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URURBN

Urban Outfitters, Inc.

$URBN·$6.4B·Apparel - Retail·Consumer Cyclical
$81.09+2.9%YTD+4.8%1Y+16.3%
Mentions · last 7 days
2026-08-21: 14 posts2026-08-22: 3 posts2026-08-23: 4 posts27+15%
Price updated 2d ago·X counts updated 7d ago
URURBN
$URBNUrban Outfitters, Inc.
$81.09+2.92%27 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $URBN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Urban Outfitters Q2 beat, revenue $1.66B +10.4%, adj EPS $1.72 — analysts boosting forecasts, joined Bull Snorts screener.

Urban Outfitters is a $6.35B specialty apparel retailer (Urban Outfitters, Anthropologie, Free People, FP Movement). Real-business quality with a fresh Q2 beat plus broad-based growth.

How it reads:

  • Growth is real: Q1 revenue +11.4% YoY to $1.48B, Q4 was +11.3% — sustained double-digit compounding across the portfolio.
  • Margins are premium retail: 9.8% operating margin, 4.4% FCF yield, 12.2% ROIC — the ROIC is the specific tell.
  • Valuation is exceptional: 13.2x PE, 1x sales, 11.4x EV/EBITDA — cheap for a double-digit-growth specialty retailer.
  • Position confirms strength: 83rd percentile 52w, 9.4% above 50-day, 13.4% above 200-day on 145% baseline volume — the volume ratio is heavy.
  • The Q2 beat: revenue $1.66B vs $1.635B est (+10.4% YoY), gross profit +27.4%, operating income +6%, GAAP EPS $2.78, adj EPS $1.72.
  • 'Analysts Boost Their Forecasts After Q2 Results' plus 'Bull Snorts' screener inclusion alongside ANF/SMTC/GAP/PLAB — the specific momentum tell.
  • A minority calls it 'peak-margin story' where beat + ANF-fear-cover lifts price too far — the honest counterweight.
  • Insider signal is silent: zero transactions in 90-day window — no defense, no fade.

The Nov 24 print is the test — reiterated FY27 revenue plus specific commentary on Free People/FP Movement mix extends the run; a same-store sales miss plus continued 'peak-margin' compression drops to $73 support.

Agrees with X sentimentAgree — the bullish anchors (revenue $1.66B beat $1.635B +10.4% YoY, gross profit +27.4%, operating income +6%, GAAP EPS $2.78 with adj EPS $1.72, URBN included in high-volume vertical-move Bull Snorts screener alongside ANF/SMTC/GAP/PLAB) map to real signals; the honest add is the sample's own minority 'peak-margin story where beat + ANF-fear-cover lifts price too far' is the fair counterweight.

What to watch: Nov 24 earnings — reiterated FY27 revenue plus specific commentary on Free People/FP Movement mix extends the run; a same-store sales miss plus continued 'peak-margin' compression drops to $73 support.

On the calendar: 2026-11-24 — Q3 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠5 posts analyzed · as of 2026-08-30 · top-engagement diverged

Urban Outfitters posted a big Q2 with net sales up 10.4% to $1.66B and operating income up 65.6% to $289M, and bullish flow shows up in an unusual-options screener alongside DKS and ANF. But a long peak-margin critique argues Anthropologie is deteriorating with Home down 17% and store sales down 6% in mid-August tracking, Nuuly is mix-dilutive, and FP Movement is normalizing. Bulls see the print; skeptics see the composition.

Read the AI verdict + X sentiment for $URBN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Urban Outfitters, Anthropologie, Free People, and Nuuly subscription rental; lifestyle apparel and home retail across multiple brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $URBN.

Apparel - Retail · Consumer Cyclical

Consumer discretionary softness and inventory normalization are the near-term headwinds; athleisure demand trends favor performance-focused brands over fashion-driven ones. China sourcing exposure — and tariff pass-through — is the cost-structure risk for the category.

What this means for $URBN

Partial — consumer discretionary / retail performance tracks consumer spending trends; Urban Outfitters, Inc.

Industry benchmark

14-name peer basket
+11.4%YTD
+50.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$1.72$1.720.0%
Q1 2026May 20, 2026$1.30$1.15+13.0%
Q4 2025Feb 25, 2026$1.43$1.24+15.3%
Q3 2025Nov 25, 2025$1.28$1.20+6.7%
Next earningsTue, Nov 24·consensus EPS $1.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.5B+11.4%36.6%9.4%$1.32$-177.8M
Q4 FY26$1.8B+10.1%33.3%8.8%$1.07$216.8M
Q3 FY26$1.5B+12.3%37.0%9.6%$1.30$-22.8M
Q2 FY26$1.5B+11.3%37.6%11.6%$1.60$264.2M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2B$6.1B – $6.2B$5.27$5.21 – $5.338
FY27$6.7B$6.7B – $6.7B$6.18$5.98 – $6.4110
FY28$7.2B$7.1B – $7.2B$6.75$6.44 – $7.1110
FY29$7.5B$7.5B – $7.5B$7.14$6.79 – $7.555

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 60.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 22Azeez HayneChief Administrative Officer8.7K sh$639KSellMay 22Melanie Marein-efronCFO5.0K sh$370KSellMay 22Frank ConfortiCOO9.4K sh$687KSellMar 11Azeez HayneChief Administrative Officer5.7K sh$378K
+ 36 other (17 exempts · 9 inkinds · 8 awards · 2 gifts) in window

See when $URBN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

URBN (URBN) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KMaterial agreementMay 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Urban Outfitters and certain domestic subsidiaries entered into a Fifth Amendment to their ABL revolving credit facility with JPMorgan Chase (admin agent) and Wells Fargo (joint lead arranger) on May 19, 2026. Key changes: maturity extended to May 2031; Canadian Borrowing Base and Canadian Sublimit eliminated, releasing URBN Canada from obligations. The facility continues at up to $350 million (first-priority lien on inventory and receivables), with all other terms unchanged. This is an administrative credit facility extension through 2031 with no adverse changes.

+ 11 other (2 routine 8-Ks · 2 13Gs · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Urban Outfitters Stock Joined By Three Others At New Highsinvestors.com·3d agoAre Retail-Wholesale Stocks Lagging Urban Outfitters (URBN) This Year?zacks.com·3d agoUrban Outfitters Analysts Boost Their Forecasts After Q2 Resultsbenzinga.com·4d agoURBN Q2 Earnings Meet Estimates, Stock Up 9.5% on Broad-Based Growthzacks.com·4d agoUrban Outfitters Is Firing On All Cylinders (Upgrade)seekingalpha.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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