Burlington Stores Inc is an off-price retailer offering an extensive selection of in-season, fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, baby, beauty, footwear, accessories, home, toys, gifts, and coats. The company sells a broad selection of desirable, first-quality, current-brand, labeled merchandise acquired directly from nationally recognized manufacturers and other suppliers. It sells products in categories such as Ladies apparel, Accessories and shoes, Home, Mens apparel, Kids apparel and baby, and Outerwear.
The chart shows the growth of an initial investment of $10,000 in BURLINGTON STORES, INC., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
BURLINGTON STORES, INC. (BURL) has returned 14.44% so far this year and 46.66% over the past 12 months. Looking at the last ten years, BURL has achieved an annualized return of 19.22%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of BURLINGTON STORES, INC. (BURL) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.00% | 3.71% | 7.47% | 0.37% | ||||||||
| 2025 | -1.20% | -10.06% | -4.57% | -5.55% | 0.71% | 2.48% | 17.57% | 8.57% | -11.59% | 7.76% | -7.30% | 15.84% |
| 2024 | -0.62% | 6.95% | 13.06% | -22.29% | 34.10% | -0.83% | 8.08% | 2.70% | -0.97% | -5.41% | 13.03% | -0.40% |
| 2023 | 11.04% | -6.89% | -5.12% | -4.63% | -21.93% | 5.14% | 12.70% | -8.30% | -17.11% | -10.27% | 40.09% | 14.21% |
| 2022 | -18.13% | -4.85% | -19.09% | 10.67% | -16.95% | -20.17% | 4.54% | -0.26% | -19.84% | 26.36% | 34.52% | 4.64% |
| 2021 | -5.09% | 2.87% | 13.03% | 8.87% | -1.34% | -1.01% | 3.71% | -11.08% | -5.62% | -2.81% | 6.02% | -1.49% |
| 2020 | -4.94% | -1.05% | -27.03% | 18.35% | 17.25% | -4.86% | -4.53% | 4.76% | 5.21% | -7.50% | 11.44% | 18.32% |
| 2019 | 7.16% | -1.14% | -7.84% | 6.70% | -7.31% | 9.21% | 4.53% | 11.34% | -1.17% | -4.02% | 16.00% | 0.86% |
| 2018 | -1.30% | 1.68% | 9.24% | 2.00% | 8.25% | 2.23% | 2.46% | 10.26% | -3.02% | 5.07% | -3.41% | -3.66% |
| 2017 | -1.73% | 6.71% | 8.64% | 0.76% | -1.20% | -5.98% | -6.03% | -0.73% | 9.07% | -1.73% | 12.13% | 16.13% |
| 2016 | 1.51% | 5.27% | 10.58% | 14.13% | 6.00% | 0.09% | -7.00% | 18.41% | -3.28% |
The charts below present risk-adjusted performance metrics for BURLINGTON STORES, INC. (BURL) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of BURL compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current BURLINGTON STORES, INC. volatility is 2.77%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 9.92B | 8.77B | 7.71B | 7.27B | 7.09B | 6.78B | 5.59B | 3.08B | 2.81B | 2.57B | 2.58B | 2.62B | 2.62B |
| Equity Attributable To Parent (USD) | 1.81B | 1.37B | 996.93M | 794.91M | 760.42M | 464.75M | 528.15M | 322.71M | 86.77M | -49.81M | -99.02M | -65.95M | -150.47M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 1.81B | 1.37B | 996.93M | 794.91M | 760.42M | 464.75M | 528.15M | 322.71M | 86.77M | -49.81M | -99.02M | -65.95M | -150.47M |
| Other Non-current Liabilities (USD) | 3.83B | 3.43B | 3.29B | 3.07B | 2.85B | 2.57B | 2.64B | - | - | - | - | - | - |
| Long-term Debt (USD) | 2.03B | 1.70B | 1.39B | 1.49B | 1.53B | 2.07B | 961.42M | - | - | - | - | - | - |
| Noncurrent Liabilities (USD) | 5.86B | 5.13B | 4.68B | 4.56B | 4.38B | 4.63B | 3.60B | 1.51B | 1.61B | 1.63B | 1.79B | 1.76B | 1.87B |
| Other Current Liabilities (USD) | 1.23B | 1.23B | 1.07B | 956.16M | 866.85M | 821.36M | 702.79M | 399.18M | 383.38M | 356.51M | 288.39M | 311.44M | 360.83M |
| Accounts Payable (USD) | 1.02B | 1.04B | 956.35M | 955.79M | 1.08B | 862.64M | 759.11M | 848.56M | 736.25M | 640.33M | 598.20M | 621.68M | 542.99M |
| Current Liabilities (USD) | 2.25B | 2.27B | 2.03B | 1.91B | 1.95B | 1.68B | 1.46B | 1.25B | 1.12B | 996.83M | 886.59M | 933.12M | 903.82M |
| Liabilities (USD) | 8.11B | 7.40B | 6.71B | 6.47B | 6.33B | 6.32B | 5.07B | 2.76B | 2.73B | 2.62B | 2.68B | 2.69B | 2.77B |
| Other Non-current Assets (USD) | 3.98B | 3.77B | 3.50B | 3.32B | 2.99B | 2.83B | 2.77B | 553.57M | 577.62M | 596.71M | 628.60M | 666.67M | 701.92M |
| Fixed Assets (USD) | 3.16B | 2.37B | 1.88B | 1.67B | 1.55B | 1.44B | 1.40B | 1.25B | 1.13B | 1.05B | 1.02B | 970.42M | 902.66M |
| Noncurrent Assets (USD) | 7.15B | 6.14B | 5.38B | 4.99B | 4.54B | 4.27B | 4.18B | 1.81B | 1.71B | 1.65B | 1.65B | 1.64B | 1.60B |
| Other Current Assets (USD) | 1.46B | 1.38B | 1.24B | 1.10B | 1.53B | 1.77B | 640.12M | 317.72M | 347.87M | 226.43M | 149.45M | 198.78M | 296.47M |
| Inventory (USD) | 1.31B | 1.25B | 1.09B | 1.18B | 1.02B | 740.79M | 777.25M | 954.18M | 752.56M | 701.89M | 783.53M | 788.71M | 720.05M |
| Current Assets (USD) | 2.77B | 2.63B | 2.33B | 2.28B | 2.55B | 2.51B | 1.42B | 1.27B | 1.10B | 928.32M | 932.98M | 987.48M | 1.02B |
| Assets (USD) | 9.92B | 8.77B | 7.71B | 7.27B | 7.09B | 6.78B | 5.59B | 3.08B | 2.81B | 2.57B | 2.58B | 2.62B | 2.62B |
TJX Companies delivered strong Q3 results with 5% comparable-store sales growth and expanding margins across all concepts. The off-price retail model thrives on industry turbulence and excess inventory. While the company has significant growth potential with plans to expand from 5,191 to 7,000 stores, the stock trades at a premium valuation (forward P/E of 31) that leaves little room for error. The author suggests patient investors may find better entry points if the stock pulls back.
The article highlights three stocks - Burlington Stores, Snowflake, and Cameco - that demonstrate potential growth by combining value and growth investing principles, each positioned uniquely in their respective sectors amid technological and market transformations.
U.S. stocks advanced broadly with the S&P 500 and Nasdaq reaching record highs, driven by stronger-than-expected GDP growth of 3.3%. Technology and communication sectors led gains, while corporate earnings showed mixed results.
Burlington Stores reported strong Q2 2025 financial results, with revenue of $2.70 billion, a 9.8% year-over-year increase, and adjusted EPS of $1.59, beating management's initial guidance. The company raised its full-year outlook and continues its store expansion strategy.
Several large-cap stocks, including PDD Holdings, Regeneron Pharmaceuticals, and Burlington Stores, were among the top losers last week, with declines ranging from 11.9% to 29.3%. The reasons for the losses varied, from mixed clinical trial results to earnings misses and tariff concerns.
Several large-cap companies, including Super Micro Computer, Hims & Hers Health, and Aurora Innovation, experienced significant losses last week. The article discusses the reasons behind the stock declines, such as regulatory concerns, earnings reports, and industry developments.
Burlington Stores reported strong Q4 results, with sales and earnings exceeding analyst expectations. However, CEO Michael O'Sullivan expressed caution about the 2025 economic outlook, indicating the company will manage its business cautiously and flexibly.
Burlington Stores is a buy with strong earnings and sales growth expected, while Kohl's is a sell due to weak earnings, soft guidance, and operational challenges.
Burlington Stores reported strong sales growth in Q2 2024, driven by store expansion, robust comparable sales, and operational efficiencies. The company updated its fiscal 2024 guidance, signaling a stronger outlook with improved margins and earnings.
Ollie's Bargain Outlet Holdings (OLLI) is acquiring seven former Big Lots store leases, expanding its retail footprint. The acquisition aligns with OLLI's focus on value-oriented customers and growth potential in the Midwest region. OLLI's strong performance and growth initiatives position the company for sustained growth.
