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Boot Barn
Boot Barn (BOOT) investor relations material
Boot Barn Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Feb, 2026
Executive summary
Third quarter net sales rose 16% year-over-year to $705.6–$706 million, with consolidated same-store sales up 5.7% and e-commerce same-store sales up 19.6%.
Net income for the quarter was $85.8 million ($2.79 per diluted share), up from $75.1 million ($2.43 per diluted share) in the prior year, excluding a prior-year CEO transition benefit.
Broad-based sales strength was seen across all major merchandise categories, both in stores and online, with exclusive brands and e-commerce driving margin expansion.
The company operated 514 stores at quarter-end, up from 438 a year earlier, with 25 new stores opened in the quarter and 76 new stores opened year-over-year.
Over a decade of strong sales growth, with a ~19% CAGR and projected FY26 sales at $2.25 billion, supported by new store openings and robust SSS performance.
Financial highlights
Gross profit for the quarter was $281.2 million (39.9% of net sales), up 17.7% year-over-year, with gross margin improving by 60 basis points.
SG&A expenses were $166.5 million (23.6% of net sales), up due to higher store payroll, more stores, and increased marketing.
Income from operations was $114.8–$115 million (16.3% of net sales), up 15.4% year-over-year.
For the nine months, net sales grew 17.7% to $1.715 billion, and net income rose 26.6% to $181.4 million.
Cash and cash equivalents were $200 million at quarter-end, with no borrowings on a $250 million credit line.
Outlook and guidance
Fiscal 2026 sales expected between $2.24 billion and $2.25 billion, up 17–18% year-over-year, with consolidated same-store sales growth forecasted at 6.5–7.0%.
Net income projected at $222.8–$226 million, or $7.25–$7.35 per diluted share.
70 new store openings planned for the fiscal year, with capital expenditures estimated at $125–$130 million.
Fourth quarter sales expected at $525–$535 million, with net income per diluted share of $1.35–$1.45.
Merchandise margin for Q4 projected at 50.5% of sales, down 60 basis points year-over-year due to higher shrink and freight.
E-commerce SSS growth drivers
Mitigating occupancy/distribution cost deleverage
Strategy for 4.1% inventory per store increase
Exclusive brand sites: new customer acquisition
Exclusive brand pricing: Q4 strategy and elasticity
New store maturity: sales ramp and timeline
Partial view of Summaries dataset, powered by Quartr API
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Next Boot Barn earnings date
Q4 202613 May, 2026
Boot Barn
Next Boot Barn earnings date
Q4 202613 May, 2026
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Frequently asked questions
Boot Barn Holdings, Inc. operates as a lifestyle retail chain in the United States. The company's specialty retail stores offer western and work-related footwear, apparel, and accessories for men, women, and kids. It also offers belts, buckles, jewelry, handbags, wallets, scarves, hats, shirts jackets jeans socks outerwear vests chaps riding boots riding gloves skirts dresses slippers pajamas robes lounge pants T-shirts shorts denim hats caps suspenders blankets hats camisoles cardigans coats tees thermals jumpsuits maternity belt buckles. The company was founded in 1978 and is based in Irvine California.
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