olivLaw · US equity research
Urban Outfitters, Inc. URBN
Retail-Family Clothing Stores · SIC 5651 · Vertical: Retail-Family Clothing Stores (SIC 5651)
Urban Outfitters, Inc. is a portfolio of global lifestyle brands operating through Retail, Subscription (Nuuly) and Wholesale segments, with net sales of about $6.2 billion in fiscal 2026. The company matters now because of the effect of US tariffs on sourcing costs and the partial recovery of IEEPA tariffs reported in the second quarter of fiscal 2027.
At the close of 04 Nov 2026, Urban Outfitters, Inc. (URBN) stock was 91.78 USD (+5.83% on the day), with market capitalisation 7.9 bn USD, P/E 14.3 on diluted EPS of 6.41 USD over the last 12 months, beta 1.25, 52-week range 59.57–92.19 USD. Latest reported quarter (Q2 2027): revenue of 1.7 bn USD (+10.4% YoY), net income of 240.7 m USD (+67.3% YoY), diluted EPS 2.78 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 63.3
- strong (55–70)
- Bollinger (20, 2)
- 81.18 – 93.45
- in the upper half of the band · %B 0.86 · band width 14.1%
- SMA 50 / 200
- 81.69 / 73.38
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 2.73 / 2.81
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +12.5% | −1.1% | +13.6 pp | — |
| 3 months | +17.8% | −0.5% | +18.3 pp | — |
| 6 months | +28.1% | +4.4% | +23.8 pp | — |
| Year to date | +22.0% | +12.3% | +9.6 pp | — |
| 1 year | +45.5% | +13.5% | +31.9 pp | −12.3% |
| 3 years | +156.3% | +76.4% | +79.9 pp | +24.2% |
| 5 years | +158.6% | +63.7% | +94.9 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 31 Jul 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4 bn | 1.6 bn | 1.3 bn | 1.5 bn | 1.5 bn | 1.8 bn | 1.5 bn | 1.7 bn |
| Cost of revenue | 864.5 m | 1.1 bn | 840.4 m | 938.6 m | 964.0 m | 1.2 bn | 938.8 m | 940.4 m |
| Gross profit | 497.3 m | 527.7 m | 489.1 m | 566.2 m | 563.3 m | 599.2 m | 542.6 m | 721.6 m |
| SG&A | 368.6 m | 402.4 m | 360.8 m | 391.8 m | 419.0 m | 440.5 m | 402.9 m | 432.8 m |
| Operating income | 128.7 m | 125.3 m | 128.2 m | 174.4 m | 144.3 m | 158.7 m | 139.7 m | 288.7 m |
| Depreciation & amortisation | 29.5 m ≈ | 29.4 m | 29.6 m | 31.8 m ≈ | 33.0 m ≈ | 34.2 m | 36.1 m | 37.6 m ≈ |
| Pre-tax income | 135.8 m | 130.9 m | 137.9 m | 183.3 m | 152.4 m | 123.3 m | 145.9 m | 298.5 m |
| Income tax | 32.9 m | 10.6 m | 29.5 m | 39.4 m | 36.0 m | 27.0 m | 30.2 m | 57.9 m |
| Net income | 102.9 m | 120.3 m | 108.3 m | 143.9 m | 116.4 m | 96.3 m | 115.7 m | 240.7 m |
| Diluted EPS | 1.10 | 1.28 ≈ | 1.16 | 1.58 | 1.28 | 1.05 ≈ | 1.30 | 2.78 |
| Operating cash flow | 18.5 m ≈ | 320.5 m | 33.0 m | 218.0 m ≈ | 61.1 m ≈ | 263.0 m | 15.5 m | 376.3 m ≈ |
| Capex | 45.2 m ≈ | 38.5 m | 46.2 m | 61.4 m ≈ | 83.9 m ≈ | 68.7 m | 193.2 m | 74.8 m ≈ |
| Share repurchases | 0 ≈ | 0 | 151.9 m | 0 ≈ | 0 ≈ | 2.0 m | 300.0 m | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 68 percentile of its own 37-quarter history (min 8.2, median 13.4, max 6,816.1; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4.0 bn | 4.0 bn | 3.4 bn | 4.5 bn | 4.8 bn | 5.2 bn | 5.6 bn | 6.2 bn |
| Revenue YoY | +9.3% | +0.8% | −13.4% | +31.9% | +5.4% | +7.5% | +7.7% | +11.1% |
| Net income | 298.0 m | 168.1 m | 1.2 m | 310.6 m | 159.7 m | 287.7 m | 402.5 m | 464.9 m |
| Net income YoY | +175.3% | −43.6% | −99.3% | +25,030.7% | −48.6% | +80.1% | +39.9% | +15.5% |
| Diluted EPS | 2.72 | 1.67 | 0.01 | 3.13 | 1.70 | 3.05 | 4.26 | 5.06 |
| Diluted EPS YoY | +183.3% | −38.6% | −99.4% | +31,200.0% | −45.7% | +79.4% | +39.7% | +18.8% |
| net % | 7.5% | 4.2% | 0.0% | 6.8% | 3.3% | 5.6% | 7.3% | 7.5% |
| Free cash flow | 331.7 m | 56.5 m | 126.6 m | 96.9 m | -56.8 m | 309.8 m | 320.3 m | 315.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Jan 2026
- Cash
- 369.2 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 2.8 bn USD
- Total assets
- 5.0 bn USD
- Debt / equity
- unavailable
- Current ratio
- 1.51x
- ROE
- 17.6%
- ROA
- 9.8%
- FCF margin
- 5.1%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 3.4 bn | 4.5 bn | 4.8 bn | 5.2 bn | 5.6 bn | 6.2 bn | SEC (XBRL)· 01 Apr 2026verified |
| Cost of revenue | 2.6 bn | 3.1 bn | 3.4 bn | 3.4 bn | 3.6 bn | 3.9 bn | SEC (XBRL)· 01 Apr 2026verified |
| Gross profit | 861.9 m | 1.5 bn | 1.4 bn | 1.7 bn | 1.9 bn | 2.2 bn | SEC (XBRL)· 01 Apr 2026verified |
| SG&A | 857.9 m | 1.1 bn | 1.2 bn | 1.3 bn | 1.5 bn | 1.6 bn | SEC (XBRL)· 01 Apr 2026verified |
| Operating income | 4.0 m | 408.6 m | 226.6 m | 369.8 m | 473.8 m | 605.6 m | SEC (XBRL)· 01 Apr 2026verified |
| Depreciation & amortisation | 103.8 m | 105.7 m | 102.3 m | 102.5 m | 115.4 m | 128.5 m | SEC (XBRL)· 01 Apr 2026verified |
| EBITDA | 107.7 m ≈ | 514.2 m ≈ | 329.0 m ≈ | 472.3 m ≈ | 589.2 m ≈ | 734.2 m ≈ | SEC (XBRL)· 01 Apr 2026derived |
| Interest expense | 3.4 m | 1.1 m | 1.3 m | 7.7 m | 6.1 m | 4.9 m | SEC (XBRL)· 01 Apr 2026verified |
| Pre-tax income | 3.5 m | 404.6 m | 221.3 m | 381.6 m | 500.2 m | 596.9 m | SEC (XBRL)· 01 Apr 2026verified |
| Income tax | 2.3 m | 94.0 m | 61.6 m | 93.9 m | 97.7 m | 132.0 m | SEC (XBRL)· 01 Apr 2026verified |
| Net income | 1.2 m | 310.6 m | 159.7 m | 287.7 m | 402.5 m | 464.9 m | SEC (XBRL)· 01 Apr 2026verified |
| Diluted EPS | 0.01 | 3.13 | 1.70 | 3.05 | 4.26 | 5.06 | SEC (XBRL)· 01 Apr 2026verified |
| Weighted average diluted shares | 98.5 m | 99.3 m | 94.1 m | 94.3 m | 94.4 m | 91.8 m | SEC (XBRL)· 01 Apr 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 395.6 m | 206.6 m | 201.3 m | 178.3 m | 290.5 m | 369.2 m | SEC (XBRL)· 01 Apr 2026verified |
| Receivables | 90.0 m | 63.8 m | 70.3 m | 67.0 m | 74.0 m | 95.7 m | SEC (XBRL)· 01 Apr 2026verified |
| Inventories | 389.6 m | 569.7 m | 587.5 m | 550.2 m | 621.1 m | 700.9 m | SEC (XBRL)· 01 Apr 2026verified |
| Current assets | 1.2 bn | 1.3 bn | 1.2 bn | 1.3 bn | 1.5 bn | 1.7 bn | SEC (XBRL)· 01 Apr 2026verified |
| Property, plant & equipment, net | 967.4 m | 1.1 bn | 1.2 bn | 1.3 bn | 1.3 bn | 1.5 bn | SEC (XBRL)· 01 Apr 2026verified |
| Goodwill | 101.8 m | — | 49.0 m | — | — | — | SEC (XBRL)· 03 Apr 2023verified |
| Total assets | 3.5 bn | 3.8 bn | 3.7 bn | 4.1 bn | 4.5 bn | 5.0 bn | SEC (XBRL)· 01 Apr 2026verified |
| Accounts payable | 237.4 m | 304.2 m | 257.6 m | 253.3 m | 295.8 m | 327.9 m | SEC (XBRL)· 01 Apr 2026verified |
| Current liabilities | 906.1 m | 981.5 m | 890.4 m | 994.2 m | 1.1 bn | 1.1 bn | SEC (XBRL)· 01 Apr 2026verified |
| Total liabilities | 2.1 bn | 2.0 bn | 1.9 bn | 2.0 bn | 2.0 bn | 2.2 bn | SEC (XBRL)· 01 Apr 2026verified |
| Equity | 1.5 bn † | 1.7 bn † | 1.8 bn † | 2.1 bn † | 2.5 bn † | 2.8 bn † | SEC (XBRL)· 01 Apr 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 285.8 m | 359.3 m | 142.7 m | 509.4 m | 502.8 m | 575.2 m | SEC (XBRL)· 01 Apr 2026verified |
| Capex | 159.2 m | 262.4 m | 199.5 m | 199.6 m | 182.6 m | 260.2 m | SEC (XBRL)· 01 Apr 2026verified |
| Free cash flow | 126.6 m ≈ | 96.9 m ≈ | -56.8 m ≈ | 309.8 m ≈ | 320.3 m ≈ | 315.0 m ≈ | SEC (XBRL)· 01 Apr 2026derived |
| Investing cash flow | -101.9 m | -487.7 m | -32.0 m | -521.6 m | -308.8 m | -311.7 m | SEC (XBRL)· 01 Apr 2026verified |
| Financing cash flow | -10.4 m | -60.3 m | -118.4 m | -12.1 m | -77.1 m | -191.4 m | SEC (XBRL)· 01 Apr 2026verified |
| Share repurchases | 7.0 m | 55.8 m | 112.0 m | 0 | 52.3 m | 153.9 m | SEC (XBRL)· 01 Apr 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 62 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 7.9 bn USD
Key indicators
Coverage and freshness
Score by group
- Valuation45
- Balance sheet86
- Quality38
- Growth86
- Returns55
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 57.83 – 132.87 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/E57.83 – 132.87 (Mid 70.80)7 companies used · median multiple 11.0x · quartiles 9.0x – 20.7xAEO, ANF, BKE, GAP, LE, ROST, TJX
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 62/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 8.8% | 44 (vs peers) | 10% |
| FCF conversion · Quality | 51.9% | 31 (on a fixed band) | 10% |
| Revenue CAGR 3Y · Growth | 8.7% | 73 (on a fixed band) | 13% |
| EPS CAGR 3Y · Growth | 43.8% | 100 (on a fixed band) | 13% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | 148.8x | 100 (on a fixed band) | 10% |
| Current ratio · Balance sheet | 1.6x | 65 (on a fixed band) | 6% |
| P/E (TTM) · Valuation | 14.3x | 43 (vs peers) | 16% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 3.8% | 47 (on a fixed band) | 13% |
| Shareholder yield (distributions) · Returns | 3.8% | 55 (on a fixed band) | 10% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet86/100 · 2/3 factors with a value
- Growth86/100 · 2/2 factors with a value
- Quality38/100 · 2/3 factors with a value
- Returns· partial55/100 · 1/2 factors with a value
- Valuation45/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Urban Outfitters, Inc. (URBN). Latest full fiscal year: 2026; data up to 2026-07-31.
Figures computed from the financial statements: revenue 6.2 bn USD in 2026; YoY growth 11.1%; net margin 8.8%; ROE 20.9%.
The estimated value range is 57.83–132.87 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 70.80 USD, the price of 91.78 USD leaves a potential of -22.9% (value / price − 1) and a margin of safety of -29.6% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 62/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: returns. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Revenue CAGR 3Y: 8.7%
- EPS CAGR 3Y: 43.8%
- Interest coverage: 148.8x
What contradicts it
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
Not assessed (insufficient data or a ratio without meaning): ROIC, Net debt / EBITDA, EV/EBITDA, Payout ratio (FCF).
Versus the vertical median
Retail-Family Clothing Stores (SIC 5651) · same industry (4-digit SIC) · compared with 9 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| TJXThe TJX Companies, Inc. | 159.2 bn | 26.8 | 62.2% | 9.7% | +7.1% | −5% / +64% |
| ROSTRoss Stores, Inc. | 78.5 bn | 29.7 | 42.6% | 10.8% | +7.7% | +39% / +88% |
| GAPGap, Inc | 8.3 bn | 7.1 | 33.8% | 8.1% | +1.9% | −12% / +18% |
| URBNUrban Outfitters, Inc. | 7.9 bn | 14.3 | 20.9% | 8.8% | +11.1% | +45% / +156% |
| ANFAbercrombie & Fitch Co. | 7.3 bn | 14.7 | 40.5% | 10.0% | +6.4% | +75% / +125% |
| AEOAmerican Eagle Outfitters, Inc. | 3.6 bn | 10.9 | 20.4% | 5.9% | +4.1% | +5% / +12% |
| BKEBuckle, Inc | 2.5 bn | 11.0 | 45.8% | 16.6% | +6.6% | −15% / +24% |
| LELands’ End, Inc. | 301.1 m | 0.9 | 97.9% | 30.5% | +0.7% | −35% / +44% |
| DXLGDestination Xl Group, Inc. | 27.1 m | — | -30.6% | -8.8% | −6.9% | −50% / −87% |
| PLCEThe Children’s Place, Inc. | 5.4 m | — | — | -11.8% | −12.8% | −97% / −99% |
1- and 3-year price returns: for URBN from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 58.58 Total return -36% · Per year -36% | 103.37 Total return 13% · Per year 13% | 155.43 Total return 69% · Per year 69% |
| 3 years | 61.80 Total return -33% · Per year -12% | 122.23 Total return 33% · Per year 10% | 201.07 Total return 119% · Per year 30% |
| 5 years | 65.20 Total return -29% · Per year -7% | 144.52 Total return 57% · Per year 10% | 260.11 Total return 183% · Per year 23% |
- Exit P/E± 30.56
- Net margin± 21.39
- Annual revenue growth± 16.87
- Annual dilution± 1.80
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Urban Outfitters, Inc. is a portfolio of global lifestyle brands operating through Retail, Subscription (Nuuly) and Wholesale segments, with net sales of about $6.2 billion in fiscal 2026. The company matters now because of the effect of US tariffs on sourcing costs and the partial recovery of IEEPA tariffs reported in the second quarter of fiscal 2027 12.
SWOT
Strengths
Weaknesses
Opportunities
Risks
- Economic sensitivityhigh
If consumer confidence declines, demand for discretionary goods and rentals could weaken significantly 1.
- Tariffs and international tradehigh
New or changed tariffs could raise the cost of imported products and reduce margins, given the reliance on foreign suppliers 12.
- Fashion forecasting errorsmedium
If trends are misjudged, the company could build excess inventory and turn to markdowns 1.
- Competition and marketingmedium
Rising competitor marketing spend or less effective own campaigns could reduce store and online traffic 1.
- Logistics disruptionmedium
Conflicts, transport capacity shortages or higher fuel prices could raise delivery costs and delay stock 12.
Investment thesis
What would need to be true (bull case)
- Recovery of part of the IEEPA tariffs could support margins if the refunds prove final, as the second-quarter fiscal 2027 benefit suggests 2.
- The Nuuly segment is growing as a share of sales and could diversify revenue away from traditional retail 1.
- Plans for new stores and franchise expansion provide a growth path for fiscal 2027 1.
What to watch
- Trend in net sales and gross margin in the quarterly reportQ3 2027
- Pace of FP Movement and Anthropologie store openings2027
- Nuuly's share of sales over timenext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Urban Outfitters operates the Anthropologie, Free People, FP Movement and Urban Outfitters brands, plus the Nuuly apparel rental subscription service, under three reportable segments 1. Its omni-channel strategy integrates stores, websites, mobile applications and contact centers, and performance is managed on a single Retail omni-channel basis 1. The company opened its first store in 1970 in Philadelphia and has been listed on NASDAQ since 1993 1.
The Wholesale segment sells Free People, FP Movement and BDG products through department and specialty stores, third-party digital businesses and the company's own Retail segment 1. Nuuly's share of consolidated sales rose from 4.6% in fiscal 2024 to 9.2% in fiscal 2026 1.
Segments
Retail
Retail generates most of the company's sales, and Anthropologie is a major driver, with a North American share of Retail net sales of 47.2% in fiscal 2026 1. Urban Outfitters has the largest European presence in Retail at 10.0% 1.
Subscription (Nuuly)
Nuuly offers monthly rental of women's apparel from the company's brands, third-party brands and vintage pieces through a digital platform 1. Its share of sales grew from 4.6% in fiscal 2024 to 9.2% in fiscal 2026 1.
Wholesale
Wholesale sells to department and specialty stores worldwide, and accounted for 5.1% of consolidated net sales in fiscal 2026 1.
Market context
Urban Outfitters competes in specialty apparel retail, where rivals include stores, boutiques, digital platforms and brand-owned channels 1. The apparel rental market is newer and competitors offer varied subscription models 1.
Demand for discretionary apparel depends on consumer confidence, inflation and credit conditions, which makes sales sensitive to economic cycles 1. Seasonality is pronounced, with more sales in the second half of the year 1.
Trends
- Trade tariffsmixed
US tariff changes from 2025 and later temporary tariffs raised sourcing costs, while recovery of IEEPA tariffs after the Supreme Court decision could support results if refunds are confirmed 12.
- Middle East conflictheadwind
The conflict that began in the first quarter of fiscal 2027 disrupted supply chains and energy markets and raised freight and delivery costs 2.
- Growth of apparel rentaltailwind
The Nuuly rental model fits demand for more sustainable fashion, and its rising share of sales points to expanding demand 1.
- Fashion volatilityheadwind
Consumer tastes change quickly, and forecasting errors can lead to excess inventory and markdowns 1.
Competitive position
Competition in specialty retail includes brands and stores offering similar experiences, local boutiques and e-commerce platforms 1. The apparel rental market includes competitors with different subscription models and products 1.
In wholesale, the company competes with many apparel makers with wider distribution, based on quality, fashion and price 1. It notes that many competitors have greater name recognition and financial and marketing resources 1.
- Independent fashion boutiques
Small stores offering individualized shopping similar to the experience Anthropologie and Free People aim for 1.
- Department and specialty stores
Wholesale customers that are also competitors for fashion spending 1.
- E-commerce platforms
Websites and apps competing for traffic and online buyers in the Retail segment 1.
- Apparel subscription rental services
Direct competitors to Nuuly with different subscription models and products 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Urban Outfitters Stock Joined By Three Others At New HighsYahoo Finance — News · 28 Aug 2026 · EN
The latest news item in our archive is from 28 Aug 2026; the newest SEC filing is from 09 Sept 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Quarterly report09 Sept 2026
- Current report27 Aug 2026Other events · Financial statements and exhibits
- Quarterly report09 Jun 2026
- Current report05 Jun 2026Shareholder vote
- Current report26 May 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Current report21 May 2026Other events · Financial statements and exhibits
- Proxy statement01 Apr 2026
- Annual report01 Apr 2026
- Current report26 Feb 2026Other events · Financial statements and exhibits
- Current report12 Jan 2026Other events · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-01-31 · SEC / Urban Outfitters, Inc. · 01 Apr 2026
- [2] Form 10-Q, quarter ended 2026-07-31 · SEC / Urban Outfitters, Inc. · 09 Sept 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Urban Outfitters, Inc. · 23 Nov 2016
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.