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  1. Urban Outfitters URBN Q1 2015 Earnings Call Transcript

    Good day, ladies and gentlemen and welcome to the Urban Outfitters Incorporated First Quarter Fiscal 2015 Earnings Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will follow at that time. Please do ...

  2. Forget Investment Benchmarks

    Urban Outfitters URBN reported weak fourth-quarter sales due in part to missteps in merchandising at its Urban Outfitters and Anthropologie stores. We think its recent woes are fixable and believe this growth story is far from over. Our long-term outlook remains unchanged, and we are sticking with ...

  3. Consumer Cyclicals: E-Commerce Hits an Inflection Point

    As consumers rapidly embrace online and mobile commerce, traditional retailers are scrambling to refine their strategies.

  4. Our Outlook for Consumer Cyclical Stocks

    The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.

  5. Our Outlook for Consumer Cyclical Stocks

    As macro headwinds mount, we would look for a larger valuation discount among consumer cyclical names.

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