American Eagle Outfitters, Inc.

TODD SNYDER AND LAGAVULIN SINGLE MALT SCOTCH WHISKY RELEASE TIME & CRAFT, A COLLECTION INSPIRED BY SCOTLAND

Todd Snyder New York, a wholly owned subsidiary of AEO, Inc. (NYSE: AEO), launched Time & Craft, a limited-edition menswear capsule with Diageo's Lagavulin Single Malt Scotch Whisky. The collection, marking the first chapter of the Todd Snyder x Lagavulin partnership, went on sale October 8 at totdsnyder.com/lagavulin and select U.S. stores, with hero pieces priced up to $2,498. No financial terms were disclosed; the release is brand marketing for the AEO subsidiary and carries no stated impact on American Eagle Outfitters' financials.

•17d ago

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

American Eagle Outfitters declared a regular quarterly cash dividend of $0.125 per share on September 15, 2026. The dividend is payable on October 28, 2026 to stockholders of record at the close of business on October 9, 2026. The release describes the payout as a regular quarterly dividend, indicating continuation of the existing dividend level rather than a change in dividend policy.

•1mo ago

AEO Inc. to Report Second Quarter Fiscal 2026 Results on September 9, 2026

American Eagle Outfitters (NYSE: AEO) announced it will report its second quarter fiscal 2026 financial results on Wednesday, September 9, 2026, after market close. The company will host a live conference call and webcast to discuss the results at 4:30 PM ET on the same day. A replay of the call will be available on the company's investor relations website shortly after the event concludes.

•2mo ago

AEO Inc. Announces CFO Transition

American Eagle Outfitters announced a leadership transition, with CFO Mike Mathias stepping down after 25 years to become a non-executive strategic advisor to the CEO effective August 3, 2026. Ravi Thanawala, former CFO of Papa John’s International and a former executive at Nike, will succeed Mathias as Executive Vice President and Chief Financial Officer. To ensure stability, the company reaffirmed its second quarter and full-year fiscal 2026 financial guidance, previously issued on May 28, 2026.

•3mo ago

AEO: 8-K · proxy statement

At the Annual Meeting held on June 26, 2026, American Eagle Outfitters Inc. stockholders approved an amendment and restatement of the 2023 Stock Award and Incentive Plan. The approval authorizes an increase of 9,680,000 shares to the reserve available for issuance under the plan. The amendment also extends the term of the plan from 2033 to 2036 and increases the annual limit on awards for non-employee directors from $750,000 to $1,000,000. These changes are intended to maintain the company's ability to attract and retain talent through equity-based compensation. As of the May 1, 2026 record date, there were 167,524,666 shares of common stock outstanding. A quorum was present at the meeting with 151,865,455 shares represented in person or by proxy.

SEC 8-K•3mo ago

AEO: 8-K · debt financing

American Eagle Outfitters Inc. entered into Amendment No. 2 to its Second Amended and Restated Credit Agreement on June 4, 2026, extending the maturity of its $700 million senior secured asset-based revolving credit facility from June 24, 2027, to June 4, 2031. The amendment simplifies the interest rate structure by removing the SOFR Adjustment and Term CORRA Adjustment, replacing them with an increased applicable margin. Interest on borrowings will now accrue at an adjusted SOFR rate plus a margin ranging from 1.250% to 1.500%, or an alternate base rate plus a margin ranging from 0.250% to 0.500%, based on average borrowing availability. This transaction provides the company with greater certainty regarding its debt maturity profile and streamlines its interest calculation mechanics, reflecting a routine management of its existing credit facilities rather than a new capital raise or distress signal.

SEC 8-K•4mo ago

AEO: DEF 14A · proxy statement

American Eagle Outfitters reported record Fiscal 2025 revenue of $5.5 billion, up 4% year-over-year, driven by strong performance in its Aerie brand which grew 12% to $1.9 billion. The company achieved comparable sales growth of 3% overall, with Aerie posting 9% comparable sales growth, while the core American Eagle brand remained relatively flat. Operating income declined 47% to $226 million due to a challenging first half, including a $75 million inventory write-down, and significant tariff headwinds that were partially mitigated through sourcing adjustments. Despite the margin compression, the company generated $456 million in operating cash flow, enabling it to return $341 million to shareholders through dividends and share repurchases while maintaining a debt-free balance sheet with $240 million in cash. The proxy statement includes a proposal to amend and restate the 2023 Stock Award and Incentive Plan, adding 9.68 million shares to the equity pool to support future executive compensation. This routine governance filing also details executive compensation, with CEO Jay Schottenstein’s total compensation valued at approximately $33.5 million, and ratifies the appointment of Ernst & Young as independent auditor.

SEC DEF 14A•5mo ago