AEO
American Eagle Outfitters Inc
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What stocks cycle back down to a low, but never really go below that level? (3 year update)
What stocks cycle back down to a low, but never really go below that level? (3 year update)
CURV: in-depth analysis, DD, and potential for short squeeze
American Eagle stock takes flight on earnings beat, inventory management (NYSE:AEO)
2023-02-01 Wrinkle-brain Plays (Mathematically derived options plays)
What companies have large ownership from leaders/families?
Unusual Options Activity on Cameco Corp (CCJ): Sense or Nonsense?
Thoughts on AEO? American eagle outfitters. Looks good to me. Unusualwhales sent out a call option buy for next friday so i got 3. Then i looked into it 😂. Would love to hear what y'all think!
$30K Earnings Play for BBY, AEO, JWN, DKS, and ANF. Eating well or not at all 🙏
Thank you Macy's for the gift. I'll use it for BBY, JWN, and AEO next week 🚀
AEO to Buy Quiet Logistics for $350 million.
AEO is set to buy Quiet Logistics for $350 million
I am a Quiet Employee, and the company has grown exponentially. Is this a good move for AEO and something investors should be interested in?
DD-SUPER BULLISH ON $AEO($25) with a TARGET PRICE OF LOW $40’S 60%+ UPSIDE
AEO - American Eagle Outfitters down 12% after beating all earnings in 2nd record high.
BACK TO SCHOOL...BACK TO SCHOOL...GRADE 5 READING LEVEL REQUIRED. $AEO American Eagle Outfitters MOON 🚀
BACK TO SCHOOL...BACK TO SCHOOL...GRADE 5 READING LEVEL REQUIRED. $AEO American Eagle Outfitters 🚀
$GPS A Double - Only Paying for Old Navy Today, Fabletics IPO Implies Substantial Athleta Value (Dealreporter Article Out Recently), Full YZY Launch Imminent
$GPS A Double - Only Paying for Old Navy Today, Fabletics IPO Implies Substantial Athleta Value (Dealreporter Article Out Today), YZY Launch Imminent
The next big Retail play is American Eagle (AEO)
$AEO - is it a good bet to keep rising or fall after a 5 year high? 🤔
Mentions
Ross AVGO AEO MDB big money to be made fellas this week
Some day you may learn about AEO.
It is definitely not just you. Since the start of 2026, many users have pointed out a distinct shift in the atmosphere of r/investing and similar finance subreddits. The "flood" you’re seeing is likely a mix of two things: a genuine surge in low-effort AI summaries and a more strategic trend called **Answer Engine Optimization (AEO)**. ### Why it feels different right now * **The "Template" Vibe:** You’ve probably noticed the hallmark of modern LLMs: a perfectly balanced structure of 3–5 bullet points, a "TL;DR" at the top, and a sanitized, risk-averse tone. It lacks the "human heat"—the typos, the weird personal anecdotes, and the raw conviction (or frustration) that usually fuels investing debates. * **AEO (The New SEO):** Marketing firms and "AI SEO" agencies are now openly targeting Reddit. Because LLMs like Gemini and ChatGPT frequently cite Reddit threads in their answers, bad actors use bots to seed subreddits with "authoritative-sounding" content to influence what AI models eventually tell users about certain stocks or services. * **The "Slop" Feedback Loop:** Moderation logs across Reddit show that "disruptive AI" reports are at an all-time high. In some communities, it's estimated that nearly half of the new submissions are at least partially reworked or fluffed up by AI to make them "more exciting" or professional. ### How to spot the "Finance Slop" While AI is getting better at mimicking humans, it still leaves a few digital fingerprints in investing contexts: | Feature | The Human Investor | The LLM "Slop" | | --- | --- | --- | | **Tone** | Opinionated, often cynical or overly excited. | Neutral, academic, and "tempered." | | **Data** | Might focus on one specific, obscure metric. | Regurgitates surface-level P/E ratios and "Mag 7" stats. | | **Structure** | Rambling or conversational. | Perfectly symmetrical bullet points and bold headers. | | **Context** | Relates to personal life (e.g., "my wife's 401k"). | Uses broad generalizations (e.g., "many investors feel..."). | ### What’s being done? Moderators are currently in an "arms race." Some subreddits have started using tools like **smartmod.ai** or **r/botbouncer** to flag posts with high "AI likelihood" scores. However, as users have noted, these tools aren't 100% accurate and sometimes catch real people who just happen to write very formally. The "dead internet" feeling is real, but the best way to fight it is to keep the discussion grounded in your actual experiences. **Would you like me to help you find some of the more "human" alternative subreddits or Discord communities that have stricter verification for financial discussions?**
Bet the farm on AEO American Eagle Outfitters and it went up like crazy. >150% in 6 months. Then I pivoted to GIS General Mills. They hit a multi-year low recently and have really struggled. They sold a profitable division, which caused future earnings to temporarily drop. They'll find their footing, and I'll get a 5% dividend while I wait. It may be a while, but their dividend has been paid without interruption since the 1800's. Thru pandemics, multiple world wars and the likes. And if there is an economic downturn or the AI bubble pops, money will shift into consumer staples as a defensive play. So if the economy does well, I expect GIS to get things turned around before too long. And if the economy does poorly, I expect GIS to do well.
Sydney Sweeney ringing the bell. Calls on AEO I guess
Mostly because algos can snatch headlines and decide to buy or sell within miliseconds, faster than any retail. Their code runs on the same datacenter as the stock exchanges to minimize delay. However, if the good news has real substance, it's not late to chase because big capitals need time to accumulate their huge positions. Which is why you see during earnings, on a surprise beat, you have an initial spike by algos, a retrace about 5 minutes later for algos to exit on retails who smashed buy button manually, but if the earning has substance and not just PR nonsense, then the rest night price will continue to rise and even those who bought into algo sells will make a good profit. One clean example was AEO's last earnings, algo instant buy, exit on retail rush, but because the earnings call is considered good and hence big money gradually piled in over the next few days. So those who were algo's exit liquidity still makes money if the hold through the noise.
American Eagle Outfitters AEO does another commercial but it's just sweeney spreading cheeks and it fades to the ticker AE 🍑
My daughter holds AEO (American Eagle) and they had record holidays sales. Then goes down 10%.
I love how this penny stock has a higher share price than $AEO
Looking at what’s happening now and think what will happen with a company. Example: Over the summer fake controversy over Sydney Sweeney jeans, it was obvious to buy AEO.
Of my accounts on Robinhood: Strategies Taxable 20%, Strategies Roth 20%, Self Managed Roth 66%(HOOD&AEO). Work 401k in VOO 19%
I got AEO from WSB this year. Did very well.
It is WORKING - get another pair and go twin TURBO now $AEO
UNH, LMT, SBUX, AEO popping before market open always makes me nervous. We need NVDA the sleeping giant to awaken and fulfill the prophecy. Might inverse myself and not panic sell for once.
My indicators: AEO, LMT, UNH, SBUX If they pumpin, tech is dumpin. Thought my calls were safe. 😭
Nah. I blanket bet on clothing retailers because they're all crushing it. Since ER's (all in the last few weeks) the clothing retailers have seen: GAP +20% ANF + 60% AEO +25% ASO + 15% ... so why wouldn't I bet on lulu?
That's what people said about lulu too. ASO, ANF, AEO, GAP, LULU & others have all jumped like 15-60% since their ER's. All in like the last 2-6 weeks.
No idea. Literally every retailer is doing well. I played ASO this week - I should have just held. It's up 15% since it's ER's. GAP up - you saw. AEO jumped 25% ANF is up like 60% etc, etc. I haven't actually seen a single clothing retailer FALL post ER's recently. I'm 100% betting on nike here
retail as a whole has absolutely crushed it. No way I'm betting agianst the sector here. ASO +15% this week on ER's LULU +10% AEO +25% GAP +25% since ER's ANF +60% others... Literally every retailer is mooning hard. NKE is next week, I'm 100% betting on them too. Easy money
\> “All the retailers are doing well” Nah. I'm literally looking at how investors are reacting to their ER's - as that's all that actually matters. IE: I'm looking at movements in the share price. That's all I'm here for - to make money. I don't actually care about the rest. If share price goes up -> doing well. Positive reaction -> goes up, Negative -> goes down. Look at any other retailer / similar company recently. They've all been doing amazingly. It was mostly caused due to market overreacting to tariffs on the sector. GAP +20% since ER's ANF +60% since ER's ASO +15% since tues (Er's) AEO +25% (jump on ER's) LULU +10% (jump on ER's) There are others up \~20-25% on ER's as well. However those are just the 5 I've been following. I haven't actually seen a single retailer **DROP** on their ER's recently. So... why would I expect lulu to? Often these jumps are due to some external variable - ie: macro correlations. \--- Well - turns out there is a reason for these massive share price jumps. The sector wasn't hit nearly as hard as anticipated (by, ie: tariffs). Investors priced the sector as if we were going into a recession - which we are not. Everyone overreacted. It makes a blanket bet on the sector a "good bet". That's why I bet on lulu. Sector has been doing very well (ie: share prices have been skyrocketing).
Literally all retailers are doing well (AEO, GAP, ANF, LULU, ASO, etc. etc.) This literally cannot go tits up. I'm thinking of hoping into NKE myself
I’m really considering a big position on NKE, retail has been amazing this quarter anything thag doesnt have seriously negative news just moons it feels like. LULU ANF AEO VSCO
Honestly just long all retail. NKE is next week, I'm 100% getting in on it. Literally everyone has mooned 10-50%+ since ER's. GAP: \~20% AEO: over 25% ANF: over 50% ASO: \~10% LULU: \~10%
Is that the case for all other major clothing retailers in the US? Why is it that VSCO who reported last week had increased revenues? Similar for all the other clothing retailers that reported last couple of weeks ANF, AEO, GPS?
I was just doing ER rotations all week -- I played like 5 different ER's this week. All retail has been doing incredibly well (GAP, AEO, ASO, ANF, etc) - which is why I punted quite a bit into LULU. Just the sectors been performing - so I figured - may as well bet on them all! Super glad I did
How do you explain KSS, ANF, AEO, URBN all jumping 20-40 % on earnings and you expect LULU to do the opposite?
It's basically - buy before ER's and sell after ER's. Entire sector has been doing very well recently so I'm just betting on everything in the sector as a whole (GAP, AEO, ANF, etc)
Nope. It's basically I've been seeing more bulls than bears & the entire sector has been doing well (GAP, AEO, ANF, etc)
Are LULU calls free money? retail with strong brand identity has been going up… ANF,AEO,VSCO for example
VSCO > AEO Twice > Sydney Sweeney
ULTA will outperform earnings like AEO watch
Both are promising companies but do not justify short squeeze criteria. AEO - 153m share float EBS - 50m float' These companies will rise because of strong financials and growth not because of a short squeeze. Do like these long term but will never have a GME type run - not enough S/I and to large float
Had a great earnings week, thanks for everyone who put me on AEO and PATH, those were my biggest earners. Wish I had the balls to have thrown 300-500 into a Mongo call tho Monday but we ball. Off until next week!
Here's my read through from AEO results to what's going on at ANF. Comparable sales at American Eagle brand +1% vs -7% for Abercrombie brand. American Eagle benefiting from Abercrombie market share loss. AEO also bested ANF with an overall gross margin improvement vs overall decline at ANF if you take out tariffs from both. The divergence grows further with guidance. AEO's *comparable* growth is almost 2x ANF overall growth. So whatever AEO is doing (tits?) is giving it even more share in Q4 at the expense of ANF. Sequential improvement in Abercrombie brand from Q2 to Q3 doesn't matter. Q4 guide for overall sales growth at ANF is 200 bps worse than Q2 and Q3, which implies that Abercrombie brand comparable sales decline re accelerates in Q4. This was observed to be consistent with Black Friday traffic: [source](https://www.passes.com/wallstbeats/a847ca52-8043-4550-a5ea-c09350898dfe) That's half the company at ANF that's dying. ANF deserves to be cheap.
Here's my read through from AEO results to what's going on at ANF. Comparable sales at American Eagle brand +1% vs -7% for Abercrombie brand. American Eagle benefiting from Abercrombie market share loss. AEO also bested ANF with an overall gross margin improvement vs overall decline at ANF if you take out tariffs from both. The divergence grows further with guidance. AEO's *comparable* growth is almost 2x ANF overall growth. So whatever AEO is doing (tits?) is giving it even more share in Q4 at the expense of ANF. Sequential improvement in Abercrombie brand from Q2 to Q3 doesn't matter. Q4 guide for overall sales growth at ANF is 200 bps worse than Q2 and Q3, which implies that Abercrombie brand comparable sales decline re accelerates in Q4. This was observed to be consistent with Black Friday traffic: [source](https://www.passes.com/wallstbeats/a847ca52-8043-4550-a5ea-c09350898dfe) That's half the company at ANF that's dying. ANF deserves to be at least 25% cheaper than it is.
AEO earnings proves Big Racist Tater Tots are good for business
Sold all puts at open, 15% modest gain, I’ll take it and try to short POET and AEO at the right times.
Here's my read through from AEO results to what's going on at ANF. Comparable sales at American Eagle brand +1% vs -7% for Abercrombie brand. American Eagle benefiting from Abercrombie market share loss. AEO also bested ANF with an overall gross margin improvement vs overall decline at ANF if you take out tariffs from both. The divergence grows further with guidance. AEO's *comparable* growth is almost 2x ANF overall growth. So whatever AEO is doing (tits?) is giving it even more share in Q4 at the expense of ANF. Sequential improvement in Abercrombie brand from Q2 to Q3 doesn't matter. Q4 guide for overall sales growth at ANF is 200 bps worse than Q2 and Q3, which implies that Abercrombie brand comparable sales decline re accelerates in Q4. This was observed to be consistent with Black Friday traffic: [source](https://www.passes.com/wallstbeats/a847ca52-8043-4550-a5ea-c09350898dfe) That's half the company at ANF that's dying. ANF deserves to be at least 25% cheaper than it is.
MRVL and AEO making me feel like a galaxy brain. So naturally my calls on SNOW are not going to print
I played AEO to success, but missed Macys - silly me ;) What do you think about Calls for CRM, PATH, SNOW and Kroger?
-100 $AEO -100 $PSTG +premium
Here's my read through from AEO results to what's going on at ANF. Comparable sales at American Eagle brand +1% vs -7% for Abercrombie brand. American Eagle benefiting from Abercrombie market share loss. AEO also bested ANF with an overall gross margin improvement vs overall decline at ANF if you take out tariffs from both. The divergence grows further with guidance. AEO's *comparable* growth is almost 2x ANF overall growth. So whatever AEO is doing (tits?) is giving it even more share in Q4 at the expense of ANF. Sequential improvement in Abercrombie brand from Q2 to Q3 doesn't matter. Q4 guide for overall sales growth at ANF is 200 bps worse than Q2 and Q3, which implies that Abercrombie brand comparable sales decline re accelerates in Q4. This was observed to be consistent with Black Friday traffic: [source](https://www.passes.com/wallstbeats/a847ca52-8043-4550-a5ea-c09350898dfe) That's half the company at ANF that's dying. ANF deserves to be at least 25% cheaper than it is.
AEO to the moon tomorrow, congrats to all who got calls.
Yeah I played Abercrombie to success, but thought AEO and Macys had already ran too much for upside vs risk…silly me
Sold my AEO calls for CRWD 🤡
All the tech earnings plays crapped out except asana, AEO on the other hand crushed it. What is this inverso world we living in
no way i played earnings right for once, calls on AEO puts on MRVL 😭
AEO red by market open
Sydney Sweeney $AEO pump and dump
Calls on Sydney Sweeney was the easiest play ever AEO baby
Calls on Sydney Sweeney was the easiest play ever AEO baby
Shorted ANF above 90 and bought some $96 puts. Waiting on AEO earnings to piece everything together.
TP today closed SLP calls and letting MDB and CRDO profits run for a bit Opened today: - Calls: AEO M PSTG - Puts: GTLB MRVL OKTA Not investment advice, and after what happened to my portfolio last week you'd be regarded to follow anything I do anyway LOL.
Man I got a lot of hate for saying market breadth is improving lol. It’s not all in tech. Look at WMT and AEO. Breadth is expanding out and not just in AI
AEO guidance will be interesting to compare with ANF. A sequential revenue growth and YoY volume decline into ANF's best quarter of the year despite increased inventory YoY, plus no guidance yet for 2026 could mean the worst is yet to come for ANF. If AEO shows a better guide for Q4, we'll know AEO is taking back share from ANF. We already know Gap is taking back share.
Sydney Sweeney, Travis Kelce, Martha Stewart AEO🚀
still deciding on what to pick. No clue if AEO could also be a success line anf, kohls, and urban. I should probably just take my MongoDB gains and run but 🤷♂️
Idk if AEO is taking share from ANF but even the better than expected Q4 guidance from ANF is horrendous. 5% nominal growth including sales from new stores? That's basically an overall decline in units sold. This is despite higher promotions, gross margin loss (excluding tariffs), and operating margin loss. And this is their best quarter of the year.
Idk if AEO is taking share from ANF but even the better than expected Q4 guidance from ANF is horrendous. 5% nominal growth including sales from new stores? That's basically an overall decline in units sold. And this is their best quarter of the year.
AEO puts? Good earnings look priced in.
AEO going up got me feeling nervous for earnings
Insider trading info! AEO earrings tomorrow + Sidney Sweeney has a nice rack. Buy calls
AEO bullish momentum will continue with ER tomorrow 😎
Anyone think the Sydney Sweeney shit was enough to tank AEO or is Martha Stewart going to make that shit skyrocket?
How we feeling on AEO chat
The Sweeney effect is gonna be sweet on AEO!
AEO calls. PUTS on CRM CRWD DOCU
just went to the mall, AEO puts, LULU calls
Did you get in on AEO earlier in 2025 when it bottomed out at $9.xx ? In just a few months, it ripped to $20+
CXM puts, AEO calls baby https://preview.redd.it/g4rszlbp274g1.jpeg?width=1170&format=pjpg&auto=webp&s=e13fbe603bb0c24d7de0a9d82fa17bfb4301f5d6
AEO's up 17% in the last 5 days. They could beat and give good outlook but if it isn't 'good enough' it's gonna go down. Not worth the upside imho
AEO calls. PUTS on CRM CRWD DOCU
Also thinking AEO might surprise again after GAP, Ross, Kohls and Urbn
I am one of those short term swing traders. Sentiment is the biggest indicator. Be it news or social media narratives; the narrative is always my leading indicator. Connectivity has really transformed market movements over the past 5 years. Sentiment is followed by increased volume and momentum. An oversold stock that has an increasing volume of buyers or has new upside momentum is something that leads me to pay attention. Then there’s technical analysis that I use to execute. (This all works in the inverse too). I’m big on charting. Seeing a stock test resistance levels on the up side or down side are important and ultimately the last step to planning a trade. I’ll give you an example. AEO and Sydney Sweeney. The news of her ad absolutely demolished the stock price. But it shined a massive light on an otherwise forgotten brand that was heavily over sold. I entered that trade under $12 with the knowledge that Q3 earnings were going to post just after the back to school new clothes buying ritual. Plus the stock was already in an up trend from its bottom. My entire thesis was to hold AEO till the Q3 report and sell the news of a positive earnings report after a new influx of retail buyers choosing to shop AEO for back to school. I was actually familiar with AEO as I was a buyer of their shirts prior to all of this because they were cheap and good quality. In any event, I held from the end of July till September when the Q3 report printed then sold at a 50% profit. I traded rare earths and precious metals along side and after that trade till October. I’m now doing a similar trade with Tesla using an inverse ETF, shorting Tesla from its high on November 3rd after news started to circulate heavily about Elon’s 1 trillion dollar pay package. My thesis being that regardless of whether the vote was positive or negative it was bad for the shareholders and that the stock was heavily overbought after its lows of 290 over the summer. While holding my inverse ETF I’m day trading a correlated ETF for the up swings to cover my short position using technical charting. I did the same thing with MSTR when BTC fell below 100k and then Nvidia before earnings, going short through an inverse ETF’s. This week I made the same inverse ETF trade on Google as I see retail piling into an overbought stock that’s up over 50% in 3 months. It’s about understanding the market dynamics, both psychology and price action, then using those to develop a strategy that gives you an edge.
The commercial is great and was an awesome response to AEO's commercial with Sweeney. Unfortunately their clothes are still ass for men.
Holy fuck Sydney Sweeneys dress. Calls on AEO
To clarify: a stop-loss is designed to stop your losses from becoming too big. So if you set a stop-loss limit order @ $11, it would sell @ $11 to stop you from losing more than $1.66 per share. A Limit Order is for buying or selling. You could set a Limit Order to sell AEO @ $20. Also - look into "Paper Trading" accounts. These are accounts that give you $100,000 of fake money to practice trading. Better to learn by losing fake money than real money. Some people - like the other guy giving you 'advice' on here - want you to put the same amount of $$$ into an index fund every month. This is a guaranteed way to buy at 52-week highs. Overall, it's often times hard to make money buying at the high. If you buy individual stocks such as AEO, it's because your goal is to have better returns than the S&P 500. Warren Buffet ALWAYS goes shopping when markets tankz and that's why he's one of the richest guys in the world. Have junior come up with a bunch of names of companies he's familiar with. Does he have Nike shoes, drink Coke and eat at McDonalds ? Then have him watch stocks of companies that he's already familiar with. Investing in individual stocks will eventually generate losses, but don't let that pour cold water on things. It's much better to lose 25% of $300 than 25% of $150,000 - which junior will eventually be investing many years down the road. It's great to learn young. P.S. Always buy AEO @ $10ish & sell around $20ish
Did you sell ? The CFO sold a bunch of shares around $20, and I sold some of mine at $20, too. It's often times risky to chase the hype.. occasionally it works out for some, but SS & TK are a lot of hype, and the CFO knew it. The stock went from $20+ down to $14. I bought a little back at $14.xx Keep AEO on your long-term watch list. Look at their all-time chart: don't buy high. Typically only buy under $15, and especially at $10. AEO also isn't a long-term hold. Typically sell at $20+, and/or when the CEO or CFO sells.
There are very few posts about AEO, and yours is one of them. AEO really seems to trade in a range over the years, and I would consider shorting it if it gets to $25 or $30, but buying around $10. Keep it on your watch list.
Unfortunately I did not. If I would have held onto the short a bit longer, I would have cleaned up. And my $26 additional short level was PEAK AEO price!
For fake meat to Shrek all focus must be on it unlike a few months ago when DNUT, OPEN & AEO were all competing with each other
Just went to the mall. Here's the scoreboard I counted. GAP: 34 customers (quick headcount). AEO: 13 customers. Levis: Literally 1 TLDR: Gap is actually packed and busy. It's not a meme, wtf.
Yah, I know. I saw it happen. There was a fuckton of options volume Friday. There was also almost 5k more contracts bought that match mine (25c's). Some regards decided to match my 20c's too. I was previously over 95% of the OI. \--- The rumors seem to hold true. I just went shopping at the mall. I stopped by a few places. GAP: 34 customers (quick headcount). AEO: 13 customers. Levis: Literally 1. It was actually really busy inside GAP & some shit was sold out / some shelves empty. No fucking way I'm papering this one.
Yes and no. They often do run on trends, but when they get enough traction they start to become sticky. AEO's ad campaign was insanely successful - but I don't think it was sticky. They failed to capitulate on the momentum / launch other campaigns to keep interest, etc, etc. This was evidenced by my friend who went to the mall last week. She reported quite literally a single customer in american eagle, whereas GAP was quite busy in comparison. GAP didn't stop. They've launched 3 ad campaigns in the last \~2.5 months and all considered highly successful. The reach / trends on them is insane. A lot of fashion relies on the executive team (more than the brand, trends, etc). Why??? A good team \*can execute\*, launch ad campaigns, start trends, revive brand awareness, etc, etc, etc. \--- Look at their current exec team - it's really good. Current CEO ran Mattel for \~15 years (GAP poached him) and was responsible for Barbie, Hotwheels and Fisher-Price. He's credited with 'reviving' those brands. GAP has 4 sub brands (GAP, Old Navy, Banana Republic, Athleta) - which suggests to me there is a ton of room to grow there too. \--- Basically - if you can gain momentum and keep it going you start getting repeat customers. They're doing that with a good exec team. That's what you want. IMO they're making GAP relevant again, and that is what matters.
The TLDR: Yes, that is what I suspect. The institutional flow suggests others agree with me (they wouldn't be punting 10mil+ into calls on Friday if they disagreed) \--- It is risky, my entire investment style is. If you're more of a 'fundamental' investor than catalyst trader look at the traditional metrics. GAP has a PE of \~9.3, AEO sits 14.3 and LEVI's sits \~14. From that standpoint alone it's arguable that GAP is undervalued. I'm arguing that market priced no growth on GAP with a PE of less than 10... but I think we saw some. So market mispriced it. People keep asking me why not LULU. "It's so cheap!". Lulu has a pe of \~11.5. The answer is simple - my friends don't shop there. GAP would have to see a \~20-25% price increase to match lulu. Lulu hasn't been doing any massively viral advertising imo -- I'm actually hearing more GAP than LULU around where I live. Lots of the girls are mentioning it / talking about it.
Have you shorted AEO again ?
cool. but 6x is antigrowth. lowest multiple in the sector while actually growing with a good balance sheet. GAP at 8.9, AEO 13x, urban outfitters 16.0x lululemon is 11x, levis 16x.
30+. Most recent one I agree with, but it didn't consider growth well... \> the same price action as AEO with the Sydney Sweeney campaign Sweeney wasn't sticky. It was a one time thing imo. Whereas GAP did 3 campaigns and all insanely successful. Don't compare GAP to AEO. Ads work - we all know this. Compare ad campaigns this year vs last, This years are over 100x higher impressions & interactions