Update shared on29 Aug 2025
Fair value Increased 3.25%Driven by stronger-than-expected Q2 results, robust +5% comps, resilient margin performance, and effective tariff mitigation, analysts have raised Burlington Stores’ consensus price target from $326.44 to $337.06.
Analyst Commentary
- Q2 results exceeded expectations across all key metrics, leading to raised fiscal 2025 outlooks despite tariff headwinds.
- Bullish analysts highlighted Burlington’s strong +5% comparable sales and 10% revenue growth, driven by successful Burlington 2.0 initiatives in merchandising, store operations, and expansion.
- The company demonstrated effective mitigation of tariff pressures, reinforcing confidence in the business model amid ongoing macroeconomic volatility.
- Analysts pointed to potential for margin expansion and long-term comp growth, citing strong execution, flexible inventory management, and ongoing strategic investments.
- Sentiment shifted towards a potential upward re-rating of valuation multiples, underpinned by accelerating momentum and improved visibility into sustained performance.
What's in the News
- The company completed a buyback tranche (announced May 2025) without repurchasing any shares.
- Completed another buyback tranche (announced November 2023), repurchasing 102,474 shares for $26 million in the quarter, totaling 1,537,723 shares repurchased for $368.47 million under this program.
- Issued guidance for the fiscal quarter ending November 2025, expecting total sales growth of 5% to 7% and comparable store sales growth of 0% to 2%.
- Issued full-year guidance through January 2026, expecting total sales growth of 7% to 8% and comparable store sales growth of 1% to 2%.
- Announced $1.58 million in impairment charges for long-lived assets in the three months ended August 2025.
Valuation Changes
Summary of Valuation Changes for Burlington Stores
- The Consensus Analyst Price Target has risen slightly from $326.44 to $337.06.
- The Future P/E for Burlington Stores has risen from 27.35x to 29.04x.
- The Net Profit Margin for Burlington Stores has risen from 6.54% to 6.90%.
Disclaimer
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