Burlington Stores, Inc.

NYSE:BURL 株式レポート

時価総額:US$20.0b

Burlington Stores マネジメント

マネジメント 基準チェック /44

Burlington Storesの CEO はMichael O'Sullivanで、 Jul2022年に任命され、 の在任期間は 3.92年です。 の年間総報酬は$ 17.15Mで、 8.9%給与と91.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.22%を直接所有しており、その価値は$ 44.15M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と8年です。

主要情報

Michael O'Sullivan

最高経営責任者

US$17.1m

報酬総額

CEO給与比率8.86%
CEO在任期間3.9yrs
CEOの所有権0.2%
経営陣の平均在職期間4.3yrs
取締役会の平均在任期間8yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 24

BURL: Burlington 2.0 And Store Expansion Will Shape Balanced Risk Reward

Analysts have slightly adjusted their average price target on Burlington Stores, reflecting a mix of higher and lower individual targets that now range from about $310 to $435 after Q1 results. The changes are largely based on views of margin expansion potential, the Burlington 2.0 initiatives, and ongoing cost and competitive pressures.
ナラティブの更新 Jun 09

BURL: Burlington 2.0 Execution And Margin Expansion Will Support Bullish Outlook

Analysts now estimate Burlington Stores' fair value at approximately $367.07. Price target revisions are clustered in the mid to high $300s, as analysts weigh confidence in margin expansion and the Burlington 2.0 plan against updated assumptions for valuation multiples, costs, and earnings trajectories.
Seeking Alpha May 28

Burlington: Selling Overdone After Earnings, Maybe The Best Discount Retail Stock

Summary Burlington Stores, Inc. delivered strong Q1 results, with comp-store sales up 6% and EPS beating consensus by $0.30. I reiterate a Buy rating for BURL, supported by robust EPS growth, margin expansion, and raised full-year guidance to $11.45–$11.80. BURL targets 115 net new stores in 2026 and continues to gain market share from TJX and ROST. Valuation remains attractive, with a 30x P/E implying over 20% upside for BURL, and technicals signaling a renewed upswing. Read the full article on Seeking Alpha
ナラティブの更新 May 26

BURL: Off Price Execution And Store Expansion Will Support Bullish 2026 Outlook

The analyst price target for Burlington Stores was updated slightly lower to $367.40. Analysts cited refreshed retail models following Q4 and Q1 updates that incorporate Burlington 2.0 execution, off-price channel tailwinds, and store expansion plans, along with ongoing competition and exposure to lower-income shoppers.
ナラティブの更新 Apr 24

BURL: Off Price Model And Store Expansion Will Drive Bullish 2026 Outlook

Analysts have raised the average Burlington Stores price target by a few dollars into the mid to high $300s, citing the recent Q4 beat, higher outer year EPS estimates, and confidence in the company’s off price model, store expansion plans, and outlook into 2026. Analyst Commentary Recent research reads as broadly constructive on Burlington Stores, with a cluster of higher price targets anchored in a strong Q4 report, updated earnings models, and a more confident outlook into 2026.
ナラティブの更新 Apr 08

BURL: Off Price Model And Store Expansion Will Support Bullish 2026 Outlook

Analysts have nudged Burlington Stores' blended price target higher into the mid to high $360s, citing a broad wave of raised targets tied to a solid Q4 beat, higher outer-year EPS estimates, and confidence in the company's off-price model and store expansion plans. Analyst Commentary Street research around Burlington Stores is clustered in a positive camp, with a wide set of bullish analysts lifting price targets into a tighter band in the mid to high $360s and some outliers above $390.
ナラティブの更新 Mar 25

BURL: Off Price Model And Store Expansion Will Support Stronger 2026 Earnings Path

Analysts have lifted their average price targets on Burlington Stores into a roughly $365 to $400 range, citing a strong Q4 beat, higher earnings estimates, and growing confidence in the company’s off-price model and 2026 outlook. Analyst Commentary Recent research updates show a cluster of higher valuation targets for Burlington Stores following the Q4 report, with many firms pointing to both execution in the latest quarter and management’s 2026 outlook as key drivers behind their revised views.
ナラティブの更新 Mar 09

BURL: Store Expansion And Margin Outlook Support More Confident 2026 Earnings Path

The analyst price target for Burlington Stores has moved from about $343 to $371, as analysts point to a stronger Q4 performance, an improved margin outlook, and a more confident multi-year earnings path supported by store growth and the off-price model. Analyst Commentary Recent research updates cluster around a similar message: Q4 results came in ahead of expectations, and that is feeding into higher earnings estimates and meaningfully higher price targets for Burlington Stores.
ナラティブの更新 Feb 23

BURL: Store Expansion And Mixed Margin Outlook Set Up Balanced 2026 Prospects

Narrative Update The analyst price target for Burlington Stores has been adjusted higher to $343.07 from $339.29 as analysts factor in updated sector views, mixed but generally constructive rating changes, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research updates on Burlington Stores show a mix of optimism and caution, with several firms revising price targets and ratings as they reassess the company’s execution, earnings outlook, and sensitivity to retail trends.
分析記事 Feb 15

Why Investors Shouldn't Be Surprised By Burlington Stores, Inc.'s (NYSE:BURL) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
ナラティブの更新 Feb 09

BURL: New Store Expansion And Flat Margins Shape A Balanced Outlook

Analysts have made a modest tweak to their Burlington Stores outlook, with the blended price target edging higher into the low US$330s. This reflects mixed target changes across firms and expectations for steady top line trends, flat EBIT margins on low single digit comps, and continued benefits from tax refunds and new store growth.
ナラティブの更新 Jan 26

BURL: Margin Expansion And New Store Growth Will Drive Future Upside

Narrative Update: Burlington Stores (BURL) Analysts have made modest shifts to their Burlington Stores outlook, with recent price targets ranging from about $315 to $350. These targets reflect mixed views on near term headwinds, margin and unit growth investment, and expectations for continued consumer resilience in off price retail into 2026.
ナラティブの更新 Jan 11

BURL: Margin Expansion And New Store Openings Will Support Future Upside

Analysts have nudged their fair value estimate for Burlington Stores higher to about $339 from roughly $336, reflecting updated assumptions for faster revenue growth, slightly higher profit margins, and a lower future P/E multiple, supported by a mix of increased and trimmed price targets across recent research. Analyst Commentary Recent research paints a mixed picture, with some analysts leaning more optimistic on Burlington Stores' long term setup and others flagging near term execution and margin constraints.
ナラティブの更新 Dec 20

BURL: Margin Expansion From New Store Growth Will Drive Future Upside

Analysts have trimmed their average price target on Burlington Stores by roughly $20 to the low $300s, citing tougher near term comparisons, incrementally higher operating and interest costs, and more conservative margin expectations, even as they point to ongoing benefits from unit growth and improving near term trends. Analyst Commentary Analyst reactions to the latest results reflect a mix of confidence in Burlington Stores long term growth algorithm and caution around near term execution risks and margin trajectory.
ナラティブの更新 Dec 06

BURL: Margin Expansion And Store Openings Will Drive Multi Year Upside

Analysts have modestly trimmed their price targets for Burlington Stores, reflecting a roughly $30 to $35 reduction to the mid-$310s range as they factor in softer near-term comps, a slightly lower profit margin outlook, and increased investment-driven expenses, while still seeing constructive long-term growth and margin expansion opportunities. Analyst Commentary Burlington Stores recent earnings and updated outlook have prompted a recalibration of expectations, with targets edging lower but ratings remaining broadly positive as analysts balance near term execution risk against a still compelling multi year growth story.
ナラティブの更新 Nov 22

BURL: Momentum From Margin Expansion Will Drive Performance Into Year End

The average analyst price target for Burlington Stores has been modestly lowered to $345.94 from $351.75, as analysts cite strong second-quarter performance, ongoing margin expansion, and improved revenue growth while also acknowledging challenges such as tariff pressures. Analyst Commentary Following the release of Burlington Stores’ second-quarter financial results, analysts across several research firms have updated their perspectives and price targets.
分析記事 Oct 09

Burlington Stores (NYSE:BURL) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
ナラティブの更新 Aug 29

Opening 101 New Stores In 2024 Will Expand Presence In The Specialty Retail Market

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.
分析記事 Aug 05

Estimating The Fair Value Of Burlington Stores, Inc. (NYSE:BURL)

Key Insights Burlington Stores' estimated fair value is US$274 based on 2 Stage Free Cash Flow to Equity With US$281...
分析記事 Jul 24

Market Participants Recognise Burlington Stores, Inc.'s (NYSE:BURL) Earnings Pushing Shares 26% Higher

The Burlington Stores, Inc. ( NYSE:BURL ) share price has done very well over the last month, posting an excellent gain...
Seeking Alpha Mar 06

Burlington Stores: Delivering In An Uncertain Time

Summary Burlington Stores, Inc. delivered strong Q4 earnings, with total revenues up 5% and comparable store sales increasing 6%, significantly beating guidance and estimates. Gross profit margin improved to 42.9%, with adjusted net income surging to $267 million, translating to a $0.36 EPS beat versus estimates. The balance sheet remains healthy, with $1.82 billion in liquidity and no borrowings on the ABL facility, supporting share repurchases and EPS boosts. Fiscal 2025 outlook is mixed but positive, with revenue growth of 6%-8% and an EPS target of $8.70-$9.35, justifying a hold rating for BURL shares despite high valuation. Read the full article on Seeking Alpha
Seeking Alpha Nov 28

Burlington Stores: No Signs Of Demand Slowdown

Summary I recommend a buy rating for Burlington Stores stock due to strong demand, solid 3Q24 results, and a positive outlook for FY24. BURL reported 10.5% sales growth, margin improvements, and raised its FY24 EPS guidance. Favorable macro conditions, including elevated rates and value-conscious consumer behavior, support BURL's strong demand outlook and potential for continued multiple expansion. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Sep 02

Expanding Stores, Enhancing Margins, And Overcoming Economic Hurdles

Expansion through new store openings and relocations is set to elevate sales and revenues, backed by a strategic focus on better brand offerings.
Seeking Alpha Aug 29

Burlington Stores: Poised For Next Leg Of Growth

Summary Burlington has shown strong traction in executing its business model, driving better foot traffic and margin growth. Company is likely to deliver another strong Q2 and have another beat and raise quarter. Burlington's valuation is attractive on a PEG basis, trading at 0.75x compared to peers, with potential for 25% EPS growth over the next three years. Read the full article on Seeking Alpha
Seeking Alpha Jun 03

Burlington Stores: Stay Buy Rated As Stock Continues To Deliver

Summary Burlington Stores reported strong 1Q24 earnings, beating expectations with 10.5% revenue growth and 2% same-store sales growth. The company raised its FY24 EPS guidance and expects flat to 2% SSS growth for the full year. I continue to recommend a buy rating for Burlington Stores, as I believe BURL can meet long-term targets and the valuation is attractive. Read the full article on Seeking Alpha

CEO報酬分析

Burlington Stores の収益と比較して、Michael O'Sullivan の報酬はどのように変化したか?
日付総報酬給与会社業績
May 02 2026n/an/a

US$624m

Jan 31 2026US$17mUS$2m

US$610m

Nov 01 2025n/an/a

US$561m

Aug 02 2025n/an/a

US$546m

May 03 2025n/an/a

US$526m

Feb 01 2025US$15mUS$1m

US$504m

Nov 02 2024n/an/a

US$470m

Aug 03 2024n/an/a

US$428m

May 04 2024n/an/a

US$385m

Feb 03 2024US$14mUS$1m

US$340m

Oct 28 2023n/an/a

US$297m

Jul 29 2023n/an/a

US$266m

Apr 29 2023n/an/a

US$247m

Jan 28 2023US$13mUS$1m

US$230m

Oct 29 2022n/an/a

US$167m

Jul 30 2022n/an/a

US$163m

Apr 30 2022n/an/a

US$254m

Jan 29 2022US$14mUS$1m

US$409m

Oct 30 2021n/an/a

US$443m

Jul 31 2021n/an/a

US$438m

May 01 2021n/an/a

US$288m

Jan 30 2021US$10mUS$1m

-US$216m

Oct 31 2020n/an/a

-US$166m

Aug 01 2020n/an/a

-US$78m

May 02 2020n/an/a

US$54m

Feb 01 2020US$33mUS$475k

US$465m

報酬と市場: Michaelの 総報酬 ($USD 17.15M ) は、 US市場 ($USD 14.43M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Michaelの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Michael O'Sullivan (62 yo)

3.9yrs
在職期間
US$17,149,564
報酬

Mr. Michael B. O'Sullivan serves as the Chief Executive Officer and a Director at Burlington Stores, Inc. since September 16, 2019. He served as the President and Chief Operating Officer of Ross Stores Inc...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael O'Sullivan
CEO & Director3.9yrsUS$17.15m0.22%
$ 44.2m
Jennifer Vecchio
Group President & Chief Merchandising Officer7.2yrsUS$9.39m0.099%
$ 19.8m
Travis Marquette
President & COO4.7yrsUS$6.80m0.044%
$ 8.8m
Kristin Wolfe
Executive VP & CFO3.8yrsUS$5.57m0.033%
$ 6.6m
Matthew Pasch
EVP & Chief Human Resource Officer2.8yrsUS$2.18m0.0060%
$ 1.2m
Stephen Ferroni
Senior VP & Chief Accounting Officer2.2yrsデータなし0.00013%
$ 25.9k
Varadheeswaran Chennakrishnan
Executive VP & Chief Information Officerno dataデータなしデータなし
David Glick
Group Senior VP of Investor Relations & Treasurerno dataデータなしデータなし
Karen Leu
Group Senior VPno dataデータなしデータなし
Eric Seeger
Executive Vice President of Planning & Allocation and MIO11.4yrsUS$2.19mデータなし
Eliot Rosenfield
Executive Vice President of Merchandising9.4yrsデータなしデータなし
Antoinette Carter
Executive Vice President of Merchandisingno dataデータなしデータなし
4.3yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: BURLの経営陣は 経験豊富 であると考えられます ( 4.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael O'Sullivan
CEO & Director6.8yrsUS$17.15m0.22%
$ 44.2m
William McNamara
Independent Director11.8yrsUS$274.97k0.018%
$ 3.5m
Edmond English
Independent Director9.6yrsUS$282.31k0.014%
$ 2.7m
Jordan Hitch
Independent Director20.2yrsUS$300.38k0.017%
$ 3.5m
Laura Sen
Independent Director8yrsUS$282.97k0.0094%
$ 1.9m
John Mahoney
Independent Chairman of the Board12.5yrsUS$464.97k0.025%
$ 4.9m
Shira Goodman
Independent Director1.4yrsUS$282.97k0.00037%
$ 73.8k
Paul Sullivan
Independent Director13.6yrsUS$299.97k0.012%
$ 2.4m
Michael Goodwin
Independent Director5.5yrsUS$287.56k0.0052%
$ 1.0m
Jessica Rodriguez
Independent Director7.7yrsUS$274.97k0.0089%
$ 1.8m
Michael Skirvin
Independent Directorless than a yearUS$108.78kデータなし
8.0yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: BURLの 取締役会経験豊富 であると考えられます ( 8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/29 16:35
終値2026/06/29 00:00
収益2026/05/02
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Burlington Stores, Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Mark AltschwagerBaird
Adrienne Yih-TennantBarclays
Brian McNamaraBerenberg