secwatch.observer — SEC 8-K summary ====================================== Issuer: AMERICAN EAGLE OUTFITTERS INC (AEO) CIK: 0000919012 Form: 8-K Filed at: 2023-11-21T23:59:59+00:00 Accession: 0000950170-23-065477 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 AEO posts record Q3 revenue $1.3B (+5%), EPS $0.49, raises FY revenue guidance to mid-single-digit growth -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/919012/000095017023065477/0000950170-23-065477-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/919012/000095017023065477/aeo-20231121.htm HTML page: https://secwatch.observer/filing/0000950170-23-065477 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer