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Exploring Analyst Estimates for Urban Outfitters (URBN) Q4 Earnings, Beyond Revenue and EPS
ZACKS· 2026-02-24 15:15
Core Insights - Analysts project Urban Outfitters (URBN) will report quarterly earnings of $1.24 per share, a 19.2% increase year over year, with revenues expected to reach $1.79 billion, reflecting a 9.2% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment by covering analysts [1][2] Key Metrics Projections - Analysts estimate 'Net sales by brand - Free People' will reach $445.42 million, an 8.5% increase from the previous year [4] - 'Net sales by brand - Anthropologie' is expected to be $781.65 million, up 5.2% year over year [4] - 'Net sales by brand - Urban Outfitters' is projected at $391.06 million, reflecting an 8.6% increase from the same quarter last year [4] Retail Operations Insights - The combined estimate for 'Net sales - Retail operations' is $1.56 billion, indicating a 7% increase from the prior year [5] - The estimated 'Number of stores - Retail Operations - Free People' is 269, up from 230 year over year [5] - 'Number of stores - Retail Operations - Anthropologie' is projected to reach 252, compared to 239 last year [6] - 'Number of stores - Retail Operations - Urban Outfitters' is expected to be 254, slightly down from 255 in the same quarter last year [6] - Total 'Number of stores - URBN' is estimated at 785, up from 742 year over year [7] Comparable Store Sales - 'Comparable store sales - Retail Operations - YoY change' is expected to be 5.2%, compared to 5.1% reported in the same quarter last year [7] - 'Comparable store sales - Retail Operations - Free People - YoY change' is estimated at 5.0%, down from 8.0% year over year [8] - 'Comparable store sales - Retail Operations - Anthropologie - YoY change' is forecasted at 3.2%, compared to 8.3% in the same quarter last year [8] Stock Performance - Urban Outfitters shares have decreased by 4.4% in the past month, contrasting with a 1% decline in the Zacks S&P 500 composite [10]
GAP INC. LAUNCHES ENCORE, A NEW AND MORE REWARDING LOYALTY EXPERIENCE FOR LOVERS OF FASHION & ENTERTAINMENT
Prnewswire· 2026-02-24 14:15
information about membership tiers, rewards, credit card benefits, and FAQs, visit [Old Navy], [Gap], [Banana Republic] or [Athleta]'s loyalty pages.About Gap Inc. Gap Inc., a purpose driven house of iconic brands, is the largest specialty apparel company in America. Its [Old Navy], [Gap], [Banana Republic], and [Athleta] brands offer clothing, accessories, and lifestyle products for men, women, and children worldwide through company operated and franchise stores and e commerce sites. Since 1969, Gap Inc. h ...
身家过亿!58岁时尚巨头创始人在泰国从17楼坠亡
Xin Lang Cai Jing· 2026-02-24 11:04
#时尚巨头泰国坠亡妻子称与其无关#【身家过亿!58岁时尚巨头创始人在泰国从17楼坠亡】58岁,身家 数十亿,却从泰国酒店17楼一跃而下?这是不是又一起"消失的他"?2月9日,著名快时尚品牌Asos联合 创始人昆汀·格里菲斯,被发现死于芭堤雅一家豪华酒店外。警方初步判定为自杀,房间反锁、无闯入 痕迹。据调查,他正面临着两起诉讼,可能给他带来了压力。其中一起是他的妻子指控他从自己公司窃 取价值50万英镑的股票和土地。这对已分居四年的夫妻,还因孩子抚养权纠缠多年。事发后妻子紧急回 应称与格里菲斯的死绝对无关,当时她身在曼谷,两人已经四年没联系,是格里菲斯先有了别人。 转自:今晚报 (来源:今晚报) ...
Tariff Relief Rally? Why Retail Charts Tell a Mixed Story
Investing· 2026-02-24 06:39
Market Analysis by covering: Nike Inc, Williams-Sonoma Inc, Lululemon Athletica Inc, RH. Read 's Market Analysis on Investing.com ...
How the Tariffs Ruling Impacts Retailers
Youtube· 2026-02-23 21:16
What this means is that we're going to get some relief. We're not getting complete relief from tariffs. So when you think about it, just before Trump over the weekend, on Saturday, I mean, first on Friday, he said he was going to exercise his ability to to enforce Section 122 of the 1974 tariff code.And you can go up to about 15%. So on Friday, he announced 10% immediately or actually it was in three days, and then Saturday said immediately 15%. So really what that means is, is you're going to get about a 2 ...
X @BBC News (World)
BBC News (World)· 2026-02-23 00:42
How budget fast fashion is taking small-town India by storm https://t.co/Tu5IkmQ9he ...
Ross Stores, Inc. (ROST): A Bull Case Theory
Yahoo Finance· 2026-02-22 23:54
We came across a bullish thesis on Ross Stores, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on ROST. Ross Stores, Inc.'s share was trading at $190.74 as of February 6th. ROST’s trailing and forward P/E were 29.80 and 26.81 respectively according to Yahoo Finance. The TJX Companies, Inc. (TJX) Is Offering Great Value & Variety, Says Jim Cramer Pixabay/Public Domain Ross Stores, Inc., together with its subsidiaries, operates off-price retail apparel a ...
H&M香港九龙塘及铜锣湾旗舰店今明两日齐结业
Xin Lang Cai Jing· 2026-02-21 16:13
观点网讯:观点网讯:2月21日,H&M位于香港铜锣湾百德新街Fashion Walk的亚洲最大旗舰店正式停 业。该店总面积约4.7万平方英尺,2015年开业时月租高达1000万港元,曾是品牌亚洲扩张的象征。 另悉,H&M于香港九塘又一城的分店,近日亦贴出结业告示,以及8折清货,将紧接铜锣湾店,于2月 22日结业。 H&M高峰期曾在香港设13间分店,上述2间门店正式关停后,其在香港将仅剩荃湾广场1间门店。 免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。 ...
Stocks to Watch as the Supreme Court Rescinds President Trump's Tariffs
ZACKS· 2026-02-21 02:20
Core Viewpoint - The Supreme Court ruled that President Trump exceeded his authority by imposing global tariffs under the International Emergency Economic Powers Act (IEEPA), which could lead to lower input costs for U.S. companies and reduced trade uncertainty over time [1]. Group 1: Positive Beneficiaries - Apple (AAPL) and Amazon (AMZN) are expected to benefit from the ruling, as Apple has incurred approximately $3 billion in tariffs and has shifted production to reduce exposure to higher tariffs [4]. - The reinstatement of the "de minimis exemption," allowing duty-free imports under $800, will directly benefit Amazon's e-commerce operations [5]. - Apparel retailers like Nike (NKE) and Lululemon (LULU) may also benefit, as they have faced significant supply-chain disruptions due to tariffs and the exemption could help alleviate some of these pressures [7]. - Homebuilders such as Toll Brothers (TOL) and Lennar Corporation (LEN) could see advantages from lower import costs on essential construction materials, which have been a burden due to high material costs [8]. Group 2: Sector-Specific Impacts - General Motors (GM) has faced a substantial tariff burden estimated between $6.1 billion and $7.1 billion annually, while Ford (F) has benefited from foreign tariffs on medium- and heavy-duty trucks [6]. - The Producer Price Index (PPI) for construction has reached an all-time high, indicating increased costs for domestic producers, which could be alleviated by lower import costs [9]. Group 3: Market Reactions - The ruling may lead to short-term stock market volatility, particularly affecting sectors that benefited from tariff protections, such as domestic steel and aluminum producers [2][10]. - Investors are likely to monitor the potential impacts of tariff relief on the global economy and the stock market, with certain stocks poised to benefit from these changes [10].
Zacks Initiates Coverage of Lulus With Neutral Recommendation
ZACKS· 2026-02-20 17:11
Core Viewpoint - Zacks Investment Research has initiated coverage of Lulu's Fashion Lounge Holdings, Inc. (LVLU) with a Neutral recommendation, indicating a balanced perspective on the company's growth potential in wholesale and cost improvements against financial and demand challenges [1] Company Overview - Lulus is a digitally native luxury fashion brand targeting Millennial and Gen Z women, recognized for its modern occasionwear and data-driven merchandising approach. Founded in 1996 and based in Chico, CA, the company primarily operates online, utilizing a "test, learn, and reorder" strategy to introduce and scale new styles [2] Wholesale Expansion - A significant aspect of the investment thesis is Lulus' accelerating wholesale expansion, with plans to enter all Nordstrom stores by February 2026, following a 143% year-over-year growth in wholesale revenue in 2025. Management anticipates another year of triple-digit wholesale growth in 2026, supported by expanded partnerships with Dillard's and Urban Outfitters, which help reduce customer acquisition costs [3] Profitability Metrics - Profitability indicators are showing improvement, with gross margin increasing to 42.9% from 42.1% year-over-year for the 39 weeks ending September 28, 2025, despite a 12% revenue decline. This improvement is attributed to better inventory control, reduced discounting, and improved sourcing discipline. General and administrative expenses decreased by 17%, narrowing the adjusted EBITDA loss to $3.8 million from $6.4 million in the previous year. Management has also engaged in share repurchases totaling $1.4 million since May 2024 under a $2.5 million authorization [4] Demand Trends - Demand trends pose challenges, with active customers decreasing from 2.7 million to 2.4 million over the past year, and total orders dropping by 14% in the third quarter of 2025. Although the average order value saw a modest increase, lower order volumes outweighed this benefit. Third-quarter revenues fell by 9% year-over-year, raising concerns about consumer momentum, especially during a period typically benefiting from wedding and event-related demand [6] Market Perspective - The stock has experienced a significant rebound recently, reflecting renewed investor optimism regarding the company's turnaround efforts and wholesale expansion. Despite this rally, the stock continues to trade at a substantial discount on an EV/sales basis compared to its sub-industry and the S&P 500, while maintaining a higher-than-peer price-to-book multiple [7] Investment Case - The investment case presents a balance of opportunities and risks, with accelerating wholesale expansion, improving gross margins, and disciplined cost management on one side, and constrained liquidity, ongoing net losses, and declining customer trends on the other [8]