Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €141, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total returns to shareholders of 123% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €73.12 per share. Reported Earnings • May 20
Full year 2026 earnings released: EPS: US$7.41 (vs US$5.93 in FY 2025) Full year 2026 results: EPS: US$7.41 (up from US$5.93 in FY 2025). Revenue: US$2.25b (up 18% from FY 2025). Net income: US$225.9m (up 25% from FY 2025). Profit margin: 10.0% (in line with FY 2025). Like-for-like sales growth: 7.2% vs FY 2025 Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director John Hazen was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Aankondiging • May 16
Boot Barn Holdings, Inc. Provides Earnings Guidance for the First Fiscal Quarter Ending June 27, 2026, and for the Fiscal Year Ending March 27, 2027 Boot Barn Holdings, Inc. provided earnings guidance for the first fiscal quarter ending June 27, 2026, and for the fiscal year ending March 27, 2027. For the quarter, the company expects total sales of $574 million to $584 million, representing growth of 14% to 16% over the prior-year period, Consolidated same store sales growth of 2.0% to 4.0%, with retail store same store sales growth of 1.0% to 3.0% and e-commerce same store sales growth of 12.0% to 14.0%, Income from operations between $65 million and $69 million, or approximately 11.4% to 11.9% of sales and Net income per diluted share of $1.62 to $1.71, based on 30.6 million weighted average diluted shares outstanding.
For the year, Total sales of $2.578 billion to $2.623 billion, representing growth of 14% to 16% over Fiscal 2026, Net income of $251.1 million to $264.5 million, Net income per diluted share of $8.21 to $8.64, based on 30.6 million weighted average diluted shares outstanding and Consolidated same store sales growth of 2.0% to 4.0%, with retail store same store sales growth of 1.0 % to 3.0% and e-commerce same store sales growth of 11.0% to 13.0%. Aankondiging • May 08
Boot Barn Holdings, Inc. to Report Q4, 2026 Results on May 14, 2026 Boot Barn Holdings, Inc. announced that they will report Q4, 2026 results After-Market on May 14, 2026 Aankondiging • Feb 05
Boot Barn Holdings, Inc. Updates Earnings Guidance for the Fiscal Year Ending March 28, 2026 and Provides Earnings Guidance for the Fourth Fiscal Quarter Ending March 28, 2026 Boot Barn Holdings, Inc. updated earnings guidance for the fiscal year ending March 28, 2026 and provides earnings guidance for the fourth fiscal quarter ending March 28, 2026. For the fourth fiscal quarter ending March 28, 2026, the company expects Total sales of $525 million to $535 million, representing growth of 16% to 18% over the prior-year period. Consolidated same store sales growth of 3.0% to 5.0%, with retail store same store sales growth of 2.2% to 4.2% and e-commerce same store sales growth of 11.0% to 13.0%. Gross profit between $187 million and $193 million, or approximately 35.7% to 36.1% of sales. Income from operations between $55 million and $59 million, or approximately 10.5% to 11.1% of sales. Net income per diluted share of $1.35 to $1.45, based on 30.7 million weighted average diluted shares outstanding.
For the fiscal year ending March 28, 2026, the company is providing updated guidance for, which supersedes in its entirety the previous guidance issued in its second quarter earnings report on October 29, 2025. Now expects: the total sales of $2.24 billion to $2.25 billion, representing growth of 17% to 18% over fiscal year 2025. Consolidated same store sales growth of 6.5% to 7.0%, with retail store same store sales growth of 5.5% to 6.0% and e-commerce same store sales growth of 14.5% to 15.0%. Gross profit between $850 million and $855 million, or approximately 37.9% to 38.0% of sales. Income from operations between $297 million and $301 million, or approximately 13.3% to 13.4% of sales. Net income of $222.8 million to $225.8 million. Net income per diluted share of $7.25 to $7.35, based on 30.7 million weighted average diluted shares outstanding. Aankondiging • Jan 29
Boot Barn Holdings, Inc. to Report Q3, 2026 Results on Feb 04, 2026 Boot Barn Holdings, Inc. announced that they will report Q3, 2026 results After-Market on Feb 04, 2026 Aankondiging • Jan 10
Boot Barn Holdings, Inc. Provides Preliminary Earnings Guidance for the Third Quarter Ended December 27, 2025 Boot Barn Holdings, Inc. provided preliminary earnings guidance for the third quarter ended December 27, 2025. For the quarter, the company expects to report net sales of approximately $705.6 million, representing growth of 16.0% over the prior year. Income from operations of approximately $114.8 million compared to $99.5 million in the prior-year period. Included in income from operations in the prior-year period is a net benefit of $6.7 million related to the forfeiture of unvested long-term equity incentive compensation and reversal of fiscal 2025 cash incentive bonus expense for the Company’s former Chief Executive Officer following his resignation. Net income per diluted share of approximately $2.79 based on 30.7 million weighted average diluted shares outstanding and a 25.2% effective tax rate, compared to net income per diluted share of $2.43 in the prior-year period. Included in net income per diluted share in the prior-year period is a $6.7 million, or $0.22 per share, benefit related to the former CEO’s resignation. Aankondiging • Jan 06
Boot Barn Holdings, Inc. Announces Cessation of Peter Starrett as Executive Chairman, Effective January 1, 2026 Boot Barn Holdings, Inc. announced that Peter Starrett, who served as Executive Chairman until December 31, 2025 to assist in the leadership transition process, ceased to be deemed an executive officer of the Company as that term is defined in Rule 3b-7 under the Securities Exchange Act of 1934, as amended, and reassumed his prior position as non-executive Chairman of the Board beginning on January 1, 2026. Aankondiging • Oct 30
Boot Barn Holdings, Inc. Updates Earnings Guidance for the Fiscal Year Ending March 28, 2026 and Provides Earnings Guidance for the Third Fiscal Quarter Ending December 27, 2025 Boot Barn Holdings, Inc. updated earnings guidance for the fiscal year ending March 28, 2026 and provides earnings guidance for the third fiscal quarter ending December 27, 2025. For the third fiscal quarter ending December 27, 2025, the Company expects: Total sales of $688 million to $700 million, representing growth of 13% to 15% over the prior-year period. Same store sales growth of 2.5% to 4.5%, with retail store same store sales growth of 1.0% to 3.0% and e-commerce same store sales growth of 13.0% to 15.0%. Gross profit between $265 million and $272 million, or approximately 38.6% to 38.8% of sales. Income from operations between $102 million and $107 million, or approximately 14.8% to 15.3% of sales. Net income per diluted share of $2.47 to $2.59, based on 30.7 million weighted average diluted shares outstanding.
The Company is providing updated guidance for the fiscal year ending March 28, 2026, which supersedes in its entirety the previous guidance issued in its first quarter earnings report on July 31, 2025. For the fiscal year ending March 28, 2026, the Company now expects: Total sales of $2.197 billion to $2.235 billion, representing growth of 15% to 17% over fiscal year 2025. Same store sales growth of 4.0% to 6.0%, with retail store same store sales growth of 3.3% to 5.3% and e-commerce same store sales growth of 11.0% to 13.0%. Gross profit between $818 million and $842 million, or approximately 37.2% to 37.7% of sales. Income from operations between $277 million and $294 million, or approximately 12.6% to 13.2% of sales. Net income of $207.2 million to $219.6 million. Net income per diluted share of $6.75 to $7.15, based on 30.7 million weighted average diluted shares outstanding. Aankondiging • Oct 23
Boot Barn Holdings, Inc. to Report Q2, 2026 Results on Oct 29, 2025 Boot Barn Holdings, Inc. announced that they will report Q2, 2026 results After-Market on Oct 29, 2025 Aankondiging • Aug 01
Boot Barn Holdings, Inc. Provides Earnings Guidance for Second Fiscal Quarter Ending September 27, 2025 and Updates Earnings Guidance for the Fiscal Year Ending March 28, 2026 Boot Barn Holdings, Inc. provided earnings guidance for second fiscal quarter ending September 27, 2025 and updated earnings guidance for the fiscal year ending March 28, 2026. For the second quarter company expects Total sales of $487 million to $495 million, representing growth of 14% to 16% over the prior-year period. Income from operations between $50 million and $53 million, or approximately 10.3% to 10.7% of sales. Net income per diluted share of $1.19 to $1.27, based on 30.7 million weighted average diluted shares outstanding.
For the fiscal year ending March 28, 2026 company expects Total sales of $2.100 billion to $2.180 billion, representing growth of 10% to 14% over fiscal year 2025. Income from operations between $239 million and $277 million, or approximately 11.4% to 12.7% of sales. Net income of $178.0 million to $205.8 million. Net income per diluted share of $5.80 to $6.70, based on 30.7 million weighted average diluted shares outstanding. Aankondiging • Jul 25
Boot Barn Holdings, Inc. to Report Q1, 2026 Results on Jul 31, 2025 Boot Barn Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Jul 31, 2025 Aankondiging • Jul 18
Boot Barn Holdings, Inc., Annual General Meeting, Aug 27, 2025 Boot Barn Holdings, Inc., Annual General Meeting, Aug 27, 2025. Location: 17100 laguna canyon road, california 92618, irvine United States Aankondiging • May 08
Boot Barn Holdings, Inc. to Report Q4, 2025 Results on May 14, 2025 Boot Barn Holdings, Inc. announced that they will report Q4, 2025 results After-Market on May 14, 2025 Aankondiging • May 06
Boot Barn Holdings, Inc. Appoints John Hazen as Chief Executive Officer, Effective May 5, 2025 Boot Barn Holdings, Inc. announced that its Board of Directors has appointed John Hazen as Chief Executive Officer, effective May 5, 2025. Mr. Hazen had been serving as the Company’s Interim Chief Executive Officer since November 2024. Mr. Hazen brings over 20 years of experience in the apparel and footwear industry to the role. Prior to joining Boot Barn in 2018 as Chief Digital Officer, he served as SVP of Commerce and Subscriptions of Ring from 2017 to 2018 and SVP of Direct to Consumer of True Religion from 2014 to 2017, where he oversaw both brick-and-mortar and digital channels. His extensive career also includes leadership positions at Kellwood, Nike, and Fox Racing. Mr. Hazen holds a Bachelor of Commerce degree in management information systems from Concordia University in Montreal, Quebec and a master's degree in business administration from Loyola Marymount University in Los Angeles, California. Aankondiging • Jan 31
Boot Barn Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending March 29, 2025; Updates Earnings Guidance for the Fiscal Year Ending March 29, 2025 Boot Barn Holdings, Inc. provided earnings guidance for the fourth quarter of fiscal year ending March 29, 2025. For the period, Company expects Total sales of $451 million to $460 million, representing growth of 16.1% to 18.4% over the prior-year period. Same store sales growth of approximately 5.3% to 7.8%, with retail store same store sales growth of approximately 4.7% to 7.2% and e-commerce same store sales growth of approximately 9.6% to 12.1%. Income from operations between $47.7 million and $51.4 million, or approximately 10.6% to 11.2% of sales. Net income per diluted share of $1.17 to $1.26, based on 30.9 million weighted average diluted shares outstanding.
Updated the earnings guidance for the fiscal year ending March 29, 2025. For the period, Total sales of $1.908 billion to $1.918 billion, representing growth of 14.5% to 15.1% over the prior year. Same store sales growth of approximately 5.4% to 5.9%, with retail store same store sales growth of approximately 4.8% to 5.4% and e-commerce same store sales growth of approximately 9.7% to 10.2%. Income from operations between $237.3 million and $241.1 million, or approximately 12.4% to 12.6% of sales. Net income of $179.4 million to $182.2 million. Net income per diluted share of $5.81 to $5.90, based on 30.9 million weighted average diluted shares outstanding. Recent Insider Transactions • Nov 15
President recently sold €5.9m worth of stock On the 11th of November, James Conroy sold around 46k shares on-market at roughly €127 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Reported Earnings • Oct 29
Second quarter 2025 earnings released: EPS: US$0.96 (vs US$0.92 in 2Q 2024) Second quarter 2025 results: EPS: US$0.96 (up from US$0.92 in 2Q 2024). Revenue: US$425.8m (up 14% from 2Q 2024). Net income: US$29.4m (up 6.3% from 2Q 2024). Profit margin: 6.9% (down from 7.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Aankondiging • Oct 24
Boot Barn Holdings, Inc. to Report Q2, 2025 Results on Oct 28, 2024 Boot Barn Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Oct 28, 2024 Buy Or Sell Opportunity • Sep 11
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to €138. The fair value is estimated to be €111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 34% in the next 2 years. Buy Or Sell Opportunity • Aug 12
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to €122. The fair value is estimated to be €101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 32% in the next 2 years. Reported Earnings • Aug 08
First quarter 2025 earnings released: EPS: US$1.28 (vs US$1.15 in 1Q 2024) First quarter 2025 results: EPS: US$1.28 (up from US$1.15 in 1Q 2024). Revenue: US$423.4m (up 10% from 1Q 2024). Net income: US$38.9m (up 14% from 1Q 2024). Profit margin: 9.2% (up from 8.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Jul 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Significant insider selling over the past 3 months (€1.4m sold). Aankondiging • Jul 26
Boot Barn Holdings, Inc. to Report Q1, 2025 Results on Aug 07, 2024 Boot Barn Holdings, Inc. announced that they will report Q1, 2025 results After-Market on Aug 07, 2024 Aankondiging • Jul 22
Boot Barn Holdings, Inc., Annual General Meeting, Aug 28, 2024 Boot Barn Holdings, Inc., Annual General Meeting, Aug 28, 2024. Location: 15345 barranca pkwy, california 92618, irvine United States New Risk • Jun 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Significant insider selling over the past 3 months (€1.4m sold). Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €105, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 3x in the Specialty Retail industry in Germany. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.65 per share. Recent Insider Transactions • May 22
Chief Digital Officer recently sold €371k worth of stock On the 17th of May, John Hazen sold around 4k shares on-market at roughly €104 per share. This transaction amounted to 73% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months. Reported Earnings • May 16
Full year 2024 earnings released: EPS: US$4.87 (vs US$5.72 in FY 2023) Full year 2024 results: EPS: US$4.87. Revenue: US$3.33b (up 101% from FY 2023). Net income: US$294.0m (up 72% from FY 2023). Profit margin: 8.8% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Germany are expected to grow by 5.6%. Aankondiging • May 15
Boot Barn Holdings, Inc. Provides Earnings Guidance for the Fiscal First Quarter Ending June 29, 2024 and for the Fiscal Year Ending March 29, 2025 Boot Barn Holdings, Inc. provided earnings guidance for the fiscal first quarter ending June 29, 2024 and for the fiscal year ending March 29, 2025. For the fiscal first quarter ending June 29, 2024, the Company expects: Total sales of $399 million to $407 million, representing growth of 4.0% to 6.1% over the prior-year period. Same store sales decline of approximately (4.5)% to (2.5)%, with retail store same store sales declines of (5.0)% to (3.0)% and e-commerce same store sales growth of flat to 2.0%. Income from operations between $38.7 million and $41.2 million, or approximately 9.7% to 10.1% of sales. Net income per diluted share of $0.94 to $1.00 based on 30.7 million weighted average diluted shares outstanding. For the fiscal year ending March 29, 2025 the Company expects: Total sales of $1.766 billion to $1.800 billion, representing growth of 5.9% to 8.0% over the prior year. Same store sales decline of approximately (3.6)% to (1.6)%, with retail store same store sales declines of approximately (4.0)% to (2.0)% and e-commerce same store sales declines of (0.5)% to growth of 2.0%. Income from operations between $188.3 million and $200.7 million, or approximately 10.7% to 11.2% of sales. Net income of $140.2 million to $149.3 million. Net income per diluted share of $4.55 to $4.85 based on 30.8 million weighted average diluted shares outstanding. Aankondiging • May 09
Boot Barn Holdings, Inc. to Report Q4, 2024 Results on May 14, 2024 Boot Barn Holdings, Inc. announced that they will report Q4, 2024 results After-Market on May 14, 2024 Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €92.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 2x in the Specialty Retail industry in Germany. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €103 per share. Buy Or Sell Opportunity • Mar 14
Now 20% undervalued Over the last 90 days, the stock has risen 15% to €78.50. The fair value is estimated to be €98.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 7.9% in the next 2 years. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Chris Bruzzo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Feb 22
Now 20% undervalued Over the last 90 days, the stock has risen 27% to €82.50. The fair value is estimated to be €103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 7.8% in the next 2 years. Recent Insider Transactions • Feb 19
Chief Merchandising Officer recently sold €492k worth of stock On the 15th of February, Laurie Grijalva sold around 6k shares on-market at roughly €83.94 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.2m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €77.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 3x in the Specialty Retail industry in Germany. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €101 per share. Buy Or Sell Opportunity • Feb 03
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to €74.50. The fair value is estimated to be €61.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 8.8% in the next 2 years. Reported Earnings • Feb 01
Third quarter 2024 earnings released: EPS: US$1.84 (vs US$1.77 in 3Q 2023) Third quarter 2024 results: EPS: US$1.84 (up from US$1.77 in 3Q 2023). Revenue: US$520.4m (up 1.1% from 3Q 2023). Net income: US$55.6m (up 5.4% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Jan 25
Boot Barn Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024 Boot Barn Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Jan 31, 2024 New Risk • Nov 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Significant insider selling over the past 3 months (€1.4m sold). Reported Earnings • Nov 04
Second quarter 2024 earnings released: EPS: US$0.92 (vs US$1.08 in 2Q 2023) Second quarter 2024 results: EPS: US$0.92 (down from US$1.08 in 2Q 2023). Revenue: US$374.5m (up 6.5% from 2Q 2023). Net income: US$27.7m (down 14% from 2Q 2023). Profit margin: 7.4% (down from 9.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Aankondiging • Nov 03
Boot Barn Holdings, Inc. Provides Updated Earnings Guidance for the Third Quarter and Full Fiscal Year Ending March 31, 2023 Boot Barn Holdings, Inc. provided updated earnings guidance for the third quarter and full fiscal year ending March 31, 2023. For the fiscal third quarter ending December 30, 2023, the Company expects total sales of $522 million to $535 million, representing growth of 1.4% to 4.0% over the prior year, Same store sales decline of approximately (10.5)% to (8.0)%, with retail store same store sales declines of (9.5)% to (7.0)% and e-commerce same store sales declines of (15.5)% to (12.5)%. Income from operations between $69.6 million and $74.8 million. This represents approximately 13.3% to 14.0% of sales. Net income per diluted share of $1.67 to $1.79 based on 30.7 million weighted average diluted shares outstanding. For the full fiscal year ending March 30, 2024, the Company now expects Total sales of $1.677 billion to $1.702 billion, representing growth of 1.2% to 2.7% over the prior year, which was a 53-week year. Same store sales decline of approximately (6.5)% to (5.0)%, with retail store same store sales declines of (5.5)% to (4.0)% and an e-commerce same store sales decline of (13.0)% to (11.0)%. Net income of $145.2 million to $153.4 million. Net income per diluted share of $4.75 to $5.00 based on 30.7 million weighted average diluted shares outstanding. . Aankondiging • Oct 26
Boot Barn Holdings, Inc. to Report Q2, 2024 Results on Nov 02, 2023 Boot Barn Holdings, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2023 Recent Insider Transactions • Aug 13
Chief Merchandising Officer recently sold €530k worth of stock On the 10th of August, Laurie Grijalva sold around 6k shares on-market at roughly €88.06 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €115k more than they bought in the last 12 months. Reported Earnings • Aug 03
First quarter 2024 earnings released: EPS: US$1.15 (vs US$1.32 in 1Q 2023) First quarter 2024 results: EPS: US$1.15 (down from US$1.32 in 1Q 2023). Revenue: US$383.7m (up 4.9% from 1Q 2023). Net income: US$34.3m (down 13% from 1Q 2023). Profit margin: 8.9% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 03
Boot Barn Holdings, Inc. Provides Earnings Guidance for the Second Quarter Ending September 30, 2023 and Full Year of 2024 Boot Barn Holdings, Inc. provided earnings guidance for the second quarter ending September 30, 2023 and full year of 2024. For the second quarter, the company expects Total sales of $372 million to $379 million, representing growth of 5.8% to 7.8% over the prior year. Income from operations between $35.4 million and $37.8 million. This represents approximately 9.5% to 10.0% of sales. Net income per diluted share of $0.84 to $0.90 based on 30.6 million weighted average diluted shares outstanding.For Full year 2024, the company expects Total sales of $1.715 billion to $1.748 billion, representing growth of 3.5% to 5.5% over the prior year, which was a 53-week year. Income from operations between $210.4 million and $222.8 million. This represents approximately 12.3% to 12.7% of sales. Net income of $154.2 million to $163.4 million. Net income per diluted share of $5.05 to $5.35 based on 30.6 million weighted average diluted shares outstanding. Aankondiging • Jul 25
Boot Barn Holdings, Inc. to Report Q1, 2024 Results on Aug 02, 2023 Boot Barn Holdings, Inc. announced that they will report Q1, 2024 results After-Market on Aug 02, 2023 Aankondiging • Jul 23
Boot Barn Holdings, Inc., Annual General Meeting, Aug 30, 2023 Boot Barn Holdings, Inc., Annual General Meeting, Aug 30, 2023, at 13:00 Pacific Daylight. Location: Boot Barn Holdings, Inc., 15345 Barranca Pkwy Irvine California United States Agenda: To elect eight directors to serve until the 2024 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to vote on a non-binding advisory resolution to approve the compensation paid to company's named executive officers for fiscal 2023; ratify the appointment of Deloitte & Touche LLP as company's independent registered public accounting firm for the fiscal year ending March 30, 2024; and to consider such other business as may properly come before the Annual Meeting or any adjournment or postponement thereof. Aankondiging • May 18
Boot Barn Holdings, Inc. Provides Earnings Guidance for the First Quarter Ending July 1, 2023 and Year Ending March 30, 2024 Boot Barn Holdings, Inc. provided earnings guidance for the first quarter ending July 1, 2023 and year ending March 30, 2024. For the first quarter ending July 1, 2023, the company expects total sales of $357 million to $364 million, representing a decline of 2.4% to 0.5% over the prior-year period. Income from operations between $33.7 million and $36.2 million. This represents approximately 9.4% to 9.9% of sales. Net income per diluted share of $0.79 to $0.85.For the year ending March 30, 2024, the company expects total sales of $1.690 billion to $1.723 billion, representing growth of 2.0% to 4.0% over the prior year, which was a 53-week year. Income from operations between $197.5 million and $209.9 million. Net income of $143.8 million to $153.0 million. Net income per diluted share of $4.70 to $5.00. Reported Earnings • May 18
Full year 2023 earnings released: EPS: US$5.72 (vs US$6.51 in FY 2022) Full year 2023 results: EPS: US$5.72 (down from US$6.51 in FY 2022). Revenue: US$1.66b (up 11% from FY 2022). Net income: US$170.6m (down 11% from FY 2022). Profit margin: 10% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth. Aankondiging • May 11
Boot Barn Holdings, Inc. to Report Q4, 2023 Results on May 17, 2023 Boot Barn Holdings, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on May 17, 2023 Buying Opportunity • Mar 28
Now 21% undervalued Over the last 90 days, the stock is up 23%. The fair value is estimated to be €87.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 22% in the next 2 years. Buying Opportunity • Mar 10
Now 20% undervalued Over the last 90 days, the stock is up 20%. The fair value is estimated to be €92.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 22% in the next 2 years. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €77.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €87.37 per share. Aankondiging • Jan 27
Boot Barn Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending April 1, 2023 Boot Barn Holdings, Inc. provided earnings guidance for the fourth quarter and full year ending April 1, 2023. For the fourth quarter, the company expects total sales of $438 million to $448 million, representing growth of 14.4% to 17.0% over the prior year. same store sales range of approximately (3.0)% to (0.5)%, with retail store same store sales of flat to 2.0% growth and e-commerce same store sales of (20.0)% to (16.0)%. Income from operations between $59 million and $63 million. This represents approximately 13.5% to 14.0% of sales. Net income per diluted share of $1.42 to $1.51 based on 30.4 million weighted average diluted shares outstanding. For the year, the company expects total sales of $1.67 billion to $1.68 billion, representing growth of 12.2% to 12.9% over the prior year. Same store sales range of approximately 0.5% to 1.0%, with retail store same store sales of approximately 2.5% to 3.0% and e-commerce same store sales of (10.5)% to (9.5)%. Income from operations between $228 million and $232 million. This represents approximately 13.7% to 13.8% of sales. Net income of $167.2 million to $170.0 million. Net income per diluted share of $5.51 to $5.60 based on 30.4 million weighted average diluted shares outstanding. Fiscal year 2023 is a 53-week year and the Company expects to generate approximately $34.0 million of sales and earn approximately $0.19 per diluted share in the 53rd week, which is included in the above guidance range. Reported Earnings • Jan 26
Third quarter 2023 earnings released: EPS: US$1.77 (vs US$2.34 in 3Q 2022) Third quarter 2023 results: EPS: US$1.77 (down from US$2.34 in 3Q 2022). Revenue: US$514.6m (up 5.9% from 3Q 2022). Net income: US$52.8m (down 24% from 3Q 2022). Profit margin: 10% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Aankondiging • Jan 19
Boot Barn Holdings, Inc. to Report Q3, 2023 Results on Jan 25, 2023 Boot Barn Holdings, Inc. announced that they will report Q3, 2023 results After-Market on Jan 25, 2023 Aankondiging • Jan 07
Boot Barn Holdings, Inc. Provides Earnings Guidance for the Third Quarter Ended December 24, 2022 Boot Barn Holdings, Inc. provided earnings guidance for the third quarter ended December 24, 2022. For the quarter, the Company expects to report net sales increased 5.9% to approximately $514.6 million. Same store sales declined approximately 3.6%, cycling 54.2% same store sales growth in the prior-year period. Retail store same store sales declined approximately 0.8% and e-commerce same store sales declined approximately 15.2%. Net income per diluted share of approximately $1.74 based on 30.3 million weighted average diluted shares outstanding, compared to net income per diluted share of $2.27 in the prior-year period. Net income per diluted share in the prior-year period includes an approximately $0.04 per share benefit primarily due to income tax accounting for share-based compensation. Recent Insider Transactions • Nov 16
CFO & Secretary recently bought €130k worth of stock On the 9th of November, James Watkins bought around 3k shares on-market at roughly €52.08 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €285k. James has been a buyer over the last 12 months, purchasing a net total of €453k worth in shares. Recent Insider Transactions • Nov 11
CFO & Secretary recently bought €130k worth of stock On the 9th of November, James Watkins bought around 3k shares on-market at roughly €52.08 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €285k. James has been a buyer over the last 12 months, purchasing a net total of €453k worth in shares. Reported Earnings • Oct 27
Second quarter 2023 earnings released: EPS: US$1.08 (vs US$1.28 in 2Q 2022) Second quarter 2023 results: EPS: US$1.08 (down from US$1.28 in 2Q 2022). Revenue: US$351.5m (up 12% from 2Q 2022). Net income: US$32.1m (down 15% from 2Q 2022). Profit margin: 9.1% (down from 12% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Aankondiging • Oct 27
Boot Barn Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2023 Boot Barn Holdings, Inc. provided earnings guidance for the third quarter and full year of 2023. For the fiscal third quarter ending December 24, 2022, the Company expects: Total sales of $502 million to $514 million, representing growth of 3.3% to 5.8% over the prior year. Same store sales range of approximately (5.0)% to (3.0)%, with retail store same store sales of (2.0)% to flat and e-commerce same store sales of (21.0)% to (17.0)%. Income from operations between $71 million and $76 million. This represents approximately 14.1% to 14.8% of sales. Net income per diluted share of $1.71 to $1.83 based on 30.3 million weighted average diluted shares outstanding.For the fiscal year ending April 1, 2023, the Company now expects: Total sales of $1.65 billion to $1.67 billion, representing growth of 10.9% to 12.2% over the prior year. Same store sales range of approximately (1.0)% to 0.5%, with retail store same store sales of approximately 2.0% to 3.0% and e-commerce same store sales of (13.0)% to (11.0)%. Income from operations between $235 million and $243 million. This represents approximately 14.2% to 14.6% of sales. Net income of $173.3 million to $179.3 million. Net income per diluted share of $5.70 to $5.90 based on 30.4 million weighted average diluted shares outstanding. Fiscal year 2023 is a 53-week year and the Company expects to generate approximately $34.0 million of sales and earn approximately $0.19 per diluted share in the 53rd week, which is included in the above guidance range. Aankondiging • Oct 20
Boot Barn Holdings, Inc. to Report Q2, 2023 Results on Oct 26, 2022 Boot Barn Holdings, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 26, 2022 Recent Insider Transactions • Aug 24
Independent Chairman of the Board recently bought €285k worth of stock On the 22nd of August, Peter Starrett bought around 4k shares on-market at roughly €71.22 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of €80k worth in shares. Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment improved over the past week After last week's 18% share price gain to €71.50, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €136 per share. Recent Insider Transactions • Aug 07
CFO & Secretary recently bought €150k worth of stock On the 5th of August, James Watkins bought around 3k shares on-market at roughly €59.90 per share. This was the largest purchase by an insider in the last 3 months. James has been a buyer over the last 12 months, purchasing a net total of €323k worth in shares. Reported Earnings • Jul 28
First quarter 2023 earnings released: EPS: US$1.32 (vs US$1.38 in 1Q 2022) First quarter 2023 results: EPS: US$1.32 (down from US$1.38 in 1Q 2022). Revenue: US$365.9m (up 19% from 1Q 2022). Net income: US$39.3m (down 3.3% from 1Q 2022). Profit margin: 11% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 28
Boot Barn Holdings, Inc. Provides Earning Guidance for the Second Quarter Ending September 24, 2022 and for the Fiscal Year Ending April 1, 2023 Boot Barn Holdings, Inc. provided earning guidance for the second quarter ending September 24, 2022 and for the fiscal year ending April 1, 2023. For the quarter, the company expected total sales of $339 million to $346 million, with same store sales of approximately flat. Net income per diluted share of $0.87 to $0.93 based on 30.4 million weighted average diluted shares outstanding.For the year, the company expected total sales of $1.68 billion to $1.70 billion, representing growth of 12.9% to 14.2% over the prior year. Same store sales range of approximately flat to 2.0%. Income from operations between $247 million and $255 million. Net income of $182.7 million to $188.6 million. Net income per diluted share of $6.00 to $6.20 based on 30.5 million weighted average diluted shares outstanding. Aankondiging • Jul 21
Boot Barn Holdings, Inc. to Report Q1, 2023 Results on Jul 27, 2022 Boot Barn Holdings, Inc. announced that they will report Q1, 2023 results After-Market on Jul 27, 2022 Aankondiging • Jul 15
Boot Barn Holdings, Inc., Annual General Meeting, Aug 29, 2022 Boot Barn Holdings, Inc., Annual General Meeting, Aug 29, 2022, at 11:30 US Eastern Standard Time. Location: Boot Barn Holdings, Inc., 15345 Barranca Pkwy Irvine California United States Agenda: To consider to elect eight directors to serve until the 2023 annual meeting of stockholders or until their successors are duly elected and qualified; to vote on a non-binding advisory resolution to approve the compensation paid to company's named executive officers for fiscal 2022; to ratify the appointment of Deloitte & Touche LLP as company's independent registered public accounting firm for the fiscal year ending April 1, 2023; and to consider other matters. Recent Insider Transactions • May 27
Chief Digital Officer recently sold €91k worth of stock On the 25th of May, John Hazen sold around 1k shares on-market at roughly €63.13 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • May 23
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €71.50, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.72 per share. Aankondiging • May 12
Boot Barn Holdings, Inc. Provides Earnings Guidance for the Fiscal First Quarter Ending June 25, 2022 and Fiscal Year Ending April 1, 2023 Boot Barn Holdings, Inc. provided earnings guidance for the fiscal first quarter ending June 25, 2022 and fiscal year ending April 1, 2023. For the fiscal first quarter ending June 25, 2022, the Company expects: Same store sales growth of 10%; Total sales of $367 million; Income from operations of $47 million or 12.8% of sales; and Net income per diluted share of $1.14 based on 30.5 million weighted average diluted shares outstanding.For the fiscal year ending April 1, 2023 the Company expects: Same store sales growth of 4.8%; Total sales of $1.740 billion; Income from operations of $266 million or 15.3% of sales; Net income of $197 million; Net income per diluted share of $6.41 based on 30.7 million weighted average diluted shares outstanding; and Fiscal year 2023 is a 53-week year and the Company expects to generate approximately $34 million of sales and earn approximately $0.19 per diluted share in the 53rd week, which is included in the above guidance range. Reported Earnings • May 11
Full year 2022 earnings released: EPS: US$6.51 (vs US$2.05 in FY 2021) Full year 2022 results: EPS: US$6.51 (up from US$2.05 in FY 2021). Revenue: US$1.49b (up 67% from FY 2021). Net income: US$192.5m (up 224% from FY 2021). Profit margin: 13% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.4%, compared to a 12% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth. Aankondiging • May 04
Boot Barn Holdings, Inc. to Report Q4, 2022 Results on May 10, 2022 Boot Barn Holdings, Inc. announced that they will report Q4, 2022 results After-Market on May 10, 2022 Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improved over the past week After last week's 20% share price gain to €94.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €174 per share. Recent Insider Transactions • Mar 01
Insider recently bought €173k worth of stock On the 24th of February, James Watkins bought around 3k shares on-market at roughly €69.12 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.9m more in shares than they bought in the last 12 months. Reported Earnings • Jan 28
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: US$2.34 (up from US$1.02 in 3Q 2021). Revenue: US$485.9m (up 61% from 3Q 2021). Net income: US$69.2m (up 134% from 3Q 2021). Profit margin: 14% (up from 9.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.1%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 09
Boot Barn Holdings, Inc. Provides Earnings Guidance for Third Quarter Ended December 25, 2021 Boot Barn Holdings, Inc. provided earnings guidance for third quarter ended December 25, 2021. For the quarter, the company expects to report net sales increased 71.1% to approximately $485.9 million, compared to the quarter ended December 28, 2019, two years ago and net income per diluted share of approximately $2.27 based on 30.4 million weighted average diluted shares outstanding, compared to net income per diluted share of approximately $0.85 in the two-year ago period. Recent Insider Transactions • Nov 20
Independent Director recently sold €211k worth of stock On the 16th of November, Anne MacDonald sold around 2k shares on-market at roughly €108 per share. In the last 3 months, there was an even bigger sale from another insider worth €420k. Insiders have been net sellers, collectively disposing of €2.2m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improved over the past week After last week's 16% share price gain to €103, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total returns to shareholders of 352% over the past three years. Reported Earnings • Oct 29
Second quarter 2022 earnings released: EPS US$1.28 (vs US$0.20 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$312.7m (up 70% from 2Q 2021). Net income: US$37.9m (up US$32.1m from 2Q 2021). Profit margin: 12% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Aug 23
Independent Director recently sold €421k worth of stock On the 20th of August, Brenda Morris sold around 6k shares on-market at roughly €70.23 per share. In the last 3 months, there was an even bigger sale from another insider worth €761k. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months. Reported Earnings • Aug 06
First quarter 2022 earnings released: EPS US$1.38 (vs US$0.017 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$306.3m (up 107% from 1Q 2021). Net income: US$40.6m (up US$41.1m from 1Q 2021). Profit margin: 13% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.