10-QPeriod: Q1 FY2027

Burlington Stores, Inc. Quarterly Report for Q1 Ended May 2, 2026

Filed May 28, 2026For Securities:BURL

Summary

Burlington Stores, Inc. reported strong top-line growth in the first quarter of Fiscal 2026, with total revenue increasing by 14.2% year-over-year to $2.86 billion. This growth was driven by a combination of comparable store sales increase of 6% and the opening of 40 new stores. Net income also saw a healthy rise of 13.8% to $114.7 million, translating to a diluted EPS of $1.79, up from $1.58 in the prior year's quarter. The company demonstrated improved operational efficiency, with gross margin expanding by 30 basis points to 44.1%, attributed to better merchandise margins and lower freight costs. This positive financial performance, coupled with strategic initiatives in merchandising, store experience, and real estate expansion, positions Burlington Stores for continued growth in the off-price retail sector. Despite the positive results, investors should note an increase in costs related to debt amendments and inducement charges, primarily due to an exchange offer for the 2027 Convertible Notes, which amounted to $15.3 million. Inventory levels also increased by approximately 11% year-over-year, reflecting both expansion and an effort to chase sales trends. The company continues to face macroeconomic uncertainties, including inflationary pressures impacting discretionary spending, though it believes that economic slowdowns could benefit value-conscious shoppers. Burlington Stores remains committed to its aggressive store expansion strategy, planning to open at least 100 net new stores annually, and maintains a substantial share repurchase authorization.

Financial Statements
Beta
Revenue$2.86B
Cost of Revenue$1.59B
Gross Profit$1.26B
SG&A Expenses$989.37M
Operating Expenses$2.71B
Net Income$114.74M
EPS (Basic)$1.83
EPS (Diluted)$1.79
Shares Outstanding (Basic)62.76M
Shares Outstanding (Diluted)64.14M

Key Highlights

  • 1Total revenue increased by 14.2% to $2.86 billion in Q1 Fiscal 2026, driven by comparable store sales growth and new store openings.
  • 2Net income rose by 13.8% to $114.7 million, with diluted EPS improving to $1.79 from $1.58 in the prior year.
  • 3Gross margin expanded by 30 basis points to 44.1%, reflecting improved merchandise margins and reduced freight costs.
  • 4The company opened 40 new stores (including 6 relocations) during the quarter, maintaining its aggressive expansion strategy.
  • 5Costs related to debt amendments and inducement charges increased significantly to $15.3 million, primarily due to convertible note exchanges.
  • 6Inventory levels increased by 11% year-over-year, supporting new store openings and a strategy to chase sales trends.
  • 7The company repurchased $80.8 million of its common stock during the quarter under its share repurchase program.

Frequently Asked Questions

Burlington Stores' revenue growth was driven by a combination of a 6% increase in comparable store sales and the opening of 40 new stores during the quarter, leading to a 14.2% overall increase in total revenue to $2.86 billion.

Profitability improved, with net income increasing by 13.8% to $114.7 million, and diluted earnings per share (EPS) rising to $1.79 from $1.58 in the prior year's first quarter. This was supported by a 30 basis point expansion in gross margin to 44.1%.

The company incurred $15.3 million in costs related to debt amendments and inducement charges, primarily due to an exchange offer involving its 2027 Convertible Notes. This charge impacted net income, though it was excluded from Adjusted Net Income.

The company remains committed to aggressive growth, planning to open at least 100 net new stores annually. Inventory levels increased by 11% year-over-year, reflecting this expansion and a strategy to manage inventory to chase sales trends and maximize opportunities throughout the season.