$URBN

Indian equities extended gains for a fourth session on easing crude oil, sustained FII inflows and broad sector buying. BSE Sensex rose 544.39 points to 78,639.03 and Nifty 50 gained 390.70 points to 24,774.30. Infosys, Axis Bank and ICICI Bank led. Auto and earnings movers included Ashok Leyland, Tata Motors and Urban Company. RBI MPC starts Aug 3.

The article says Gen Z shoppers ages 14 to 29 are increasing mall visits for in-person experiences, citing Placer.ai and interviews. It highlights Urban Outfitters expanding a Gen Z-focused store format to more U.S. locations, and Edikted growing physical stores and targeting 30 to 40 flagships. It also notes Coach’s Gen Z-driven momentum under Tapestry, including double-digit in-store sales growth and new Coach Coffee shops.

Urban Company Limited reported unaudited Q1 FY27 (ended June 30, 2026) results. Consolidated revenue from operations rose 43.86% YoY to ₹528.34 crore, with consolidated net loss narrowing to ₹92.12 crore. Consolidated expenses were ₹639.88 crore. Segment revenue grew across India Consumer Services, Native, and International, while InstaHelp remained loss-making. Shares last traded at Rs. 129.35 on BSE.

Stocks were pressured as Middle East hostilities raised inflation risk. Bloomberg Intelligence expects Q2 earnings to rise about 23%, with AI spending driving much of S&P 500 EPS growth. Markets priced a 17% chance of a 25 bp FOMC hike on July 28-29. Rates rose after crude oil rallied; homebuilders fell, while chip and crypto-linked shares gained.

Markets were mixed overseas as investors priced a 14% chance of a 25 bp Fed hike at the July 28-29 meeting. US 10-year yields rose to 4.576% as chip and AI stocks gained, lifting SOXX over 1% and shares like SNDK, WDC, MRVL, INTC and AMD. Several single-stock moves followed upgrades, targets, and DPZ Q2 revenue of $1.19B.

US equity futures rebounded as Iran’s Foreign Ministry said it received mediator proposals on the US conflict. S&P 500 futures rose 0.5% and Nasdaq futures 1%. Oil was lower premarket (WTI down, Brent about $87/bbl). Multiple stocks moved on earnings, upgrades, and deal news, including AMC, Domino’s, Hut 8, Iren, LXP, and DPZ. Hyperscaler earnings are a key catalyst this week.

A roundup of Monday analyst actions includes Morgan Stanley reiterating Nvidia (overweight) and Broadcom (overweight), with a focus on data center memory-cycle signals. BMO downgraded Charles Schwab to market perform. Cantor reiterated Tesla overweight ahead of earnings. Other calls include price targets for Versigent, Crane, Lumentum, and Apple, plus initiations for BP and TotalEnergies.

Premarket movers included SpaceX shares up over 1% after it moved a Starship launch attempt to Thursday. Alibaba rose more than 3% after previewing Qwen3.8 Max. Domino’s gained over 7.5% despite a Q2 earnings miss, citing better revenue and order growth. Hut 8 jumped 12% on a $9.8B 15-year data center lease. Semiconductors rebounded, with SOXX up over 2% and AMD, Micron, Marvell, and Intel higher.

Shares of Victoria’s Secret, Lululemon, and Urban Outfitters fell in the morning after President Trump said an Iran ceasefire was “over” and vowed to respond, lifting oil prices. Higher energy costs and import and shipping risks were cited as pressuring discretionary apparel demand and retail valuations. VSXY fell 3.8%, LULU 3.1%, URBN 3.6%.

Stocks rose after President Trump reversed course on planned strikes against Iran, easing market fears. The S&P 500 gained 1.4% and Nasdaq 1.8%, while oil fell over 3% and the 10-year Treasury yield eased. Abercrombie & Fitch (ANF) rose 5.4% and Urban Outfitters (URBN) rose 5.2%.