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Wire

Urban Outfitters Delivered Solid Q2 but Lacks Catalysts to Re-Rate, UBS Says

Urban Outfitters (URBN) needs a clearer catalyst before its stock can re-rate, even after delivering solid double-digit top-line growth, UBS said in a note Thursday.UBS said rising EPS estimates against a rangebound stock over the past five quarters are making the valuation increasingly attractive, but flagged two questions that needs answer to turn more positive.The firm asked whether Urban Outfitters has structurally improved its ability to manage fashion risk, noting Anthropologie's quick rebound from execution issues in the prior two quarters, and whether the company's shared-services model is generating more synergies across brands than in the past, pointing to management's comments on AI as a source of innovation.UBS said affirmative answers on either front, or fading risks around oil prices and tariffs, could make it more positive on the stock.UBS maintained its neutral rating on the stock and raised the price target to $82 from $80.Price: $79.52, Change: $-3.43, Percent Change: -4.14%

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Update: Equities Fall Intraday After Inflation Report; Nvidia Earnings On Deck
US Markets

Update: Equities Fall Intraday After Inflation Report; Nvidia Earnings On Deck

(Updates with latest market prices and developments.)US benchmark equity indexes drifted lower intraday as traders parsed the latest inflation data while awaiting technology bellwether Nvidia's (NVDA) financial results.The Nasdaq Composite and the Dow Jones Industrial Average were down 0.2% each at 26,093.1 and 53,460.6, respectively, after midday Wednesday. The S&P 500 edged down 0.1% to 7,671.6. The three indexes finished Tuesday trading higher, with the Dow rising for a third consecutive session.Among sectors, consumer discretionary and healthcare saw the steepest declines intraday Wednesday, while industrials paced the gainers.US inflation accelerated sequentially in July, keeping the Federal Reserve's preferred gauge for price increases well above its 2% target, while consumer spending growth eased, official data showed.US Treasury yields were mostly higher intraday, with the 10-year yield up 2.5 basis points at 4.66% and the two-year yield rising 2.2 basis points to 4.23%.Markets are currently pricing in a 60% probability that the Fed will keep its benchmark lending rate steady next month, with the remaining odds in favor of a 25-basis-point increase, according to the CME FedWatch tool.Nvidia shares were down 1.3% intraday, following a 2.2% increase in the previous session. The chipmaking giant is scheduled to report its fiscal second-quarter results after the closing bell Wednesday. The current consensus on FactSet is for non-GAAP earnings of $2.09 a share on revenue of $92.27 billion.In a recent note to clients, Morgan Stanley said Nvidia is expected to post strong second-quarter results, though investors are likely to focus more on its longer-term growth drivers.CrowdStrike (CRWD), Salesforce (CRM), Synopsys (SNPS), HP (HPQ) and Urban Outfitters (URBN) are also scheduled to report results in the after-hours, along with others.In other company news, Intuit (INTU) shares fell 3.5% intraday, among the worst performers on the S&P 500, after the tax and finance software maker overnight issued a soft fiscal 2027 outlook.Zoom Communications (ZM) shares slumped 6.4% as the video communication platform late Tuesday provided a downbeat earnings outlook for its fiscal third quarter following a second-quarter beat.Abercrombie & Fitch (ANF) shares surged 31% intraday Wednesday after the apparel retailer raised its full-year outlook as tariff-related refund benefits helped the company post fiscal second-quarter results above Wall Street's estimates.West Texas Intermediate crude oil was up 0.6% at $82.81 a barrel, while Brent advanced 0.3% to $88.80.The Iranian military said it reached a revenue-sharing deal with Oman on the Strait of Hormuz, the world's most important chokepoint for crude flows, Bloomberg News reported.Spot gold fell 1.4% to $4,593.34 per troy ounce, while silver lost 1.1% to $68.73 per ounce.

Dow JonesNasdaq CompositeS&P 500$ANF$CRM$CRWD$HPQ$INTU$NVDA$SNPS$URBN$ZM
Abercrombie & Fitch Lifts Full-Year Outlook as Fiscal Second-Quarter Results Top Views
Wire

Abercrombie & Fitch Lifts Full-Year Outlook as Fiscal Second-Quarter Results Top Views

Abercrombie & Fitch (ANF) raised its full-year outlook on Wednesday as tariff-related refund benefits helped the apparel retailer post fiscal second-quarter results above Wall Street's estimates.The company now anticipates adjusted earnings to be in a range of $13.10 to $13.60 per share for fiscal 2026, up from its prior guidance of $10.20 to $11. Sales are pegged to grow by around 5%, reflecting the higher end of the retailer's previously issued forecast. The current consensus on FactSet is for non-GAAP EPS of $10.72 and for sales to increase by 3.5%.Shares of Abercrombie & Fitch spiked 36% in Wednesday trade, taking its year-to-date gain to 16%.The retailer received $100 million in refunds in the second quarter related to the International Emergency Economic Powers Act tariffs and expects the benefit to have a favorable impact of about 220 basis points on its operating margin for the fiscal year, Chief Financial Officer Robert Ball said during an earnings call, according to a FactSet transcript. The metric is projected to be in between 14.5% and 15%, up from prior expectations of 12% to 12.5%."Our first half execution and strong start to August support a higher full-year sales expectation and an increase to our operating margin and EPS outlook," Ball said on the call.Earlier this year, the US Supreme Court ruled that the Trump administration lacked authority under the IEEPA to impose certain tariffs, paving the way for refunds to companies that had paid the duties.Abercrombie & Fitch's adjusted EPS jumped to $4.17 for the quarter ended Aug. 1 from $2.32 the year before, well above the Street's view for $1.99. Tariff-related refunds were a benefit of $1.75 to the bottom line. Sales improved 5% to $1.27 billion, topping the average analyst estimate of $1.25 billion."Growth was balanced across our brands and regions, highlighted by accelerating momentum in the Americas and improving trends in (Europe, the Middle East and Africa)," the retailer's chief executive, Fran Horowitz, said in the earnings release. "Both brands achieved record second quarter net sales."Revenue for the Abercrombie brand grew 8% for the quarter, while Hollister's sales inclined 2%. Revenue advanced across all regions, led by a 19% jump in Asia Pacific.In a note emailed Tuesday, UBS Securities said it expected Abercrombie & Fitch to post better-than-expected quarterly results, but with limited upside as the market would have already priced in a similar outcome.For the ongoing three-month period, the retailer anticipates per-share net income to be in a range of $2.90 to $3.20, with sales rising by 5% to 6%. The Street is looking for EPS of $2.82 and sales growth of 4.3%.Abercrombie & Fitch is expecting $20 million in tariff-related refunds in the third quarter, boosting its EPS by $0.35 and operating margin by about 160 basis points, Ball told analysts on the call.Urban Outfitters (URBN) is scheduled to release its latest financial results after the markets close Wednesday, while Gap (GAP) posts its earnings on Thursday. American Eagle Outfitters (AEO) is slated to announce its results next month.Price: $144.52, Change: $+35.62, Percent Change: +32.70%

$AEO$ANF$GAP$URBN
Equity Futures Mixed Pre-Bell Ahead of Key Inflation Report, Nvidia Earnings
US Markets

Equity Futures Mixed Pre-Bell Ahead of Key Inflation Report, Nvidia Earnings

The main US equity measures were mixed in premarket activity Wednesday as traders await a key inflation report and the latest financial results of tech bellwether Nvidia (NVDA).The Nasdaq was down 0.1%, the Dow Jones Industrial Average was up 0.1%, while the S&P 500 was little changed before the opening bell. The three indexes finished Tuesday trading higher, with the Dow rising for a third consecutive session.The personal income and outlays report for July is scheduled to be released at 8:30 am ET. The report includes the personal consumption expenditure core price index, the Federal Reserve's preferred inflation metric, as well as data on consumer spending.Data are expected to show that core PCE -- which excludes food and energy prices -- increased 0.2% sequentially and 3.3% annually, according to a Bloomberg-compiled consensus.Treasury yields were mixed in premarket action, with the two-year rate retreating one basis point to 4.2% and the 10-year rate little changed at 4.64%.On Tuesday, Boston Fed President Susan Collins said the Fed may have to raise interest rates soon, unless inflation continues to cool.Markets are currently pricing in a 64% probability that the central bank will keep its benchmark rate steady next month, with the remaining odds in favor of a 25-basis-point hike, according to the CME FedWatch tool.The second estimate report of the US second-quarter gross domestic product is also out at 8:30 am, along with the durable goods orders report for last month. Wednesday's economic calendar also has the weekly mortgage applications bulletin and weekly EIA domestic petroleum inventories report.Richmond Fed President Thomas Barkin is slated to speak at 11:45 am.Nvidia shares were up 0.4% pre-bell, following a 2.2% increase Tuesday. The chipmaking giant is scheduled to report its fiscal second-quarter results after the markets close Wednesday. The current consensus on FactSet is for non-GAAP earnings of $2.09 a share on revenue of $92.27 billion.In a recent note to clients, Morgan Stanley said Nvidia is expected to post strong second-quarter results, though investors are likely to focus more on its longer-term growth drivers.CrowdStrike (CRWD), Salesforce (CRM), Synopsys (SNPS), HP (HPQ) and Urban Outfitters (URBN) are also scheduled to report results in the after hours, while Williams-Sonoma (WSM), J.M. Smucker (SJM), Abercrombie & Fitch (ANF), Bath & Body Works (BBWI) and Kohl's (KSS) post before the bell, among others.West Texas Intermediate crude oil dropped 2.7% to $80.18 a barrel before the open, while Brent fell 3% to $85.97.The foreign ministers of Iran and Oman discussed a proposed framework Tuesday to establish "a joint temporary navigational corridor" through the Strait of Hormuz and implement a joint project to clear the crucial waterway of mines, news outlets reported. The two countries also reportedly agreed to continue technical talks for the future administration of the strait.Intuit (INTU) shares were down 9.8% pre-bell Wednesday after the tax and finance software maker overnight issued a soft fiscal 2027 outlook.Zoom Communications (ZM) fell 6.9% in premarket activity as the video communication platform late Tuesday provided a downbeat earnings outlook for its fiscal third quarter following a second-quarter beat.Gold fell 0.3% to $4,679 per troy ounce, while bitcoin dropped 0.7% to $78,340.

Dow JonesNasdaq CompositeS&P 500$ANF$BBWI$CRM$CRWD$HPQ$INTU$KSS$NVDA$SJM$SNPS$URBN$WSM$ZM
Research

Goldman Sachs Upgrades Urban Outfitters to Buy From Neutral, Adjusts Price Target to $93 From $76

Urban Outfitters (URBN) has an average rating of overweight and mean price target of $87.91, according to analysts polled by FactSet.

$URBN
Softline Retailers Likely to Benefit From US Data Center Boom, UBS Says
US Markets

Softline Retailers Likely to Benefit From US Data Center Boom, UBS Says

US softline retailers are expected to take advantage of an ongoing data center construction boom, with Abercrombie & Fitch (ANF), Urban Outfitters (URBN), and Macy's (M) among those likely to see "outsized" benefits, UBS Securities said in a note e-mailed Monday.US commercial data center capacity has increased at a nearly 30% to 40% annual pace over the last two years, with installed capacity seen rising 20% to 30% annually in the near term, the brokerage said, citing industry experts.The data center construction boom is expected to lift the economy and boost the consumer spending backdrop for apparel and footwear in the concerned regions. However, the data center buildout is not expected to be distributed evenly across the country, UBS analysts Jay Sole and Mauricio Serna said in the note to clients."We believe retailers with a high percentage of stores located in areas with strong data center growth will benefit more than retailers with less exposure to these areas will," the analysts wrote.Abercrombie & Fitch, Urban Outfitters, Macy's, and Steven Madden (SHOO) are among the retailers poised to see "outsized" benefits, Sole and Serna said. On the other hand, Kohl's (KSS), Bath & Body Works (BBWI), Buckle (BKE), Boot Barn (BOOT), and American Eagle Outfitters (AEO) have "the most relevant low exposure," the duo wrote.Among off-price retailers, Ross Stores (ROST) has the "most relevant high exposure," while TJX (TJX) is on the other side of the spectrum, according to the note."While some regions have embraced data centers, other localities have not," UBS said. "Some municipalities reject data center proposals because the long-term local economic payoff is perceived as limited. They also have concerns about resource and infrastructure strain."The brokerage expects all softline stocks to benefit from their use of AI, as well as the technology's impact on the overall economy."Softline companies are taking AI very seriously and AI is likely already having a positive impact on the industry's financial performance," Sole and Serna said. "We believe the meaningful returns companies are already and will continue to achieve on their AI investments will drive upside (earnings-per-share) surprises."Price: $75.30, Change: $-1.92, Percent Change: -2.49%

$AEO$ANF$BBWI$BKE$BOOT$KSS$M$ROST$SHOO$TJX$URBN
Insider Trading

Urban Outfitters Insider Sold Shares Worth $687,290, According to a Recent SEC Filing

Frank Conforti, Co-President & COO, on May 22, 2026, sold 9,391 shares in Urban Outfitters (URBN) for $687,290. Following the Form 4 filing with the SEC, Conforti has control over a total of 72,146 common shares of the company, with 71,698 shares held directly and 448 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912615/000119312526239661/xslF345X05/ownership.xml

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Insider Trading

Urban Outfitters Insider Sold Shares Worth $369,743, According to a Recent SEC Filing

Melanie Marein-Efron, Chief Financial Officer, on May 22, 2026, sold 5,036 shares in Urban Outfitters (URBN) for $369,743. Following the Form 4 filing with the SEC, Marein-Efron has control over a total of 17,023 common shares of the company, with 17,023 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912615/000119312526239663/xslF345X05/ownership.xml

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Insider Trading

Urban Outfitters Insider Sold Shares Worth $639,098, According to a Recent SEC Filing

Azeez Hayne, Chief Administrative Officer, on May 22, 2026, sold 8,733 shares in Urban Outfitters (URBN) for $639,098. Following the Form 4 filing with the SEC, Hayne has control over a total of 64,642 common shares of the company, with 64,642 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912615/000119312526239668/xslF345X05/ownership.xml

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Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Urban Outfitters

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month price target of $100, based on 16.7x our FY 27 (Jan.) EPS estimate and above the company's three-year average forward P/E multiple of 11.9x, reflecting our view that the company deserves a peer multiple due to its significant comparable store sale growth and impressive margin expansion in recent quarters. We raise our FY 27 EPS estimate by $0.25 to $6.00 and maintain our FY 28 EPS estimate at $6.25. URBN expects high single-digit revenue growth in FY 27, led by its namesake and Free People brands. The company has been a top performer in apparel over the past 18 months and has seen consistent margin expansion and revenue growth since the pandemic. We believe it is only a matter of time before investors begin to give the company a peer multiple (mid-teens forward P/E). URBN's improving fundamentals and low valuation has led management to begin significant share repurchases ($300M in FQ1), which we see continuing due to the company's strong cash generation and debt-free balance sheet.

$URBN
Stocks Down Pre-Bell as Traders Monitor US-Iran Developments, Parse Nvidia Earnings
US Markets

Stocks Down Pre-Bell as Traders Monitor US-Iran Developments, Parse Nvidia Earnings

US equity markets were trending lower before the opening bell Thursday as traders monitor the latest developments in the US-Iran conflict and digest tech bellwether Nvidia's (NVDA) quarterly earnings.The S&P 500 fell 0.4% and the Dow Jones Industrial Average slipped 0.3% in premarket activity, while the Nasdaq was down 0.5%. The indexes finished the previous trading session higher, with the Nasdaq and S&P 500 snapping a three-day losing streak.Iranian Foreign Ministry spokesperson Esmaeil Baghaei said Thursday that Tehran is reviewing the latest US proposal to end the war in the Middle East, CNBC reported, citing state-run agency Nour News.President Donald Trump told reporters on Wednesday that negotiations with Iran had reached the final stages, though he warned of further attacks if Tehran backs out, according to several media outlets. "We'll either have a deal or we're going to do some things that are a little bit nasty," Trump said, according to a Bloomberg News report. "But hopefully that won't happen."Earlier on Wednesday, Iran's Islamic Revolutionary Guard Corps reportedly said that it would retaliate beyond the Middle East if the US or Israel resumed their military attacks against the country.West Texas Intermediate crude oil slipped 0.2% to $98.01 a barrel before the open, while Brent decreased 0.6% to $104.42.Shares of Nvidia (NVDA) slipped 0.2% pre-bell after the chipmaking giant reported fiscal first-quarter revenue above Wall Street's estimates, as data center sales outperformed expectations amid an artificial intelligence boom. For the current quarter, Nvidia said it anticipates revenue of $91 billion, plus or minus 2%.Intuit's (INTU) stock dropped 14% after the financial technology platform reported better-than-expected fiscal third-quarter results and disclosed plans to reduce its workforce by about 17%. Urban Outfitters (URBN) declined 1.4% after its financial results.Federal Reserve officials flagged the possibility of higher interest rates if the Middle East conflict drags on and keeps inflation above the 2% goal, minutes from the central bank's April meeting showed on Wednesday.Meeting participants generally determined that elevated inflation, combined with uncertainty around the duration and impact of the Iran war, could justify holding rates for longer than previously anticipated. However, majority of Fed officials pointed out that "some policy firming would likely become appropriate if inflation were to continue to run persistently above 2%."Treasury yields were rising before the open, with the two-year rate gaining 6.6 basis points to 4.1% and the 10-year rate adding 5.1 basis points to 4.62%.Thursday's economic calendar has the housing starts and permits report for April at 8:30 am ET, along with the weekly jobless claims bulletin and the Philadelphia Fed manufacturing index for May. The S&P Global's (SPGI) flash purchasing managers' index for May is out at 9:45 am, followed by the Kansas City Fed manufacturing index for the same month at 11 am.Richmond Fed President Thomas Barkin is scheduled to speak at 12:20 pm.Walmart (WMT), Deere (DE), NetEase (NTES), Williams-Sonoma (WSM), Ralph Lauren (RL), Nio (NIO) and Advance Auto Parts (AAP) report their latest financial results before the bell, among others. Ross Stores (ROST), Take-Two Interactive Software (TTWO), Workday (WDAY), Zoom Communications (ZM) and Deckers Outdoor (DECK) release their earnings after the markets close.Gold was down 0.4% at $4,519 per troy ounce, while bitcoin fell 0.3% to $77,255.

Dow JonesNasdaq CompositeS&P 500$AAP$DE$DECK$INTU$NIO$NTES$NVDA$RL$ROST$SPGI$TTWO$URBN$WDAY$WMT$WSM$ZM
Research

Research Alert: Urban Outfitters Q1 Beats Estimates On Namesake And Free People Strength

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:URBN delivered record Q1 FY 27 results with net sales of $1.48B (+11.4% Y/Y), $20M above estimates, and EPS of $1.30 (+12.1% Y/Y), $0.16 above consensus. Performance was driven by broad-based strength across segments, with Retail sales advancing +8.0% Y/Y and comparable sales increasing +5.6% Y/Y, led by Free People (+9.8% Y/Y) and Urban Outfitters (+9.3% Y/Y). The Subscription segment surged +34.5% Y/Y to $167.3M, while the company repurchased $300M in shares during the quarter. Management expressed confidence in the company's trajectory, citing engaged customers responding to compelling fashion trends. Gross margin contracted 16 bps to 36.6% due to a prior-year gain, though underlying margin improved 20 bps from better markdown discipline. We believe the impressive growth in the subscription business, which is becoming a larger portion of total revenues, supports the investment thesis as URBN continues to diversify beyond traditional retail.

$URBN
Stocks Gain Pre-Bell Ahead of Nvidia Earnings, Fed Meeting Minutes
US Markets

Stocks Gain Pre-Bell Ahead of Nvidia Earnings, Fed Meeting Minutes

The main US stock measures were pointing higher in Wednesday's premarket activity as traders await tech bellwether Nvidia's (NVDA) latest financial results and minutes of the Federal Reserve's last policy meeting.The S&P 500 rose 0.4%, the Dow Jones Industrial Average edged up 0.1% and the Nasdaq added 0.7% before the opening bell. The indexes finished Tuesday trading lower, with the Nasdaq and S&P 500 recording losses for a third consecutive session.Shares of Nvidia increased 1.8% pre-bell, with the chipmaker scheduled to report its fiscal first-quarter results after the markets close. The current consensus on FactSet is for the company to report non-GAAP earnings of $1.75 per share and revenue of $78.91 billion for the quarter.Nvidia's sales are expected to outperform market projections, with potential for "enhanced" cash returns likely to be among the key areas of focus, BofA Securities said in a note e-mailed Tuesday.The Fed is scheduled to post minutes of its last policy meeting at 2 pm, which will be assessed for fresh insight on the central bank's monetary policy. Last month, the central bank held interest rates steady, saying the Middle East war is fueling uncertainty around the US economic outlook.Markets widely expect the Fed to keep its benchmark lending rate unchanged at its next policy meeting in June, according to the CME FedWatch tool.Treasury yields were down before the open, with the two-year rate retreating 3.3 basis points to 4.09% and the 10-year rate declining 1.8 basis points to 5.16%.President Donald Trump reportedly said Tuesday that the US may need to resume military strikes against Iran. Earlier in the week, Trump said the US postponed a planned attack on Tehran after leaders of Saudi Arabia, Qatar and the United Arab Emirates urged restraint amid "serious" ongoing negotiations.West Texas Intermediate crude oil decreased 1.9% to $102.17 a barrel in premarket action, while Brent dropped 2% to $109.02.Wednesday's economic calendar also has the weekly mortgage applications bulletin at 7 am, followed by the EIA domestic petroleum inventories report at 10:30 am. Fed Governor Michael Barr is slated to speak at 9:15 am.Analog Devices (ADI), TJX (TJX), Lowe's (LOW), Target (TGT) and Hasbro (HAS) are expected to post their earnings before the bell, among others. Intuit (INTU), Nordson (NDSN) and Urban Outfitters (URBN) release their results after the markets close.Gold nudged 0.4% lower to $4,493 per troy ounce, while bitcoin gained 0.9% to $77,457.

Dow JonesNasdaq CompositeS&P 500$ADI$HAS$INTU$LOW$NDSN$NVDA$TGT$TJX$URBN
Wire

Urban Outfitters, DoorDash Enter On-Demand Retail Partnership

Urban Outfitters (URBN) said Wednesday it has entered a nationwide partnership with DoorDash (DASH) to expand into on-demand retail, particularly targeting Gen Z consumers.Consumers can now shop Urban Outfitters' fashion, beauty, and lifestyle products directly through DoorDash, the company said.The companies will roll out "Deliver Joy," a multi-touchpoint program with immersive activations, exclusive offers, and graduation-focused experiences nationwide, according to the statement.Price: $66.29, Change: $-0.72, Percent Change: -1.07%

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