Urban Outfitters reports increased net sales and growth in various segments for the months ending December 2025.
Quiver AI Summary
Urban Outfitters, Inc. reported a 9% increase in net sales for the two months ending December 31, 2025, compared to the same period in 2024, with total retail segment sales rising by 7%. Comparable store sales grew 5%, fueled by positive growth in both digital and retail store sales across various brands, particularly Urban Outfitters and FP Movement. For the eleven months ending December 31, 2025, net sales rose 11%, with subscription segment sales seeing a significant 51% increase due to a rise in active subscribers. The company opened 58 new retail locations while closing 7, with plans for further expansion. Urban Outfitters operates several brands and retail locations globally and remains mindful of various economic factors that could impact its future performance.
Potential Positives
- Total Company net sales increased by 11% for the eleven months ending December 31, 2025, compared to the previous year, indicating strong overall growth.
- Subscription segment net sales saw a significant increase of 51%, driven by a 46% rise in average active subscribers, highlighting the brand's successful customer engagement strategy.
- The Company opened 58 new retail locations during the eleven months, reflecting positive expansion and investment in physical retail presence.
- Wholesale segment net sales increased by 15%, indicating strong demand for the Free People brand, particularly through department stores and specialty customers.
Potential Negatives
- While total net sales increased, the press release highlights that Urban Outfitters had to close 7 retail locations, including 5 Urban Outfitters stores and 2 Free People stores, indicating potential challenges in maintaining profitability despite overall sales growth.
- The company expresses concern over various economic and market conditions that could adversely affect consumer spending, including inflation and geopolitical events, which may signal volatility and risk to investors.
- There is a notable dependency on the performance of the Free People brand, which had a minimal 1% increase in comparable net sales, especially given its significance within the overall business strategy as highlighted in the press release.
FAQ
What were Urban Outfitters' net sales increases for December 2025?
Total net sales increased by 9% for the two months ended December 31, 2025, compared to the previous year.
Which segment showed the highest sales growth?
The subscription segment experienced a significant increase of 43% in net sales during the reported period.
How many new retail locations did Urban Outfitters open?
Urban Outfitters opened 58 new retail locations during the eleven months ended December 31, 2025.
What impact did the Free People brand have on wholesale sales?
Free People brand wholesale sales increased significantly, contributing to a 13% rise in wholesale segment net sales.
What are the main brands operated by Urban Outfitters?
Urban Outfitters operates several brands including Anthropologie, Free People, FP Movement, and Urban Outfitters.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$URBN Insider Trading Activity
$URBN insiders have traded $URBN stock on the open market 257 times in the past 6 months. Of those trades, 0 have been purchases and 257 have been sales.
Here’s a breakdown of recent trading of $URBN stock by insiders over the last 6 months:
- RICHARD A HAYNE (CEO & Chairman of the Board) has made 0 purchases and 170 sales selling 620,000 shares for an estimated $273,194,014.
- MARGARET HAYNE (Co-President & CCO) has made 0 purchases and 85 sales selling 289,323 shares for an estimated $22,520,182.
- TRICIA D SMITH (Global CEO Anthropologie Group) sold 3,400 shares for an estimated $237,204
- MARY EGAN sold 1,000 shares for an estimated $70,120
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$URBN Revenue
$URBN had revenues of $1.5B in Q3 2026. This is an increase of 12.3% from the same period in the prior year.
You can track URBN financials on Quiver Quantitative's URBN stock page.
$URBN Hedge Fund Activity
We have seen 192 institutional investors add shares of $URBN stock to their portfolio, and 214 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,841,804 shares (+137.0%) to their portfolio in Q3 2025, for an estimated $202,990,059
- D. E. SHAW & CO., INC. removed 1,533,664 shares (-58.7%) from their portfolio in Q3 2025, for an estimated $109,549,619
- MORGAN STANLEY added 1,410,224 shares (+131.4%) to their portfolio in Q3 2025, for an estimated $100,732,300
- MILLENNIUM MANAGEMENT LLC removed 996,545 shares (-86.5%) from their portfolio in Q3 2025, for an estimated $71,183,209
- JUPITER ASSET MANAGEMENT LTD added 873,008 shares (+900.1%) to their portfolio in Q3 2025, for an estimated $62,358,961
- CAPITAL WORLD INVESTORS added 851,108 shares (+inf%) to their portfolio in Q3 2025, for an estimated $60,794,644
- JUNTO CAPITAL MANAGEMENT LP removed 773,769 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $55,270,319
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$URBN Analyst Ratings
Wall Street analysts have issued reports on $URBN in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Telsey Advisory Group issued a "Outperform" rating on 12/17/2025
- JP Morgan issued a "Overweight" rating on 11/26/2025
- Barclays issued a "Overweight" rating on 08/29/2025
- Morgan Stanley issued a "Overweight" rating on 08/28/2025
- B of A Securities issued a "Buy" rating on 08/28/2025
To track analyst ratings and price targets for $URBN, check out Quiver Quantitative's $URBN forecast page.
$URBN Price Targets
Multiple analysts have issued price targets for $URBN recently. We have seen 9 analysts offer price targets for $URBN in the last 6 months, with a median target of $91.0.
Here are some recent targets:
- Dana Telsey from Telsey Advisory Group set a target price of $98.0 on 12/17/2025
- Brooke Roach from Goldman Sachs set a target price of $83.0 on 12/09/2025
- Alex Straton from Morgan Stanley set a target price of $91.0 on 11/26/2025
- Matthew Boss from JP Morgan set a target price of $96.0 on 11/26/2025
- Paul Lejuez from Citigroup set a target price of $80.0 on 11/26/2025
- Jay Sole from UBS set a target price of $80.0 on 11/26/2025
- Ike Boruchow from Wells Fargo set a target price of $80.0 on 11/26/2025
Full Release
PHILADELPHIA, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Urban Outfitters, Inc. (NASDAQ:URBN), a leading lifestyle products and services company which operates a portfolio of global consumer brands including the Anthropologie, Free People, FP Movement, Urban Outfitters and Nuuly brands, today announced net sales for the two and eleven months ended December 31, 2025.
Total Company net sales for the two months ended December 31, 2025, increased 9% compared to the two months ended December 31, 2024. Total Retail segment net sales increased 7%, with comparable Retail segment net sales increasing 5%. The increase in Retail segment comparable net sales was driven by mid single-digit positive growth in both digital channel sales and retail store sales. Comparable Retail segment net sales increased 9% at Urban Outfitters, 5% at Free People and 3% at Anthropologie. FP Movement brand Retail segment comparable net sales increased 18% and Free People brand Retail segment comparable net sales increased 1%. Subscription segment net sales increased 43% primarily driven by a 41% increase in average active subscribers in the current period versus the prior year period. Wholesale segment net sales increased 13% driven by an increase in Free People wholesale sales primarily due to an increase in sales to department stores.
For the eleven months ended December 31, 2025, total Company net sales increased 11% compared to the eleven months ended December 31, 2024. Total Retail segment net sales increased 8%, with comparable Retail segment net sales increasing 6%. The increase in Retail segment comparable net sales was driven by mid single-digit positive growth in both digital channel sales and retail store sales. Subscription segment net sales increased 51% primarily driven by a 46% increase in average active subscribers in the current period versus the prior year period. Wholesale segment net sales increased 15% driven by an increase in Free People wholesale sales primarily due to an increase in sales to specialty customers and department stores.
During the eleven months ended December 31, 2025, the Company opened a total of 58 new retail locations including: 36 Free People stores (including 21 FP Movement stores), 13 Anthropologie stores and 9 Urban Outfitters stores; and closed 7 retail locations including: 5 Urban Outfitters stores and 2 Free People stores.
Urban Outfitters, Inc. offers lifestyle-oriented general merchandise and consumer products and services through a portfolio of global consumer brands comprised of 252 Anthropologie stores in the United States, Canada and Europe, catalogs and websites; 264 Free People stores (including 84 FP Movement stores) in the United States, Canada and Europe, catalogs and websites; 259 Urban Outfitters stores in the United States, Canada and Europe and websites; 9 Menus & Venues restaurants; 7 Urban Outfitters franchisee-owned stores and 2 Anthropologie franchisee-owned stores as of December 31, 2025. Free People, FP Movement and Urban Outfitters wholesale sell their products through department and specialty stores worldwide, digital businesses and the Company’s Retail segment. Nuuly is primarily a women's apparel subscription rental service which offers a wide selection of rental product from the Company's own brands, third-party brands and one-of-a-kind vintage pieces.
As used in this document, unless otherwise defined, "Anthropologie" refers to the Company's Anthropologie, Terrain and Maeve brands and "Free People" refers to the Company's Free People and FP Movement brands.
This news release is being made pursuant to the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Certain matters contained in this release may contain forward-looking statements. When used in this release, the words “project,” “believe,” “plan,” “will,” “anticipate,” “expect” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Any one, or all, of the following factors could cause actual financial results to differ materially from those financial results mentioned in the forward-looking statements: overall economic and market conditions (including current levels of inflation) and worldwide political events and the resultant impact on consumer spending patterns and our pricing power, the difficulty in predicting and responding to shifts in fashion trends, changes in the level of competitive pricing and promotional activity and other industry factors, the effects of the implementation of the United Kingdom's withdrawal from membership in the European Union (commonly referred to as “Brexit”), including currency fluctuations, economic conditions and legal or regulatory changes, any effects of war, including geopolitical instability, impacts of the conflict in the Middle East and impacts of the war between Russia and Ukraine and from related sanctions imposed by the United States, European Union, United Kingdom and others, terrorism and civil unrest, natural disasters, severe or unseasonable weather conditions (including as a result of climate change) or public health crises (such as the coronavirus (COVID-19)), labor shortages and increases in labor costs, raw material costs and transportation costs, availability of suitable retail space for expansion, timing of store openings, risks associated with international expansion, seasonal fluctuations in gross sales, response to new concepts, our ability to integrate acquisitions, risks associated with digital sales, our ability to maintain and expand our digital sales channels, any material disruptions or security breaches with respect to our technology systems, our effective utilization of technological advancements, including in artificial intelligence, the departure of one or more key senior executives, import risks (including any shortage of transportation capacities or delays at ports), changes to U.S. and foreign trade policies (including the enactment of tariffs such as retaliatory tariffs, border adjustment taxes or increases in duties or quotas), the unexpected closing or disruption of, or any damage to, any of our distribution centers, our ability to protect our intellectual property rights, failure of our manufacturers and third-party vendors to comply with our social compliance program, risks related to environmental, social and governance activities, changes in our effective income tax rate, changes in accounting standards and subjective assumptions, regulatory changes and legal matters and other risks identified in our filings with the Securities and Exchange Commission. The Company disclaims any intent or obligation to update forward-looking statements even if experience or future changes make it clear that actual results may differ materially from any projected results expressed or implied therein.
| Contact: | Oona McCullough |
| Executive Director of Investor Relations | |
| (215) 454-4806 |