Home » Stocks » Bull Case Scenario for Urban Outfitters. Guerilla Outlier or Important? $URBN, $XRT

Bull Case Scenario for Urban Outfitters. Guerilla Outlier or Important? $URBN, $XRT

90% or revenue is in US from about 500 stores. The expansion ramp is long and fat. Just sign up reasonable leases.

Brands and product lines are very differentiated and have strong pricing power which means good margins.

The diversification over five brands plus retail, wholesale and direct to consumer is making a compelling offering that shareholders should like.

George Gutowski writes from a caveat emptor perspective.

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