Earnings summaries and quarterly performance for URBAN OUTFITTERS.
Executive leadership at URBAN OUTFITTERS.
Richard Hayne
Chief Executive Officer
Margaret Hayne
Co-President & Chief Creative Officer
Francis Conforti
Co-President & Chief Operating Officer
Melanie Marein-Efron
Chief Financial Officer
Sheila Harrington
Global Chief Executive Officer, Urban Outfitters Group & Free People Group
Board of directors at URBAN OUTFITTERS.
Research analysts who have asked questions during URBAN OUTFITTERS earnings calls.
Alex Straton
Morgan Stanley
9 questions for URBN
Dana Telsey
Telsey Advisory Group
9 questions for URBN
Mark Altschwager
Robert W. Baird & Co.
9 questions for URBN
Marni Shapiro
The Retail Tracker
9 questions for URBN
Paul Lejuez
Citigroup
9 questions for URBN
Adrienne Yih-Tennant
Barclays
8 questions for URBN
Matthew Boss
JPMorgan Chase & Co.
8 questions for URBN
Janet Kloppenburg
JJK Research
7 questions for URBN
Jay Sole
UBS
5 questions for URBN
Lorraine Hutchinson
Bank of America
5 questions for URBN
Irwin Boruchow
Wells Fargo Securities
4 questions for URBN
Lorraine Maikis
Bank of America
4 questions for URBN
Janet Kloppenburg Joseph
JJK Research Associates
2 questions for URBN
Simeon Siegel
BMO Capital Markets
2 questions for URBN
Matt Boss
JPMorgan Chase & Co.
1 question for URBN
Recent press releases and 8-K filings for URBN.
- URBN reported a 10% increase in total net sales to a record $1.80 billion for the three months ended January 31, 2026, with adjusted diluted earnings per share of $1.43.
- Sales growth was broad-based, with the Retail segment increasing by 8%, the Subscription segment by 43%, and the Wholesale segment by 9%.
- Profitability improved significantly, with gross profit dollars increasing 14% to $599 million and the gross profit rate rising by 101 basis points to 33.3%. Operating income also grew 27% to $159 million, leveraging the operating income rate by 115 basis points to 8.8%.
- As of January 31, 2026, total inventory increased by 13% to $701 million, and the company repurchased $154 million in shares during fiscal year 2026.
- Urban Outfitters, Inc. (URBN) reported record net sales of $1.80 billion for the three months ended January 31, 2026 (Q4 FY26), an increase of 10.1% compared to the prior year. For the full year ended January 31, 2026 (FY26), net sales also reached a record $6.17 billion, up 11.1%.
- For Q4 FY26, the company achieved net income of $96.3 million and diluted earnings per share of $1.05. For FY26, net income was $464.9 million and diluted earnings per share were $5.06.
- The comparable Retail segment net sales increased by 5.5% in Q4 FY26, driven by growth across brands, including 9.6% at Urban Outfitters, 5.2% at Free People, and 3.7% at Anthropologie.
- The Subscription segment (Nuuly) net sales grew significantly by 42.6% in Q4 FY26, primarily due to a 40.3% increase in average active subscribers.
- The gross profit rate increased by 101 basis points in Q4 FY26 and 126 basis points for FY26, primarily due to improved Retail segment markdowns and leverage in store occupancy costs.
- Urban Outfitters (URBN) reported record third quarter fiscal 2026 results, with total revenues growing 12% to $1.5 billion and net income increasing 13% to $116 million or $1.28 per diluted share.
- All brands achieved positive comparable sales across all geographies, contributing to an 8% retail segment comp, while the Nuuly brand's revenue grew 49%.
- For the full fiscal year 2026, the company anticipates a 100 basis point increase in gross profit margins and plans approximately $300 million in capital expenditures.
- Despite an estimated 75 basis point negative impact from tariffs in the fourth quarter, URBN expects total company sales to grow in the high single digits for Q4 fiscal 2026.
- Urban Outfitters reported strong third quarter results, with total sales growing over 12% to a record $1.5 billion and net income increasing 13% to $116 million or $1.28 per diluted share.
- Key growth drivers included an 8% increase in Retail segment comparable sales and 49% revenue growth from Nuuly, which added 118,000 average active subscribers.
- Gross profit increased 13% to $563 million, with the gross profit rate improving by 31 basis points to 36.8%, despite a 60 basis point negative impact from tariffs.
- For the fourth quarter, the company anticipates total sales to grow in the high single digits and expects approximately 100 basis points of gross profit margin improvement for the full fiscal year 2024, projecting record sales and operating profit.
- Strategic investments for FY 2024 include approximately $300 million in capital expenditures, supporting the opening of approximately 69 new stores.
- Urban Outfitters, Inc. (URBN) reported record total Company net sales of $1.80 billion for the three months ended January 31, 2026, an increase of 10.1%, and $6.17 billion for the full year, an increase of 11.1%.
- For the three months ended January 31, 2026, net income was $96.3 million and diluted earnings per share were $1.05, while adjusted net income reached $130.5 million and adjusted diluted earnings per share were $1.43.
- For the year ended January 31, 2026, net income was $464.9 million and diluted earnings per share were $5.06, with adjusted net income of $499.2 million and adjusted diluted earnings per share of $5.44.
- The gross profit rate increased by 101 basis points for the three months ended January 31, 2026, and by 126 basis points for the full year, contributing to record gross profit dollars.
- During the year ended January 31, 2026, the Company repurchased 3.3 million shares for approximately $154 million, with 14.6 million common shares remaining under the share repurchase program as of January 31, 2026.
- Urban Outfitters, Inc. reported a 9% increase in total company net sales for the two months ended December 31, 2025, and an 11% increase for the eleven months ended December 31, 2025, compared to the prior year periods.
- During the two-month holiday selling season, comparable Retail segment net sales grew 5%, with Urban Outfitters brand comparable sales up 9%, Free People up 5%, and Anthropologie up 3%.
- The Subscription segment's net sales significantly increased by 43% for the two months and 51% for the eleven months ended December 31, 2025, driven by a 41% and 46% increase in average active subscribers, respectively.
- Wholesale segment net sales rose 13% for the two-month holiday period and 15% for the eleven months ended December 31, 2025.
- Urban Outfitters (URBN) reported record holiday sales for the period ending December 31st, driven by 9% total sales growth and a 5% retail segment comparable sales increase, with all brands achieving positive comparable sales.
- Urban Outfitters brand led with a +9% retail segment comp, while FP Movement saw an 18% comp and Nuuly delivered 43% sales growth.
- The company anticipates a gross profit margin increase of approximately 25 basis points for the quarter, contributing to an expected full fiscal year 2026 gross profit margin improvement close to 100 basis points.
- The Urban Outfitters brand is projected to approach break-even for fiscal year 2026, and both FP Movement (a mid-teens operating profit business) and Nuuly (building on its first full year of profit) are growing profitably.
- Urban Outfitters (URBN) reported record holiday sales for the period ending December 31st, driven by 9% total sales growth and a 5% retail segment comparable sales increase across all brands and channels.
- The company anticipates its gross profit margin for the quarter to be closer to +25 basis points and expects to achieve the high end of its full fiscal year 2026 guidance, with an improvement of close to 100 basis points.
- FP Movement delivered an 18% comparable sales increase during the holiday period and operates as a mid-teens operating profit business, while Nuuly achieved 43% sales growth and is building on its first full year of profit.
- The Urban Outfitters brand turnaround continues, leading with a +9% retail segment comp and is projected to reach near break-even profitability for fiscal year 2026.
- URBN delivered record holiday sales for the period ending December 31st, driven by 9% total sales growth and a 5% retail segment comp, with all brands achieving positive comparable sales, including Urban Outfitters at +9%, Free People at +5%, and Anthropologie at +3%.
- Nuuly achieved 43% sales growth and FP Movement saw an 18% comp during the holiday period, with both brands growing profitably and expected to continue their strong performance.
- The company anticipates gross profit margin for the quarter to be closer to 25 basis points improvement, aiming for the high end of 50-100 basis points improvement for the full fiscal year 2026, despite tariff headwinds.
- Management noted the consumer is in a good place with strong post-holiday full-price sales, and expects the Urban Outfitters brand to get close to break-even for fiscal year 2026.
- Urban Outfitters reported record holiday sales, with total company net sales increasing 9% for the two months ended December 31, 2025, and 11% year-to-date.
- Comparable retail sales rose mid-single-digits, led by Urban Outfitters (+9%), Free People (+5%), and Anthropologie (+3%), while FP Movement surged roughly 18%.
- Subscription revenue expanded sharply, growing roughly 43–51% due to a 41–46% increase in average active Nuuly subscribers.
- The Wholesale segment's net sales increased 13% year-over-year for the two-month holiday period.
- Analysts are generally bullish, with TipRanks' Spark rating URBN as an Outperform and a recent Buy rating with a $98 target, despite a premarket stock dip.
Quarterly earnings call transcripts for URBAN OUTFITTERS.
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