Off-price retail company Burlington Stores (NYSE: BURL) will be reporting results this Thursday before market open. Here’s what to look for.
Burlington beat analysts’ revenue expectations last quarter, reporting revenues of $3.65 billion, up 11.3% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EBITDA estimates but EPS guidance for next quarter missing analysts’ expectations significantly.
Is Burlington a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Burlington’s revenue to grow 11.1% year on year, improving from the 6% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Burlington has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Burlington’s peers in the general merchandise retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Ross Stores delivered year-on-year revenue growth of 20.6%, beating analysts’ expectations by 6.6%, and TJX reported revenues up 9.2%, topping estimates by 2.4%. Ross Stores traded up 8.1% following the results while TJX was also up 4.5%.
Read our full analysis of Ross Stores’s results here and TJX’s results here.
AI disruption fears rattled software and crypto through late 2025, but in spring 2026 the focus shifted to geopolitical risk, oil supply, and global stability. While some of the general merchandise retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. Burlington’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $370.47 (compared to the current share price of $323.80).
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