Inferra AI / Company / BOOT

Boot Barn Holdings, Inc.

BOOT · Consumer Discretionary

Last earnings Jul 29, 2026

Key results

Net incomequarter

$53.4 million

Net income was $53.4 million, or $1.74 per diluted share, compared to $38.9 million, or $1.26 per diluted share, in the prior-year period.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Revenuequarter

19%

John Hazen, Chief Executive Officer, commented, We are pleased with our strong start to fiscal 2026, highlighted by high-single digit consolidated same-store sales growth and successful new store openings, which drove 19% overall revenue growth.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Selling, general, and administrativequarter

$126.5 million

Selling, general and administrative expenses were $126.5 million, or 25.1%

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

AI analysis

Q1 FY2026 · reported Jul 31, 2025

Based on: Earnings release + Q1 FY2026 deck + parent 8-K + 10-Q — transcript not held

Diluted EPS · Q1 FY2026

$1.74

EX-99 · Jul 31, 2025

Net income · Q1 FY2026

$53.4M

EX-99 · Jul 31, 2025

Selling, general, and administrative · Q1 FY2026

$126.5M

EX-99 · Jul 31, 2025

Headline figures

Metric	Q1 FY2026	Prior qtr	Year ago
Net income	$53.4 million	—	—
Revenue	19%	—	—
Selling, general, and administrative	$126.5 million	—	—

EX-99 · Jul 31, 2025

Guidance · company-stated

Direction: Raised

Company outlook — Raised

“As a result of our better than expected first quarter performance and the continued strength we have seen as we moved into our second quarter, we are raising our full-year outlook while maintaining our prior guidance for the second half of the year.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$115.0M

The Company repurchased 77,959 shares of its common stock for an aggregate purchase price of $12.5 million in the current-year period under its $200 million authorized repurchase program.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Announces First Quarter Fiscal Year 2026 Financial Results IRVINE, California July 31, 2025 Boot Barn

Based on: Earnings release + Q1 FY2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Company outlook — Raised (“raising”)
“As a result of our better than expected first quarter performance and the continued strength we have seen as we moved into our second quarter, we are raising our full-year outlook while maintaining our prior guidance for the second half of the year.”

Classified from the release's primary full-year outlook statement.

Capital allocation

The Company repurchased 77,959 shares of its common stock for an aggregate purchase price of $12.5 million in the current-year period under its $200 million authorized repurchase program.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Zero drawn under the $250 million revolving credit facility.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Capital expenditures between $115.0 million and $120.0 million, which is net of estimated landlord tenant allowances of $35.5 million.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Operating and finance lease liabilities are recognized at the lease commencement date based on the present value of the fixed lease payments using the Company s incremental borrowing rates for its population of leases.

SEC original ↗Boot Barn Holdings, Inc. — 10-Q Quarterly report10-QJul 29, 2026

The Company s financial instruments consist principally of cash and cash equivalents, accounts receivable, accounts payable, and debt.

SEC original ↗Boot Barn Holdings, Inc. — 10-Q Quarterly report10-QJul 29, 2026

These include quoted prices for similar assets or liabilities in active markets; quoted prices for identical or similar assets or liabilities in markets that are not active; and inputs to valuation models or other pricing methodologies that do not require significant judgment because the inputs used in the model, such as interest rates, incremental borrowing rates, and volatility, can be corroborated by readily observable market data.

SEC original ↗Boot Barn Holdings, Inc. — 10-Q Quarterly report10-QJul 29, 2026

Strategy & priorities

At the same time, we improved gross profit 210 basis points, led by robust merchandise margin expansion which, along with solid expense control, fueled a 38% increase in earnings per diluted share.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

With our four strategic initiatives delivering consistent results and the opportunity we have to double our store count, we remain confident in our ability to continue generating value for our shareholders over the long term.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Forward-looking statements refer to the Company s current expectations and projections relating to, by way of example and without limitation, the Company s financial condition, liquidity, profitability, results of operations, margins, plans, objectives, strategies, future performance, business, and industry.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

China tariff deal; the Company s ability to effectively execute on its growth strategy; and the Company s failure to maintain and enhance its strong brand image, to compete effectively, to maintain good relationships with its key suppliers, and to improve and expand its exclusive product offerings.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

’s (the “Company,” “Boot Barn,” “BOOT,” “we,” “us,” and “our,”) current expectations and projections relating to, by way of example and without limitation, the Company’s financial condition, liquidity, profitability, results of operations, margins, plans, objectives, strategies, future performance, business, and industry.

SEC original ↗Boot Barn Holdings, Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025

Risks & headwinds

Forward Looking Statements This press release contains forward-looking statements that are subject to risks and uncertainties.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

They involve risks, uncertainties (some of which are beyond the Company s control) and assumptions.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

These risks, uncertainties, and assumptions include, but are not limited to, the following: decreases in consumer spending due to declines in consumer confidence, local economic conditions, or changes in consumer preferences; the impact that import tariffs and other trade restrictions imposed by the U.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

or other countries trade policies and tariff and import/export regulations, including, without limitation, uncertainty with respect to the U.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

New risks and uncertainties arise from time to time, and it is impossible for the Company to predict those events or how they may affect the Company.

SEC original ↗Boot Barn Holdings, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Documents

Earnings deck slides

0 decks with slide view

Boot Barn Holdings, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors