에 대한 최신 뉴스 Urban Outfitters (NASDAQ:URBN) 주식

Urban Outfitters

Founded in 1970, Philadelphia-based Urban Outfitters is an apparel and home goods retailer that operates more than 700 stores and e-commerce in the United States, which accounts for about 87% of sales, and other regions. Its retail nameplates are Urban Outfitters (23% of fiscal 2025 sales), Free People/Movement (26%), and Anthropologie (44%). Retail accounted for 88% of fiscal 2025 revenue, but Urban Outfitters also sells products through a wholesale operation, owns some restaurants, and operates a fast-growing clothing rental and resale business called Nuuly (7% of sales). Urban Outfitters primarily markets to young adults and offers products in categories such as apparel (66% of sales), home goods (16% of sales), accessories (13% of sales), and more.

Kuala,Lumpur,,Malaysia,-,December,01,,2023:,Interior,Shot,Of

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JP모건 애널리스트 매튜 보스(Matthew R. Boss)에 따르면, 1분기 소매업 펀더멘털은 예상에 근접한 추세를 보이고 있으며, 부활절이 있는 4월 말에 더 강력한 모멘텀이 나타날 조짐을 보이고 있다. 

JP모건 애널리스트 &#34;관세 압력 증가 시 소비자들은 할인 소매업체 찾을 것&#34;

Defending Tariffs Despite Market Reactions

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수요일 트럼프 대통령은 4월 5일부터 모든 수입품에 대해 10%의 관세를 부과하고 미국 상품에 장벽을 부과하는 &#39;주요 위반국&#39;으로 간주되는 약 60개국을 대상으로 상당히 높은 관세를 부과하는 등 세계 무역을 재편하고 미국 제조업 부흥을 목표로 하는 전면적인 관세 부과를 발표했다.

트럼프 관세 충격으로 폭락한 소매업체 주식은?

urban_outfitters

Trading Ideas

JP모건 애널리스트인 매튜 R. 보스는 어반 아웃피터스(NASDAQ:URBN) 주식에 대해 중립 등급을 다시 부여하고 목표주가를 54.00달러에서 56.00달러로 상향 조정했다.

어반 아웃피터스의 4분기 호실적, 애널리스트는 기후 변화로 인한 수요 변동 속 &#39;중립&#39; 의견

Urban Outfitters Inc

Across the recent three months, 8 analysts have shared their insights on Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>), expressing a variety of opinions spanning from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $58.62, a high estimate of $68.00, and a low estimate of $50.00. A decline of 2.5% from the prior average price target is evident in the current average. 
<img src="https://www.benzinga.com/files/images/story/2025/1746050464_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Urban Outfitters. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$55.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Matthew Boss</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$50.00</td>
<td>$56.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$54.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Adrienne Yih</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$68.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Mark Altschwager</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$65.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$59.00</td>
<td>$56.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$56.00</td>
<td>$56.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Urban Outfitters. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Urban Outfitters compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Urban Outfitters's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Urban Outfitters's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/URBN/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Urban Outfitters analyst ratings.</a>
<h2>About Urban Outfitters</h2>
Founded in 1970, Philadelphia-based Urban Outfitters is an apparel and home goods retailer that operates more than 700 stores and e-commerce in the United States, which accounts for about 87% of sales, and other regions. Its retail nameplates are Urban Outfitters (23% of fiscal 2025 sales), Free People/Movement (26%), and Anthropologie (44%). Retail accounted for 88% of fiscal 2025 revenue, but Urban Outfitters also sells products through a wholesale operation, owns some restaurants, and operates a fast-growing clothing rental and resale business called Nuuly (7% of sales). Urban Outfitters primarily markets to young adults and offers products in categories such as apparel (66% of sales), home goods (16% of sales), accessories (13% of sales), and more.
<h3>Urban Outfitters: A Financial Overview</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining Urban Outfitters's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 10.09% as of 31 January, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: Urban Outfitters's net margin excels beyond industry benchmarks, reaching 7.35%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 4.99%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.67%, the company showcases effective utilization of assets.
Debt Management: Urban Outfitters's debt-to-equity ratio is below the industry average. With a ratio of 0.44, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>What Are Analyst Ratings?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

The Analyst Verdict: Urban Outfitters In The Eyes Of 8 Experts

Wells Fargo analyst Ike Boruchow maintains Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) with a Equal-Weight and lowers the price target from $65 to $55.

Wells Fargo Maintains Equal-Weight on Urban Outfitters, Lowers Price Target to $55

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Select Sector SPDR-Consumer Discretionary

Shares of companies within the broader consumer discretionary sector are trading lower amid overall market weakness and investor concerns over deteriorating trade relationships.

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Shares of retail, apparel and e-commerce stocks are trading higher. Some stocks in the sector may be higher amid hopes of a US-China trade deal. Additionally, discount store stocks could be benefitting from broader economic concerns. E-commerce stocks may also be up up Chinese discount retailers Temu and Shein planning to increase prices.

More consumers are trading down, and a noticeable shift toward off-price and <a href="https://www.benzinga.com/topic/consumer-spending">discount retailers is emerging</a>.
What Happened: According to J.P. Morgan analyst Matthew R. Boss, retail fundamentals in the first-quarter are tracking close to expectations with signs of stronger momentum in late April due to the timing of Easter.
Apparel and footwear spending remained solid, boosted by affluent consumers and stable lower-income budgets, he says. Most retailers, however, are adopting a four-part strategy to offset new tariffs: renegotiating with suppliers, shifting sourcing, improving cost structures, and applying selective price hikes. 
Also Read: <a href="https://www.benzinga.com/25/04/44791936/whats-going-on-with-ionq-stock-today">What&#8217;s Going On With IonQ Stock Today?</a>
Here are some key takeaways from his April 14 report: 
<ul>
<li>Store expansion remains a key revenue driver for companies like Ollie&#8217;s Bargain Outlet Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>), Burlington Stores Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) and Boot Barn Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>).</li>
<li>Global brands such as Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>) and PVH Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) are reporting healthy order books and improving visibility.</li>
<li>The analyst reiterated a Neutral rating on the shares of PVH and lowered the price forecast from $91.00 to $87.00.</li>
<li>PVH is seeing macro-driven headwinds in North America and China, with North America DTC revenues down mid-single digits and China down mid-teens in February, partially stabilizing in March. Tariff exposure poses risk, with a potential EPS hit of $4.85.</li>
<li>Specialty retailers like Bath &amp; Body Works Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) and Urban Outfitters Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) benefit from product diversification and operational gains.</li>
<li>Cruise lines stay relatively insulated, seeing no major booking declines despite recent market volatility.</li>
<li>Brands with the highest exposure to China include American Eagle Outfitters Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>), Nike Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>, )) and Boot Barn; Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>), and VF Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) remain less affected.</li>
<li>Burlington shares have an Overweight rating and a lowered price forecast from $336 to $287. The company saw strong fourth-quarter performance led by lower-income shoppers, with solid comps across all income levels due to value-seeking behavior.</li>
<li>The analyst reiterated a Buy Overweight on the shares of Ross Stores Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) with a price forecast of $161.00. The company expects first-quarter same-store sales to decline 3% to flat, due to cold weather, delayed tax refunds, and consumer hesitation from policy headlines. However, trends improved in March/April, and full-year comps are projected at -1% to +2%, driven by seasonal historical strength and expected easing of first-quarter headwinds. ROST faces limited direct sourcing from China but still expects a modest tariff headwind.</li>
<li>The analyst reiterated a Neutral rating on the shares of Macy&#8217;s Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) and lowered the price forecast from $14.00 to $13.00. Despite progress reducing China sourcing (~30% now vs. ~50% historically), tariffs remain a risk for Macy&#8217;s, with a potential EPS headwind of up to $1.45.</li>
<li>The analyst maintained an Overweight rating on the shares of Lululemon Athletica Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) and lowered the price forecast to 4389.00. Lululemon expects +6–7% revenue growth in 1Q FY25. Due to macroeconomic concerns, U.S. traffic declined, though conversion rates and AOV improved. Lululemon faces a 20bps gross margin headwind from tariffs, though China accounts for only 3% of its finished goods. Assuming no mitigation, tariffs could cut EPS by $0.38, noted the analyst.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44774262/nikes-sneaker-buzz-and-tariff-risks-could-shape-its-future-says-analyst">Nike&#8217;s Sneaker Buzz And Tariff Risks Could Shape Its Future: Analyst</a></li>
</ul>
Image: Shutterstock

Consumers Go Discount As Tariff Pressures Mount, Warns Analyst

JP Morgan analyst Matthew Boss maintains Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) with a Neutral and lowers the price target from $56 to $50.

JP Morgan Maintains Neutral on Urban Outfitters, Lowers Price Target to $50

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Shares of broader consumer discretionary stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

U.S. stocks were higher, with the Dow Jones index surging over 300 points on Wednesday.
Shares of The Simply Good Foods Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMPL#NASDAQ">SMPL</a>) rose sharply during Wednesday's session following better-than-<a href="https://in.benzinga.com/25/04/44709659/why-packaged-food-company-simply-good-foods-stock-is-gaining-today">expected quarterly results</a>.
The company, led by CEO Geoff Tanner, reported second-quarter FY25 sales growth of 15% year-on-year to $359.65 million. It beat the analyst consensus estimate of $354.4 million. Adjusted EPS of 46 cents beat the consensus estimate of 40 cents.
The Simply Good Foods shares jumped 9.4% to $36.32 on Wednesday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Pacific Biosciences of California, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PACB#NASDAQ">PACB</a>) shares jumped 20% to $1.4399 after the company announced preliminary first quarter revenue and reiterated 2025 revenue guidance of $155 million to $170 million.</li>
<li>Peabody Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTU#NYSE">BTU</a>) gained 14.4% to $12.86. Shares of coal stocks traded higher after President Trump signed an executive order aimed at boosting the coal industry.</li>
<li>Nutex Health Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NUTX#NASDAQ">NUTX</a>) rose 12.7% to $95.75. Maxim Group analyst Anthony Vendetti maintained Nutex Health with a Buy and raised the price target from $75 to $100.</li>
<li>Kura Sushi USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KRUS#NASDAQ">KRUS</a>) climbed 11.9% to $46.40. Kura Sushi USA posted downbeat results for its second quarter. The company also said it sees FY25 total sales of $275 million to $279 million, versus market estimates of $280.741 million</li>
<li>IAMGOLD Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IAG#NYSE">IAG</a>) shares gained 11.5% to $6.48. Shares of precious metals stocks traded higher amid strength in gold and silver. Trade war concerns and macro uncertainty could lift demand for safe-haven assets.</li>
<li>Harmony Gold Mining Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMY#NYSE">HMY</a>) rose 11.1% to $14.40 amid strength in gold and silver. Trade war concerns and macro uncertainty could lift demand for safe-haven assets.</li>
<li>AngloGold Ashanti plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AU#NYSE">AU</a>) jumped 10% to $36.46. Shares of precious metals stocks traded higher amid strength in gold and silver. Trade war concerns and macro uncertainty could lift demand for safe-haven assets.</li>
<li>Coeur Mining, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CDE#NYSE">CDE</a>) rose 8% to $5.20. Shares of precious metals stocks traded higher amid strength in gold and silver. Trade war concerns and macro uncertainty could lift demand for safe-haven assets.</li>
<li>Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) gained 7.3% to $38.49 following upbeat quarterly results.</li>
<li>Akso Health Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AHG#NASDAQ">AHG</a>) gained 5.8% to $0.9257.</li>
<li>Urban Outfitters, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) rose 5.5% to $45.53. Citigroup analyst Paul Lejuez maintained Urban Outfitters with a Buy and lowered the price target from $65 to $54</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44709125/this-apple-analyst-is-no-longer-bearish-here-are-top-5-upgrades-for-wednesday">This Apple Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Wednesday</a></li>
</ul>
Photo via Shutterstock

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Simply Good Foods, Pacific Biosciences of California, Kura Sushi, Delta Air Lines And Other Big Stocks Moving Higher On Wednesday

Citigroup analyst Paul Lejuez maintains Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) with a Buy and lowers the price target from $65 to $54.

Citigroup Maintains Buy on Urban Outfitters, Lowers Price Target to $54

Shares of clothing and footwear retailers are climbing on Friday after President Donald Trump revealed that Vietnam is interested in negotiations<a href="https://www.benzinga.com/news/global/25/04/44632479/retail-stocks-slammed-as-trumps-tariff-plan-sends-shockwaves-through-sector"> to reduce tariffs. </a>
The Details: President Trump said in <a href="https://truthsocial.com/@realDonaldTrump/114280292618523684">a post</a> on Truth Social that he had a "very productive call" with To Lam, General Secretary of the Communist Party of Vietnam regarding possible negotiations to eliminate tariffs.&nbsp;
"Just had a very productive call with To Lam, General Secretary of the Communist Party of Vietnam, who told me that Vietnam wants to cut their Tariffs down to ZERO if they are able to make an agreement with the U.S. I thanked him on behalf of our Country, and said I look forward to a meeting in the near future," Trump wrote.
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44648338/strong-jobs-report-on-a-day-when-good-news-doesnt-matter-economist-says">Strong Jobs Report &#8216;On A Day When Good News Doesn&#8217;t Matter,&#8217; Economist Says</a>
Trump announced a steep 46% tariff on goods imported from Vietnam on Wednesday afternoon, which led to broad declines across the retail sector, which relies heavily on manufacturing in Vietnam. 
What Else: According to a Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-04-04/vietnam-asks-us-to-postpone-tariff-and-engage-in-negotiations-m923qrv7">report </a>from earlier Friday morning, Vietnam had asked the Trump administration to delay the 46% tariff on Vietnamese goods for up to three months to enable further negotiations to take place.
Deputy Prime Minister Ho Duc Phoc said that Vietnam would look to purchase more U.S.-made goods, including technology, in order to balance the trade relationship, according to a statement on the government's website.&nbsp;
Other government and central bank officials stated that Vietnam would consider removing trade barriers and taxes while continuing discussions with the United States, according to Bloomberg.&nbsp;&nbsp;
Stocks React: Nike, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), which manufactures about 25% of its goods in Vietnam, saw its stock pop more than 5% on the news Friday.&nbsp;
Several clothing and footwear companies are recovering some of Thursday's losses as well, including:&nbsp;
<ul>
<li>American Eagle Outfitters, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) </li>
<li>Capri Holdings Limited&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) </li>
<li>Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) </li>
<li>Gap, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) </li>
<li>Macy's Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) </li>
<li>Ralph Lauren Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) </li>
<li>Under Armour, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>) </li>
<li>Urban Outfitters, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) </li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/03/44517885/trump-slaps-25-tariffs-on-autos-what-it-means-for-your-next-car-purchase">Trump Slaps 25% Tariffs On Autos: What It Means For Your Next Car Purchase</a></li>
</ul>
Image: Shutterstock

Asia

Trump Reveals Vietnam Trade Talks As Nike Stock Rallies On Surprise Turnaround

The retail sector is under heavy selling pressure on Thursday as Wall Street digests President Donald Trump's tougher-than-anticipated <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44626421/trumps-reign-of-tariffs-unleashes-d-day-on-wall-street-analyst-warns-of-stagflation-risk">tariff plan.&nbsp;</a>
What To Know: Trump on Wednesday announced sweeping tariffs aimed at reshaping global trade and boosting American manufacturing, including a universal 10% tariff on all imports starting April 5 and&nbsp; significantly higher rates targeting around 60 countries deemed &#8220;major offenders&#8221; for imposing barriers on U.S. goods.&nbsp;
Many retailers and brands manufacture goods in China and Vietnam which now have effective tariffs rates of 54% and 46%, respectively. Stocks of companies that rely heavily on imports are experiencing significant declines as Wall Street digests the implications of the new tariff structure.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/global/25/04/44628368/trumps-tariffs-prompt-china-to-vow-countermeasures-experts-see-retaliation-likely">Trump&#8217;s Tariffs Prompt China To Vow &#8216;Countermeasures&#8217;: Experts See Retaliation Likely&nbsp;</a>
S&amp;P Global analysts recently warned that steep tariffs would affect retailers disproportionately and more severely than they had in the past.&nbsp;
&#8220;Broad-based tariffs could hurt more U.S. consumer products and retail companies this time around than in 2018,&#8221; analysts wrote.&nbsp;
&#8220;Price increases will be harder to pass along to the consumer this time around because of the recent inflation cycle and already weak consumer environment,&#8221; the analysts wrote, per The Street.&nbsp;
Approximately, one-third of footwear imports come in the U.S. from Vietnam, according to the Footwear Distributors and Retailers of America. Shares of footwear companies who manufacture in Vietnam, including Nike, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) and UGGS-parent Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) were down dramatically on Thursday.&nbsp;
Best Buy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) stock was on track for its worst day since March 2020. The electronics retailer sources approximately 60% of its goods from China with goods from Mexico also making up a significant percentage, <a href="https://www.thestreet.com/investing/stocks/s-p-global-reveals-stocks-hit-hardest-by-tariffs">according</a> to S&amp;P Global.&nbsp;
Five Below, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) also imports a large share of its goods and saw its stock price fall nearly 30% in Thursday's midday trading.&nbsp;
Lululemon Athletica, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) sources approximately 40% of its products from Vietnam and 17% from Cambodia, according <a href="https://qz.com/lululemon-nike-deckers-american-eagle-tariffs-1851774516">to data</a> from Quartz. Both countries have been hit with steep tariff rates &#8211; 46% for Vietnam and 49% for Cambodia.&nbsp;
William Blair analyst Sharon Zackfia said in a note Thursday that the tariffs could result in a 7% hit to Lululemon's margins if the company takes no action.&nbsp;
Several other retail stocks were tumbling in Thursday's midday trading, including:&nbsp;
<ul>
<li>American Eagle Outfitters, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>)&nbsp;</li>
<li>Capri Holdings Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>)&nbsp;</li>
<li>Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)&nbsp;</li>
<li>Macy&#8217;s Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>)&nbsp;</li>
<li>Ralph Lauren Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>)&nbsp;</li>
<li>Under Armour, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>)&nbsp;</li>
<li>Urban Outfitters, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>)&nbsp;</li>
</ul>
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/03/44537429/cathie-wood-doubles-down-on-2600-tesla-stock-price-prediction">Cathie Wood Doubles Down On $2,600 Tesla Stock Price Prediction</a></li>
</ul>
Image: Shutterstock

Retail Stocks Slammed As Trump's Tariff Plan Sends Shockwaves Through Sector

CANG

DLTR

REAL

SHOT

WOOF

Shares of companies within retail, apparel, and e-commerce industries are trading lower amid heavy selling pressure as markets react to President Trump's tariff announcements, which may hamper consumer spending.

<h3>Gainers</h3>
<ul>
<li>Wag Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PET#NASDAQ">PET</a>) stock moved upwards by 15.2% to $0.14 during Wednesday's after-market session. The company's market cap stands at $7.0 million. </li>
<li>Damon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DMN#NASDAQ">DMN</a>) shares rose 9.55% to $0.01. The company's market cap stands at $2.3 million. </li>
<li>Lixiang Education Hldg (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LXEH#NASDAQ">LXEH</a>) stock moved upwards by 7.29% to $24.9. The company's market cap stands at $29.0 million. </li>
<li>ECARX Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ECX#NASDAQ">ECX</a>) shares rose 5.77% to $1.19. The company's market cap stands at $441.1 million. </li>
<li>Envirotech Vehicles (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVTV#NASDAQ">EVTV</a>) stock increased by 5.07% to $0.26. The company's market cap stands at $4.2 million. </li>
<li>QVC Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QVCGA#NASDAQ">QVCGA</a>) shares rose 4.95% to $0.2. The market value of their outstanding shares is at $79.4 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) stock decreased by 23.9% to $189.89 during Wednesday's after-market session. The company's market cap stands at $3.5 billion. As per the news, the Q4 earnings report came out today. </li>
<li>Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) stock fell 12.61% to $29.47. The company's market cap stands at $3.7 billion. </li>
<li>Hour Loop (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOUR#NASDAQ">HOUR</a>) stock decreased by 10.96% to $1.3. The market value of their outstanding shares is at $45.6 million. </li>
<li>Five Below (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) stock declined by 10.44% to $72.99. The company's market cap stands at $4.0 billion. </li>
<li>Skechers USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>) stock fell 10.1% to $53.07. The market value of their outstanding shares is at $8.0 billion. </li>
<li>Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) shares decreased by 9.78% to $50.0. The company's market cap stands at $4.6 billion. 
See Also: <a href="http://www.benzinga.com/money/best-consumer-cyclical-stocks/" title="www.benzinga.com/money/best-consumer-cyclical-stocks/">www.benzinga.com/money/best-consumer-cyclical-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

EVTV

HOUR

LXEH

QVCGA

12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session

TSCO

Shares of retail, apparel, and e-commerce companies are trading higher. Investors may be interpreting the release of better-than-expected ADP employment data as a sign of strength for the industry.

Shares of e-commerce, retail, and apparel stocks are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$270.00</td>
<td>$26.2K</td>
<td>15.5K</td>
<td>110.5K</td>
</tr>
<tr>
<td>RIVN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$13.00</td>
<td>$117.4K</td>
<td>15.0K</td>
<td>9.0K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$205.00</td>
<td>$25.4K</td>
<td>6.2K</td>
<td>8.6K</td>
</tr>
<tr>
<td>CVNA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$200.00</td>
<td>$69.0K</td>
<td>2.0K</td>
<td>4.6K</td>
</tr>
<tr>
<td>F</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$10.35</td>
<td>$32.1K</td>
<td>2.8K</td>
<td>2.9K</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$27.00</td>
<td>$32.0K</td>
<td>7.1K</td>
<td>1.7K</td>
</tr>
<tr>
<td>GRPN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$18.00</td>
<td>$29.5K</td>
<td>40</td>
<td>1.1K</td>
</tr>
<tr>
<td>LOW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$220.00</td>
<td>$83.0K</td>
<td>54</td>
<td>1.0K</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$66.00</td>
<td>$31.1K</td>
<td>128</td>
<td>435</td>
</tr>
<tr>
<td>URBN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$52.00</td>
<td>$28.8K</td>
<td>9</td>
<td>362</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option sweep that happens to be bearish, expiring in 2 day(s) on March 28, 2025. This event was a transfer of 36 contract(s) at a $270.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $26.2K, with a price of $730.0 per contract. There were 15544 open contracts at this strike prior to today, and today 110570 contract(s) were bought and sold. 
• For RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we notice a call option sweep that happens to be bearish, expiring in 22 day(s) on April 17, 2025. This event was a transfer of 2609 contract(s) at a $13.00 strike. This particular call needed to be split into 54 different trades to become filled. The total cost received by the writing party (or parties) was $117.4K, with a price of $45.0 per contract. There were 15021 open contracts at this strike prior to today, and today 9015 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option trade with bullish sentiment. It expires in 9 day(s) on April 4, 2025. Parties traded 100 contract(s) at a $205.00 strike. The total cost received by the writing party (or parties) was $25.4K, with a price of $254.0 per contract. There were 6272 open contracts at this strike prior to today, and today 8636 contract(s) were bought and sold. 
• Regarding CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we observe a put option trade with bearish sentiment. It expires in 2 day(s) on March 28, 2025. Parties traded 200 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $69.0K, with a price of $345.0 per contract. There were 2036 open contracts at this strike prior to today, and today 4616 contract(s) were bought and sold. 
• For F (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), we notice a put option sweep that happens to be bearish, expiring in 2 day(s) on March 28, 2025. This event was a transfer of 1000 contract(s) at a $10.35 strike. This particular put needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $32.1K, with a price of $32.0 per contract. There were 2862 open contracts at this strike prior to today, and today 2946 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a call option trade with bullish sentiment. It expires in 22 day(s) on April 17, 2025. Parties traded 100 contract(s) at a $27.00 strike. The total cost received by the writing party (or parties) was $32.0K, with a price of $320.0 per contract. There were 7118 open contracts at this strike prior to today, and today 1734 contract(s) were bought and sold. 
• Regarding GRPN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRPN#NASDAQ">GRPN</a>), we observe a put option sweep with bearish sentiment. It expires in 9 day(s) on April 4, 2025. Parties traded 369 contract(s) at a $18.00 strike. This particular put needed to be split into 45 different trades to become filled. The total cost received by the writing party (or parties) was $29.5K, with a price of $80.0 per contract. There were 40 open contracts at this strike prior to today, and today 1187 contract(s) were bought and sold. 
• For LOW (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOW#NYSE">LOW</a>), we notice a put option trade that happens to be bearish, expiring in 9 day(s) on April 4, 2025. This event was a transfer of 1000 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $83.0K, with a price of $83.0 per contract. There were 54 open contracts at this strike prior to today, and today 1001 contract(s) were bought and sold. 
• Regarding NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we observe a call option trade with bullish sentiment. It expires in 37 day(s) on May 2, 2025. Parties traded 155 contract(s) at a $66.00 strike. The total cost received by the writing party (or parties) was $31.1K, with a price of $201.0 per contract. There were 128 open contracts at this strike prior to today, and today 435 contract(s) were bought and sold. 
• Regarding URBN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>), we observe a put option trade with bullish sentiment. It expires in 2 day(s) on March 28, 2025. Parties traded 360 contract(s) at a $52.00 strike. The total cost received by the writing party (or parties) was $28.8K, with a price of $80.0 per contract. There were 9 open contracts at this strike prior to today, and today 362 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

GRPN

RIVN

TSLA

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

Shares of retail, apparel, and e-commerce companies are trading higher amid overall market strength on reports of potentially narrowed or targeted tariffs, which may be easing investor concerns.

LIND

Shares of companies within the broader consumer discretionary sector are trading lower. The sector may be down on overall market concerns amid tariff uncertainty.

Investors with a lot of money to spend have taken a bullish stance on Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether this is an institution or just a wealthy individual, we don't know. But when something this big happens with URBN, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 10 options trades for Urban Outfitters.
This isn't normal.
The overall sentiment of these big-money traders is split between 20% bullish and 20%, bearish.
Out of all of the options we uncovered, 9 are puts, for a total amount of $368,718, and there was 1 call, for a total amount of $31,500.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $55.0 to $80.0 for Urban Outfitters over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Urban Outfitters stands at 292.67, with a total volume reaching 1,336.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Urban Outfitters, situated within the strike price corridor from $55.0 to $80.0, throughout the last 30 days.
<h3>Urban Outfitters Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741117538_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>URBN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$25.6</td>
<td>$25.1</td>
<td>$25.33</td>
<td>$80.00</td>
<td>$70.6K</td>
<td align="right">18</td>
<td align="right">28</td>
</tr>
<tr>
<td>URBN</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$5.0</td>
<td>$4.8</td>
<td>$4.9</td>
<td>$55.00</td>
<td>$65.6K</td>
<td align="right">495</td>
<td align="right">5</td>
</tr>
<tr>
<td>URBN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$2.0</td>
<td>$1.9</td>
<td>$1.9</td>
<td>$55.00</td>
<td>$45.6K</td>
<td align="right">617</td>
<td align="right">10</td>
</tr>
<tr>
<td>URBN</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$13.3</td>
<td>$12.9</td>
<td>$13.1</td>
<td>$65.00</td>
<td>$35.3K</td>
<td align="right">0</td>
<td align="right">79</td>
</tr>
<tr>
<td>URBN</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$13.6</td>
<td>$13.2</td>
<td>$13.4</td>
<td>$65.00</td>
<td>$34.8K</td>
<td align="right">0</td>
<td align="right">26</td>
</tr>
</tbody>
</table>

<h3>About Urban Outfitters</h3>
Founded in 1970, Philadelphia-based Urban Outfitters is an apparel and home goods retailer that operates more than 700 stores and e-commerce in the United States (87.5% of fiscal 2024 sales) and other regions. Its retail nameplates are Urban Outfitters, Free People, FP Movement, and Anthropologie. Retail accounted for 91% of fiscal 2024 revenue, but the firm also sells products through a wholesale operation, owns some restaurants, and operates a clothing rental and resale business called Nuuly (5% of sales). Urban Outfitters primarily markets to young adults and offers products in categories such as apparel (66% of sales), home goods (16% of sales), accessories (13% of sales), and more.
Having examined the options trading patterns of Urban Outfitters, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Current Position of Urban Outfitters</h3>
<ul>
<li>With a trading volume of 1,452,913, the price of URBN is down by -1.44%, reaching $58.01.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 77 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Urban Outfitters</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $62.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Wells Fargo persists with their Equal-Weight rating on Urban Outfitters, maintaining a target price of $65. 
&#x2A; An analyst from Barclays has decided to maintain their Overweight rating on Urban Outfitters, which currently sits at a price target of $68. 
&#x2A; Consistent in their evaluation, an analyst from Baird keeps a Neutral rating on Urban Outfitters with a target price of $62. 
&#x2A; Consistent in their evaluation, an analyst from Telsey Advisory Group keeps a Market Perform rating on Urban Outfitters with a target price of $59. 
&#x2A; An analyst from Telsey Advisory Group persists with their Market Perform rating on Urban Outfitters, maintaining a target price of $56. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Urban Outfitters with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Smart Money Is Betting Big In URBN Options

Barclays analyst Adrienne Yih maintains Urban Outfitters (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) with a Overweight and raises the price target from $63 to $68.

Barclays Maintains Overweight on Urban Outfitters, Raises Price Target to $68

Earnings

Press Releases

URBN Reports Record Q1 Sales and Earnings

URBN Reports Record Q2 Sales

URBN Reports Record Q3 Sales and Earnings

URBN Reports Record Holiday Sales

URBN Reports Record Q4 Sales and FY'25 Profits

American Eagle Outfitters, Inc. Common Stock

American Eagle Outfitters

Abercrombie & Fitch

Buckle

Boot Barn Holdings

Burlington Stores

Caleres

Citi Trends

Torrid Holdings

Designer Brands Inc. Class A Common Stock

Designer Brands

Foot Locker

Genesco

Guess

J.Jill

Lands' End

LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share

LuxExperience

RealReal

Ross Stores

Revolve Gr

Shoe Carnival

Stitch Fix

ThredUp

TJX Companies

Victoria's Secret

Zumiez

Wells Fargo

JP Morgan

Citigroup

Barclays

Baird

더 많은 소비자들이 소비를 줄이고 있으며, <a href="https://www.benzinga.com/topic/consumer-spending" target="_blank" rel="noopener">할인 소매업체로</a>의 눈에 띄는 이동이 나타나고 있다.
무슨 일 있었나: JP모건 애널리스트 매튜 보스(Matthew R. Boss)에 따르면, 1분기 소매업 펀더멘털은 예상에 근접한 추세를 보이고 있으며, 부활절이 있는 4월 말에 더 강력한 모멘텀이 나타날 조짐을 보이고 있다.
매튜 보스는 부유한 소비자와 안정적인 저소득층 예산에 힘입어 의류 및 신발 지출이 견조한 수준을 유지했다고 말했다. 그러나 대부분 소매업체들은 새로운 관세를 상쇄하기 위해 공급업체와의 재협상, 소싱처 전환, 비용 구조 개선, 선별적 가격 인상 적용 등 4가지 전략을 채택하고 있다.
매튜 보스의 4월 14일 보고서의 주요 내용은 다음과 같다.
<ul>
<li>매장 확장은 여전히 올리스 바겐 아울렛 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>), 벌링턴 스토어스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>), 부트 반 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>) 같은 기업의 주요 매출 동력이다.</li>
<li>버켄스탁 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>) 및 PVH(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) 같은 글로벌 브랜드들은 양호한 주문량과 가시성 개선을 보고하고 있다.</li>
<li>매튜 보스는 PVH 주식에 대한 중립 등급을 유지하고 목표주가를 91달러에서 87달러로 하향 조정했다.</li>
<li>PVH는 북미와 중국에서 거시적인 역풍을 맞고 있으며, 2월 북미 DTC 매출은 한 자릿수 중반, 중국은 10% 중반 감소했다가 3월에 부분적으로 안정세를 보이고 있다. 관세 노출은 잠재적으로 주당순이익(EPS)에 4.85달러의 타격을 줄 수 있는 위험을 초래한다.</li>
<li>배스앤바디웍스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) 및 어반 아웃피터스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) 같은 전문 소매업체는 제품 다각화와 운영상의 이점을 누리고 있다.</li>
<li>크루즈 여행사는 최근의 시장 변동성에도 불구하고 큰 예약 감소 없이 비교적 안정세를 유지하고 있다.</li>
<li>중국에 가장 많이 노출된 브랜드는 아메리칸 이글 아웃피터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>), 나이키(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) 및 부트 반(Boot Barn) 등이며 리바이 스트라우스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), 버켄스탁 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>), 그리고 VF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>)는 영향을 덜 받고 있다.</li>
<li>벌링턴 스토어스에 대한 비중확대 등급은 유지하고 목표주가는 336달러에서 287달러로 낮췄다. 벌링턴 스토어스는 가치 추구 행동으로 인해 모든 소득 수준에서 견고한 보상으로 저소득층 쇼핑객이 이끄는 강력한 4분기 실적을 보였다.</li>
<li>매튜 보스는 로스 스토어스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>)에 대한 비중확대 의견과 161.00달러 목표주가를 유지했다. 로스 스토어스는 추운 날씨, 세금 환급 지연, 정책 헤드라인으로 인한 소비자의 주저로 인해 1분기 동일 매장 매출이 3% 감소하여 보합세를 보일 것으로 예상하고 있다. 그러나 3~4월에는 추세가 개선되었으며, 계절적 요인에 따른 실적 호조와 1분기 역풍의 완화에 힘입어 연간 실적은 -1%에서 +2%로 예상된다. 중국으로부터의 직접 소싱이 제한적이지만 여전히 관세 역풍이 완만할 것으로 예상된다.</li>
<li>메이시스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>)에 대해 중립 등급을 다시 부여하고 목표주가는 14달러에서 13달러로 하향 조정했다. 중국 소싱이 감소하는 진전에도 불구하고(현재 ~30%, 과거 ~50%) 관세는 여전히 메이시스의 리스크로 남아 있으며, 최대 1.45달러의 잠재적 EPS 역풍이 발생할 수 있다.</li>
<li>룰루레몬 애슬레티카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>)에 대한 비중확대 등급을 유지했고, 목표주가는 389.00달러로 낮췄다. 룰루레몬은 2025회계연도 1분기에 +6~7%의 매출 성장을 예상하고 있다. 거시경제적 우려로 인해 미국 트래픽은 감소했지만 전환율과 평균 주문 금액(AOV)은 개선되었다. 룰루레몬은 완제품에서 중국이 차지하는 비중은 3%에 불과하지만 관세로 인한 총마진 역풍에 20bp 직면해 있다. 보스는 관세가 완화되지 않는다고 가정할 경우, 관세로 인해 주당순이익이 0.38달러 감소할 수 있다고 지적했다.</li>
</ul>
이미지: Shutterstock
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JP모건 애널리스트 "관세 압력 증가 시 소비자들은 할인 소매업체 찾을 것"

목요일(3일) 월스트리트가 도널드 트럼프 대통령의 예상보다 강력한 <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44626421/trumps-reign-of-tariffs-unleashes-d-day-on-wall-street-analyst-warns-of-stagflation-risk" target="_blank" rel="noopener">관세 계획</a>을 소화하면서 소매 부문은 매도 압력을 받았다.
알아야 할 내용: 수요일 트럼프 대통령은 4월 5일부터 모든 수입품에 대해 10%의 관세를 부과하고 미국 상품에 장벽을 부과하는 &#8216;주요 위반국&#8217;으로 간주되는 약 60개국을 대상으로 상당히 높은 관세를 부과하는 등 세계 무역을 재편하고 미국 제조업 부흥을 목표로 하는 전면적인 관세 부과를 발표했다.
많은 소매업체와 브랜드가 현재 각각 54%와 46%의 유효 관세율이 적용되는 중국과 베트남에서 상품을 제조하고 있다. 미국 증시가 새로운 관세 체계의 영향을 소화하면서 수입에 크게 의존하는 기업의 주가는 큰 폭으로 하락했다.
S&amp;P 글로벌 애널리스트들은 최근 가파른 관세가 소매업체에 과거보다 더 심각하고 불균형적인 영향을 미칠 것이라고 경고했다.
애널리스트들은 "광범위한 관세는 2018년보다 이번에는 더 많은 미국 소비재와 소매업체에 타격을 줄 수 있다"고 강조했다.
더스트리트(The Street)는 "최근의 인플레이션 사이클과 이미 취약한 소비 환경으로 인해 이번에는 가격 인상이 소비자에게 전가되기가 더 어려울 것"이라고 전했다.
미국 신발 유통 및 소매업 협회(Footwear Distributors and Retailers of America)에 따르면 미국 내 신발 수입의 약 3분의 1이 베트남에서 들어오며, 나이키(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), UGGS의 모회사인 데커스 아웃도어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) 등 베트남에서 제조되는 신발 회사들의 주가가 급락했다.
베스트바이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) 주가는 2020년 3월 이후 최악의 날을 맞이할 것으로 보인다. 전자 소매업체 베스트바이는 약 60%의 제품을 중국에서 조달하며, 멕시코에서 조달하는 제품도 상당한 비율을 차지한다고 <a href="https://www.thestreet.com/investing/stocks/s-p-global-reveals-stocks-hit-hardest-by-tariffs" target="_blank" rel="noopener">S&amp;P 글로벌</a>이 전했다.
파이브 빌로우(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>)도 많은 제품을 수입하고 있으며, 목요일 거래에서 주가가 27.81% 폭락했다.
룰루레몬 애슬레티카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>)는 제품의 약 40%를 베트남에서, 17%를 캄보디아에서 조달하며, <a href="https://qz.com/lululemon-nike-deckers-american-eagle-tariffs-1851774516" target="_blank" rel="noopener">쿼츠(Quartz) 데이터</a>에 따르면 베트남 46%, 캄보디아 49% 등 두 나라 모두 가파른 관세율을 적용받고 있다.
윌리엄 블레어의 애널리스트 샤론 잭피아는 목요일 메모에서 룰루레몬이 아무런 조치를 취하지 않으면 관세로 인해 마진에 7%의 타격이 발생할 수 있다고 말했다.
목요일 증시에서 폭락한 기타 여러 소매업체 주식은 다음과 같다.
<ul>
<li>아메리칸 이글 아웃피터스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) 17.47% 하락</li>
<li>카프리 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) 23.64% 하락</li>
<li>갭 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) 20.32% 하락</li>
<li>메이시스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) 13.50% 하락</li>
<li>랄프로렌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) 16.27% 하락</li>
<li>언더아머 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>) 18.79% 하락</li>
<li>어반 아웃피터스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) 18.37% 하락</li>
</ul>
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JP모건 애널리스트인 매튜 R. 보스는 어반 아웃피터스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) 주식에 대해 <a href="https://www.benzinga.com/quote/URBN/analyst-ratings" target="_blank" rel="noopener">중립 등급</a>을 다시 부여하고 목표주가를 54.00달러에서 56.00달러로 상향 조정했다.
어반 아웃피터스의 <a href="https://www.benzinga.com/pressreleases/25/02/g43989451/urbn-reports-record-q4-sales-and-fy25-profits" target="_blank" rel="noopener">4분기 조정 주당순이익은 1.04 달러</a>로 애널리스트 예상치 인 0.95 달러를 능가했다. 이는 전년 동기 대비 매출 총이익이 16.8% 증가하여 예상 성장률 14%를 초과했으며, 동일점포매출이 5.1% 증가한 데 힘입은 것이라고 매튜 보스는 강조했다.
또한 조정 매출 총이익은 200bp증가한 32.3%로, 시장 예상치 31.5%를 상회했다. 판관비는 24.6%로 시장 예상치인 24.7%에 부합했다.
어반 아웃피터스의 경영진은 2025년 1분기에 대한 가이던스를 제시하면서 연결 매출 성장률은 중간~높은 한 자릿수 퍼센트로 예상했으며 월가 예상치는 7.7%로 제시되었다.
동일점포매출은 월가 예상치인 3.4% 대비 낮은~중간 한 자릿수 퍼센트 증가할 것으로 예상된다.
매튜 보스는 리처드 헤인 CEO가 휴일 이후의 소비자 수요 둔화는 날씨로 인한 "지연된 수요"때문이며, 따뜻한 날씨 시장이 비교 기준으로 북부 시장을 상회한다고 명확히 말한 부분을 강조했다.
동남부 지역은 다른 지역보다 월등히 앞서며 가장 좋은 성과를 보인 지역이다. 소비자 심리는 긍정적이고 일관되게 유지되고 있으며, 날씨가 개선됨에 따라 북부 지역의 수요가 지연될 가능성이 있어 3~4월의 실적이 향상될 것으로 예상된다.
봄철 수요와 날씨에 대한 헤인 CEO의 발언은 정상적인 날씨의 지역은 실적이 좋았지만, 일부 지역에서는 날씨의 영향이 있었다고 언급한 TJX 컴퍼니즈의 허먼 CEO와 일치한다.
매튜 보스는가 체이스 신용/직불 카드 데이터를 분석한 결과, 특히 작년보다 기온이 훨씬 낮은 북부 지역에서 날씨로 인해 재량 지출이 일시적으로 감소한 것으로 나타났다.  반면, 남서부와 같이 날씨에 영향을 받지 않은 주에서는 안정적인 모습을 보였다.
그는 회계연도2025 주당순이익(EPS) 추정치를 4.88달러(월가 예상치 4.42달러)로, 2026회계연도 EPS 추정치를 5.59달러(월가 4.84달러)로 상향 조정했다.
주가 예측은 자신의 2026회계연도 EBITDA(= 팬데믹 이전 3년 평균)의 5.6배를 기준으로 하며, 선형 회귀 분석은 68달러를 향한 상승 여력을 뒷받침한다.
주가 움직임: 어반 아웃피터스 주가는 목요일 정규장에서 8.18% 상승한 57.25달러로 마감햇다.
사진 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

어반 아웃피터스의 4분기 호실적, 애널리스트는 기후 변화로 인한 수요 변동 속 '중립' 의견

2025년 1월 3일 기준으로, 소비재 섹터의 두 주식이 모멘텀을 중요시하는 투자자들에게 경고 신호를 보내고 있을 수 있다.
상대 강도 지수(RSI)는 모멘텀 지표로, 주가가 상승하는 날과 하락하는 날의 강도를 비교한다. 주가의 움직임과 비교할 때, 단기적인 주식 성과를 파악하는 데 도움이 될 수 있다. 일반적으로 <a href="https://www.benzinga.com/topic/rsi">RSI가 70 이상</a>일 때 자산은 과매수로 간주된다.
소비재 섹터에서 최근 과매수 상태인 주요 주식 목록은 다음과 같다.
<h3 class="wp-block-heading">가레트 모션 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GTX#NASDAQ">GTX</a>)</h3>
<ul>
<li>가레트 모션은 12월 5일, 연간 5천만 달러의 배당금과 2억 5천만 달러 규모의 자사주 매입 프로그램을 포함한 장기 자본 배분 계획을 발표했다. &#8220;가레트는 업계 선도적인 잉여 현금 흐름 생성을 계속해서 보여주고 있다. 배당금의 도입과 새로운 매입 프로그램의 출시는 시간이 지남에 따라 점진적인 배당 수익률을 가져오고, 주주들에게 가치를 제공하면서 미래 성장 동력을 위한 기술에 전략적으로 투자하겠다는 우리의 약속을 강조한다&#8221;라고 가레트의 사장 겸 CEO인 올리비에 라빌러(Olivier Rabiller)가 말했다. 이 회사의 주가는 지난 한 달 동안 4.31% 상승했으며, <a href="https://www.benzinga.com/quote/GTX">52주 최고가가 $10.16</a>이다.</li>
<li>RSI 값: 72.3</li>
<li>GTX 가격 변동: 가레트 모션의 주식이 0.56% 상승하여 금요일 종가는 $8.96이었다.</li>
</ul>
<h3 class="wp-block-heading">어반 아웃피터스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>)</h3>
<ul>
<li>어반 아웃피터스는 11월 26일, 3분기 순매출이 6.3% 증가하여 사상 최고치인 13억 6천만 달러에 달하고, 주당 순이익이 1.10달러로 발표했다. &#8220;기록적인 3분기 매출과 이익을 발표하게 되어 기쁘다. 두 수치 모두 우리의 예상을 초과했다. 이러한 결과는 소매, 구독 및 도매의 세 가지 사업 부문 모두에서의 뛰어난 성과에 의해 주도되었다&#8221;고 리처드 A. 헤인(Richard A. Hayne), CEO가 말했다. &#8220;추가적으로, 우리는 연휴 수요에 대한 전망에 대해 낙관적이며, 총 비교 가능 매출이 3분기 실적과 유사할 수 있다고 믿고 있다.&#8221; 이 회사의 주식은 지난 한 달 동안 9.51% 상승했으며, <a href="https://www.benzinga.com/quote/URBN">52주 최고가가 $57.76</a>이다.</li>
<li>RSI 값: 73.8</li>
<li>URBN 가격 변동: 어반 아웃피터스의 주식이 금요일 1.24% 상승한 $57.54에 마감되었다.</li>
</ul>
다음 읽어야 할 기사:
<ul>
<li><a href="https://www.benzinga.com/25/01/42763645/how-to-earn-500-a-month-from-acuity-brands-stock-ahead-of-q1-earnings">애큐티 브랜즈 주식을 통해 1분기 실적 발표 전에 매달 500달러를 버는 방법</a></li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Short Ideas

Pre-Market Outlook

1월에 절벽에서 떨어질 수도 있는 상위 2개의 소비자 주식 (과매수 상태)

이 8개 중형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
1. 아처 에비에이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) 주식은 지난주 65.57% 급등했다.
2. 스칼러 락 홀딩(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRRK#NASDAQ">SRRK</a>) 주식은 경쟁사인 바이오헤이븐(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHVN#NYSE">BHVN</a>)의 척수성 근위축증에 대한 탈데프그로베프(taldefgrobep)가 <a href="https://www.benzinga.com//node/42169246" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">3상 연구에 실패한 후</a> 주가는 49.61% 급등했다.
3. 애로우헤드 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARWR#NASDAQ">ARWR</a>) 주식은 사렙타 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>)와 여러 임상 및 전임상 siRNA 프로그램에 대한 글로벌 라이선스 및 협력 계약을 체결한 후 42.40% 상승했다.
4. 아이리스 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>) 주식은 회사가 1분기 실적을 발표하고 여러 애널리스트가 주가 전망을 상향 조정한 후 38.99% 급등했다.
5. 힘스 앤 허스 헬스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) 주식은 대통령 당선인 도널드 트럼프가 마티 마카리(Marty Makary)를 식품의약국(FDA) 수장으로 지명할 계획을 발표한 후 33.42% 상승했다.
6. 사운드하운드 AI(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) 주식은 33.38% 상승했다. 이 회사는 최근 <a href="https://www.benzinga.com//node/42145826" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">AEMA 그룹의 일부로 아피비아 쿠르타주</a>(Apivia Courtage)에 대화형 AI 에이전트인 아멜리아(Amelia)를 배포했다고 발표했다.
7. 조비 항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) 주식은 토요타 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>)가 이 회사에 5억 달러를 투자했다는 발표 후 31.62% 상승했다.
8. 어번 아웃피터스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) 주식은 회사가 3분기 실적을 발표하고 여러 애널리스트가 주가 전망을 상향 조정한 후 30.43% 상승했다.
 
또한 읽어보세요:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%A6%AC%EB%B9%84%EC%95%88-%EB%A1%9C%EC%BC%93%EB%9E%A9-%EB%B0%8F-%EB%AA%A8%EB%8D%94%EB%82%98%EA%B0%80-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EA%B3%A0-%EC%84%B1%EA%B3%BC%EB%A5%BC-%EB%B3%B4%EC%97%AC/" target="_blank" rel="noopener">리비안, 로켓랩 및 모더나가 지난주 최고 성과를 보여준 10개 대형주 중 일부 (11월 25일-29일)</a></li>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%A0%88%EB%94%A7-%EA%B7%B8%EB%9E%A9-%EB%B0%8F-%EC%98%A4%ED%86%A0%EB%8D%B0%EC%8A%A4%ED%81%AC-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EC%95%85%EC%9D%98-%EC%84%B1%EA%B3%BC%EB%A5%BC-%EB%B3%B4%EC%9D%B8-11/" target="_blank" rel="noopener">레딧, 그랩 및 오토데스크 지난주 최악의 성과를 보인 11개 대형주 중 일부 (11월 25일-29일)</a></li>
</ul>
이미지 출처: Archer


다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Mid Cap

ACHR

ARWR

BHVN

HIMS

IREN

JOBY

SOUN

SRPT

SRRK

아처 및 어번 아웃피터스는 지난주 최고 성과를 보여준 8개 중형주 중 일부 (11월 25일-29일)

어번 아웃피터스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>)의 주식은 회사의 3분기 실적 보고서가 예상치를 초과한 후 수요일 18% 이상 급등했다. 다음은 <a href="https://www.benzinga.com/quote/URBN/news">알아야 할 사항</a>이다.
주요 사항: 어번 아웃피터스는 3분기 주당순이익(EPS)가 1.10달러로 예상치인 0.89달러를 초과했다고 보고했다. 매출은 13억 6,000만 달러로, 전년 대비 6.3% 증가했으며, 컨센서스 예상치인 13억 2,000만 달러를 상회했다.
이 회사는 이번 분기에 순이익이 1억 290만 달러로, 작년의 8,300만 달러에 비해 증가했다고 발표했다. 소매 순매출은 3.2% 증가했으며, 비교 매장 매출은 1.5% 상승했다. 앤트로폴로지(Anthropologie)와 프리 피플(Free People) 브랜드의 비교 매장 매출이 각각 5.8%와 5.3% 성장한 반면, 어번 아웃피터스 브랜드의 매출은 8.9% 감소했다.
자세히 보기: <a href="https://www.benzinga.com/24/11/42221225/these-analysts-increase-their-forecasts-on-urban-outfitters-after-q3-results">3분기 실적 발표 후 어번 아웃피터스에 대한 예측을 상향 조정한 애널리스트들</a>
이 회사의 의류 대여 구독 서비스인 눌리(Nuuly)의 매출이 48.4% 증가했으며, 활성 구독자 수가 51% 증가한 것이 지원 요인으로 작용했다. 도매 매출은 17.4% 증가했으며, 이는 프리 피플 도매 매출이 20.3% 증가한 덕분이다. 다만, 어번 아웃피터스 도매 매출은 감소했다.
이번 분기의 총 매출 총이익은 9.4% 증가하여 4억 9,730만 달러에 달했고, 매출 총이익률은 상품 마진 상승 및 어번 아웃피터스의 가격 인하 감소로 인해 105 베이시스 포인트 개선되었다. 판매 및 마케팅 비용과 매장 인건비 상승으로 운영 비용은 6.7% 증가했다.
리처드 헤인(Richard Hayne) CEO는 &#8220;이번 실적은 소매, 구독, 도매의 세 가지 사업 부문 모두에서의 성과로 인해 발생했다. 또한, 연휴 수요에 대한 전망에 대해 낙관적이며, 총 동종 매출이 3분기 실적과 유사할 것으로 믿고 있다&#8221;고 말했다.
이 회사는 분기를 1억 8,250만 달러의 현금, 3억 4,040만 달러의 유가증권, 그리고 조기 홀리데이 상품 출하 및 높은 매출 기대치로 인한 10% 재고 증가로 마감했다.
이 발표 이후 여러 애널리스트가 목표 주가를 상향 조정했으며, 이는 수요일 주가 상승에 기여한 것으로 보인다.
<ul>
<li>씨티그룹의 애널리스트 폴 레쥬웨(Paul Lejuez)는 어번 아웃피터스를 중립에서 매수로 상향 조정하고 목표 주가를 42달러에서 59달러로 상향 조정했다.</li>
</ul>
<ul>
<li>텔시 어드바이저리 그룹의 애널리스트 다나 텔시(Dana Telsey)는 시장 수행을 유지하고 목표 주가를 44달러에서 46달러로 상향 조정했다.</li>
</ul>
<ul>
<li>BofA 증권의 애널리스트 로레인 허친슨(Lorraine Hutchinson)은 매수를 유지하고 목표 주가를 46달러에서 53달러로 상향 조정했다.</li>
</ul>
<ul>
<li>바클레이즈의 애널리스트 에이드리언 이히(Adrienne Yih)는 비중 확대를 유지하고 목표 주가를 43달러에서 51달러로 상향 조정다.</li>
</ul>
<ul>
<li>웰스 파고의 애널리스트 아이크 보로우(Ike Boruchow)는 중립을 유지하고 목표 주가를 40달러에서 48달러로 상향 조정했다.</li>
</ul>
주가 현황: 어번 아웃피터스의 주식은 수요일에 47.49달로 마감하여 18.31% 상승했다.
<figure class="wp-block-image size-large is-resized"><a href="https://benzinga.slack.com/archives/D072651PB4K/p1727794380964569"><img loading="lazy" decoding="async" class="wp-image-668199" style="width: 474px; height: auto;" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/27152029/URBN-1024x521.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/27152029/URBN-1024x521.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/27152029/URBN-300x153.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/27152029/URBN-768x391.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/27152029/URBN.png 1465w" alt="" width="1024" height="521" /></a></figure>
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%B3%B4%EC%9E%89-520%EC%96%B5-%EB%8B%AC%EB%9F%AC-%ED%95%AD%EA%B3%B5%EA%B8%B0-%EC%A7%80%EC%97%B0%EC%9C%BC%EB%A1%9C-%EC%9D%B8%ED%95%B4-%EC%A2%8C%EC%A0%88%ED%95%9C-%EC%97%90%EB%AF%B8%EB%A0%88/" target="_blank" rel="noopener">보잉, 520억 달러 항공기 지연으로 인해 ‘좌절'한 에미레이트 항공의 압박에 직면</a></li>
</ul>
이미지 출처: Shutterstock.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

어번 아웃피터즈의 주식이 수요일 18% 이상 급등, 무슨 일이?

수요일 오전(현지 시간) 미국 주식 선물 거래가 혼조세를 보이고 있는 가운데, 오늘 투자자들의 관심을 끌 수 있는 일부 주식은 다음과 같다:
<ul>
<li><a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>의 데이터에 따르면 월스트리트는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)가 시장 마감 후 246억 5천만 달러의 매출과 주당 5.59달러의 분기 이익을 보고할 것으로 예상하고 있다. 엔비디아 주가는 시간외 거래에서 0.1% 하락한 953.37달러를 기록했다.</li>
<li>어번 아웃피터스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>)는 화요일에 예상보다 나은 1분기 재무 결과를 보고했다. 이 회사는 분기별 주당 순이익을 69센트로 보고했는데, 이는 애널리스트들의 예상치인 52센트를 웃도는 수치이다. 분기별 매출은 12억 달러로 분석가 예상치인 11억 7,500만 달러를 넘어섰다. 어번 아웃피터스의 주가는 시간외 거래에서 6.5% 상승한 43.99달러를 기록했다.</li>
<li>분석가들은 윌리엄스 소노마(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSM#NYSE">WSM</a>)가 매출 16억 5천만 달러, 주당 2.68달러의 분기 수익을 기록할 것으로 예상하고 있다. 이 회사는 시장이 열리기 전에 수익을 발표할 예정이다. 윌리엄스 소노마의 주가는 시간외 거래에서 314.39달러로 소폭 상승했다.</li>
</ul>
벤징가의 <a href="https://www.benzinga.com/premarket/">개장 전 시장 요약을 여기</a>에서 확인하세요
<ul>
<li>톨 브라더스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>)는 예상보다 강한 2분기 실적을 보고하고 FY24 전망을 상향 조정했다. 톨 브라더스의 주가는 시간외 거래에서 1.2% 상승한 131.76달러를 기록했다.</li>
<li>분석가들은 타깃 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>)이 개장 전에 245억 1천만 달러의 매출과 주당 2.02달러의 분기 이익을 기록할 것으로 예상한다. 타깃의 주가는 시간외 거래에서 0.4% 상승한 156.45달러를 기록했다.</li>
</ul>

NVDA

타깃, 엔비디아 그리고 수요일에 주목해야 할 3개의 주식

어번 아웃피터스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>)의 주가는 회사가 화요일 시장 마감 후 1분기 재무 결과를 발표한 후 상승했다. 자세한 <a href="https://www.benzinga.com/pressreleases/24/05/g38950695/urbn-reports-record-q1-sales-and-earnings" target="_blank" rel="noopener">내용</a>은 다음과 같다.
중요한 사항 (The Details): 어번 아웃피터스는 분기별 주당 순이익을 69센트로 보고했는데, 이는 분석가들의 합의 추정치인 52센트를 32.69%나 높은 것이다.
분기별 매출은 12억 달러로 분석가 컨센서스인 11억 7,500만 달러를 2.12% 상회했으며, 전년 동기 대비 매출 11억 1,400만 달러보다 7.75% 증가한 수치이다.
총 소매 부문 순매출은 5.8% 증가했으며, 유사 소매 부문 순매출은 4.6% 증가했다. 이 회사는 소매 부문 비교 가능한 순매출 증가가 디지털 채널 매출의 높은 한 자릿수 긍정적인 성장과 소매점 매출의 낮은 한 자릿수 긍정적인 성장에 의해 주도되었다고 밝혔다.
비교 가능한 소매 부문 순매출은 프리 피플(Free People)에서 17.1%, 앤트로폴로지(Anthropologie)에서 10.4% 증가했고 어번 아웃피터스에서는 13.7% 감소했다.
도매 부문 순매출은 백화점 및 전문 고객에 대한 판매 증가로 인해 프리 피플의 도매 판매가 6.3% 증가하고 어번 아웃피터스의 도매 판매 감소로 부분적으로 상쇄되어 3.4% 증가했다.
누울리(Nuuly) 세그먼트 순매출은 51.4% 증가했는데, 이는 주로 전년 동기 대비 이번 분기의 평균 활성 가입자가 45% 증가한 데 따른 것이다.
어번 아웃피터스는 4월 30일 현재 전체 재고가 전년 대비 1.9% 감소했다고 밝혔다.
어번 아웃피터스의 CEO인 리처드 A. 헤인(Richard A. Hayne)은 "앤트로폴로지, 프리 피플, FP 무브먼트(Movement) 및 누울리 브랜드의 지속적인 강세에 힘입어 기록적인 1분기 매출과 이익을 보고하게 되어 기쁘게 생각한다"고 말했다.
&#8220;우리의 봄과 여름 패션에 대한 고객 수요는 여전히 견고하며 이는 2분기에도 지속적인 매출 성장에 좋은 징조이다.&#8221;
URBN의 주식 움직임 : <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>에 따르면, 화요일 어번 아웃피터스의 주식은 시간외 거래에서 6.49% 상승한 44.00달러를 기록했다.

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어번 아웃피터스: 예상보다 좋은 1분기 매출 및 순이익 발표에 주가 상승

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Urban Outfitters

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에 대한 최신 뉴스 Urban Outfitters (NASDAQ:URBN) 주식

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