Burlington Stores, Inc. (NYSE: BURL) Q1 2025 Earnings Call | 5/29/2025
AI Summary
Burlington Stores’ Q1 FY2025 earnings call reported total sales up 6% to $2.36 billion, with flat comp sales, both at the midpoint of guidance. Adjusted EBIT margin rose 30 basis points to 6.1%, and adjusted EPS increased 18% to $1.67, beating guidance due to timing favorability (~14 cents) and early expense savings to offset tariff impacts. Q2 guidance projects 5–7% total sales growth, flat to +2% comps, and adjusted EPS of $1.20–$1.30. Full-year FY2025 guidance remains unchanged, with 6–8% total sales growth, flat to +2% comps, adjusted EBIT margin flat to +30 basis points, and adjusted EPS of $8.70–$9.30, assuming 100 net new stores. Key assumptions: tariffs stay at 30% (China) and 10% (other countries), modest inflation impact, and stable ocean freight costs. Tariffs create short-term volatility but may yield off-price buying opportunities; consumer spending slowdown is a concern, especially for lower-income customers. Burlington’s playbook emphasizes flexibility, value, and merchandising 2.0 agility. Reserve inventory rose 31% to counter tariffs, and 46 Joann’s leases were acquired for 2026 openings. Liquidity was $1.1 billion, with $105 million in share repurchases.
About this video
Burlington Stores, Inc. (NYSE: BURL) reported strong Q1 2025 results on May 29, 2025, with total sales rising 6% year-over-year to $2.5 billion—at the midpoint of guidance and building on last year’s 11% growth. Comparable store sales were flat, also matching guidance, while net income climbed to $101 million and diluted EPS reached $1.58, beating analyst expectations. Excluding certain expenses, adjusted EPS surged 18% to $1.67, and adjusted EBIT margin improved by 30 basis points, reflecting effective cost management and strategic pricing. Gross margin rate for the quarter improved to 43.8%, up 30 basis points from last year, driven by higher merchandise margins and lower freight expenses. SG&A costs as a percentage of sales decreased by 30 basis points, aided by favorable timing of expenses that will shift into Q2. The company opened seven net new stores in Q1, bringing the total to 1,115 locations, and continued to invest in inventory and operational efficiency. Burlington reaffirmed its full-year 2025 guidance, projecting total sales growth of 6–8% and adjusted EPS of $8.70 to $9.30, assuming tariff rates remain stable and retail trends hold steady. Management highlighted a healthy balance sheet, ongoing share repurchases, and a disciplined approach to navigating a dynamic retail environment. About Inside Ticker: For more expert analysis and real-time updates on Burlington Stores, Inc. (NYSE: BURL) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #BurlingtonStores #BURL #EarningsCall #Q12025 #RetailStocks #Apparel #StockMarket #Investing #InsideTicker
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