Investors with an interest in Retail - Apparel and Shoes stocks have likely encountered both Urban Outfitters (URBN) and Industria de Diseno Textil SA (IDEXY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estim ...

NEW YORK, NEW YORK - NOVEMBER 29: A person walks past an Urban Outfitters sale advertisements on ... [+] November 29, 2024 in New York City. Black Friday sales will give economists a glimpse into consumers' holiday shopping mood. (Photo by David Dee Delgado/Getty Images)Getty ImagesNote: Urban Outfitters’ FY’24 ended in January 2024.Urban Outfitters (NASDAQ: URBN), a lifestyle retailer focusing on young adults and teenagers, grew 27% in the last five days (as of 29th November), as compared to a mere 1.5% in ...

Following my coverage on Urban Outfitters, Inc. (NASDAQ: URBN ) in Sep ’24, which I recommended a hold rating as the business is facing slowing growth and has potential for margin to contract further, this post isI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn ...

Shares of Urban Outfitters (NASDAQ: URBN ) have been a moderate performer over the past year, gaining 38%, a solid total return but behind the market's 32% gain. Shares are still about 3% below their 52-week high, given uncertainty about consumer spending. However, in what has been a mixed Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stoc ...

Financial Data and Key Metrics - Total URBN sales grew by 6% to a Q3 record of $1.4 billion [12] - Gross profit dollars increased by 9% to $497 million, with the gross profit rate improving by 105 basis points to 36.5% [14] - Operating income rose by 18% to $129 million, with an operating profit rate of 9.4% [19] - Net income increased by 24% to $103 million, or $1.10 per diluted share [19] - SG&A expenses increased by 7%, slightly outpacing sales growth [18] Business Line Performance - Anthropologie delivered a 6% Retail segment comp and its eighth straight quarter of double-digit operating income growth [20] - Free People Group, including Wholesale, saw total sales increase by 10%, driven by a 5% Retail segment comp and 20% Wholesale segment revenue growth [25] - Urban Outfitters recorded a 9% decline in Retail segment comp, primarily due to weak performance in North America [29] - Nuuly revenue grew by 48% to $97 million, with a 51% increase in average active subscribers [37] Market Performance - Retail segment comp grew by 2%, with Anthropologie and Free People posting mid-single-digit positive comps, offsetting Urban Outfitters' high-single-digit decline [13] - Nuuly's active subscriber base grew by 50% to 297,000, with over 300,000 subscribers reached in November [36] - FP Movement delivered 30% total growth, driven by a 14% Retail segment comp and over 70% Wholesale segment growth [26] Company Strategy and Industry Competition - The company is focused on improving gross margins through higher initial merchandise margins and reduced markdowns [14] - Nuuly is advancing its customer experience, scaling operations, and driving brand awareness to sustain growth [38][49] - FP Movement aims to become a leading fashion-infused female athletic brand globally, with a goal to surpass $1 billion in sales [70] Management Commentary on Operating Environment and Future Outlook - The company observed a return to healthy consumer spending patterns in October, with optimism for the holiday season [32] - Fourth-quarter sales growth is expected to mirror Q3, driven by low-single-digit Retail segment comp growth and strong Nuuly and Wholesale segment performance [33] - The company anticipates a 100 basis point improvement in gross margin for Q4, driven by lower markdowns and higher initial product margins [75] Other Important Information - Capital expenditures for FY'25 are planned at approximately $210 million, with 50% allocated to retail store expansion and support [78] - The company plans to open 58 new stores and close 31 stores during FY'25, with growth focused on FP Movement, Free People, and Anthropologie [79] Q&A Session Summary Question: Changes stabilizing Urban Outfitters and inventory planning for Q4 and spring - Urban Outfitters is focusing on improving regular price performance in key categories like denim, accessories, and home, with inventory managed more disciplinedly [86] Question: Silhouette shift and margin recapture at Urban Outfitters - The company is focused on regaining margin rates first, with top-line sales growth needed to fully return to profitability [91] Question: Fourth-quarter comp store sales and gross margin drivers - The company is optimistic about Q4 comp sales, with gross margin expected to improve by 100 basis points, driven by lower markdowns and higher IMU [93][94] Question: Store growth plans and Nuuly goals for 2025 - Urban Outfitters is evaluating its real estate portfolio to rightsize productivity and profitability, while Nuuly aims for mid-double-digit growth in 2025 [96][98] Question: Free People's discounting activity and sales trends - Free People's markdown rate remains the lowest among the company's brands, with strong reg price performance and quick adjustments to fashion learnings [101][102] Question: FP Movement's sustainable growth rate and margin impact - FP Movement is expected to continue double-digit growth, with the brand contributing significantly to top-line growth and profitability [105] Question: Gross margin opportunities and inventory planning - The company is nearing its goal of a 500 basis point IMU improvement, with inventory planned to align with sales to avoid markdown pressure [108] Question: Anthropologie's non-apparel initiatives - Anthropologie is expanding its accessories and shoe assortments, with Daily Practice showing strong growth potential [114] Question: Urban Outfitters' customer focus and marketing spend - Urban Outfitters is targeting young consumers aged 16-28, with mid-single-digit SG&A growth planned for Q4 [118][119] Question: Nuuly's cash flow and Urban Outfitters' gross margin impact - Nuuly is not yet cash flow positive due to inventory purchases for growth, but cash flow positivity is within sight [122] - Urban Outfitters' gross margin improvement has potential to further benefit the company's overall margin [123]

Urban Outfitters, Inc. URBN reported earnings results for the third quarter on Tuesday.The company said quarterly net sales rose 6.3% to a record $1.36 billion and earnings came in at $1.10 per share.“We are pleased to announce record third quarter sales and earnings, both of which exceeded our expectations. These results were driven by outperformance across all three business segments – Retail, Subscription and Wholesale,” said Richard A. Hayne, Chief Executive Officer. “Additionally, we’re optimistic abou ...

Shares of apparel retailer Urban Outfitters (URBN 16.02%) soared on Wednesday after the company reported financial results for its fiscal third quarter of 2025. As of 11:30 a.m. ET, Urban Outfitters stock was up about 15%.Record results for Urban OutfittersUrban Outfitters had its best third quarter, which ended in October, in its history, with net sales of nearly $1.4 billion and net income of $103 million. That was good for 6% growth on the top line as well as a 24% increase on the bottom line. These numb ...

Group 1 - The article discusses a previous recommendation for Urban Outfitters, Inc. (NASDAQ: URBN) to buy shares in the price range of $37-$39, with a target exit price mentioned [1] - The article highlights the potential for gains in Urban Outfitters, suggesting that investors who missed the initial recommendation can still benefit from the company's performance [1] Group 2 - The article promotes a BLACK FRIDAY deal for Seeking Alpha's premier service, offering a 28% discount for new subscribers [2] - The service includes a money-back guarantee for customer satisfaction, indicating confidence in the value provided [3]

Urban Outfitters, Inc. (NASDAQ: URBN ), the apparel retailer and wholesaler, reported its fiscal Q3 results on the 26 th of November in post-market hours. With especially profitability exceeding Wall Street expectations through improving pricing power, the stock caughtI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced ...

Shares of Urban Outfitters, Inc. (NASDAQ:URBN) are 13.2% higher at $45.85, after the retailer posted better-than-expected results for the third quarter. While its namesake brand struggled, its Anthropologie and Free People brands were the main catalysts for a robust 6.3% increase in net sales, as well as earnings of $1.10 per share on income of $102.91 billion.As a result, Urban Outfitters stock is on track for its best single-day percentage gain since May 2023. The $46 level is keeping a lid on today's gai ...