Fabletics vs Urban Outfitters

Fabletics doubles college merchandise via College Shop

Fabletics has expanded its College Shop program, now offering licensed merchandise for 200 U.S. colleges and universities available online and in a 14-store pilot near campuses. The brand doubled its college partnerships after a spring test with roughly 100 schools produced strong results, according to Meera Bhatia, president of Fabletics. The College Shop assortment is sold on Fabletics.com and in select retail locations (about 10% of its ~135-store fleet) and will be promoted via college-age influencers and social content. Fabletics surpassed $1 billion in revenue in 2025, has more than 3 million active customers, and is targeting $2 billion in revenue and a fourfold increase in EBITDA by 2030 while expanding internationally and opening new stores.

• Fabletics expanded its licensed College Shop merchandise to 200 U.S. colleges and universities.
• College Shop products are available online and via a 14-store pilot near university campuses (about 10% of Fabletics' ~135 stores).
• Fabletics initially tested College Shop with around 100 schools in the spring before doubling partnerships.

Fabletics to Triple International Retail Footprint

Fabletics announced a major retail expansion after surpassing $1 billion in net revenue. The digitally native athleticwear brand plans to open up to 20 new international stores and 25 new U.S. stores (45 total) over the next 12 months, and to expand into markets including India, the United Arab Emirates, Colombia, Peru and across Central America. The company currently operates more than 135 retail stores globally and sells online in the U.S., Canada and Europe. Fabletics said it aims to double revenue and quadruple EBITDA over the next five years, describing brick-and-mortar growth as a key driver to complement international e-commerce and wholesale operations.

• Fabletics plans to open as many as 20 new international stores and 25 new U.S. stores over the next 12 months (up to 45 total).
• The company expects to expand into India, the United Arab Emirates, Colombia, Peru and regions across Central America throughout 2026 and 2027.
• Fabletics reported surpassing $1 billion in net revenue and said it aims to double revenue and quadruple EBITDA over the next five years.

Urban Outfitters Announces UO Game Day 2026 Campus Tour With Alison Wonderland, The Linda Lindas, Mack Keane, And More

Urban Outfitters announces the UO Game Day 2026 Campus Tour featuring Alison Wonderland, The Linda Lindas, Mack Keane, and more. The press release is dated September 14, 2026.

Urban Outfitters' Nuuly expands fulfillment automation

Urban Outfitters Inc.'s clothing rental subscription service Nuuly is investing in fulfillment center automation to support growth and reduce logistics costs. The company has expanded its Kansas City, Missouri facility to 1 million square feet, capable of supporting up to 600,000 subscribers. Automated garment storage goes live this month, an automated order sortation system is slated for Q4, and an automated picking solution is planned for mid-2027. Nuuly's net sales increased 28.6% year-over-year, driven by a 30.4% surge in active subscribers. The company plans to replicate this automation at a new facility near Philadelphia, opening late 2028, expanding East Coast capacity from 300,000 to 1 million square feet. Urban Outfitters increased its fiscal 2027 capital expenditure plan to $475 million, with about 50% dedicated to logistics investments.

• Nuuly expanded its Kansas City fulfillment center to 1 million square feet, supporting up to 600,000 subscribers.
• Nuuly will launch automated garment storage in September 2026, an automated order sortation system in Q4 2026, and an automated picking solution in mid-2027.
• Urban Outfitters' subscription segment net sales increased 28.6% year-over-year, with a 30.4% surge in average active subscribers.

Urban Outfitters Grows Dorm Decor Business

Back-to-college spending is expected to top $100 billion in 2026, with roughly $14 billion going to dorm and apartment furnishings. Modern Retail reports Urban Outfitters is doubling down on dorm-focused merchandising — particularly bedding — by improving fabrics, designs, and accessible price points to appeal to Gen Z. Karen Booker, Urban Outfitters’ head of merchandising for non-apparel, told Modern Retail’s Melissa Daniels the brand uses a 27,000-member Urban Outfitters Insiders panel, customer reviews, and Reddit to spot trends like “bed parties,” and has expanded throw pillows, accent decor, and licensed gear for the season. The article cites MNTN research showing strong revenue growth for dorm-adjacent advertisers during peak purchase windows.

• Back-to-college spending in 2026 is estimated to exceed $100 billion, per the National Retail Federation.
• About $14 billion of back-to-college spending is in dorm and apartment furnishings (approximately $194 per shopper).
• CTV ad platform MNTN research showed advertisers in dorm-adjacent categories saw average revenue grow 73.65% year-over-year during the July peak purchase window.