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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Urban Outfitters
Urban Outfitters (URBN) investor relations material
Urban Outfitters 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Holiday and recent sales performance
Achieved record holiday sales with 9% total sales growth and 5% retail segment comp, driven by both stores and digital channels.
All brands posted positive comps; Urban Outfitters led with +9%, Free People +5%, Anthropologie +3%.
FP Movement saw +18% comp, and Nuuly delivered +43% sales growth, fueled by a 41% increase in active subscribers.
Wholesale segment grew by 13%, mainly from Free People and FP Movement.
Post-holiday, regular price sales remain strong across all brands, indicating a positive start to the new year.
Consumer trends and outlook
Middle-income and above consumers remain resilient, supported by low unemployment, wage growth, and a strong stock market.
Full-price sales and fashion trends are resonating well, especially post-holiday, with strong customer appetite for newness.
Anthropologie's spring transition and new product receipts have driven encouraging full-price sales.
Brand transformation and strategy
Anthropologie has achieved 20 consecutive quarters of positive comps, driven by attracting new customers while retaining core ones.
Growth seen across all customer segments, with active and repeat purchases up year-over-year.
Expanded categories like denim, shoes, and beauty have increased brand relevancy and shopping frequency.
Focus remains on expanding the addressable customer base, engagement, and sustainable growth.
UO North America's key profit drivers for FY26?
Nuuly: What automation drives future profit growth?
What makes Anthropologie's growth model durable?
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Next Urban Outfitters earnings date
Q4 202625 Feb, 2026
Urban Outfitters
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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