The earnings call reflected strong sales growth and operational efficiency, resulting in improved margins and exceeding earnings expectations. However, concerns about tariff impacts and weather-related sales risks were noted, along with softer performance in the home category.

Company Guidance

During Burlington Stores' second quarter 2025 earnings call, the company reported a 10% increase in total sales and a 5% rise in comparable store sales, both surpassing expectations. The operating margin expanded by 120 basis points, contributing to an EPS of $1.72, which exceeded the high end of the guidance range by $0.42. Despite the strong performance, Burlington maintained a cautious outlook for the second half of the year, projecting 0% to 2% comp sales growth for Q3 and Q4, citing potential weather-related and economic risks. The company raised its full-year guidance, anticipating a 20 to 40 basis point increase in adjusted EBIT margins and an adjusted EPS range of $9.19 to $9.59. The improved second-quarter results were attributed to the Burlington 2.0 initiatives, including Merchandising 2.0 and Stores 2.0, which enhanced operational efficiencies and customer experience. Reserve inventory levels were up 43% year-over-year, providing flexibility to respond to sales trends. Additionally, Burlington opened 23 net new stores during the quarter, contributing to a total of 1,138 stores.

Strong Sales Growth

Total sales grew 10% on top of 13% growth last year, with comp store sales increasing 5%, demonstrating strong market share gains.

Improved Operating Margin

Operating margin expanded by 120 basis points compared to last year, driven by stronger merchandise margins and expense efficiencies.

Earnings Per Share Exceed Expectations

EPS of $1.72 was $0.42 above the high end of guidance, representing a 39% increase versus the prior year.

Effective Cost Management

Gross margin rate increased by 90 basis points, benefiting from improved shortage and lower markdowns. SG&A costs decreased by 30 basis points due to savings initiatives.

Strategic Inventory Management

Reserve inventory was up 43% compared to last year, providing flexibility to chase stronger sales trends.

Strong Back-to-School Performance

Early back-to-school sales were particularly strong, with multi-year growth driven by a strategy to increase market share.

Burlington Stores (BURL) Earnings, Revenues Date & History

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BURL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 25, 2025	2025 (Q3)	1.65 / -	1.55	―	―	―
Aug 28, 2025	2025 (Q2)	1.28 / 1.59	1.2	32.50% (+0.39)	―
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)	―

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.