Burlington Stores Beheer
Beheer criteriumcontroles 4/4
De CEO Burlington Stores is Michael O'Sullivan, benoemd in Jul2022, heeft een ambtstermijn van 6.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 17.15M, bestaande uit 8.9% salaris en 91.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.22% van de aandelen van het bedrijf, ter waarde $ 45.09M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.4 jaar en 8.1 jaar.
Belangrijke informatie
Michael O'Sullivan
Algemeen directeur
US$17.1m
Totale compensatie
| Percentage CEO-salaris | 8.86% |
| Dienstverband CEO | 4yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 4.4yrs |
| Gemiddelde ambtstermijn bestuur | 8.1yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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 AlphaSeeking 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
Nieuw narratief • 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 AlphaSeeking 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| May 02 2026 | n/a | n/a | US$624m |
| Jan 31 2026 | US$17m | US$2m | US$610m |
| Nov 01 2025 | n/a | n/a | US$561m |
| Aug 02 2025 | n/a | n/a | US$546m |
| May 03 2025 | n/a | n/a | US$526m |
| Feb 01 2025 | US$15m | US$1m | US$504m |
| Nov 02 2024 | n/a | n/a | US$470m |
| Aug 03 2024 | n/a | n/a | US$428m |
| May 04 2024 | n/a | n/a | US$385m |
| Feb 03 2024 | US$14m | US$1m | US$340m |
| Oct 28 2023 | n/a | n/a | US$297m |
| Jul 29 2023 | n/a | n/a | US$266m |
| Apr 29 2023 | n/a | n/a | US$247m |
| Jan 28 2023 | US$13m | US$1m | US$230m |
| Oct 29 2022 | n/a | n/a | US$167m |
| Jul 30 2022 | n/a | n/a | US$163m |
| Apr 30 2022 | n/a | n/a | US$254m |
| Jan 29 2022 | US$14m | US$1m | US$409m |
| Oct 30 2021 | n/a | n/a | US$443m |
| Jul 31 2021 | n/a | n/a | US$438m |
| May 01 2021 | n/a | n/a | US$288m |
| Jan 30 2021 | US$10m | US$1m | -US$216m |
| Oct 31 2020 | n/a | n/a | -US$166m |
| Aug 01 2020 | n/a | n/a | -US$78m |
| May 02 2020 | n/a | n/a | US$54m |
| Feb 01 2020 | US$33m | US$475k | US$465m |
Compensatie versus markt: De totale vergoeding ($USD 17.15M ) Michael } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.60M ).
Compensatie versus inkomsten: De vergoeding van Michael is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Michael O'Sullivan (62 yo)
4yrs
Tenure
US$17,149,564
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 4yrs | US$17.15m | 0.22% $ 45.1m | |
| Group President & Chief Merchandising Officer | 7.3yrs | US$9.39m | 0.097% $ 19.7m | |
| President & COO | 4.8yrs | US$6.80m | 0.044% $ 8.9m | |
| Executive VP & CFO | 3.9yrs | US$5.57m | 0.028% $ 5.8m | |
| EVP & Chief Human Resource Officer | 2.8yrs | US$2.18m | 0.0060% $ 1.2m | |
| Senior VP & Chief Accounting Officer | 2.3yrs | geen gegevens | 0.00013% $ 26.5k | |
| Executive VP & Chief Information Officer | no data | geen gegevens | geen gegevens | |
| Group Senior VP of Investor Relations & Treasurer | no data | geen gegevens | geen gegevens | |
| Group Senior VP | no data | geen gegevens | geen gegevens | |
| Executive Vice President of Planning & Allocation and MIO | 11.5yrs | US$2.19m | geen gegevens | |
| Executive Vice President of Merchandising | 9.5yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Merchandising | no data | geen gegevens | geen gegevens |
4.4yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van BURL wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 6.8yrs | US$17.15m | 0.22% $ 45.1m | |
| Independent Director | 11.8yrs | US$274.97k | 0.0089% $ 1.8m | |
| Independent Director | 9.7yrs | US$282.31k | 0.014% $ 2.8m | |
| Independent Director | 20.3yrs | US$300.38k | 0.017% $ 3.6m | |
| Independent Director | 8.1yrs | US$282.97k | 0.0094% $ 1.9m | |
| Independent Chairman of the Board | 12.6yrs | US$464.97k | 0.025% $ 5.0m | |
| Independent Director | 1.5yrs | US$282.97k | 0.00037% $ 75.4k | |
| Independent Director | 13.7yrs | US$299.97k | 0.012% $ 2.4m | |
| Independent Director | 5.6yrs | US$287.56k | 0.0052% $ 1.1m | |
| Independent Director | 7.8yrs | US$274.97k | 0.0089% $ 1.8m | |
| Independent Director | less than a year | US$108.78k | geen gegevens |
8.1yrs
Gemiddelde duur
68yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van BURL wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/14 01:01 |
| Aandelenkoers aan het einde van de dag | 2026/07/14 00:00 |
| Inkomsten | 2026/05/02 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Burlington Stores, Inc. wordt gevolgd door 29 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mark Altschwager | Baird |
| Adrienne Yih-Tennant | Barclays |
| Brian McNamara | Berenberg |