Burlington Stores, Inc. Earnings Recaps
Q3 2025
Nov 25, 2025
Burlington Stores delivered a solid third quarter with 7% sales growth and significant margin expansion despite weather-related traffic challenges, leading to an optimistic adjustment of full-year earnings guidance.
Key takeaways
- Total sales grew by 7% compared to a strong 11% growth in the previous year, aided by a strong back-to-school performance.
- Comp store sales increased by 1%, impacted by warmer weather before showing positive momentum in mid-October.
- Adjusted full-year EBIT margin guidance upgraded to an expansion of 60 to 70 basis points, reflecting effective expense management and strong margins despite tariff pressures.
- Planning for 110 net new store openings in 2026, indicating confidence in new store performance and growth potential.
- Long-term operating income target remains on track, projecting growth towards approximately $1.6 billion by 2028.
Q2 2025
Aug 28, 2025
Burlington Stores delivered a strong Q2 for FY2025 with a 10% increase in total sales and a significant EPS beat of $1.72, reflecting effective execution of their Burlington 2.0 initiatives.
Key takeaways
- Comp store sales rose 5%, matching last year's growth, highlighting effective inventory management amid external challenges.
- Operating margin expanded by 120 basis points due to improved merchandise margins and operational efficiencies.
- Full-year guidance has been raised, though the company anticipates pressure from increased tariffs in the back half of the year.
- Burlington 2.0 initiatives, particularly Merchandising and Stores 2.0, are proving effective in adapting to market changes and enhancing customer experience.