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CURV: in-depth analysis, DD, and potential for short squeeze
Urban Outfitters (URBN) is a great opportunity. Low daily volume/2 billion market cap
Stitch Fix $SFIX Unusual Options Activity before Earnings YOLO/DD
$URBN Sudden Change to only 7% of stock retail.
$URBN INST buys are in, and top 3 Wedding stocks to buy list today
$URBN Institutional ownership up from low 70’s to 93% after yesterday. 13D/G filing noted on Fintel.
Urban Outfitters $URBN Releases Quarterly Earnings Results, Beats Expectations By $0.50 EPS
$URBN Urban Outfitters Reports Record Second-Quarter Sales, Profits.
I'm betting that $ASO catalyst (JP Morgan Investor Conference) this week will lead to strong price action this week
Mentions
The bear case is a maybe more of an overall bear case for most of the industry imo. Most of the players just cant grow meaningfully so they eek out marginal improvements and get a 5-8 time cash flow multiple for it. Valuline has them growing cash flow only 10% from 2025-2030. So the entire sector just doesn't grab any inst interest because its been a meh business for 20 years. The big boys want either crazy (large cap) growth with upside catalysts or they want years of proven, guaranteed mid/high single digit growth, high margins and a shareholder friendly capital return program so they can "buy and hold" forever. They seem to be more agnostic about industry with these. Shit.... TJMaxx is one of the largest retailers in the country by market cap because of that phenomenon (4 times the size of target at $159 billion! lol). To offset that if they can get into the low double digits and really prove then have a real multi year runway then the stock could def re-rate. See URBN and ANF. For Gap to 2 or 3 x from here the GAP brand will have to have a 90s moment - back then GAP was considered quality, stylish and a sought after "brand" not just a store brand. People wanted GAP jeans not just decent jeans at a decent price. You were cool if you wore GAP lol. It might happen idk but I'm rooting for them.
I'm wondering how removal of the De minimus is going to effect retail. CEO of URBN said he thought it should benefit soft goods companies (lower end maybe?) but didn't quantify.
URBN going down!! Fuck hipsters who still shops there
I'd rather buy URBN. So I did
Nice dippy dip today. Bought some IBM. Future calls - FFAI, URBN, GRMN
I went to URBN today for the first time in many, many years. The clothes (for men) were ugly and baggy af with like bell bottom pants and shit. Do people actually buy this shit? The stock has done pretty well this year so I guess I'm just out of touch.
$URBN is printing. Never bet against the white girls. Nuuly is turning shopping addictions into recurring revenue.
SMMT calls, DECK calls, URBN puts
URBN, RL, and ANF BEAT. 
URBN, RL, and ANF BEAT. 
It looks like DECK is only one falling.URBN got stellar er and guidance and deck bad very bad guidance.
Every micro dip gets bought, retail has been jamming in at record levels to keep the market moving up. We have NVDA next week with blockbuster earnings. Speculative stocks are on fire. URBN earnings are proof that tariffs have caused zero pullback in consumer spending. There has been no impact to the economy at all. AI is already maximizing profit for companies and allowing them to get rid of staff, those stocks will be going way higher. And we are about to get a bunch of tax cuts and tariff / trade deals. Hell even if we don’t get any trade deals and tariffs skyrocket, the consumer can handle it. And the ones who can’t will use bnpl loans to keep up their lifestyle for years. The debt downgrade was bullish, and the bad bond auction only moved the market slightly lower for one day. What, if anything, could possibly cause the market to move down now? All of the bad news has already happened and we have been ripping higher regardless.
URBN did alright. It’s come off a long way too. Not saying buy it though.
*My URBN puts got fukt bigly. EOM* 
$URBN double beat. Up 17% after hours. The ber will cry bitter tears come next week
$URBN double beat. Up 17% after hours. The ber will cry bitter tears come next week
*URBN puts was not the play. Fukt.* 
*URBN puts was not the play. Fukt.* 
Is Nike up on URBN earnings?
Damn.. URBN with +16%
How are GAP and URBN rallying so much in this environment. I thought they would crater to the effects of tariffs and lack of international sales. Is shorting here a bad idea?
How the heck is GAP and URBN doing so well. Those places are always empty and tariff should have destroyed their business
HIMS no Hood a big yes , $70 is certainly a capable target in the next few months. After that, im seeing limited upside as lagging indicators will start to show a weaker US consumer. 30 day would certainly work. Check out URBN as well with upcoming earnings this week might be a buy aftr due to higher volatility.
One of these will drop 15%: ZM, SNOW, URBN.
How does URBN beat every earnings report? Every time I go into my local shop it’s empty.
yeh for stocks to rally hence this guys calls being a good shout. This week will have all green days. I bought yesterday as market is going to be very bullish this week $URBN / $LYFT small account balance atm good names to trade. Lyft recently in the news and just have good earnings strike while the iron is hot.
Currently selling some longs into this rally and keeping 10% of my portfolio into long-dated puts on semis, financial services, small-caps, and a few individual stocks (ETSY, SBUX, URBN)
So URBN stock sources 35% of their shit from china and they are up 18% on new that china tariffs will be 125%
# **TLDR** --- **Ticker:** URBN, LULU, AMBA (and others shown in image) **Direction:** OP is questioning why clothing brands aren't tanking in a potential recession. The image shows mixed results across several brands. **Prognosis:** OP is suspicious, and is not making a prediction. **Additional Note:** Image shows SPY (S&P 500) is also down slightly. **Additional Note 2:** OP needs to learn to use the tools available to help determine whether a recession is even coming, before making questionable assumptions and posting.
A more aft title is Tariff Murders Apparel Day VF, GAP, FIVE, UA, NIKE, LULU, URBN
Well, that’s why they’ve lost 25% of their market cap in the last 6 weeks. If they go down another 15% I’ll be ok opening a starter position. For URBN I’m mainly interested in the growth prospects of Nuuly and the synergies it creates for their other clothing brands. Rode it from $36 to $55 the first time around and I think it’s getting towards another good entry point.
Just waiting patiently to buy LULU under $300 again and URBN under $40.
ANF is a killer. Try URBN.
ANF pump was unnecessary hype that will come back to burn long term holders. I would also add that URBN puts will be a money maker this year if anyone is keen on making some cash.
Advice for all — you gotta remember, the stocks that move 20% up in a day Move down that too. So your entry point is critical. Some setups for this week: RKLB URBN PSTG RDDT Markets usually flat on 2 days before Christmas. Santa Rally doesn’t start till after Christmas like Thursday next week The volatility is higher than normal though so I think we will see a few solid weeks of green markets
Could Work too but you’re confusing different types of retail lol. Take a look at GPS, URBN, RVLV, VFC
URBN and INTC in one day 
Sold URBN need new options
URBN 
Shorted URBN after it went up to $46 after earnings report. Can’t believe that it just kept going up. Who shops at URBN? Still holding though.
Anyone holding URBN? I might be getting ABNB EXPE, or BABA 0DTE put
Serious note URBN hits the top today then sell?
URBN Black Friday then sell
Gave back a month of gains this week. So far. Played spy the wrong way all 3 days. Went off plan and bought dumb random shit I don’t usually buy (TSLA, GOOG) and URBN earnings. All wrong. And NVDA calls. Going back to 30-60 day SPY calls on dips for a while. Staying poor.
URBN is up 18.40% today. Expected for earnings was 10%
URBN beat across the board, strong guidance, Nuuly is a beast (already had more than 2x the active subscribers of Rent the Runway).
*Good Mornin Euro poors & fellow Wendy's night shifters.* *Well my DELL calls did not age well & my URBN puts aren't exactly mooning either. Might as well stick with the three bourbon breakfast for the rest of the week.* *Good luck out there in the trenches today. May all your trades produce ample tendies & not go tits up.* 
*Dell calls in shambles.* *HPQ calls fukt.* *CRWD calls annihilated.* *WDAY calls smoked.* *Every retailer on the planet talking a hit today.....I buy URBN puts and???* *My anoos is on fire.*  
URBN had better earnings than dell+crwd 
I got: PUTS: CRWD, DELL, AMBA CALLS: GOGL,URBN gl
We feeling good about URBN??
puts on URBN. I can't believe this store is even still around. Although, those GAP earnings got me scratching my head on this play.
Yeah so, that’s not how that works. URBN is profitable with positive growth YoY and record sales despite the struggles at UO. UO is also making moves toward improved profitability that will take time but are proving successful so far
Why the fuck are whales buying URBN calls that expire on Friday? https://preview.redd.it/5l2ybu1kynmd1.png?width=1901&format=png&auto=webp&s=47d650a30d4dd2791f08207bd1302f49183d0905
I also found out last Friday after someone asked if I owned any shares of Kohls, that when I checked, their annual dividend is over 10% and $.50/quarter (not sure if that's factored into the annual). IDK about it being a SS on earnings for 1 reason & 1 alone. Look at the gauntlet of earnings the same day as Kohls. Even if you remove NVDA that's a lot of big name companies reporting (Thursday also). Everyone who even has beginner knowledge will be watching Nvidias earnings. Kohl's could but lately clothing retailers have been getting hammered on earnings (TY URBN $41put last week 😁). Im going to wait & see how the next day or 2 play out. I was very cautious, the only things I bought directly impacted by NVDA's earnings were adding shares of NVDL at $65 & change (I remember when I bought em for $30 😞) and a SOXL 8/30 $40c. My gut is telling me Nvidia will have a good earnings & go up but not enough to prevent an IV crush on calls expiring EOW. I bought 20 shares of KSS on Friday simply because it's not far from being Ex-dividend. The fact it has earnings this week can bring some volatility into it, which always makes it more entertaining for me. *Long story short, include the dividend KSS pays as a potential selling point on a thesis you have on it.
URBN giving me a great opportunity to average down. Bought a chunk @ $35.95. Nuuly continues to crush it and it’s clear they will own a big chunk of the $2 billion clothing rental market.
URBN need you go to 33. Is that too much?
URBN need you to drop to 34. Thaaaaaanks
Same store sales, according to CNBC: [Urban Outfitters](https://www.cnbc.com/quotes/URBN/) — The retailer fell roughly 4% after same-store sales disappointed analysts. Stores for the Urban Outfitters brand that were open for at least a year fell 9.3% in the second quarter, compared to analysts’ expectations of an 8.3% decline. The company also posted $1.24 a share in earnings on $1.35 billion in revenue. Analysts polled by LSEG, meanwhile, expected earnings of $1 per share on $1.34 billion in revenue.
Zoom put Snow call URBN call Snps Call Next time I am reversing all
100x URBN 34P 8/23 printer go brrrr
My 10/18 URBN 40P gonna be printing tomorrow 
Let me get this straight URBN beat every single estimated number except 1 and it goes down because of that 1. That is the most manipulated bullcrap I’ve ever seen
URBN literally crushed it what is this nonsense
Bro URBN literally crushed it what is this nonsense
You mis read my comment. I am still pro URBN.
Going URBN calls, probably gonna lose
URBN - I’ve been saying it all week!! I have calls and I’ll add more on too.
My secret play is URBN for next week - check the fundamentals and you’ll see 😃
Go all in on URBN for next week
ok, inversing URBN then
URBN I’m 100% confident in. Urban Outfitters itself isn’t doing too hot but Anthropology & Freepeople are. Nuuly Is their clothing rental service that has 50% more active users than last year and growing- it’s a low portion of their total sales but earnings is forward looking - especially in this environment.
Nothing next week. I’m doing GPS & URBN for the week after. Possibly CAVA as well but the run up there has already been crazy.
Bold of you to assume you're a perfect trader who caught the bottom and sold the tops on all these very random and specific timeframes you so obviously cherry picked. But here's the thing: * You didn't buy H&M in 2021. * You didn't buy URBN this year * You didn't hold Macy's for 5 years in 2010. Definitely didn't sell at the top, either. * Didn't catch 150% on Gap * You weren't buying AEO, a brick and mortar retailer on the verge of bankruptcy, in the middle of covid lockdown. Assuming you actually bought in 2021 and not in March of 2020, your price would be around $20 and the top was $33 - this lasted about 3 months before it all came tumbling back down. In the real world of finance, we call this *mean reversion*. Now lets assume you had those companies from the earliest moment on and held them through to today. Excluding H&M because that is an OTC trading in Sweden. https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=1R8ZSHqaNR9HRUO42pAH9f Gonna let this one speak for itself.