Boot Barn Holdings, Inc.

NYSE:BOOT 주식 리포트

시가총액: US$5.2b

Boot Barn Holdings 경영진

경영진 기준 점검 3/4

Boot Barn Holdings CEO는 John Hazen, Nov2024 에 임명되었습니다 의 임기는 1.5 년입니다. 총 연간 보상은 $3.57M, 18.7% 급여 및 81.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.16M 가치에 해당하는 회사 주식의 0.022% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.5 년과 7.8 년입니다.

핵심 정보

John Hazen

최고경영자

US$3.6m

총 보수

CEO 급여 비율18.72%
CEO 재임 기간1.5yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간4.5yrs
이사회 평균 재임 기간7.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Apr 08

Boot Barn: I Might Dip My Toes In Later This Year (Rating Upgrade)

Summary Boot Barn has dropped nearly 30% since December 2025, with shares now trading well below key support levels. Fiscal Q3 results were strong, prompting raised FY2026 guidance to $2.24–$2.25B sales and $7.25–$7.35 EPS, but guidance may not reflect recent oil price shocks. Jefferies upgraded BOOT to Buy with a $195 target, citing improved risk-reward, yet I maintain a Hold due to margin risks from rising oil prices. Elevated oil prices could increase footwear production and shipping costs by up to 7%, potentially pressuring margins and earnings guidance later this year. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
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
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
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
User avatar
새 내러티브 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.
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
Seeking Alpha May 15

Boot Barn: A Return To Growth In Store, But Don't Overpay

Summary Boot Barn Holdings, Inc. is the largest western and workwear retailer in the U.S., with 400 stores in 44 states and a strong online presence. The company reported a decline in sales and same-store sales in the most recent quarter, raising concerns about its valuation. Despite lower sales, Boot Barn's earnings were better than expected, but the company's expenses increased, leading to a significant decline in income from operations. Read the full article on Seeking Alpha
Seeking Alpha Apr 17

Boot Barn's Growth Is Impressive, But The Stock Is Not An Opportunity

Summary Boot Barn is a Western apparel specialty retailer. The company has a large footprint of close to 400 stores and had a spectacular post-pandemic performance as store productivity almost doubled. It has quality characteristics like good historical margins, long-standing management, and international potential. However, the company trades at elevated multiples of current earnings. Further, these current earnings seem volatile in the short to mid term, given the tremendous increase in same-store sales. For that reason, I am interested in Boot Barn as a company but do not consider the stock to be an opportunity, and therefore rate it as a Hold. Read the full article on Seeking Alpha

CEO 보수 분석

John Hazen의 보수는 Boot Barn Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: John의 총 보수(USD3.57M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.41M)보다 낮습니다.

보상과 수익: John의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

John Hazen (49 yo)

1.5yrs
재임 기간
US$3,565,927
보수

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,...


리더십 팀

이름직위재임 기간보수지분
John Hazen
CEO & Director1.5yrsUS$3.57m0.022%
$ 1.2m
James Watkins
CFO & Secretary4.5yrsUS$2.74m0.046%
$ 2.4m
Laurie Grijalva
Chief Merchandising Officer11.8yrsUS$2.28m0.023%
$ 1.2m
Michael Love
Chief Retail Officer7.9yrsUS$2.19m0.0069%
$ 362.9k
Mark Dedovesh
Senior VP of Investor Relations & Financeno data데이터 없음데이터 없음
Jonathon Kosoff
Chief Digital Officer1.3yrs데이터 없음데이터 없음
4.5yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: BOOT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.5 년).


이사회 구성원

이름직위재임 기간보수지분
John Hazen
CEO & Director1yrUS$3.57m0.022%
$ 1.2m
Peter Starrett
Non-Executive Chairman of the Board15.3yrsUS$1.90m0.032%
$ 1.6m
Anne MacDonald
Independent Director8yrsUS$239.97k0.0043%
$ 223.3k
Lisa Laube
Independent Director7.8yrsUS$259.97k0.048%
$ 2.5m
Brenda Morris
Independent Director11.7yrsUS$264.97k0.011%
$ 574.7k
Bradley Weston
Independent Director7.8yrsUS$239.97k데이터 없음
Christopher Bruzzo
Independent Director5.1yrsUS$259.97k0.023%
$ 1.2m
Gene Burt
Independent Director5.3yrsUS$239.97k0.011%
$ 573.7k
7.8yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: BOOT의 이사회경험이 있음으로 간주됩니다(평균 재임 7.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 08:40
종가2026/05/07 00:00
수익2025/12/27
연간 수익2025/03/29

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Boot Barn Holdings, Inc.는 23명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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