Feed / BURL

Burlington Stores, Inc.

BURL

Consumer Cyclical · 239.21 +0.4% today

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

Market read

Burlington Stores, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.

Company+0.4% todayVolume comparison unavailable
Market group0 of 3 activeOff-Price Retailers · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Tariff refunds contributed $55.5 million to operating cash flow and gross-margin improvement in the latest six-month period.
  • Capital spending declined year over year, while new stores and supply-chain infrastructure continued to increase depreciation and amortization.

Invalidation: The isolated read changes if BURL'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 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 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
  • Tariff refunds contributed $55.5 million to operating cash flow and gross-margin improvement in the latest six-month period.
  • Capital spending declined year over year, while new stores and supply-chain infrastructure continued to increase depreciation and amortization.

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 statements94
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +8.8% year over year.
  • Operating cash flow covered net income at 2.02x in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 4 filings.
  • Tariffs and trade policy has repeated favorable evidence across 4 filings.
Evidence challenging the case

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

Questions before a position
  • P/E is 27% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 127% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

239.21
6m-18.4%12m-14.5%24m
Annual trajectory

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

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$9.3B+61.8%$6.00+3.3%
2023-01-28$8.7B-6.7%$3.49-3.3%
2024-02-03$9.7B+11.8%$5.23-1.5%
2025-02-01$10.6B+9.3%$7.80-0.5%
2026-01-31$11.5B+8.8%$9.51-0.7%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 5 filings
The increase in depreciation and amortization expense was primarily driven by new and non-comparable stores, as well as capital expenditures related to investments in our supply chain infrastructure.
10-Q · Aug 27, 2026
Supply chain and availabilitymixed · 5 filings
The increase in depreciation and amortization expense was primarily driven by new and non-comparable stores, as well as capital expenditures related to investments in our supply chain infrastructure.
10-Q · Aug 27, 2026
Credit and interest ratespositive · 4 filings
Interest expense Interest expense increased $2.9 million during the six month period ended August 1, 2026 to $36.2 million, compared to the same period in the prior year, which was driven by an increase in net borrowings.
10-Q · Aug 27, 2026
Tariffs and trade policypositive · 4 filings
The increase in our operating cash flows was primarily driven by improved sales and gross margin, including a $55.5 million benefit of tariff refunds, partially offset by changes in working capital.
10-Q · Aug 27, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.3× · EV/sales 1.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

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

Price action

How the market is pricing the story

239.21+0.4% 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 BURL. 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 BURL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind BURL

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

Depends on

JPMJPMorgan Chase & Co.lenderMar 19, 2026

12, dated as of June 11, 2025, to the Credit Agreement dated as of February 24, 2011 (as amended), by and among Burlington Coat Factory Warehouse Corporation, JPMorgan Chase Bank, N.A., as administrative agent, and the lenders and facility guarantors party th…

Depended on by

CALMCal-Maine Foods, Inc.supplierApr 1, 2026

Echo Lake Foods is based in Burlington, Wisconsin and produces, packages, markets and distributes prepared foods, including waffles, pancakes, scrambled eggs, frozen cooked omelets, egg patties, toast and diced eggs.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BURL is currently a Early Follower in the organic co-movement group Off-Price Retailers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

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