Urban Outfitters Inc.

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Insight Report | May 31, 2022 Premium

Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.

Deep Dive | May 20, 2022 Premium

Market Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit China

We analyze apparel and footwear specialty retail with a focus on the US, the UK and China. Our report includes five key growth drivers, leading companies, store numbers and more.

Store Tracker | May 4, 2022 Premium

US Store Tracker Extra, April 2022: US Retailers To Open More Than Three Times as Much Retail Space as They Close in 2022

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of April 29, 2022, versus the comparable period in 2021.

Store Tracker | April 8, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 14: US Store Openings Up 12% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 99 Ranch, Bass Pro and Trader Joe’s in the US and IKEA, Moss Bros and The Sofa Workshop in the UK.

Insight Report | April 5, 2022 Premium

4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain Disruptions

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers.

Deep Dive | March 28, 2022 Premium

4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers

We analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | March 8, 2022 Premium

Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong Results

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters.

Deep Dive | January 4, 2022 Premium

The US Handbag Market: Sustainability and Resale Drive Growth

Following recovery in 2021 to pre-crisis levels, we discuss the US handbag market, including our outlook for 2022 and beyond. We also cover the main market drivers, key trends and headwinds we are seeing.

Insight Report | January 3, 2022 Premium

3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.

Deep Dive | December 23, 2021 Premium

3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | December 6, 2021 Premium

The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?

As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption.

Insight Report | November 30, 2021 Premium

Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap.

Deep Dive | October 27, 2021 Premium

US Women’s Plus-Size Apparel Market: Extending Sizes, Expanding Categories

Retailers and brands are expanding their collections to address opportunities in the US women’s plus-size apparel market. We discuss such retail initiatives and present our expectations for the future growth of the market and its key drivers.

Deep Dive | October 25, 2021 Premium

Exploring the US Consumer Products Rental Market

We provide an overview of the US consumer products rental market, covering market players and growth drivers within five key segments. We also discuss three trends we are seeing in the market, plus potential headwinds.

Insight Report | October 6, 2021 Premium

2Q21 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year and on a Two-Year Basis

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q21 and assess how and why levels are changing. This quarter, many retailers posted improved inventory turnover levels year over year and on a two-year basis.