Urban Outfitters Inc (NASDAQ:URBN) stock enjoyed a 13.5% pop after the apparel retailer's most recent earnings report , going on to hit its highest level since August last session.
Urban Outfitters, Inc. (URBN) is upgraded to a buy rating following a strong Q3 2026 performance and a convincing turnaround at the UO banner. URBN's core brands—UO, Anthropologie (AP), and Free People (FP)—all delivered robust comp sales growth, with AP and FP showing structural strength and brand momentum. Despite conservative Q4 guidance, clean inventory and strong full-price sales suggest URBN is well-positioned to beat expectations and sustain earnings growth.
Urban Outfitters aligns with my strategy of rotating into lagging sectors and small/mid-cap value stocks ahead of 2025. URBN has delivered several quarters of accelerating retail comps growth, outperforming struggling retail peers. The company is expanding gross profit despite tariff pressures, demonstrating strong operational execution.
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Urban Outfitters, Inc. (NASDAQ:URBN) reported record third-quarter earnings and revenue on Wednesday, driven by broad-based growth across its brands and a surge in subscription revenue, sending shares up 12.7% in early trading. The lifestyle retailer posted earnings per share of $1.28, beating analysts' estimate of $1.19, while revenue rose 12.3% to a record $1.53 billion, exceeding expectations of $1.48 billion.
Urban Outfitters Inc (NASDAQ:URBN) is the latest retail giant to report strong results , beating top- and bottom-line expectations in the third quarter.
Urban Outfitters jumps nearly 19% as third-quarter results beat expectations and strong fourth-quarter guidance boosts investor confidence.
Urban Outfitters, Inc. ( URBN ) Q3 2026 Earnings Call November 25, 2025 5:00 PM EST Company Participants Oona McCullough - Executive Director of Investor Relations Richard Hayne - Co-Founder, Chairman & CEO Francis Conforti - COO & Co-President Tricia Smith - Global Chief Executive Officer of Anthropologie Group Melanie Marein-Efron - Chief Financial Officer David Hayne - Chief Technology Officer & President of Nuuly Shea Jensen - President of Urban Outfitters Brand of North America Sheila Harrington - Global CEO Urban Outfitters Group & CEO of Free People Group Conference Call Participants Lorraine Maikis - BofA Securities, Research Division Adrienne Yih-Tennant - Barclays Bank PLC, Research Division Matthew Boss - JPMorgan Chase & Co, Research Division Paul Lejuez - Citigroup Inc., Research Division Mark Altschwager - Robert W. Baird & Co. Incorporated, Research Division Alexandra Straton - Morgan Stanley, Research Division Dana Telsey - Telsey Advisory Group LLC Marni Shapiro - The Retail Tracker Janet Kloppenburg - JJK Research Associates, Inc. Jay Sole - UBS Investment Bank, Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to the Urban Outfitters, Inc. Third Quarter Fiscal '26 Earnings Call.
Urban Outfitters delivered strong Q3 results, with revenue up 12% and all core brands showing solid growth, especially international sales. Nuuly, URBN's clothing rental subscription, continues exceptional growth with a 49% sales increase and rising subscriber numbers, enhancing the company's differentiation. URBN maintains a robust balance sheet, generates healthy free cash flow, and has accelerated share buybacks, reflecting disciplined inventory and capital management.
While the top- and bottom-line numbers for Urban Outfitters (URBN) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
The clothing retailer's third-quarter results topped estimates, and management said it picked up a bigger share of the apparel market.
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