As GLP-1 users lose weight, they'll likely be shopping for clothes in new sizes, translating into up to $13 billion a year in additional spending in the U.S., Bernstein analysts said. ...

Store Operations - Burlington Stores operates 1,212 stores as of January 31, 2026, with a long-term target of 2,000 stores[19] - The company opened 113 new stores in Fiscal 2025, compared to 116 in Fiscal 2024 and 91 in Fiscal 2023[20] - Total gross square footage of all stores increased to 52.8 million square feet in Fiscal 2025 from 51.8 million in Fiscal 2024[20] - The distribution centers occupy an aggregate of 5,135,000 square feet, with six centers shipping over 99% of merchandise units[21] Product Categories - Burlington's sales by major product category in Fiscal 2025 included 20% ladies apparel, 28% accessories and shoes, and 20% home[31] - The company has diversified its product offerings, but store traffic is still influenced by weather patterns[44] Customer Demographics - The core customer demographic is aged 25-49, ethnically diverse, with an annual household income of $25,000-$100,000[41] Workforce - The company employs 83,309 associates, with 79% being part-time or seasonal[35] - Burlington has a commitment to increase hourly associates' wages annually since 2010, ensuring competitive compensation[40] Marketing Strategy - Burlington's marketing strategy includes a mix of television, radio, digital, and social media to engage customers effectively[42] Market Competition - The company operates in a highly fragmented and competitive U.S. retail apparel and home furnishings market, competing on price, quality, and customer service[43] Seasonal Influences - The business is subject to seasonal influences, with higher sales and net income typically realized in the second half of the year during back-to-school and holiday seasons[44] Financial Management - As of January 31, 2026, the company had $1,730.6 million of floating-rate debt, with a potential cash interest expense increase or decrease of $6.3 million per year for a one percentage point change in interest rates[275] - On September 24, 2024, the company refinanced $933 million of term B-6 loans into term B-7 loans totaling $1,250 million, extending the maturity date to September 24, 2031, and reducing interest rate margins[269] - The company entered into a new interest rate swap agreement on September 27, 2024, with a notional amount of $500 million at a blended interest rate of 2.83%[272] - The company has unlimited interest rate risk related to borrowings on variable rate debt exceeding the notional principal amount of its interest rate swap contracts[274] - The company manages interest rate risk through interest rate derivative contracts, impacting earnings and cash flows[271] Communication and Trademarks - The company utilizes various channels, including SEC filings and social media, to communicate material information to investors[48] - The company considers its trademarks, including "Burlington" and "Burlington Coat Factory," to be valuable assets that are adequately protected[45]

Core Viewpoint - Burlington Stores is expected to see a positive impact on its stock due to a strong performance over the past year, driven by rapid expansion and increased consumer spending during the holiday season [1]. Group 1: Company Performance - Burlington Stores is expanding its store base rapidly, indicating a strategic growth initiative [1]. - The company experienced significant consumer engagement during the holiday season, suggesting strong sales performance [1]. Group 2: Market Outlook - The strong year for Burlington Stores is anticipated to lift its stock, reflecting investor confidence in the company's growth trajectory [1].

• Burlington Stores shares are sliding. What’s weighing on BURL shares?Earnings SnapshotTotal sales rose 11% to $3.65 billion, topping the $3.57 billion estimate. Adjusted EPS of $4.99 beat the $4.75 consensus, and came in above the company's own guidance range of $4.50–$4.70. GAAP diluted EPS was $4.84.For the first quarter of FY26, the company guided adjusted EPS of $1.60–$1.75, below the $1.82 estimate, and sales of $2.73–$2.78 billion, which brackets the $2.77 billion consensus.For FY26, Burlington gui ...

Key Takeaways BURL reported Q4 adjusted EPS of $4.89, beating estimates and increasing 20.1% year over year.Burlington Stores posted 11.3% revenue growth and 4% comparable store sales growth in Q4.BURL expects fiscal 2026 sales to grow 8-10% and plans 110 net new store openings.Burlington Stores, Inc. (BURL) reported impressive fourth-quarter fiscal 2025 results, wherein both revenues and earnings grew year over year. Also, both top and bottom lines surpassed the Zacks Consensus Estimate. The company’s perf ...

Adjusted EPS: $4.99, up 21% year over year and above the high end of guidance.Gross margin rate: 43.7%, up 80 basis points, driven by a 60 basis point increase in merchandise margin and a 20 basis point decrease in freight expenses.Adjusted EBIT margin: 12.1%, up 100 basis points versus last year and 50 basis points above the high end of guidance.On profitability, O’Sullivan said Burlington delivered 100 basis points of operating margin expansion and 21% earnings per share growth in the quarter. CFO Kristin ...

Core Viewpoint - Burlington Stores reported strong fourth-quarter results that exceeded analyst expectations, leading to a significant increase in share price and a positive outlook for the upcoming fiscal year [1] Financial Performance - The company achieved adjusted earnings per share of $4.99 for the quarter, surpassing the consensus estimate of $4.75 [2] - Total sales for the quarter increased by 11% year over year to $3.64 billion, exceeding the forecast of $3.59 billion [2] - Adjusted EBITDA reached $562 million, up from $456 million a year earlier, with an adjusted EBITDA margin expansion of 150 basis points year over year [3] - Adjusted EBIT totaled $442 million for the quarter, compared to $364 million in the same quarter of the previous fiscal year [3] Future Outlook - For the first quarter of fiscal 2026, the company expects adjusted earnings per share to range between $1.60 and $1.75, below the consensus estimate of $1.79 [4] - Total sales are projected to rise between 9% and 11%, while comparable store sales are expected to increase by 2% to 4% year over year [4] - For the full fiscal year 2026, Burlington anticipates adjusted earnings per share between $10.95 and $11.45, significantly above the consensus estimate of $9.77 [5] - The company expects total sales growth of 8% to 10%, assuming comparable store sales rise between 1% and 3% following a 2% increase in fiscal 2025 [5]

Burlington Stores reported higher fiscal fourth-quarter profit as concerns about inflation and the economy drove consumers to off-price retailers https://t.co/NVcjuSGboZ ...

Company Overview - Burlington Stores, Inc. (BURL) is a retailer with over 50 years of history, originally founded in 1972 as the Burlington Coat Factory in New Jersey [1] Investment Strategy - BAD BEAT Investing, a team of analysts, focuses on short- and medium-term investments, income generation, special situations, and momentum trades, with a proven track record of success [1] - The team emphasizes teaching investors to become proficient traders through a structured playbook, providing in-depth research and clear entry and exit targets [1] Analyst Insights - The analysts involved in BAD BEAT Investing have a beneficial long position in BURL shares, indicating confidence in the company's future performance [1]

Core Insights - Burlington Stores reported revenue of $3.65 billion for the quarter ended January 2026, reflecting an 11.3% increase year-over-year and a surprise of +1.75% over the Zacks Consensus Estimate of $3.58 billion [1] - The company's EPS for the quarter was $4.89, up from $4.07 in the same quarter last year, with an EPS surprise of +4.08% compared to the consensus estimate of $4.70 [1] Financial Performance Metrics - Comparable store sales increased by 4%, exceeding the average estimate of 2.3% from four analysts [4] - The total number of stores at the end of the period was 1,212, matching the average estimate from three analysts [4] - Net sales were reported at $3.64 billion, surpassing the average estimate of $3.57 billion, with a year-over-year change of +11.3% [4] - Other revenue was reported at $4.88 million, slightly below the average estimate of $5.03 million, representing a year-over-year decline of -2.5% [4] Stock Performance - Over the past month, shares of Burlington Stores have returned +0.1%, while the Zacks S&P 500 composite experienced a -0.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]