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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Boot Barn
Boot Barn (BOOT) investor relations material
Boot Barn 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Key business initiatives and digital strategy
Enhanced e-commerce with new screening tools, improved search, merchandising, and payment options contributed to quarterly growth.
Digital marketing expanded, including TikTok Lives in stores and leveraging everyday creators for authentic social content.
Hired a chief digital officer to drive further digital innovation and social media engagement.
Exclusive brands are marketed as standalone brands with dedicated campaigns, sponsorships, and websites.
Enhanced omni-channel capabilities include ship-to-store, BOPIS, in-store returns, and AI-powered digital tools.
Merchandise margin and supply chain management
Merchandise margin expanded by 770bps over six years, driven by exclusive brands, supply chain efficiencies, and buying scale.
Inventory management improvements enabled more full-price selling and reduced markdowns.
Lower global freight rates and renegotiated logistics contracts provided additional margin tailwinds.
Exclusive brands deliver approximately 1,000bps higher margin than third-party brands and are a key focus for future growth.
Margin expansion attributed to full-price selling, economies of scale, supply chain efficiencies, and exclusive brand penetration.
Pricing strategy and tariff response
Held exclusive brand prices steady through the holiday season despite third-party price increases due to tariffs.
Post-holiday, planning low single-digit price increases on exclusive brands to preserve margin.
Pricing adjustments are made style by style, balancing margin preservation with consumer response.
What is the status of exclusive brand sourcing team's margin efforts?
How are new urban market stores performing?
Describe the shift to everyday creators in social media
Partial view of Summaries dataset, powered by Quartr API
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Next Boot Barn earnings date
Q3 202629 Jan, 2026
Boot Barn
Next Boot Barn earnings date
Q3 202629 Jan, 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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