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Upturn AI SWOT - About
BURL 
Burlington Stores Inc (BURL)
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Upturn Advisory Summary
04/17/2025: BURL (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 14.7% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.92B USD | Price to earnings Ratio 28.33 | 1Y Target Price 329.8 |
Price to earnings Ratio 28.33 | 1Y Target Price 329.8 | ||
Volume (30-day avg) 1424476 | Beta 1.65 | 52 Weeks Range 175.30 - 298.88 | Updated Date 04/24/2025 |
52 Weeks Range 175.30 - 298.88 | Updated Date 04/24/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.74% | Operating Margin (TTM) 10.85% |
Management Effectiveness
Return on Assets (TTM) 5.51% | Return on Equity (TTM) 42.55% |
Valuation
Trailing PE 28.33 | Forward PE 21.79 | Enterprise Value 18102309649 | Price to Sales(TTM) 1.31 |
Enterprise Value 18102309649 | Price to Sales(TTM) 1.31 | ||
Enterprise Value to Revenue 1.7 | Enterprise Value to EBITDA 16.58 | Shares Outstanding 62989800 | Shares Floating 62267232 |
Shares Outstanding 62989800 | Shares Floating 62267232 | ||
Percent Insiders 0.42 | Percent Institutions 116.26 |
Analyst Ratings
Rating 4.45 | Target Price 327.76 | Buy 6 | Strong Buy 13 |
Buy 6 | Strong Buy 13 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Burlington Stores Inc
Company Overview
History and Background
Burlington Stores, Inc. was founded in 1972 as a Burlington Coat Factory. Initially focused on outerwear, it evolved into a broad-based off-price retailer, offering apparel, accessories, footwear, home goods, and more.
Core Business Areas
- Retail Operations: The company operates off-price retail stores, offering a wide variety of branded and private label merchandise at significant discounts. This includes apparel, footwear, accessories, home goods, and beauty products.
Leadership and Structure
Michael O'Sullivan serves as the Chief Executive Officer. The company has a board of directors and a typical corporate structure with various departments such as merchandising, marketing, finance, operations, and human resources.
Top Products and Market Share
Key Offerings
- Apparel: Offers a broad range of clothing for men, women, and children, including branded and private label options. Competition includes TJ Maxx (TJX), Ross Stores (ROST), and other discount retailers. While specific market share data for apparel is difficult to pinpoint, Burlington competes in the overall off-price apparel market.
- Competitors: TJX,ROST
- Market Share:
- Competitors: TJX
- Home Goods: Includes a variety of home decor, bedding, and kitchenware at discounted prices. Competition includes HomeGoods (TJX) and similar discount retailers. Market share data is not readily available.
- Market Share:
Market Dynamics
Industry Overview
The off-price retail industry is characterized by strong demand for value-priced goods, driven by economic factors and consumer preferences for discounted merchandise. The industry is competitive, with several major players vying for market share.
Positioning
Burlington Stores Inc. is positioned as a value-oriented retailer, offering a broad selection of branded and private label merchandise at competitive prices. Its competitive advantage lies in its ability to procure merchandise at low costs and offer it to consumers at significant discounts.
Total Addressable Market (TAM)
The total addressable market for off-price retail in the US is estimated to be in the hundreds of billions of dollars. Burlington is positioned to capture a share of this market through its expansion strategy and value proposition. Market expected value in US is: 350 Billion
Upturn SWOT Analysis
Strengths
- Value proposition (discounted prices)
- Broad merchandise assortment
- Store expansion strategy
- Strong relationships with vendors
Weaknesses
- Reliance on supplier relationships
- Inventory management challenges
- Potential for margin pressure
- Sensitivity to economic downturns
Opportunities
- Expansion into new markets
- Growth in e-commerce
- Increased focus on private label brands
- Leveraging data analytics to improve merchandising
Threats
- Increased competition from other off-price retailers
- Economic downturns impacting consumer spending
- Changes in consumer preferences
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- TJX
- ROST
- JWN
Competitive Landscape
Burlington faces intense competition from other off-price retailers such as TJ Maxx and Ross Stores. Its competitive advantages include its broad merchandise assortment and value proposition, while its disadvantages may include its smaller scale compared to some competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Burlington has experienced steady growth in revenue and store count over the past decade, driven by its expansion strategy and value proposition.
Future Projections: Analyst estimates vary, but generally project continued growth in revenue and earnings, driven by store expansion and comparable sales growth.
Recent Initiatives: Recent initiatives include store expansion, investments in e-commerce, and initiatives to improve inventory management.
Summary
Burlington Stores Inc. is a moderately strong off-price retailer with a successful expansion strategy. Its value proposition and broad assortment are working well. However, it needs to watch out for increasing competition and potential economic downturns, and successfully implement its e-commerce investments for sustained growth.
Similar Companies
KSS
Kohl\'s Corporation
KSS
Kohl\'s Corporation
M
Macy’s Inc
M
Macy’s Inc
ROST
Ross Stores Inc
ROST
Ross Stores Inc
TJX
The TJX Companies Inc
TJX
The TJX Companies Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Burlington Stores Inc
Exchange NYSE | Headquaters Burlington, NJ, United States | ||
IPO Launch date 2013-10-02 | CEO & Director Mr. Michael B. O'Sullivan | ||
Sector Consumer Cyclical | Industry Apparel Retail | Full time employees 17057 | |
Full time employees 17057 | |||
Burlington Stores, Inc. operates as a retailer of branded merchandise in the United States and Puerto Rico. The company offers fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, home furnishings, toys, gifts, and coats, as well as baby and beauty merchandise products. It operates stores under the Burlington Stores, and Cohoes Fashions brands in Washington D.C. and Puerto Rico. Burlington Stores, Inc. was founded in 1924 and is headquartered in Burlington, New Jersey.
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