10-QPeriod: Q2 FY2022

Burlington Stores, Inc. Quarterly Report for Q2 Ended Jul 31, 2021

Filed August 26, 2021For Securities:BURL

Summary

Burlington Stores, Inc. reported a strong financial rebound in the second quarter and first half of fiscal year 2021, significantly exceeding the prior year's performance which was heavily impacted by COVID-19 store closures. Net sales surged by 119.1% and 143.6% respectively for the three and six-month periods ending July 31, 2021, compared to the same periods in 2020. This robust sales growth, coupled with strategic expense management and a recovery in consumer spending, led to a return to profitability, with net income of $102.6 million and $273.6 million for the respective periods. The company also demonstrated improved operational efficiency, with a notable reduction in selling, general, and administrative expenses as a percentage of net sales, and a recovery in gross margin. Burlington has been actively managing its debt, including refinancing its Term Loan Facility and redeeming its Secured Notes, enhancing its financial flexibility. The company continues to expand its store footprint and remains focused on driving comparable store sales growth and improving operating margins through various strategic initiatives.

Financial Statements
Beta
Revenue$2.22B
Cost of Revenue$1.28B
Gross Profit$936.23M
SG&A Expenses$702.29M
Operating Expenses$2.09B
Net Income$102.55M
EPS (Basic)$1.54
EPS (Diluted)$1.50
Shares Outstanding (Basic)66.64M
Shares Outstanding (Diluted)68.45M

Key Highlights

  • 1Net sales for the three months ended July 31, 2021, increased by 119.1% to $2.21 billion compared to the prior year, driven by a 19% increase in comparable store sales (vs. 2019) and the opening of new stores.
  • 2Net income for the three months ended July 31, 2021, was $102.6 million, a significant turnaround from a net loss of $46.8 million in the same period last year.
  • 3For the six months ended July 31, 2021, net sales increased by 143.6% to $4.40 billion, and net income was $273.6 million, compared to a net loss of $380.5 million in the prior year.
  • 4Gross margin as a percentage of net sales decreased to 42.2% in Q2 2021 from 45.8% in Q2 2020, primarily due to increased freight and labor costs and lower clearance markdowns in the prior year quarter.
  • 5The company repaid $300 million of Secured Notes and extended the maturity of its Term Loan Facility during the period, improving its debt structure and financial flexibility.
  • 6Burlington continues to expand its store base, opening 37 net new stores in the first half of fiscal year 2021, and plans to open 75 net new stores for the full fiscal year.
  • 7Cash flow from operations was strong at $426.9 million for the six months ended July 31, 2021, a significant improvement from a negative $473.0 million in the prior year period, reflecting the strong sales recovery.

Frequently Asked Questions

The primary driver of Burlington's significant revenue increase was the substantial recovery from the temporary store closures experienced in the second quarter of fiscal year 2020 due to the COVID-19 pandemic. This was supplemented by a 19% increase in comparable store sales (compared to 2019) and the addition of new stores.

Burlington actively managed its debt by redeeming $300 million of Secured Notes and successfully refinancing its Term Loan Facility, extending its maturity to 2028. The company also maintained significant availability under its ABL Line of Credit.

Burlington remains committed to expanding its retail store base. They opened 37 net new stores in the first half of fiscal 2021 and plan to open approximately 75 net new stores for the full fiscal year. The company sees a long-term opportunity to operate up to 2,000 stores.

Key risks and challenges include the ongoing impact of the COVID-19 pandemic on consumer spending and supply chains, general economic conditions, intense competition within the retail sector, seasonality, and potential increases in freight and labor costs due to industry-wide supply chain issues.