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Burlington Stores (BURL) Q2 FY27 earnings call

Earnings call· Jul 2026 (Q2 FY27)· Consumer Discretionary· Aug 27, 2026

Source: earnings call transcript

Burlington Stores delivered robust underlying earnings growth in Q2 FY27, driven by strong margin expansion and new store productivity, despite modest comparable sales. The company plans to reinvest $55 million in tariff refunds into sharper customer values in the second half, aiming to drive sales momentum while maintaining full-year earnings targets. Management remains disciplined in its off-price model, ready to chase sales upside if trends strengthen.

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BURL operating KPIs by quarter

BURL operating KPIs stated on its earnings calls, by fiscal quarter
KPI Jan 2026 Q4 FY26 Apr 2026 Q1 FY27This call Jul 2026 Q2 FY27Change vs prior quarter
Stores
1,212 In 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
1,242 This 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
1,287 This 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
2 In Q4, we had 2 new store openings and one closing. Source: earnings call transcript
40 In Q1, we opened 40 gross new stores. Source: earnings call transcript
51 In 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.