Pulling SEC filings + quote and writing the call…

Boot Barn Holdings, Inc.
Next earnings Jul 29, 2026 · consensus $1.74 EPS, $596M rev
Last earnings +0.8% on 2026-05-14
Western/workwear retailer compounding revenue and earnings ~20-25% via store expansion, at a reasonable 24x with strong cash flow.
Revenue $2.25B · FY2026
Quality fundamentals and an attractive price line up (~57% below fair value) — the rarer case where both the business and the entry look good.
Boot Barn is a specialty retailer of western and work footwear, apparel and accessories executing a textbook store-expansion growth model. FY2026 was excellent: revenue grew 17.9% to $2.25B, net income rose 24.8% to $226M, operating income climbed 25.0%, and diluted EPS hit $7.35 (+25.0%). The multi-year record confirms durable momentum — revenue has compounded from $1.49B in FY2022 to $2.25B — and FY2026 marked a clear re-acceleration after a softer FY2024. Margins are healthy for retail: 38.1% gross, 13.3% operating and a strong 17.1% ROE.
| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $1.49B | $1.66B | $1.67B | $1.91B | $2.25B |
| Gross profit | $575M | $611M | $614M | $717M | $858M |
| Operating income | $258M | $232M | $198M | $239M | $299M |
| Net income | $192M | $171M | $147M | $181M | $226M |
| Diluted EPS | $6.33 | $5.62 | $4.80 | $5.88 | $7.35 |
| Net margin | 12.9% | 10.3% | 8.8% | 9.5% | 10.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0001610250, latest 10-K filed 2026-05-14) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:06 PM.
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Last 90 days: 0 open-market buys · 1 sale
| 2026-05-26 | Kosoff Jonathon David CHIEF DIGITAL OFFICER | Sell | 230.00 @ $160.31 | $36.9K |
| 2026-05-20 | Love Michael A CHIEF RETAIL OFFICER | Award | 13.5K | |
| 2026-05-20 | Love Michael A CHIEF RETAIL OFFICER | Tax | 5.33K @ $142.27 | $758K |
| 2026-05-20 | Grijalva Laurie Marie CHIEF MERCHANDISING OFFICER | Award | 13.5K | |
| 2026-05-20 | Grijalva Laurie Marie CHIEF MERCHANDISING OFFICER | Tax | 6.89K @ $142.27 | $981K |
| 2026-05-20 | Watkins James M CFO & SECRETARY | Award | 13.5K | |
| 2026-05-20 | Watkins James M CFO & SECRETARY | Tax | 6.89K @ $142.27 | $981K |
| 2026-05-20 | Hazen John CHIEF EXECUTIVE OFFICER | Award | 13.5K | |
| 2026-05-20 | Hazen John CHIEF EXECUTIVE OFFICER | Tax | 6.89K @ $142.27 | $981K |
| 2026-05-19 | Love Michael A CHIEF RETAIL OFFICER | Tax | 810.00 @ $141.54 | $115K |
| 2026-05-19 | Grijalva Laurie Marie CHIEF MERCHANDISING OFFICER | Tax | 1.05K @ $141.54 | $148K |
| 2026-05-19 | Hazen John CHIEF EXECUTIVE OFFICER | Tax | 1.05K @ $141.54 | $148K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1043 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.