Urban Outfitters, Inc.
- Open
- 74.80
- Day high
- 76.55
- Day low
- 74.26
- Prev close
- 75.42
- Volume
- 48K
- Mkt cap
- $6.4B
- P/E (TTM)
- 14.1
- EPS (TTM)
- $5.29
- P/B
- 2.5
- P/S
- 1.0
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$1.7M over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions mixed (13F)
Urban Outfitters, Inc. (URBN) is a Consumer Cyclical company listed on NASDAQ. The stock is up 6% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4). Drillr has 1 published research article covering URBN.
Urban Outfitters, Inc. (URBN) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
URBN earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 20, 2026 | $1.12 | $1.30 | +16.1% | $1.5B | +1.1% |
| Feb 25, 2026 | $1.24 | $1.43 | +15.3% | $1.8B | +23.9% |
| Nov 25, 2025 | $1.20 | $1.28 | +6.7% | $1.5B | +2.8% |
| Aug 27, 2025 | $1.44 | $1.58 | +9.7% | $1.5B | +1.7% |
| May 21, 2025 | $0.84 | $1.16 | +38.6% | $1.3B | +2.9% |
| Feb 26, 2025 | $0.89 | $1.04 | +16.9% | $1.6B | +0.1% |
| Nov 26, 2024 | $0.86 | $1.10 | +27.9% | $1.4B | +1.7% |
| Aug 21, 2024 | $1.00 | $1.24 | +24.0% | $1.4B | +1.1% |
| May 21, 2024 | $0.52 | $0.69 | +32.7% | $1.2B | +1.5% |
| Feb 27, 2024 | $0.73 | $0.69 | -5.5% | $1.5B | -0.6% |
| Nov 21, 2023 | $0.82 | $0.89 | +8.5% | $1.3B | -12.2% |
| Aug 22, 2023 | $0.89 | $1.10 | +23.6% | $1.3B | +1.9% |
URBN insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 4, 2026 | CHERKEN HARRY S JRdirector | Grant | 2,100 | — |
| Jun 4, 2026 | Maredia Amin N.director | Option | 2,100 | — |
| Jun 4, 2026 | Egan Marydirector | Grant | 2,100 | — |
| Jun 4, 2026 | Mulliken John Champlindirector | Option | 2,100 | — |
| Jun 4, 2026 | Campbell Kotzman Kellydirector | Grant | 2,100 | — |
| Jun 4, 2026 | Morgenfeld Todd Rdirector | Grant | 2,100 | — |
| Jun 4, 2026 | ANTOIAN EDWARD Ndirector | Option | 2,100 | — |
| Jun 4, 2026 | Campbell Kotzman Kellydirector | Option | 2,100 | — |
| Jun 4, 2026 | Maredia Amin N.director | Grant | 2,100 | — |
| Jun 4, 2026 | ANTOIAN EDWARD Ndirector | Grant | 2,100 | — |
| Jun 4, 2026 | MCDONALD WESLEY Sdirector | Option | 2,100 | — |
| Jun 4, 2026 | MCDONALD WESLEY Sdirector | Grant | 2,100 | — |
| Jun 4, 2026 | CHERKEN HARRY S JRdirector | Option | 2,100 | — |
| Jun 4, 2026 | Morgenfeld Todd Rdirector | Option | 2,100 | — |
| Jun 4, 2026 | Egan Marydirector | Option | 2,100 | — |
Source: URBN SEC Form 4 filings, latest Jun 4, 2026. For informational purposes only — not investment advice.
See the full URBN insider & 13F page →Urban Outfitters, Inc. company profile
Overview
Urban Outfitters, Inc. (NASDAQ:URBN) is a specialty retail company founded in 1970 and headquartered in Philadelphia, Pennsylvania. The company went public in 1993 and operates as a multi-brand lifestyle retailer targeting different demographic segments through its portfolio of distinct brands. Urban Outfitters has evolved from a single store concept into a diversified retail enterprise with over 670 stores across the United States, Canada, and Europe, alongside a growing digital presence and subscription rental service.
Business
Urban Outfitters operates in the specialty apparel retail industry, focusing on lifestyle brands that target specific age demographics and aesthetic preferences. The company's business is structured around three main operating segments: Retail Segment (approximately 85-90% of total revenue): This segment encompasses the company's four primary retail brands. Urban Outfitters stores target young adults aged 18-28 with contemporary fashion apparel, accessories, home goods, and lifestyle products that emphasize urban, edgy aesthetics. Anthropologie caters to women aged 28-45 with bohemian-inspired apparel, accessories, home furnishings, and beauty products that emphasize artisanal and unique design elements. Free People targets women aged 25-30 with casual, bohemian women's apparel, intimates, and lifestyle products. BHLDN specializes in wedding and special occasion wear, offering bridal gowns, bridesmaid dresses, and wedding accessories. The company also operates FP Movement, Free People's athletic and activewear sub-brand that has shown particularly strong growth, and Terrain, which focuses on garden and outdoor lifestyle products. Additionally, the company operates restaurants and has been expanding its food service offerings as an ancillary revenue stream. Wholesale Segment (approximately 5-8% of total revenue): This segment primarily involves the wholesale distribution of Free People branded products to department stores and specialty retailers worldwide, allowing the brand to reach customers beyond the company's direct retail footprint. Nuuly Segment (approximately 2-3% of total revenue): This is the company's subscription-based clothing rental service launched in 2019, where customers pay a monthly fee to rent clothing items primarily from Urban Outfitters' brand portfolio. This segment represents the company's foray into the circular fashion economy and subscription-based business models.
Revenue model
Urban Outfitters generates revenue through multiple business models across its different segments. The primary revenue driver is product sales through its retail stores and e-commerce platforms, where customers purchase apparel, accessories, and home goods at full retail prices. The company operates both physical stores and digital channels, with increasing emphasis on omnichannel integration. The wholesale business model involves selling Free People products to third-party retailers at wholesale prices, typically 50-60% of retail price, allowing for broader market penetration without direct capital investment in stores. The Nuuly subscription model generates recurring monthly revenue of approximately $88 per subscriber, representing a shift toward service-based revenue streams. Several factors significantly impact the company's margins and profitability. Positive margin drivers include the company's focus on increasing owned-brand penetration (particularly strong at Anthropologie with 70% owned-brand mix), which typically carries higher margins than third-party brands. Improved supply chain efficiency and faster inventory turnover reduce markdown rates, while the company's ongoing initiative to improve initial markup (IMU) by 500 basis points across brands supports gross margin expansion. Margin pressures come from promotional activities and markdowns when inventory doesn't sell at full price, particularly challenging for the struggling Urban Outfitters brand. Rising labor costs, supply chain disruptions, and freight expenses can compress margins, while increased digital marketing spend to acquire customers, especially for the younger demographic, impacts operating margins. The company's margin profile is also sensitive to fashion trend accuracy, as missed trends lead to higher markdown rates, and macroeconomic pressures affecting discretionary spending in the target demographic can force more promotional pricing strategies.
Competitive moat
Urban Outfitters' competitive moat is moderate but faces significant challenges. The company's primary competitive advantages stem from its strong brand differentiation and customer loyalty within specific demographic niches. Anthropologie and Free People have developed distinctive brand identities that resonate with their target customers, creating some pricing power and customer stickiness. The company's scale advantages in sourcing, distribution, and marketing provide cost efficiencies that smaller specialty retailers cannot match. However, the company's moat is relatively narrow and under pressure. The fashion retail industry is highly competitive with low barriers to entry, allowing new brands and direct-to-consumer companies to quickly gain market share. Fast fashion retailers like Zara and H&M compete on speed and price, while online-native brands leverage social media and influencer marketing to reach the same demographic more efficiently. The Urban Outfitters brand, in particular, has struggled to maintain relevance with its core Gen Z demographic, indicating that brand loyalty in this sector can erode quickly. The company's greatest vulnerability lies in the rapidly changing preferences of its target demographic, particularly Gen Z consumers who are highly influenced by social media trends and have numerous shopping alternatives. E-commerce platforms and social commerce have democratized fashion retail, making it easier for new entrants to compete. Additionally, the shift toward sustainable and ethical fashion poses challenges for traditional fast-fashion models, requiring significant adaptation in sourcing and business practices. The Nuuly subscription service represents an attempt to build a stronger moat through recurring revenue and customer data insights, but it remains a small portion of the business and faces competition from established players like Rent the Runway.
Risks & safety
Urban Outfitters demonstrates a moderate margin of safety with solid financial fundamentals but some areas of concern: Liquidity and Solvency: - Strong cash position with $290 million in cash and short-term investments - Healthy current ratio of 1.39, indicating adequate short-term liquidity - Debt-to-equity ratio of 0.44 shows manageable leverage levels - Positive free cash flow of $282 million demonstrates strong cash generation Valuation Metrics: - P/E ratio of 10.6 suggests reasonable valuation relative to earnings - EV/EBITDA of 7.9 indicates moderate valuation - Price-to-book ratio of 2.07 is elevated but not excessive for retail - Graham number of $28 vs. current price of $53 suggests potential overvaluation Other Considerations: - Return on equity of 4.9% is relatively low, indicating modest profitability efficiency - Cyclical nature of retail business creates earnings volatility risk - Heavy dependence on discretionary consumer spending makes the business sensitive to economic downturns - Urban Outfitters brand struggles create concentration risk in the portfolio
Recent development
Over the past few years, Urban Outfitters has undergone significant strategic repositioning to address brand-specific challenges and capitalize on growth opportunities. The most notable development has been the turnaround effort at the Urban Outfitters brand, which has experienced persistent comparable store sales declines. The company brought in new leadership and implemented a five-pillar recovery strategy focusing on broadening the target customer base, improving price-value perception, diversifying product assortment, enhancing digital marketing, and optimizing the store footprint. Anthropologie has emerged as the company's strongest performer, achieving consistent positive comparable store sales growth and expanding its customer base by over one million customers in recent years. The brand has successfully increased its owned-brand penetration to 70% in women's apparel, launched new product lines like the Celandine resort wear collection, and attracted younger customers while maintaining its core demographic. Free People and FP Movement have shown exceptional growth, with FP Movement becoming a standout success story with 30% year-over-year growth and plans to reach $1 billion in sales. The company is aggressively expanding FP Movement's physical footprint with plans for 20-25 new stores annually and positioning it as a leading fashion-infused athletic brand. Nuuly has evolved from a startup experiment into a significant growth driver, reaching 300,000 active subscribers with 56% revenue growth. The service opened a second fulfillment center to triple capacity and is approaching profitability, representing the company's successful entry into the subscription economy and circular fashion model. The company has also focused on operational improvements, including supply chain optimization to enable faster response to fashion trends, inventory management discipline to reduce markdown rates, and the ongoing initiative to improve initial markup across all brands by 500 basis points.
URBN company profile · for informational purposes only — not investment advice.
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