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URURBN

Urban Outfitters, Inc.

$URBN·$5.9B·Apparel - Retail·Consumer Cyclical
$72.98-3.2%YTD-3.1%1Y+2.9%
Mentions · last 7 days
2026-07-10: 86 posts2026-07-11: 34 posts2026-07-12: 74 posts2026-07-13: 94 posts2026-07-14: 30 posts2026-07-15: 28 posts2026-07-16: 23 posts377+1%
Price updated 1h ago·X counts updated 1d ago
URURBN
$URBNUrban Outfitters, Inc.
$72.98-3.24%377 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Urban Outfitters compounding growth with Nuuly subscription engine and Q2 in six weeks.

Urban Outfitters owns three consumer-facing brands — Urban Outfitters, Anthropologie, Free People — plus the Nuuly clothing-rental subscription business. It's the specialty-retail compounder that has consistently outperformed peers on Nuuly's subscription-revenue tailwind.

What's driving the story:

  • Growth is durable: Q1 revenue up 11.4% YoY to $1.48B, and the four-quarter growth stack is 10-12% — genuine mid-cap-retail growth.
  • Margins are decent: operating margin 9%, FCFy 4.4%.
  • The multiple is very reasonable: 13.2x trailing earnings and 14x FY27 consensus EPS of $5.27 — priced fairly for the growth profile.
  • Nuuly subscriber momentum is the growth engine — a genuine differentiated business inside the retail portfolio.
  • Insider action: founder Richard Hayne gifted 75,434 shares (June 30) — governance transfer, not a sale.
  • Position confirms the setup: 64% of 52-week range, YTD +0.2%, t12m +8% — the tape is coiled after digesting the Q1 run.

The forward view: the August 26 Q2 print is the referee. A beat with continued Nuuly subscriber growth plus commentary that Anthropologie same-store sales are accelerating is what restarts the coil upward. What keeps it stuck: an in-line print with maintenance guidance. What breaks it lower: a specific Anthropologie or Urban Outfitters brand-competitive-loss headline.

What to watch: August 26 Q2 earnings and Nuuly subscriber growth; a specific brand-competitive-loss headline would break the coil the wrong way.

On the calendar: 2026-08-26 — Q2 fiscal 2027 earnings

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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

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $URBN

Neutral — Operates Urban Outfitters, Anthropologie, Free People, and Nuuly subscription rental; lifestyle apparel and home retail across multiple brands; this business's revenue is largely decoupled from the off-price market share gains from excess inventory liquidation.

Industry benchmark

12-name peer basket
+3.5%YTD
+55.3%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
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%
Q2 2025Aug 27, 2025$1.58$1.44+9.7%
Next earningsWed, Aug 26·consensus EPS $1.72

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$6.17$5.97 – $6.4010
FY28$7.1B$7.1B – $7.2B$6.73$6.42 – $7.0910
FY29$7.5B$7.5B – $7.5B$7.08$6.73 – $7.485

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.1.2×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.64%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.+5.0%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.+7.4%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 today2.3% 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.β1.225-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.

SC 13DActivist position (5%+)Feb 18SC 13D
+ 11 other (2 13Gs · 2 routine 8-Ks · 2 proxys · 1 11-K) in window

Recent news

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

Here's Why Urban Outfitters (URBN) is a Strong Value Stockzacks.com·8d agoURBN vs. ZGN: Which Stock Is the Better Value Option?zacks.com·9d agoNuuly's Subscriber Momentum Drives Urban Outfitters' Growth Strategyzacks.com·10d agoUrban Outfitters: Solid Comps Trending Above Apparel Rivalsseekingalpha.com·11d agoHow Retail, Wholesale & Nuuly Are Supporting URBN's Growth Momentumzacks.com·12d ago

In themes

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

Trending on X

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Voices on X · last 7 days

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