URBN
Urban Outfitters, Inc.81.73
-0.97-1.17%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Weather hits Anthro stores early Q1
Q&A shed light on early Q1 store softness at Anthropologie from extreme weather, with January comps hitting high single-digits before February storms slowed traffic, yet digital trends held mid-single-digit pace and low single-digit Q1 comps remain planned. Free People accelerated ahead of plan, Urban Outfitters met high single-digit targets despite weather, supporting reiterated high single-digit company sales confidence. Management detailed Urban NA's loss reduction toward low single-digit FY27 margins, dismissed tariff-driven pricing hikes, and noted delivery leverage from AI inventory smarts. No walk-backs; just weather nuance. Investors watch spring receipts and tariff clarity.
Key Stats
Market Cap
7.33BP/E (TTM)
15.48Basic EPS (TTM)
5.28Dividend Yield
0%Recent Filings
8-K
Record Q4 sales, strong growth
Urban Outfitters posted record Q4 sales up 10.1% to $1.80B, with net income at $96.3M but adjusted net income $130.5M after excluding $46M charitable contribution. Full-year sales hit $6.17B, up 11.1%, fueled by 6% comps across retail brands and 50% subscription growth at Nuuly. All segments delivered. Inventory rose 12.8%.
8-K
Record holiday sales up 9%
Urban Outfitters posted record holiday sales, with total company net sales up 9% for the two months ended December 31, 2025, versus prior year. Retail comps rose 5%, fueled by mid single-digit gains in digital and stores; Nuuly subscriptions surged 43% on 41% more active users. Opened 58 stores, closed 7. Sales momentum strong, yet macro risks loom.
10-Q
Q3 FY2026 results
Urban Outfitters posted Q3 FY2026 net sales of $1.53B, up 12.3% y/y, with Retail up 9.6%, Subscription surging 48.7%, and Wholesale edging 7.6% higher; gross margin expanded 0.3 points to 36.8% on fewer markdowns and occupancy leverage. Operating income held steady at 9.4% ($144.3M, +12.1% y/y), diluted EPS rose to $1.28 (+16.4% y/y, reconciles to 91.3M shares). Cash swelled to $307M, FCF hit $120.7M (derived, operating cash less capex); no debt drawn on $350M facility maturing 2027. Shares repurchased aggressively. Store impairments ticked up slightly. Tariffs pressure margins.
8-K
Record Q3 sales, income
10-Q
Q2 FY2026 results
Urban Outfitters posted solid Q2 FY2026 results, with net sales climbing 11.3% year-over-year to $1.50B, fueled by 7.8% Retail growth, a 53.2% surge in Subscription, and 18.1% Wholesale gains; quarter-over-quarter, sales rose from $1.33B in Q1. Gross margin expanded 1.1 points to 37.6%, thanks to fewer markdowns at Urban Outfitters and occupancy leverage, lifting operating income 20.1% to $174.4M (11.6% margin, up from 10.7%) and diluted EPS to $1.58 (up 27.4%, reconciled to 91.2M shares). Year-to-date, sales hit $2.83B (up 11.1%), operating income $302.6M (up 37.7%), and EPS $2.73 (up 44.4%). Cash swelled to $332.2M with $251.0M operating cash flow, minus $107.5M capex for a derived $143.5M free cash flow (up from $65.0M Y/Y); no debt on the $350M facility. Strong across segments, yet tariffs pose a persistent drag on margins.
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