Analyst Consensus ?
ConsensusBuy35 ratings
Bullish3188.6%
Neutral411.4%
Bearish00.0%
Burlington Stores, Inc. · BURL · FY2025 Q1 · Calendar Q2 2025
Burlington maintains outlook as value strategy supports growth
The supplied analysis provides partial support for the view that resilient value-oriented demand and operating initiatives can support growth, but the evidence is mixed: comparable sales were flat in the quarter, guidance was maintained rather than raised, and tariff, freight, and consumer risks remain material.
Reported Before market openNYSEConsumer Cyclical
$17.43B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.39
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.52B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-4.5%
Event window
SPY move
+0.4%
Same window
Abnormal move
-4.9%
Stock minus SPY
Volume
2.7×
Versus trailing sessions
Subsequent drift
+1.2%
Up to 20 sessions
BURLSPY benchmark
Ask FN2 about BURL FY2025 Q1
Transcript, numbers and history already loaded
What drove BURL's -4.5% move after FY2025 Q1 earnings?What changed in BURL's guidance and outlook in FY2025 Q1?Give me the bull and bear case for BURL after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management continued to emphasize value-oriented demand, Merchandising 2.0, reserve inventory, store upgrades, and expansion. New items in the supplied analysis include 46 former JOANN leases for future openings and a reserve inventory position described as largely tariff-free.
Guidance delta
Maintained; the supplied analysis says full-year 2025 guidance was unchanged, including flat to +2% comparable-sales guidance.
Key takeaways
- Management highlighted Merchandising 2.0, reserve inventory, and store-experience upgrades as operating supports.
- The company plans 100 net-new stores in FY2025 and has added 46 former JOANN leases to its future pipeline.
- Tariffs, freight costs, consumer spending, and inventory utilization remain the principal execution risks.
Management priorities
- Roll out Merchandising 2.0 across buying and planning.
- Convert half of stores to Store Experience 2.0, with full conversion by the end of 2026.
- Open 100 net-new stores in FY2025 and integrate acquired JOANN leases into the 2026 pipeline.
- Use value messaging and flexible sourcing to support demand and manage tariff exposure.
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Estimate
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Miss
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Analyst 52W Price Targets
$276.97Current
$157Low
$307.33Average
$440High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Goldman Sachs | Buy | Buy | Maintain | Aug 31, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Aug 31, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Aug 28, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 28, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 28, 2026 |
| UBS | Buy | Buy | Maintain | Aug 17, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 17, 2026 |
| Jefferies | Buy | Buy | Maintain | Aug 14, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | May 29, 2026 |
| Truist Securities | Hold | Hold | Maintain | May 29, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | May 29, 2026 |
| B of A Securities | Buy | Buy | Maintain | May 29, 2026 |
| Barclays | Overweight | Overweight | Maintain | May 26, 2026 |
| Telsey Advisory Group | Outperform | Outperform | Maintain | Mar 31, 2026 |
| Baird | Outperform | Outperform | Maintain | Mar 6, 2026 |
| TD Cowen | Buy | Buy | Maintain | Nov 26, 2025 |
| Loop Capital | Buy | Buy | Maintain | May 30, 2025 |
| Gordon Haskett | Buy | Hold | Upgrade | Aug 19, 2024 |
| BMO Capital | Outperform | Outperform | Maintain | May 31, 2024 |
| Piper Sandler | Overweight | Overweight | Maintain | Mar 8, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Mar 3, 2023 |
| OTR Global | Positive | Mixed | Upgrade | Feb 1, 2023 |
| Cowen & Co. | Market Perform | Market Perform | Maintain | Aug 26, 2022 |
| Berenberg | Buy | Hold | Upgrade | Feb 22, 2022 |
| MKM Partners | Buy | Buy | Maintain | Nov 24, 2021 |
| RBC Capital | Outperform | Outperform | Maintain | May 28, 2021 |
| Nomura Instinet | Buy | Buy | Maintain | May 29, 2020 |
| Nomura | Buy | Buy | Maintain | May 29, 2020 |
| DA Davidson | Buy | Buy | Maintain | Apr 28, 2020 |
| Wedbush | Outperform | Neutral | Upgrade | Mar 11, 2020 |
| Buckingham Research | Buy | Buy | Maintain | Aug 20, 2018 |
| Buckingham | Buy | Buy | Maintain | Aug 20, 2018 |
| BB&T Capital | Buy | Hold | Upgrade | Jan 19, 2016 |
| Sterne Agee | Buy | Neutral | Upgrade | Jan 16, 2015 |
| Bank of America | Buy | Buy | Maintain | Sep 2, 2014 |
Named analyst price targets
Upside is calculated against the persisted current price $276.97. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Analyst unavailable | $382 | $263.51 | +37.9% | Aug 31, 2026 |
| Wells Fargo | Analyst unavailable | $370 | $290 | +33.6% | Aug 28, 2026 |
| Deutsche Bank | Krisztine Katai | $323 | $290 | +16.6% | Aug 28, 2026 |
| Bernstein | Analyst unavailable | $355 | $290 | +28.2% | Aug 28, 2026 |
| Morgan Stanley | Analyst unavailable | $432 | $290 | +56.0% | Aug 28, 2026 |
| Evercore ISI | Analyst unavailable | $400 | $347.67 | +44.4% | Aug 17, 2026 |
| UBS | Jay Sole | $440 | $347.67 | +58.9% | Aug 17, 2026 |
| Jefferies | Analyst unavailable | $410 | $352.58 | +48.0% | Aug 14, 2026 |
| Morgan Stanley | Analyst unavailable | $438 | $367.82 | +58.1% | Aug 5, 2026 |
| Jefferies | Corey Tarlowe | $365 | $323.83 | +31.8% | May 29, 2026 |
| UBS | Analyst unavailable | $435 | $311.5 | +57.1% | May 29, 2026 |
| UBS | Analyst unavailable | $351 | $311.7 | +26.7% | May 29, 2026 |
| Truist Financial | Joseph Civello | $310 | $295.06 | +11.9% | May 28, 2026 |
| Barclays | Analyst unavailable | $411 | $324.51 | +48.4% | May 26, 2026 |
| Truist Financial | Joseph Civello | $305 | $293.6 | +10.1% | May 18, 2026 |
| Jefferies | Corey Tarlowe | $370 | $321.47 | +33.6% | Mar 5, 2026 |
| Evercore ISI | Michael Binetti | $375 | $314.78 | +35.4% | Mar 5, 2026 |
| Deutsche Bank | Krisztina Katai | $318 | $309.26 | +14.8% | Jan 8, 2026 |
| Bernstein | Analyst unavailable | $350 | $308.71 | +26.4% | Jan 6, 2026 |
| Morgan Stanley | Analyst unavailable | $310 | $258.73 | +11.9% | Nov 26, 2025 |
| Goldman Sachs | Analyst unavailable | $331 | $249.65 | +19.5% | Nov 26, 2025 |
| Barclays | Analyst unavailable | $331 | $252.42 | +19.5% | Nov 26, 2025 |
| Jefferies | Corey Tarlowe | $330 | $249.65 | +19.1% | Nov 25, 2025 |
| Bernstein | Aneesha Sherman | $365 | $287.2 | +31.8% | Nov 25, 2025 |
| Gordon Haskett Capital Corporation | Analyst unavailable | $270 | $270.61 | -2.5% | Nov 5, 2025 |
| Wells Fargo | Analyst unavailable | $315 | $268.86 | +13.7% | Oct 27, 2025 |
| Telsey Advisory | Analyst unavailable | $350 | $290.68 | +26.4% | Aug 29, 2025 |
| Morgan Stanley | Analyst unavailable | $328 | $290.68 | +18.4% | Aug 29, 2025 |
| UBS | Analyst unavailable | $430 | $295.28 | +55.3% | Aug 29, 2025 |
| Wells Fargo | Ike Boruchow | $330 | $295.28 | +19.1% | Aug 28, 2025 |
| UBS | Jay Sole | $390 | $249.27 | +40.8% | Jul 14, 2025 |
| Robert W. Baird | Analyst unavailable | $335 | $240.22 | +21.0% | Mar 7, 2025 |
| Barclays | Analyst unavailable | $329 | $240.22 | +18.8% | Mar 7, 2025 |
| UBS | Jay Sole | $360 | $287.06 | +30.0% | Jan 10, 2025 |
| Bernstein | Aneesha Sherman | $380 | $281.14 | +37.2% | Jan 7, 2025 |
| Robert W. Baird | Mark Altschwager | $330 | $288.63 | +19.1% | Nov 27, 2024 |
| Citigroup | Paul Lejuez | $313 | $267.17 | +13.0% | Aug 30, 2024 |
| Wells Fargo | Ike Boruchow | $325 | $268.2 | +17.3% | Aug 23, 2024 |
| Gordon Haskett Capital Corporation | Chuck Grom | $300 | $264.45 | +8.3% | Aug 19, 2024 |
| BMO Capital | Simeon Siegel | $240 | $235.55 | -13.3% | May 31, 2024 |
| Robert W. Baird | Mark Altschwager | $275 | $235.55 | -0.7% | May 31, 2024 |
| Telsey Advisory | Dana Telsey | $270 | $235.55 | -2.5% | May 31, 2024 |
| Barclays | Adrienne Yih | $274 | $235.55 | -1.1% | May 31, 2024 |
| Deutsche Bank | Gabriella Carbone | $265 | $235.55 | -4.3% | May 31, 2024 |
| Wells Fargo | Ike Boruchow | $275 | $235.55 | -0.7% | May 31, 2024 |
| Evercore ISI | Michael Binetti | $274 | $235.55 | -1.1% | May 30, 2024 |
| Morgan Stanley | Alex Straton | $218 | $185.68 | -21.3% | May 6, 2024 |
| UBS | Jay Sole | $212 | $178.02 | -23.5% | May 2, 2024 |
| Bernstein | Aneesha Sherman | $285 | $227.61 | +2.9% | Mar 25, 2024 |
| Piper Sandler | Edward Yruma | $240 | $195.97 | -13.3% | Jan 17, 2024 |
| Loop Capital Markets | Simeon Siegel | $175 | $170.97 | -36.8% | Nov 22, 2023 |
| Morgan Stanley | Alex Stratton | $233 | $154.27 | -15.9% | Aug 25, 2023 |
| Barclays | Adrienne Yih | $213 | $169.95 | -23.1% | Aug 24, 2023 |
| Gordon Haskett Capital Corporation | Chuck Grom | $175 | $156.61 | -36.8% | Jun 26, 2023 |
| Wells Fargo | Ike Boruchow | $240 | $160.56 | -13.3% | May 26, 2023 |
| Telsey Advisory | Dana Telsey | $250 | $215.63 | -9.7% | Mar 3, 2023 |
| Loop Capital Markets | Analyst unavailable | $200 | $210.95 | -27.8% | Jan 4, 2023 |
| Goldman Sachs | Analyst unavailable | $225 | $193.84 | -18.8% | Dec 12, 2022 |
| Goldman Sachs | Analyst unavailable | $200 | $190.17 | -27.8% | Nov 23, 2022 |
| Citigroup | Analyst unavailable | $219 | $189.7 | -20.9% | Nov 23, 2022 |
| Morgan Stanley | Analyst unavailable | $219 | $188.1 | -20.9% | Nov 23, 2022 |
| Credit Suisse | Analyst unavailable | $205 | $189.38 | -26.0% | Nov 23, 2022 |
| Barclays | Analyst unavailable | $230 | $189.96 | -17.0% | Nov 23, 2022 |
| Deutsche Bank | Analyst unavailable | $157 | $148.75 | -43.3% | Nov 14, 2022 |
| Deutsche Bank | Analyst unavailable | $177 | $144.81 | -36.1% | Aug 26, 2022 |
| Morgan Stanley | Analyst unavailable | $167 | $146.08 | -39.7% | Aug 26, 2022 |
| Barclays | Analyst unavailable | $164 | $147.01 | -40.8% | Aug 26, 2022 |
| Telsey Advisory | Analyst unavailable | $200 | $147.01 | -27.8% | Aug 26, 2022 |
| Telsey Advisory | Dana Telsey | $218 | $154.75 | -21.3% | Aug 22, 2022 |
| Telsey Advisory | Analyst unavailable | $218 | $156.05 | -21.3% | Aug 22, 2022 |
| UBS | Analyst unavailable | $140 | $139.19 | -49.5% | Jul 15, 2022 |
| Loop Capital Markets | Analyst unavailable | $120 | $151.14 | -56.7% | Jul 8, 2022 |
| Wells Fargo | Analyst unavailable | $200 | $151.1 | -27.8% | Jul 7, 2022 |
| Citigroup | Analyst unavailable | $220 | $171.63 | -20.6% | May 31, 2022 |
| Deutsche Bank | Analyst unavailable | $191 | $171.37 | -31.0% | May 27, 2022 |
| Robert W. Baird | Analyst unavailable | $205 | $166.9 | -26.0% | May 27, 2022 |
| Morgan Stanley | Analyst unavailable | $315 | $171.02 | +13.7% | May 27, 2022 |
| Berenberg Bank | Brian McNamara | $292 | $169.87 | +5.4% | May 26, 2022 |
| Deutsche Bank | Gabriella Carbone | $191 | $169.87 | -31.0% | May 26, 2022 |
| Wells Fargo | Ike Boruchow | $210 | $169.87 | -24.2% | May 26, 2022 |
| UBS | Jay Sole | $209 | $174.84 | -24.5% | May 17, 2022 |
| Morgan Stanley | Analyst unavailable | $329 | $188.62 | +18.8% | May 10, 2022 |
| Wells Fargo | Ike Boruchow | $235 | $228.93 | -15.2% | Apr 19, 2022 |
| Deutsche Bank | Gabriella Carbone | $235 | $189.67 | -15.2% | Mar 4, 2022 |
| Telsey Advisory | Dana Telsey | $280 | $189.67 | +1.1% | Mar 4, 2022 |
| Morgan Stanley | Kimberly Greenberger | $355 | $189.67 | +28.2% | Mar 4, 2022 |
| Evercore ISI | Omar Saad | $200 | $189.67 | -27.8% | Mar 4, 2022 |
| J.P. Morgan | Matthew Boss | $250 | $203.12 | -9.7% | Mar 3, 2022 |
| Cowen & Co. | John Kernan | $258 | $203.12 | -6.8% | Mar 3, 2022 |
| Truist Financial | Beth Reed | $238 | $203.12 | -14.1% | Mar 3, 2022 |
| Berenberg Bank | Brian McNamara | $315 | $210 | +13.7% | Feb 23, 2022 |
| Gordon Haskett Capital Corporation | Charles Grom | $350 | $234.7 | +26.4% | Feb 10, 2022 |
| Citigroup | Paul Lejuez | $329 | $230.29 | +18.8% | Jan 28, 2022 |
| Bank of America Securities | Lorraine Hutchinson | $350 | $290.09 | +26.4% | Nov 24, 2021 |
Track every rating change on BURL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBurlington Stores, Inc. operates as a prominent retail chain across the United States, offering a diverse selection of branded apparel and other consumer products. Its merchandise is heavily focused on current fashion trends, providing items such as women's ready-to-wear, men's clothing, youth apparel, footwear, accessories, and outerwear. Additionally, the company stocks toys, gifts, and various products for the home, baby, and beauty categories. As of January 29, 2022, Burlington Stores, Inc. maintained an extensive network of 837 outlets under its flagship Burlington Stores brand, two Cohoes Fashions locations, and a single MJM Designer Shoes store. These establishments are situated throughout 45 U.S. states and Puerto Rico. The enterprise was founded in 1972 and is headquartered in Burlington, New Jersey.
Historical context
All BURL earningsConsumer Cyclical peers this season
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| DRI Darden Restaurants, Inc. | FY2027 Q1 · Calendar Q3 2026 | 0.0% | -3.0% | Darden reaffirms FY2027 outlook as brands deliver mixed comp growth |
| AZO AutoZone, Inc. | FY2026 Q4 · Calendar Q3 2026 | +3.6% | +3.3% | AutoZone pairs commercial momentum with an aggressive FY2027 expansion plan |
| LEN-B Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | — | Lennar: Efficiency Gains Offset Housing-Market Pressures |
| LEN Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | -4.1% | Lennar Holds Volume Guidance as Margins Improve Despite Housing Headwinds |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-05-15T00:01:33.065679+00:00
- Polygon adjusted daily market bars · 2026-10-11T06:10:42.047194+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-11T06:10:42.044346+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-11. For educational purposes only; not investment advice.