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Jan 31, 2025
Urban Outfitters Q4 2025 Earnings Report
Urban Outfitters reported record Q4 2025 sales with strong performance across segments.
Key Takeaways
Urban Outfitters, Inc. achieved record Q4 2025 revenue of $1.64 billion, reflecting a 10.1% year-over-year increase. Net income for the quarter was $120.3 million, with an adjusted EPS of $1.04. Growth was driven by strong sales in the Anthropologie and Free People brands, while Urban Outfitters experienced a decline. The Nuuly subscription business continued to expand, with a 78.4% revenue increase.
Revenue reached a record $1.64 billion, up 10.1% year-over-year.
Net income increased to $120.3 million from $47.8 million in Q4 2024.
Adjusted EPS was $1.04, up from $0.69 in the prior year.
Nuuly subscription revenue surged 78.4%, driven by a 53.5% rise in active subscribers.
Revenue by Segment
Forward Guidance
Urban Outfitters expects continued revenue growth in 2025, supported by strong digital and subscription sales, though macroeconomic uncertainties could impact consumer spending.
Positive Outlook
- Continued growth in Nuuly subscription business.
- Digital sales showing strong momentum.
- Anthropologie and Free People brands performing well.
- Expansion of retail locations planned.
- Improved gross profit margins driven by lower markdowns.
Challenges Ahead
- Declining comparable sales at Urban Outfitters.
- Higher operating expenses due to increased marketing and payroll.
- Inventory levels increased 12.9% year-over-year.
- Potential macroeconomic headwinds affecting discretionary spending.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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