•
Mar 29

Boot Barn Q4 2025 Earnings Report

Boot Barn reported strong revenue and earnings growth in Q4 2025.

Key Takeaways

Boot Barn delivered robust Q4 results with 17% revenue growth and a 28% rise in net income, fueled by strong same store sales and margin improvements.

Revenue rose 17% year-over-year to $453.7 million.

Net income climbed to $37.5 million, a 28% increase from Q4 2024.

Same store sales increased 6%, led by 9.8% growth in e-commerce.

Gross margin improved by 130 basis points to 37.1% due to higher merchandise margins.

Total Revenue
$454M
Previous year: $388M
+16.8%
EPS
$1.22
Previous year: $0.91
+34.1%
Same Store Sales
6%
Retail SSS
5.5%
E-commerce SSS
9.8%
Gross Profit
$169M
Previous year: $139M
+20.9%
Cash and Equivalents
$69.8M
Previous year: $75.8M
-8.0%
Total Assets
$2.02B
Previous year: $1.71B
+18.3%

Boot Barn

Boot Barn

Boot Barn Revenue by Segment

Boot Barn Revenue by Geographic Location

Forward Guidance

Boot Barn expects continued revenue growth in FY26 with modest SSS variation and stable margins.

Positive Outlook

  • Projected total sales of $2.070B to $2.150B, up 8%–13% YoY
  • Gross profit margin expected to remain strong between 36.1% and 36.9%
  • Continued store expansion with 65 to 70 new locations
  • Diluted EPS expected to rise to $5.50–$6.40
  • E-commerce growth expected to continue with 1.0% to 7.5% SSS increase

Challenges Ahead

  • Same store sales may decline by up to 2.0%
  • Retail store SSS guidance includes potential decline up to 2.5%
  • Effective tax rate expected to increase to 26.0%
  • Higher SG&A expenses projected between $519M and $527M
  • Macroeconomic uncertainty and tariff headwinds may impact growth

Revenue & Expenses

Visualization of income flow from segment revenue to net income