Burlington Stores Inc banner

Burlington Stores Inc
F:BUI

Watchlist Manager
Burlington Stores Inc Logo
Burlington Stores Inc
F:BUI
Watchlist
Price: 294 EUR 2.08%
Market Cap: €18.8B

Burlington Stores Inc
Investor Relations

Burlington Stores is an off-price retailer that sells brand-name clothing, shoes, accessories, home goods, and some beauty and baby items at lower prices than traditional department stores. It buys excess and closeout merchandise from manufacturers and other retailers, then resells those goods in its own stores to value-conscious shoppers looking for a bargain hunt experience. Its main customers are everyday consumers and families who want discounted branded products without paying full retail. Burlington makes money the simple retail way: it buys inventory at a low cost, marks it up, and keeps the difference after covering store, logistics, and operating costs. Because the company depends on available surplus inventory, its product mix changes often, which makes the shopping experience more varied than a standard chain store. That buying model is the key to Burlington’s place in retail. Instead of designing its own products or relying on a steady catalog, it acts as a clearing channel for unwanted or excess merchandise from brands and department stores. This lets Burlington offer a treasure-hunt style assortment and compete on price, while giving suppliers a way to move inventory quickly.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q1 2027
Call Date
May 28, 2026
AI Summary
Q1 2027

Strong Q1: Burlington delivered 14% total sales growth, 6% comp growth and 26% EPS growth, all ahead of expectations, with operating margin expanding 20 basis points instead of declining.

Guidance raised: Management passed through the entire Q1 upside to the full year, raising FY 2026 comp guidance to 2% to 4% and EPS guidance to $11.45 to $11.80.

Margin strength: Better merchandise margin and stronger supply chain productivity more than offset expected Q1 headwinds, showing the company can still convert sales into profit leverage.

Store growth: Burlington increased its 2026 new-store plan to 115 net openings and said it remains on track to exceed 1,500 stores by the end of 2028.

Demand backdrop: Management said the customer remains resilient, especially in lower-income trade areas, while higher gas prices and inflation are being watched closely but have not yet changed behavior.

Execution focus: The company emphasized localization, inventory discipline, Store Experience 2.0 and smaller, more productive stores as the main drivers of long-term growth.

Key Financials
Total sales
14%
Comp sales
6%
EPS
$2.10
Operating margin
6.3%
Gross margin
44.1%
EBIT margin
6.3%
Adjusted SG&A
20 basis points
Product sourcing costs
$216 million
Comparable store inventories
11%
Reserve inventory
41%
Total liquidity
$1.7 billion
Cash
$747 million
ABL availability
$942 million
Common stock repurchases
$81 million
Remaining share repurchase authorization
$304 million
2027 convertible notes repurchase
$111 million
2027 convertible notes outstanding
$186 million
Gross new stores opened in Q1
40
Net new stores in Q1
30
Store count
1,242 stores
Full-year 2026 EPS guidance
$11.45 to $11.80
Full-year 2026 comp guidance
2% to 4%
Full-year 2026 total sales guidance
9% to 11%
Full-year 2026 adjusted EBIT margin guidance
10 to 30 basis points
Q2 2026 comp guidance
1% to 3%
Q2 2026 total sales guidance
10% to 12%
Q2 2026 EPS guidance
$2.05 to $2.20
Q2 2026 operating margin guidance
30 to 60 basis points
Back half 2026 EPS guidance
$7.30 to $7.50
Capital expenditures
$875 million
Store productivity
$350 per square foot
New store first-year sales
about $7 million
New store payback
just under 2 years
Earnings Call Recording
Other Earnings Calls

Management

Mr. Michael B. O'Sullivan
CEO & Director
No Bio Available
Ms. Jennifer Vecchio
Group President & Chief Merchandising Officer
No Bio Available
Mr. Travis R. Marquette
President & COO
No Bio Available
Ms. Kristin Wolfe
Executive VP & CFO
No Bio Available
Mr. Matthew Pasch
EVP & Chief Human Resource Officer
No Bio Available
Mr. Stephen Ferroni
Senior VP & Chief Accounting Officer
No Bio Available
Mr. Varadheesh Chennakrishnan
Executive VP & Chief Information Officer
No Bio Available
Mr. David J. Glick
Group Senior VP of Investor Relations & Treasurer
No Bio Available
Ms. Karen R. Leu
Group Senior VP, General Counsel & Corporate Secretary
No Bio Available
Mr. Eric Seeger
Executive Vice President of Planning & Allocation and MIO
No Bio Available

Contacts

Address
NEW JERSEY
Burlington
1830 Route 130 North
Contacts
+16093877800.0
www.burlington.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett