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.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Urban Outfitters (URBN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Urban Outfitters (URBN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Urban Outfitters (URBN) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Urban Outfitters (URBN) possesses solid growth attributes, which could help it handily outperform the market.
Here is how Urban Outfitters (URBN) and Red Robin (RRGB) have performed compared to their sector so far this year.