The earnings call for URBN highlighted a strong performance across several brands, particularly Nuuly, Free People, and FP Movement, with record sales and profitability. However, challenges remain with Urban Outfitters' North American performance and increased SG&A expenses. Overall, the sentiment is positive due to the strong growth and strategic initiatives in place.

Company Guidance

During the URBN Q3 2025 earnings call, the company announced record third-quarter sales of $1.4 billion, a 6% increase from the previous year, with strong performance across most brands. Anthropologie and Free People reported mid-single-digit positive retail comps, while Nuuly saw a 51% increase in average active subscribers, contributing to a 48% revenue increase. The wholesale segment grew by 17%. URBN's gross profit dollars rose by 9% to $497 million, with an improved gross profit rate of 36.5%. SG&A expenses increased by 7% due to higher marketing spend, driving significant traffic growth, particularly for Anthropologie and Free People. The company projects mid-single-digit sales growth for Q4, with expected improvements in gross profit margin driven by lower markdowns, especially at Urban Outfitters. The call highlighted strategic initiatives and investments in customer acquisition, product innovation, and operational efficiency to sustain growth and profitability.

Record Third Quarter Sales and Profits

Total URBN sales grew by 6% to a Q3 record of $1.4 billion, surpassing expectations. Gross profit dollars increased by 9% to $497 million, with a gross profit rate improvement of 105 basis points to 36.5%.

Nuuly's Robust Growth

Nuuly reported a 48% increase in third-quarter revenue to $97 million, with a 50% growth in active subscribers compared to the previous year. The segment also achieved a profitable quarter with $4 million in operating income.

Free People's Continuing Success

The Free People Group achieved a 10% increase in total sales, driven by a 5% Retail segment comp, 20% increase in Wholesale segment revenues, and a 176% increase in non-comp sales due to new store openings.

FP Movement's Strong Performance

FP Movement delivered a 30% total growth in the quarter, driven by a 14% retail segment comp, new store growth, and over 70% wholesale segment growth.

Anthropologie's Positive Trends

Anthropologie delivered a 6% retail segment comp, marking their eighth straight quarter of double-digit operating income growth. Both new and active customers increased by over 13% versus the prior year.

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Urban Outfitters (DE:UOF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:UOF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 21, 2018	2019 (Q2)	- / 0.82	0.428	90.91% (+0.39)	―	―
Nov 19, 2018	2019 (Q3)	- / 0.68	0.398	70.73% (+0.28)	―	―
Mar 05, 2019	2019 (Q4)	- / 0.78	0.67	15.94% (+0.11)	―	―
May 21, 2019	2020 (Q1)	- / 0.30	0.369	-18.42% (-0.07)	―	―
Aug 20, 2019	2020 (Q2)	- / 0.59	0.816	-27.38% (-0.22)	―	―
Nov 19, 2019	2020 (Q3)	- / 0.54	0.68	-20.00% (-0.14)	―	―
Mar 03, 2020	2020 (Q4)	- / 0.49	0.777	-37.50% (-0.29)	―	―
May 19, 2020	2021 (Q1)	- / -1.37	0.301	-554.84% (-1.67)	―	―
Aug 25, 2020	2021 (Q2)	- / 0.34	0.593	-42.62% (-0.25)	―	―
Nov 23, 2020	2021 (Q3)	- / 0.76	0.544	39.29% (+0.21)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DE:UOF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 26, 2024	€38.00	€42.40	+11.58%
Aug 21, 2024	€36.00	€32.60	-9.44%
May 21, 2024	€38.00	€40.40	+6.32%
Feb 27, 2024	€43.40	€40.00	-7.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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