Brew Markets

Meet Nuuly: Urban’s Rental Gem & Petco: An Old Dog Learns New Tricks

10 snips
Nov 26, 2025
Discover the rising star Nuuly, a rental service within Urban Outfitters, set to outshine Rent the Runway. Dive into how Dell is innovating with bespoke AI solutions, revitalizing its long-standing brand. Petco is undergoing a transformation, focusing on profitability and enhancing customer engagement through revamped loyalty programs and services. Plus, hear about Uber's new robotaxi venture in Abu Dhabi and the curious case of Campbell’s denial regarding 3D-printed chicken. It's a mix of retail, tech, and intriguing business strategies!
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INSIGHT

Nuuly Is URBN’s Fast-Growing Subscription Engine

  • Nuuly, Urban Outfitters' rental arm, reached 400,000 subscribers and ~50% revenue growth, adding predictable subscription revenue to URBN.
  • Its integration with Urban's stores improves margins and convenience, letting customers return rental totes in-store.
INSIGHT

Execution, Not Concept, Decides Rental Winners

  • Rent-the-runway proved rental demand but failed on execution and cash burn, while Nuuly appears to be gaining share profitably.
  • Urban's store footprint gives Nuuly a logistical and margin advantage competitors may struggle to match.
INSIGHT

Dell’s AI Push Is On-Premise And Bespoke

  • Dell reported record revenue and raised AI shipment guidance from $20B to $25B, signaling strong enterprise demand for on-premise AI servers.
  • The company leverages bespoke, GPU-equipped servers and global support to win enterprise AI deals outside public cloud providers.
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