CEO Jay Schottenstein expressed optimism about growth opportunities as the company plans to elevate key businesses and expand into category adjacencies. The company's focus on profit expansion is expected to support these efforts.
American Eagle Outfitters' ROCE trend is disappointing, dropping from 26% to 12% in five years. Despite reinvestments, sales haven't significantly improved. The stock's 26% return to shareholders over five years reflects these underwhelming trends. It's advised to explore other potential multi-baggers.
Jefferies singled out Abercrombie & Fitch as a potential outperformer in the sector, citing continued sales momentum and the underestimated impact of occupancy reductions on the company's future operating results.
The upcoming holiday season is expected to be tough for U.S. retailers across various sectors such as apparel, electronics, and home improvement. Moody's Investors Service predicts that holiday sales will only grow by 1% to 3% this year, indicating that higher discounts may not necessarily drive significant spending during this crucial period. Retailers predict a weak holiday On Tuesday,$ベスト・バイ(BBY.US)$and ...
RECAP U.S. stocks traded lower Tuesday afternoon as November's rally stalled on a mixed bag of retailer earnings, while investors awaited results from AI chipmaker$エヌビディア(NVDA.US)$. the FOMC minutes showed the Fed was watching market conditions closely but unanimously agreed to keep rates the same until further data emerges. The$NYダウ(.DJI.US)$fell 62 points, or 0.18%, to 35,088 whi...
Analysts believe that investor expectations for AEO were too optimistic given that the stock was up by more than 37% year-to-date, leading to the slump following the Q3 report.
American Eagle's commendable revenue beat and same-store sales growth are positive. However, its full year gross margin and operating income guidance missed forecasts. At a drop of 12.8% to $17.22 per share, investors should remember these alongside the firm's valuation.
FearGreed :
Strong balance sheet, reasonable valuation, formidable market position in the teen market with solid growth potential. CEO owns more than 5% of the company. This pullback is a great buying opportunity.
アメリカン・イーグル・アウトフィッターズに関するコメント
Piper Sandler releases its Spring 2024 Talking Stock with Teens survey results:
1. $アマゾン・ドット・コム(AMZN.US)$ 55%
2. SHEIN 12%
3. $ナイキ(NKE.US)$ 6%
Top Clothing Brands:
1. $ナイキ(NKE.US)$ 34%
2. $アメリカン・イーグル・アウトフィッターズ(AEO.US)$ 6%
3. $ルルレモン・アスレティカ(LULU.US)$ 5%
Top Cosmetics Brands:
1. $e.l.f.ビューティー(ELF.US)$ 38%
2. Rare Beauty 9%
3. Maybelline $L'Oreal SA Unsponsored ADR(LRLCY.US)$ 6%
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Jefferies. Buy. $580 ▶️ $700
🇺🇸 Apple $アップル(AAPL.US)$ $173.2
Jefferies. Buy. $205
🇺🇸 Nike $ナイキ(NKE.US)$ $100.2
MS. Buy. $125 ▶️ $124
RBC. Buy. $120 ▶️ $110
🇺🇸 Am. Eagle Outfit. $アメリカン・イーグル・アウトフィッターズ(AEO.US)$ $22.36
TD Cowen. Hold. $21 ▶️ $23
🇺🇸 Target $ターゲット(TGT.US)$ $167.6
TD Cowen. Hold. $148 ▶️ $185
🇺🇸 Oracle $オラクル(ORCL.US)$ $127.5
GS. Hold. $115 ▶️ $130
UBS. Buy. $130 ▶️ $150
コラムRetailers Are Cutting Outlooks, and There Are Indications that Deflation Could Be on the Way
Retailers predict a weak holiday
On Tuesday, $ベスト・バイ(BBY.US)$ and ...
コラムWall Street Today | Stocks Pull Back as FOMC Minutes Beg Caution and NVDA Posts Earnings
U.S. stocks traded lower Tuesday afternoon as November's rally stalled on a mixed bag of retailer earnings, while investors awaited results from AI chipmaker $エヌビディア(NVDA.US)$. the FOMC minutes showed the Fed was watching market conditions closely but unanimously agreed to keep rates the same until further data emerges.
The $NYダウ(.DJI.US)$ fell 62 points, or 0.18%, to 35,088 whi...
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