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 with its latest results. Results were good overall, with revenues beating analyst predictions by 2.2% to hit US$505m. Statutory earnings per share (EPS) came in at US$1.37, some 7.5% above whatthe analysts had expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Boot Barn Holdings after the latest results.

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Following the latest results, Boot Barn Holdings' 15 analysts are now forecasting revenues of US$2.23b in 2026. This would be a modest 7.6% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 3.7% to US$7.08. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$2.23b and earnings per share (EPS) of US$7.08 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

View our latest analysis for Boot Barn Holdings

There were no changes to revenue or earnings estimates or the price target of US$227, suggesting that the company has met expectations in its recent result. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Boot Barn Holdings analyst has a price target of US$282 per share, while the most pessimistic values it at US$180. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Boot Barn Holdings'historical trends, as the 16% annualised revenue growth to the end of 2026 is roughly in line with the 15% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 5.9% per year. So it's pretty clear that Boot Barn Holdings is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at US$227, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Boot Barn Holdings analysts - going out to 2028, and you can see them free on our platform here.

However, before you get too enthused, we've discovered 1 warning sign for Boot Barn Holdings that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.