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American Eagle Slump vs Aerie Surge | Durham News
American Eagle’s main brand is in deep trouble, despite Aerie’s soaring success — Bank of America just slapped an “Underperform” rating on the stock, predicting sales won’t rebound until 2027. While Aerie’s revenue jumped past $2 billion and comparable sales surged 25%, American Eagle’s dipped 2%. Credit card data shows teens are still buying clothes, but American Eagle’s own sales fell 15% year-over-year — proving it’s not a shopper shortage, but a product mismatch. Even with Aerie driving 35% of the business, its growth is slowing, and BofA says the company needs to fix its assortment to…
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