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Urban Outfitters (URBN) investor relations material
Urban Outfitters Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary25 Nov, 2025
Executive summary
Net sales for Q3 FY2026 reached a record $1.53 billion, up 12.3% year-over-year, with net income at $116.4 million, up 13.2%, and EPS of $1.28; growth was broad-based across Retail, Subscription, and Wholesale segments, with strong digital and store sales.
Retail segment comparable sales rose 8%, with both digital and store channels showing high single-digit growth.
Subscription segment (Nuuly) net sales surged 48.7% in Q3, driven by a 42% increase in average active subscribers to nearly 400,000.
All brands posted positive comparable sales across all geographies, with Urban Outfitters and Nuuly showing especially strong double-digit growth.
Robust customer engagement and omni-channel integration drove both store and digital traffic, supporting strong sales and profit performance.
Financial highlights
Q3 gross profit was $563.3 million (36.8% margin), up 13% year-over-year; operating income was $144.3 million (9.4% margin), up from $128.7 million.
SG&A expenses increased 14% to $419 million, mainly due to higher marketing and store labor costs, representing 27.4% of net sales.
Diluted EPS for Q3 was $1.28, up from $1.10 year-over-year; diluted share count was 91.3 million.
Cash, cash equivalents, and marketable securities totaled $963.6 million at quarter-end.
Inventory increased 5.9% year-over-year to $839.8 million, reflecting higher sales.
Outlook and guidance
Q4 company sales expected to grow high single digits; retail segment comps projected mid-single digit positive.
Capital expenditures for FY2026 are expected to be approximately $300 million, with 69 new store openings and 17 closures, funded by operating cash flow and existing cash.
Full-year gross profit margin expected to improve by ~100 basis points.
No material impact expected from recent U.S. tax legislation for FY2026; ongoing assessment of potential future effects.
Management highlights the strength of a diversified business model and long-term growth potential.
Nuuly's long-term subscriber growth outlook
Retail inventory growth vs. sales outlook
Share repurchase program strategy
UO North America profit improvement drivers
Tariff mitigation sustainability beyond Q4
Anthropologie own brand growth and expansion
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Next Urban Outfitters earnings date
Q4 202625 Feb, 2026
Next Urban Outfitters earnings date
Q4 202625 Feb, 2026
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Frequently asked questions
Urban Outfitters, Inc. engages in the retail and wholesale of general consumer products. It operates through the Retail and Wholesale segments. The Retail segment sells women's and men's fashion apparel, accessories, footwear, home furnishings and apartment wares, beauty and gifts, activewear and gear and electronics, as well as other general merchandise which primarily target young adults aged 18 to 28.
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