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What’s Driving the Big Gains at Aerie?

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What’s Driving the Big Gains at Aerie?

Jennifer Foyle, president and executive creative director of Aerie and American Eagle, discusses the formula for growth at Aerie and what's on tap for both brands.

At Aerie, much of the momentum and success has sprung from doing the unexpected — at least according to Jennifer Foyle, president and executive creative director of Aerie as well as American Eagle.

The intimate apparel brand, which includes the Offline by Aerie subbrand for activewear and athleisure, has experienced outsized growth, quarter after quarter. In the second quarter of 2026, revenues rose 25 percent to $535.8 million, with comparable sales surging 19 percent. In the first quarter this year, revenues jumped 33 percent, and comparable sales rose 25 percent.

“We have to innovate everyday. So we’re playing around with new ideas right now,” said Foyle speaking at the Wharton Baker Retailing Center CEO Summit in Manhattan, in conversation with Phil Wahba, senior writer at Fortune.

Last July, Aerie launched an innovative “sleepwear-to-streetwear” concept called Overslept, featuring clothes you can sleep in and run errands in. However, the company was sued by a New York sleepwear firm last month, claiming trademark infringement, according to reports in the media. The merchandise was pulled from the Aerie website though it can still be found in stores at this point.

“We want to round out our assortments. The Aerie girl keeps on crying for more,” Foyle said, describing the motivation for the launch. ” Sleepwear, she said, started “taking hold” last year at Aerie, prompting the Overslept launch.


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