Analyst Consensus ?
ConsensusBuy35 ratings
Bullish3188.6%
Neutral411.4%
Bearish00.0%
Burlington Stores, Inc. · BURL · FY2025 Q3 · Calendar Q1 2026
Burlington grows sales as margins expand despite soft comps
The quarter supports a mixed view: Burlington is showing operating leverage, store-expansion momentum, and tariff mitigation, but the 1% comparable-sales result leaves demand strength and execution as important tests.
Reported Before market openNYSEConsumer Cyclical
$17.33B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.80
Consensus $1.64
EPS surprise
+9.8%
Reported versus consensus
Reported revenue
$2.71B
Consensus $2.72B
Revenue surprise
-0.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-12.2%
Event window
SPY move
+0.9%
Same window
Abnormal move
-13.2%
Stock minus SPY
Volume
4.3×
Versus trailing sessions
Subsequent drift
+15.5%
Up to 20 sessions
BURLSPY benchmark
Ask FN2 about BURL FY2025 Q3
Transcript, numbers and history already loaded
Why did BURL fall 12.2% after beating EPS estimates in FY2025 Q3?What changed in BURL's guidance and outlook in FY2025 Q3?Give me the bull and bear case for BURL after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Versus the prior-quarter analysis, the current analysis shows Q3 total sales growth moderating to 7% with comparable sales at 1% because of warm weather, while margin expansion continued and full-year EBIT margin and EPS guidance were raised. The new analysis also highlights a planned southeastern distribution center and at least 110 net new stores in 2026.
Guidance delta
Management raised full-year EBIT margin and EPS guidance after 60 basis points of margin expansion; the supplied analysis does not provide the revised figures.
Key takeaways
- Q3 sales increased 7%, while comparable sales rose 1% amid unusually warm weather.
- A 60-basis-point margin expansion supported higher full-year EBIT margin and EPS guidance.
- Management highlighted 73 net new stores in Q3 and plans for at least 110 net new stores in 2026.
- Vendor negotiations and inventory turns helped mitigate tariff pressure.
- The central watchpoints are comparable-sales momentum, weather, tariffs, and execution of the store and distribution-center expansion.
Management priorities
- Open at least 110 net new stores in fiscal 2026.
- Launch a southeastern distribution center in the first half of 2026.
- Continue margin expansion and supply-chain productivity initiatives.
- Maintain the off-price playbook and use reserve inventory to support sales trends.
- Advance toward the long-range operating-income goal.
Follow BURL with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$274.49Current
$157Low
$307.33Average
$440High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 2, 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 $274.49. 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 | +39.2% | Aug 31, 2026 |
| Wells Fargo | Analyst unavailable | $370 | $290 | +34.8% | Aug 28, 2026 |
| Deutsche Bank | Krisztine Katai | $323 | $290 | +17.7% | Aug 28, 2026 |
| Bernstein | Analyst unavailable | $355 | $290 | +29.3% | Aug 28, 2026 |
| Morgan Stanley | Analyst unavailable | $432 | $290 | +57.4% | Aug 28, 2026 |
| Evercore ISI | Analyst unavailable | $400 | $347.67 | +45.7% | Aug 17, 2026 |
| UBS | Jay Sole | $440 | $347.67 | +60.3% | Aug 17, 2026 |
| Jefferies | Analyst unavailable | $410 | $352.58 | +49.4% | Aug 14, 2026 |
| Morgan Stanley | Analyst unavailable | $438 | $367.82 | +59.6% | Aug 5, 2026 |
| Jefferies | Corey Tarlowe | $365 | $323.83 | +33.0% | May 29, 2026 |
| UBS | Analyst unavailable | $435 | $311.5 | +58.5% | May 29, 2026 |
| UBS | Analyst unavailable | $351 | $311.7 | +27.9% | May 29, 2026 |
| Truist Financial | Joseph Civello | $310 | $295.06 | +12.9% | May 28, 2026 |
| Barclays | Analyst unavailable | $411 | $324.51 | +49.7% | May 26, 2026 |
| Truist Financial | Joseph Civello | $305 | $293.6 | +11.1% | May 18, 2026 |
| Jefferies | Corey Tarlowe | $370 | $321.47 | +34.8% | Mar 5, 2026 |
| Evercore ISI | Michael Binetti | $375 | $314.78 | +36.6% | Mar 5, 2026 |
| Deutsche Bank | Krisztina Katai | $318 | $309.26 | +15.9% | Jan 8, 2026 |
| Bernstein | Analyst unavailable | $350 | $308.71 | +27.5% | Jan 6, 2026 |
| Morgan Stanley | Analyst unavailable | $310 | $258.73 | +12.9% | Nov 26, 2025 |
| Goldman Sachs | Analyst unavailable | $331 | $249.65 | +20.6% | Nov 26, 2025 |
| Barclays | Analyst unavailable | $331 | $252.42 | +20.6% | Nov 26, 2025 |
| Jefferies | Corey Tarlowe | $330 | $249.65 | +20.2% | Nov 25, 2025 |
| Bernstein | Aneesha Sherman | $365 | $287.2 | +33.0% | Nov 25, 2025 |
| Gordon Haskett Capital Corporation | Analyst unavailable | $270 | $270.61 | -1.6% | Nov 5, 2025 |
| Wells Fargo | Analyst unavailable | $315 | $268.86 | +14.8% | Oct 27, 2025 |
| Telsey Advisory | Analyst unavailable | $350 | $290.68 | +27.5% | Aug 29, 2025 |
| Morgan Stanley | Analyst unavailable | $328 | $290.68 | +19.5% | Aug 29, 2025 |
| UBS | Analyst unavailable | $430 | $295.28 | +56.7% | Aug 29, 2025 |
| Wells Fargo | Ike Boruchow | $330 | $295.28 | +20.2% | Aug 28, 2025 |
| UBS | Jay Sole | $390 | $249.27 | +42.1% | Jul 14, 2025 |
| Robert W. Baird | Analyst unavailable | $335 | $240.22 | +22.0% | Mar 7, 2025 |
| Barclays | Analyst unavailable | $329 | $240.22 | +19.9% | Mar 7, 2025 |
| UBS | Jay Sole | $360 | $287.06 | +31.2% | Jan 10, 2025 |
| Bernstein | Aneesha Sherman | $380 | $281.14 | +38.4% | Jan 7, 2025 |
| Robert W. Baird | Mark Altschwager | $330 | $288.63 | +20.2% | Nov 27, 2024 |
| Citigroup | Paul Lejuez | $313 | $267.17 | +14.0% | Aug 30, 2024 |
| Wells Fargo | Ike Boruchow | $325 | $268.2 | +18.4% | Aug 23, 2024 |
| Gordon Haskett Capital Corporation | Chuck Grom | $300 | $264.45 | +9.3% | Aug 19, 2024 |
| BMO Capital | Simeon Siegel | $240 | $235.55 | -12.6% | May 31, 2024 |
| Robert W. Baird | Mark Altschwager | $275 | $235.55 | +0.2% | May 31, 2024 |
| Telsey Advisory | Dana Telsey | $270 | $235.55 | -1.6% | May 31, 2024 |
| Barclays | Adrienne Yih | $274 | $235.55 | -0.2% | May 31, 2024 |
| Deutsche Bank | Gabriella Carbone | $265 | $235.55 | -3.5% | May 31, 2024 |
| Wells Fargo | Ike Boruchow | $275 | $235.55 | +0.2% | May 31, 2024 |
| Evercore ISI | Michael Binetti | $274 | $235.55 | -0.2% | May 30, 2024 |
| Morgan Stanley | Alex Straton | $218 | $185.68 | -20.6% | May 6, 2024 |
| UBS | Jay Sole | $212 | $178.02 | -22.8% | May 2, 2024 |
| Bernstein | Aneesha Sherman | $285 | $227.61 | +3.8% | Mar 25, 2024 |
| Piper Sandler | Edward Yruma | $240 | $195.97 | -12.6% | Jan 17, 2024 |
| Loop Capital Markets | Simeon Siegel | $175 | $170.97 | -36.2% | Nov 22, 2023 |
| Morgan Stanley | Alex Stratton | $233 | $154.27 | -15.1% | Aug 25, 2023 |
| Barclays | Adrienne Yih | $213 | $169.95 | -22.4% | Aug 24, 2023 |
| Gordon Haskett Capital Corporation | Chuck Grom | $175 | $156.61 | -36.2% | Jun 26, 2023 |
| Wells Fargo | Ike Boruchow | $240 | $160.56 | -12.6% | May 26, 2023 |
| Telsey Advisory | Dana Telsey | $250 | $215.63 | -8.9% | Mar 3, 2023 |
| Loop Capital Markets | Analyst unavailable | $200 | $210.95 | -27.1% | Jan 4, 2023 |
| Goldman Sachs | Analyst unavailable | $225 | $193.84 | -18.0% | Dec 12, 2022 |
| Goldman Sachs | Analyst unavailable | $200 | $190.17 | -27.1% | Nov 23, 2022 |
| Citigroup | Analyst unavailable | $219 | $189.7 | -20.2% | Nov 23, 2022 |
| Morgan Stanley | Analyst unavailable | $219 | $188.1 | -20.2% | Nov 23, 2022 |
| Credit Suisse | Analyst unavailable | $205 | $189.38 | -25.3% | Nov 23, 2022 |
| Barclays | Analyst unavailable | $230 | $189.96 | -16.2% | Nov 23, 2022 |
| Deutsche Bank | Analyst unavailable | $157 | $148.75 | -42.8% | Nov 14, 2022 |
| Deutsche Bank | Analyst unavailable | $177 | $144.81 | -35.5% | Aug 26, 2022 |
| Morgan Stanley | Analyst unavailable | $167 | $146.08 | -39.2% | Aug 26, 2022 |
| Barclays | Analyst unavailable | $164 | $147.01 | -40.3% | Aug 26, 2022 |
| Telsey Advisory | Analyst unavailable | $200 | $147.01 | -27.1% | Aug 26, 2022 |
| Telsey Advisory | Dana Telsey | $218 | $154.75 | -20.6% | Aug 22, 2022 |
| Telsey Advisory | Analyst unavailable | $218 | $156.05 | -20.6% | Aug 22, 2022 |
| UBS | Analyst unavailable | $140 | $139.19 | -49.0% | Jul 15, 2022 |
| Loop Capital Markets | Analyst unavailable | $120 | $151.14 | -56.3% | Jul 8, 2022 |
| Wells Fargo | Analyst unavailable | $200 | $151.1 | -27.1% | Jul 7, 2022 |
| Citigroup | Analyst unavailable | $220 | $171.63 | -19.9% | May 31, 2022 |
| Deutsche Bank | Analyst unavailable | $191 | $171.37 | -30.4% | May 27, 2022 |
| Robert W. Baird | Analyst unavailable | $205 | $166.9 | -25.3% | May 27, 2022 |
| Morgan Stanley | Analyst unavailable | $315 | $171.02 | +14.8% | May 27, 2022 |
| Berenberg Bank | Brian McNamara | $292 | $169.87 | +6.4% | May 26, 2022 |
| Deutsche Bank | Gabriella Carbone | $191 | $169.87 | -30.4% | May 26, 2022 |
| Wells Fargo | Ike Boruchow | $210 | $169.87 | -23.5% | May 26, 2022 |
| UBS | Jay Sole | $209 | $174.84 | -23.9% | May 17, 2022 |
| Morgan Stanley | Analyst unavailable | $329 | $188.62 | +19.9% | May 10, 2022 |
| Wells Fargo | Ike Boruchow | $235 | $228.93 | -14.4% | Apr 19, 2022 |
| Deutsche Bank | Gabriella Carbone | $235 | $189.67 | -14.4% | Mar 4, 2022 |
| Telsey Advisory | Dana Telsey | $280 | $189.67 | +2.0% | Mar 4, 2022 |
| Morgan Stanley | Kimberly Greenberger | $355 | $189.67 | +29.3% | Mar 4, 2022 |
| Evercore ISI | Omar Saad | $200 | $189.67 | -27.1% | Mar 4, 2022 |
| J.P. Morgan | Matthew Boss | $250 | $203.12 | -8.9% | Mar 3, 2022 |
| Cowen & Co. | John Kernan | $258 | $203.12 | -6.0% | Mar 3, 2022 |
| Truist Financial | Beth Reed | $238 | $203.12 | -13.3% | Mar 3, 2022 |
| Berenberg Bank | Brian McNamara | $315 | $210 | +14.8% | Feb 23, 2022 |
| Gordon Haskett Capital Corporation | Charles Grom | $350 | $234.7 | +27.5% | Feb 10, 2022 |
| Citigroup | Paul Lejuez | $329 | $230.29 | +19.9% | Jan 28, 2022 |
| Bank of America Securities | Lorraine Hutchinson | $350 | $290.09 | +27.5% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| NKE NIKE, Inc. | FY2027 Q1 · Calendar Q4 2026 | +10.0% | -0.7% | Nike’s performance categories grow as resets weigh on FY27 outlook |
| CCL Carnival Corporation & plc | FY2026 Q3 · Calendar Q3 2026 | +5.9% | +13.4% | Carnival posts record Q3 as demand and efficiency offset fuel costs |
| 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
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the BURL recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-02T12:06:12.536087+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-02T12:06:12.533221+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 2026-10-02. For educational purposes only; not investment advice.