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Tag Archive: american eagle


Teen Retail: Old Guard May Not Cut it in New World

originally published on August 22 2014 Teen retailers have been in a death spiral for years now, yet recently the street has decided that fewer bad results are the new good. Take American Eagle (AEO), for example. Comps declined 7% this quarter and gross margins were down ONLY 40 basis points. Most surprising, the company issued guidance …

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Laggards Trade Place with the Leaders

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The Laggers Trade Place with the Leaders Who turned the lights out on retail in October? While we did not have high expecations for the month and were fully prepared to hear the usual blame game from retailers (the weather did not cooperate) misses were broad based. Maybe we have become too accustomed to relying …

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AEO and PLCE-So far customers accepting price hikes but only time will tell

American Eagle and Children’s Place both reported better than expected Q4 EPS today. They also both reported guidance for Q1 in a range below the Street’s estimate. One more thing in common? Both retailers are claiming select price increases are sitting just fine with the consumer. Children’s Place PLCE reported huge upside to Q4 of …

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