Burlington Stores IncBURL
▲ PositiveCapitalrelevance
Raised full-year EPS outlook and strong Q2 results
Impact on stocks 1
Consumer Discretionary
Burlington Stores IncBurlington Stores reported strong fiscal 2026 second-quarter results, with sales up 11% and adjusted earnings per share excluding tariff refunds up 38% to $2.37, while announcing plans to reinvest approximately $55 million in tariff refunds into lower prices and improved customer value during the second half, making the full-year earnings benefit neutral. The company raised its full-year adjusted EPS outlook to $11.77–$11.97 and continues to target 135 gross store openings. Comparable-store sales rose 2%, pressured by new-store cannibalization, which reduced comps by about 1.5 percentage points. Management cited a cautious consumer, potential warm-weather pressure on outerwear, and ongoing cannibalization as key risks.
Burlington Stores IncRaised full-year EPS outlook and strong Q2 results