Meta Pushes AI Checkout as Aerie Carries AEO
Thursday, September 10, 2026 · 8 min

Meta’s Muse pushes social shopping from discovery into checkout, while AEO’s back-to-school read shows Aerie carrying momentum as American Eagle keeps rebalancing denim. The connective tissue is conversion: AI agents, fit tools and styling tech are chasing fewer abandoned carts.
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Meta’s Muse pushes social shopping from discovery into checkout, while AEO’s back-to-school read shows Aerie carrying momentum as American Eagle keeps rebalancing denim. The connective tissue is conversion: AI agents, fit tools and styling tech are chasing fewer abandoned carts.
In this episode
- Aerie soars in back-to-school sales, while American Eagle works to ‘balance’ denim — Modern Retail
As the back-to-school season dies down, Aerie is continuing its hot streak. Meanwhile, American Eagle is still dealing with sales slumps as it works to reposition its denim business. On an earnings call on Wednesday, AEO Inc. CEO Jay Schottenstein said that the second quarter “represented another important step forward for AEO.” “We built on the strength of our portfolio, making progress at…
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