PHILADELPHIA, PA — Urban Outfitters, Inc. (NASDAQ: URBN) reported solid sales growth across its portfolio during the late-year shopping period, fueled by gains in digital and store traffic, surging subscription revenue, and strong momentum at its Free People brands.
The retailer said total company net sales for the two months ended December 31, 2025, rose 9% from the same period a year earlier. Retail segment net sales increased 7%, with comparable retail sales up 5%, driven by mid-single-digit growth in both online and brick-and-mortar channels.
By brand, comparable retail sales climbed 9% at Urban Outfitters, 5% at Free People, and 3% at Anthropologie. FP Movement posted an 18% jump in comparable sales, while the core Free People brand recorded a 1% increase.
Urban Outfitters’ subscription business delivered the strongest growth, with segment net sales surging 43% during the two-month period, driven largely by a 41% increase in average active subscribers compared with the prior year. Wholesale net sales rose 13%, led by higher Free People sales to department stores.
For the eleven months ended December 31, 2025, total company net sales increased 11% year over year. Retail segment net sales were up 8%, with comparable retail sales rising 6%, again supported by steady gains across digital and physical stores.
Subscription segment net sales jumped 51% over the eleven-month period, reflecting a 46% increase in average active subscribers. Wholesale net sales grew 15%, driven by expanded Free People sales to specialty retailers and department stores.
The company also continued to expand its physical footprint. During the eleven-month period, Urban Outfitters opened 58 new retail locations, including 36 Free People stores—21 of which were FP Movement locations—along with 13 Anthropologie stores and nine Urban Outfitters stores. Seven locations were closed, including five Urban Outfitters stores and two Free People stores.
The results highlight the company’s continued shift toward faster-growing concepts, subscription-driven revenue, and selective store expansion as it heads into the final stretch of fiscal 2025.
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