The earnings call highlighted Urban Outfitters, Inc.'s strong financial performance and growth across multiple brands, particularly Nuuly and Anthropologie. However, challenges such as increased tariffs and SG&A deleveraging were noted. The overall sentiment is positive due to the company's robust growth and strategic initiatives to mitigate challenges.

Company Guidance

During Urban Outfitters, Inc.'s second quarter fiscal 2026 earnings call, the company reported impressive metrics, including an 11% increase in total sales and a 22% rise in net income, setting new records for the quarter. Retail segment comps grew by 6%, with notable performances from the Nuuly brand, which posted a 53% revenue growth and a 48% increase in average active subscribers. The wholesale segment saw an 18% revenue increase, contributing to a 15% rise in gross profit dollars, reaching $566 million with a gross profit rate improvement of 113 basis points to 37.6%. Despite a 13% increase in SG&A expenses, the company achieved a 20% rise in operating income to $174 million, with an operating profit rate improvement of 85 basis points to 11.6%. The call highlighted the strong performance of individual brands like Anthropologie, which achieved a 6% increase in retail segment comps, and Free People, which saw a 14% increase in total revenue. The company remains optimistic about future growth, despite tariff challenges, and plans for high single-digit sales growth in the third quarter.

Record-Breaking Financial Performance

Urban Outfitters, Inc. reported a total sales growth of 11% and a net income increase of 22%, both setting new second-quarter records. The company's gross profit rate improved by 113 basis points to 37.6%, and operating income rose by 20% to $174 million.

Nuuly's Exceptional Growth

Nuuly achieved a record quarter with a 53% increase in revenue and a 48% growth in average active subscribers. The brand's operating profit rate improved by over 300 basis points compared to last year's second quarter.

Anthropologie's Consistent Growth

The Anthropologie brand achieved a 6% increase in retail segment comps, marking over four years of consecutive quarterly positive comps. The brand also launched new owned brands, contributing to its success.

Free People's Strong Performance

Free People delivered a 14% increase in total revenue, with a 7% retail segment comp and a 19% increase in wholesale segment revenues. FP Movement, a part of Free People, saw total growth of 30%.

Urban Outfitters' Global Recovery

Urban Outfitters reported 5% revenue growth, with a 4% comparable sales increase in its retail segment, including double-digit growth in Europe and positive growth in North America.

Urban Outfitters (URBN) Earnings, Revenues Date & History

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URBN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 24, 2025	2026 (Q3)	1.18 / -	1.1	―	―	―
Aug 27, 2025	2026 (Q2)	1.48 / 1.58	1.24	27.42% (+0.34)
May 21, 2025	2026 (Q1)	0.84 / 1.16	0.69	68.12% (+0.47)
Feb 26, 2025	2025 (Q4)	0.94 / 1.04	0.69	50.72% (+0.35)
Nov 26, 2024	2025 (Q3)	0.86 / 1.10	0.88	25.00% (+0.22)
Aug 21, 2024	2025 (Q2)	1.00 / 1.24	1.1	12.73% (+0.14)
May 21, 2024	2025 (Q1)	0.54 / 0.69	0.56	23.21% (+0.13)
Feb 27, 2024	2024 (Q4)	0.72 / 0.69	0.34	102.94% (+0.35)
Nov 21, 2023	2024 (Q3)	0.82 / 0.88	0.4	120.00% (+0.48)
Aug 22, 2023	2024 (Q2)	0.89 / 1.10	0.64	71.88% (+0.46)

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

URBN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$78.01	―	―
May 21, 2025	$59.60	$73.21	+22.84%
Feb 26, 2025	$52.92	$57.25	+8.18%
Nov 26, 2024	$40.14	$47.49	+18.31%

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.