Jim Cramer Wants US To Be “As Good As” Europe & Discusses These 12 Stocks

Page 10 of 11

2. Urban Outfitters, Inc. (NASDAQ:URBN)

Number of Hedge Fund Holders In Q1 2025: 35

Urban Outfitters, Inc. (NASDAQ:URBN) is an American firm that sells apparel, home items, and other products. Its shares are up by 19% year-to-date, with the gains helped by a massive 22.8% jump in May. The stock soared after a strong first-quarter earnings performance which saw Urban Outfitters, Inc. (NASDAQ:URBN)’s earnings-per-share of $1.16 smash analyst estimates of $0.83 out of the park. The firm’s revenue of $1.33 billion also beat estimates of $1.29 billion. Here’s what Cramer said about the firm:

“Dave & Buster and Urban Outfitters are the two outliers. People forgot about them, they let them forget, and that’s just wrong. Urban’s great.”

Cramer discussed Urban Outfitters, Inc. (NASDAQ:URBN) in detail after its earnings report. Here’s what he said:

“Urban Outfitters is made up of its eponymous flagship store along with Anthropologie and Free People. They’re all doing incredibly well.

But when I listened to the call, I am struck by one particular division Nuuly…. This is Urban’s apparel rental business for women, and it’s growing at a stunning 60%… Now, every single one of the divisions have positive same-store sales, but up 60% even on a small base, that is stunning. For 98 bucks a month, Nuuly lets you rent six items a month, and you can buy them at discounted prices if you like them after you wear them…. At a time when clothes can eat up a huge chunk of your disposable income, I think this is the answer, that’s value…”

Page 10 of 11