Burlington Stores Surges 11% on Strong Q4 Earnings and Sales Growth

Shares of Burlington Stores (NYSE:BURL) jumped over 11% intra-day today after the off-price retailer reported fourth-quarter earnings that surpassed expectations. Despite caution surrounding its 2025 outlook, strong sales performance helped ease investor concerns.

Burlington benefited from continued demand among cost-conscious shoppers navigating economic uncertainty and persistent inflationary pressures. The retailer has seen steady growth in lower-income customer segments, driven by a resilient labor market and a heightened focus on value-driven purchases.

Comparable sales surged by 6% for the quarter, far exceeding the consensus estimate of 2.03%. Total revenue increased 4.8% year-over-year, reaching $3.28 billion, ahead of analysts’ expectations of $3.24 billion. Earnings per share (EPS) climbed to $4.07, up from $3.66 in the prior year, also surpassing Wall Street forecasts of $3.76.

CEO Michael O’Sullivan credited the company’s performance to well-executed strategies across merchandising, supply chain, and store operations, emphasizing the resilience of Burlington’s off-price business model.

While the company acknowledges an uncertain outlook for 2025, its strong Q4 results have bolstered investor confidence in its ability to navigate economic challenges and sustain growth.