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November 6, 2007

American Eagle Will Have plus Comp Store growth in 4th QT.

Analysis of: Aerie Expands Offering With f.i.t. | www.wwd.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Analysis By:
Allan Zwerner
Independent Consultant, Allan Zwerner Consulting
Implications: American Eagle once again introduces a concept to max. sales productivity , by introducing f.i.t. line in a total of 45 plus doors for holiday.AEO has proven their ability to shift space to grow plus sales.Expanding in this category will also improve gross margins since it is a hot trend that will be on every young females list for xmas.

Analysis: American Eagle has found a way to continue to have comp store sales growth with the addition of f.i.t. classification.As with the Aerie concept last year for 4th QT., AEO has proven they can max. sales productivity by introducing Workout Wear to their female consumer,furthermore, this addition continues to tell the consumer that AEO is the place to shop for new ideas and new lifestyle concepts.
Unlike many other mall based retailers in womens that seem to think the way to ad plus sales is "do things bettter than last year" vs find new lifestyles , ideas that one's targeted consumer would react favorably towards.

Other Analyses of the Same Source Article:
American Eagle disappointing 3rd quarter results baked into valuation.
November 8, 2007, Author: Mark Sussman, President and Chief Executive Officer, Pyramid Solutions, Inc.
NO question close D.e.m.o,it's the only option
October 31, 2007, Author: Allan Zwerner, Independent Consultant, Allan Zwerner Consulting
The Sleeping Jewel in Ralph's arsenal for future growth.
July 18, 2007, Author: Allan Zwerner, Independent Consultant, Allan Zwerner Consulting
Kenneth Cole IS Accessories.
March 9, 2007, Author: GLG Expert Contributor
Where's Kenneth Cole Going?
March 6, 2007, Author: Allan Zwerner, Independent Consultant, Allan Zwerner Consulting

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