Boot Barn

BOOT

Market cap $5.76B

The 2025 Q4 earnings season is pretty much over following the highly-awaited NVIDIA release. Throughout the period, these three releases have stood out.

Boot Barn (BOOT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Here is how Boot Barn (BOOT) and BJ's Restaurants (BJRI) have performed compared to their sector so far this year.

BOOT opens a record 25 stores in Q3, targets 1,200 U.S. locations, and sees new units hitting $3.2M in first-year sales.

Boot Barn delivered strong 3Q26 results with 16% revenue growth, positive comps, and robust EPS expansion. Management attributes late-quarter comp deceleration to temporary climatic factors, with January comps rebounding to 4.7%. FY26 guidance calls for $2.25B revenue (+18%), 7% comps, 70 bps merchandise margin expansion, and $7.35 EPS (+24%).

BOOT raises its full-year outlook after 5.7% comps growth, 110 bps margin expansion and strong gains across boots, apparel and e-commerce.

BOOT joins EAT, TPR and CAH on a screen for strong interest coverage, solid volume and growth, spotlighting four stocks that made the cut.

Boot Barn's e-commerce comps jump 19.6% in Q3 as new exclusive brand websites drove incremental customers and lifted full-year outlook.

Ranger Investment Management sold 99,800 shares of Boot Barn Holdings, with an estimated trade size of $18.62 million in the fourth quarter. Meanwhile, the quarter-end position value decreased by $15.63 million, reflecting both trading activity and stock price changes.

BOOT adds 25 stores in Q3, targets 1,200 locations, and expects new units to hit $3.2M in first-year sales with payback under two years.