Urban Outfitters(URBN)
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Urban Outfitters: Nuuly - URBN's Profit Flywheel; Strong Buy
Seeking Alpha· 2025-05-07 13:46
Group 1 - Urban Outfitters, Inc. (NASDAQ: URBN) is initiated with a Strong Buy rating and a price target of $74.22, indicating a positive outlook for the company [1] - The company operates a diversified portfolio of lifestyle retail and wholesale brands targeting young adults and women, showcasing its broad market appeal [1] - Moretus Research emphasizes a structured approach to equity research, focusing on identifying companies with durable business models and mispriced cash flow potential [1] Group 2 - The research methodology combines rigorous fundamental analysis with a judgment-driven process, aiming to filter out noise and overly complex forecasting [1] - Valuation practices are based on sector-relevant multiples tailored to each company's business model, emphasizing comparability and simplicity [1] - Moretus Research aims to highlight underappreciated companies undergoing structural changes or temporary dislocations, which can lead to asymmetric returns [1]
URBN or DECK: Which Apparel & Shoes Stock Should You Bet On?
ZACKS· 2025-04-24 15:30
Core Viewpoint - Urban Outfitters (URBN) and Deckers Outdoor Corporation (DECK) are competing in the Retail - Apparel and Shoes industry, each with distinct strategies and brand portfolios, facing similar challenges such as weather-related sales volatility and changing consumer preferences [1][2]. Urban Outfitters (URBN) - URBN has shown consistent performance across its diverse brand portfolio, including Anthropologie and Free People, with effective inventory management and merchandising strategies leading to higher margins [3]. - The Comparable Retail segment reported net sales growth of 8.3% for Anthropologie and 8% for Free People in the fourth quarter of fiscal 2025 [4]. - The Wholesale segment experienced strong growth, particularly driven by Free People's full-price selling strategy, while the Nuuly rental platform saw a 78.4% increase in net sales, achieving $13 million in operating profit for its first full year [5]. - URBN plans to open 58 new stores in fiscal 2026, focusing on high-productivity locations and aiming to expand FP Movement to 300 stores across North America [6]. - For fiscal 2026, URBN anticipates mid-single-digit sales growth, with positive retail comps expected at Free People and Anthropologie [7]. - Nuuly is projected to achieve double-digit revenue growth, supported by increasing subscriber numbers [8]. Deckers Outdoor Corporation (DECK) - DECK is experiencing growth through its UGG and HOKA brands, with UGG leading in the premium lifestyle footwear market and HOKA growing in the high-performance segment [9]. - DECK expects a 15% year-over-year increase in fiscal 2025 net sales to $4.9 billion, with HOKA projected to grow by 24% and UGG by 10% [10]. - The company is focusing on innovation, with new product releases for HOKA and diversification of UGG's offerings beyond winter footwear [11]. - International expansion is a key strategy for DECK, particularly in high-potential markets like China [12]. - The direct-to-consumer segment has seen significant growth, supported by strong digital performance and an expanding retail presence [13]. - DECK faces near-term challenges, including inventory constraints and rising costs, which may impact fiscal performance [14]. Comparative Analysis - The Zacks Consensus Estimate indicates URBN's fiscal 2026 sales and EPS growth of 6.6% and 14.5%, respectively, while DECK's fiscal 2025 estimates suggest 15.4% sales growth and 21% EPS growth [15][16]. - Stock performance has diverged, with DECK shares declining 36.6% over the past six months, while URBN shares have increased by 42.8% [17]. - Valuation metrics show URBN's forward P/E at 10.61X, below its three-year median, while DECK's forward P/E is at 16.23X, also below its median [18]. - URBN is viewed as a more attractive investment opportunity due to its diversified growth strategies and favorable valuation compared to DECK, which is currently facing operational pressures [22][23].
Why Urban Outfitters (URBN) is a Top Growth Stock for the Long-Term
ZACKS· 2025-04-23 14:45
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Developed alongsid ...
URBN Jumps 37% in 6 Months: Locks in Gains or Hold the Stock?
ZACKS· 2025-04-21 15:45
Shares of Urban Outfitters Inc. (URBN) have risen 37.2% in the past six months against the Retail-Apparel and Shoes industry’s decline of 19.7%. Thanks to the strategic initiatives and operational efficiencies, Urban Outfitters has also outpaced the broader Retail-Wholesale sector and the S&P 500 index’s respective decline of 3.7% and 9.3% in the same period.URBN’s Past 6 Months’ Performance Image Source: Zacks Investment Research This growth is driven by the company’s strong Retail segment, improved mercha ...
Is Urban Outfitters (URBN) a Great Value Stock Right Now?
ZACKS· 2025-04-21 14:45
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they beli ...
Urban Outfitters (URBN) Soars 16.7%: Is Further Upside Left in the Stock?
ZACKS· 2025-04-10 13:45
Urban Outfitters (URBN) shares ended the last trading session 16.7% higher at $50.45. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20.3% loss over the past four weeks.U.S. stocks staged their biggest rally yesterday, after President Donald Trump announced a 90-day pause on reciprocal tariffs for all nations except China. Urban Outfitters presents a compelling case for investors due to a strong brand portfolio, s ...
3 Reasons Growth Investors Will Love Urban Outfitters (URBN)
ZACKS· 2025-04-09 17:45
Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, and Urban Outfitters (URBN) is highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Earnings Growth - Urban Outfitters has a historical EPS growth rate of 75.4%, with projected EPS growth of 14.5% for the current year, surpassing the industry average of 13.6% [5][4]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 22%, significantly higher than the industry average of -3.2%. Its annualized cash flow growth rate over the past 3-5 years stands at 9.1%, compared to the industry average of 4.4% [6][7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Urban Outfitters, with the Zacks Consensus Estimate for the current year increasing by 2.3% over the past month [8]. Overall Assessment - Urban Outfitters has achieved a Growth Score of A and a Zacks Rank of 2, indicating its potential as an outperformer and a solid choice for growth investors [10].
URBN Gains 27% in the Past Six Months: Right Time to Invest in the Stock?
ZACKS· 2025-04-07 17:15
Shares of Urban Outfitters Inc. (URBN) have gained 26.9% in the past six months against the Retail-Apparel and Shoes industry’s decline of 23%. The company is well-positioned for growth, supported by its solid Retail segment, enhanced merchandising strategies and ongoing store rationalization efforts.Urban Outfitters’ strategic initiative and operational efficiencies have helped it to outperform the Retail-Wholesale sector and the S&P 500 index’s respective decline of 5.7% and 11.4% in the same period. Shar ...
Urban Outfitters(URBN) - 2025 Q4 - Annual Report
2025-04-01 20:10
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File No. 000-22754 URBAN OUTFITTERS, INC. (Exact Name of Registrant as Specified in Its Charter) Pennsylvania 23-2003332 (State or Other Jurisdictio ...
Here is Why Growth Investors Should Buy Urban Outfitters (URBN) Now
ZACKS· 2025-03-24 17:46
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Gro ...