To me, the biggest question coming out of American Eagle's (NYSE:AEO)
poor second quarter and weak guidance is whether or not there's an
overall traffic problem at the malls. If traffic is down across the
board (and there's some evidence that that may be the case), this is
just another one of those bad stretches that every apparel retailer has
to deal with now and then. If the traffic patterns are more
inconsistent, though, and some really outperform, it sets up a whole new
round of questions about merchandising, brand value, and long-term
margins.
Please read more here:
http://www.investopedia.com/stock-analysis/082113/american-eagle-hammered-conditions-worsen-aeo-aro-urbn-anf.aspx
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