10-QPeriod: Q2 FY2017

Burlington Stores, Inc. Quarterly Report for Q2 Ended Jul 30, 2016

Filed August 25, 2016For Securities:BURL

Summary

Burlington Stores, Inc. reported a strong performance for the second quarter and first half of fiscal year 2016, demonstrating significant year-over-year growth in both revenue and net income. The company saw a notable increase in net sales, driven by a solid comparable store sales increase of 5.4% in Q2 and 4.9% for the first half. Gross margins improved due to higher initial markups, which helped to offset increased product sourcing costs. Selling, general, and administrative expenses were managed effectively, showing leverage as a percentage of net sales. The company also successfully repriced its senior secured term loan facility, reducing interest rate margins and improving its debt structure. Operationally, Burlington Stores is executing well on its strategy to enhance the off-price model, sharpen focus on its core female customer, and improve the customer experience. The company continues to invest in opening new stores, with plans for approximately 25 net new Burlington Stores in fiscal year 2016, demonstrating a commitment to physical expansion. Inventory levels were well-managed, showing a decrease compared to the prior year, contributing to improved inventory turnover. Overall, the financial results reflect positive momentum and effective strategic execution.

Financial Statements
Beta
Revenue$1.26B
Cost of Revenue$757.62M
Gross Profit$497.43M
SG&A Expenses$407.10M
Operating Expenses$1.23B
Net Income$20.39M
EPS (Basic)$0.29
EPS (Diluted)$0.28
Shares Outstanding (Basic)70.76M
Shares Outstanding (Diluted)71.99M

Key Highlights

  • 1Net sales increased by 9.7% to $1.26 billion for the three months ended July 30, 2016, and by 9.0% to $2.54 billion for the six months ended July 30, 2016.
  • 2Comparable store sales increased by 5.4% for the three months and 4.9% for the six months ended July 30, 2016.
  • 3Gross margin as a percentage of net sales improved to 39.6% in Q2 FY2016 and 39.9% in H1 FY2016, indicating better initial markups.
  • 4Selling, general, and administrative expenses as a percentage of net sales improved, demonstrating operating leverage.
  • 5Net income increased significantly to $20.4 million for the three months and $57.9 million for the six months ended July 30, 2016, compared to the prior year periods.
  • 6The company repriced its senior secured term loan facility, reducing interest rate margins and incurring a $3.8 million non-cash loss on extinguishment of debt.
  • 7Burlington Stores plans to open approximately 25 net new stores in Fiscal Year 2016, indicating continued expansion.

Frequently Asked Questions

Burlington Stores demonstrated strong financial performance, with significant year-over-year increases in both net sales and net income for the three and six months ended July 30, 2016. The company achieved a comparable store sales growth of 5.4% in the quarter and 4.9% for the first half, alongside an improvement in gross margins and effective management of selling, general, and administrative expenses.

The company successfully repriced its senior secured term loan facility on July 29, 2016, which reduced interest rate margins. This transaction resulted in a non-cash loss on extinguishment of debt of $3.8 million but improved the terms of their long-term debt.

Burlington Stores is focusing on enhancing its off-price model, sharpening its focus on the core female customer, improving the overall customer experience, increasing e-commerce sales, and expanding and enhancing its retail store base. They are also working on improving operating margins through optimized markdowns and enhanced purchasing power.

The company continues to pursue its growth plans, with a strategy focused on market identification and financial discipline. They opened six new stores in the first half of the fiscal year and plan to open approximately 25 net new Burlington Stores during Fiscal Year 2016.