Urban Outfitters(URBN)2025-06-04 14:00Financial Data and Key Metrics Changes - For FY 2025, the company achieved an impressive 8% revenue growth, adding nearly $400 million to reach a record of $5.6 billion [14] - Gross profit margin increased by 122 basis points, leading to a 22% rise in operating profit [14] - Earnings per share (EPS) rose by 26% to $4.06, marking FY 2025 as the most profitable year in the company's history [14] - The first quarter of FY 2026 started strong with an 11% revenue growth and a 78% increase in EPS [14] Business Line Data and Key Metrics Changes - Anthropologie and Free People, the two larger brands, continued to grow their revenues and maintain healthy mid-teen operating margins [17] - FB Movement is outpacing its sister brand due to new store openings and strong wholesale demand [17] - Nuuly, the women's apparel rental business, is recognized as a high-growth concept with profitability and scaling potential [17] Market Data and Key Metrics Changes - Urban Outfitters North America showed steady progress with positive comparable sales for the quarter and a significant increase in new full-price customers [17] - In Europe, Urban Outfitters experienced strong comparable sales gains, resulting in increased profitability [18] Company Strategy and Development Direction - The company is focused on attracting new customers, retaining loyal ones, and growing market share across all brands [16] - There is a commitment to monitoring supply chain risks and global uncertainties while aiming for continued revenue growth and margin expansion [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to continue growing revenue and expanding margins for the full year and beyond [19] - Despite broader economic uncertainties, customer demand remains strong, with no signs of a slowdown observed [15] Other Important Information - The company has prepared and issued an annual report on Form 10-K, detailing recent operating results and financial condition [12] Q&A Session Summary Question: Are there any questions from shareholders? - There were no questions from shareholders during the meeting [20]