NYSE$BOOT

Boot Barn Holdings Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Boot Barn reported fiscal Q4 2026 net sales of $538.8M and diluted EPS of $1.45; FY26 EPS was $7.35.

For the quarter ended March 28, 2026, Boot Barn posted net sales of $538.8 million (+18.7% YoY) and net income of $44.4 million ($1.45 diluted EPS). Same-store sales rose 6.1% (retail +5.2%, e-commerce +14.1%). Fiscal 2026 net sales were $2.254 billion (+17.9%) with net income $225.9 million ($7.35 diluted EPS). The company opened 25 stores in Q4 and 80 in the year, ending with 539 locations, and repurchased $50M of stock in FY26.

  • Q4 net sales $538.8M; consolidated same-store sales +6.1%.
  • Q4 gross margin 36.3% (-80 bps) on occupancy deleverage and prior-year shrink/freight compares.
  • FY26 net sales $2.254B; EPS $7.35; merchandise margin expanded 80 bps for the year.
  • 539 stores at year-end; $141M cash and zero drawn on $250M revolver.
  • CEO highlighted record year and broad-based category and regional strength.

Headline financials

Total Revenue

$539M

Previous: $454M+18.8%
EPS (adj)

$1.45

Previous: $1.22+18.9%
Consolidated same-store sales

6.1%

No prior period
Stores at quarter end

539

No prior period
Net Income

$44.4M

Previous: $37.5M+18.4%
Operating Income

$57.2M

Previous: $49.7M+15.1%

Revenue & EPS history

Boot Barn · Revenue · Quarterly

$539M

Q4 2026+18.8%vs Q4 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

For fiscal 2027, Boot Barn guides total sales of $2.578–$2.623B (+14–16%), same-store sales +2–4%, net income $251.1–$264.5M, and diluted EPS $8.21–$8.64. Q1 FY27 sales are guided to $574–$584M with EPS $1.62–$1.71.

Tailwinds

  • Plans to open 70 new stores in FY27 plus 10 accelerated Q4 FY26 openings.
  • FY27 operating income guided to $335–$353M (13.0–13.5% of sales).
  • Continued share repurchases under $200M authorization.

Headwinds

  • Q4 gross margin pressured by new-store occupancy and cycling favorable shrink/freight.
  • Tariff and consumer-spending risks cited in forward-looking statements.
  • FY27 same-store growth guide (2–4%) below FY26’s 7.2% pace.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+2.8%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+9.8%

Avg return

30 days after

62%

31 / 50 earnings

Positive

+22.1%

Q2 2018

Best reaction

-23.2%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.7%-2.8%+16.6%
Q3 2026+2.9%+6.0%-2.8%
Q2 2026-4.9%-4.9%-0.2%
Q4 2025+15.8%+22.6%+18.4%
Q3 2025-7.8%-17.5%-29.8%
Q2 2025-18.1%-20.6%-13.8%
Q1 2025+12.0%+16.5%+15.3%
Q4 2024+2.9%+6.4%+21.9%
Q3 2024+7.1%+10.3%+24.7%
Q2 2024+9.8%+9.2%+14.4%
Q1 2024+9.9%+6.0%-0.0%
Q4 2023-7.1%-8.2%+7.1%
Q3 2023+19.1%+14.7%+2.7%
Q2 2023-0.8%-3.6%+8.0%
Q1 2023-4.7%-7.4%+6.8%
Q4 2022-2.0%+3.6%-1.5%
Q3 2022-10.7%-4.9%-10.2%
Q2 2022+1.7%+7.4%+22.0%
Q1 2022+3.0%-0.1%-0.8%
Q4 2021+2.5%+10.2%+5.1%
Q3 2021-1.6%-1.9%+12.3%
Q2 2021+2.5%+5.8%+29.0%
Q1 2021+14.2%+20.3%+51.1%
Q4 2020-2.3%-4.6%-0.7%
Q3 2020-9.2%-14.9%-35.8%
Q2 2020-5.1%+3.6%+7.8%
Q1 2020+1.6%-5.6%+6.2%
Q4 2019-3.0%+8.6%+22.6%
Q3 2019+9.3%+7.4%+18.8%
Q2 2019-6.0%-10.0%-23.6%
Q1 2019+13.1%+12.6%+26.1%
Q4 2018+14.0%+8.8%+5.8%
Q3 2018+9.3%+7.7%+5.8%
Q2 2018+22.1%+31.2%+77.4%
Q1 2018+14.2%+15.4%+1.1%
Q4 2017-23.2%-20.3%-9.1%
Q3 2017+3.4%+5.7%+1.0%
Q2 2017+10.4%+13.1%+47.9%
Q1 2017+12.6%+15.6%+33.0%
Q4 2016+4.9%
Q3 2016+17.5%
Q2 2016-16.7%
Q1 2016-15.9%
Q4 2013+18.9%
Q4 2015+6.2%
Q3 2014+1.1%
Q3 2015+11.6%
Q2 2014-0.8%
Q4 2014-0.8%
Q2 2015+5.6%
Q1 2015
Q1 2014

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