Aeropostale, Inc. (ARO) - NYSE
  • Feb. 25, 2014, 6:52 PM
    • Bloomberg reports Aeropostale (ARO) is working with Barclays to explore investment options such as a convertible note sale or a PIPE transaction, and is also "weighing a straight-up sale."
    • Reuters reported two weeks ago the struggling apparel retailer is open to a PIPE deal. Activist investor Crescendo Partners has been pressing Aeropostale to look for a buyer.
    • ARO +3.6% AH.
    | Feb. 25, 2014, 6:52 PM | 4 Comments
  • Feb. 14, 2014, 8:51 AM
    • Aeropostale (ARO) is taken down to a Market Perform rating from Outperform by analysts at BMO Capital Markets.
    • The odds of buyout or a turnaround look longer, according to BMO.
    • The investment firm dismantled its previous price target, taking it to $6 from $14.
    • ARO -1.9% premarket
    | Feb. 14, 2014, 8:51 AM
  • Feb. 10, 2014, 2:44 PM
    • Aerpostale (ARO -2.2%) might look to P-E firms for help with a capital raise, according to Reuters.
    • There is speculation that the retailer might forgo public markets to raise the funds in a private investment transaction.
    • What to watch: Activist investors Sycamore Partners and Crescendo Partners are likely to have ideas of their own on ARO's future path.
    | Feb. 10, 2014, 2:44 PM | 3 Comments
  • Jan. 28, 2014, 10:46 AM
    • Aeropostale (ARO +1.7%) CEO Thomas Johnson could be feeling a tad paranoid after American Eagle Outfitters and Abercrombie & Fitch both make major management changes within the last week.
    • What to watch: Q4 results from the retailer are forecast to come in weak which will shine a spotlight on the company's strategic plan. Analysts see either a major initiative to reduce stores, a CEO transition, or an exploration of go-private options as possibilities.
    | Jan. 28, 2014, 10:46 AM
  • Jan. 23, 2014, 2:10 PM
    • Shares of a number of retailers selling apparel to teenagers trade weaker than market indexes after peer American Eagle Outfitters replaces its CEO unexpectedly.
    • The gloom in the sector has only intensified over the last week with more warning signs that mall traffic could stay depressed.
    • Decliners: Aeropostale (ARO) -4.6%, Pacific Sunwear (PSUN) -1.4%, Buckle (BKE) -1.6%, Zumiez (ZUMZ) -2.2%, Express (EXPR) -1.6%, Abercrombie & Fitch (ANF) -1.4%.
    | Jan. 23, 2014, 2:10 PM
  • Jan. 22, 2014, 1:38 PM
    • Overall retail space could be reduced by between one-third to one-half over the next ten years, forecasts industry watcher Michael Burden.
    • The harsh assessment could indicate the round of store closings from Sears Holdings (SHLD), J.C. Penney (JCP), and Macy's (M) is only the tip of the iceberg. Watch for American Eagle Outfitters (AEO), Aeropostale (ARO), Dillard's (DDS), Nordstrom (JWN), and Kohl's (KSS) to enact some logical downsizing, while even Wal-Mart (WMT) and Best Buy (BBY) could surprise with some paring.
    • Analysts think stores at malls will be shuttered faster than open air outlets.
    • What to watch: Vibrant brands such as Michael Kors (KORS), Lululemon (LULU), and Vince (VNCE) could shift into a standalone mode as consumer demand stays strong for their on-trend products, but mall metrics trend weaker.
    | Jan. 22, 2014, 1:38 PM | 9 Comments
  • Jan. 15, 2014, 12:31 PM
    • Stifel Nicolaus has a more moderate expectation of the share price Aeropostale (ARO +2.7%) might see in a take-private deal than SunTrust did earlier today with its $15-$17 estimate.
    • The investment firm applies the equivalent transaction value Talbots that received in its sale to come up with $9.35 per ARO share. The deal has a 50% chance of occurring, says Stifel.
    • Brean Capital also takes a dimmer view of P-E interest, saying the exit strategy for the pressured retailer is hard to figure. Private or public, the intense pricing in the teen space amid a group smitten with buying clothes online makes the turnaround case tough.
    | Jan. 15, 2014, 12:31 PM | 2 Comments
  • Jan. 15, 2014, 9:11 AM
    | Jan. 15, 2014, 9:11 AM
  • Jan. 15, 2014, 8:15 AM
    • Aeropostale (ARO) could command as much as $15 to $17 per share in a buyout, according to an optimistic read from Suntrust.
    • The report that the retailer has struck up conversations with P-E firms is expected to draw a spotlight on the group of specialty retailers which have suffered through an extended period of soft store traffic (Related: E-commerce and teens: A dangerous mix for specialty retail).
    • ARO +8.0% premarket to $8.35.
    • On watch: URBN, ANF, AEO, CHS, PSUN.
    | Jan. 15, 2014, 8:15 AM
  • Jan. 15, 2014, 8:03 AM
    • Aeropostale (ARO) has contacted two different P-E firms to gauge interest in a sale, according to a report from Bloomberg.
    • The retailer is under heightened pressure from activist investor Crescendo Partners to explore strategic options.
    • ARO +7.4% premarket.
    | Jan. 15, 2014, 8:03 AM | 1 Comment
  • Jan. 14, 2014, 5:19 PM
    • Specialty retail categories are where e-commerce has had the strongest impact on brick-and-mortar stores, concludes Re/code after scanning sales charts.
    • While food and healthcare categories show lower e-commerce penetration as consumers only slowly pivot away from their traditional buying habits - retailers that sell clothing (EXPR, RUE, ZUMZ, PSUN, AEO, CACH, BODY, CHS, CWTR, NWY, BEBE, ANN, CBK) , sporting goods (HIBB, CAB, BGFV), and electronics (BBY, RSH) continue to lose market share to online sellers at an astonishing pace that shows little signs of slowing down.
    • Demographics aren't working in the favor of the trend reversing itself either as more teens show a tendency to favor online upstarts such as Nasty Gal or Stitch Fix over former mall rat favorites like Gap (GPS), Aeropostale (ARO) or Abercrombie & Fitch (ANF). The younger set is also attuned to deal-shopping and buying used products online which are margin killers in the electronics category.
    • Re/code sees at least two companies that don't mind the e-commerce evolution: FedEx (FDX) and UPS (UPS) could get busier and busier.
    | Jan. 14, 2014, 5:19 PM | 5 Comments
  • Jan. 9, 2014, 11:09 AM
    • Shares of Aeropostale (ARO +5.9%) pop as a huge amount of speculation suddenly crops up over the retailer.
    • The company has reportedly canceled its talk at the ICR XChange Conference scheduled for January 14. That development has active imaginations thinking the company might be looking to sell itself.
    • If the report is true, nobody has bothered to tell the folks at ICR as Aeropostle is still listed on the schedule (conference agenda .pdf)
    | Jan. 9, 2014, 11:09 AM | 2 Comments
  • Jan. 6, 2014, 8:58 AM
    • Winter storms which dumped over ten inches of snow in a large number of U.S. cities (Boston, Chicago, Detroit, St. Louis, NYC region) has wreaked havoc on mall traffic, according to retail watchers.
    • In some major cities, malls were completely closed down due to the extreme snow.
    • The extended bout of wintry weather hit right as the sector was looking for a bounce from post-holiday deal shoppers and gift card conversions.
    • Analysts think most of the anticipated sales will be recouped, although a lag factor could in play. Apparel sellers could be the hardest hit as inventory starts to look stale.
    • On watch: AEO, ANF, ARO, JCP, JWN, KSS, URBN, APP, TLYS, GES, BKE, CHS, ASNA, CWTR, ANN, CBK, NWY, CACH, BODY, WTSL, CATO, BEBE, DDS, LB, PSUN, EXPR, DDS, M, GPS, SHLD.
    • Related ETFs: XLY, VCR, FXD, FDIS, RCD, PEZ, PSCD
    | Jan. 6, 2014, 8:58 AM
  • Jan. 2, 2014, 10:24 AM
    • Jefferies throws in the towel on Abercrombie & Fitch (ANF -2.1%) and Aeropostale (ARO -1.3%), downgrading both teen-oriented retailers to Hold from Buy.
    • The investment firm places its bets on American Eagle Outfitters (AEO +3.4%) instead, raising the company to a Buy rating.
    • The take from Jefferies is that the strength of the American Eagle brand is outshining its rivals.
    | Jan. 2, 2014, 10:24 AM
  • Dec. 31, 2013, 1:07 PM
    • Gift cards are a bigger part of the earnings matrix for retailers this year with usage rising to 23.7% of all holiday spending.
    • Companies which have their fiscal quarter end in January stand a better chance of realizing gift card sales along with holiday sales, while those with a December 31 ending date could see sales slip into the next period.
    • The volume of gift card sales can also factor in to how promotional firms decide to become during the post-Christmas season.
    • Previous: Gift card sales data, Starbucks' cash cow.
    • Related stocks: BBY, HAWK, AEO, ANF, ARO, BBBY, CHS, GPS, JCP, JWN, KSS, LB, M, URBN, WSM.
    | Dec. 31, 2013, 1:07 PM | 2 Comments
  • Dec. 27, 2013, 10:54 AM
    • Shoppers haven't seen anything yet as a number of retailers are expected to pull out all the stops this weekend in order to clear inventory and raise cash before the end of the calendar year.
    • Case in point is J. Crew. The privately-held retailer blasted out an e-mail to customers yesterday with a return of its 30% off deal after it originally expired on Christmas. Bloomingdale's (M), Aeropostale (ARO +1.8%), Abercrombie & Fitch (ANF -0.2%), and Gap (GPS -0.3%) have also been extremely active in promoting post-Christmas deals.
    • What to watch: Retailers which managed inventory adroitly should see their margins hold up better than peers. Early indications are that Lululemon (LULU -0.1%), Zumiez (ZUMZ -0.7%), and Fossil (FOSL -0.8%) may fit the bill.
    | Dec. 27, 2013, 10:54 AM | 1 Comment
Company Description
Aéropostale, Inc. is a retailer of casual apparel and accessories which focuses in the selection of fashion basic merchandise. It operates through Retail Stores and E-commerce, and International Licensing segments. The Retail Stores and E-commerce segment includes the aggregation of the... More
Sector: Services
Industry: Apparel Stores
Country: United States