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Boot Barn Holdings (BOOT)
NYSE:BOOT
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.43Last Year’s EPS
1.22Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth, notable margin expansion, robust online performance, record store openings, and a raised full-year outlook — balanced by near-term headwinds in Q4 from normalized shrink/freight, elevated inventory tied to new-store growth, and some weather disruption. Management highlighted execution on strategic initiatives (exclusive brands, omnichannel, store productivity) and a healthy balance sheet; the negatives are largely characterized as manageable or temporary.Company Guidance
Revenue and Same-Store Sales Growth
Net sales increased 16% year-over-year to $706.0M in the third quarter; consolidated same-store sales grew 5.7% (store comps +3.7%, e-commerce comps included separately).
E-commerce Acceleration
Online (e-commerce) same-store sales grew 19.6% in the quarter; management highlighted strong online momentum and that new exclusive-brand sites have attracted primarily net-new customers.
Merchandise Margin and Gross Profit Expansion
Merchandise margin rate expanded by 110 basis points year-over-year in the quarter; gross profit rose 18% to $281M and gross profit rate improved to 39.9% (up ~60 bps YoY).
Earnings Per Share and Profitability
Diluted EPS was $2.79 vs. $2.43 prior year; excluding a prior-year one-time benefit, EPS increased ~26% year-over-year; income from operations was $115M (16.3% of sales).
Record New-Store Growth and Productivity
Opened a record 25 stores in the quarter, ending with 514 stores; new stores average ~ $3.2M in annual sales in their first full year and pay back initial investment in <2 years; plan for ~70 new stores for the fiscal year and strong pipeline toward a 1,200-store target.
Raised Full-Year Guidance
Management raised full-year fiscal 2026 guidance: total sales expected $2.25B (up 18% YoY); same-store sales +7% (retail +6%, e-commerce +15%); merchandise margin ~50.8% (+70 bps YoY); expected FY EPS $7.35 and net income $226M.
Exclusive Brands and Omnichannel Initiatives
Exclusive brand penetration increased ~240 basis points in the quarter; company launched standalone sites (Cody James, Hawx) that are bringing net-new customers and plans additional brand sites (Cheyenne, Cleo & Wolf).
Balance Sheet Strength and Share Repurchase
Ended the quarter with $200M cash and zero borrowings on the $250M revolver; repurchased ~67,000 shares for $12.5M within a $200M repurchase authorization.
BOOT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BOOT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $183.20 | $188.48 | +2.88% |
Oct 29, 2025 | $194.22 | $185.51 | -4.48% |
Jul 31, 2025 | $171.90 | $170.89 | -0.59% |
May 14, 2025 | $132.84 | $154.97 | +16.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Boot Barn Holdings (BOOT) report earnings?
Boot Barn Holdings (BOOT) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is Boot Barn Holdings (BOOT) earnings time?
Boot Barn Holdings (BOOT) earnings time is at May 20, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BOOT EPS forecast?
BOOT EPS forecast for the fiscal quarter 2026 (Q4) is 1.43.
