Boot Barn Holdings, Inc.

NYSE:BOOT Rapport sur les actions

Capitalisation boursière : US$4.7b

Boot Barn Holdings Gestion

Gestion contrôle des critères 3/4

Le PDG Boot Barn Holdings est John Hazen, nommé en Nov2024, a un mandat de 1.5 ans. La rémunération annuelle totale est $ 3.57M, composée du salaire de 18.7% et des bonus 81.3%, y compris les actions et options de la société. détient directement 0.022% des actions de la société, d'une valeur de $ 1.05M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.5 ans et 7.8 ans.

Informations clés

John Hazen

Directeur général

US$3.6m

Rémunération totale

Pourcentage du salaire du PDG18.72%
Durée du mandat du directeur général1.5yrs
Propriété du PDG0.02%
Durée moyenne d'occupation des postes de direction4.5yrs
Durée moyenne du mandat des membres du conseil d'administration7.8yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 21

BOOT: Future Returns Will Reflect Solid Q4 And Conservative 2027 Plan

Analysts reduced the fair value estimate for Boot Barn Holdings by about $12 to roughly $225 per share, reflecting lower assumed profit margins and valuation multiples. They are updating models after what they describe as a solid Q4 report and generally reiterate positive long term views on the stock.
Seeking Alpha May 15

Boot Barn Holdings Takes A Step Higher As Growth Surprises

Summary Boot Barn Holdings delivered strong Q4 FY2026 results, with revenue and EPS surpassing expectations and robust growth in store count and comparable sales. BOOT's e-commerce segment excelled, with 14.1% comparable sales growth, aided by AI-driven marketing and operational initiatives and dedicated women's brand websites. Management guides for FY2027 revenue of $2.578–$2.623 billion, 70 new store openings, and net profit of $251.1–$264.5 million, supported by a debt-free balance sheet. I maintain a 'hold' rating as BOOT trades at a premium to peers; a further price drop or continued outperformance could justify an upgrade. Read the full article on Seeking Alpha
Mise à jour du récit May 06

BOOT: Private Brand Margins And Execution Will Support Future Earnings Power

Narrative Update on Boot Barn Holdings The updated analyst price target for Boot Barn Holdings has edged higher, supported by Street research that points to slightly stronger revenue growth and profit margin assumptions, a modestly higher fair value estimate near $278, and a somewhat lower future P/E multiple as analysts reassess the stock following several recent target raises and an upgrade. Analyst Commentary Recent Street research has tilted more constructive on Boot Barn Holdings, with bullish analysts adjusting price targets higher and upgrading the stock as part of a broader reappraisal of its earnings power and execution.
Mise à jour du récit Apr 22

BOOT: Future Returns Will Reflect Store Expansion And Execution Risks

Boot Barn Holdings' analyst price target has been revised by $0, with analysts citing updated assumptions around discount rate, revenue, profit margin, and future P/E to support the unchanged fair value estimate of $237.14. Analyst Commentary Recent research updates around Boot Barn Holdings highlight a mix of optimism and caution as analysts refine their assumptions on discount rates, revenue, profit margins, and future P/E multiples.
Mise à jour du récit Apr 07

BOOT: Merchandise Margin Expansion And Q3 Strength Will Support Future Earnings Power

Analysts have lifted the fair value estimate for Boot Barn Holdings from $180.00 to about $196.63, citing Street research that highlights stronger Q3 results, improved profitability and merchandise margin expansion as key drivers behind higher price targets from firms such as Jefferies, BTIG, Citi and Piper Sandler. Analyst Commentary Recent Street research around Boot Barn centers on stronger than expected Q3 results, with several firms adjusting price targets and ratings to reflect updated views on earnings power, merchandise margins and store performance.
Mise à jour du récit Mar 24

BOOT: Future Returns Will Reflect Stronger Margins And Execution Risks

Analyst price targets for Boot Barn Holdings have been lifted by $10 to $237.14, as analysts factor in recent target increases across firms. They emphasize expectations for sustained demand, improving profitability, and a lower assumed future P/E multiple of about 25x in their updated models.
Mise à jour du récit Mar 09

BOOT: Private Brand Margin Expansion Will Support Future Earnings Power

Analysts have increased their price targets on Boot Barn by low single-digit dollar amounts, citing stronger than expected Q3 results, improved profitability, and ongoing merchandise margin gains tied to private brand growth and scale efficiencies. Analyst Commentary Bullish analysts are responding to Boot Barn's recent Q3 update with a series of higher price targets, reflecting confidence in how the company is executing and how that execution is feeding into earnings power and valuation.
Mise à jour du récit Feb 23

BOOT: Private Brand Margin Expansion Will Support Stronger Earnings Power

Analysts have nudged their average price targets on Boot Barn Holdings higher by a few dollars, into the mid to high $190s range. They cite stronger than expected Q3 results, improving profitability, and continued merchandise margin expansion supported by private brand growth and scale efficiencies.
Mise à jour du récit Feb 08

BOOT: Merchandise Margin Strength From Private Brands Will Drive Further Upside

Analysts trimmed their fair value estimate for Boot Barn Holdings by about US$0.50 per share to roughly US$278. This reflects slightly lower revenue growth assumptions, a modestly reduced future P/E multiple, and a small improvement in expected profit margins following recent price target hikes across the Street.
Mise à jour du récit Jan 25

BOOT: Margin Expansion And Private Brand Gains Will Drive Further Upside

Analysts have lifted their price targets on Boot Barn Holdings, reflected in our fair value estimate edging up by about $4 per share. They are factoring in stronger recent Q2 and Q3 updates, broader top line and margin strength, and continued benefits from private brand growth and buying efficiencies.
Mise à jour du récit Jan 11

BOOT: Strong Recent Comps And Conservative Guidance Will Shape Balanced Outlook

Analysts have lifted their price targets for Boot Barn, with our fair value estimate moving from US$128.77 to US$180.00. This change is supported by views that strong recent quarterly results, solid comp growth and what they see as conservative guidance justify higher expectations.
Article d’analyse Jan 05

If EPS Growth Is Important To You, Boot Barn Holdings (NYSE:BOOT) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Mise à jour du récit Dec 27

BOOT: Strong Same Store Sales Trends Will Drive Further Upside

Analysts have lifted their fair value estimate for Boot Barn Holdings from about $209 to roughly $275 per share. This change reflects stronger than expected recent quarterly results and a robust start to the current quarter, which support slightly higher growth assumptions despite modestly lower margin expectations.
Mise à jour du récit Dec 13

BOOT: Future Performance Expected To Reflect Strong Comps And Elevated Execution Risks

Narrative Update on Analyst Price Target The analyst price target for Boot Barn Holdings has been lifted modestly to approximately $227 per share from about $227 previously, as analysts factor in stronger near term revenue growth supported by robust recent same store sales and upside to quarterly results, even as they make a slight upward adjustment to the discount rate and expect only marginally lower profit margins. Analyst Commentary Bullish analysts highlight that the latest quarterly performance and early third quarter trends support a higher valuation framework for Boot Barn, with upward revisions to price targets reflecting greater confidence in the durability of same store sales growth and earnings power.
Mise à jour du récit Nov 28

BOOT: Continued Acceleration Expected Following Standout 8.4% Comparable Sales Momentum

Analysts have increased their price target on Boot Barn Holdings by $15, citing strong second quarter performance and an encouraging start to the third quarter as key reasons for their more optimistic outlook. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, reflecting increased confidence in Boot Barn’s valuation potential amid strong quarterly performance.
Mise à jour du récit Nov 13

BOOT: Future Momentum Will Continue Following Strong 8.4% Comparable Sales Performance

Analysts have increased their price target for Boot Barn Holdings by $6.38 to $227.31. They cite robust quarterly results and strong momentum continuing into the current quarter.
Article d’analyse Nov 08

Boot Barn Holdings, Inc. Just Recorded A 7.5% EPS Beat: Here's What Analysts Are Forecasting Next

Boot Barn Holdings, Inc. ( NYSE:BOOT ) investors will be delighted, with the company turning in some strong numbers...
Mise à jour du récit Oct 30

BOOT: Strong Comparable Sales And Conservative Guidance Will Support Upside Momentum

Analysts have raised their price target for Boot Barn Holdings from approximately $213 to nearly $221 per share. They cite the company’s robust quarterly results, stronger-than-expected comparable sales growth, and a promising outlook for the coming quarters.
Article d’analyse Aug 04

Boot Barn Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Boot Barn Holdings, Inc. ( NYSE:BOOT ) shareholders are probably feeling a little disappointed, since its shares fell...
Article d’analyse Jul 22

Is Now The Time To Look At Buying Boot Barn Holdings, Inc. (NYSE:BOOT)?

Boot Barn Holdings, Inc. ( NYSE:BOOT ), is not the largest company out there, but it led the NYSE gainers with a...
Article d’analyse Jun 14

Here's What To Make Of Boot Barn Holdings' (NYSE:BOOT) Decelerating Rates Of Return

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Article d’analyse May 09

Subdued Growth No Barrier To Boot Barn Holdings, Inc. (NYSE:BOOT) With Shares Advancing 29%

Boot Barn Holdings, Inc. ( NYSE:BOOT ) shareholders are no doubt pleased to see that the share price has bounced 29% in...
Seeking Alpha Apr 18

Boot Barn Unfairly Given The Boot, If Tariffs Go Away, The Stock Will Soar

Summary Boot Barn's 47% stock decline is driven by tariff fears, not fundamentals, presenting a buying opportunity if trade tensions ease. Tariffs on Mexican and Chinese imports have significantly impacted BOOT's supply chain, leading to increased costs and reduced profit margins. The market's overreaction to tariff news has punished BOOT unfairly, with the potential for a strong rebound if tariffs are reduced. Despite risks, BOOT remains undervalued with strong fundamentals, making it a buy for long-term gains, especially if tariffs normalize soon. Read the full article on Seeking Alpha
Article d’analyse Apr 17

At US$89.73, Is It Time To Put Boot Barn Holdings, Inc. (NYSE:BOOT) On Your Watch List?

Boot Barn Holdings, Inc. ( NYSE:BOOT ), might not be a large cap stock, but it saw significant share price movement...
Article d’analyse Feb 28

Boot Barn Holdings, Inc.'s (NYSE:BOOT) Stock Retreats 31% But Earnings Haven't Escaped The Attention Of Investors

Boot Barn Holdings, Inc. ( NYSE:BOOT ) shareholders won't be pleased to see that the share price has had a very rough...
Seeking Alpha Jan 31

Boot Barn Keeps Demonstrating Greatness, But Oh Boy, Is It Expensive

Summary Boot Barn Holdings, Inc.'s Q3 2025 same-store sales rose 8.6%, showcasing strong retail performance despite easier comps from a weak 3Q24. Despite impressive results, BOOT stock is expensive, trading at nearly 30x earnings, making it difficult to justify a buy. The company faces potential future margin hits from increased tariffs and risks from rapid store expansion into less valuable areas. Given high valuation and economic cycle exposure, I maintain a Hold rating, awaiting more attractive entry points. Read the full article on Seeking Alpha
Seeking Alpha Jan 18

Boot Barn: Valuation Remains Too High Despite Outstanding SSS

Summary Boot Barn has returned to incredibly rapid same-store sales growth despite continued industry weakness, exceeding prior expectations. The performance could still be temporary, aided by near-term fashion tailwinds. The rapid store expansion and margin initiatives have continued as planned, providing a good earnings growth outlook ahead. BOOT stock prices in too rapid growth, and I estimate -26% downside to a fair value of $118.8. Read the full article on Seeking Alpha
Article d’analyse Jan 13

The Returns At Boot Barn Holdings (NYSE:BOOT) Aren't Growing

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Article d’analyse Dec 07

Is Boot Barn Holdings, Inc. (NYSE:BOOT) Worth US$155 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Boot Barn Holdings fair value estimate is US$120 Current share...
Article d’analyse Oct 31

Boot Barn Holdings, Inc. (NYSE:BOOT) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

There's been a major selloff in Boot Barn Holdings, Inc. ( NYSE:BOOT ) shares in the week since it released its...
Seeking Alpha Oct 29

Boot Barn: Q2 Was Great, But Stock Is Not An Opportunity Even After The Drop

Summary Boot Barn Holdings, Inc.'s Q2 2025 earnings showed a positive 5% same-store sales growth, reversing a previous weaker trend, and guiding for similar performance in Q3. Despite strong earnings, Boot Barn's stock fell 20% due to the CEO's departure to Ross Stores, adding transition and execution risks. Margins saw only a slight improvement, with gross margins up 10bps but SG&A deleveraging by 100bps due to compensation and legal expenses. Updated guidance predicts 3-5% SSS growth, 12.5-14.5% total growth, flat operating margins, and EPS between $5.3 and $5.6. Read the full article on Seeking Alpha
Article d’analyse Oct 29

With Boot Barn Holdings, Inc. (NYSE:BOOT) It Looks Like You'll Get What You Pay For

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Article d’analyse Sep 17

Slowing Rates Of Return At Boot Barn Holdings (NYSE:BOOT) Leave Little Room For Excitement

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Seeking Alpha Sep 05

Boot Barn's Q1 2025 Gives Confidence In Return To Growth, But The Stock Is Still Expensive

Summary Boot Barn's 1Q25 results showed positive comparable sales growth and maintained margins, with a 10% store expansion rate. Management's effective strategies in ad spend and inventory management highlight their focus on long-term profitability over short-term gains. Despite positive performance and strong management, Boot Barn's current valuation is too high, limiting upside potential and increasing risk. I maintain a Hold rating due to the high P/E multiple and the need for consistent growth to justify the current stock price. Read the full article on Seeking Alpha
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Nouveau récit Sep 03

Expanding Store Base And E-commerce Innovations Fuel Retailer's Growth And Engagement Surge

Expansion and opening of new stores, coupled with focus on increasing transaction values in existing stores, suggest overall sales growth.
Article d’analyse Aug 27

Does This Valuation Of Boot Barn Holdings, Inc. (NYSE:BOOT) Imply Investors Are Overpaying?

Key Insights The projected fair value for Boot Barn Holdings is US$107 based on 2 Stage Free Cash Flow to Equity Boot...
Seeking Alpha Jul 29

Boot Barn: Still Watching Same-Store Sales Performance Closely (Rating Downgrade)

Summary Boot Barn is going to report its Q1 results, with analysts expecting a sequential improvement in same-store sales into a stable performance. While Q1 looks to improve the SSS KPI, the guidance for FY2025 is still weak. Boot Barn has underperformed industry peers in the latest reported quarter, making better SSS critical. The stock's valuation has become stretched after the recent rally. Read the full article on Seeking Alpha
Article d’analyse Jul 24

Market Participants Recognise Boot Barn Holdings, Inc.'s (NYSE:BOOT) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...

Analyse de la rémunération des PDG

Comment la rémunération de John Hazen a-t-elle évolué par rapport aux bénéfices de Boot Barn Holdings?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 28 2026n/an/a

US$226m

Dec 27 2025n/an/a

US$219m

Sep 27 2025n/an/a

US$208m

Jun 28 2025n/an/a

US$195m

Mar 29 2025US$4mUS$667k

US$181m

Dec 28 2024n/an/a

US$173m

Sep 28 2024n/an/a

US$153m

Jun 29 2024n/an/a

US$152m

Mar 30 2024US$2mUS$541k

US$147m

Dec 30 2023n/an/a

US$164m

Sep 30 2023n/an/a

US$161m

Jul 01 2023n/an/a

US$165m

Apr 01 2023US$1mUS$493k

US$171m

Dec 24 2022n/an/a

US$169m

Sep 24 2022n/an/a

US$185m

Jun 25 2022n/an/a

US$191m

Mar 26 2022US$1mUS$454k

US$192m

Dec 25 2021n/an/a

US$172m

Sep 25 2021n/an/a

US$133m

Jun 26 2021n/an/a

US$101m

Mar 27 2021US$1mUS$395k

US$59m

Dec 26 2020n/an/a

US$41m

Sep 26 2020n/an/a

US$36m

Jun 27 2020n/an/a

US$38m

Rémunération vs marché: La rémunération totale de John ($USD 3.57M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.02M ).

Rémunération et revenus: La rémunération de John a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

John Hazen (49 yo)

1.5yrs
Titularisation
US$3,565,927
Compensation

Mr. John Hazen has been Chief Executive Officer of Boot Barn Holdings, Inc. since May 5, 2025 and serves its Director since May 5, 2025 and served as its Chief Digital Officer since March 2018 until May 5,...


Équipe de direction

NomPositionTitularisationCompensationPropriété
John Hazen
CEO & Director1.5yrsUS$3.57m0.022%
$ 1.0m
James Watkins
CFO & Secretary4.5yrsUS$2.74m0.046%
$ 2.2m
Laurie Grijalva
Chief Merchandising Officer11.8yrsUS$2.28m0.023%
$ 1.1m
Michael Love
Chief Retail Officer7.9yrsUS$2.19m0.0070%
$ 326.6k
Mark Dedovesh
Senior VP of Investor Relations & Financeno datapas de donnéespas de données
Jonathon Kosoff
Chief Digital Officer1.3yrspas de donnéespas de données
4.5yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BOOT est considérée comme expérimentée (ancienneté moyenne 4.5 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
John Hazen
CEO & Director1yrUS$3.57m0.022%
$ 1.0m
Peter Starrett
Non-Executive Chairman of the Board15.3yrsUS$1.90m0.032%
$ 1.5m
Anne MacDonald
Independent Director8yrsUS$239.97k0.0043%
$ 200.9k
Lisa Laube
Independent Director7.8yrsUS$259.97k0.048%
$ 2.3m
Brenda Morris
Independent Director11.7yrsUS$264.97k0.011%
$ 517.2k
Bradley Weston
Independent Director7.8yrsUS$239.97kpas de données
Christopher Bruzzo
Independent Director5.1yrsUS$259.97k0.023%
$ 1.1m
Gene Burt
Independent Director5.3yrsUS$239.97k0.011%
$ 516.3k
7.8yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BOOT sont considérés comme expérimentés (ancienneté moyenne 7.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/25 22:09
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/28
Revenus annuels2026/03/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Boot Barn Holdings, Inc. est couverte par 23 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jonathan KompBaird
Christopher NardoneBofA Global Research
Jeffrey LickB. Riley Securities, Inc.