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Dec 25, 2021

Boot Barn Q3 2022 Earnings Report

Reported strong financial results driven by increased sales and margin expansion.

Key Takeaways

Boot Barn Holdings, Inc. reported a significant increase in net sales, gross profit, and net income for the third quarter of fiscal year 2022. Net sales increased by 60.7% compared to the prior-year period, driven by a 54.2% increase in consolidated same-store sales. The company's net income also saw a substantial rise, reaching $69.2 million, or $2.27 per diluted share.

Net sales increased 60.7% to $485.9 million compared to the prior-year period.

Consolidated same store sales increased 54.2% with retail store same store sales up 55.7% and e-commerce same store sales up 48.4%.

Gross profit was $191.7 million, or 39.4% of net sales, compared to $106.8 million, or 35.3% of net sales, in the prior-year period.

Net income was $69.2 million, or $2.27 per diluted share, compared to a net income of $29.6 million, or $1.00 per diluted share in the prior-year period.

Total Revenue
$486M
Previous year: $302M
+60.7%
EPS
$2.23
Previous year: $0.99
+125.3%
Same Store Sales
54.2%
Previous year: 4.6%
+1078.3%
Gross Profit
$192M
Previous year: $107M
+79.5%
Cash and Equivalents
$115M
Previous year: $76.3M
+50.3%
Free Cash Flow
$124M
Previous year: $107M
+16.2%
Total Assets
$1.19B
Previous year: $892M
+33.2%

Boot Barn

Boot Barn

Boot Barn Revenue by Segment

Forward Guidance

The Company provides the following full-year fiscal 2022 guidance: New unit growth of 10%. Exclusive brand penetration growth of 450 basis points compared to full-year fiscal 2021. Effective tax rate for the fourth quarter of 25.4%. Capital expenditures between $41.0 to $43.0 million.

Positive Outlook

  • New unit growth of 10%.
  • Exclusive brand penetration growth of 450 basis points compared to full-year fiscal 2021.
  • Effective tax rate for the fourth quarter of 25.4%.
  • Capital expenditures between $41.0 to $43.0 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income