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Urban Outfitters’ 'Nulli' rental service has grown 50% to $570 million, significantly outpacing specialized competitors like Rent the Runway. This indicates that rental models are viable for mass-market fashion, not just luxury segments.

Impact: Retailers can leverage rental subscriptions to increase customer engagement and inventory turnover, creating a new revenue stream that complements traditional sales.

— from Starbucks Chipotle Rumor and SEB Strategy · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Oct 09, 2026