Brand VerifiedUnited States
American Eagle Outfitters, Inc. - Aerie
Aerie
Aerie, a core brand of American Eagle Outfitters, Inc., was launched in 2006 and is headquartered in Pittsburgh, Pennsylvania, trading on the NYSE under parent ticker AEO. Built on the "Aerie REAL" philosophy—championing unretouched imagery and body positivity—it has cultivated deep loyalty among Gen Z. Its core business focuses on Loungewear & Sleepwear, intimates, and active lifestyle categories. The loungewear and sleepwear segment features cotton and modal sleep sets, flannel and terry robes, and ultra-soft lounge dresses and casual sports suit, renowned for "Real Soft" fabric and V-waist design. In 2025, Aerie generated approximately $1.93 billion in revenue, with Q4 same-store sales surging 23%, establishing itself as the primary growth engine for parent AEO. Through its OFFLINE by Aerie sub-brand, it successfully entered activewear, shipping to 80 countries globally while expanding its physical store footprint.
Strengths: Aerie's core strengths lie in its "Aerie REAL" brand ethos driving Gen Z loyalty, challenging Victoria's Secret through unretouched campaigns and body positivity; its loungewear and sleepwear categories achieve product distinction through "Real Soft" fabric and V-waist design, while OFFLINE positions itself as a strong affordable alternative to Lululemon; with Q4 2025 same-store sales soaring 23% and new customer growth at 14%, the brand demonstrates exceptional market penetration and growth momentum.
Weaknesses: Aerie's main weaknesses include parent-level margin compression from rising tariffs and cotton price volatility, with gross margin declining approximately 2.3 percentage points in FY2025; inventory write-downs from forecast errors reveal room for supply chain agility improvement; as a women-only brand concentrated in intimates and loungewear, category narrowness limits broader market reach, while facing intense competition from emerging players like Skims in shapewear segments.Read MoreShow Less
Strengths: Aerie's core strengths lie in its "Aerie REAL" brand ethos driving Gen Z loyalty, challenging Victoria's Secret through unretouched campaigns and body positivity; its loungewear and sleepwear categories achieve product distinction through "Real Soft" fabric and V-waist design, while OFFLINE positions itself as a strong affordable alternative to Lululemon; with Q4 2025 same-store sales soaring 23% and new customer growth at 14%, the brand demonstrates exceptional market penetration and growth momentum.
Weaknesses: Aerie's main weaknesses include parent-level margin compression from rising tariffs and cotton price volatility, with gross margin declining approximately 2.3 percentage points in FY2025; inventory write-downs from forecast errors reveal room for supply chain agility improvement; as a women-only brand concentrated in intimates and loungewear, category narrowness limits broader market reach, while facing intense competition from emerging players like Skims in shapewear segments.
United StatesFounded 200644K+ / 100
Listed onNYSEAEO
Listed market data
AEO · NYSE · weeklyHistory →- Market cap
- $3.3 B
- Share price
- USD 19.75
- 1Y change
- +18.6%
- Recent change
- +0.7%
- Since first close
- ×25.6
- Revenue (TTM)
- $5.7 B
10-30 → 11-02
from 1994-04
Revenue FY 2026 · updated 2026-11-02Source ↗
Financial history
Full market historyMonthCloseMarket capChange
- 2026-11USD 19.75$3.3 B+9.8%
- 2026-10USD 17.98$3 B+1.1%
- 2026-09USD 17.78$3 B+6.9%
- 2026-08USD 16.63$2.8 B-3.2%
- 2026-07USD 17.18$2.9 B-0.1%
- 2026-06USD 17.20$2.9 B+8.9%
- 2026-05USD 15.80$2.6 B-9.3%
- 2026-04USD 17.42$2.9 B+4.3%
- 2026-03USD 16.70$2.8 B-32.0%
- 2026-02USD 24.57$4.1 B+5.4%
- 2026-01USD 23.31$3.9 B-11.6%
- 2025-12USD 26.37$4.4 B—
Monthly closes · 2025-12 – 2026-11 · Full market history
Ownership & Control
Shareholding as of 2026-06-30- Controlling entity
- Publicly held — no controlling shareholder disclosed
- Company type
- Brand
- Insiders
- 8.95%
- Institutions
- 103.15%(490 holders)
- Free float
- 113.28%
Percentages are of total shares outstanding, aggregated from 13F-style filings via Yahoo Finance. Institutional figures reflect US-filed positions and may undercount owners filing elsewhere. No figure is shown where none is disclosed.
In the press
All coverage →5 latest headlines1- American Eagle (AEO) Stock Looks Reasonable On Its 32% Slidefinance.yahoo.com2026-10-17
- American Eagle Outfitters (AEO), What Is Behind The Fresh Attention?finance.yahoo.com2026-10-17
- Did Aerie Momentum Just Shift American Eagle's (AEO) Investment Narrative?finance.yahoo.com2026-10-17
- What’s Driving the Big Gains at Aerie?wwd.com2026-10-16
- Q2 Earnings Highlights: American Eagle (NYSE:AEO) Vs The Rest Of The Apparel Retailer Stocksfinance.yahoo.com2026-10-14
Headlines aggregated from public feeds. Sentiment tags are keyword-based, not editorial judgement.
Aerie is a direct-to-consumer lifestyle brand under American Eagle Outfitters, Inc. NYSE: AEO, founded in 2006 and headquartered in Pittsburgh, Pennsylvania, USA. The brand controls all design and digital operations in-house while outsourcing production to global manufacturers in Vietnam, Cambodia, China, India, and Sri Lanka.
Core Product Categories
• Sleep Sets — pure cotton and modal sleep sets, flannel plaid winter collections, and parent-child/couples styles
• Loungewear — hoodie and casual wear built around the brand's signature "Real Soft" fabric platform
• Underwear — bras, underwear, and bralettes, holding a leadership position among Gen Z consumers in the U.S. women's underwear market
• Robes — flannel and towel material offerings
• OFFLINE by Aerie — women's activewear including yoga wear and sports sets, a core growth driver
• Swimwear — leading U.S. market share in affordable women's swimwear
Brand Positioning and Revenue
Aerie has established itself as AEO's primary growth engine, generating approximately $1.2 billion in revenue. The brand's "Aerie Real" campaign promotes authenticity and body positivity without photo retouching, delivering strong differentiation in the market. With a brand heat score of 80/100, Aerie ranks as the strongest competitor to Victoria's Secret among Gen Z consumers, underpinned by its tactile fabric leadership and integrated online-offline DTC model reaching more than 100 countries through AEO's global retail network.
Aerie is a lifestyle brand under American Eagle Outfitters, Inc. NYSE: AEO, founded in 2006 and headquartered in Pittsburgh, Pennsylvania, USA. Operating as a direct-to-consumer DTC brand, Aerie maintains full in-house control over design and digital operations while outsourcing all production to global manufacturers primarily located in Vietnam, Cambodia, China, India, and Sri Lanka.
Product Portfolio
Aerie's core product categories include:
• Sleep Sets — pure cotton and modal sleep sets, flannel plaid sets as winter highlights, and parent-child/couples styles
• Robes — flannel and towel material robes
• Loungewear — hoodie and casual wear
• Underwear — bras, underwear, and bralettes
• Women's Activewear — through the OFFLINE by Aerie line, including yoga wear and sports sets
• Swimwear — leading U.S. market share for affordable women's swimwear
The brand's dominance in loungewear is driven by its pursuit of tactile fabric excellence, including the renowned "Real Soft" fabric. Aerie's "Aerie Real" campaign promotes authenticity and body positivity without photo retouching, establishing the brand as the strongest competitor to Victoria's Secret among Gen Z consumers.
Market Position and Revenue
Aerie serves as AEO's primary growth engine, generating approximately $1.2 billion in revenue. With a brand heat score of 80/100, the brand reflects exceptional consumer engagement. Aerie operates through American Eagle Outfitters' global retail network spanning more than 100 countries through combined owned and franchised store operations, integrating online and offline channels under its DTC model.
Product Portfolio
Aerie's core product categories include:
• Sleep Sets — pure cotton and modal sleep sets, flannel plaid sets as winter highlights, and parent-child/couples styles
• Robes — flannel and towel material robes
• Loungewear — hoodie and casual wear
• Underwear — bras, underwear, and bralettes
• Women's Activewear — through the OFFLINE by Aerie line, including yoga wear and sports sets
• Swimwear — leading U.S. market share for affordable women's swimwear
The brand's dominance in loungewear is driven by its pursuit of tactile fabric excellence, including the renowned "Real Soft" fabric. Aerie's "Aerie Real" campaign promotes authenticity and body positivity without photo retouching, establishing the brand as the strongest competitor to Victoria's Secret among Gen Z consumers.
Market Position and Revenue
Aerie serves as AEO's primary growth engine, generating approximately $1.2 billion in revenue. With a brand heat score of 80/100, the brand reflects exceptional consumer engagement. Aerie operates through American Eagle Outfitters' global retail network spanning more than 100 countries through combined owned and franchised store operations, integrating online and offline channels under its DTC model.
| Fiscal year | Revenue | Net income |
|---|---|---|
| 2026 | $5.5 B | $192 M |
| 2025 | $5.3 B | $329 M |
| 2024 | $5.3 B | $170 M |
| 2023 | $5 B | $125 M |
| 2022 | $5 B | $420 M |
Annual results from company filings (SEC XBRL), converted to US dollars.
Quick Facts
Headquarters
Pittsburgh, Pennsylvania, United States
Founded
2006
Employees
44K+
Market cap
$3.3 B
Presence
80+ Countries
Listing
NYSE: AEOCategories
12 categories · scroll for more
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Data Sources & Methodology
This corporate profile is compiled from publicly available sources including company annual reports, SEC/regulatory filings, official press releases, and verified third-party industry databases. Financial figures reflect the most recent fiscal year disclosures and are cross-validated across multiple independent references.
VerityRank Score is calculated using a proprietary multi-dimensional model evaluating market presence, financial strength, operational scale, innovation capacity, and brand influence. Individual dimension scores are normalized against industry peers and updated quarterly.
Disclaimer: This profile is for informational purposes only. VerityRank makes no warranties regarding completeness or timeliness. This content does not constitute investment advice or endorsement.
Key references: NYSE : AEO