Burlington Stores Q4 sales rise 11% on tariff impact management

Burlington Stores

05/03/2026 11:54

Corrects total sales in Key Details table to $3.64 bln from $3.27 bln; the super summary was previously corrected to fix EPS and net income numbers

Overview

Off-price retailer's Q4 sales grew 11%, adjusted EPS rose 21%

FY25 sales increased 9%, adjusted EPS up 22%

Company repurchased 223,863 shares for $59 mln in Q4

Outlook

Burlington Stores expects FY26 sales to rise 8% to 10%

Company forecasts FY26 adjusted EPS between $10.95 and $11.45

Burlington Stores plans to open 110 new stores in FY26

Result Drivers

COMPARABLE STORE SALES - Q4 comparable store sales increased 4%, building on a strong prior year increase, per CEO Michael O'Sullivan

TARIFF MANAGEMENT - Actions to counteract tariff impacts were successful, driving earnings growth, according to CEO Michael O'Sullivan

INVENTORY STRATEGY - Strategic inventory management contributed to improved margins and sales growth

Company press release: ID:nGNX1P4YXC

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Total sales
$3.64 bln
Q4 Adjusted EPS
$4.99
Q4 EPS
$4.84
Q4 Net Income
$310 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories retailers peer group is "buy"

Wall Street's median 12-month price target for Burlington Stores Inc is $350.00, about 16.4% above its March 4 closing price of $300.75

The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 23 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

 (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)