Urban Outfitters is about to release earnings. Ponder this Bear Case Scenario and see if the long side still makes sense:
Expansion is difficult. Many stores are differentiated experiences and hard to replicate. Most other chains have a more homogenous clientele.
Stores, online and direct to consumer investment is very high and difficult to find the sweet spot. Just what does Urban Outfitters do?
High fashion and young teen fashion is volatile and changes on a dime. Good place to commit suicide if you ask me.
George Gutowski writes from a caveat emptor perspective.