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 ...

Urban Outfitters Inc (NASDAQ:URBN) stock is down 12.9% at $36.13 at last glance, despite the retailer's better-than-expected second-quarter earnings and revenue, after disappointing comparable sales numbers. To follow, Telsey Advisory downgraded the stock to "market perform" from "outperform." This is notable considering the majority of analysts are already bearish, with 10 of the 12 in coverage now carrying a "neutral" rating. Today's bear gasp has Urban Outfitters stock trading at its lowest levels since ...

Urban Outfitters, Inc. (URBN) reported impressive results for second-quarter fiscal 2025, wherein the bottom and top lines surpassed the Zacks Consensus Estimate. Also, both metrics improved from the prior-year quarter. The company is focusing on several strategic initiatives to drive growth, including expanding product offerings within its strong-performing brands, Anthropologie and Free People, by introducing new lifestyle concepts like activewear and loungewear. It is also revitalizing the Urban Outfitte ...

For the quarter ended July 2024, Urban Outfitters (URBN) reported revenue of $1.35 billion, up 6.3% over the same period last year. EPS came in at $1.24, compared to $1.10 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.34 billion, representing a surprise of +1.03%. The company delivered an EPS surprise of +26.53%, with the consensus EPS estimate being $0.98. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...