For the quarter ending October 2025, Urban Outfitters (URBN) reported revenue of $1.53 billion, up 12.3% from the same period last year. EPS came to $1.28, compared to $1.10 in the same quarter last year.
Reported revenues compare to the Zacks Consensus Estimate of $1.49 billion, representing a surprise of +2.43%. The company delivered an EPS surprise of +7.56%, with a consensus EPS estimate of $1.19.
While investors closely watch year-over-year changes in key numbers — revenue and profits — and how they compare to Wall Street forecasts to determine their next course of action, a few key metrics always provide a better view of a company’s underlying performance.
Since these metrics play a crucial role in driving the top and bottom numbers, comparing them to last year’s numbers and what analysts estimate about them helps investors better predict stock price performance.
Here’s how Urban Outfitters performed in the just-reported quarter in terms of metrics widely watched and forecast by Wall Street analysts:
- Number of stores – retail operations – freelancers: 253 compared to 258 according to estimates by four analysts on average.
- Number of Stores – Retail Operations – Anthropologie: 248 versus the four analysts’ average estimate of 248.
- Number of Stores – Retail Operations – Urban Outfitters: 258 compared to 257 according to the average estimates of four analysts.
- Number of Stores – Total URBN: 777 versus the four analysts’ average estimate of 772.
- Comparable Store Sales – Retail Operations – Annual Change: 8% compared to an average estimate of 5.2% based on the opinions of three analysts.
- Net sales by brand – Anthropologie: $634.83 million versus the four analysts’ average estimate of $622.38 million. The reported figure represents a year-over-year change of +8%.
- Net Sales by Brand – Urban Outfitters: $339.85 million versus the four analysts’ average estimate of $309.11 million. The reported figure represents a year-over-year change of +13.1%.
- Net sales by brand – listings and locations: $10.77 million versus the three analysts’ average estimate of $10.84 million. The reported figure represents a year-over-year change of +4.9%.
- Net sales – retail operations: $1.3 billion versus the average estimate of the three analysts of $1.26 billion. The reported figure represents a year-over-year change of +9.6%.
- Net sales – wholesale operations: $88.27 million, compared to $86.73 million according to the average estimates of three analysts. Compared to the same quarter last year, this figure represents a change of +7.6%.
- Net sales by brand – Free People: $399.27 million compared to the average estimate of $407.62 million based on three analysts. The reported figure represents a change of +9.1% year over year.
- Net sales – subscriptions: $144.63 million compared to the average estimate of $145.12 million based on three analysts.
Shares of Urban Outfitters have returned -8.1% over the past month versus the Zacks S&P 500 Composite’s change of -1.2%. The stock currently has a Zacks Rank of #3 (Hold), which suggests it could perform in line with the broader market in the near term.
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