BURL Burlington Stores (BURL) Q1 FY27 earnings call
Burlington's off-price playbook — chase the trend, tightly control inventory, convert incremental sales into margin — again produced earnings leverage far ahead of a comp beat, extending a multi-year flow-through streak. Management raised the full-year outlook by passing Q1 upside through and stayed bullish on the back half, tempered by fresh caution on gas prices and inflation; a more value-seeking consumer is framed as opportunity, not threat, for a share-taking value retailer.
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BURL operating KPIs by quarter
| KPI | Jan 2026 Q4 FY26 | This call Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Stores | 1,212In Q4, we opened one net new store, bringing our store count at the end of the year to 1,212 stores.Source: earnings call transcript | 1,242This resulted in the addition of 30 net new stores in Q1, bringing our store count at the end of the quarter to 1,242 stores.Source: earnings call transcript | 1,287This resulted in the addition of 45 net new stores in Q2 bringing our store count at the end of the quarter to 1,287 stores.Source: earnings call transcript | +3.6% |
| New stores opened | 2In Q4, we had 2 new store openings and one closing.Source: earnings call transcript | 40In Q1, we opened 40 gross new stores.Source: earnings call transcript | 51In Q2, we opened 51 gross new stores.Source: earnings call transcript | +27.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.