Burlington Stores
Off-price retailer rotating branded apparel and home assortments through a store-only U.S. network.
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Profile
Operates a store-only off-price chain selling branded apparel, footwear, accessories, beauty, home goods and seasonal merchandise. Opportunistic purchasing keeps assortments changing, while smaller formats support a U.S.-focused store network; results depend on store traffic, favorable access to non-exclusive branded inventory and discretionary spending.
Runs an off-price, store-only retail chain selling women's, men's and children's apparel, footwear, accessories, beauty, home goods, toys, gifts and coats. The assortment spans everyday fashion and household categories rather than a fixed catalog of owned brands.
Buys most merchandise opportunistically and close to need, varying price, quantity and timing to keep assortments changing. This flexible sourcing and a treasure-hunt store experience underpin the model, while smaller formats support expansion across the United States and Puerto Rico.
Operates as one consolidated segment, with all revenue derived in the United States. The business depends on physical-store traffic, access to non-exclusive branded inventory on favorable terms, rapid responses to fashion demand, labor availability, suitable leases and discretionary consumer spending.
Company facts
Key statistics
Year to date −8.5% · Average volume (30d) 1.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Wells Fargo | Target | $315 | $370 | ||
| Aug 28, 2026 | Deutsche Bank | Reiterate | Hold | $318 | $323 | |
| Aug 28, 2026 | Bernstein | Target | $350 | $355 | ||
| Aug 28, 2026 | Morgan Stanley | Target | $438 | $432 | ||
| Aug 17, 2026 | Evercore ISI | Reiterate | Outperform | $375 | $400 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026Q2 FY26 | $2.19 | $2.96 | +35.2% | $3.03B | $3.00B | −0.9% | −7.64% |
| May 28, 2026Q1 FY26 | $1.80 | $2.01 | +11.7% | $2.80B | $2.85B | +1.9% | +7.76% |
| Mar 5, 2026Q4 FY25 | $4.75 | $4.89 | +2.9% | $3.58B | $3.64B | +1.8% | −4.92% |
| Nov 25, 2025Q3 FY25 | $1.64 | $1.80 | +9.8% | $2.72B | $2.71B | −0.4% | +4.41% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.50B | $2.71B | $2.71B | $3.65B | $2.86B | $3.00B | |
| Gross profit | $1.10B | $1.19B | $1.20B | $1.60B | $1.26B | $1.39B | |
| Operating income | $139.1M | $140.7M | $153.8M | $411.4M | $167.7M | $251.5M | |
| Net income | $100.8M | $94.2M | $104.8M | $310.4M | $114.7M | $184.3M | |
| Diluted EPS | $1.58 | $1.47 | $1.63 | $4.84 | $1.79 | $2.88 | |
| Gross margin | 43.9% | 43.8% | 44.3% | 43.7% | 44.2% | 46.2% | |
| Operating margin | 5.6% | 5.2% | 5.7% | 11.3% | 5.9% | 8.4% |
Fiscal years (4-quarter sums)FY21 $9.32B · FY22 $8.70B · FY23 $9.73B · FY24 $10.63B · FY25 $11.57B
Revenue by product · FY25
Balance sheet, Aug 1, 2026Cash & short-term investments $703.7M · Total debt $4.01B · Total assets $10.04B · Shareholders' equity $3.97B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 62.94M · Float 62.52M · 99.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.81M | 10.82% | 13F | Aug 7, 2026 |
| JPMorgan Chase & Co | 6.28M | 9.98% | 13F | Aug 12, 2026 |
| Capital International Investors | 5.47M | 8.69% | 13F | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 3.10M | 4.92% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.84M | 4.52% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Jennifer Vecchio | officer: Group President and CMO | −1,678 | $369.04 |
| Jul 1, 2026 | Jennifer Vecchio | officer: Group President and CMO | −1,678 | $315.42 |
| Jun 17, 2026 | Kristin Wolfe | officer: Chief Financial Officer | −8,200 | $340.19 |
| Jun 12, 2026 | Jennifer Vecchio | officer: Group President and CMO | −20,920 | $341.53 |
| Jun 11, 2026 | Stephen Ferroni | officer: SVP, Chief Accounting Officer | −2,343 | $337.22 |
Peers
- TJX Companies
Largest direct off-price rival across apparel, beauty, and home
- Ross Stores
Direct off-price rival in family apparel, footwear, and home
- Macy's
Department-store and off-price overlap in apparel, beauty, and home
- Kohl's
Moderately priced apparel, beauty, and home rival with national reach
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Burlington Stores | $273.28 | +0.08% | $17.18B | 24.5 | 22.0 | 1.4 | +10.9% |
| TJX Companies | $135.46 | +0.24% | $149.29B | 25.0 | 25.0 | 2.4 | +5.4% |
| Ross Stores | $229.00 | +0.22% | $73.31B | 27.7 | 27.0 | 3.0 | +13.3% |
| Macy's | $22.07 | +0.27% | $5.79B | 9.1 | 9.7 | 0.3 | −2.3% |
| Kohl's | $17.49 | −0.02% | $1.98B | 7.5 | 12.4 | 0.1 | −6.4% |
| Median | 17.1 | 18.7 | 1.3 | +1.5% |