Latest news with #BurlingtonStores
Business Insider
2 days ago
- Business
- Business Insider
Goldman Sachs Keeps Their Buy Rating on Burlington Stores (BURL)
Goldman Sachs analyst Brooke Roach maintained a Buy rating on Burlington Stores yesterday and set a price target of $316.00. The company's shares closed yesterday at $273.91. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Roach covers the Consumer Cyclical sector, focusing on stocks such as Kontoor Brands, Kohl's, and Nike. According to TipRanks, Roach has an average return of 6.0% and a 51.63% success rate on recommended stocks. In addition to Goldman Sachs, Burlington Stores also received a Buy from UBS's Jay Sole in a report issued on July 14. However, on July 3, TR | OpenAI – 4o reiterated a Hold rating on Burlington Stores (NYSE: BURL). Based on Burlington Stores' latest earnings release for the quarter ending May 3, the company reported a quarterly revenue of $2.5 billion and a net profit of $100.83 million. In comparison, last year the company earned a revenue of $2.36 billion and had a net profit of $78.51 million Based on the recent corporate insider activity of 65 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of BURL in relation to earlier this year. Last month, Stephen Ferroni, the SVP & CAO of BURL sold 450.00 shares for a total of $108,625.50.
Yahoo
6 days ago
- Business
- Yahoo
Why Burlington (BURL) Stock Is Up Today
What Happened? Shares of off-price retail company Burlington Stores (NYSE:BURL) jumped 3.4% in the afternoon session after stronger-than-expected U.S. retail sales data pointed to resilient consumer spending, lifting investor sentiment for consumer-focused stocks. The Commerce Department reported that retail sales rose 0.6% in June, significantly beating market expectations. This report helped ease investor concerns about the health of the U.S. consumer, a key driver of the economy. For an off-price retailer like Burlington, the details were particularly encouraging. Sales at clothing and accessories stores saw a notable 0.9% increase, suggesting consumers are still actively shopping for apparel. This broad strength creates a positive backdrop for retailers. The upbeat data, combined with other reports showing a steady job market, lifted sentiment for consumer discretionary stocks by signaling a lower risk of recession. Also, the second quarter (2025) earnings season got off to a strong start. Quarterly earnings reports released during the week exceeded Wall Street's expectations, fueling investor confidence. Around 50 S&P 500 components reported, with 88% of those exceeding analysts' expectations, FactSet data revealed. The shares closed the day at $262.53, up 3.1% from previous close. Is now the time to buy Burlington? Access our full analysis report here, it's free. What Is The Market Telling Us Burlington's shares are somewhat volatile and have had 12 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 4 months ago when the stock gained 13.7% on the news that the company reported impressive fourth quarter 2024 results which beat analysts' profit and EPS expectations. The key highlight for the quarter was the strong 6% growth in comparable store sales, significantly exceeding the company's guidance of 0% to 2%. Looking ahead to fiscal 2025, Burlington anticipates overall sales growth of 6% to 8%, with comparable sales expected to increase by up to 2%. Despite this optimistic outlook, management remains cautious due to ongoing economic uncertainty. Overall, this was a decent quarter, but expectations were likely low given concerns about overall consumer health and very uneven quarterly results from retail peers. Burlington is down 8.3% since the beginning of the year, and at $262 per share, it is trading 11.3% below its 52-week high of $295.49 from December 2024. Investors who bought $1,000 worth of Burlington's shares 5 years ago would now be looking at an investment worth $1,360. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
Yahoo
16-07-2025
- Business
- Yahoo
2 Mid-Cap Stocks with Promising Prospects and 1 to Be Wary Of
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie. These dynamics can rattle even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. Keeping that in mind, here are two mid-cap stocks with massive growth potential and one that may have trouble. Market Cap: $15.56 billion Founded in 1972 as a discount coat and outerwear retailer, Burlington Stores (NYSE:BURL) is now an off-price retailer that has broadened into general apparel, footwear, and home goods. Why Does BURL Worry Us? Annual sales growth of 8% over the last six years lagged behind its consumer retail peers as its large revenue base made it difficult to generate incremental demand Free cash flow margin dropped by 7.5 percentage points over the last year, implying the company became more capital intensive as competition picked up ROIC of 8.5% reflects management's challenges in identifying attractive investment opportunities Burlington's stock price of $249.85 implies a valuation ratio of 26.1x forward P/E. If you're considering BURL for your portfolio, see our FREE research report to learn more. Market Cap: $26.42 billion While the company is not a domain registrar and does not directly sell domain names to end users, Verisign (NASDAQ:VRSN) operates and maintains the infrastructure to support domain names such as .com and .net. Why Should VRSN Be on Your Watchlist? Average billings growth of 15.6% over the last year enhances its liquidity and shows there is steady demand for its products Software is difficult to replicate at scale and leads to a best-in-class gross margin of 87.8% Robust free cash flow margin of 57.5% gives it many options for capital deployment VeriSign is trading at $282.79 per share, or 16.3x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. Market Cap: $15.64 billion Serving nearly 1 in 15 Americans through its government healthcare programs, Centene (NYSE:CNC) is a healthcare company that manages government-sponsored health insurance programs like Medicaid and Medicare for low-income and complex-needs populations. Why Do We Like CNC? Annual revenue growth of 15.5% over the last five years beat the sector average and underscores the unique value of its offerings Dominant market position is represented by its $169.3 billion in revenue, which gives it negotiating power over membership pricing and reimbursement rates Earnings growth has massively outpaced its peers over the last five years as its EPS has compounded at 14.8% annually At $31.40 per share, Centene trades at 4.1x forward P/E. Is now the right time to buy? See for yourself in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
04-07-2025
- Business
- Globe and Mail
Can Burlington's Margin Strategy Withstand Tariff Pressures?
Burlington Stores, Inc. BURL delivered stronger-than-expected margin performance in the first quarter of 2025 despite flat comparable sales. The company reported an adjusted EBIT margin of 6.1%, up 30 basis points from last year and well above guidance of a decline of 50-90 basis points. This outperformance was driven by the favorable timing of merchandise receipts expected to reverse in the second quarter and aggressive expense savings initiatives implemented early to mitigate expected tariff-related pressures. The gross margin also improved by 30 basis points year over year to 43.8%. This was supported by a 20-basis-point increase in the merchandise margin and a 10-basis-point reduction in freight expenses. Modest initial markup pressure was more than offset by faster inventory turnover. Product sourcing costs rose 10 basis points as a percentage of sales to $197 million from $183 million, reflecting higher asset protection investments despite supply-chain productivity gains. Adjusted SG&A expenses declined by 30 basis points from last year due to the favorable timing of SOAR program expenses, which will shift into the second quarter, and company-wide cost-saving actions. Reserve inventory rose 31% in dollar terms to 48% of total inventory from 40% last year. This highly branded, tariff-free merchandise already in the United States is expected to support margins in the future quarters. For 2025, Burlington maintained its outlook, projecting 6-8% sales growth and an adjusted EBIT margin flat to up 30 basis points. The outlook assumes tariffs, inflation and freight costs remain stable. Management emphasized its ability to navigate uncertainty through flexibility, disciplined operations and its value-focused off-price model, supporting long-term growth despite external challenges. How BURL's Margin Strategy Compares With TGT, ROST & DLTR Target Corporation 's TGT first-quarter 2025 margin strategy increased the operating margin to 6.2% from 5.3%, or 3.7% excluding one-time gains. The gross margin at Target slipped to 28.2% from 28.8% due to higher markdowns and supply-chain costs. SG&A at Target improved 70 basis points to 19.3%, reflecting credit card interchange fee settlements and disciplined cost management. Ross Stores ROST maintained an operating margin of 12.2% in the first quarter of 2025, matching last year, despite flat comparable sales. Gross profit benefited from Ross Stores' disciplined inventory and cost control. SG&A at Ross Stores rose slightly to $797.1 million from $776.3 million, reflecting controlled spending as Ross Stores navigated tariff pressures and economic uncertainty. Dollar Tree 's DLTR gross margin rose 20 bps to 35.6% in first-quarter 2025 on lower freight and occupancy costs despite higher shrink and markdowns. SG&A at Dollar Tree climbed 100 basis points to 27.3% of sales, driven by higher wages and store investments. Dollar Tree's operating margin contracted to 8.3%, reflecting elevated costs despite strong sales leverage and improved gross profit. Burlington's Price Performance, Valuation & Estimates The BURL stock has gained 9% in the past three months compared with the industry 's 8.8% growth. Burlington's forward 12-month price-to-sales ratio of 1.31X indicates a lower valuation compared with the industry's average of 1.80X. BURL carries a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Burlington's current fiscal-year sales and earnings per share implies year-over-year growth of 7.5% and 11.8%, respectively. Image Source: Zacks Investment Research Burlington currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Target Corporation (TGT): Free Stock Analysis Report Dollar Tree, Inc. (DLTR): Free Stock Analysis Report Ross Stores, Inc. (ROST): Free Stock Analysis Report Burlington Stores, Inc. (BURL): Free Stock Analysis Report
Yahoo
03-07-2025
- Business
- Yahoo
UBS Maintains Price Target as Burlington Stores Gains From Tariff Impact
Burlington Stores Inc. (NYSE:BURL) ranks among the 30 stocks expected to beat the market by 20 percentage points this year. UBS analysts maintained their $390 price target for Burlington Stores Inc. (NYSE:BURL) and reaffirmed their Buy rating on the company's shares on June 2. Master-L/ As per UBS, Burlington's 'Burlington 2.0' approach is working well. Burlington Stores Inc. (NYSE:BURL) is anticipated to stand out from other Softline stocks this year that lack comparable initiatives by continuing to offer substantial margin improvements. UBS analysts also emphasized how tariffs could help Burlington Stores Inc. (NYSE:BURL) . As tariffs affect department stores, they expect a shift in market share towards off-price retailers, such as Burlington. Additionally, they add that Burlington Stores should eventually profit from the inventory issues that the tariffs would cause in the retail industry. Burlington Stores, Inc. (NYSE:BURL) is a discount retailer of branded clothing. Additionally, it offers comparatively cheaper household goods, footwear, and accessories. The company runs over 1007 locations, mostly under the Burlington Stores brand. While we acknowledge the potential of BURL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Read More: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
