Burlington

BURL

Market cap $19.1B

Burlington Stores, Inc. (BURL) Q3 2025 Earnings Call Transcript

The TJX Companies and Burlington lean on value, traffic and expansion as off-price retail gains favor with cautious shoppers in an uncertain economy.

As consumers trade down, COST, ROST, DG and BURL stand to gain from value-driven spending and retail efficiency in 2026.

BURL boosts its 2026 expansion plan with 110 net new stores, accelerating growth as strong new-store productivity fuels sales momentum.

BURL lifts FY25 margin outlook as cost discipline and efficiency gains offset tariffs, driving steady EBIT and gross margin expansion.

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

BURL's Burlington 2.0 boosts Q3 margins and efficiency as improved sourcing, clean inventory, and higher guidance signal solid 2026 momentum.

Burlington Stores (BURL) remains a buy as underlying demand is strong and Burlington 2.0 initiatives are driving operational improvements. Recent SSSG weakness was weather-driven; post-normalization, BURL's sales growth rebounded to mid-single digits and continues into Q4. BURL's accelerated new store pipeline, especially via opportunistic Joann Fabrics leases, supports structural growth beyond SSSG reliance.

Burlington targets $1.6 billion operating income by fiscal 2028 as margin gains strengthen and an aggressive store expansion plan accelerates growth.

BURLINGTON, Vermont, Nov. 27, 2025 (GLOBE NEWSWIRE) -- Wires Computing announced the expansion of its computer and cell phone repair services to support the growing technology needs of residents and local businesses. The company has strengthened its presence in Burlington by offering an updated range of repair solutions for laptops, desktops, smartphones and other electronic devices.