10-KPeriod: FY2023

Burlington Stores, Inc. Annual Report, Year Ended Jan 28, 2023

Filed March 13, 2023For Securities:BURL

Summary

Burlington Stores, Inc. (BURL) reported its fiscal year 2022 results, highlighting a 13% decrease in comparable store sales, impacted by economic pressures on its core customer base and broader retail promotional activity. Despite this sales decline, the company continued its expansion strategy, opening 91 new stores to reach a total of 927 locations by the end of the fiscal year. Net income decreased to $230.1 million from $408.8 million in the prior year, primarily due to lower sales and a reduced gross margin rate, which was affected by higher markdowns and increased freight costs. The company remains focused on driving profitability through initiatives like chasing sales trends, optimizing inventory levels, investing in merchandising capabilities, and challenging operating expenses. Burlington's long-term strategy includes expanding its store base to a target of 2,000 stores, leveraging a smaller store prototype. Financially, the company maintained a strong liquidity position with $872.6 million in cash and cash equivalents at year-end and $795.7 million available under its credit facility. BURL also continued its share repurchase program, buying back $302.7 million of its common stock during the fiscal year. The company's long-term debt stands at $1.46 billion. While facing macroeconomic headwinds and competitive pressures, Burlington is investing in its store experience and operational flexibility to navigate the current retail landscape and pursue its growth objectives.

Financial Statements
Beta
Revenue$8.70B
Cost of Revenue$5.17B
Gross Profit$3.53B
SG&A Expenses$2.88B
Operating Expenses$8.40B
Net Income$230.12M
EPS (Basic)$3.51
EPS (Diluted)$3.49
Shares Outstanding (Basic)65.64M
Shares Outstanding (Diluted)65.90M

Key Highlights

  • 1Comparable store sales decreased by 13% in Fiscal 2022, impacted by economic pressures on consumers and increased retail promotions.
  • 2The company expanded its store footprint, opening 91 new stores, bringing the total to 927 by the end of Fiscal 2022.
  • 3Net income for Fiscal 2022 was $230.1 million, a decrease from $408.8 million in Fiscal 2021, largely due to lower sales and reduced gross margin.
  • 4Gross margin percentage declined to 40.4% from 41.6% in the prior year, primarily due to higher markdowns and increased freight costs.
  • 5Burlington plans to open 70-80 net new stores in Fiscal 2023 and maintains a long-term store target of 2,000 locations.
  • 6The company ended Fiscal 2022 with $872.6 million in cash and cash equivalents and $795.7 million available under its credit facility, indicating a solid liquidity position.
  • 7Burlington repurchased $302.7 million of its common stock during Fiscal 2022, continuing its share repurchase program.

Frequently Asked Questions

Burlington Stores experienced a 13% decrease in comparable store sales for Fiscal 2022. This was attributed to economic pressures on its core customer base and increased promotional activity across the retail sector.

Burlington plans to continue its expansion strategy, aiming to open 70-80 net new stores in Fiscal 2023. The company has a long-term target of reaching 2,000 stores, utilizing a smaller store prototype and focusing on market opportunities.

As of January 28, 2023, Burlington reported $872.6 million in cash and cash equivalents and had $795.7 million available under its asset-based lending (ABL) credit facility, indicating a strong liquidity position. The company also managed its debt, with total debt amounting to $1.46 billion.

Profitability was impacted by several factors, including a 6.7% decrease in net sales, a decline in gross margin percentage to 40.4% (from 41.6% in the prior year) due to higher markdowns and increased freight costs. Selling, general, and administrative expenses as a percentage of net sales also increased due to deleverage in occupancy costs and higher product sourcing costs.