Boot Barn Holdings (BOOT)
NYSE:BOOT
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.7Last Year’s EPS
1.74Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth, record revenue and EPS, successful new store expansion, accelerating e-commerce and meaningful progress on exclusive brands and margin expansion. Management provided constructive FY27 guidance with continued investments in stores, sourcing and distribution while acknowledging near-term margin headwinds from freight, occupancy and DC costs, tariff uncertainty and some category mix pressure. On balance, the positives (substantial sales and earnings growth, comp strength, brand and sourcing progress, and confident guidance) outweigh the identified near-term challenges.Company Guidance
Record Fiscal '26 Revenue and Earnings
Full-year revenue grew 18% to $2.25 billion and diluted EPS increased 25% to $7.35 (up $1.47 YoY), marking the company's highest sales and earnings on record.
Strong Fourth Quarter Results
Q4 net sales increased 19% to $539 million with consolidated same-store sales up 6.1% and Q4 diluted EPS up 19% to $1.45.
Robust New Store Growth and Economics
Opened a record 80 stores in FY26 (539 stores at year-end). Over the past 5 years opened 267 stores contributing >$750 million incremental revenue; new store cohort average expected to generate ≈$3.2 million annual sales and pay back in <2 years.
Sustained Same-Store Sales Momentum
Full year same-store sales growth of 7.2% and Q4 same-store sales +6.1%, driven by broad-based category strength (men's Western boots mid-single digits, ladies apparel double digits, denim low-teens) and fourth consecutive quarter of accelerating work boots comps (mid-single digits).
E-commerce Acceleration
E-commerce comp sales increased 14.1% in Q4, driven by double-digit growth on bootbarn.com and the launch of dedicated brand sites for several exclusive brands.
Exclusive Brand Penetration and Margin Expansion
FY exclusive brand penetration increased 220 bps to 40.8% (Q4 penetration +90 bps); merchandise margin expanded 80 bps for the full year and has improved ~660 bps over 6 years, supporting margin progress.
Customer Loyalty and Operational Execution
Customer loyalty database grew 12.5% YoY to 10.8 million active customers; field operations delivered strong customer service through heavy seasonality, inventory, and new store openings.
Capital Returns and Strong Liquidity
Repurchased ~$50 million of stock in FY26 (~287,000 shares), including $12.5 million in Q4; ended Q4 with $141 million cash and $0 drawn on $250 million revolver.
Confident FY27 High-End Guidance
At the high end of guidance, FY27 sales target $2.6 billion (+16% YoY), same-store sales +4%, merchandise margin rate ~51.4% (+50 bps YoY), operating income $353 million (13.5% of sales) and EPS $8.64 (+18% YoY).
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 |
|---|---|---|---|
May 14, 2026 | $146.36 | $143.85 | -1.71% |
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% |
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 Aug 05, 2026, After Close (Confirmed).
What is Boot Barn Holdings (BOOT) earnings time?
Boot Barn Holdings (BOOT) earnings time is at Aug 05, 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 2027 (Q1) is 1.7.
