BURL

Interested in Ollie's Bargain Outlet Holdings, Inc.? Here are five stocks we like better. Ollie's Bargain Outlet beat first-quarter earnings expectations by 4 cents per share but missed revenue estimates by roughly $2.7 million. Ollie's shares have fallen nearly 26% over the past year, significantly underperforming discount peers Ross Stores, Burlington, and TJX Companies. Seventeen analysts covering Ollie's hold a consensus Moderate Buy rating, with an average 12-month price target of roughly $125, implying more than 40% upside. Consumers have continued to seek out bargains as higher prices for everyday necessities have strained many household budgets. For years, Ollie's Bargain Outlet (NASDAQ: OLLI) was a big beneficiary of the trend, with shares climbing to an all-time high last summer as investors embraced the discount retailer's value-focused model. → Father's Day Investing: 3 Stocks Built for Long-Term Returns Since then, however, the stock has pulled back sharply. Despite a series of earnings beats and strong stock performance from many of its discount retail peers, investors have remained cautious on Ollie's, raising questions about what it will take for the stock to regain momentum. Ollie's most recent earnings report did little to stoke investor enthusiasm for the stock. On June 3, the company reported first-quarter earnings of 91 cents per share, increasing from 75 cents per share in the year-ago period and topping Wall Street expectations by 4 cents. The quarter marked another earnings beat for the company, extending its streak of better-than-expected earnings. → 3 AI Stocks With Moats That Could Outlast Summer Volatility Revenue came in at approximately $659 million, up more than 14% from the prior-year period, but roughly $2.7 million shy of analyst expectations. While Ollie's has continued to deliver year-over-year sales growth, revenue has not consistently exceeded Wall Street expectations. Comparable-store sales increased 1.7% during the quarter, while gross margin expanded 80 basis points to 41.9%, exceeding the company's expectations. Ollie's continued to expand its footprint, opening 27 new stores during the quarter. The company also repurchased $53 million of stock during the period. → Goldman’s S&P 500 Target Looks More Reachable After the Latest Rally Despite the solid results, the company said it faced headwinds as the quarter progres...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Burlington Stores’ updated fair value estimate now stands at US$367.07, sitting very close to the prior US$367.40 figure and signaling only a marginal adjustment to the model output. That small change lines up with a research backdrop in which analysts are weighing the Burlington 2.0 plan and Q1 execution against valuation resets and ongoing cost pressures. Most targets are clustered in the US$300s, with a few stretching above US$400. As you read on, you will see how these price targets fit into the broader story and what to watch as the narrative evolves. Stay updated as the Fair Value for Burlington Stores shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Burlington Stores. UBS lifted its price target to US$435 and highlighted confidence in the Burlington 2.0 plan, citing a Q1 beat and raise and a view that the recent 8% pullback offers an appealing entry point for long term earnings growth. BofA raised its target to US$375 after Q1 results, pointing to margin outperformance on a 6% comp gain and contribution from new store openings as reasons to lift FY26 and FY27 EPS estimates. Jefferies kept a positive stance while trimming its target to US$365, saying Q1 was "nice" and reinforced its view on structural margin expansion and continuing off price momentum, even as freight and fuel costs weigh on results. Barclays moved its target up to US$411 and maintained an Overweight rating, which places it toward the higher end of the current target range. Truist sits at the lower end of the range with a Hold rating and a US$310 target, citing constrained near to medium term performance given exposure to lower income consumers and competition from larger off price peers. Wells Fargo and JPMorgan both cut targets after Q1, with Wells Fargo referring to results that were good but not great versus elevated expectations and JPMorgan recalibrating its model following the report. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! We've flagged 1 risk for Burlington Stores. See which could impact your investment. Burlington reported Q1 2026 results with total sales up 14%, com...

Burlington’s first quarter results outpaced Wall Street’s expectations, with management crediting double-digit sales growth and improved operating leverage for the company’s continued earnings momentum. CEO Michael O’Sullivan highlighted the strength of Burlington’s off-price model and operational flexibility, noting strong broad-based performance across categories and geographies. O’Sullivan called out improved allocation and localization capabilities as key to driving faster, more precise merchandising decisions, particularly in historically challenging seasonal transitions. CFO Kristin Wolfe emphasized disciplined inventory management and ongoing supply chain productivity as important contributors to margin expansion this quarter. Is now the time to buy BURL? Find out in our full research report (it’s free). Revenue: $2.86 billion vs analyst estimates of $2.78 billion (14.1% year-on-year growth, 2.7% beat) Adjusted EPS: $2.01 vs analyst estimates of $1.80 (11.4% beat) Adjusted EBITDA: $276.3 million vs analyst estimates of $263 million (9.7% margin, 5% beat) Revenue Guidance for Q2 CY2026 is $3.00 billion at the midpoint, roughly in line with what analysts were expecting Management raised its full-year Adjusted EPS guidance to $11.63 at the midpoint, a 3.8% increase Operating Margin: 5.4%, in line with the same quarter last year Locations: 1,242 at quarter end, up from 1,115 in the same quarter last year Same-Store Sales rose 6% year on year (0% in the same quarter last year) Market Capitalization: $20.45 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Matthew Boss (JPMorgan) asked CEO Michael O’Sullivan if recent geopolitical events and rising gas prices altered the company’s outlook; O’Sullivan replied that Burlington remains optimistic for the back half of the year, but is more cautious about inflation risks. Lorraine Hutchinson (Bank of America) questioned whether Burlington’s focus on earnings growth has come at the expense of comparable sales; O’Sullivan acknowledged the tradeoff, but said the company may selectively become more aggressive in certain categories. Brooke Roach (Goldman Sachs) inquired...

Ollie's Bargain Outlet (OLLI) raised its full-year earnings outlook on Wednesday, while the discount

Interested in Burlington Stores, Inc.? Here are five stocks we like better. Burlington Stores reported adjusted EPS of $2.01, a 26% increase year over year, marking its 14th consecutive quarter of double-digit earnings growth. Despite beating estimates and raising full-year guidance, BURL shares initially fell nearly 8% after the report, reflecting elevated investor expectations. Burlington's post-earnings decline contrasted with peers TJX and Ross Stores, whose shares rose more than 5% and 8%, respectively, after their own strong results. Burlington Stores Inc. (NYSE: BURL) delivered another better-than-expected quarter on May 28, marking its 14th consecutive quarter of double-digit earnings growth. The company also raised its full-year outlook as off-price retailers continue to benefit from demand among budget-conscious consumers seeking bargains. Still, it wasn't enough to satisfy investors, as shares fell sharply following the report. → Best Buy’s AI Laptop Boost Sparks Hope for a BBY Turnaround For the quarter, the company reported adjusted earnings per share (EPS) of $2.01, an increase of 26% from year-ago earnings of $1.60 and well above Wall Street’s expectations of $1.77 per share. Revenue rose 14% year over year (YOY) to $2.86 billion, topping analyst estimates by more than $57 million. Comparable-store (comp) sales increased 6% YOY, above the company’s guided range of 2% to 4%, while gross margin expanded 30 basis points to 44.1% of net sales. → 3 Up-and-Coming Stocks That Could Be the Next NVIDIA On the earnings call, Chief Executive Michael O’Sullivan noted, “These results add to an already very impressive track record of consistently converting sales growth into strong margin expansion and earnings flow-through,” noted Chief Executive Michael O’Sullivan on the earnings call. The company also issued second-quarter guidance and raised its full-year sales and earnings outlook. For Q2, Burlington expects comp sales growth of 1% to 3%, with total sales increasing 10% to 12%. Operating margin is expected to expand 30 to 60 basis points YOY, while adjusted EPS is forecast to be between $2.05 and $2.20. → These 3 CLO ETFs Target a Niche Corner of the Fixed-Income Market For the full year, Burlington now expects comp sales growth of 2% to 4%, up from prior guidance of 1% to 3%. Total sales are expected to rise 9% to 11%, up from the prior outlook of 8%...

Burlington Stores, Inc. BURL used its first-quarter earnings call to press a familiar but increasingly important message: the company believes it can keep turning modest-to-strong sales gains into outsized earnings growth through tighter inventory control, better localization and improving store productivity. That mattered because management not only posted a clear beat versus the Zacks Consensus Estimate, with adjusted earnings of $2.01 topping the $1.77 estimate and revenue of $2.86 billion above the $2.81 billion estimate, but also passed the full upside from the quarter through to its full-year outlook. Burlington Stores, Inc. price-consensus-eps-surprise-chart | Burlington Stores, Inc. Quote Chief executive officer Michael O’Sullivan said Burlington is now expecting full-year comparable sales growth of 2% to 4% and adjusted earnings per share growth of 13% to 16%, with the company passing through the entire first-quarter upside to the year. The press release framed that change similarly, with total sales now expected to rise 9% to 11% and adjusted EPS projected at $11.45 to $11.80. That updated stance followed a first quarter in which comparable sales rose 6%, ahead of the company’s prior 2% to 4% guidance, while adjusted EPS climbed to $2.10 from $1.67 a year earlier. O’Sullivan emphasized that the biggest takeaway from the quarter was not simply stronger sales, but the company’s ability to convert those sales into margin expansion. He said that marked Burlington’s 14th straight quarter of double-digit earnings growth. Chief financial officer Kristin Wolfe added that first-quarter gross margin improved 30 basis points to 44.1%, helped by a 20-basis-point gain in merchandise margin and a 10-basis-point improvement in freight expense. Adjusted EBIT margin rose 20 basis points, even though management had earlier expected a decline. Wolfe said better markdown execution, stronger-than-expected sales and supply chain productivity more than offset pressure from incentive compensation and marketing. That framing reinforced management’s view that earnings leverage remains the core feature of the model. A major strategic theme on the call was the store base. O’Sullivan said Burlington opened 40 gross new stores in the quarter, relocated six and closed four, ending the period with 1,242 locations. He also pointed to relocations and downsizing as a structural driv...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Delivered 26% EPS growth in Q1, marking the 14th consecutive quarter of double-digit earnings growth by consistently converting sales into margin expansion. Achieved a 6% comp store sales increase, significantly outperforming guidance due to improved flexibility in chasing trends and managing inventory liquidity. Upgraded allocation and localization capabilities enabled faster responses to weather variations, driving double-digit growth in warm weather categories. Total sales grew 14% in Q1, reflecting a cumulative 34% business expansion over three years as the company captures market share from traditional retailers. Operating margin expansion of 20 basis points beat guidance by 100 basis points, fueled by higher merchant margins and enhanced supply chain productivity. Strategic focus remains on 'off-price basics'—controlling liquidity and managing inventory—rather than radical shifts like international expansion. Sales productivity reached approximately $350 per square foot, a 55% increase since 2019, driven by the transition to smaller, more efficient store formats. Full-year EPS guidance raised to $11.45-$11.80, passing through the entire Q1 outperformance while maintaining a bullish outlook for the second half of the year. Q2 guidance assumes 19% to 28% EPS growth on modest 1% to 3% comp sales, reflecting confidence in continued margin leverage and supply chain efficiency. Anticipate potential comp upside in Q3 and Q4 as the company laps easier comparisons and previous tariff-related assortment gaps. On track to exceed 1,500 stores by 2028, with over 80% of the fleet having been opened, relocated, or downsized since 2019 to optimize square footage. The 'Store Experience 2.0' retrofit program is scheduled for completion across the entire chain by the end of 2026 to modernize brand perception. Management is monitoring higher gas prices and inflation for impacts on discretionary spending, though no change in consumer behavior has been observed yet. The store downsize program is ramping to 30 stores this year, typically cutting square footage in half and reducing occupancy costs by about 200 basis points. A new distribution center in Savannah, Georgia, became operational late in Q1, introducing temporary st...

Image source: The Motley Fool. Thursday, May 28, 2026, at 8:30 a.m. ET Chief Executive Officer — Michael O'Sullivan Executive Vice President and Chief Financial Officer — Kristin Wolfe Michael O'Sullivan, our Chief Executive Officer; and Kristin Wolfe, our EVP and Chief Financial Officer. Before I turn the call over to Michael, I would like to inform listeners that this call may not be transcribed, recorded or broadcast without our expressed permission. A replay of the call will be available until June 4, 2026. We take no responsibility for inaccuracies that may appear in transcripts of this call by third parties. Our remarks and the Q&A that follows are copyrighted today by Burlington Stores. Remarks made on this call concerning future expectations, events, strategies, objectives, trends or projected financial results are subject to certain risks and uncertainties. Actual results may differ materially from those that are projected in such forward-looking statements. Such risks and uncertainties include those that are described in the company's 10-K and in our filings with the SEC, all of which are expressly incorporated herein by reference. Please note that the financial results and expectations we discuss today are on a continuing operations basis. Reconciliations of the non-GAAP measures we discuss today to GAAP measures are included in today's press release. As a reminder, as indicated in this morning's press release, all profitability metrics discussed on this call exclude costs associated with bankruptcy acquired leases. These pretax costs amounted to $7 million and $6 million during the fiscal first quarters of 2026 and 2025, respectively, and $10 million and $35 million for the full fiscal years 2026 and 2025, respectively. Now here's Michael. Michael O'Sullivan: Thank you, David. Good morning, everyone, and thank you for joining us. I would like to cover 3 topics this morning. Firstly, I will discuss our first quarter results. Secondly, I will talk about our outlook for the rest of the year. And finally, I will comment on our new store opening program. After that, Kristin will walk through the financial details. Okay. Let's talk about the first quarter. I will start with the headline. We delivered yet another quarter of very strong earnings growth with EPS increasing 26%. This marks our 14th consecutive quarter of double-digit earnings growth. This...

Burlington Stores, Inc. BURL reported impressive first-quarter fiscal 2026 results, wherein revenues and earnings grew year over year. Also, the top and bottom lines surpassed the Zacks Consensus Estimate. The off-price retailer benefited from broad-based comparable sales growth, merchandise margin expansion and continued supply-chain productivity improvements, enabling the company to post its 14th consecutive quarter of double-digit earnings growth.Management highlighted strong execution across merchandising, inventory management and store operations, with particular strength in ladies apparel, beauty and accessories. Burlington Stores also benefited from improved allocation and localization capabilities, which helped the company capitalize on warm-weather demand trends during the quarter.Despite the strong performance and an increase in the fiscal 2026 guidance, investors reacted negatively to the results, sending shares down 7.9% following the announcement. The decline likely reflected elevated investor expectations heading into the release, as well as caution surrounding the company's modest fiscal second-quarter comparable sales guidance and broader consumer spending uncertainties. Burlington Stores, Inc. price-consensus-eps-surprise-chart | Burlington Stores, Inc. Quote Burlington Stores reported adjusted earnings of $2.01 per share, comfortably beating the Zacks Consensus Estimate of $1.77. Adjusted EPS increased 25.6% from $1.60 in the year-ago quarter. Total revenues increased 14.1% year over year to $2.86 billion and exceeded the Zacks Consensus Estimate of $2.81 billion. Net sales rose 14% to $2.85 billion from $2.50 billion in the prior-year period.Comparable store sales increased 6%, significantly ahead of management’s guidance of 2-4%. According to management, comps growth was broad-based across merchandise categories and geographic regions, reflecting healthy consumer demand and effective execution of Burlington Stores’ off-price model. Our model anticipated a 3.5% year-over year rise in comparable store sales for the fiscal first quarter. The gross margin expanded 30 basis points year over year to 44.1% in the first quarter of fiscal 2026. This also surpassed our estimate for gross margin of 43.5%. The improvement was driven by a 20-basis-point increase in the merchandise margin and a 10-basis-point reduction in freight expenses as a percenta...

Interested in Burlington Stores, Inc.? Here are five stocks we like better. Burlington beat first-quarter expectations with adjusted EPS of $2.10, up 26% year over year, while total sales rose 14% and comparable store sales increased 6%, well above guidance. Management credited broad-based demand, strong markdown execution and supply chain productivity. Margins improved despite headwinds, with gross margin up 30 basis points to 44.1% and adjusted EBIT margin at 6.3%, ahead of expectations. The company said stronger sales and disciplined inventory management more than offset cost pressures. Full-year guidance was raised as Burlington passed through all of its first-quarter upside, now expecting sales growth of 9% to 11% and adjusted EPS of $11.45 to $11.80. The retailer also boosted its store expansion plan and said it remains bullish on demand for off-price value. Ross Stores Earnings Beat Sends Stock To New Highs Burlington Stores (NYSE:BURL) reported stronger-than-expected fiscal first-quarter results, with executives saying the off-price retailer benefited from broad-based comp growth, better markdown execution and supply chain productivity. Chief Executive Officer Michael O'Sullivan said the company delivered a 26% increase in adjusted earnings per share, marking what he called Burlington's 14th consecutive quarter of double-digit earnings growth. Total sales rose 14% in the quarter, while comparable store sales increased 6%, above the company's prior guidance range of 2% to 4%. → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move Wall Street Loves TJX, But Is the Stock Still a Good Deal for Investors? "This track record demonstrates our ability to consistently convert higher sales into margin expansion, thereby driving very strong earnings flow-through," O'Sullivan said. Executive Vice President and Chief Financial Officer Kristin Wolfe said first-quarter adjusted EPS was $2.10, above Burlington's guidance range of $1.60 to $1.75. Adjusted EBIT margin was 6.3%, up 20 basis points from the prior year and ahead of guidance that had called for a 60- to 100-basis-point decline. → Quantum Stocks Just Got a Lifeline—Who Benefits Most? 3 ETFs That Could Benefit as Consumers Tighten Their Budgets O'Sullivan said first-quarter comp trends were "broad-based across businesses and geographies," with particular strength in ladies' appa...

Burlington Stores raised its outlook for the year after logging higher profit and sales in its fiscal first quarter, as concerns about inflation and the economy continued driving consumers to seek value.

Burlington Stores (BURL) came out with quarterly earnings of $2.01 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.6 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.42%. A quarter ago, it was expected that this discount retailer would post earnings of $4.7 per share when it actually produced earnings of $4.89, delivering a surprise of +4.04%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Burlington Stores, which belongs to the Zacks Retail - Discount Stores industry, posted revenues of $2.86 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.83%. This compares to year-ago revenues of $2.5 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Burlington Stores shares have added about 12.9% since the beginning of the year versus the S&P 500's gain of 9.9%. While Burlington Stores has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Burlington Stores was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list...