10-KPeriod: FY2021

Burlington Stores, Inc. Annual Report, Year Ended Jan 30, 2021

Filed March 15, 2021For Securities:BURL

Summary

Burlington Stores, Inc. (BURL) experienced a challenging fiscal year ended January 30, 2021, primarily due to the significant impact of the COVID-19 pandemic. The company temporarily closed all its stores and distribution centers in March 2020, resuming operations later in the year. This disruption led to a net loss of $216.5 million for the fiscal year, a stark contrast to the net income of $465.1 million in the prior year. The pandemic also impacted sales, resulting in a 20.8% decrease in net sales compared to Fiscal 2019. Despite the adverse effects of COVID-19, Burlington took proactive steps to manage its financial flexibility, including managing operating expenses, negotiating rent deferrals, suspending its share repurchase program, and securing new debt financing. The company also highlighted its long-term growth strategy, aiming to expand its store base to 2,000 locations and focusing on improving operational efficiency and enhancing the customer experience. The company ended the fiscal year with a strong liquidity position, including a significant increase in cash and cash equivalents.

Financial Statements
Beta
Revenue$5.75B
Cost of Revenue$3.56B
Gross Profit$2.20B
SG&A Expenses$2.33B
Operating Expenses$6.20B
Net Income-$216.50M
EPS (Basic)$-3.28
EPS (Diluted)$-3.28
Shares Outstanding (Basic)65.96M
Shares Outstanding (Diluted)65.96M

Key Highlights

  • 1Fiscal 2020 Net Loss: Burlington reported a net loss of $216.5 million, a significant downturn from the $465.1 million net income in Fiscal 2019, primarily attributed to COVID-19 impacts.
  • 2Sales Decline: Net sales decreased by 20.8% to $5.75 billion in Fiscal 2020, reflecting the temporary store closures and subsequent business disruptions.
  • 3Liquidity Management: The company raised $805 million in Convertible Senior Notes and $300 million in Senior Secured Notes and managed expenses to maintain financial flexibility during the pandemic.
  • 4Store Count Growth: Despite the challenges, Burlington continued to expand its store footprint, ending Fiscal 2020 with 761 stores, an increase of 34 stores from the prior year.
  • 5Increased Debt: The company significantly increased its long-term debt, primarily due to the issuance of convertible and secured notes to bolster liquidity.
  • 6Focus on Future Growth: Burlington reaffirmed its long-term store target of 2,000 locations and outlined initiatives to drive comparable store sales, invest in merchandising, and enhance operating margins.
  • 7Inventory Management: Inventory levels decreased slightly year-over-year, reflecting a strategy of operating with leaner inventories to improve freshness and turn.

Frequently Asked Questions

COVID-19 significantly impacted Burlington's financial performance. The company temporarily closed all of its stores and distribution centers in March 2020, leading to a substantial decrease in net sales by 20.8% and a net loss of $216.5 million for the fiscal year, compared to a net income of $465.1 million in Fiscal 2019.

Burlington took several steps to manage its financial health, including carefully managing operating expenses, working capital, and capital expenditures. They also negotiated rent deferral agreements with landlords, suspended their share repurchase program, and issued $805 million in Convertible Senior Notes and $300 million in Senior Secured Notes to enhance financial flexibility and liquidity.

Burlington's growth strategy includes expanding its store base with a long-term target of 2,000 stores. They plan to achieve this through a disciplined real estate strategy focused on unit economics and returns. Additionally, the company aims to increase comparable store sales by chasing sales trends, investing in merchandising capabilities, operating with leaner inventories, and enhancing existing and introducing new product categories.

Burlington's long-term debt increased significantly in Fiscal 2020. The company issued $805 million in Convertible Senior Notes and $300 million in Senior Secured Notes, primarily to bolster liquidity during the COVID-19 pandemic. As a result, total long-term debt rose substantially compared to the previous fiscal year.