Urban Outfitters, Inc. delivered record Q4 revenue of $1.80B, up 9.8% year-over-year, with strong comps and margin expansion. Comparable sales rose 5.5% overall, with notable gains across Urban Outfitters, Free People, and Anthropologie brands, and a 42.6% surge in subscription segment sales. Adjusted EPS climbed to $1.43 in Q4 and $5.44 for the year, up 35%, reflecting robust operating leverage and lower markdowns.
Urban Outfitters posts 37% y/y EPS jump and 10% sales growth in Q4'26, with Nuuly up 42% and margins expanding ahead of FY27.
The headline numbers for Urban Outfitters (URBN) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Shares of Urban Outfitters were up after hours on Wednesday, after the clothing retailer reported fourth-quarter results that beat estimates, helped by a turnaround at its namesake stores.
The retailer's Nuuly clothing-rental service also saw big gains in subscribers.
The retailer's Nuuly clothing-rental service also saw big gains in subscribers.
Evaluate the expected performance of Urban Outfitters (URBN) for the quarter ended January 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Urban Outfitters (URBN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Urban Outfitters is rated Buy, supported by strong financials, a debt-free balance sheet, and robust cash flow despite near-term headwinds. URBN reported record revenue, strong comparable sales, and a record holiday season recently, with notable growth across all brands and their Nuuly subscription service. Significant CAPEX growth and aggressive buybacks reflect confidence in continued growth, while conservative DCF analysis yields an intrinsic value above the current share price.
Urban Outfitters shares sink 12% after holiday sales rise 9%, as solid Retail, Subscription and Wholesale gains fail to meet expectations.
Investors interested in Retail - Apparel and Shoes stocks are likely familiar with Urban Outfitters (URBN) and Industria de Diseno Textil SA (IDEXY). But which of these two stocks is more attractive to value investors?
Urban Outfitters (URBN) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, URBN crossed above the 20-day moving average, suggesting a short-term bullish trend.