Urban Outfitters Future Growth
Future criteria checks 1/6
Urban Outfitters is forecast to grow earnings and revenue by 6.5% and 6.9% per annum respectively. EPS is expected to grow by 8.5% per annum. Return on equity is forecast to be 14.9% in 3 years.
Key information
6.5%
Earnings growth rate
8.55%
EPS growth rate
| Specialty Retail earnings growth | 9.9% |
| Revenue growth rate | 6.9% |
| Future return on equity | 14.85% |
| Analyst coverage | Good |
| Last updated | 21 May 2026 |
Recent future growth updates
Recent updates
Narrative Update • May 07
URBN: Brand Momentum And Lifestyle Partnerships Will Face Valuation And Execution Constraints
Urban Outfitters' fair value estimate moves modestly higher to $67.00 from $65.06 as analysts factor in updated P/E comparisons to peers, continued strength at Free People and Anthropologie, the growth potential of Nuuly and improving signals at the core Urban Outfitters brand, even as several firms trim their published price targets to align with sector multiples. Analyst Commentary Recent Street research shows that while many analysts see solid brand momentum across the portfolio, several are also tempering expectations by pulling back price targets to align more closely with sector multiples and perceived execution risks.
Narrative Update • Apr 20
URBN: Brand Execution And Rental Platform Will Support Further Upside Potential
Urban Outfitters' analyst price target has moved slightly lower to $82.50, with analysts pointing to strong contributions from Free People, Anthropologie and Nuuly. They are also aligning valuation more closely with peer average multiples and maintaining a measured stance on riskier ideas.
Narrative Update • Apr 05
URBN: Portfolio Strength And Rental Platform Will Support Future Earnings Power
Analysts have trimmed their average Urban Outfitters price target by a few dollars to better align with peer P/E multiples, even as they highlight strength at Free People and Anthropologie, a constructive view on Nuuly, and improving trends following the holiday period. Analyst Commentary Recent research points to a more measured stance on valuation, with price targets adjusted closer to peer P/E multiples, while still highlighting areas where the story looks constructive for long term growth and execution.Narrative Update • Mar 22
URBN: Brand Execution And Rental Platform Expansion Will Support Further Upside
Analysts have trimmed their average price targets on Urban Outfitters by single digits, placing them in a roughly $75 to $85 range. They point to strong contributions from Free People and Anthropologie, growth potential at Nuuly, and a more constructive tone from management, while also aligning multiples more closely with peers and acknowledging that investors may still view the stock as a higher risk idea.Narrative Update • Mar 06
URBN: Brand Execution And Margin Discipline Will Support Further Upside
Analysts have trimmed their blended price target on Urban Outfitters by $2 to $83, citing a shift toward peer average P/E multiples. They also highlight ongoing strengths at Free People, Anthropologie and Nuuly, along with a healthier flagship recovery.Seeking Alpha • Feb 26
Urban Outfitters: Ideal Specialty Retailer With Upside
Summary Urban Outfitters, Inc. delivered record Q4 revenue of $1.80B, up 9.8% year-over-year, with strong comps and margin expansion. Comparable sales rose 5.5% overall, with notable gains across Urban Outfitters, Free People, and Anthropologie brands, and a 42.6% surge in subscription segment sales. Adjusted EPS climbed to $1.43 in Q4 and $5.44 for the year, up 35%, reflecting robust operating leverage and lower markdowns. We reiterate a Buy rating for URBN, citing attractive valuation at 11x forward EPS, ongoing buybacks, a debt-free balance sheet, and projected 8% sales growth for FY2026. Read the full article on Seeking AlphaNarrative Update • Feb 20
URBN: Q3 Margin Execution And Topline Momentum Will Support Further Upside
Urban Outfitters' updated analyst price target holds steady at $85.25, with recent Street research showing mixed revisions as analysts balance Q3 beats, ongoing topline momentum, and more cautious views on how much further the valuation multiple and margins can stretch. Analyst Commentary Recent research paints a mixed but constructive picture, with several firms lifting targets on the back of Q3 outperformance and one later trim suggesting expectations may have run ahead of what some see as sustainable on margins and the valuation multiple.Narrative Update • Feb 06
URBN: Q3 Portfolio Momentum Will Support Future Earnings Power Expansion
Narrative Update on Urban Outfitters Our analyst price target for Urban Outfitters has been raised by $4 to $102, as analysts factor in recent Q3 outperformance across sales and margins, continued topline momentum, and an updated view on valuation multiples, despite some mixed near term guidance and differing firm level target revisions. Analyst Commentary Recent research highlights a generally constructive stance on Urban Outfitters, with several bullish analysts lifting price targets after Q3 results and updated guidance.Narrative Update • Jan 23
URBN: Q3 Margin Strength And Brand Initiatives Will Support Future Upside
Analysts have nudged their average price target for Urban Outfitters higher to about $85, reflecting updated views that incorporate recent Q3 strength across sales, margins and category breadth, along with slightly more conservative P/E assumptions. Analyst Commentary Recent Street research on Urban Outfitters clusters around a similar theme, with most firms acknowledging Q3 outperformance while fine tuning their price targets and assumptions.Narrative Update • Jan 08
URBN: Q3 Strength And Mixed Q4 Margins Will Restrain Further Upside
Analysts have lifted their implied fair value estimate for Urban Outfitters shares from about US$47.28 to roughly US$65.06, citing stronger than expected Q3 topline momentum, broad based portfolio strength and margin performance. This supported a higher revenue growth outlook and slightly better profit margin assumptions, partly offset by a modestly higher discount rate and a lower future P/E multiple.Narrative Update • Dec 25
URBN: Broad Portfolio Momentum Will Support Stronger Margins And Share Repurchases
Analysts have nudged our Urban Outfitters fair value estimate higher to $98 from $93, citing stronger than expected Q3 topline momentum, broad based portfolio strength and better margin performance that supports a slightly richer but still disciplined forward multiple. Analyst Commentary Street research has turned more constructive on Urban Outfitters following the Q3 print, with multiple bullish analysts lifting price targets in response to better than expected execution and portfolio wide strength.Narrative Update • Dec 11
URBN: Q3 Topline Momentum Will Shape Mixed Margin And Multiple Expectations
Analysts have nudged their blended price target for Urban Outfitters modestly higher, toward the mid 80 dollar range, citing stronger than expected Q3 topline momentum, broad based portfolio strength, and better sales and margin performance that support only minor tweaks to growth, profitability, and valuation assumptions. Analyst Commentary Street research has turned incrementally more constructive on Urban Outfitters, with multiple firms lifting price targets on the back of a Q3 beat, stronger than anticipated portfolio momentum, and broad based category strength.Analysis Article • Dec 03
Urban Outfitters, Inc. (NASDAQ:URBN) Shares Fly 26% But Investors Aren't Buying For Growth
Urban Outfitters, Inc. ( NASDAQ:URBN ) shares have had a really impressive month, gaining 26% after a shaky period...Narrative Update • Nov 27
URBN: Topline Momentum And Q3 Outperformance Will Influence Near-Term Market Direction
Urban Outfitters' fair value estimate has increased from $79.67 to $83.50. Analysts attribute this change to stronger-than-expected Q3 results, solid topline momentum, and broad-based portfolio strength, which support a higher price target.Narrative Update • Aug 27
Opening 58 New Stores Will Expand Retail Footprint Of Free People And Anthropologie
Analysts have modestly raised Urban Outfitters' price target to $78, reflecting slight optimism despite increased sector risks and tariff concerns, with the updated fair value now at $78.00. Analyst Commentary Cautious outlook on the specialty apparel sector for the second half of 2025.Analysis Article • Aug 04
The Return Trends At Urban Outfitters (NASDAQ:URBN) Look Promising
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Analysis Article • Jul 05
Do Urban Outfitters' (NASDAQ:URBN) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • Jun 20
Is It Too Late To Consider Buying Urban Outfitters, Inc. (NASDAQ:URBN)?
Urban Outfitters, Inc. ( NASDAQ:URBN ), might not be a large cap stock, but it received a lot of attention from a...Analysis Article • Jun 01
Urban Outfitters, Inc. (NASDAQ:URBN) Shares Fly 28% But Investors Aren't Buying For Growth
Urban Outfitters, Inc. ( NASDAQ:URBN ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Apr 22
Urban Outfitters, Inc.: Rating Downgrade On Poor Macro Backdrop And Internal Struggles
Summary I am downgrading Urban Outfitters, Inc. from hold to sell due to a severely deteriorating macro backdrop and emerging risks. Consumer sentiment has plummeted, inflation expectations are high, and US-China trade tensions are escalating, all of which pressure household budgets and discretionary spending. Elevated inventory levels pose significant markdown risks, and I expect URBN's valuation to derate as the market realizes the earnings downside. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
Urban Outfitters: Anthropologie Shines, But Growing Margins May Cost Brand
Summary The consumer discretionary sector is hit hard, with Urban Outfitters down 16% in a month, pointing toward a prolonged period of volatility. URBN's valuation is low, with a forward P/E of 10.4X, but high short interest and polarized opinions suggest caution. Anthropologie's growth offsets Urban Outfitters' decline, but concerns about quality and high prices could impact long-term consumer loyalty. Economic risks, including lower consumer sentiment and rising unemployment, suggest avoiding URBN despite its strong balance sheet and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Urban Outfitters: Ready For A Breakout, This Stock Contains Value And Growth In One Package
Summary Urban Outfitters is a buy due to strong growth in Anthropologie and Free People, while its Nuuly subscription service is rapidly adding subs as Rent The Runway fades. The company is adeptly managing its retail footprint, adding new stores for growing brands while closing underperforming Urban Outfitters locations. At a 13.0x FY25 P/E, Urban Outfitters offers solid earnings growth potential at a reasonable price despite risks from changing fashion trends and Nuuly's subscriber volatility. At a 13.0x FY25 P/E, Urban Outfitters offers solid earnings growth potential at a reasonable price, despite risks from changing fashion trends and Nuuly's subscriber volatility. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Urban Outfitters: A Show Me Story
Summary Urban Outfitters is an SA Top 10 Quant pick for 2025. The apparel retailer has been steadily improving store productivity post-pandemic, but still has a long way to go to reach past levels. Consensus estimates do not expect the company to post a meaningful improvement in 2025, with EPS growth under 10%. If URBN can surprise the market and show that the turnaround has legs, the shares may gain a higher valuation. My YE25 price target of US$65 points to a Hold rating on modestly improving fundamentals. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Urban Outfitters Is Performing But The Stock Has Shifted To Overoptimism, Hold
Summary Urban Outfitters' stock is now considered slightly overvalued at $58, despite positive trends in most franchises and a 50% stock price rally post-Q3 results. Margin expansion, a key profit driver, is nearing its limit, and future improvements are unlikely, with potential contraction as Urban Outfitters targets Gen Z. The company's valuation has become aggressive, requiring 8% top-line growth at constant margins, which seems unrealistic given current 6% revenue growth and macro volatility. I maintain a Hold rating on URBN, noting the stock has left the fairly priced territory and is now slightly overvalued. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Urban Outfitters' Q3 Shows Great Margin Management, Resilient Sales
Summary Urban Outfitters reported strong Q3 results, as total retail sales were resilient amid a turbulent consumer confidence. The Nuuly platform's growth remained great. The Q3 performance showed great pricing management, leading to margin expansion. I still believe that higher, sustained margin levels require stabilizing Urban Outfitters brand traffic. The URBN stock remains roughly fairly valued in a base financial scenario. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Urban Outfitters Q2 2025 Scare Led To A More Fairly Priced Stock. Still A Hold But More Interesting
Summary Urban Outfitters' 2Q25 results disappointed due to worsening trends in July and August, leading to higher promotional activity and lower sales growth. The company is doing very well in Anthropologie, Free People, and Nuuly, while Urban Outfitters (the brand) is more challenged. Future growth will be more challenging because of the cycle and because margin expansion opportunities are more scarce. URBN's current valuation offers a 10% earnings yield, but consumer cycle risks and uncertain margin improvements justify a Hold rating. Read the full article on Seeking Alpha
New Narrative • Sep 04
Revitalizing Brand Positions And Expanding Footprints Set To Propel Retail Growth
Expansion across retail, wholesale, and Nuuly, alongside disciplined inventory and targeted marketing, indicates potential for improved margins and revenue growth.Seeking Alpha • Aug 23
Urban Outfitters Q2: Nuuly's Growth Is Exciting (Rating Upgrade)
Summary Urban Outfitters, Inc. reported Q2 results with similar retail sales momentum to Q1, carried by Anthropologie and Free People but pushed down by Urban Outfitters. The underlying margin expansion was great, although higher discounting activity in the Urban Outfitters brand combined with slower sales countered some margin expansion. The Nuuly subscription service showed accelerating subscriptions and growth, being an exciting development for the company with potentially great significance over the long term. Urban Outfitters' stock is now valued fairly. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Urban Outfitters: Great Q1, But I Am Not Ready To Buy
Summary Despite record-breaking Q1 results with 7.8% YoY net sales increase, the Urban Outfitters brand faced a 14% decline in net sales due to higher markdowns and lagging fashion trends. Nuuly's 51.4% net sales surge, and a 45% increase in subscribers, shows signs of long-term potential for this segment. Robust balance sheet, with steadily decreasing debt since 2019, a current ratio of 1.33, and valuation metrics indicating potential undervaluation compared to the sector, despite recent margin declines. Lack of recent insider buying activity and slow share buybacks raise my doubts about management's confidence in current share price, contributing to my Hold rating. Read the full article on Seeking AlphaEarnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 1/31/2029 | 7,560 | 602 | N/A | N/A | 5 |
| 1/31/2028 | 7,153 | 577 | 350 | 733 | 12 |
| 1/31/2027 | 6,697 | 536 | 203 | 660 | 12 |
| 4/30/2026 | 6,317 | 472 | 150 | 558 | N/A |
| 1/31/2026 | 6,165 | 465 | 315 | 575 | N/A |
| 10/31/2025 | 6,000 | 489 | 403 | 633 | N/A |
| 7/31/2025 | 5,832 | 475 | 399 | 590 | N/A |
| 4/30/2025 | 5,679 | 449 | 290 | 477 | N/A |
| 1/31/2025 | 5,551 | 402 | 320 | 503 | N/A |
| 10/31/2024 | 5,401 | 330 | 219 | 412 | N/A |
| 7/31/2024 | 5,320 | 310 | 242 | 462 | N/A |
| 4/30/2024 | 5,240 | 297 | 324 | 532 | N/A |
| 1/31/2024 | 5,153 | 288 | 310 | 509 | N/A |
| 10/31/2023 | 5,052 | 271 | 222 | 429 | N/A |
| 7/31/2023 | 4,946 | 226 | 213 | 386 | N/A |
| 4/30/2023 | 4,857 | 181 | 100 | 259 | N/A |
| 1/31/2023 | 4,795 | 160 | -57 | 143 | N/A |
| 10/31/2022 | 4,743 | 169 | -116 | 131 | N/A |
| 7/31/2022 | 4,699 | 221 | -130 | 132 | N/A |
| 4/30/2022 | 4,673 | 289 | -51 | 243 | N/A |
| 1/31/2022 | 4,549 | 311 | 97 | 359 | N/A |
| 10/31/2021 | 4,305 | 298 | 64 | 293 | N/A |
| 7/31/2021 | 4,143 | 286 | 173 | 366 | N/A |
| 4/30/2021 | 3,789 | 193 | 224 | 383 | N/A |
| 1/31/2021 | 3,450 | 1 | 127 | 286 | N/A |
| 10/31/2020 | 3,531 | -8 | 232 | 367 | N/A |
| 7/31/2020 | 3,549 | -29 | 155 | 328 | N/A |
| 4/30/2020 | 3,708 | -3 | -35 | 188 | N/A |
| 1/31/2020 | 3,984 | 168 | N/A | 274 | N/A |
| 10/31/2019 | 3,943 | 235 | N/A | 298 | N/A |
| 7/31/2019 | 3,929 | 257 | N/A | 289 | N/A |
| 4/30/2019 | 3,959 | 289 | N/A | 418 | N/A |
| 1/31/2019 | 3,951 | 298 | N/A | 447 | N/A |
| 10/31/2018 | 3,911 | 213 | N/A | 404 | N/A |
| 7/31/2018 | 3,830 | 180 | N/A | 399 | N/A |
| 4/30/2018 | 3,711 | 138 | N/A | 344 | N/A |
| 1/31/2018 | 3,616 | 108 | N/A | 303 | N/A |
| 10/31/2017 | 3,557 | 171 | N/A | 356 | N/A |
| 7/31/2017 | 3,527 | 173 | N/A | 378 | N/A |
| 4/30/2017 | 3,544 | 200 | N/A | 358 | N/A |
| 1/31/2017 | 3,546 | 218 | N/A | 415 | N/A |
| 10/31/2016 | 3,529 | 227 | N/A | 414 | N/A |
| 7/31/2016 | 3,492 | 231 | N/A | 435 | N/A |
| 4/30/2016 | 3,469 | 221 | N/A | 476 | N/A |
| 1/31/2016 | 3,445 | 224 | N/A | 420 | N/A |
| 10/31/2015 | 3,443 | 232 | N/A | 420 | N/A |
| 7/31/2015 | 3,432 | 227 | N/A | 351 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: URBN's forecast earnings growth (6.5% per year) is above the savings rate (3.5%).
Earnings vs Market: URBN's earnings (6.5% per year) are forecast to grow slower than the US market (16.8% per year).
High Growth Earnings: URBN's earnings are forecast to grow, but not significantly.
Revenue vs Market: URBN's revenue (6.9% per year) is forecast to grow slower than the US market (11.6% per year).
High Growth Revenue: URBN's revenue (6.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: URBN's Return on Equity is forecast to be low in 3 years time (14.9%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/21 04:07 |
| End of Day Share Price | 2026/05/21 00:00 |
| Earnings | 2026/04/30 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Urban Outfitters, Inc. is covered by 46 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Elizabeth Pierce Ladd | Ascendiant Capital Markets LLC |
| Mark Altschwager | Baird |
| Matthew McClintock | Barclays |