Aeropostale, Inc. (ARO) - NYSE
  • Oct. 15, 2013, 11:05 AM
    • The latest read on retail sales for October showed a decent 3.2% Y/Y gain, but it's how the industry got there that could be a concern.
    • Rebook says promotional activity picked up as apparel retailers looked to clear inventory ahead of the holiday season.
    • Specialty retailers (EXPR, RUE, ZUMZ, PSUN, ARO, AEO, ANF, CACH, BODY, CHS, CWTR, NWY, BEBE, ANN, CBK) in particular have been increasing markdowns and discounting activity in Q4 as they clear space for winter lines.
    | Oct. 15, 2013, 11:05 AM
  • Oct. 7, 2013, 2:45 PM
    • Avondale Partners estimates Aeropostale (ARO -1.5%) could fetch $15 a share due to its untapped potential.
    • The implied 57% premium makes the retailer a tempting pick as a speculative investment with Aeropostale management widely viewed as bungling strategy.
    • Morningstar is of the same mind, estimating a buyout would go off in the neighborhood of $14 to $15 per share.
    | Oct. 7, 2013, 2:45 PM
  • Oct. 2, 2013, 10:48 AM
    • Shares of Aeropostale (ARO +1.3%) spike after The Street reports, citing a source, that Sycamore Partners is looking to buy the retailer.
    • The site observes that Sycamore's move to take an 8% stake in ARO back in Sept. and the retailer's lackluster Q2 results and Q3 forecast echo the shake-out of Sycamore's acquisition of Talbots.
    | Oct. 2, 2013, 10:48 AM
  • Oct. 2, 2013, 9:58 AM
    • FBR Capital weighs in on teen retailers. The common thread is execution and margins in a weak retail environment.
    • Urban Outfitters (URBN +0.3%) is initiated at Outperform with a PT of $43. Susan Anderson thinks the company is "well positioned to navigate an environment in which consumers crave fashion and differentiated products" and has a healthy margin with the possibility of further expansion.
    • Abercrombie & Fitch (ANF -0.1%) is initiated at Outperform with a PT of $43 as well. The firm notes it "arguably has the best brand among the teen retailers," but may need a longer-term fundamental fix to get back on track. Valuation is attractive, and takeout potential provides a floor.
    • American Eagle (AEO -1%) is initiated at Perform with a PT of $15. Anderson notes that the company has been "the victim of weak mall traffic," but has multiple growth drivers. That said, valuation is "still a bit high."
    • Aeropostale (ARO -1.6%) is initiated at Perform with a PT of $10. Weak traffic has been "exacerbated by execution issues that have lingered since mid 2012." But the company is attempting a turnaround through a repositioning to higher margin fashion items and Sycamore's recently disclosed 8% stake has led to M&A speculation.
    | Oct. 2, 2013, 9:58 AM
  • Sep. 26, 2013, 2:23 PM
    • Shares of beaten-down teen retailers American Eagle (AEO -0.1%) and Aeropostale (ARO +0.9%) began the day trading notably higher although both have given back their gains.
    • Likely behind the early move was a relatively bullish note out of Jefferies this morning.
    • For more, see articles by SA contributors John Huber and Ariana Research.
    | Sep. 26, 2013, 2:23 PM
  • Sep. 20, 2013, 7:04 AM
    • While Rue21 (RUE) shareholders approved the buyout by Apax Partners by a wide margin, it's the P-E firm itself which might be the one with second thoughts.
    • During its last quarter, the retailer saw same-store sales decline 5.9% and profits crumble.
    • Halper Capital Management estimates Rue21 is worth only half what Apax paid for it.
    • The potential retail buyout bomb could have some bearing on how Sycamore Partners handles its investment in Aeropostale (ARO).
    | Sep. 20, 2013, 7:04 AM
  • Sep. 17, 2013, 12:46 PM
    | Sep. 17, 2013, 12:46 PM | 1 Comment
  • Sep. 17, 2013, 9:16 AM
    | Sep. 17, 2013, 9:16 AM
  • Sep. 17, 2013, 8:33 AM
    • A sizable bet by Sycamore Partners in struggling teen retailer Aeropostale (ARO) could be enough to give the beat-up sector a second look by investors.
    • The activist investor group isn't expected to be the quiet-type at Aeropostale.
    • On watch: AEO, ZUMZ, ANF, BKE, TLYS.
    • ARO +14.4% premarket to $9.83.
    | Sep. 17, 2013, 8:33 AM
  • Sep. 17, 2013, 8:27 AM
    • Sycamore Partners discloses holding a 7.96% position in Aeropostale (ARO) after not holding any shares in the retailer at the end of Q2.
    • SEC Form 13D
    • ARO +12.7% premarket.
    | Sep. 17, 2013, 8:27 AM
  • Sep. 16, 2013, 7:59 AM
    • U.S. retail is in for a challenging holiday season, according to Walter Loeb.
    • He sees the buildup of unsold inventory and new arrivals pressuring apparel sellers to become more promotional in order to clear their shelves.
    • The very early timing of Chanukah could cut typical late quarter buying momentum.
    • A seismic shift in the preferences of teens to save for electronic gadgets, instead of creating buzz over trendy fashion lines, is also working against the sector.
    • Related stocks: AEO, ANF, LTD, GPS, TLYS, BKE, URBN, GES, ARO, APP.
    | Sep. 16, 2013, 7:59 AM
  • Sep. 13, 2013, 10:55 AM
    • Aeropostale (ARO +3%) pops after Patrick McCormack's Tiger Consumer Management discloses an 8.2% stake in company, nearly double what the fund held as of the end of Q2.
    • SEC form 13G.
    | Sep. 13, 2013, 10:55 AM
  • Sep. 8, 2013, 10:12 AM
    • Economists forecast retail sales rose 0.4% in August which will mark a slight acceleration from July's pace, although they note auto sales likely accounted for a good portion of the month's momentum.
    • The early read on September for U.S. retailers is that a continuation of weak mall traffic and a heightened promotional stance is occurring.
    • By sector, retailers with a mix of healthcare products (WAG, COST) or sitting in the sweet spot where consumer "trade down" (TJX, ROST, SIG) to their products are holding up better than many apparel sellers (AEO, ARO, LTD, GPS, M, KSS).
    • Related ETFs: XRT, RTH, PMR, RETL.
    | Sep. 8, 2013, 10:12 AM
  • Sep. 6, 2013, 7:28 AM
    • Analysts don't think the challenges facing apparel retailers in the U.S. will go away anytime soon.
    • Pent-up demand in the housing and auto sector has crowded out consumer spending on clothes to push the sector into a highly-promotional stance heading into the Back to School and holiday seasons.
    • While retailers selling appliances (CONN, HD, LOW) are forecast to benefit from the trend, mall-based chains (KSS, BKE, ANF, WTSL, ZUMZ, GPS, URBN, GES, PSUN, ARO, EXPR, AEO, JCP, M, DDS) are on watch.
    | Sep. 6, 2013, 7:28 AM
  • Aug. 26, 2013, 3:43 PM
    • Aeropostale (ARO -0.3%) gets a rare upgrade after analysts blasted the stock Friday following the company's dismal Q2 report.
    • Brean's Eric Beder moves ARO to Neutral from Sell, saying enough is enough after a 40% decline since the beginning of May.
    • Beder sees little utility in remaining negative on the shares and believes "the stock will now be range bound (at best) until the Holiday season."
    | Aug. 26, 2013, 3:43 PM
  • Aug. 26, 2013, 10:46 AM
    | Aug. 26, 2013, 10:46 AM
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