Earnings summaries and quarterly performance for Boot Barn Holdings.
Executive leadership at Boot Barn Holdings.
Board of directors at Boot Barn Holdings.
Research analysts who have asked questions during Boot Barn Holdings earnings calls.
Jeremy Hamblin
Craig-Hallum Capital Group LLC
4 questions for BOOT
Jonathan Komp
Robert W. Baird & Co.
4 questions for BOOT
Peter Keith
Piper Sandler & Co.
4 questions for BOOT
Steven Zaccone
Citigroup
4 questions for BOOT
Ashley Owens
KeyBanc Capital Markets
3 questions for BOOT
Corey Tarlowe
Jefferies
3 questions for BOOT
Janine Stichter
BTIG
3 questions for BOOT
Jay Sole
UBS
3 questions for BOOT
Maksim Rakhlenko
Cowen and Company
3 questions for BOOT
Matthew Boss
JPMorgan Chase & Co.
3 questions for BOOT
Christopher Nardone
Bank of America
2 questions for BOOT
Jeff Lick
Stephens Inc.
2 questions for BOOT
Samuel Poser
Williams Trading, LLC
2 questions for BOOT
Amanda Douglas
JPMorgan Chase & Co.
1 question for BOOT
Dylan Carden
William Blair & Company
1 question for BOOT
Ethan Saghi
BTIG
1 question for BOOT
Max Rakhlenko
TD Cowen
1 question for BOOT
Mitchel Kummetz
Seaport Research Partners
1 question for BOOT
Sam Poser
Williams Trading LLC
1 question for BOOT
Recent press releases and 8-K filings for BOOT.
- Boot Barn reported strong Q2 fiscal 2026 results, with revenue increasing 19% to $505 million and earnings per diluted share growing 44% to $1.37 compared to the prior year period.
- Consolidated same-store sales grew 8.4% in Q2 2026, including a 7.8% increase in brick-and-mortar and a 14.4% increase in e-commerce.
- The company significantly expanded its estimated total addressable market (TAM) from $40 billion to $58 billion and increased its long-term U.S. store count potential to 1,200 stores.
- Boot Barn raised its full-year fiscal 2026 guidance, projecting total sales of $2.235 billion (17% growth over FY25) and a 6% increase in same-store sales.
- The company also highlighted a strong start to Q3 fiscal 2026, with consolidated same-store sales increasing 9.3% in the first four weeks.
- For Q2 Fiscal 2026, BOOT reported total sales of $505 million, marking a 19% growth year-over-year, with income from operations increasing 41% to $56.4 million, and earnings per share rising 44% to $1.37.
- The company's consolidated same-store sales (SSS%) for Q2 Fiscal 2026 grew by 8.4%.
- BOOT anticipates ending Fiscal 2026 with 529 stores and has an updated long-term potential of 1,200 U.S. stores.
- For the full fiscal year 2026, BOOT projects total net sales between $2,197 million and $2,235 million, consolidated SSS% growth of 4.0% to 6.0%, and GAAP earnings per diluted share between $6.75 and $7.15.
- Q3 Fiscal 2026 guidance includes total net sales of $688 million to $700 million, consolidated SSS% of 2.5% to 4.5%, and GAAP earnings per diluted share of $2.47 to $2.59.
- Boot Barn Holdings Inc. reported strong Q2 fiscal 2026 results, with revenue increasing 19% to $505 million and diluted earnings per share growing 44% to $1.37. Consolidated same-store sales increased 8.4%.
- The company significantly expanded its estimated Total Addressable Market from $40 billion to $58 billion and increased its long-term U.S. store count potential to 1,200 stores. Boot Barn expects to open 70 new stores in fiscal year 2026.
- For Q3 fiscal 2026, the company anticipates total sales at the high end of $700 million and diluted earnings per share of $2.59, with consolidated same-store sales expected to increase 4.5%.
- Exclusive brand penetration increased 290 basis points to 41% of sales in Q2 2026, with a long-term goal of 50% penetration over the next four to five years.
- Boot Barn Holdings Inc. reported strong Q2 fiscal 2026 results, with revenue increasing 19% to $505 million and earnings per diluted share growing 44% to $1.37. Consolidated same-store sales grew 8.4%, driven by 7.8% growth in brick-and-mortar and 14.4% in e-commerce.
- The company significantly increased its estimated total addressable market (TAM) from $40 billion to $58 billion and raised its long-term U.S. store count potential to 1,200 stores. They expect to open 70 new stores in fiscal 2026.
- Boot Barn raised its full-year fiscal 2026 guidance, projecting total sales of $2.235 billion (17% growth) and earnings per diluted share of $7.15.
- Merchandise margin increased 80 basis points in Q2, with exclusive brand penetration reaching 41% of sales. While third-party brand prices increased, exclusive brand price increases are planned post-holiday to preserve margin due to tariffs.
- The company reported a strong start to Q3 fiscal 2026 with consolidated same-store sales increasing 9.3% in the first four weeks, but maintains a cautious outlook for the second half due to macro uncertainty.
- Boot Barn Holdings, Inc. reported strong second fiscal quarter 2026 results, with net sales increasing 18.7% to $505.4 million and diluted earnings per share of $1.37 for the quarter ended September 27, 2025.
- The company achieved consolidated same store sales growth of 8.4% for the quarter.
- Boot Barn has significantly increased its estimated store count potential to 1,200 stores across the U.S. from a previous estimate of 900, and now estimates its Total Addressable Market (TAM) at approximately $58 billion.
- For fiscal year 2026, the company updated its guidance, projecting total sales between $2.197 billion and $2.235 billion and net income per diluted share between $6.75 and $7.15.
- As of September 27, 2025, the company operated 489 stores, having opened 16 new stores during the quarter.
- Boot Barn Holdings, Inc. reported strong Q2 Fiscal 2026 results, with net sales increasing 18.7% to $505.4 million and diluted earnings per share of $1.37, compared to $0.95 in the prior-year period.
- Consolidated same store sales grew 8.4% in Q2 Fiscal 2026, driven by a 7.8% increase in retail store same store sales and a 14.4% increase in e-commerce same store sales.
- The company announced an expanded Total Addressable Market (TAM) estimate of approximately $58 billion and an increased store count potential to 1,200 stores across the U.S., up from a prior estimate of 900.
- Boot Barn opened 16 new stores during Q2 Fiscal 2026, bringing the total store count to 489 as of September 27, 2025.
- For Fiscal Year 2026, the company updated its guidance, expecting total sales of $2.197 billion to $2.235 billion and diluted earnings per share of $6.75 to $7.15.
- Boot Barn's leadership, including CEO John Hazen and CFO Jim Watkins, discussed key strategic initiatives such as same store sales growth, margin improvement, and the expansion of exclusive brands.
- The executives noted broad‐based customer and merchandise growth across regions, attributing this to strong store operations and effective merchandising execution.
- They outlined plans for targeted price increases on third party products in July, with further reviews for exclusive brands planned in August and October to balance consumer elasticity and competitive positioning.
- The discussion also highlighted ongoing supply chain efficiencies and a strategic shift in advertising towards enhanced brand storytelling, aimed at bolstering market penetration.
- Boot Barn expanded its view of the total addressable market from $20B to $40B by incorporating its “just country” customer, supporting its plan to nearly double store count to 900 in the future.
- The company highlighted strong financial performance with fiscal sales at $1.9B and a comp growth of 5.5%, along with an EPS of $5.88, nearly three times higher than four years ago.
- Management emphasized a stores-first strategy with robust new store metrics averaging $3.2M per unit, as well as a focused omnichannel initiative reducing online share from 17% to 10%.
- Record fiscal '25 revenue of $1.9 billion was achieved, driven by strong new store growth and substantial same-store sales increases in Q4, including a 17% rise in total revenue.
- Improved margins were noted with a 210 basis point expansion in Q4 merchandise margin, supported by supply chain efficiencies and enhanced buying economies.
- The call discussed guidance for fiscal '26 amid tariff uncertainties, with strategies addressing pricing pressures on both exclusive and third-party brands.
- The company also announced a $200 million share repurchase program, expected to be implemented progressively within the fiscal year to leverage strong cash flows.
- John Hazen has been appointed as Chief Executive Officer, effective May 5, 2025, after serving as Interim CEO since November 2024.
- The Board selected Hazen for his over 20 years of industry experience and proven leadership in digital transformation to drive long-term growth.
Quarterly earnings call transcripts for Boot Barn Holdings.
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