金吾财讯 | 知名华尔街投资机构Needham发布研报，首次覆盖美国服装零售巨头Urban Outfitters（URBN），给予“买入”评级，设定12个月目标价为100美元。Needham分析师汤姆·尼基奇团队在研报中指出，URBN旗下多元化的品牌组合展现出强劲增长潜能：服装租赁品牌Nuuly与主打休闲风的Free People具备良好的长期增长空间；同名品牌Urban Outfitters拥有巨大的利润率及每股收益提升潜力；Anthropologie则有望凭借低基数实现稳步增长。此外，分析师强调，URBN旗下各品牌的平均单店数量均在300家以下，尚未面临过度扩张问题，展现出健康的网络布局。结合公司充沛的自由现金流、零负债的资产负债表以及当前极具吸引力的低估值水平，公司未来不仅能持续加大业务投资，还可通过股票回购进一步提升股东价值。
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