Shaun Currie, CFA
Long/short equity, hedge fund analyst, momentum

American Eagle Outfitters: Risk/Reward Now Becomes Too Compelling To Ignore

American Eagle Outfitter: Risk/Reward Now Becomes Too Compelling To Ignore

It's been a rough start to the year for American Eagle Outfitters (NYSE:AEO) - from the sudden departure of CEO Robert Hanson (who was loved by Wall Street, and someone who I thought had done a great job over his tenure), to weak Q4 results and similarly weak guidance for 2014. But, as I have noted before, investing in the teen retail space right now is all about one thing - whether or not a company can weather the current storm. I don't believe that every teen retailer will make it through this tough period, so companies that can retain market share and/or have the cost levers necessary...

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