Urban Outfitters reports 2 month net sales increased 9% vs last year

Urban Outfitters (URBN) 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.