Q4 2025 Urban Outfitters Inc Earnings Call Transcript

Feb 26, 2025 / 10:00 PM GMT

Release Date Price: €50.5 (+2.23%)

Transcript

Key Points

Positve

Urban Outfitters Inc (URBN) reported record fourth-quarter sales of $1.6 billion, marking a 9% increase from the previous year.
The company achieved a 17% increase in gross profit dollars, reaching a record $528 million, with a gross profit rate improvement of over 200 basis points.
Anthropologie and Free People brands delivered high single-digit positive retail segment comps, contributing significantly to the company's overall growth.
The newly business segment experienced robust growth, with a 56% increase in brand revenue and achieving its first full year of profitability.
URBN's wholesale segment saw a 26% revenue increase, driven by strong full-price sales at Free People.

Negative

Urban Outfitters brand recorded a 3% decline in the retail segment comp for the quarter, with a high single-digit negative comp in North America.
The company faced challenges in achieving its goal of improving IMU by 500 basis points, falling short of the target.
URBN ended FY25 with slightly elevated inventory levels due to early product arrivals to avoid potential port strikes.
The Urban Outfitters brand in North America is still working towards stabilizing and improving profitability, with expectations of a low single-digit negative to flat comp for the first quarter of fiscal '26.
Despite overall growth, the company anticipates continued challenges in achieving break-even for the Urban Outfitters brand in the near term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

URBN.OQ - Urban Outfitters Inc
Q4 2025 Urban Outfitters Inc Earnings Call
Feb 26, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen, and welcome to the Urban Outfitters Inc. 4th quarter fiscal '25 earnings call. At this time, all participants are in a listen-only mode. Later we will conduct a question and answer session, and instructions will follow at that time. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again.

I would now like to introduce Ona McCullough, executive director of investor relations. Ms. McCullough, you may begin.

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Unidentified_2 [2]
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