Urban Outfitters (URBN): FY27 Q1 earnings call, May 20, 2026

On its May 20, 2026 earnings call (FY27 Q1), Urban Outfitters said 6 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 6 settled yes · our count agreed on 11 of 11

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Tariff Yes2222✓92%transcripts from the transcript model–
International / Internationally Yes44✓32%transcripts from the transcript model–
Store Opening Yes33✓65%transcripts from the transcript model–
Middle East Yes22✓16%transcripts from the transcript model–
Headwind Yes11✓69%transcripts from the transcript model–
Beauty Yes11✓43%transcripts from the transcript model–
Holiday No00✓83%transcripts from the transcript model–
Supply Chain No00✓47%transcripts from the transcript model–
Sustained Performance No00✓27%transcripts from the transcript model–
Thrift No00✓20%transcripts from the transcript model–
Tailwind No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

22 matches for “Tariff”; 5 quoted, at least 25 words apart.

Frank Conforticompanyprepared

…I will dive into some detailed notes by brand, followed by a tariff and fuel cost update. Overall, our teams delivered another outstanding quarter, exceeding…

Frank Conforticompanyprepared

…its profitability. The last topic I want to address is the overall tariff and freight environment and its impact on our business. First, let's discuss…

Frank Conforticompanyprepared

…to see a corresponding reduction in these increased expenses. Next, let's discuss tariffs. Navigating the current tariff landscape is difficult and seemingly ever-changing. Let me…

Frank Conforticompanyprepared

…such as India, where we source a meaningful amount of product, the tariff rates reached as high as 50% from August last year through the…

Frank Conforticompanyprepared

…from 10% to 22%. We have filed for refunds from the IEPA tariffs imposed in the spring of last year and expect to receive approximately…

Where the listed words were said

Frank Conforticompany“Tariff” · prepared

…were ruled illegal, the administration quickly imposed a new 10% Section 122 tariff on almost all imports. These tariffs took effect in mid-March and run…

Sheila Harringtoncompany“International / Internationally” · prepared

…we continue to build formidable momentum across four strategic pillars. First, our international expansion remains a high-conviction opportunity. We currently operate 13 European locations, and…

Sheila Harringtoncompany“Store Opening” · prepared

…driven by a 15% retail segment comp, strong non-comp performance, six new store openings in the quarter, and 48% wholesale growth. This success was directly…

Melanie Marein-Efroncompany“Middle East” · prepared

…In addition, we are assuming that current oil surcharges related to the Middle East conflict will remain in effect for the remainder of fiscal year…

Sheila Harringtoncompany“Headwind” · prepared

…People, these results were supported by strong full price selling. Despite IMU headwinds related to tariffs during the quarter, disciplined execution allowed the brand to…

Tricia Smithcompany“Beauty” · qa

…denim, dresses, and shoes, as well as Mother's Day gifting categories like beauty. In addition, the continued momentum we're seeing in full-price furniture sales really…

Agents: this page as TSV at /api/v1/appearances/urban-outfitters:2026-05-20:earnings_call · words: /api/v1/brief?appearance=urban-outfitters:2026-05-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP