A shopper carries Burlington bags in New York, US, on Monday, Nov. 20, 2023. Burlington Stores Inc. is scheduled to release earnings figures on November 21. The debate around when the Federal Reserve will start to lower interest rates continues to influence market sentiment. Investors are interpreting important macroeconomic data, including jobs market reports, to decipher the current state of the U.S. economy. At the same time, Wall Street analysts continue to focus on picking individual stocks that can th ...

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Investors looking for stocks in the Retail - Discount Stores sector might want to consider either Burlington Stores (BURL) or Costco (COST) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trend ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 4, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-36107 BURLINGTON STORES, INC. (Exact name of registrant as specified in its charter) Delaware 80-0895227 (State or Other Jurisdic ...

财务数据和关键指标变化 - 第一季度总销售额增长11%,与2023年同期相比 [15] - 第一季度同店销售增长2%,高于公司指引的持平至2% [16][17] - 第一季度毛利率提升120个基点至43.5%,主要由于正价销售强劲带来的存货周转加快和降低折扣 [30] - 第一季度EBIT利润率增长170个基点至5.7%,大幅超出公司指引 [33] - 第一季度调整后每股收益增长68% [33] 各条业务线数据和关键指标变化 - 公司正在加大品牌商品的占比,以吸引更多中高收入客户 [86][87] - 公司认为低收入客户的经济压力已有所缓解,但仍然脆弱,是公司的核心客户群 [67][68] 各个市场数据和关键指标变化 - 公司新店开设带来了大量新客户,包括以前就是顾客但已很久没来的人 [126][127] - 公司认为正在从一些挣扎的零售业态如百货店和专卖店那里获得市场份额 [128][129] 公司战略和发展方向及行业竞争 - 公司未来5年内计划将销售额增长至160亿美元,营业利润增长至16亿美元 [25] - 公司正在加快供应链效率提升计划,预计未来5年内可带来200个基点的利润率提升 [76][77] - 公司关注竞争对手的价格调整动向,认为自身定价已很有竞争力 [115][116][117] 管理层对经营环境和未来前景的评论 - 管理层认为各收入群体目前都面临经济压力,但低收入客户的情况已有所好转 [67][68] - 公司对第二季度和全年的销售和利润增长保持谨慎态度,但有信心根据实际情况调整 [21][23] 其他重要信息 - 公司计划在2024财年净新开100家门店 [15][36] - 公司将在2025年4月偿还1.56亿美元的可转换债券 [104][105] - 公司计划未来5年关闭或搬迁150-200家门店 [132] 问答环节重要的提问和回答 问题1 **Matthew Boss 提问** 询问第一季度销售趋势变化及影响因素 [48] **Michael O'Sullivan 回答** 解释了第一季度各月销售趋势变化,主要受税收返还时间影响 [49][50][51][52][53] 问题2 **Ike Boruchow 提问** 询问公司如何应对低收入客户群的变化 [65] **Michael O'Sullivan 回答** 分析了低收入客户群的状况及公司的应对措施 [67][68][69][70] 问题3 **Kristin Wolfe 回答** 详细解释了第一季度毛利率和费用的变动情况 [56][57][58][59]

Burlington Stores (BURL) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 36.54%. A quarter ago, it was expected that this discount retailer would post earnings of $3.28 per share when it actually produced earnings of $3.66, delivering a surprise of 11.59%. Over the last four quarters ...

销售情况 - 总销售额增长11%，净收入为7.9亿美元，每股摊薄收益为1.22美元[1] - 可比店销售增长2%[1] - 总销售额同比增长11%，可比店销售同比增长2%[3] - 2024年5月4日，BURLINGTON STORES, INC.的净销售额为23.57亿美元，较2023年同期增长10.6%[24] 利润情况 - 调整后的调整后的EBIT利润率增加了170个基点，调整后的每股收益增长了68%，达到1.42美元[1] - 调整后的每股收益展望为7.35-7.75美元，较FY23增长18%至24%[1] - 毛利率占销售额的比例为43.5%，较FY23的42.3%增加了120个基点[3] - 2024年5月4日，BURLINGTON STORES, INC.的净利润为7,851.4万美元，较2023年同期增长139.7%[24] 成本管理 - 产品采购成本为1.83亿美元，较FY23的1.87亿美元下降[4] - 营销、一般和管理费用占销售额的比例为35.0%，较FY23的35.4%下降了40个基点[5] 财务指标 - 调整后的EBITDA为2.17亿美元，较FY23的1.57亿美元增长180个基点[9] - 2024年5月4日，BURLINGTON STORES, INC.的现金及现金等价物为7.42亿美元，较2023年同期增长38.1%[25] 财务报表调整 - 公司的调整后有效税率为28.1%，较上一期略有增加[37] - 公司调整后净收入为38,872千美元，较上一期有所增长[37] - 公司在2023财年结束时，调整后每股收益为6.06美元[37]

On a GAAP basis, total sales increased 11%, net income was $79 million, and diluted EPS was $1.22 Comparable store sales increased 2% On a non-GAAP basis, excluding certain expenses associated with the acquisition of Bed Bath & Beyond leases: Adjusted EBIT margin increased 170 basis points, and Adjusted EPS increased 68% to $1.42 Increasing outlook for FY24 Adjusted EPS to $7.35-$7.75, an increase of 18% to 24% over FY23 on a 52-week basis; guidance excludes certain expenses associated with the acquisition ...