Boot Barn Holdings, Inc. (BOOT) reported its fourth quarter and fiscal year 2025 results, with net sales of $453.7 million, representing 17% revenue growth over the prior-year period. Same store sales increased 6.0%, retail store same store sales rose 5.5%, and e-commerce same store sales grew 9.8%. Net income was $37.5 million, or $1.22 per diluted share. The company also announced a $200 million share repurchase program. Boot Barn's stock rallied despite a miss on earnings and guidance being lowered for fiscal year 2026. Executives expressed caution regarding upcoming tariff impacts. The company cited improved margins, supply chain efficiencies, and exclusive brand expansion as contributing factors. Visits to Boot Barn stores increased 13.5% year-over-year in Q1 2025, with visits per location up 0.2%. Other notable earnings reports include Cisco Systems (CSCO), Nextracker (NXT), DXC Technology (DXC), and Jack In The Box (JACK) after the close on May 14. Walmart (WMT), Alibaba (BABA), and Deere (DE) are scheduled to report before the market opens on May 15. Consensus estimates for Q1 earnings are 58 cents per share for Walmart, $1.48 for Alibaba, and $5.64 for Deere. Analysts expect Walmart to report $164.43 billion in revenue, with UBS seeing potential outperformance and Citi reiterating Walmart as a top pick. Guidance updates are expected, especially regarding tariff impacts.
Boot Barn Holdings, Inc., $BOOT, Q4-25. Results: 📊 Adj. EPS: $1.22 🔴 💰 Revenue: $453.7M 🔴 🔎 Strong finish to FY25 with 17% revenue growth and improved margins driven by supply chain efficiencies and exclusive brand expansion.
Walmart $WMT results will be out tomorrow morning between 6:59-7AM ET, we'll have a full Actuals vs Consensus breakdown ASAP following the release. Very important consumer and tariff read trading historically rich to peer Amazon $AMZN. Full preview below: https://t.co/gUQwI7GiFo
Boot Barn’s stock is rallying, but executives are cautious on upcoming tariff impact https://t.co/yiN11ylMlf