On January 12, U.S. apparel giant American Eagle Outfitters announced that it achieved record-high sales during the fourth-quarter 2025 holiday season. Following the strong performance, the company raised its operating income outlook for the quarter.
According to the company, cumulative comparable sales for the fourth quarter through January 3, 2026, increased in the high single digits year over year. By brand, American Eagle recorded low single-digit growth, while Aerie posted a significant increase in the low twenties. Positive sales trends were observed across all brands and sales channels.
Against this backdrop, American Eagle Outfitters raised its fourth-quarter operating income guidance to a range of $167 million to $170 million, up from the previous forecast of $155 million to $160 million. The revised outlook reflects solid margin performance and assumes consolidated comparable sales growth of 8% to 9%.
At the same time, the company disclosed that its fourth-quarter outlook includes approximately $50 million in negative impact from tariffs.
Commenting on the results, Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer of American Eagle Outfitters, stated: “The momentum continued in the fourth quarter with record December sales. Particularly strong growth at Aerie and Offline, along with sequential improvement at American Eagle, contributed to these results. Customers responded positively to new product collections and our latest marketing initiatives, with strength continuing into the post-holiday period. We look forward to building on this positive momentum with new, customer-inspired collections as we remain focused on creating value for our shareholders.”
American Eagle Outfitters currently operates a global portfolio of brands, including American Eagle, Aerie, OFFL/NE by Aerie, Todd Snyder, and Unsubscribed. The company runs physical stores primarily across the United States, Canada, and Mexico, while also distributing products in more than 30 countries through license partners. Its e-commerce business continues to expand across brands.
The announcement underscores how the company’s brand strength and product strategy are supporting performance despite ongoing uncertainties related to consumer demand, rising costs, and tariff pressures. Whether demand can be sustained beyond the holiday season will be a key focus going forward.
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