’s strong comp momentum to continue, but near‑term operating income will be pressured by higher tariffs, elevated inventory costs and heavier advertising spend. The wildcard is the ~$140M net tariff refund management hopes to realize—an upside not baked into guidance—so invest thesis hinges on Aerie sustaining customer gains and execution at AE stores to convert that top‑line lead into durable profitability.
Date | Other | American Eagle | Aerie | Intersegment Elimination |
|---|---|---|---|---|
Aug 01, 2026 | $38.67M | $805.88M | $535.82M | $0.00 |
May 02, 2026 | $35.98M | $678.48M | $480.83M | $0.00 |
Jan 31, 2026 | $65.91M | $1.02B | $683.84M | -$7.95M |
Nov 01, 2025 | $54.62M | $853.73M | $461.99M | -$7.64M |
Aug 02, 2025 | $61.52M | $800.41M | $429.08M | -$7.34M |
May 03, 2025 | $43.97M | $693.87M | $359.79M | -$8.02M |
Feb 01, 2025 | $74.91M | $1.00B | $539.67M | -$10.88M |
Nov 02, 2024 | $56.56M | $831.91M | $410.44M | -$9.82M |
Aug 03, 2024 | $57.46M | $827.64M | $415.65M | -$9.68M |
May 04, 2024 | $54.98M | $724.74M | $372.65M | -$8.51M |