For the quarter ended January 2026, Urban Outfitters (URBN) reported revenue of $1.8 billion, up 10.1% over the same period last year. EPS came in at $1.43, compared to $1.04 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.79 billion, representing a surprise of +0.8%. The company delivered an EPS surprise of +15.32%, with the consensus EPS estimate being $1.24.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Urban Outfitters performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of stores - Retail Operations - Free People: 268 compared to the 269 average estimate based on three analysts.
- Number of stores - Retail Operations - Anthropologie: 254 versus 252 estimated by three analysts on average.
- Number of stores - Retail Operations - Urban Outfitters: 253 compared to the 254 average estimate based on three analysts.
- Number of stores - Total URBN: 793 compared to the 785 average estimate based on three analysts.
- Comparable store sales - Retail Operations - YoY change: 5.5% versus the two-analyst average estimate of 5.2%.
- Net sales by brand- Free People: $451.02 million versus the three-analyst average estimate of $445.42 million. The reported number represents a year-over-year change of +9.8%.
- Net sales by brand- Urban Outfitters: $405.11 million versus the three-analyst average estimate of $391.06 million. The reported number represents a year-over-year change of +12.5%.
- Net sales by brand- Anthropologie: $774.9 million versus $781.65 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.3% change.
- Net sales- Wholesale operations: $74.82 million compared to the $74.42 million average estimate based on two analysts. The reported number represents a change of +9.1% year over year.
- Net sales- Retail operations: $1.57 billion compared to the $1.56 billion average estimate based on two analysts. The reported number represents a change of +7.7% year over year.
- Net sales- Subscription operations: $160.5 million versus $158.31 million estimated by two analysts on average.
- Net sales by brand- Menus & Venues: $10.24 million compared to the $10.12 million average estimate based on two analysts. The reported number represents a change of +5% year over year.
View all Key Company Metrics for Urban Outfitters here>>>
Shares of Urban Outfitters have returned -6% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Urban Outfitters, Inc. (URBN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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