The earnings call reflects a cautiously optimistic outlook with significant sales and earnings growth. However, the company faces challenges with flat comp sales and external uncertainties such as tariffs and macroeconomic factors. The strategic reserve inventory and new store openings are positive indicators, but economic and tariff-related concerns temper the overall sentiment.

Company Guidance -

Q2 2025

During the Burlington Stores Inc. first-quarter 2025 earnings call, the company provided guidance on several key metrics. Total sales grew by 6%, while comparable store sales were flat, both aligning with the midpoint of their guidance. The company's EBIT margin increased by 30 basis points, and adjusted EPS rose by 18% over the previous year. Burlington reaffirmed its full-year guidance, projecting comp store sales growth between flat to 2%, and maintained its adjusted EBIT margin target of flat to an increase of 30 basis points. For the second quarter, they anticipate total sales growth of 5% to 7%, with comp store sales similarly flat to up 2%. The full-year guidance assumes no increase in current tariff rates, and factors in potential impacts from tariffs and macroeconomic conditions. Capital expenditures for fiscal 2025 are expected to be approximately $950 million, with plans to open 100 net new stores during the year.

Sales Growth

Total sales grew by 6% on top of 11% growth last year. The gross margin rate for the first quarter was 43.8%, an increase of 30 basis points versus last year.

Earnings and Margin Improvement

EBIT margin increased by 30 basis points, and adjusted EPS was up 18% over last year. Adjusted SG&A costs in Q1 decreased 30 basis points versus last year.

Reserve Inventory Strategy

Reserve inventory was up 31% compared to last year, allowing flexibility to offer high-quality merchandise at competitive prices.

New Store Pipeline

Plans to open 100 net new stores in 2025, with an additional 46 locations acquired from JOANN’s Fabrics for the 2026 pipeline.

Burlington Stores (BURL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BURL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 21, 2025	2025 (Q2)	1.28 / -	1.2	―	―	―
May 29, 2025	2025 (Q1)	1.43 / 1.60	1.35	18.52% (+0.25)	―
Mar 06, 2025	2024 (Q4)	3.77 / 4.07	3.66	11.20% (+0.41)	―
Nov 26, 2024	2024 (Q3)	1.55 / 1.55	0.98	58.16% (+0.57)	―
Aug 29, 2024	2024 (Q2)	0.96 / 1.20	0.6	100.00% (+0.60)	―
May 30, 2024	2024 (Q1)	1.07 / 1.35	0.84	60.71% (+0.51)	―
Mar 07, 2024	2023 (Q4)	3.31 / 3.66	2.96	23.65% (+0.70)	―
Nov 21, 2023	2023 (Q3)	0.97 / 0.98	0.43	127.91% (+0.55)	―
Aug 24, 2023	2023 (Q2)	0.45 / 0.60	0.35	71.43% (+0.25)	―
May 25, 2023	2023 (Q1)	0.92 / 0.84	0.54	55.56% (+0.30)	―

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

BURL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 29, 2025	$238.59	$227.80	-4.52%
Mar 06, 2025	$236.95	$257.65	+8.74%
Nov 26, 2024	$291.66	$286.94	-1.62%
Aug 29, 2024	$272.89	$267.17	-2.10%

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.