American Eagle Outfitters on Thursday logged record first-quarter revenue of $1.2 billion, increasing 10% to last year, as the U.S. apparel firm registered strong growth across its portfolio, especially at Aerie.
The Pittsburgh-based company said comparable sales increased 8% during the quarter ending May 2. By brand, Aerie comparable sales surged 25%, while American Eagle comparable sales dipped 2%.
Assisted by the quarterly sales growth, the company returned to profit in the first quarter, recording a net income of $23.5 million, compared to a net loss of $64.9 million in the prior-year period.
“We entered 2026 with strong momentum, delivering double-digit top-line growth and operating income ahead of guidance,” said Jay Schottenstein, executive chairman of the board and chief executive officer, AEO Inc.
“This quarter reflected the strength of our portfolio and the power of Aerie. Driven by compelling product assortments and a deep emotional connection with customers, the brand achieved exceptional multi-channel growth and profitability, further amplified by the continued relevance of the ‘100% Aerie REAL’ campaign. While results at American Eagle were mixed, our teams are moving decisively to reignite the women’s business and strengthen product execution and brand positioning.”
Looking ahead, the company said it expects full-year revenue to be up mid-single digits.
“Despite continued consumer and macroeconomic uncertainty, we remain confident in our ability to navigate near-term headwinds. We are focused on operational excellence and disciplined execution to drive long-term value for AEO and our shareholders,” concluded Schottenstein.
Earlier this year, Pamela Anderson partnered with Aerie for the brand’s “100% Aerie Real” campaign to take a stand against AI-generated bodies and people.
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