Core Insights - Urban Outfitters Inc. (URBN) is strategically positioned for growth through its multi-brand portfolio, effective inventory management, and disciplined financial strategies [1] - The company has shown resilience and adaptability in a challenging retail landscape, with strong performances across its Retail, Wholesale, and subscription-based segments [1] Financial Performance - In Q2 of fiscal 2025, URBN reported a 6.3% year-over-year increase in total sales, reaching $1.35 billion [2] - The Retail segment saw a 2% increase in comparable sales, driven by strong performances from Anthropologie and Free People [2] - The Wholesale segment experienced a significant 15.1% revenue increase, highlighting URBN's commitment to full-price sales [2] Brand Performance - Free People's FP Movement initiative achieved a 10.2% year-over-year growth in global sales, with comparable Retail segment net sales increasing 7.1% [3] - Wholesale revenues at Free People surged 17.5%, while URBN's subscription service Nuuly reported a 62.6% revenue increase, supported by a 55% rise in subscribers [3] - The Anthropologie Group marked its 14th consecutive quarter of growth, with net sales increasing 7.4% [3] Strategic Initiatives - Urban Outfitters plans to open 57 new stores while closing approximately 25, focusing on key brands like Free People and Anthropologie [3] - Effective inventory and expense management were crucial, with streamlined inventory enhancing margins and reducing markdowns [4] Financial Position - As of July 31, 2024, URBN had $209.1 million in cash and $352.4 million in marketable securities, positioning the company well for sustained growth [4] Valuation Metrics - URBN's share price increased by 10.7% over the past year, which is below the industry average of 34.1%, indicating potential undervaluation [5] - The forward 12-month price-to-sales ratio stands at 0.60, below its five-year median of 0.61 and significantly lower than the industry average of 1.11 [6] - URBN has a strong Value Score of A, suggesting potential for significant returns as the company leverages its strategic initiatives [6] Conclusion - URBN is well-positioned for future success, driven by innovative brand strategies and disciplined financial practices, showcasing impressive growth across various segments [8] - The company is poised to maintain its competitive edge and enhance shareholder value as it continues to execute its expansion plans [8]

Urban Outfitters Inc. (URBN) is currently trading at a notably low price-to-earnings (P/E) multiple, which is below the Zacks Retail-Apparel and Shoes industry and broader Retail-Wholesale averages. URBN's forward 12-month P/E ratio is 9.63, lower than the industry average of 13.88 and the sector average of 23.63. This stock is undervalued compared with its industry peers, thereby offering compelling value to investors looking for exposure to the retail apparel sector. Furthermore, URBN's Value Score of A u ...

It has been about a month since the last earnings report for Urban Outfitters (URBN) . Shares have added about 0% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Urban Outfitters due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Urban Outfitters Q2 Earnings Top Est ...

Urban Outfitters URBN is a mid-cap firm in the consumer discretionary sector. In 2024, the company's shares vastly outperformed their sector, with a total return of over 16% before its recent earnings. The SPDR Consumer Discretionary Select Sector Fund XLY has returned just under 5%. The company reported fiscal Q2 2025 earnings on Aug 21. I'll provide some background on the firm's operations and then review its earnings report and conference call. I'll close with some outlook of the company. Urban Outfitter ...

CORTE MADERA, CALIFORNIA - AUGUST 09: A sign is posted on the exterior of an Urban Outfitters store ... [+] on August 09, 2024 in Corte Madera, California. (Photo by Justin Sullivan/Getty Images) Getty Images Note: Urban Outfitters' FY'24 ended in January 2024. Urban Outfitters (NASDAQ: URBN), a lifestyle retailer focusing on young adults and teenagers, fell 9.6% on 22nd August, as compared to a 0.9% increase in the S&P 500 index. In comparison, URBN's peer American Eagle Outfitters (NYSE: AEO) stock was do ...

Core Viewpoint - Urban Outfitters reported soft comparable sales in Q2, leading to a 10% decline in stock price, despite overall sales growth of 6.3% to $1,352 million, which beat Wall Street estimates by $13.5 million [1][2] Financial Performance - Comparable sales growth was 2%, trailing estimates by 1 percentage point [2] - Urban Outfitters brand sales declined by 8.6% year-on-year to $316.7 million, while Anthropologie and Free People brands showed growth of 7.4% to $569.1 million and 10.2% to $365.1 million respectively [2][3] - Nuuly's sales grew by 62.6% year-on-year to $90.6 million, contributing to a record operating income of $5.3 million at a 5.9% margin [5] Margins and Costs - EPS for Q2 was $1.24, up $0.14 year-on-year, beating estimates by $0.24 [3] - Gross margin expanded by 68 basis points, while operating margin increased by 36 basis points to 10.7%, indicating healthy momentum from other brands despite Urban Outfitters brand weakness [3][9] Market Outlook - Urban Outfitters anticipates a slowdown in Q3 sales due to macroeconomic factors, with growth expected in the low single-digit range compared to 3.1% in Q2 [4] - All Wall Street analysts have revised Q3 expectations downwards, contributing to stock decline [4] Strategic Initiatives - The company is focusing on improving Urban Outfitters brand perception and customer base with a more focused leadership team [3] - Nuuly's growth is seen as a significant positive factor for Urban Outfitters' long-term investment case, with the global subscription box market expected to grow at a 14% CAGR from 2024 to 2032 [5][9] Valuation - The fair value estimate for Urban Outfitters is now $39.41, reflecting a more balanced valuation after share repurchases and improved cash position [7] - The weighted average cost of capital (WACC) has decreased to 10.32% from 11.38% [8]

Urban Outfitters, Inc. URBN reported better-than-expected second-quarter financial results on Wednesday. Urban Outititers lnc has a consensus price target of $39.41 based on the ratings of f analysts. The his 650 issued by Balfd on War 29, 2024. The low is $23 issued by B. Rie Urban Outfitters reported quarterly earnings of $1.24 per share, which beat the analyst consensus estimate of $1.01 by 22.77%. The company announced record quarterly sales of $1.35 billion, which beat the analyst consensus estimate an ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Keybanc analyst Jackson Ader downgraded the rating for Sprout Social, Inc. SPT from Sector Weight to Underweight and announced a price target of $28. Sprout Social shares fell 0.2% to close at $33.92 on Wednesday. See how other analysts view this stock. Telsey Advisory Group analyst Dana Telsey downgraded Urban Outfitter ...

Key Takeaways Urban Outfitters shares sank Thursday, a day after the retailer's second-quarter earnings surpassed analysts' consensus estimates. Executives said in Wednesday's earnings call that sales trends slowed at the end of the quarter and into early August. The president of the Urban Outfitters brand in North America added the retailer is shifting its advertising and product plans to attract younger customers. Shares of Urban Outfitters (URBN) tumbled Thursday to their lowest point since January as ma ...

Weak sales at Urban Ouftitters are a concern. Debt and weak free cash flow are even more of a concern. Urban Outfitters (URBN -10.66%) stock tumbled 10% through 10:10 a.m. ET Thursday morning, despite the company beating analyst forecasts for second-quarter sales and earnings last night. Heading into the results, analysts forecast the teen retailer would earn $1 per share on sales of $1.34 billion. In fact, profits were a superb $1.24 per share, and sales edged out the consensus estimate at $1.35 billion. S ...