Boot Barn Holdings, Inc. engages in the operation of retail stores of western and work-related footwear, apparel, and accessories. The firm's products ...
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Est. EPS $1.64 · Revenue $582.39M · 8 analysts
Est. EPS $3.45 · Revenue $821.14M · 8 analysts
Est. EPS $1.78 · Revenue $615.59M · 5 analysts
Est. EPS $9.18 · Revenue $2.61B · 11 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.3B | +17.9% | +10.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $225.9M | +24.8% | +57.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +38.1% | +1.5% | +11.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +13.3% | +6.0% | +43.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +10.0% | +5.9% | +43.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $126.3M | +16878.5% | +170.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +5.6% | +14326.9% | +163.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 58.7% | +17.8% | +1.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.64x | +8.0% | -4.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.7B | +32.1% | -3.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 7.35 vs 7.33 | +0.3% | 2.29 vs 1.69 | +35.2% |
| Revenue Surprise | $2.3B vs $2.2B | +0.3% | $593.5M vs $583.2M | +1.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| May 26, 2026 | Kosoff Jonathon David | officer: CHIEF DIGITAL OFFICER | Common Stock | D | 230 | $160.31 |
| May 20, 2026 | Love Michael A | officer: CHIEF RETAIL OFFICER | Common Stock | A | 13,544 | — |
| May 20, 2026 | Love Michael A | officer: CHIEF RETAIL OFFICER | Common Stock | D | 5,330 | $142.27 |
| May 20, 2026 | Grijalva Laurie Marie | officer: CHIEF MERCHANDISING OFFICER | Common Stock | A | 13,544 | — |
| May 20, 2026 | Grijalva Laurie Marie | officer: CHIEF MERCHANDISING OFFICER | Common Stock | D | 6,892 | $142.27 |
Operator: Good day, everyone, and welcome to the Boot Barn Holdings, Inc. First Quarter 2027 Earnings Conference Call. As a reminder, this call is being recorded. Now I would like to turn the conference over to your host, Mr. Mark Dedovesh, Senior Vice President of Investor Relations and Finance. Please go ahead, sir. Mark Dedovesh: Thank you. Good afternoon, everyone. Thank you for joining us today to discuss Boot Barn's First Quarter Fiscal 2027 Earnings Results. With me on today's call are John Hazen, Chief Executive Officer; and Jim Watkins, Chief Financial Officer. A copy of today's press release along with a supplemental financial presentation is available on the Investor Relations section of Boot Barn's website at bootbarn.com. Shortly after we end this call, a recording of the call will be available as a replay for 30 days on the Investor Relations section of the company's website. I would like to remind you that certain statements we will make during this call are forward-looking statements. These forward-looking statements reflect Boot Barn's judgment and analysis only as of today, and actual results may differ materially from current expectations based on a number of factors affecting Boot Barn's business. Accordingly, you should not place undue reliance on these forward-looking statements. For a more thorough discussion of the risks and uncertainties associated with the forward-looking statements to be made during this conference call and webcast, we refer you to the disclaimer regarding forward-looking statements that is included in our first quarter fiscal 2027 earnings release as well as our filings with the SEC referenced in that disclaimer. We do not undertake any obligation to update or alter any forward-looking statements, whether as a result of new information, future events or otherwise. I will now turn the call over to John Hazen, Boot Barn's Chief Executive Officer. John? John Hazen: Thank you, Mark, and good afternoon. Thank you, everyone, for joining us. On this call, I will review our first quarter fiscal '27 results, provide an update on current business and discuss the progress we have made across each of our 4 strategic initiatives. Following my remarks, Jim Watkins will review our financial performance in more detail, and then we will open up the call for questions. I am encouraged by our start to fiscal '27. First quarter results exceeded our expectations and reflected broad-based strength across the business. Revenue increased 18%, driven by the opening of 27 new stores during the quarter and consolidated same-store sales growth of 4.7%. Merchandise margin exceeded our guidance, driven by stronger-than-expected product margin and the recognition of tariff refunds during the quarter. Disciplined expense management also contributed to first quarter results with our SG&A rate coming in better than guidance even as we invested in marketing initiatives, including our sponsorship at the Stagecoach Music Festival …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John Hazen | Chief Executive Officer & Director | USD 2,561,762 | Male | 1976 | Active |
James Watkins | Chief Financial Officer & Secretary | USD 1,551,944 | Male | 1974 | Active |
Laurie Grijalva | Chief Merchandising Officer | USD 1,217,535 | Female | 1958 | Active |
Michael A. Love | Chief Retail Officer | USD 1,140,688 | Male | 1961 | Active |
Jonathon David Kosoff | Chief Digital Officer | USD 922,173 | Male | 1977 | Active |
Mark Dedovesh | Senior Vice President of Investor Relations & Finance | — | — | — | Active |
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Boot Barn Holdings, Inc. reported a double beat in fiscal Q1. Underneath, same-store sales momentum is slowing down. BOOT reported a concerning flat performance in July in the metric. BOOT's reported margins increased, but excluding tariff refunds, the company's margin performance declined year-on-year.
Boot Barn Holdings, Inc. (BOOT) Q1 2027 Earnings Call Transcript
