Burlington Stores lifted its 2026 sales-growth outlook to 9%–11% after solid results, sending the stock above its 50-day moving average as momentum indicators turn bullish. The rally reflects a broader earnings-season tilt toward non-AI winners, suggesting room for further upside if margin improvement and top-line trends endure into the back half of 2026.
Burlington Stores delivered a strong Q1 2026, with total sales up 14% to $2.852B and comp-store sales up 6%. Adjusted EPS rose to $2.10 (GAAP $1.79), prompting a FY2026 guidance increase to 2–4% comp growth and $11.45–$11.80 Adjusted EPS. The results underpin margin expansion, ongoing buybacks, and plans to open ~115 net new stores, supporting a positive earnings trajectory into 2026.
Burlington is expanding its footprint with 26 new stores this month, including three in California, as part of its aggressive growth strategy. The company projects sales will reach $11.5 billion by 2025, and is on track to open 500 net new stores by 2028. This expansion should bolster its market position and revenue in a challenging retail environment.
Burlington Stores reported an 11% sales increase in Q4 and a 21% rise in adjusted EPS. The company anticipates continued strong sales growth in FY26, with plans for 110 new stores, positioning it favorably for future earnings expansion.
BURL's Q3 EPS of $1.80 beat estimates but sales missed expectations. Comparable store sales rose 1%, with a rebound in mid-October and November. EPS outlook for 2025 raised to $9.69-9.89, exceeding previous estimates. Analysts adjusted price targets down, but maintained strong ratings on BURL. BURL shares gained 5.3% following the earnings announcement.
Burlington Stores reported increased third-quarter sales. The company has raised its full-year sales forecast. Consumer preference is shifting towards off-price retailers. Concerns about inflation and economic conditions influence purchasing decisions.