Urban Outfitters
Runs lifestyle brands across specialty retail, apparel rental and wholesale.
Something off on this page? Send us feedback.
Profile
Sells apparel, accessories, home and lifestyle goods through Anthropologie, Free People, FP Movement and Urban Outfitters, while Nuuly rents women’s apparel and Wholesale supplies retail partners. Most revenue comes from an integrated store-and-digital Retail segment concentrated in North America.
Operates a portfolio of lifestyle brands spanning Anthropologie, Terrain and Maeve; Free People and FP Movement; Urban Outfitters; Nuuly; and Menus & Venues. Retail stores and digital channels sell apparel, accessories, home goods, beauty and wellness products, while Nuuly rents women’s apparel and Wholesale distributes selected brands through department stores, specialty retailers and digital partners.
Builds each concept around a distinct customer and merchandise mix, combining internally designed and third-party products with differentiated stores and integrated websites and mobile apps. Operations are concentrated in North America, with stores in Europe and wholesale distribution worldwide. Most sales come from Retail, leaving results dependent on fashion demand, inventory execution and store-and-digital performance; imported merchandise also exposes sourcing costs to trade policy.
Company facts
Key statistics
Year to date +7.7% · Average volume (30d) 1.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Morgan Stanley | Reiterate | Overweight | $89 | $90 | |
| Aug 27, 2026 | UBS | Reiterate | Neutral | $80 | $82 | |
| Aug 12, 2026 | Jefferies | Reiterate | Hold | $72 | $79 | |
| Jul 20, 2026 | Goldman Sachs | Upgrade | Neutral | Buy | $83 | $93 |
| Jul 6, 2026 | Morgan Stanley | Target | $91 | $89 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q2 FY27 | $1.72 | $1.72 | 0.0% | $1.65B | $1.66B | +0.6% | −5.02% |
| May 20, 2026Q1 FY27 | $1.12 | $1.30 | +16.1% | $1.46B | $1.48B | +1.1% | +2.92% |
| Feb 25, 2026Q4 FY26 | $1.24 | $1.43 | +15.3% | $1.79B | $1.80B | +0.6% | +5.04% |
| Nov 25, 2025Q3 FY26 | $1.20 | $1.28 | +6.7% | $1.49B | $1.53B | +2.8% | +13.54% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.33B | $1.50B | $1.53B | $1.80B | $1.48B | $1.66B | |
| Gross profit | $489.1M | $566.2M | $565.3M | $599.2M | $542.6M | $721.6M | |
| Operating income | $128.2M | $174.4M | $146.3M | $158.7M | $139.7M | $288.7M | |
| Net income | $108.3M | $143.9M | $116.4M | $96.3M | $115.7M | $240.7M | |
| Diluted EPS | $1.16 | $1.58 | $1.27 | $1.05 | $1.30 | $2.78 | |
| Gross margin | 36.8% | 37.6% | 37.0% | 33.3% | 36.6% | 43.4% | |
| Operating margin | 9.6% | 11.6% | 9.6% | 8.8% | 9.4% | 17.4% |
Fiscal years (4-quarter sums)FY22 $4.55B · FY23 $4.80B · FY24 $5.15B · FY25 $5.55B · FY26 $6.17B
Revenue by product · Q1 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $716.1M · Total debt $1.21B · Total assets $5.12B · Shareholders' equity $2.85B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 85.64M · Float 60.63M · 70.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Richard A. Hayne · director, 10 percent owner, officer: CEO & Chairman of the Board | 19.29M | 22.53% | Form 4 | Jun 30, 2026 |
| BlackRock, Inc. | 8.68M | 10.14% | 13F | Aug 7, 2026 |
| FMR LLC | 4.69M | 5.47% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 4.57M | 5.30% | 13G | Jul 14, 2026 |
| David A. Hayne | 4.52M | 5.04% | 13D | Feb 18, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 22, 2026 | Frank Conforti | officer: Co-President & COO | −9,391 | $73.19 |
| May 22, 2026 | Melanie Marein-Efron | officer: Chief Financial Officer | −5,036 | $73.42 |
| May 22, 2026 | Azeez Hayne | officer: Chief Administrative Officer | −8,733 | $73.18 |
| Mar 11, 2026 | Azeez Hayne | officer: Chief Administrative Officer | −5,720 | $66.00 |
| Mar 2, 2026 | Tricia D. Smith | officer: Global CEO Anthropologie Group | −5,000 | $64.82 |
Peers
- Gap
Broad apparel and activewear overlap across mall and digital channels
- Abercrombie & Fitch
Young-adult lifestyle apparel overlap through Abercrombie and Hollister
- American Eagle Outfitters
Casual, intimates, and activewear overlap for younger shoppers
- Lululemon Athletica
Premium activewear pressure against FP Movement
- Revolve
Digital fashion discovery overlap for Millennial and Gen Z shoppers
- TJX Companies
Off-price apparel and home overlap with broad store reach
- Williams-Sonoma
Home decor and lifestyle retail overlap with Anthropologie and Terrain
- Rent the Runway
Direct rental and resale overlap with Nuuly
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Urban Outfitters | $81.09 | −0.04% | $6.94B | 12.7 | 12.5 | 1.1 | +10.4% |
| Gap | $23.48 | −0.04% | $8.45B | 7.1 | 9.8 | 0.6 | −2.0% |
| Abercrombie & Fitch | $148.54 | +0.09% | $6.59B | 12.7 | 12.3 | 1.2 | +4.8% |
| American Eagle Outfitters | $16.91 | +0.30% | $2.83B | 10.4 | 9.5 | 0.5 | +9.7% |
| Lululemon Athletica | $121.20 | +0.33% | $13.72B | 9.8 | 11.2 | 1.2 | +4.3% |
| Revolve | $23.11 | +0.83% | $1.63B | 22.7 | 24.0 | 1.2 | +12.4% |
| TJX Companies | $135.46 | +0.24% | $149.29B | 25.0 | 25.0 | 2.4 | +5.4% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| Rent the Runway | $3.57 | −0.28% | $120.6M | 0.6 | — | 0.3 | +29.2% |
| Median | 11.6 | 12.3 | 1.2 | +6.1% |