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Boot Barn Holdings, Inc.

BOOT

Consumer Cyclical · 144.65 +2.8% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Boot Barn Holdings, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company+2.8% todayVolume comparison unavailable
Market group0 of 1 activeWestern & Workwear Retail · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • Recognition of IEEPA tariff refunds accounted for a 250 basis-point benefit to merchandise margin in the current-year period.
  • Quarterly net cash used in investing activities was $51.1M, primarily for store construction, versus $31.5M in the prior-year period.

Invalidation: The isolated read changes if BOOT's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Apparel Retail

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Recognition of IEEPA tariff refunds accounted for a 250 basis-point benefit to merchandise margin in the current-year period.
  • Quarterly net cash used in investing activities was $51.1M, primarily for store construction, versus $31.5M in the prior-year period.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements65
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +17.9% year over year.
  • Operating cash flow covered net income at 1.35x in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

144.65
6m-13.6%12m-21.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-26$1.5B+66.6%$6.33+3.1%
2023-04-01$1.7B+11.4%$5.62-0.1%
2024-03-30$1.7B+0.6%$4.80+0.8%
2025-03-29$1.9B+14.6%$5.88+0.5%
2026-03-28$2.3B+17.9%$7.35-0.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
The Company believes that the recorded values of its financial instruments approximates their current fair values because of their nature and respective relatively short maturity dates or duration.
10-Q · Jul 29, 2026
Input and raw-material costsmixed · 3 filings
The 220 basis-point increase in merchandise margin rate was primarily driven by a 250 basis-point of benefit from tariff refunds recognized during the current-year period and 60 basis points of product margin expansion, partially offset by a 90 basis-point de…
10-Q · Jul 29, 2026
Capital investment and capacitymixed · 1 filings
Investing Activities ​ Net cash used in investing activities was $51.1 million for the thirteen weeks ended June 27, 2026, which was primarily attributable to capital expenditures related to store construction.
10-Q · Jul 29, 2026
Labor availability and costsnegative · 1 filings
The leverage in buying, occupancy and distribution center costs was driven by lower incentive-based compensation and lower distribution center labor costs in the current-year period partially offset by the occupancy costs of new stores.
10-Q · Jul 31, 2025

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

144.65+2.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for BOOT. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for BOOT. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind BOOT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

KTBKontoor Brands, Inc.customerMar 4, 2026

Deep Relationships With Leading Brick-and-Mortar and E-Commerce Retailers The Wrangler ® and Lee ® brands have long-term relationships with many leading brick-and-mortar and e-commerce retailers, including Amazon, Boot Barn, Target, and Walmart, whom we belie…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BOOT is currently a Leader in the organic co-movement group Western & Workwear Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for BOOT; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.