Burlington Stores Stock Jumps on Earnings Beat: Is the Rally Just Starting?
Burlington Stores Inc (BURL) recently reported stronger-than-expected earnings and guidance, causing its stock to jump. This performance highlights the resilience of the off-price retail model, with strong traffic, margin recovery, and inventory management. The key question for investors is whether Burlington can maintain this momentum and justify its new valuation, especially given its sensitivity to the US consumer market and current valuation levels.
New Burlington Store Aims To Boost Augusta, Maine's Shopping Scene
Burlington, the off-price retailer, is reportedly planning to open a new store in Augusta, Maine, at the Turnpike Mall. This new location would be the company's third in Maine and is expected to revitalize the mall by filling a vacant space and increasing foot traffic. The discount store aims to offer Augusta residents a wider variety of affordable shopping options, potentially benefiting other local businesses and boosting the city's economic activity.
Burlington Stores Announces New Location, Bringing Deals on Top Brands to Darien, Illinois Shoppers this Spring!
Burlington Stores is opening its 46th location in Illinois this spring in Darien, featuring a reimagined store design for an enhanced shopping experience. The new store will offer a wide range of branded merchandise, including apparel, home decor, and beauty products, at up to 60% off other retailers' prices. Burlington is also actively seeking new talent for various positions as it continues its expansion.
Burlington Stores, Inc. Announces Fourth Quarter and Fiscal Year 2025 Earnings Release Date, Conference Call and Webcast
Burlington Stores, Inc. (NYSE: BURL) has announced that it will release its fourth quarter and fiscal year 2025 financial results on Thursday, March 5, 2026, before the U.S. stock market opens. The company will host a conference call and live webcast at 8:30 a.m. (Eastern Time) on the same day to discuss the results. Replay information for the call will also be available for those unable to participate live.
New Burlington Store Aims To Boost Augusta, Maine's Shopping Scene
Burlington, the national off-price retailer, is preparing to open its third Maine location at the Turnpike Mall in Augusta. This new store is expected to revitalize the mall, fill a vacant space, and provide Augusta residents with more affordable shopping options. The arrival of Burlington is anticipated to boost local economic activity and increase foot traffic for other mall tenants.
Burlington Stores, Inc. Announces Fourth Quarter and Fiscal Year 2025 Earnings Release Date, Conference Call and Webcast
Burlington Stores, Inc. (NYSE: BURL) is set to release its fourth quarter and fiscal year 2025 financial results before the U.S. stock market opens on Thursday, March 5, 2026. The company will host a conference call and webcast at 8:30 a.m. Eastern Time on the same day to discuss these results. Investors can access the live webcast via the company's investor relations website, and a replay will be available for a limited time following the call.
Burlington Stores, Inc. to Release Fourth Quarter and Fiscal Year 2025 Results on March 5, 2026
Burlington Stores, Inc. will release its fourth quarter and fiscal year 2025 results on March 5, 2026, before the stock market opens, followed by a conference call at 8:30 a.m. Eastern Time. The company encourages stakeholders to monitor its investor relations website and social media channels for material information, including updates on brands and initiatives. Burlington Stores operates 1,211 stores offering high-quality, branded merchandise at discounted prices across the U.S.
Burlington to dress up vacant storefront in Augusta mall
Burlington, the discount retailer, plans to open a new store at the Turnpike Mall in Augusta, Maine, occupying the space formerly held by Bed Bath & Beyond. This will be the company's third location in Maine, joining stores in South Portland and Bangor. The move is part of a positive trend in Augusta's retail landscape, with the city's economic development director noting the transformation of distressed retail plazas.
Burlington Stores, Inc. Expands Space and Renews Lease to Occupy 206,392 Square Feet At 1400 Broadway
Burlington Stores, Inc. has expanded its office space and renewed its lease at 1400 Broadway, now occupying a total of 206,392 square feet. This marks Burlington's fourth expansion with Empire State Realty Trust, Inc. since 2010, demonstrating a sustained growth in its physical footprint. The expansion includes an additional 35,629 square feet of office space and a renewal for its existing 170,763 square feet.
Burlington Stores, Inc. Expands Space and Renews Lease to Occupy 206,392 Square Feet at 1400 Broadway; Nespresso Renews 41,835 Square Foot Lease at 111 W. 33rd Street – Company Announcement
Empire State Realty Trust (ESRT) announced two significant lease agreements in Q4 2025. Burlington Stores, Inc. expanded its presence at 1400 Broadway to a total of 206,392 square feet through an expansion and early renewal. Nespresso also renewed its 41,835 square foot lease at 111 W. 33rd Street, continuing its partnership with ESRT.
Burlington Stores, Inc. Expands Space and Renews Lease to Occupy 206,392 Square Feet at 1400 Broadway; Nespresso Renews 41,835 Square Foot Lease at 111 W. 33rd Street
Empire State Realty Trust (ESRT) announced that Burlington Stores, Inc. and Nespresso have renewed their leases and Burlington Stores expanded its footprint in Manhattan office buildings. Burlington Stores will now occupy a total of 206,392 square feet at 1400 Broadway, marking its fourth expansion with ESRT. Nespresso renewed its 41,835 square foot lease at 111 W. 33rd Street.
Burlington Stores, Inc. Expands Space and Renews Lease to Occupy 206,392 Square Feet at 1400 Broadway; Nespresso Renews 41,835 Square Foot Lease at 111 W. 33rd Street
Empire State Realty Trust, Inc. announced two significant lease agreements in Q4 2025. Burlington Stores, Inc. expanded its existing lease at 1400 Broadway to a total of 206,392 square feet and Nespresso renewed its 41,835 square foot lease at 111 W. 33rd Street. These renewals and expansion reflect tenants' valuation of ESRT's high-quality office spaces and services.
Burlington Stores, Inc. Expands Space and Renews Lease to Occupy 206,392 Square Feet at 1400 Broadway; Nespresso Renews 41,835 Square Foot Lease at 111 W. 33rd Street
Empire State Realty Trust (ESRT) announced two significant lease agreements in Q4 2025. Burlington Stores, Inc. expanded its presence and renewed its lease at 1400 Broadway, now occupying a total of 206,392 square feet. Additionally, Nespresso renewed its 41,835 square foot lease at 111 W. 33rd Street, continuing its tenancy in an ESRT property.
Burlington Stores, Inc. Expands Space and Renews Lease to Occupy 206,392 Square Feet at 1400 Broadway; Nespresso Renews 41,835 Square Foot Lease at 111 W. 33rd Street
Empire State Realty Trust (ESRT) announced that Burlington Stores, Inc. expanded its lease and renewed its space at 1400 Broadway, now occupying 206,392 square feet. Additionally, Nespresso renewed its 41,835 square foot lease at 111 W. 33rd Street. These transactions highlight ESRT's ability to retain and grow tenant relationships in its Manhattan office portfolio.
Hyde Park Plaza Snags Burlington As Former Jo-Ann Spot Gets New Life
Burlington is set to open its tenth Cincinnati-area store in Hyde Park Plaza, taking over the space previously occupied by Jo-Ann Fabrics. This new location, slated for spring 2026, marks Burlington's 35th store in Ohio and is part of a broader expansion strategy where the retailer is acquiring vacant spaces left by Jo-Ann's bankruptcy. Shoppers can expect Burlington's usual off-price apparel and home goods, along with opening-week promotions.
Why Investors Shouldn't Be Surprised By Burlington Stores, Inc.'s (NYSE:BURL) P/E
Burlington Stores (NYSE:BURL) has a high P/E ratio of 33.5x, significantly above the market average of 19x, but this is attributed to its superior earnings growth. The company reported impressive EPS growth of 21% last year and 257% over the last three years, with analysts forecasting a further 19% growth next year, surpassing the market's 16% expectation. This strong growth trajectory appears to justify the market's positive sentiment and elevated valuation for Burlington Stores.
Telsey Advisory Reduces PT on Burlington Stores (BURL) Stock, Maintains Outperform Rating
Telsey Advisory Group has reiterated its Outperform rating on Burlington Stores (BURL) stock but has reduced its price target. This decision comes as the firm continues to see potential in the retailer despite the adjustment to its target price.
Telsey Advisory Reduces PT on Burlington Stores (BURL) Stock, Maintains Outperform Rating
Telsey Advisory Group has reduced its price target for Burlington Stores (BURL) stock but has decided to maintain its "Outperform" rating on the company. This suggests that while the firm sees some potential headwinds or reduced upside, it still believes Burlington Stores will perform better than the broader market. Investors will be watching how this adjustment impacts market sentiment towards BURL.
Burlington to open new Cincinnati store this spring
Burlington Stores, Inc. announced it will open its tenth Cincinnati-area location in spring 2026 at the Hyde Park Plaza, formerly a Joann Fabrics space. This will be the 35th Burlington store in Ohio, reflecting the company's continued growth as a national off-price retailer. The store will offer discounted branded merchandise for families and homes, extending beyond its traditional focus on coats and outerwear.
Burlington to open Kent store on East Hill near Target
Burlington Stores, Inc. plans to open a new location this spring in Kent, Washington, at the former TOP Food and Drug store near Target. The store, located at Canyon Ridge Plaza, will offer discounted brand-name apparel and other items, with new merchandise arriving daily. This will be Burlington's 20th store in Washington and will feature its updated store design for easier shopping.
Burlington targets 2,000 stores as it expands into former Joann Fabrics space
Burlington is continuing its expansion with a new 20,282-square-foot location in Farmington, New Mexico, taking over a former Joann Fabrics space. The company has aggressive national growth goals, aiming to add nearly 800 stores nationwide to reach a total of 2,000. This move is part of Burlington's broader strategy for significant retail footprint expansion.
Burlington Stores stock hits 52-week high at 315.24 USD By Investing.com
Burlington Stores (BURL) has reached a new 52-week high of $315.24, reflecting a strong 19.84% return over the past year. Despite premium valuations and varied analyst ratings, including some price target adjustments, the company maintains a "GOOD" financial health score and a "Buy" consensus. InvestingPro analysis suggests the stock is trading above its Fair Value, but UBS views recent price declines as a buying opportunity.
Burlington Stores stock hits 52-week high at 315.24 USD
Burlington Stores (BURL) stock has reached a new 52-week high of $315.24, reflecting a strong 19.84% return over the past year and a market capitalization of $19.53 billion. Despite trading above its fair value and receiving varied price target adjustments from analysts like UBS, TD Cowen, Bernstein, and Jefferies, the company maintains a "GOOD" financial health score and a "Buy" consensus. The stock's performance highlights positive momentum, although some analysts note sales performance trailing peers.
Burlington adds sixth central Ohio location with new Grove City store
Burlington Stores is expanding its presence in central Ohio with a new location opening in Grove City this spring, marking its sixth store in the region and 34th in the state. This expansion is part of a national strategy to modernize stores with a new, reimagined format, contrasting with other discount retailers that are closing locations. The new store will be situated at 1739 Stringtown Road and is slated to open on April 3, featuring wider aisles and updated signage.
Burlington to debut modernized Farmington store this spring
Burlington Stores Inc. is opening its fifth New Mexico location in Farmington this spring at 3558 E. Main St. The new store will feature a modernized design with wider aisles and bold signage, part of a nationwide strategy to enhance the shopping experience. Burlington has expanded its offerings beyond coats to a full lifestyle retailer, providing brand-name merchandise at up to 60% off.
Burlington to debut modernized Farmington store this spring
Burlington Stores Inc. is opening its fifth New Mexico location in Farmington this spring. The new store at 3558 E. Main St. will feature a modernized design with wider aisles and bold signage to enhance the shopping experience. Burlington has expanded its offerings beyond coats to include a wide range of branded merchandise at discounted prices.
‘Off-price retailer’ to open store in weeks after scooping up 45 Joann spots
Burlington, an off-price retailer, is set to open a new store in Bakersfield, California, marking its 124th location in the state. This expansion is part of the company's plan to open at least 110 new stores in 2026, leveraging leases from 45 former Joann locations. Joann Fabrics and Crafts closed all of its stores by May 2025 after filing for bankruptcy twice, and other retailers like Goodwill and Michael's have also acquired Joann leases.
Burlington to open new store in Oildale, another store spotted near Valley Plaza Mall
Burlington Stores announced plans for a new store in Oildale set to open in the spring, located at 1211 Olive Drive, a former Big Lots site. Additionally, evidence suggests another Burlington location is opening near the Valley Plaza Mall, at the former JOANN's Fabrics and Crafts store on Ming Avenue, where "now hiring" signs and reconstruction are visible. These openings are part of a larger plan to establish 124 new Burlington stores in California by the end of 2026.
New Burlington Coat Factory to bring jobs, more retail in Hanford
Hanford, California is preparing for the grand opening of a new Burlington store this spring, which is expected to bring new jobs and revenue to the rapidly growing city. Residents overwhelmingly requested the store in a recent survey, indicating a demand for more retail options. This new development is part of a larger trend of growth in Hanford, including new homes, developments, and restaurants, making it one of the nation's fastest-growing cities.
Burlington Store set to open in Hanford in the spring
Burlington Stores, Inc. is planning to open its 124th California location in Hanford in the spring. The new store in Hanford Towne Center will feature a reimagined design, offering discounted branded merchandise including apparel, beauty products, and home decor, and is actively seeking new employees.
A Look At Burlington Stores (BURL) Valuation After Recent Steady Share Price Performance
Burlington Stores (BURL) has seen a steady increase in its share price over the past three months, yet its 1-year returns are moderate. Analysts place its fair value at $339.29, suggesting it is currently undervalued at its trading price of $295.86, attributing this to investments in automation and improved inventory management. However, its current P/E ratio of 32.8x is higher than the industry average, indicating less room for error.
Is Burlington Stores (BURL) Pricing In Too Much Optimism After Recent Share Price Resilience
A recent analysis by Simply Wall St suggests Burlington Stores (BURL) may be significantly overvalued based on a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio comparison. The DCF model indicates BURL is 134.7% overvalued, while its P/E ratio is higher than both the industry and peer averages, suggesting optimistic market expectations. The article encourages investors to use "Narratives" on Simply Wall St to develop personalized valuation models for a more nuanced understanding.
Is Burlington Stores (BURL) Pricing In Too Much Optimism After Recent Share Price Resilience
Burlington Stores (BURL) recently closed at US$292.51, experiencing mixed returns over various periods. Simply Wall St's analysis, including a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio comparison, suggests the stock is significantly overvalued. The DCF model estimates a fair value of $124.63 per share, indicating it's 134.7% overvalued, while its P/E of 32.45x is higher than industry and peer averages, further pointing to optimistic pricing.
Burlington Stores Stock Tries To Regain Its Bargain-Hunter Premium As Wall Street Stays Cautiously Bullish
Burlington Stores (BURL) stock has shown a modest recovery recently, attracting cautious optimism from Wall Street analysts despite remaining below its 52-week high. The off-price retailer benefits from consumers seeking bargains, but faces scrutiny regarding execution and market volatility. Analysts largely rate it a "Buy," anticipating solid growth from store expansion and efficient inventory management, though not without acknowledging macro risks and competitive pressures.
Y Intercept Hong Kong Ltd Increases Stake in Burlington Stores, Inc. $BURL
Y Intercept Hong Kong Ltd significantly increased its stake in Burlington Stores (NYSE: BURL) by 136.7% in Q3, now owning 16,591 shares valued at $4.22 million. This increase follows Burlington's strong Q3 earnings, where it surpassed EPS expectations and reported a 7.1% year-over-year revenue increase, leading to positive analyst sentiment and guidance. The company is trading with a market capitalization of $18.76 billion.
Burlington Stores, Inc. $BURL Position Boosted by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Burlington Stores (BURL) by 10% to 40,075 shares, valued at approximately $10.2 million. Wall Street analysts maintain a "Moderate Buy" consensus rating with an average price target of $335.94, following Burlington's recent outperformance in quarterly earnings and positive FY2025 EPS guidance. The stock is currently trading near $298 with a market capitalization of about $18.8 billion.
What Burlington Stores (BURL)'s Revenue Beat And Softer Outlook Mean For Shareholders
Burlington Stores (BURL) reported a 7.1% year-on-year revenue increase and an EBITDA beat, though it issued softer revenue guidance for the upcoming quarter. Despite a 1% rise in comparable store sales, the company lagged behind competitors in revenue growth. The market's positive reaction indicates that the guidance adjustment might not be a major concern, but investors are advised that Burlington's premium valuation demands consistent operational performance.
What Burlington Stores (BURL)'s Revenue Beat And Softer Outlook Mean For Shareholders
Burlington Stores (BURL) recently reported a 7.1% year-on-year revenue increase and an EBITDA beat, though it provided softer revenue guidance for the upcoming quarter. Despite a positive market reaction to the results, the company's premium valuation and meaningful debt require consistent comparable store sales gains and strong margin execution to justify its current stock performance. Investors are advised to consider various fair value estimates and potential risks.
Q3 Earnings Outperformers: Burlington (NYSE:BURL) And The Rest Of The Discount Retailer Stocks
This article reviews the Q3 earnings reports for several discount retailers, highlighting Burlington (NYSE:BURL), Five Below (NASDAQ:FIVE), Ollie's (NASDAQ:OLLI), Ross Stores (NASDAQ:ROST), and TJX (NYSE:TJX). While Burlington showed satisfactory results with modest revenue growth, Five Below emerged as the strongest performer with significant revenue growth and analyst beats. Ollie's reported mixed results, and both Ross Stores and TJX had strong quarters, outperforming expectations.
Massachusetts Financial Services Co. MA Purchases 59,587 Shares of Burlington Stores, Inc. $BURL
Massachusetts Financial Services Co. MA significantly increased its holdings in Burlington Stores, Inc. (NYSE:BURL) by 6.7% in Q3, purchasing 59,587 additional shares to reach a total of 945,554 shares valued at $240.6 million. Burlington Stores outperformed Q3 EPS expectations, reporting $1.68 per share against an estimated $1.59, with revenue climbing 7.1% year-over-year. The company has a "Moderate Buy" consensus rating from analysts, with an average target price of $335.94.
National off-price retailer adding 9th St. Louis-area store in revamped shopping center
Burlington Stores is opening its ninth St. Louis-area location in Bridgeton this spring, filling a vacant spot in the Hilltop Plaza shopping center. The new store will feature the brand's updated design with wider aisles. This expansion follows another recent opening in Wentzville, bringing the total number of Burlington stores in the region to nine.
National off-price retailer adding 9th St. Louis-area store in revamped shopping center
Burlington Stores is opening its ninth St. Louis-area location in Bridgeton. The new store will feature a reimagined design and will be located in a shopping center that was previously vacant. This expansion marks another step in the revitalization of the shopping center by a St. Louis developer.
Campbell & CO Investment Adviser LLC Takes Position in Burlington Stores, Inc. $BURL
Campbell & CO Investment Adviser LLC has opened a new position in Burlington Stores (BURL) during Q3, acquiring 4,059 shares valued at approximately $1.03 million. Other institutional investors have also adjusted their holdings in BURL. Burlington Stores reported strong Q3 earnings, beating EPS expectations, and analysts maintain a "Moderate Buy" rating with a consensus price target of $335.94 despite some trimmed targets.
A Look At Burlington Stores (BURL) Valuation After Wells Fargo Buy Rating Upgrade
Wells Fargo recently upgraded Burlington Stores (BURL) to a buy rating, prompting a re-evaluation of its valuation. Despite the upgrade and recent stock gains, Simply Wall St suggests the company is 10% undervalued with a fair value of $339, supported by operational improvements. However, market pricing appears rich with a P/E of 34x, higher than industry averages, hinting that future growth and margins are already priced in.
A Look At Burlington Stores (BURL) Valuation After Wells Fargo Buy Rating Upgrade
Wells Fargo recently upgraded Burlington Stores (BURL) to a buy rating, following a strong short-term share price performance. The article explores whether the stock still presents a buying opportunity, noting a fair value estimate of US$339, which suggests it is undervalued based on cash flow and margin outlook. However, it also points out that the current P/E ratio of 34x is significantly higher than the industry average, indicating the market is already paying a premium.
Burlington Stores, Inc. $BURL Shares Sold by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC reduced its stake in Burlington Stores (BURL) by 6.2% in Q3, selling 24,974 shares, though BURL remains its 17th largest position. Despite this sale, several other institutional investors increased their holdings, and Norges Bank opened a new significant position. Burlington exceeded Q3 EPS expectations but fell slightly short on revenue, and analysts maintain a "Moderate Buy" rating with a target price around $335.94.
Sumitomo Mitsui Trust Group Inc. Purchases 8,384 Shares of Burlington Stores, Inc. $BURL
Sumitomo Mitsui Trust Group Inc. increased its stake in Burlington Stores, Inc. by 5.9%, purchasing an additional 8,384 shares, bringing their total holdings to 149,767 shares valued at $38.1 million. This comes as Burlington Stores reported Q3 EPS of $1.68, beating estimates, and issued Q4 and full-year 2025 EPS guidance. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $335.94.
Burlington Eastpoint Mall location to relocate within Dundalk
Burlington Stores Inc. is relocating its Eastpoint Mall location in Dundalk, Maryland, to the nearby German Hill Center. The new store at 1400 Merritt Blvd. is set to open in spring 2026 and will feature Burlington's updated store design with wider aisles and enhanced sections for footwear, beauty, baby essentials, and pet care. This move is part of Burlington's strategy to modernize its stores, with over half of existing locations already converted and the rest planned by the end of 2026.
New Burlington store coming to South Carolina
A new Burlington store is set to open in Columbia, South Carolina, this spring at 136 Harbison Blvd. This will be the 14th Burlington location in the state, featuring the brand's updated store design with wider aisles and bold signage to enhance the shopping experience. Over half of existing Burlington stores have already been converted to this new format, with the remaining stores expected to transition by the end of 2026.
Burlington to open new Melville store in March, off-price retailer says
Burlington, the off-price retailer, announced it will open its 18th Long Island store in Melville in early March, at 834 Walt Whitman Rd. This new 32,314-square-foot location will replace a former Macy’s Backstage outlet in the Melville Mall and will feature a redesigned interior for improved customer experience. The expansion comes as value apparel sectors see increased demand due to consumers seeking lower prices amid rising costs, according to retail analysis firm GlobalData.
