AI-extracted from the 10-Q filed 2026-07-29 — Q1 FY2027 (thirteen weeks ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales grew 17.7% YoY to $593.5M on 4.7% same store sales growth and new store openings, while operating margin expanded to 15.3% from 14.0%, aided by $17.3M of one-time IEEPA tariff refunds.
Biggest Revenue Drivers
Footwear47% of net sales
Largest merchandise category; declined from 48% of net sales in the prior-year quarter.
Apparel36% of net sales
Increased from 35% of net sales in the prior-year quarter.
Biggest Revenue Drivers
Total revenue: $593.5M+17.7% YoY
Footwear47% of net sales
Largest merchandise category; declined from 48% of net sales in the prior-year quarter.
Apparel36% of net sales
Increased from 35% of net sales in the prior-year quarter.
Hats, accessories and other17% of net sales
Unchanged from 17% of net sales in the prior-year quarter.
Largest Expense Items
Selling, general and administrative expenses$149.4M+18.1% YoY
Higher store payroll and store-related expenses from operating more stores, plus corporate G&A and marketing expenses.
Income tax expense$22.3Mvs $17.9M PY
Effective tax rate fell to 24.1% from 25.1%, primarily due to a higher tax benefit from stock-based compensation.
Margins: Gross margin rose 130bps to 40.4%, driven by a 220bp merchandise margin gain (250bps from tariff refunds, 60bps product margin expansion, offset by 90bps higher freight) partially offset by 90bps of occupancy deleverage from new stores. SG&A deleveraged 10bps to 25.2% on marketing expense timing.
Watch Items from the Filing
$17.3M of IEEPA tariff refunds were recognized this quarter ($14.7M reducing COGS, $2.6M reducing inventory), contributing 250bps to merchandise margin gains — a benefit that may not recur.
Store count grew to 566 from 473 a year ago (+93 stores), fueling revenue growth though new stores typically carry lower store-level margins during ramp-up.
Subsequent to quarter-end, the Wells Fargo revolving credit facility was expanded from $250.0M to $500.0M and maturity extended from July 2027 to July 2031.
Only approximately 0.4% of consolidated net sales were generated from customers outside the United States, leaving the business concentrated in the U.S. consumer.
Company repurchased $25.0M of common stock in the quarter, with $125.0M remaining available under the $200M Repurchase Program.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Laube LisaReporting ownerGrant or award · May 18, 2026
Macdonald AnneReporting ownerGrant or award · May 18, 2026
Bruzzo ChrisReporting ownerGrant or award · May 18, 2026
Congress trading in BOOT
8 transactions in BOOT reported by 2 members of Congress under the STOCK Act, most recent trade Jun 30, 2026. Reported transactions, not recommendations.
About Boot Barn Holdings, Inc. (BOOT): stock profile, AI score and financials
Boot Barn Holdings, Inc. (BOOT) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BOOT at 62.6/100 on a composite quality score built from its SEC filings, placing it at rank #687 of 2,925 stocks — the top 25% of the AI-ranked universe. BOOT scores in the top quartile across balance sheet strength (86.2), revenue growth (77.2). Areas of concern include institutional flow (27.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), Boot Barn Holdings, Inc. reports quarterly revenue of $593.5M, net income of $70.1M, an operating margin of 15.3%. Top institutional holders of BOOT by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. BOOT trades on the NYSE exchange and files with the SEC under CIK 1610250. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BOOT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Boot Barn Holdings, Inc. directly from SEC EDGAR.