--- title: "Sydney Sweeney, Travis Kelce Collabs Net American Eagle 700,000 New Customers But It Braces For $70 Million Hit From Trump's Tariffs" type: "News" locale: "en" url: "https://longbridge.com/en/news/255905259.md" description: "American Eagle Outfitters (AEO) reported a surge in customer growth, gaining 700,000 new customers from campaigns featuring Sydney Sweeney and Travis Kelce, resulting in record Q2 earnings of $1.28 billion. However, the retailer anticipates a $70 million impact from tariffs in the second half of the year, with $20 million expected in Q3 and $40-50 million in Q4. Despite the challenges, AEO plans to close 35-40 stores while expanding its Aerie brand. AEO's stock rose 0.81% on Wednesday, but has fallen 20.49% year-to-date." datetime: "2025-09-04T07:36:53.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/255905259.md) - [en](https://longbridge.com/en/news/255905259.md) - [zh-HK](https://longbridge.com/zh-HK/news/255905259.md) --- # Sydney Sweeney, Travis Kelce Collabs Net American Eagle 700,000 New Customers But It Braces For $70 Million Hit From Trump's Tariffs **American Eagle Outfitters Inc.** (NYSE:AEO) is riding a massive wave of success from celebrity marketing campaigns featuring actress **Sydney Sweeney** and NFL star **Travis Kelce**, which attracted over 700,000 new customers in the second quarter. However, the company is tempering its outlook as it prepares for an estimated $70 million impact from tariffs in the second half of the year, it announced in its second quarter earnings call on Wednesday. Check out AEO’s stock price over here. ## **Sydney Sweeney And Travis Kelce Collabs Boost Sales** The high-profile collaborations have been an unqualified success, generating what executives called a “staggering 40 billion impressions” and creating a significant sales lift. The campaigns fueled positive store traffic in August and led to a record-breaking Labor Day weekend. Certain items, like a signature pair of jeans worn by Sweeney, sold out within a week. "Sydney Sweeney sells great jeans. She is a winner,” said American Eagle’s Chief Marketing Officer, **Craig Brahmers**. “In just six weeks, the campaign has generated unprecedented new customer acquisition." ## **Tariffs Headwinds Still Cloud AEO’s Outlook** Despite this momentum, AEO faces significant financial headwinds. Chief Financial Officer **Michael Mathias** outlined a projected tariff impact of approximately $20 million in the third quarter and another $40 million to $50 million in the fourth quarter. He revealed the company’s supply chain adjustments and vendor negotiations have been critical, successfully reducing the potential financial damage from a much larger figure. "Our unmitigated number was closer to $180 million, compared to the $70 million we are guiding to," Mathias stated, highlighting the company's proactive cost-management strategy. **See Also: American Eagle Stock Soars On Better-Than-Expected Q2 Results, ‘Positive Start’ To Fall Season** ## **American Eagle Outfitters Q2 Earnings Snapshot** The second-quarter revenue of $1.28 billion beat analyst estimates of $1.24 billion. Its earnings of 45 cents per share beat estimates of 20 cents per share. American Eagle said it expects comparable sales growth in the low single-digit range for both the third and fourth quarters. Looking ahead, AEO is strategically rebalancing its physical retail footprint, planning to close 35 to 40 American Eagle locations by year-end while continuing to open new stores for its high-growth Aerie brand. ## **Price Action** The stock rose 0.81% on Wednesday and surged 24.74% in after-hours trading. It has fallen 20.49% year-to-date and 32.47% over a year. **Benzinga’s Edge Stock Rankings** indicate that AEO maintains a stronger price trend in the short and medium terms but a weak trend in the long term. However, the stock scores well on growth rankings. Additional performance details are available here. The **SPDR S&P 500 ETF Trust** (NYSE:SPY) and **Invesco QQQ Trust ETF** (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, rose on Wednesday. The SPY was up 0.54% at $643.74, while the QQQ advanced 0.79% to $570.07, according to Benzinga Pro data. On Thursday, the futures of the S&P 500, Dow Jones, and Nasdaq 100 indices were trading in a mixed manner. **Read Next:** - **Dollar Tree CEO Sees Trump’s Tariffs As One Of The ‘Largest Challenges,’ Implements ‘Five Levers’ Strategy To Deflect Impact** _**Disclaimer**: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors._ _Photo courtesy: tinseltown/shutterstock_ ### Related Stocks - [AEO.US](https://longbridge.com/en/quote/AEO.US.md) ## Related News & Research - [Inside American Eagle’s latest bet on Sydney Sweeney for its summer campaign](https://longbridge.com/en/news/283030050.md) - [The Michael Saylor Trade: Sell A Kidney, Keep Bitcoin — With One Caveat](https://longbridge.com/en/news/285404789.md) - [What's Going On With Oklo Stock Today?](https://longbridge.com/en/news/285409314.md) - [Qualcomm Stock's Momentum Score Surges Amid AI Optimism And Data Center Growth Plans](https://longbridge.com/en/news/285357301.md) - [The latest sign of Sandisk's ascent: It's now bigger than Western Digital, which spun it off](https://longbridge.com/en/news/285267162.md)