The earnings call indicates strong performance in revenue and same-store sales growth, successful new store expansion, and a raised fiscal outlook, showcasing solid market share gains. However, there are challenges related to the CEO transition, cost pressures, and potential external risks from the upcoming election and tariffs.

Company Guidance

During the Boot Barn Holdings, Inc. Second Quarter 2025 Earnings Call, the company reported a 14% increase in revenue, driven by a consolidated same-store sales growth of 4.9%, with store sales increasing by 4.3% and e-commerce sales rising by 10.1%. They achieved an earnings per diluted share of $0.95, surpassing the high end of their guidance range of $0.87 and up from $0.90 in the prior year. The company opened 15 new stores, reaching a total of 425 stores, and plans to open 60 new stores this year, maintaining a 15% annual store growth rate. They also reported a merchandise margin increase of 70 basis points due to supply chain efficiencies. Looking ahead, Boot Barn raised its full-year guidance with expected total sales at the high end of $1.91 billion, a 14% growth over fiscal 2024, and same-store sales growth of 5%, driven by a 4.5% increase in retail store sales and a 9.5% rise in e-commerce sales.

Revenue and Same-Store Sales Growth

Revenue increased by 14% with consolidated same-store sales growth of 4.9%. E-commerce sales grew by 10.1% and retail store sales increased by 4.3%.

Earnings Per Share Exceed Expectations

Earnings per diluted share were $0.95, surpassing the high end of the guidance range of $0.87 and compared to $0.90 in the prior year.

New Store Expansion

Opened 15 new stores in the second quarter, with plans to open 60 new units this year, indicating a 15% annual new store growth.

Positive Market Share Gains

The company's revenue growth and new store expansion significantly outperformed the industry, resulting in substantial market share gains.

Raised Fiscal 2025 Outlook

Total sales for fiscal 2025 are expected to reach $1.91 billion, a 14% increase over fiscal 2024, up from previous guidance of $1.85 billion.

Strong Inventory Management

Inventory increased 22% over the prior year period, with markdowns as a percentage of inventory down year-over-year.

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Boot Barn (BOOT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BOOT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 22, 2025	2025 (Q3)	2.05 / -	1.81	―	―	―
Oct 28, 2024	2025 (Q2)	0.96 / 0.95	0.91	4.40% (+0.04)
Aug 07, 2024	2025 (Q1)	1.08 / 1.26	1.13	11.50% (+0.13)
May 14, 2024	2024 (Q4)	0.89 / 0.96	1.51	-36.56% (-0.55)
Jan 31, 2024	2024 (Q3)	1.78 / 1.81	1.7	6.47% (+0.11)
Nov 02, 2023	2024 (Q2)	0.88 / 0.91	1.06	-14.15% (-0.15)
Aug 02, 2023	2024 (Q1)	0.84 / 1.13	1.26	-10.32% (-0.13)
May 17, 2023	2023 (Q4)	1.44 / 1.51	1.47	2.72% (+0.04)
Jan 25, 2023	2023 (Q3)	1.76 / 1.70	2.23	-23.77% (-0.53)
Oct 26, 2022	2023 (Q2)	0.93 / 1.06	1.22	-13.11% (-0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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BOOT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 28, 2024	$161.22	$129.38	-19.75%
Aug 07, 2024	$115.70	$131.71	+13.84%
May 14, 2024	$107.03	$109.98	+2.76%
Jan 31, 2024	$71.74	$79.14	+10.32%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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