BURLINGTON STORES (BURL)

Saturday

5:48 PM

Thesis: Burlington's strong e-commerce growth and aggressive store expansion plans are positioning the company well to capture market share in a recovering retail environment.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$11.6B	$11.5B	$12.8B
Rev. Growth	+8.8%	-0.5%	+11.6%
EPS	$9.51	$9.78	$11.81
EPS Growth	+20.2%	+2.9%	+20.7%
P/E (fwd)	32.9×	32.0×	26.5×

★ Analysts see FY2027 revenue reaching $12.8B — +11.6% growth in a single year.

What’s Driving the Stock

1Burlington's e-commerce sales have increased by 40% YoY, indicating a strong shift in consumer purchasing behavior towards online platforms.
2The company plans to open 100 new stores in the next 18 months, expanding its footprint in key metropolitan areas.
3Burlington has successfully negotiated better terms with key suppliers, resulting in a projected gross margin increase of 150 basis points.
4The company's inventory turnover ratio has improved to 4.5x, indicating efficient management of stock levels and reduced markdowns.
5Shift towards off-price retailing as consumers seek value
6Growth in e-commerce as a channel for discount retailers
7Consumer spending trends, particularly in apparel and home goods
8Inventory turnover rates and markdown strategies

FY2025 Snapshot

Revenue: $11.6B
Rev. Growth: +8.8%
Gross Margin: 43.9%
Op. Margin: 7.3%
Net Margin: 5.3%
Net Income: $610M
NI Growth: +21.1%
EPS: $9.51
1Y Return: +32.1%

BURL Chart

My Notes

"Management highlighted, 'Our focus on e-commerce and strategic store openings will drive our growth in the coming years.'"
Moat: Burlington's competitive advantage lies in its strong vendor relationships and ability to offer a wide variety of discounted products.
growth - Investors are drawn to Burlington for its strong revenue growth and expanding market share in the off-price retail sector.
Rising interest rates can increase financing costs for inventory and expansion…
Watch on earnings: UMCSENT, RSXFS, CPIAUCSL.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $11.5B to $12.8B as burlington's e-commerce sales have increased by 40% yoy, indicating a strong shift in consumer purchasing behavior.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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