American Eagle Outfitters, Inc. AEO

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
60/100
Moderate

About American Eagle Outfitters, Inc.

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 … Full AEO analysis →

Competitive advantage assessment

Key strengths

  • Strong Interest Coverage & Conservative Leverage Debt serviceability is strong (score 0.76), with robust interest coverage.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.71).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
48

Where AEO ranks in Apparel Retail

American Eagle Outfitters, Inc. ranks #11 of 34 scored companies in Apparel Retail by moat score — the top 32%. The widest moat in the group is lululemon athletica inc. (LULU) at 83/100.

Moat scores for companies ranked near AEO in Apparel Retail
# Company Moat score Rating
7 Urban Outfitters, Inc. URBN 73/100 Moderate
8 Gap, Inc. (The) GAP 71/100 Moderate
9 Burlington Stores, Inc. BURL 65/100 Moderate
10 J. Jill, Inc. JILL 63/100 Moderate
11 American Eagle Outfitters, Inc. AEO 60/100 Moderate
12 Carter's, Inc. CRI 59/100 Moderate
13 Shoe Carnival, Inc. SCVL 58/100 Moderate
14 BrilliA Inc - Class A BRIA 58/100 Moderate
15 Guess?, Inc. GES 57/100 Moderate

See every General Corporate company ranked by moat score →

How AEO scores on the Corporate Default defenses

Pricing Power

Score 48 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 68 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 69 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 63 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 69 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 48 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding AEO's moat

What is American Eagle Outfitters, Inc.'s moat score?

American Eagle Outfitters, Inc. (AEO) scores 60 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #11 of 34 scored companies in Apparel Retail, the top 32%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 33 companies in Apparel Retail. Its strongest defense is Customer Stickiness (69/100) and its weakest is Pricing Power (48/100).

How does American Eagle Outfitters, Inc. compare with other Apparel Retail companies?

American Eagle Outfitters, Inc. ranks #11 of 34 scored companies in Apparel Retail by moat score. The widest moat in Apparel Retail is lululemon athletica inc. (LULU) at 83/100. The companies ranked closest are J. Jill, Inc. (JILL) at 63 just above it and Carter's, Inc. (CRI) at 59 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 33 companies in Apparel Retail. The defenses are then weighted to produce the overall score out of 100.

Why is American Eagle Outfitters, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for American Eagle Outfitters, Inc.?

The Corporate Default template measures 6 defenses, and AEO scores: Pricing Power (48), Cost Advantage (68), Customer Stickiness (69), Capital Efficiency (63), Resilience (69), Scale & Market Position (48). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000