Egan Mary sold $51K of URBN

Zumiez (ZUMZ) reported $209M revenue, down 2.5% YoY, missing estimates. Guidance missed significantly. Stock down 19.4% to $13.46. Lululemon (LULU) reported $2.42B revenue, down 4.3% YoY, missing estimates. Guidance also missed. Stock down 18.9% to $98.79. Urban Outfitters (URBN) reported $1.66B revenue, up 10.4% YoY, beating estimates. Mixed quarter. Stock down 8.6% to $75.86.

Urban Outfitters (URBN) reported Q2 2026 net sales of $1.66B, up from $1.50B YoY, with net income rising to $240.7M. The company's GF Score is 91/100, but its stock is deemed 11.9% overvalued. Strengths include a diverse brand portfolio and strong financial performance, while weaknesses involve high insider selling and inventory management challenges. Opportunities lie in subscription services and international expansion, but threats include trade policy volatility and intense competition.

Urban Outfitters Inc reported 3Q 2026 revenue of $1.662B, up 10.5% YoY, and EPS of $2.78, up 76% YoY. Growth was driven by retail, digital channels, and a one-time tariff refund. Year-to-date net sales rose 10.9% to $3.14B. The company plans 54 store openings in fiscal 2027 and $475M in capital expenditures.

Urban Outfitters (URBN) reported Q2 2026 net sales of $1.66B, up from $1.50B YoY, with net income rising to $240.7M from $143.9M. EPS grew to $2.78 from $1.58. Results were boosted by a $100.1M tariff refund and a $16.2M tax benefit. Cash and cash equivalents increased to $598.8M, and the company repurchased $300M in shares.

Urban Outfitters (URBN) reported Q2 2026 net sales of $1.66B, up from $1.50B YoY, with net income rising to $240.7M from $143.9M. EPS was $2.81, up from $1.60. Results included a $100.1M tariff refund benefit. Q1 2027 saw net sales of $1.48B, up from $1.33B, with net income of $115.7M and EPS of $1.30. The company repurchased 4.6M shares for $300M and expects $100M in tariff refunds for fiscal 2027.

Urban Company, a home services platform, reported a 44% YoY revenue growth to ₹528 Cr in Q1 FY27 but a ₹92 Cr loss. Its net transaction value (NTV) reached ₹1,465 Cr. The company earns from fees charged to both consumers and professionals, with commissions accounting for 28.3% of professionals' earnings. Urban Company's InstaHelp business, despite growth, contributed to losses due to high-frequency, lower-ticket bookings. Management expects InstaHelp to remain unprofitable for years.