财务数据和关键指标变化 - 第一季度总销售额增长8%至12亿美元,创下第一季度新纪录 [16] - 零售分部同店销售增长5% [16] - Nuuly业务收入增长强劲,订阅用户增加56% [17] - 批发分部收入增长3% [17] - 毛利率同比增加106个基点至34.4% [19] - 营业利润增长11%至7900万美元,每股收益增长23%至0.69美元 [21] 各条业务线数据和关键指标变化 Anthropologie - 零售分部同店销售增长10%,总收入增长11% [22] - 服装、鞋类和配饰类别同店销售均实现双位数增长,家居类别下降 [23] - 新客户和活跃客户均增长超过18% [24] - 创下第一季度营业利润新纪录 [24] Free People - 零售分部同店销售增长17% [25] - FP Movement品牌同店销售增长25% [25] - 批发分部收入增长6% [26] - 创下第一季度营业利润新纪录 [26] Urban Outfitters - 零售分部同店销售下降14% [28] - 数字渠道和实体店渠道以及所有产品类别均出现双位数下降 [28] - 4月和5月份,配饰和家居类别在北美地区实现正增长 [29] - 计划在第二季度清理滞销存货,为重要的返校和假期销售季做准备 [29] - 数字渠道新客户和总客户数出现增长,是近期的积极迹象 [30] Nuuly - 活跃订阅用户增加5万,达到24.4万 [31] - 开始向密苏里州的第二个配送中心过渡,将提高总体配送能力 [32] - 预计第二季度实现小额盈利,全年实现盈利 [33] 各个市场数据和关键指标变化 - 欧洲市场Urban Outfitters品牌同店销售下降幅度收窄,Anthropologie和Free People品牌表现强劲 [80][81] 公司战略和发展方向及行业竞争 - 公司正在对Urban Outfitters品牌进行战略评估,包括调整门店规模和营销策略等 [84][85] - 公司相信能够逐步扭转Urban Outfitters品牌的局面,并将在8月份电话会议上提供更多细节 [84][85] 管理层对经营环境和未来前景的评论 - 公司认为消费者目前处于良好状态,工作稳定,收入略高于通胀 [13] - 消费者情绪从去年的兴奋转为更加理性和可持续的热情 [13] - 公司对第二季度的零售分部同店销售增长持谨慎乐观态度,预计增长低个位数 [18] - 公司预计全年毛利率将同比增长50-100个基点 [36][69] 问答环节重要的提问和回答 问题1 **Adrienne Yih 提问** 询问各品牌在流行趋势"小上大"的转变中的表现 [44] **Richard Hayne、Shea Jensen、Tricia Smith 回答** 各品牌正在积极拥抱这一流行趋势,并在产品设计和陈列上进行相应调整 [45][46][47][48][50] 问题2 **Matthew Boss 提问** 询问Urban Outfitters品牌的存货和毛利率情况 [57][58][59] **Melanie Marein-Efron、Frank Conforti 回答** 公司正计划在第二季度进行更大力度的清仓促销,以确保存货结构更加健康,为重要的返校和假期销售季做好准备 [57][58][59] 问题3 **Katie Delahunt 提问** 询问Urban Outfitters品牌最近的销售趋势改善原因 [71][72] **Melanie Marein-Efron 回答** 数字渠道新客户增长是品牌销售趋势改善的主要原因,同时欧洲市场也有所好转 [72][73]

文章核心观点 - 公司本季度收入为12亿美元,同比增长7.8% [1] - 公司本季度每股收益为0.69美元,同比增长23.2% [1] - 公司的收入和每股收益均超出了分析师的预期 [2] 公司运营情况 门店数量 - Free People门店数量为199家,低于分析师预期的207家 [5] - Urban Outfitters门店数量为264家,高于分析师预期的260家 [6] - Anthropologie门店数量为238家,略低于分析师预期的239家 [7] 同店销售 - 公司整体同店销售同比增长4.6%,高于分析师预期的2.8% [8] - Urban Outfitters品牌同店销售同比下降13.7%,略低于分析师预期的13.6% [9] 品牌销售 - Urban Outfitters品牌销售额为2.7亿美元,同比下降12.5% [10] - Anthropologie品牌销售额为5.26亿美元,同比增长11.1% [11] - Free People品牌销售额为3.19亿美元,同比增长16.4% [12] - Nuuly品牌销售额为7794万美元,同比增长51.4% [13] - Menus & Venues品牌销售额为746万美元,低于分析师预期 [14] 销售渠道 - 零售业务销售额为10.6亿美元,同比增长5.8% [14] - 批发业务销售额为6011万美元,同比增长3.5% [15]

Urban Outfitters (URBN) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 40.82%. A quarter ago, it was expected that this clothing and accessories retailer would post earnings of $0.73 per share when it actually produced earnings of $0.69, delivering a surprise of -5.48%. Over the las ...

PHILADELPHIA, May 21, 2024 (GLOBE NEWSWIRE) -- Urban Outfitters, Inc. (NASDAQ:URBN), a leading lifestyle products and services company which operates a portfolio of global consumer brands including the Anthropologie, Free People, FP Movement, Urban Outfitters and Nuuly brands, today announced net income of $61.8 million and record first quarter earnings per diluted share of $0.65 for the three months ended April 30, 2024. For the three months ended April 30, 2024, adjusted net income was $65.5 million and a ...

PHILADELPHIA, May 21, 2024 (GLOBE NEWSWIRE) -- Urban Outfitters, Inc. (NASDAQ:URBN), a leading lifestyle products and services company which operates a portfolio of global consumer brands including the Anthropologie, Free People, FP Movement, Urban Outfitters and Nuuly brands, today announced net income of $61.8 million and record first quarter earnings per diluted share of $0.65 for the three months ended April 30, 2024. For the three months ended April 30, 2024, adjusted net income was $65.5 million and a ...

Westfield LONDON,ENGLAND - February 2024: Urban Outfitters store sign External Store Sign London, ... [+] England. (Photo by Peter Dazeley/Getty Images) Getty Images Note: Urban Outfitters’ FY’24 ended in January 2024. Urban Outfitters (NASDAQ NASDAQ : URBN), a lifestyle retailer focusing on young adults and teenagers, is scheduled to report its first-quarter fiscal 2025 (year ending January 2025) results on Tuesday, May 21. We expect the company stock to likely trade higher with revenue and earnings beatin ...

The upcoming report from Urban Outfitters (URBN) is expected to reveal quarterly earnings of $0.49 per share, indicating a decline of 12.5% compared to the year-ago period. Analysts forecast revenues of $1.17 billion, representing an increase of 4.9% year over year. The consensus EPS estimate for the quarter has undergone a downward revision of 0.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during thi ...

Urban Outfitters (URBN) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended April 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 21 ...

公司战略定位和品牌发展 - Urban Outfitters Inc. (URBN) 通过全面和创新的方法，战略地定位自己在2025财年实现持续增长和市场领导地位[1] - 公司专注于提升其FP Movement和Nuuly品牌，反映了对消费者偏好和市场趋势的深刻理解，特别是在运动服装和可持续时尚领域[1] - Urban Outfitters计划通过战略的店铺扩张、优化店铺规模和扩大批发合作伙伴关系来加强FP Movement的成功[4] 财务表现和资本管理 - 公司在财务上强劲，拥有可观的现金储备和资本管理的纪律性，有能力执行战略举措并应对潜在的市场变化[3] - 公司在财务上表现强劲，截至2024年1月31日，现金178百万美元，市场证券287百万美元[9] - Urban Outfitters有效管理财务，实现了可观的现金生成，并未使用其3.5亿美元的信贷额度[10] 品牌服务和业务发展 - Nuuly，URBN的租赁和二手服装服务，已大大超出预期，订阅者平均增长56%，第四季度部门收入增长69.1%[6] - Urban Outfitters在2024财年执行了谨慎的零售扩张，重点放在Free People、FP Movement和Anthropologie品牌上[9] - 公司的强劲业务策略、零售扩张计划和坚实基础为其未来带来了积极迹象[14]

Urban Outfitters, Inc. (NASDAQ:URBN) stock is 2.9% lower to trade at $36.94 this morning, following a bear note from Jefferies. The analyst downgraded the apparel retailer to "underperform" from "hold," while lowering its price target by $10 to $32, citing slowing foot traffic at the company's branded stores. URBN is trading at its lowest level since Jan. 8, but the shares' 200-day moving average is keeping today's pullback in check. Over the last month, Urban Outfitters has shed nearly 15%, and is close to ...