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
7 questions for URBN
Dana Telsey
Telsey Advisory Group
7 questions for URBN
Janet Kloppenburg
JJK Research
7 questions for URBN
Mark Altschwager
Robert W. Baird & Co.
7 questions for URBN
Marni Shapiro
The Retail Tracker
7 questions for URBN
Paul Lejuez
Citigroup
7 questions for URBN
Adrienne Yih-Tennant
Barclays
6 questions for URBN
Matthew Boss
JPMorgan Chase & Co.
6 questions for URBN
Irwin Boruchow
Wells Fargo Securities
4 questions for URBN
Lorraine Maikis
Bank of America
4 questions for URBN
Jay Sole
UBS
3 questions for URBN
Lorraine Hutchinson
Bank of America
3 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.
- 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.
- Urban Outfitters, Inc. announced that total Company net sales increased by 9% for the two months and 11% for the eleven months ended December 31, 2025, compared to the prior year periods.
- Retail segment comparable net sales grew 5% for the two months and 6% for the eleven months ended December 31, 2025, driven by mid single-digit positive growth in both digital channel sales and retail store sales.
- The Subscription segment's net sales increased significantly by 43% for the two months and 51% for the eleven months ended December 31, 2025, primarily due to a rise in average active subscribers.
- During the eleven months ended December 31, 2025, the Company expanded its retail footprint by opening 58 new retail locations while closing 7.
- Urban Outfitters, Inc. (URBN) announced record net income of $116.4 million and earnings per diluted share of $1.28 for the three months ended October 31, 2025, with total company net sales increasing 12.3% to a record $1.53 billion.
- The company experienced strong sales growth across all segments, with comparable Retail segment net sales increasing 8.0%, driven by 12.5% at Urban Outfitters, 7.6% at Anthropologie, and 4.1% at Free People. Subscription segment net sales surged 48.7%, and Wholesale segment net sales grew 7.6%.
- Gross profit dollars increased 13.3% to $563.3 million for the three months ended October 31, 2025, with the gross profit rate improving by 31 basis points. However, selling, general and administrative expenses increased 13.7% and deleveraged 32 basis points as a percentage of net sales for the quarter.
- As of October 31, 2025, total inventory increased 5.9% compared to the prior year. During the nine months ended October 31, 2025, URBN repurchased 3.3 million shares for approximately $152 million.
- Urban Outfitters reported record third-quarter sales of $1.53 billion, marking a 12.3% year-over-year increase, with net income of $116.4 million and $1.28 per share.
- This growth was fueled by a 9.6% rise in retail sales and substantial gains in its subscription segment, which saw sales increase by 48.7%.
- The company maintained a 9.4% operating margin for the third quarter and has surpassed consensus earnings per share estimates for four consecutive quarters.
- Management expressed confidence in consistent long-term growth and anticipates revenue growth around 7% over the next year, while also expanding its international footprint with a new flagship store in Valencia, Spain.
- Urban Outfitters (URBN) reported record third-quarter fiscal 2026 results, with total revenues growing by 12% to $1.5 billion and net income increasing by 13% to $116 million, or $1.28 per diluted share.
- All brands achieved positive comparable sales across all geographies, with the retail segment comp increasing by 8%. The Anthropologie Group marked its 19th consecutive quarter of positive comparable sales with an 8% increase.
- Nuuly delivered exceptional growth, with revenue up 49% and average active subscribers increasing by over 40% to just under 400,000.
- For the fourth quarter, the company anticipates total sales to grow in the high single digits, with retail segment comparable sales expected to be mid-single digit positive.
- Despite tariff headwinds, which negatively impacted Q3 gross margin by approximately 60 basis points, URBN expects full-year gross profit margins to increase by approximately 100 basis points.
- URBN reported a 12.3% increase in net sales, reaching a record $1.53 billion for the third quarter ended October 31, 2025, with net income at a record $116 million and diluted earnings per share of $1.28.
- Gross profit dollars increased by 13% to $563 million, with the gross profit rate improving to 36.8%.
- Operating income dollars rose by 12% to $144 million, maintaining an operating income rate of 9.4%.
- The Subscription segment's sales significantly increased by 49% to $145 million, primarily driven by a 42% increase in average active subscribers.
Quarterly earnings call transcripts for URBAN OUTFITTERS.
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