Urban Outfitters, Inc. — Cyborg Score 7/10

Strong
Specialty Retail - Apparel & Lifestyle Products

Strategic Profile

Urban Outfitters operates multiple branded retail concepts including Urban Outfitters (ages 18-28), Anthropologie (ages 28-45), Terrain (lifestyle home products), and Free People stores (casual women's apparel). The company serves customers through retail stores, websites, mobile applications, catalogs, franchisee-owned stores, and third-party digital platforms. The multi-brand strategy positions the company across different demographics and lifestyle segments within the retail sector.

Cyborg Score Rationale

The company's TTM revenue is $5.99B as of January 2026, with 2024 revenue of $5.55B showing growth from 2023's $5.15B. Recent comparable store sales at existing locations have risen by an average of 4.6% over the past two years. The company demonstrates solid financial growth and comparable store performance metrics.

Top Insights

  • In 2025, market capitalization increased from $5.07B in January to $6.75B in December, reflecting a 33.27% change.
  • The company designs, develops, and markets contemporary casual apparel under Free People and FP Movement brands, plus Urban Outfitters apparel collections.
  • The Subscription segment consists of the Nuuly brand, a monthly women's apparel subscription rental service.
  • The stock trades at a price-to-earnings ratio of 13.46, indicating reasonable valuation.

Named Competitors

  • Gap — Casual apparel and lifestyle products
  • Lululemon — Premium athletic and casual wear
  • ASOS — Online fashion and lifestyle retailer
  • Zara — Fast-fashion apparel and accessories

Recent Developments

  • (December 2025) Telsey upgraded Urban Outfitters to Outperform rating citing flagship brand improvement
  • (January 2026) Company attended ICR Conference 2026; stock reached 52-week high of $84.35
  • (February 2026) Earnings report expected on March 3, 2026; shares trading near $70 per share

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