American Eagle Outfitters, Inc. operates as a multi-brand specialty retailer in the United States and internationally. The company provides jeans, apparel and accessories, and personal care products for women and men under the American Eagle brand; and intimates, apparel, activewear, and swim collections under the Aerie and OFFLINE by Aerie brands. It also offers menswear products under the Todd Snyder New York brand; and fashion clothing and accessories under the Unsubscribed brand. The company sells its products through own and licensed retail stores; concession-based shops-within-shops; and digital channels, such as www.ae.com, www.aerie.com, www.toddsnyder.com, and www.unsubscribed.com. American Eagle Outfitters, Inc. was founded in 1977 and is headquartered in Pittsburgh, Pennsylvania.

American Eagle Outfitters демонстрирует смешанную картину по фундаментальным метрикам. P/E коэффициент составляет 18.07, что ниже медианы отрасли, указывая на потенциальную недооцененность, однако динамика свидетельствует о росте, что может быть позитивным фактором. Долговая нагрузка (debt/equity) остается низкой на уровне 0.13, что является хорошим знаком для инвесторов. Выручка за последний период значительно выше медианы отрасли, что также позитивно. Тем не менее, компания сталкивается с проблемами в области прибыльности, с чистым доходом на уровне 0 и маржами, которые ниже медианных показателей отрасли. Также наблюдается снижение EPS и ROE, что настораживает. Дивидендная доходность остается относительно стабильной, но не растет. В общем, несмотря на сильные стороны, такие как низкий уровень долга и высокая выручка, слабая прибыльность и низкие маржи ставят под сомнение высокую оценку компании в текущих условиях.

American Eagle Outfitters, Inc.

(RTTNews) - American Eagle Outfitters, Inc. (AEO) announced on Wednesday that it has launched its Summer 2026 campaign featuring Sydney Sweeney, marking a renewed collaboration to spotlight its signature jean shorts collection.
Titled 'Syd for Short,' the campaign positions denim shorts as a timeless summer essential, blending the brand's heritage with Sweeney's relaxed and modern style.
The campaign highlights over 200 shorts styles and introduces curated selections inspired by Sweeney's everyday looks. It also continues a philanthropic element tied to Crisis Text Line, with 100 percent of proceeds from select custom denim pieces donated to support mental health services.
American Eagle said the initiative reinforces its focus on self-expression, while aligning fashion with purpose through its ongoing partnership with Sweeney.
AEO is currently trading at $18.85, up $1.08 or 6.08 percent on the New York Stock Exchange.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

American Eagle Reunites With Sydney Sweeney For Summer 'Syd For Short' Campaign, Stock Up

American Eagle Outfitters, Inc. AEO continues to navigate a challenging cost environment as tariff-related pressures weigh on profitability across the apparel sector. While the company delivered strong top-line growth and operational gains in the fourth quarter, rising sourcing costs remain a notable headwind. Management has been focusing on cost discipline, pricing strategies and sourcing efficiencies to protect margins, while positioning the business for potential recovery in the latter part of the fiscal year.
In the fourth quarter, AEO reported a gross margin of 37%, down 30 basis points year over year, reflecting the impact of approximately $50 million in tariff-related costs. Despite this pressure, the company delivered gross profit of $651 million, up 9%, supported by revenue growth of 10% to about $1.8 billion and comparable sales growth of 8%. Looking ahead, management expects tariff headwinds of roughly $30 million in each of the first two quarters, contributing to an estimated $130 million-plus annual tariff impact.
To offset these pressures, AEO is implementing multiple margin-support initiatives, including tighter inventory management, improved sourcing efficiency and disciplined promotional strategies. The company also highlighted favorable operational efficiencies, including leverage in buying, occupancy and warehousing costs, which helped partially offset tariff-related expenses in the latest quarter. Additionally, stronger performance from higher-margin businesses such as the Aerie and OFFLINE brands is expected to support overall profitability and improve margin mix over time.
Management expects gross margin performance to improve in the second half of the fiscal year as the company cycles prior tariff impacts and benefits from ongoing efficiency initiatives. Continued sales growth, disciplined cost controls and reduced promotional intensity in certain categories could further support profitability. However, the pace of margin recovery will depend on the evolving tariff landscape, sourcing conditions and consumer demand trends, making back-half expansion a key theme to watch in AEO’s earnings trajectory.
AEO’s Price Performance, Valuation & Estimates
American Eagle’s shares have rallied 72% in the past year compared with the industry’s 29.7% growth.
AEO Stock's Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, AEO trades at a forward price-to-earnings ratio of 10.20X compared with the industry’s average of 16.01X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AEO’s fiscal 2027 and 2028 earnings per share (EPS) indicates year-over-year growth of 17.3% and 10.3%, respectively. The company’s EPS estimate for fiscal 2027 and 2028 has moved north in the past 30 days.
Image Source: Zacks Investment Research
AEO stock currently carries a Zacks Rank #3 (Hold).
Stocks to Consider
We have highlighted three better-ranked stocks in the retail space, namely, Deckers Outdoor Corporation DECK, Tapestry, Inc. TPR and FIGS Inc. FIGS.
FIGS is a direct-to-consumer healthcare apparel and lifestyle brand, and it currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for FIGS’ current financial-year sales indicates growth of 11.7% from the year-ago reported number. The company delivered a trailing four-quarter earnings surprise of 187.5%, on average.
Deckers is a leading designer, producer and brand manager of innovative, niche footwear and accessories. It carries a Zacks Rank #2 at present. DECK delivered a trailing four-quarter average earnings surprise of 36.9%.
The Zacks Consensus Estimate for Deckers’ current fiscal-year earnings and sales indicates growth of 8.5% and 8.9%, respectively, from the year-ago actuals.
Tapestry, which was formerly known as Coach, Inc., is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. It currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for Tapestry’s current fiscal-year earnings and sales implies growth of 26.5% and 11.2%, respectively, from the year-ago actuals. TPR delivered a trailing four-quarter average earnings surprise of 12.8%.
Quantum Computing Stocks Set To Soar
Artificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.
Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.
Access the Report Free Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AEO's Gross Margin Faces Tariff Woes: Is Back-Half Expansion Likely?

American Eagle Outfitters, Inc. AEO continues to sharpen its omnichannel capabilities as digital engagement becomes a critical growth lever across the apparel sector. The company has been prioritizing customer acquisition through its direct channels, supported by targeted marketing campaigns and enhanced digital experiences. With consumers increasingly shifting between online and physical stores, strengthening omnichannel connectivity remains central to AEO’s strategy to drive traffic, deepen engagement and improve conversion rates.
Recent performance trends highlight the growing importance of digital and customer growth metrics. During the fourth quarter of fiscal 2025, AEO reported overall comparable sales growth of 8%, supported by strong traffic gains and higher customer engagement across channels. The Aerie brand recorded 14% growth in new customers, while brand awareness increased 12% year over year, signaling successful digital and marketing initiatives. Additionally, management noted that the direct business outperformed in the back half of the year, with customer acquisition momentum continuing into the early part of the new fiscal year.
The company is also investing meaningfully in marketing and digital engagement tools to strengthen its omnichannel reach. Management highlighted a strategic increase in advertising spend, particularly across digital platforms, aimed at boosting brand visibility and driving customer traffic. Initiatives such as influencer partnerships, creator communities and targeted campaigns are helping expand AEO’s reach among younger consumers while supporting stronger conversion across both online and store channels.
Looking ahead, AEO’s focus on building stronger customer relationships through data-driven marketing, enhanced online experiences and seamless store integration is expected to reinforce its omnichannel positioning. The company aims to convert newly acquired shoppers into repeat customers through personalized engagement and improved product availability across channels. If these efforts continue to drive higher traffic and retention, AEO could see sustained growth supported by a more resilient and fully integrated omnichannel ecosystem.
AEO’s Price Performance, Valuation & Estimates
American Eagle’s shares have rallied 35.4% in the past year compared with the industry’s 8.4% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, AEO trades at a forward price-to-earnings ratio of 9.64X compared with the industry’s average of 15.70X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AEO’s fiscal 2027 and fiscal 2028 earnings per share (EPS) indicates year-over-year growth of 17.3% and 10.3%, respectively. The company’s EPS estimate for fiscal 2027 and fiscal 2028 has moved north in the past seven days.
Image Source: Zacks Investment Research
AEO stock currently carries a Zacks Rank #3 (Hold).
Stocks to Consider
We have highlighted three better-ranked stocks in the retail space, namely, Deckers Outdoor Corporation DECK, Tapestry, Inc. TPR and FIGS Inc. FIGS.
Deckers is a leading designer, producer and brand manager of innovative, niche footwear and accessories. It flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Deckers’ current fiscal-year earnings and sales indicates growth of 8.5% and 8.9%, respectively, from the year-ago actuals. DECK delivered a trailing four-quarter average earnings surprise of 36.9%.
Tapestry, which was formerly known as Coach, Inc., is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. It currently sports a Zacks Rank of 1.
The Zacks Consensus Estimate for Tapestry’s current fiscal-year earnings and sales implies growth of 26.5% and 11.2%, respectively, from the year-ago actuals. TPR delivered a trailing four-quarter average earnings surprise of 12.8%.
FIGS is a direct-to-consumer healthcare apparel and lifestyle brand, and it currently has a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for FIGS’ current financial-year sales indicates growth of 11.7% from the year-ago reported number. The company delivered a trailing four-quarter earnings surprise of 187.5%, on average.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AEO's Digital Customer Acquisition Rise: Is Omnichannel Strengthening?

Dollar Tree, Inc. DLTR posted solid fourth-quarter fiscal 2025 results, wherein the bottom line surpassed the Zacks Consensus Estimate. Both metrics increased year over year. Quarterly results benefited from the sturdy execution of its strategic initiatives. The company posted its 20th straight year of positive same-store sales.
Dollar Tree’s adjusted earnings per share (EPS) from continuing operations jumped 21.3% year over year to $2.56 and beat the Zacks Consensus Estimate of $2.53.
Shares of Dollar Tree have gained more than 5% in the pre-market session after releasing its fourth-quarter fiscal 2025 results. Shares of this Zacks Rank #3 (Hold) company have gained 9.9% in the past three months compared with the industry’s 11.2% growth.
DLTR’s Quarterly Performance: Key Metrics & Insights
Net sales increased 9% year over year to $5.45 billion compared with the Zacks Consensus Estimate of $5.47 billion. Same-store sales (comps) grew 5% year over year. The company’s comps benefited from a 6.3% increase in the average ticket, partly offset by a 1.2% lower traffic.
Dollar Tree, Inc. Price, Consensus and EPS Surprise
The gross profit jumped 13.3% year over year to $2.1 billion, with a 150-basis-point (bps) gross margin expansion to 39.1%. This increase was fueled by improved mark-on from pricing actions, and reduced domestic and import freight costs, somewhat offset by increased tariff costs. We estimated a year-over-year increase of 10% in gross profit and a 40-bps expansion in the gross margin.
Selling, general and administrative (SG&A) costs were 26.9% of sales, down 10 bps from the year-earlier quarter. The decline was mainly owing to prior-year software impairments and contract termination costs, and reduced stock compensation, somewhat offset by increased store payroll aiding pricing initiatives, increased general liability claims and higher incentive compensation. On an adjusted basis, excluding strategic review costs, software impairments and termination costs, and the year-ago accelerated vesting of certain stock awards, the metric grew 170 basis points to 26.8% of total revenues.
Adjusted operating income jumped 10.7% year over year to $695 million. The operating margin rose 20 basis points to 12.8%.
DLTR’s Financial Health
Dollar Tree ended the fiscal fourth quarter with cash and cash equivalents of $717.8 million, no borrowings under its credit facilities and no commercial paper outstanding. As of Jan. 31, 2025, net merchandise inventories were $2.5 billion, down 7.4% year over year. It had a net long-term debt, excluding the current portion, of $2.43 billion and shareholders’ equity of $3.8 billion as of Jan. 31, 2026.
In fourth-quarter fiscal 2025, the company repurchased 2.2 million shares for $232 million. Dollar Tree had $1.8 billion remaining under the $2.5 billion repurchase authorization as of Jan. 31, 2026.
Dollar Tree’s Store Update
In fiscal 2025, the company opened 402 Dollar Tree stores and converted or added nearly 2,400 stores to the Dollar Tree 3.0 multi-price format, ending the year with approximately 5,300 multi-price stores. As of Jan. 31, 2026, DLTR operated 9,282 stores.
Q1 & FY26 Guidance by DLTR
The company projects net sales from continuing operations of $20.5-$20.7 billion, supported by comps growth of 3-4% compared with 4-6% mentioned earlier. Adjusted EPS from continuing operations is projected to be $6.50-$6.90, including the year-to-date share repurchase impacts. It projects approximately 400 store openings and 75 closings for the fiscal year. DLTR reported revenues of $19.4 billion and adjusted EPS of $5.75 in fiscal 2025.
For the first quarter of fiscal 2026, the company projects net sales from continuing operations between $4.9 billion and $5 billion, supported by expected comparable-store sales growth of 3-4%. Adjusted EPS is anticipated to come within the $1.45-$1.60 range.
Key Retail Stock Picks
Deckers Outdoors Corporation DECK, together with its subsidiaries, designs, markets, and distributes footwear, apparel and accessories for casual lifestyle use and high-performance activities in the United States and internationally. At present, Deckers sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DECK’s current fiscal-year sales and earnings indicates growth of 8.9% and 8.5%, respectively, from the year-ago figures. DECK delivered a trailing four-quarter earnings surprise of 36.9%, on average.
American Eagle Outfitters, Inc. AEO operates as a specialty retailer of casual apparel, accessories and footwear for men and women. At present, AEO sports a Zacks Rank of 1.
The Zacks Consensus Estimate for AEO’s current fiscal-year sales and earnings indicates growth of 4.11% and 16%, respectively, from the year-ago figures. American Eagle delivered a trailing four-quarter earnings surprise of 37.6%, on average.
Five Below, Inc. FIVE operates as a specialty value retailer in the United States. At present, FIVE sports a Zacks Rank of 1.
The consensus estimate for FIVE’s current fiscal-year sales and earnings implies growth of 22.1% and 25%, respectively, from the year-ago figures. FIVE has delivered a trailing four-quarter earnings surprise of 62.1 %, on average.
Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.
See Our Top Stock to Double (Plus 4 Runners Up) >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dollar Tree's Q4 Earnings Beat Estimates, Sales Rise on Higher Comps

Here are three stocks with buy rank and strong income characteristics for investors to consider today, March 16:
BHP Group Limited BHP: This resources company witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.5% the last 60 days.
BHP Group Limited Sponsored ADR Price and Consensus
This Zacks Rank #1 company has a dividend yield of 4.2%, compared with the industry average of 0.0%.
BHP Group Limited Sponsored ADR Dividend Yield (TTM)
Canadian Imperial Bank of Commerce CM: This bank holding company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.8% the last 60 days.
Canadian Imperial Bank of Commerce Price and Consensus
This Zacks Rank #1 company has a dividend yield of 3.2%, compared with the industry average of 2.6%.
Canadian Imperial Bank of Commerce Dividend (TTM)
American Eagle Outfitters, Inc. AEO: This retail company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8% in the last 60 days.
American Eagle Outfitters, Inc. Price and Consensus
This Zacks Rank #1 company has a dividend yield of 2.8%, compared with the industry average of 0.0%.
American Eagle Outfitters, Inc. Dividend Yield (TTM)
See the full list of top ranked stocks here.
Find more top income stocks with some of our great premium screens.
Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.
See Our Top Stock to Double (Plus 4 Runners Up) >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Best Income Stocks to Buy for March 16th

Victoria’s Secret & Co. VSCO delivered a strong performance in the fiscal fourth quarter of 2025, surpassing expectations and signaling improving business momentum. The company witnessed year-over-year growth in both its net sales and comparable sales. Following this performance, the company issued a fiscal 2026 outlook that points to a continued turnaround. For fiscal 2026, management expects net sales of $6.85-$6.95 billion, implying 5% to 6% growth compared with $6.55 billion reported in fiscal 2025.
A key factor supporting this expected growth is the company’s continued expansion in international markets, which management views as a major long-term opportunity. In fiscal 2026, the company anticipates double-digit growth in its international business as it strengthens its presence in existing markets, while also entering new regions. In addition, Victoria’s Secret plans to further capitalize on digital and social commerce channels to extend its global reach and engage more effectively with customers worldwide.
The company is also implementing a coordinated global strategy that aligns product development, marketing initiatives, and brand storytelling. This approach is designed to maintain a consistent brand identity across markets while also allowing flexibility to introduce exclusive local products tailored to regional consumer preferences. Such initiatives are expected to enhance brand relevance and deepen customer engagement in international markets.
Alongside its geographic expansion, the company is reinforcing its position as a leader in bras by placing this category back at the core of the Victoria’s Secret brand. By strengthening its focus on bras and improving operational capabilities, the company aims to drive product leadership and support long-term growth. These strategic initiatives suggest Victoria’s Secret’s fiscal 2026 outlook could mark a meaningful step in the company’s turnaround.
The Zacks Rundown for VSCO
Shares of this Zacks Rank #1 (Strong Buy) company have gained 62.4% in the past six months against the industry’s decline of 2.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, VSCO trades at a forward price-to-earnings ratio of 13.30X, lower than the industry’s average of 16.18X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for VSCO’s current and next fiscal year earnings implies a year-over-year rise of 15.7% and 19.5%, respectively.
Image Source: Zacks Investment Research
Other Stocks to Consider
Some other top-ranked stocks have been discussed below:
Deckers Outdoors Corporation DECK together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. At present, Deckers sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DECK’s current fiscal-year sales and earnings indicates growth of 8.9% and 8.5%, respectively, from the year-ago figures. DECK delivered a trailing four-quarter earnings surprise of 36.9%, on average.
Tapestry, Inc. TPR provides accessories and lifestyle brand products in North America, Greater China, rest of Asia, and internationally. At present, TPR flaunts a Zacks Rank of 1.
The consensus estimate for TPR’s current fiscal-year sales and earnings implies growth of 11.2% and 26.7%, respectively, from the year-ago figures. TPR has delivered a trailing four-quarter earnings surprise of 12.8%, on average.
American Eagle Outfitters, Inc. AEO operates as a multi-brand specialty retailer in the United States and internationally. At present, AEO carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for AEO’s current fiscal-year sales and earnings indicates growth of 4.6% and 16.7%, respectively, from the year-ago figures. American Eagle delivered a trailing four-quarter earnings surprise of 37.6%, on average.
Just Released: Zacks Top 10 Stocks for 2026
Hurry – you can still get in early on our 10 top tickers for 2026. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful.
From inception in 2012 through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.
Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2026. You can still be among the first to see these just-released stocks with enormous potential.
See New Top 10 Stocks >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Does the VSCO 2026 Sales Forecast Signal a Major Turnaround?

In trading on Tuesday, shares of American Eagle Outfitters, Inc. (Symbol: AEO) crossed below their 200 day moving average of $13.10, changing hands as low as $12.93 per share. American Eagle Outfitters, Inc. shares are currently trading off about 5.6% on the day. The chart below shows the one year performance of AEO shares, versus its 200 day moving average:
Looking at the chart above, AEO's low point in its 52 week range is $9.46 per share, with $17.09 as the 52 week high point — that compares with a last trade of $13.00.
Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average »
Also see:
HSON Stock Predictions
NDRM Price Target
Top Ten Hedge Funds Holding PROC
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AEO Makes Notable Cross Below Critical Moving Average

Dollar General Corporation DG reported fourth-quarter fiscal 2025 results, wherein both the top and bottom lines beat the Zacks Consensus Estimate and increased year over year, marking continued operational progress and healthy customer traffic trends. The company delivered steady same-store sales growth, supported by gains across both consumable and non-consumable categories. Despite upbeat fourth-quarter results, DG’s shares have lost 5% in the trading hours.
More on DG’s Q4 Performance
Dollar General posted quarterly earnings of $1.93 per share, which came ahead of the Zacks Consensus Estimate of $1.61. The bottom line skyrocketed 121.8% from the prior-year period.
Net sales of $10,911.2 million rose 5.9% year over year and came ahead of the Zacks Consensus Estimate of $10,785 million. This increase was backed by contributions from store openings and higher same-store sales, though partly offset by the impact of store closures.
Dollar General Corporation Price, Consensus and EPS Surprise
Same-store sales grew 4.3%, reflecting a 2.6% increase in customer traffic and 1.7% in average transaction amount. Growth was recorded across all major categories, including consumables, seasonal, home products and apparel. We had anticipated same-store sales growth of 2.8% for the quarter.
DG’s Key Metrics & Margin Insights
DG’s consumables category generated $8,772 million, up 5.5% from the prior year. Seasonal sales increased 8.2% to $1,206.1 million, Home Products’ sales rose 8.6% to $643.8 million, and Apparel sales improved 3.5% to $289.3 million.
Gross margin expanded 105 basis points to 30.4%, benefiting from lower shrink, increased inventory markups and decreased inventory damages, partly offset by a higher LIFO provision. We had envisioned an 80-basis-point increase in gross margin.
SG&A expenses, as a percentage of sales, leveraged 165 basis points to 24.9%, stemming from impairment charges, mainly owing to the store-portfolio optimization review completed in fiscal 2024, and retail salaries, somewhat offset by higher incentive compensation. We anticipated 90 basis points of deleverage in SG&A expenses. Dollar General’s operating profit jumped 106.1% to $606.3 million.
DG’s Financial Snapshot
This Goodlettsville, TN-based company ended the quarter with cash and cash equivalents of $1,138.5 million, long-term obligations of $4,565.9 million and total shareholders’ equity of $8,512 million.
Management incurred capital expenditures of $1.2 billion in fiscal 2025. For fiscal 2026, Dollar General now anticipates capital expenditures, including investments in the strategic efforts, to be in the $1.4–$1.5 billion range. The company does not plan to repurchase shares in fiscal 2026.
As of Jan. 30, 2026, total merchandise inventories, at cost, were $6.3 billion compared with $6.7 billion as of Jan. 31, 2025, showing a decline of 7% on an average per-store basis.
During fiscal 2025, the company introduced 581 stores in the United States and eight stores in Mexico, remodeling 2,000 stores through Project Renovate and 2,254 stores through Project Elevate, while relocating 47 stores.
In fiscal 2025, DG did not repurchase any shares under its share repurchase program. On March 11, 2026, the company’s board declared a quarterly cash dividend of 59 cents per share on its common stock, payable on or before April 21, 2026, to shareholders of record as of April 7, 2026.
Dollar General’s Expectations for FY26
Dollar General now expects net sales growth of 3.7-4.2% while same-store sales are projected to increase 2.2–2.7%. Earnings per share are anticipated to be between $7.10 and $7.35, assuming an effective tax rate of roughly 25%. This view also reflects a negative impact of about 13 cents due to the expiration of the Work Opportunity Tax Credit on Dec. 31, 2025. Dollar General reported net sales of $42.7 billion and earnings per share of $6.85 in fiscal 2025.
The company has reaffirmed its real estate strategy, which includes about 4,730 projects. Plans call for opening roughly 450 U.S. stores and about 10 in Mexico, remodeling around 2,000 locations under Project Renovate and about 2,250 under Project Elevate, as well as relocating approximately 20 stores.
Shares of this Zacks Rank #3 (Hold) company have risen 1.9% in the past year compared with the industry’s growth of 11%.
Key Retail Stock Picks
Deckers Outdoors Corporation DECK, together with its subsidiaries, designs, markets, and distributes footwear, apparel and accessories for casual lifestyle use and high-performance activities in the United States and internationally. At present, Deckers sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DECK’s current fiscal-year sales and earnings indicates growth of 8.9% and 8.5%, respectively, from the year-ago figures. DECK delivered a trailing four-quarter earnings surprise of 36.9%, on average.
American Eagle Outfitters, Inc. AEO operates as a specialty retailer of casual apparel, accessories and footwear for men and women. At present, AEO sports a Zacks Rank of 1.
The Zacks Consensus Estimate for AEO’s current fiscal-year sales and earnings indicates growth of 4.11% and 16%, respectively, from the year-ago figures. American Eagle delivered a trailing four-quarter earnings surprise of 37.6%, on average.
Five Below, Inc. FIVE operates as a specialty value retailer in the United States. At present, FIVE sports a Zacks Rank of 1.
The consensus estimate for FIVE’s current fiscal-year sales and earnings implies growth of 22.1% and 25%, respectively, from the year-ago figures. FIVE has delivered a trailing four-quarter earnings surprise of 62.1 %, on average.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dollar General's Q4 Earnings Beat Mark, Same-Store Sales Rise 4.3%

DICK'S Sporting Goods, Inc. DKS posted robust fourth-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Both sales and earnings increased from the prior-year figures.
The company delivered a solid performance in the fourth quarter, supported by healthy comparable sales growth and strong demand during the holiday season. The core DICK’S business continued to benefit from growth in both customer transactions and average spending per purchase, reflecting resilient consumer interest in sporting goods and athletic apparel. Sales increased significantly from the prior-year period, primarily driven by the inclusion of the recently acquired Foot Locker business, which expanded the company’s overall scale and market presence.
The company reported adjusted earnings of $4.05 per share in the fiscal fourth quarter, lagging the Zacks Consensus Estimate of $3.36 per share and down from $3.62 per share recorded in the year-ago quarter.
DICK'S Sporting Goods, Inc. Price, Consensus and EPS Surprise
DKS’ Quarterly Performance: Key Metrics & Insights
Net sales of $6.23 billion increased 59.9% year over year and surpassed the consensus estimate of $6.10 billion. The upside was driven by robust comps and healthy transaction growth. Consolidated comps for DICK'S Business grew 3.1% year over year, supported by higher traffic.
DKS Records Higher Margins & Expenses
Adjusted gross profit rose 46% year over year to $1.99 billion but lagged our estimate of $2 billion. Meanwhile, the gross margin contracted 310 bps.
The adjusted SG&A expense rate of 24.7% rose 10 bps year over year. Adjusted SG&A expenses, in dollar terms, grew almost 60.5% year over year to $1.56 billion and were higher than our estimate of $1.52 billion.
DKS’ Financial Health Snapshot
DICK’S Sporting ended fiscal 2025 with cash and cash equivalents of $1.35 million and no outstanding borrowings under the revolving credit facility. It had a total debt of $1.9 billion as of Jan. 31, 2026. Total inventory rose 47% year over year.
This Zacks Rank #3 (Hold) company repurchased 1.6 million shares under its share repurchase program for $342.1 million in fiscal 2025. It had $3.2 billion remaining under its authorization as of the same date. DKS also paid $5 million in fiscal 2025 for shares repurchased in the prior fiscal year.
On March 11, 2026, the company’s board of directors announced a quarterly cash dividend of $1.25 per share for holders of its common and Class B common stock. The dividend will be distributed on April 10, 2026, to shareholders recorded as of the close of business on March 27, 2026. This marks a 3% increase from the prior quarterly dividend and represents an annual dividend of $5.00 per share.
Other Developments in DKS’ Release
In fiscal 2025, the company introduced 16 House of Sport locations and 15 DICK'S Field House locations.
The company completed its acquisition of all outstanding shares of Foot Locker on Sept. 8, 2025, following the merger agreement signed earlier that year. The transaction, valued at $2.5 billion, was primarily composed of share consideration, along with a cash component and the value of the company’s prior equity stake in Foot Locker.
Foot Locker’s results are now reflected in its performance from the acquisition date onward, excluding pro forma comparable sales. Following the close, the company assembled a world-class management team and began a comprehensive review of unproductive assets, including clearing excess inventory, closing underperforming stores and realigning the business for future growth. The acquisition of Foot Locker positions DKS to become a global leader in the sports retail industry. The company assembled a world-class management team and initiated a review of unproductive assets, which, along with merger and integration costs, are expected to result in future pre-tax charges of $500-$750 million. Of this amount, $235.5 million and $390 million were recorded during the 13-week and 52-week periods ended Jan. 31, 2026, respectively.
What to Expect From DKS in FY26?
DICK’S Sporting expects continued growth in fiscal 2026, supported by steady demand and strategic expansion initiatives. The company projects consolidated net sales in the range of $22.1- $22.4 billion for 2026. Consolidated operating income is expected to be between $1.71 billion and $1.83 billion, while non-GAAP operating income is projected in the range of $1.68-$1.81 billion.
DKS continues to envision earnings to be $13.70-$14.70 per share, with non-GAAP earnings per share expected to be between $13.50 and $14.50. For its core segment, the DICK’S business expects comparable sales growth in the range of 2-4%, with net sales projected between $14.5 billion and $14.7 billion and segment profit expected to reach $1.58-$1.66 billion, representing a margin of 11.0-11.2%. The Foot Locker business is projected to generate net sales of $7.6-$7.7 billion, with pro forma comparable sales growth of 1.0-3.0% and segment profit of $100-$150 million, reflecting a margin of 1.3-1.9%. The company also plans to invest approximately $1.7 billion in gross capital expenditures during the year to support store expansion and strategic initiatives.
The company’s shares have lost 7.7% in the past three months against the industry’s growth of 0.6%.
Image Source: Zacks Investment Research
Key Picks
Some better-ranked stocks are American Eagle Outfitters Inc. AEO, Williams-Sonoma Inc. WSM and Boot Barn Holdings Inc. BOOT.
American Eagle is a specialty retailer of casual apparel, accessories and footwear for men and women aged 15-25 years. It currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for American Eagle’s fiscal 2025 sales and earnings indicates growth of 4.6 and 16.7%, respectively, from the year-ago reported numbers. AEO has a trailing four-quarter earnings surprise of 37.6%, on average.
Williams-Sonoma is a multichannel specialty retailer of premium-quality home products. It carries a Zacks Rank #2 (Buy) at present.
The Zacks Consensus Estimate for Williams-Sonoma’s fiscal 2025 sales indicates growth of 1.9% from the previous year’s reported figure, while the estimate for earnings suggests a year-over-year decline of 1%. WSM has a trailing four-quarter average earnings surprise of 8.6%.
Boot Barn operates as a lifestyle retail chain devoted to western and work-related footwear, apparel and accessories. It currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for Boot Barn’s current fiscal-year sales and earnings indicates growth of 17.6% and 26%, respectively, from the year-ago reported numbers. BOOT has a trailing four-quarter earnings surprise of 4.9%, on average.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

DKS Q4 Earnings & Sales Top Estimates, Sales Increase Y/Y

Petco Health and Wellness Company, Inc. WOOF reported fourth-quarter fiscal 2025 results, with the top and bottom lines surpassing the Zacks Consensus Estimate. However, the top line decreased year over year.
WOOF’s Quarterly Performance: Key Insights
Petco reported a loss of 1 cent per share, which is narrower versus the Zacks Consensus Estimate of a loss of 2 cents per share. Loss per share in this quarter was narrower than the loss of 3 cents per share in the previous-year period.
Petco Health and Wellness Company, Inc. Price, Consensus and EPS Surprise
Petco Health and Wellness Company, Inc. price-consensus-eps-surprise-chart | Petco Health and Wellness Company, Inc. Quote
Net sales reached $1,515.1 million, down 2.4% year over year from $1,552.1 million, in line with management’s guidance for a low single-digit decline. The reported number exceeded the Zacks Consensus Estimate of $1,509 million.
Comparable sales declined 1.6% year over year compared with the Zacks Consensus Estimate’s dip of 2%. The decline in comparable sales was due to the company’s decision to exit unprofitable sales. The company ended the quarter with 1,382 stores in the United States, higher than the Zacks Consensus Estimate’s 1,378 stores. The company closed 16 stores in 2025.
Petco’s Margin & Cost Performance
Gross profit fell 1.4% year over year to $580.8 million in the quarter from the $589.3 million in the previous-year quarter. However, the gross margin rate increased 37 basis points - to 38.3%.
Selling, general and administrative (SG&A) expenses fell 3.9% year over year to $548.9 million from $571.9 million in the previous-year period. SG&A as a percentage of net sales reached 36.2%, reflecting 62 basis points of leverage from the previous-year period.
Operating profit grew 83.2% year over year to $31.9 million from $17.4 million in the previous year period. The operating margin also expandeda 98basis points to 2.1%, supported by a higher gross margin and expense leverage during the quarter.
Adjusted EBITDA increased 10.6% year over year to $106.3 million from $96.1 million, with the adjusted EBITDA margin rising 82 basis points from 6.2% in the prior year period to 7% of sales.
Petco’s Segmental Performance
In the fiscal fourth quarter, net sales for the Consumables category reached $759 million, declining 2.8% year over year from $781 million and missing the Zacks Consensus Estimate of $766 million.
Supplies and Companion Animals net sales also fell 5.5% year over year to $500 million from $529 million in the prior-year period, slightly below the Zacks Consensus Estimate of $503 million.
In contrast, the Services and other categories recorded growth, with net sales rising 5.8% year over year to $256 million from $242 million in the previous-year quarter, surpassing the Zacks Consensus Estimate of $241 million.
Petco’s Financial Health Snapshot
For the fiscal year, free cash flow reached was $187 million, rising 276.3% year over year. For fiscal 2025, cash and cash equivalents totaled at $256.7 million, up $91 million despite a voluntary $95 million debt repayment, with net debt standing at $1,241.5 million.
A Look Into Petco’s FY26 Guidance
For fiscal 2026, net sales are expected to be flat to up 1.5% versus compared with the last year. The company anticipates 15–20 net store closures in 2026, primarily weighted toward the back half of the year. Adjusted EBITDA is expected to be in the range between $415 million and $430 million, with capital expenditures of about $140 million.
For the first quarter of fiscal 2026, net sales are projected to be down 1% to flat year over year, and comp sales are expected to be roughly flat at the midpoint. Adjusted EBITDA is expected to be between $92 million and $94 million.
WOOF currently carries a Zacks Rank #3 (Hold). The stock has gained 1.3% in the past year compared with the industry’s growth of 32.7%.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks have been discussed below:
Deckers Outdoors Corporation DECK together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. At present, Deckers sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DECK’s current fiscal-year sales and earnings indicates growth of 8.9% and 8.5%, respectively, from the year-ago figures. DECK delivered a trailing four-quarter earnings surprise of 36.9%, on average.
American Eagle Outfitters, Inc. AEO operates as a multi-brand specialty retailer in the United States and internationally. At present, AEO flaunts a Zacks Rank of 1.
The Zacks Consensus Estimate for AEO’s current fiscal-year sales and earnings indicates growth of 4.11% and 16%, respectively, from the year-ago figures. American Eagle delivered a trailing four-quarter earnings surprise of 37.6%, on average.
Five Below, Inc. FIVE operates as a specialty value retailer in the United States. At present, FIVE carries a Zacks Rank of 1.
The consensus estimate for FIVE’s current fiscal-year sales and earnings implies growth of 22.1% and 25%, respectively, from the year-ago figures. FIVE has delivered a trailing four-quarter earnings surprise of 62.1%, on average.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	AEO	Industry	AEO	Industry	Volume, $
Yesterday 19.3 - 20.1	5.65	0.46	5.08	1.39	72.81M
Week 17.7 - 20.1	13.08	3.95	5.29	4.10	428.92M
Month 15.8 - 20.1	17.67	3.87	16.93	8.21	1.50B
3 Months 15.8 - 26.7	-19.67	4.63	24.70	12.02	5.32B
6 Months 15.3 - 28.5	31.93	5.25	58.63	18.63	13.59B
Year 9.3 - 28.5	94.35	50.43	69.65	25.37	29.52B
3 years 9.3 - 28.5	52.68	76.73	95.99	61.03	60.08B
5 years 9.3 - 39.0	-41.08	209.46	120.88	88.28	98.73B
All time 1.6 - 39.0	1,086.89	285.50	—	—	85.68B

American Eagle Outfitters, Inc.

Price and volatility history

Risk ratios