American Eagle Outfitters, Inc. (AEO) Q3 2025 Earnings Call Transcript

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American Eagle Outfitters, Inc. (AEO) Q3 2025 Earnings Call December 2, 2025 4:30 PM EST

Company Participants

Judy Meehan – Senior Vice President of Corporate Communications & Investor Relations
Jay Schottenstein – Executive Chairman of the Board & CEO
Jennifer Foyle – President and Executive Creative Director of AE & Aerie
Mike Mathias – Executive VP & CFO

Conference Call Participants

Jay Sole – UBS Investment Bank, Research Division
Matthew Boss – JPMorgan Chase & Co, Research Division
Kelly Crago – Citigroup Inc., Research Division
Jungwon Kim – TD Cowen, Research Division
Rakesh Patel – Raymond James & Associates, Inc., Research Division
Christopher Nardone – BofA Securities, Research Division
Alexandra Straton – Morgan Stanley, Research Division
Janet Kloppenburg – JJK Research Associates, Inc.
Janine Hoffman Stichter – BTIG, LLC, Research Division
Corey Tarlowe – Jefferies LLC, Research Division

Presentation

Operator

Welcome to the AEO Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Judy Meehan, Head of Investor Relations and Corporate Communications. Please go ahead.

Judy Meehan
Senior Vice President of Corporate Communications & Investor Relations

Good afternoon, everyone. Joining me today for our prepared remarks are Jay Schottenstein, Executive Chairman and Chief Executive Officer; Jen Foyle, President, Executive Creative Director for American Eagle and Aerie; and Mike Mathias, Chief Financial Officer. Before we begin today’s call, I need to remind you that we will make certain forward-looking statements. These statements are based upon information that represents the company’s current expectations or beliefs.

The results actually realized may differ materially based on risk factors included in our SEC filings. The company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law. Also, please note that during this call and in the accompanying

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