BOOTBoot Barn Holdings, Inc.
Boot Barn Holdings, Inc. sells premium boots, workwear, and casual apparel through a mix of retail stores and e-commerce. The next catalyst is Oct 6, 2026 — Boot Barn Sets September Inventory, which will test the company’s ability to balance inventory levels with demand ahead of the holiday season.
- Revenue reached $2.31B in 2026, with a 17.9% YoY growth.
- Net margin expanded to 10.4% in the trailing twelve months.
- Free cash flow hit $272.89M, with a debt-to-equity ratio of 0.19x.
The Read
7% same-store sales growth and margin expansion, then dipped 1.
The schedule
- Tue6Oct
The announcement of inventory levels could influence the product mix and test the company's ability to manage supply chain and demand during the holiday season.
- Tue1Dec
The holiday sales performance will test the company's ability to maintain cash flow and product mix during a critical sales period. This event will be crucial for assessing the company's performance in a competitive retail environment.
- Mon6Sep
- Wed15Sep
The announcement of the September investor conference schedule will test the company's ability to communicate its strategy and performance to investors, potentially influencing market sentiment and stock price.
- Mon6Dec
- Mon6Mar
- Mon5Jun
Past
- Sun26Jul
Actual outcome: Bull · $203.61 at outcome
Boot Barn reported Q1 EPS of $2.82, exactly meeting analyst estimates. The stock rallied 11.1% following the release as the company's updates on spring demand and inventory management reassured investors, initially driving shares to $203.61 and well above the $156 bull target.
- Thu28May
Actual outcome: Bear · $169.84 at outcome
Despite reporting strong Q4 earnings earlier in the month with an 18.7% sales increase, Boot Barn's stock broke below the $175 bear floor following its late-May investor conference announcements. Concerns over the company's premium valuation and a lack of new upside catalysts caused shares to drift lower, continuing their decline to $148.99 by August.
- Sat23May
Actual outcome: Bull · $170.77 at outcome
Boot Barn delivered strong Q4 results, featuring an 18.7% jump in sales, better-than-expected same-store growth, and in-line EPS of $1.46. The stock rallied past the bull target as investors cheered the company's robust 14.1% e-commerce growth, expanding merchandise margins driven by exclusive brands, and aggressive plans to open 70 new stores in fiscal 2027.
- Fri15May
Actual outcome: Mixed · $142.27 at outcome
Boot Barn delivered strong Q4 fiscal 2026 results, beating EPS and revenue estimates fueled by an 18.7% jump in sales and 14.1% comparable e-commerce growth. While mixed Q1 guidance initially caused a muted reaction, the market ultimately rewarded the company's accelerated store expansion plans and expanding merchandise margins, driving the stock well past the bull target in the following weeks.
- Fri15May
Actual outcome: Mixed · $142.27 at outcome
Boot Barn delivered strong Q4 FY2026 results, beating EPS and revenue estimates driven by an 18.7% jump in sales and expanding merchandise margins from exclusive brands. While mixed Q1 guidance led to a muted initial price reaction, the robust fundamental performance and accelerated store growth plans ultimately fueled a delayed rally, sending the stock well past the bull target.
- Wed25Mar
Actual outcome: Mixed · $155.15 at outcome
The stock experienced a muted reaction around the institutional research update, falling just 1.2% by the outcome date. News during this period was limited to routine institutional positioning, such as Congress Asset Management increasing its stake, and prior insider selling, offering no major fundamental catalysts regarding expansion or debt load to drive a decisive breakout in either direction.
- Wed4Feb
Actual outcome: Bull · $203.61 at outcome
Boot Barn met EPS estimates but delivered strong underlying results, including 5.7% same-store sales growth and expanded margins, addressing key investor focus areas. Crucially, management raised its fiscal 2026 guidance, confirming the strong performance and driving the stock initially above the bull target.