American Eagle Outfitters' Aerie banner posted a 25% rise in comparable sales during the first quarter of fiscal 2026, with revenues surging 34% year over year to $481 million. On a trailing 12-month basis, the brand surpassed the $2 billion revenue milestone. Strength was broad-based across channels and categories, with Aerie apparel comps jumping 45% while intimates posted high-single-digit growth. Management attributed the outperformance to higher traffic, better conversion, increased average unit retail, larger basket sizes, and strategic initiatives such as a head-to-toe merchandising approach and the 100% Aerie Real campaign featuring Pamela Anderson. The company also highlighted that its OFFLINE activewear business has become the number two legging brand among its core demographic, providing a significant runway for continued growth.
American Eagle Outfitters IncAerie comparable sales rose 25% and revenues surged 34% to $481M, driven by strong customer demand across channels and categories.
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