Burlington Stores (BURL) News Today

Burlington Stores, Inc. (NYSE:BURL) shares rose after the off-price retailer delivered better-than-expected Q2 results, raised full-year guidance and received analyst support. Investors cheered strong margins, expanded store openings and updated outlook, while management flagged macroeconomic caution.

• Positive Sentiment: Strong Q2 beat: EPS of $1.59 vs. $1.27 consensus and revenue of $2.70 B vs. $2.64 B, with comparable-store sales up 5% and total sales up 10%. GlobeNewswire: Q2 Earnings Release
• Positive Sentiment: Raised guidance: FY 2025 EPS now $9.19–$9.59 (above $9.17 est.) and Q3 EPS $1.50–$1.60 (vs. $1.67 est.), reflecting confidence from “Burlington 2.0” initiatives. MSN: EPS Outlook Raised
• Positive Sentiment: Analyst backing: Telsey Advisory reaffirmed its “Outperform” rating with a $300 price target; other firms set targets up to $338. Benzinga: Analyst Rating
• Positive Sentiment: Expansion on track: management plans ~100 net new stores in FY 2025, including 50 planned in 19 states and a new North Haven location with first-100 shopper bonuses. MSN: Store Openings
• Neutral Sentiment: Maintained Q3 comps guidance of 0%–2%, consistent with off-price playbook but below historical growth rates. PYMNTS: Macro Risks Warning
• Neutral Sentiment: Inventory up 16% year-over-year with reserve inventory at 50% vs. 41% last year, underscoring opportunistic buying but raising working capital needs. QuiverQuant: Inventory Update
• Negative Sentiment: Management cautioned on macroeconomic risks, signaling potential consumer pressure in the back half of the year. PYMNTS: Macro Risks Warning
• Negative Sentiment: Q3 comp guidance below Wall Street’s 1.67% estimate suggests a cautious tone that could cap upside. MarketWatch: Q3 Guidance Preview