Stripe与URBN合作 - Stripe与URBN合作推出支付合作伙伴关系，旨在为包括Urban Outfitters、Anthropologie、Free People和FP Movement在内的零售商提供更一致的结账体验[1] - URBN将其大部分北美支付交易量整合到Stripe上，以提高授权率、可靠性、数据分析精度，并为未来支付创新提供更多潜力[3] - URBN将使用Stripe的优化结账套件，根据客户的设备类型、位置、语言等因素显示最相关的支付方式，以帮助避免错失销售机会[5]

Shana Novak/DigitalVision via Getty Images Summary This post is to provide an update on my thoughts on Urban Outfitters' (NASDAQ:URBN) business and stock. I give a buy rating to URBN, as 70% of the business continues to show very strong fundamental performance. Both the Free People and Anthropologie brands grew in the range of low to high teens, which sustained 2-year stack growth to 30+ and 20+%, respectively. Even in this state of macro backdrop, these brands were able to demonstrate such growth, leading ...

Investors interested in stocks from the Retail - Apparel and Shoes sector have probably already heard of Urban Outfitters (URBN) and Ermenegildo Zegna N.V. (ZGN) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors sto ...

Zacks Premium - Zacks Premium提供多种方式帮助投资者更加聪明和自信[2] Zacks Style Scores - Zacks Style Scores是一组辅助指标，帮助投资者选择未来30天内市场表现最佳的股票[3] - Style Scores分为价值评分、成长评分、动量评分和VGM评分，分别帮助价值投资者、成长投资者和动量投资者选择股票[5][6][7][8] Zacks Rank - Zacks Rank利用盈利预期修订的力量帮助投资者创建成功的投资组合[9] - 拥有Zacks Rank 1或2以及A或B的Style Scores的股票具有最高成功概率[12] URBN - URBN是一家Zacks Rank 2 (Buy)的公司，具有VGM评分A，值得投资者关注[15][18]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time. Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potent ...

财务表现 - Urban Outfitters (URBN)第四季度调整后每股收益为0.69美元，低于预期的0.74美元[2] - Urban Outfitters季度销售同比增长了7%，季度收益同比增长了47%[3] - 公司2023年销售增长超过7%，收益增长79%至每股3.05美元[4] 未来展望 - 分析师预计Urban Outfitters未来五年的年化收益增长率至少为18%[5] - Urban Outfitters管理层未来销售和收益未给出具体指导，但CEO表示“早春”销售表现良好[5] - 只要Urban Outfitters达到增长目标，其估值足够便宜，可以继续推荐购买[6]

财务表现 - Urban Outfitters, Inc. (URBN)第四季度财报显示，底线未达到Zacks Consensus Estimate，但较上一财年同期有所改善[1] - 调整后的每股收益为69美分，低于Zacks Consensus Estimate的73美分，但较上一财年同期增长了81.6%[3] - 调整后的净销售额为15亿美元，较上一财年同期增长了8%[4] 股价表现 - 公司股价在过去三个月中上涨了32.4%，高于行业17%的增长[2]

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...

财务数据和关键指标变化 - 公司总销售额增长8%至15亿美元,创下第四季度新纪录 [13] - 毛利润增长20%至4.52亿美元,毛利率提升293个基点至30.2% [16] - 营业利润大幅增长90%至8100万美元,净利润增长84%至6600万美元或每股0.69美元 [20] 各条业务线数据和关键指标变化 - Anthropologie品牌零售业务同店销售增长12%,新客户增长26% [21][24] - Free People品牌零售业务同店销售增长19%,FP Movement同店销售增长45% [25][26] - Urban Outfitters品牌零售业务同店销售下降14% [28] - Nuuly业务收入和订阅者增长强劲,第四季度实现首次盈利 [31][32] 各个市场数据和关键指标变化 - 北美和欧洲市场Urban Outfitters品牌同店销售均出现双位数下滑 [28] - Anthropologie和Free People品牌在北美市场表现强劲 [21][25] 公司战略和发展方向及行业竞争 - 公司正在对Urban Outfitters品牌进行全面战略评估,包括目标客户、门店规模等各方面 [103][131] - 公司计划在未来一年内开设25家FP Movement、13家Free People和14家Anthropologie新店 [50] - 公司认为Nuuly业务有望成为下一个10亿美元品牌 [111] - 公司正在探索如何提高供应链效率,缩短从设计到客户的时间 [132] 管理层对经营环境和未来前景的评论 - 管理层认为消费者整体处于良好状态,虽然对某些类别需求有所下降,但仍乐观且愿意消费 [70][71] - 管理层对Anthropologie、Free People和Nuuly品牌的未来前景持乐观态度,预计未来一年可实现中单位数同店销售增长 [38][57][60][62] - 管理层认为Urban Outfitters品牌有望在今年内实现扭亏为盈,但需要一定时间 [30][54] 问答环节重要的提问和回答 问题1 **Lorraine Maikis 提问** 新任命的Shea Jensen和Dmitri Siegel能否快速影响Urban Outfitters品牌的产品和营销 [77] **Sheila Harrington 回答** Shea和Dmitri正高度关注9月的重要销售季,希望在此期间带来较大影响,但也在全面审视业务的各个方面 [78] 问题2 **Matthew Boss 提问** 公司如何看待Anthropologie品牌成功吸引更年轻客户群,以及如何实现Urban Outfitters品牌的转型 [80] **Richard Hayne 回答** Anthropologie通过调整产品组合和营销吸引到更年轻客户群,而Urban Outfitters品牌的关键在于建立正确的领导团队,公司正在进行全面的品牌评估 [81][82] 问题3 **Adrienne Yih 提问** Anthropologie品牌向年轻化发展是否会影响到Urban Outfitters品牌的高端客户群,公司是否考虑精简Urban Outfitters门店 [87] **Richard Hayne 回答** 公司研究发现Anthropologie和Urban Outfitters品牌的客户群重叠较小,但Free People品牌可能会有一些客户群重叠 [89] **Frank Conforti 回答** 公司认为所有品牌都还有提升毛利率的空间,Urban Outfitters品牌的毛利率改善将是最大的机会 [91]