{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-046751","form_type":"8-K","ticker":"AEO","cik":"0000919012","company_name":"AMERICAN EAGLE OUTFITTERS INC","filed_at":"2023-09-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.025963+00:00","generated_at":"2026-06-10T23:43:23.529936+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AEO Q2 revenue $1.2B, EPS $0.25; raises FY outlook to $325-350M operating income","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-046751","json":"https://secwatch.observer/filing/0000950170-23-046751.json","markdown":"https://secwatch.observer/filing/0000950170-23-046751.md","text":"https://secwatch.observer/filing/0000950170-23-046751.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/919012/000095017023046751/0000950170-23-046751-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/919012/000095017023046751/aeo-20230906.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T23:43:23.529936+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"52f37395a7f5d8de0da0e1b8b9807949ee991cec","claim":"AMERICAN EAGLE OUTFITTERS INC reported second quarter ended July 29, 2023 results: revenue $1.2 billion, EPS $0.25. Guidance raised.","evidence_excerpt":"AEO Inc. Reports Second Quarter Revenue and Operating Profit Above Expectations; Raises Annual Outlook Reflecting Strengthened Demand and Profit Initiatives • Record second quarter revenue of $1.2 billion, up slightly to last year • Operating profit of $65 million, up significantly, with growth across brands","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/919012/000095017023046751/0000950170-23-046751-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended July 29, 2023"},{"label":"Revenue","value":"$1.2 billion"},{"label":"EPS","value":"$0.25"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}