Burlington Stores Inc
F:BUI
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Burlington Stores Inc
F:BUI
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Roche Holding AG
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Vistra Corp
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Burlington Stores Inc
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.
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.
Strong quarter: Burlington reported 11% total sales growth, 2% comparable-store sales growth and a 100-basis-point operating margin expansion, excluding the direct benefit of tariff refunds.
EPS beat: Second-quarter adjusted EPS was $2.37, up 38% year over year and above the $2.05 to $2.20 guidance range. The company said the earnings growth was driven by stronger merchandise margin, supply-chain savings and SG&A leverage.
Tariff refunds: Burlington received approximately $55 million of tariff refunds, adding $0.64 to Q2 EPS, but plans to reinvest the full amount in Q3 and Q4 through sharper customer pricing, making the full-year earnings impact neutral.
Guidance raised: Full-year EPS guidance increased to $11.77 to $11.97, while sales guidance remained at 10% to 11% growth and comparable-store sales guidance at 3% to 4%.
Consumer caution: Management is more cautious about lower-income consumers because of persistent gas-price pressure and generally weak retail comparisons, but said lower-income trade areas continued to outperform Burlington’s chain average.
Store expansion: Burlington opened 51 gross and 45 net new stores in Q2. It now expects 135 gross and approximately 115 net new stores in fiscal 2026, with a long-term goal of reaching at least 1,500 stores by the end of 2028.
Back-half risks: Weather, especially a potentially warmer fall and winter, remains a risk to outerwear sales. Management is maintaining disciplined sales guidance but believes it can benefit from easier comparisons, improved Home assortments and sharper values.