Podcast Episode

Nuuly Fuels Urban Outfitters' Record Quarter, Anthropologie Bets Big on Nike & Batteries Plus Rolls Out AI Across Its Stores

Retail Daily Minute

Episode 334Sep 1, 20265 min

Who’s talking

3 speakers
Chris Walton4 min · 85%
Speaker 325 sec · 9%
Speaker 215 sec · 6%

1Transcript5 turns · 5 min

CW
Chris Walton0:06

Hello, everyone. This is OmniTalk Retail. I'm Chris Walton, and you are listening to the Retail Daily Minute, your quickest, fastest breakdown of all the day's top retail news. Today's podcast is brought to you once again with the help and support of R&S Logistics. Are you looking for a fulfillment and distribution partner? That's just right. Well, RNS Logistics is small enough to provide custom solutions and that personal touch, while also still boasting 2 million square feet across 10 locations in the Southeast. With technology that can scale your growing e-commerce operations, visit rswarehousingsolutions.com and get your quote today. And I'm also pleased to introduce Zenline AI because you have likely heard about AI agents a thousand times this year. They're also probably wondering what they can do for you as a retailer. Visit tryzenline.ai to book a call and see how agents can bring you more margin. This morning, we've got news on Anthropologie's new bet on Nike sneakers and Batteries Plus rolling out a suite of AI tools across its franchise network. But we begin today with Urban Outfitters Incorporated, which posted record second quarter net sales of $1.7 billion. which was up 10.4% year over year with a big assist from its Nuuly rental business. Nuuly sales remarkably jumped 28.6% to $179 million, adding nearly 113,000 new average active subscribers, a 30.4% jump. President Dave Hine told analysts the brand actually crested over 500,000 active subscribers in early June before easing back into typical summer seasonality. Now, here's the thing worth flagging. Products from Urban Outfitters, Anthropologie, and Free People made up around 45% of Newly's inventory in 2025. That is according to Wells Fargo analysts. So a meaningful chunk of Newly's growth is really Urban recirculating its own merchandise back through a subscription model. which is fantastic because it keeps people attached to the brand. Hain rightly calls it a two-way street with sister brands getting follow-on sales and outside brands getting visibility.

Speaker 22:10

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CW
Chris Walton2:27

All right, we are back. And next up, Anthropologie is bringing Nike to its shelves for the first time. The company told Glossy that its footwear customer count is up nearly 30% over the last year, and nine Nike styles will roll out through September 21st. anthropology now carries footwear in roughly 200 of its 250 stores up from just eight stores five years ago sneaker brands including puma new balance and brooks have also created exclusive styles for anthropology and the company's own private label brands saw a 23 increase in footwear customers over the past year today is definitely a day of highs for the urban brand portfolio

Speaker 33:07

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2Episode notes

Welcome to Omni Talk's Retail Daily Minute, sponsored by R&S Logistics, ZenlineAI, Duvo and Mirakl.

In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:

  • Urban Outfitters Inc. posts record Q2 sales as Nuuly subscriptions surge, with nearly half of Nuuly's inventory coming from its own sister brands.
  • Anthropologie brings Nike to its shelves for the first time as its sneaker-buying customers jump 30%.
  • Batteries Plus rolls out a trio of AI tools across its franchise and store network.

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