{"filings":[{"id":1388723,"accession_number":"0001193125-26-292659","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-07-01T20:30:24+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AEO appoints Ravi Thanawala as CFO; Mike Mathias transitions to strategic advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mike Mathias steps down as CFO effective Aug 3, 2026, becomes strategic advisor to CEO through July 2027.","Ravi Thanawala appointed CFO effective Aug 3; previously CFO at Papa John's and held finance roles at Nike.","Thanawala receives base salary of $1M, target bonus 100% of salary, and equity awards totaling $2.5M.","Company reaffirms Q2 and full-year 2026 financial guidance originally provided on May 28, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1335277,"accession_number":"0001193125-26-288667","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-06-29T21:00:06+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"AEO stockholders approve 9.68M share increase in 2023 Stock Plan, extend term to 2036","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amendment and restatement of 2023 Stock Award and Incentive Plan approved; shares increased by 9,680,000, term extended to 2036.","Non-employee director award limit raised from $750,000 to $1,000,000.","Jay L. Schottenstein re-elected as Class I director (121,484,517 for, 18,267,830 against).","Ernst & Young ratified as independent auditor for fiscal year ending Jan 30, 2027 (143,082,504 for, 8,647,896 against).","Advisory vote on named executive officer compensation passed (135,053,347 for, 4,601,755 against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":974838,"accession_number":"0001193125-26-266019","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-06-10T21:00:29+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"American Eagle extends $700M ABL credit facility maturity to 2031, adjusts margins","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended from June 24, 2027 to June 4, 2031, via Amendment No. 2 to the ABL Credit Agreement.","Removed SOFR Adjustment and Term CORRA Adjustment; new SOFR margin ranges 1.250%-1.500%, base rate margin 0.250%-0.500%.","Interest rate margins depend on average borrowing availability under the $700M facility.","Amendment dated June 4, 2026; PNC Bank remains administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":722557,"accession_number":"0001193125-26-245310","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-05-28T20:25:16+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q1 revenue record $1.2B, up 10%; Aerie comps +25%; guides FY op. income $390-410M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $1.2B (+10% YoY); total comparable sales +8%.","Aerie comps +25%, record Q1, surpasses $2B trailing 12-month revenue; American Eagle comps -2%.","Gross margin 38.2% (+860 bps); operating profit $28M vs loss $85M last year.","GAAP EPS $0.14 vs loss $0.36; adjusted EPS $0.14 vs loss $0.29.","Reiterates FY2026 op. income guidance $390-410M; Q2 guidance $45-50M op. income."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115954,"accession_number":"0001193125-26-091582","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q4 revenue record $1.8B up 10%; adjusted EPS $0.84 vs $0.54; FY26 op income outlook $390-410M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.8B (+10% YoY); comp sales +8% with Aerie +23% and American Eagle +2%.","Adjusted operating profit $180M (+27% YoY); margin 10.2% expanded 130 bps.","GAAP EPS $0.50, adjusted EPS $0.84 vs $0.54 last year; net tariff impact $50M (280 bps) in Q4.","FY2026 outlook: operating income $390-410M; comp sales +mid-single digit; gross margin up YoY.","Returned $341M to shareholders in FY2025: $256M buybacks and $85M dividends; Q1 comps expected +high-single digit."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":5547236000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115953,"accession_number":"0001193125-26-010573","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"American Eagle raises Q4 operating income guidance to $167-170M on record holiday sales","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record holiday sales; Q4-to-date comps up high single digits through Jan 3, 2026.","Aerie comps grew low twenties; American Eagle comps up low single digits.","Raises Q4 operating income guidance to $167-170M from prior $155-160M.","Consolidated Q4 comps expected up 8-9%; includes ~$50M tariff pressure.","CEO cites strong momentum and customer response to new collections and marketing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132365,"accession_number":"0001193125-25-305370","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q3 revenue record $1.36B (+6%), comps +4%; raises Q4 operating income guidance to $155-160M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $0.53 (+29% YoY); adjusted diluted EPS +10%.","Aerie comparable sales +11%; American Eagle comps +1%.","Gross margin 40.5%, down 40 bps YoY; net tariff impact of $20M (150 bps).","Q4 operating income guidance raised to $155-160M on comp growth of 8%-9%.","Year-to-date share repurchases $231M; quarterly dividend $0.125/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":3735976000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148941,"accession_number":"0000950170-25-112837","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q2 operating income $103M (+2%), EPS $0.45, Aerie comps +3%; guides FY op income $255-265M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1.28B (-1% YoY); total comparable sales -1%; Aerie +3%, American Eagle -3%.","Operating margin 8.0% (+20bps); gross margin 38.9% (+30bps) with merchandise margin up 50bps.","FY 2025 operating income guided $255-265M; Q3 $95-100M, Q4 $125-130M.","YTD share repurchases $231M, reducing shares by ~10% (20M shares); quarterly dividend $0.125/share.","Inventory +8% to $718M driven by tariffs; capex YTD $133M, full year ~$275M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":2373275000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148940,"accession_number":"0001193125-25-154105","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"American Eagle shareholders elect two Class III directors, ratify auditor, approve exec pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Deborah A. Henretta elected with 133.3M votes for; Cary D. McMillan with 123.8M for.","Ernst & Young ratified as independent auditor for FY 2026; 156.7M votes for, 3.5M against.","Advisory vote on 2024 named executive officer compensation approved with 143.3M for.","Annual meeting held June 25, 2025; 160.3M shares represented out of 173.3M outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167871,"accession_number":"0000950170-25-079005","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q1 operating loss of $85M; gross margin collapses to 29.6%; Q2 guidance weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1.1B (-5% YoY); total comparable sales -3% (Aerie -4%, AE -2%).","GAAP operating loss $(85)M; adjusted operating loss $(68)M; diluted EPS $(0.36), adjusted $(0.29).","Gross margin 29.6% vs 40.6% a year ago; merchandise margins down 960 bps due to writedowns and markdowns.","Q2 FY2025 outlook: revenue -5%, operating income $40-45M; full-year fiscal 2025 guidance withdrawn.","Closed $31M in open-market buybacks; on track to complete $200M ASR in Q2; dividend $0.125/share."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1089599000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167870,"accession_number":"0000950170-25-070410","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO reports preliminary Q1 revenue ~$1.1B (-5% YoY), GAAP operating loss ~$85M; withdraws FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Comparable sales down ~3%: American Eagle -2%, Aerie -4%.","Adjusted operating loss ~$68M includes ~$75M inventory write-down.","GAAP operating loss also reflects ~$17M asset impairment/restructuring charge.","Company withdrawing FY2025 guidance due to macro uncertainty and Q1 results.","Final Q1 results expected on May 29, 2025 after market close."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1089599000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167869,"accession_number":"0000950170-25-050567","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Stephanie Pugliese resigns from American Eagle Outfitters board effective April 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephanie Pugliese resigned from the Board on April 1, 2025.","Resignation due to her upcoming appointment as President and CEO of another public company.","No replacement was announced; the board now has one vacancy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185113,"accession_number":"0001193125-25-055246","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AEO enters $200M accelerated share repurchase with Bank of America, ~9.5% of shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ASR agreement to repurchase $200M of common stock; initial delivery of ~14.5M shares (~80% of expected total).","Final settlement expected by end of Q2 2025; exact shares based on VWAP during repurchase period.","Represents ~18.1M shares or 9.5% of fully diluted outstanding at March 14 closing price.","Funded via cash on hand and $700M ABL facility; reflects confidence in long-term strategic growth plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185112,"accession_number":"0000950170-25-038028","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"AEO Q4 comps +3%, FY24 adjusted op income +19%; guides FY25 revenue down low-single digits","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.6B (-4% YoY due to one less week); comparable sales +3% (Aerie +6%, American Eagle +1%).","FY24 revenue $5.3B (+1%); GAAP operating income $427M; adjusted operating income $445M (+19% YoY).","Board authorized additional 50M shares for repurchase (total 68.5M remaining); FY24 repurchases: 9.5M shares for $191M.","FY25 outlook: revenue down low-single digits; operating income $360-375M; gross margin down YoY.","Q1 slower start: revenue mid-single digit decline; operating income $20-25M; proactive steps to reduce expenses."],"consensus_eps_estimate":null,"consensus_eps_actual":1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":5328652000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185111,"accession_number":"0000950170-25-004888","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"American Eagle raises Q4 operating profit outlook to ~$135M on holiday sales growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4-to-date comparable sales up low single digits, ahead of prior guidance of +1%.","Operating profit now expected ~$135M, up from prior guidance of $125-130M.","Record December sales driven by new product and customer experiences.","Year-to-date share repurchases: 7.5M shares for $158M; $231M returned to shareholders via dividends and buybacks.","Total Q4 revenue expected down ~5% due to retail calendar impact, with comparable sales up ~2%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201723,"accession_number":"0000950170-24-133307","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q3 comps +3%, adjusted EPS $0.48; FY adjusted OI guided $428-433M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total comparable sales +3%; Aerie +5%, American Eagle +3%.","Total revenue $1.3B (-1% YoY); adjusted operating income $124M, margin 9.6%.","Adjusted diluted EPS $0.48; GAAP EPS $0.41; average shares 196M.","FY24 adjusted OI expected $428-433M, mid-teen growth from $375M in 2023.","Q4 revenue expected down 4% with calendar shift; OI guided $125-130M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":3724019000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217707,"accession_number":"0000950170-24-101592","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q2 revenue record $1.3B (+8% YoY), op profit up 55%, raises FY guidance to high end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1.3B (+8% YoY); Aerie revenue $416M (+9%, comps +4%), American Eagle $828M (+8%, comps +5%).","Operating income $101M (+55%); gross margin 38.6% (+90 bps); operating margin 7.8% (+240 bps).","Diluted EPS $0.39; Q2 buybacks $96M (4.5M shares) + $24M dividends; remaining authorization 24M shares.","Q3 op income guidance $120-125M; FY op income outlook raised to $455-465M (high end); FY comps +4%, revenue +2-3%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":2434925000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217706,"accession_number":"0001193125-24-195980","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AEO appoints Stephanie Pugliese to Board; former Under Armour Americas President","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from seven to eight members; Pugliese appointed as independent Class III director effective Aug 1, 2024.","Pugliese served as President of the Americas at Under Armour (2019-2023) and CEO of Duluth Holdings (2015-2019).","She will serve on Audit, Compensation, and Nominating Committees.","Received pro rata equity grant of $33,333 in fully vested shares and $20,833 cash retainer.","Seven of eight board members are now independent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217705,"accession_number":"0001193125-24-174404","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-07-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AEO annual meeting re-elects three Class II directors, ratifies auditor, approves say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Janice E. Page, David M. Sable, and Noel J. Spiegel elected as Class II directors (86-94% of votes cast for).","Ernst & Young LLP ratified as independent auditor for fiscal 2025 with ~97% of votes for.","Advisory vote on named executive officer compensation approved with ~95% of votes cast in favor.","All proposals passed; no material changes to board composition or governance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237612,"accession_number":"0000950170-24-065962","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q1 FY2024: record revenue $1.1B, operating profit $78M beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $1.1B (+6% YoY); Aerie revenue $373M (+4%) with comps up 6%; American Eagle revenue $725M (+8%) with comps up 7%.","Operating income $78M vs $23M GAAP prior year (up 240% YoY); operating margin 6.8% expanded 270 bps.","Diluted EPS $0.34; gross margin 40.6% expanded 240 bps driven by inventory management and lower costs.","FY2024 operating income guidance reaffirmed $445-465M; Q2 operating income expected $95-100M.","Repurchased 1.5M shares for ~$35M; paid quarterly dividend $0.125/share; ending inventory $681M up 9%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1143867000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255144,"accession_number":"0000950170-24-027615","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AEO Q4 revenue record $1.7B +12%; unveils 3-yr plan for ~10% op margin by FY26","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adj op income $141M (8.4% margin, +200bps YoY); adj EPS $0.61 vs $0.03 GAAP on $131M charge.","Aerie revenue $538M (+16%, comp +13%); American Eagle revenue $1.1B (+11%, comp +6%).","FY2024 op income guidance $445-465M (rev +2-4%); Q1 guide $65-70M (rev up mid-single digits).","Powering Profitable Growth targets $5.7-6.0B revenue, ~10% op margin by FY26 (mid-to-high teens op income CAGR).","Restructuring of Quiet Platforms & intl ops yields ~$20M annualized savings starting 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":5261770000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255143,"accession_number":"0000950170-24-009851","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AEO authorizes 30M share repurchase program through 2029, replacing expiring program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved repurchase of up to 30M shares of common stock through February 3, 2029.","New authorization replaces existing program expiring February 3, 2024.","Company repurchased approximately 1M shares in fiscal 2023.","Follows 25% increase in quarterly cash dividend announced in December 2023.","CEO cites improved financial performance and healthy balance sheet as rationale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255142,"accession_number":"0000950170-24-003518","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-01-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AEO raises Q4 operating profit guidance to ~$130M on record holiday sales; revenue up ~8% QTD","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4-to-date revenue through Dec 30, 2023 up ~8%; American Eagle up high single digits, Aerie up low teens.","Q4 operating profit guidance raised to ~$130M from previous $105-115M.","Revenue outlook raised to low double digits, including 4-point benefit from 53rd week.","CEO cites record holiday sales, strong merchandise margins, momentum continuing into January."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272601,"accession_number":"0000950170-23-065477","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO posts record Q3 revenue $1.3B (+5%), EPS $0.49, raises FY revenue guidance to mid-single-digit growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $1.3B record, +5% YoY; operating profit $125M (9.6% margin); diluted EPS $0.49, +17%.","Aerie revenue $393M (+12%) with comps +12%; American Eagle revenue $857M (+2%) with comps +2%.","Gross margin 41.8%, up 310 bps driven by lower product/freight costs and fewer markdowns.","FY2023 outlook: revenue now expected up mid-single digits (vs prior low single digits); operating income $340–350M.","Q4 outlook: revenue up high-single digits (incl. 4pt from 53rd week); operating income $105–115M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3582859000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289444,"accession_number":"0000950170-23-046751","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q2 revenue $1.2B, EPS $0.25; raises FY outlook to $325-350M operating income","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.2B slightly up YoY; operating profit $65M (5.4% margin) vs prior year improvement.","Aerie revenue $380M (+2%, all-time high); American Eagle revenue $767M (-1%).","Gross margin expanded to 37.7% from 30.9% driven by lower markdowns and costs.","FY operating income guidance raised to $325-350M from $250-270M; revenue expected up low single digits.","Inventory down 7% to $637M; profit improvement initiatives contributing $25M in benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":2281805000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289443,"accession_number":"0001193125-23-202971","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AEO expects Q2 revenue flat YoY, operating income above prior guidance; COO departing in 2024","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue expected approximately flat YoY, vs prior guidance of down low-single digits.","Operating income expected to exceed prior guidance of $25-$35 million.","Demand strengthened in late June and continued into July with Fall collections.","COO Michael Rempell to leave in early 2024 after 23 years; successor search begun."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":2281805000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310261,"accession_number":"0000950170-23-027272","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"American Eagle stockholders approve new equity plan, elect two Class I directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2023 Stock Award and Incentive Plan approved; adds 10,617,000 shares to reserve as successor to 2020 Plan.","Sujatha Chandrasekaran and Jay L. Schottenstein elected Class I directors (138.7M and 149.0M votes for).","Ernst & Young ratified as auditor for FY ending Feb 3, 2024 (170.8M votes for).","Advisory vote on executive compensation approved; stockholders recommend say-on-pay every year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310260,"accession_number":"0000950170-23-023964","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-05-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q1 revenue record $1.1B (+2% YoY); adj. EPS $0.17, guides Q2 op. income $25-35M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP operating income $23M; adjusted operating income $44M excluding $21M in impairment and restructuring charges.","Aerie revenue $359M (+12% YoY) with 2% comp growth; American Eagle revenue $671M (-2%) with -4% comp.","Gross margin 38.2% vs 36.8% YoY; merchandise margin expanded on lower transportation costs partially offset by higher markdowns.","FY2023 revenue guidance: flat to down low-single digits; operating income $250-270M.","Inventory down 8% to $625M; remaining $9M of 2025 convertible notes redeemed in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1080926000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328914,"accession_number":"0000950170-23-005566","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q4 profit beats expectations; reinstates $0.10 dividend; guides FY23 op income $270-310M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.5B (-1% YoY) beat mid-single digit decline expectation; non-GAAP EPS $0.37 vs $0.28 GAAP.","Aerie Q4 revenue up 8% to $464M; American Eagle down 8% to $962M.","Gross margin improved to 33.9% from 32.4% YoY; inventory up 6% but current.","Board reinstated quarterly cash dividend at $0.10/share, payable April 21, 2023.","FY23 guidance: revenue flat to up low-single digits; operating income $270-310M (vs $269M adjusted in FY22)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":4989833000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328913,"accession_number":"0000950170-23-000524","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-01-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AEO Q4-to-date revenue down ~3%; gross margins at high end of guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Fourth quarter-to-date brand revenue down approximately 3% through Jan 7, 2023; American Eagle slightly ahead, Aerie in line.","Gross margins tracking at high end of 32-33% guidance, driven by controlled promotions and strong inventory management.","Quiet Logistics expected to add 2 percentage points to Q4 brand revenue.","Quarter-end inventory expected down vs prior year, in line with prior guidance.","Second highest holiday sales period in company history despite record prior year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346569,"accession_number":"0001193125-22-307498","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-12-16T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"American Eagle Outfitters adopts amended bylaws with enhanced stockholder proposal/disclosure rules","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Enhanced procedural mechanics and disclosure requirements for stockholder proposals (non-Rule 14a-8) and director nominations, including background info and representations.","Designated U.S. federal district courts as exclusive forum for Securities Act of 1933 claims.","Added explicit reference to virtual stockholder meetings and clarified notice for adjourned meetings via electronic network.","Provided for mandatory advancement of expenses for former directors and officers in defending suits (discretionary for company-brought proceedings).","Eliminated requirement to make stockholder list available at meetings per DGCL amendments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346568,"accession_number":"0001193125-22-298910","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-12-06T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"AEO exchanges $60.8M of 2025 convertible notes for common stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$60.8M principal of 3.75% Convertible Senior Notes due 2025 exchanged for shares; number based on VWAP starting Dec 6, 2022.","After exchange, ~$9M of the notes remain outstanding; company receives no cash proceeds.","Accrued interest paid in cash; shares issued without restrictive legends under Section 4(a)(2).","J. Wood Capital Advisors acted as placement agent; transaction structured as private placement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346567,"accession_number":"0000950170-22-025577","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-11-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q3 operating profit $118M beats expectations; rev down 3%; Q4 brand rev guided down mid-single digits","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 results exceeded expectations. GAAP diluted EPS $0.42; operating profit $118M (9.5% margin).","Aerie revenue $350M (+11% YoY); American Eagle revenue $838M (-11% YoY); total revenue $1.2B (-3% YoY).","Inventory $798M (+8% YoY, units +7%), improved from +36% last quarter; Q4 ending inventory expected down YoY.","Q4 guidance: brand revenue down mid-single digits; gross margin 32%-33%; SG&A dollars flat YoY; dividend remains paused."],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":3493745000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362965,"accession_number":"0000950170-22-018326","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-09-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"American Eagle's President, International, Andrew J. McLean resigns effective Sept 11, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew J. McLean, President, International, resigned on September 11, 2022.","No reason for the resignation was disclosed in the filing.","No replacement was announced as of the filing date.","The Company accepted Mr. McLean's resignation effective the same day."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362964,"accession_number":"0000950170-22-018192","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-09-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q2 GAAP EPS -$0.24; pauses dividend; expands cost cuts to $100M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1.2B flat YoY; GAAP EPS ($0.24) vs $0.59; adj EPS $0.04; operating income $14M down from $168M.","Gross margin 30.9% vs 42.1% due to 750bps markdowns and 200bps freight; higher end-of-season selloffs cost $30M.","Aerie revenue +11% to $372M but comp -6%; American Eagle revenue -8% to $778M with comp -10%.","Inventory +36% cost; expects Q3 inventory up mid-singles, Q4 down YoY; making progress on right-sizing.","Pauses $0.18 quarterly dividend; expands annual expense savings target to $100M from $60M; capex guide lowered to ~$250M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2253161000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362963,"accession_number":"0001193125-22-193844","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-07-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"American Eagle director Steven A. Davis passes away unexpectedly on July 10, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven A. Davis, a director since Oct 2020, died unexpectedly on July 10, 2022.","He served on Audit, Compensation, and Nominating, Governance and CSR Committees.","Recognized in June 2022 as NACD Top 100 for boardroom influence and leadership.","Company expresses gratitude and heartfelt condolences to his family and friends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382634,"accession_number":"0001193125-22-183085","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-06-28T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"American Eagle enters new $700M asset-based revolving credit facility due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New five-year $700M ABL credit facility replaces prior agreement; matures June 24, 2027.","Facility includes $60M sublimit for Canadian borrower and $60M for letters of credit; additional $150M first-in, last-out option.","Interest rates: SOFR plus 1.125%-1.375% or base rate plus 0.125%-0.375%; commitment fee 0.20% on unused portion.","Proceeds for general corporate purposes and working capital; secured by inventory, receivables, and certain real property.","Contains springing fixed charge coverage ratio and customary covenants for asset-based financings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382633,"accession_number":"0001193125-22-173025","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"American Eagle shareholders re-elect directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Deborah A. Henretta and Cary D. McMillan elected Class III directors; terms to 2025.","Ernst & Young LLP ratified as independent auditor for fiscal year ending Jan 28, 2023.","Advisory vote on executive compensation approved with 124.1M for, 11.0M against.","149.3M shares represented at meeting, constituting a quorum.","No new financial results or guidance disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382632,"accession_number":"0001193125-22-166729","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-06-03T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"American Eagle announces $342M note exchange, $200M ASR, and ABL upsize to $600M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Exchange of $342M in 3.75% convertible notes for ~34.7M shares and $136.1M cash; $70M notes remain.","$200M accelerated share repurchase (ASR) with JPMorgan; ~13.4M shares initially delivered; final settlement by Q3 2022.","Pursuing upsize of ABL facility from $400M to $600M with 5-year extension; no definitive agreement yet.","Cash portion funded from existing cash and borrowings under existing $400M ABL facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382631,"accession_number":"0000950170-22-010794","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q1 operating income falls 68%; lowers FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 EPS $0.16; gross margin 36.8% vs 42.2%; higher freight cost impacted margin by ~340 bps.","Revenue $1.055B (+2%); Aerie +8% to $322M, American Eagle -6% to $686M; digital sales -6%.","Operating income $42M vs $133M; supply chain acquisitions contributed 3pp to revenue but $12M loss.","Inventory up 46% to $682M; management plans to clear excess spring goods in Q2.","FY operating profit expected above $314M (fiscal 2019) with low single-digit revenue growth vs FY2021."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":1055037000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400513,"accession_number":"0000950170-22-002692","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-03-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle reports record FY2021 revenue of $5.0B; guides FY2022 operating profit $550-600M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2021 revenue $5.0B up 33% vs FY2020 and 16% vs pre-pandemic FY2019; adjusted EPS $2.19.","Q4 revenue $1.51B up 17% YoY; adjusted EPS $0.35; Aerie revenue $428M up 27%.","Elevated freight costs $90M in FY2021, $80M in Q4; $60M Q4 air freight from Vietnam closings.","FY2022 operating profit guidance $550-600M vs FY2021 adjusted $603M; cautious on macro.","Inventory +37% to $553M; capital expenditures $234M in FY2021; cash $435M after Quiet Logistics."],"consensus_eps_estimate":null,"consensus_eps_actual":2.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":5010785000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400512,"accession_number":"0001193125-22-006402","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2022-01-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AEO raises 2023 targets: revenue $5.8B, op income $800M, op margin 13.5%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2021 operating income on track to $600M, surpassing prior 2023 goal two years early.","New 2023 targets: revenue $5.8B (vs prior $5.5B), operating income $800M (vs $550M), margin 13.5% (vs 10%).","Aerie brand targeted to reach $2.2B revenue in 2023, high-20% CAGR from 2019.","Q4 2021 outlook: record revenue mid-to-high teens growth vs Q4 2020, op income $90-100M including $80M freight cost headwind."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419490,"accession_number":"0001193125-21-369837","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2021-12-30T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"American Eagle Outfitters completes $360M acquisition of Quiet Logistics","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Quiet Logistics for approx. $359.8M cash, closed Dec 29, 2021.","Quiet Logistics operates fulfillment centers in Boston, Chicago, LA, Dallas, St. Louis, Jacksonville.","Quiet will be a wholly-owned AEO subsidiary, running independently.","CEO cites reduced delivery costs and operational efficiencies as key benefits.","Deal previously announced Nov 1, 2021; completion triggers no further adjustments beyond post-closing reconciliation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419489,"accession_number":"0001193125-21-366329","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2021-12-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Thomas R. Ketteler resigns from American Eagle board after 40 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas R. Ketteler resigned from the Board for personal reasons effective December 20, 2021.","He served on the Board and as a consultant for over 40 years; no replacement named.","Board size reduced from 9 to 8 members following his resignation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419488,"accession_number":"0001564590-21-057986","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2021-11-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO reports record Q3 revenue $1.27B (+24%), operating income more than doubles to $210M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.27B (+24% YoY); operating income $210M more than doubled; operating margin 16.5%, highest since 2007.","GAAP EPS $0.74; adjusted EPS $0.76 (excl $0.02 non-cash interest on convertible notes).","Aerie revenue +28%, op income +46%; American Eagle revenue +21%, op income +68%.","Acquired Quiet Logistics for supply chain transformation; FY operating income guidance raised to exceed $600M.","Inventory up 32% to $740M due to air freight; capex guided to low end of $250-275M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":3502848000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419487,"accession_number":"0001193125-21-317311","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"American Eagle Outfitters to acquire Quiet Logistics for $350M cash, advancing supply chain strategy","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires Quiet Logistics, a robotics-enabled fulfillment network, for $350M cash financed from balance sheet.","Deal includes equity investments in Axlehire (Series B preferred) and Locus Robotics (Series C preferred).","Expected to close before year-end 2021, subject to HSR clearance; accretive in first full year post-close.","Quiet Logistics will operate as a wholly owned independent subsidiary, serving AEO and other brands.","Builds on prior AirTerra acquisition; aims to create hyper-scaled, asset-light supply chain platform."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":437039,"accession_number":"0001564590-21-046843","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2021-09-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q2 revenue $1.19B (+35%); operating income record $168M; raises dividend 31%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 revenue of $1.19B (+35% YoY); operating income $168M vs -$12M loss in 2020.","Gross margin 42.1% (+1,210 bps); driven by higher full-price sales and lower promotions.","Aerie revenue $336M (+34%); operating margin 21.0%; American Eagle revenue $846M (+35%); op margin 23.5%.","Adjusted EPS $0.60; inventory +20% to $504M; capex guidance narrowed to low end of $250-275M.","Dividend raised 31% to $0.18/share (quarterly); cash & short-term investments $824M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":2228769000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}