Aerie soars in back-to-school sales, while American Eagle works to 'balance' denim

Aerie Powers American Eagle Outfitters With 19% Comp Sales Jump

Aerie powered AEO's Q2 with 19% comp gains and $536M revenue (+25%), masking American Eagle's -1% comp decline; tariff refunds generated $179M windfall. Aerie momentum and tariff benefits mask structural AE challenges; women's business recovery critical to validate FY growth credibility.