Boot Barn Holdings, Inc.(BOOT)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 32-signal composite quality model, placing it at rank #697 of 2,961 stocks — the top 25% of the AI-ranked universe. BOOT scores in the top quartile across balance sheet strength (86.2), revenue growth (75.8). Areas of concern include institutional flow (28.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), 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.
AI Quality Score
62.6/100
AI Rank
#697
Revenue
$593.5M
Net Income
$70.1M
Free Cash Flow
$32.8M
Operating Margin
15.3%
BOOT key financials by period
Boot Barn Holdings, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$2.3B
$225.9M
13.3%
FY 2025
10-K
$1.9B
$180.9M
12.5%
FY 2024
10-K
$1.7B
$147.0M
11.9%
FY 2023
10-K
$1.7B
$170.6M
14.0%
FY 2022
10-K
$1.5B
$192.4M
17.4%
FY 2021
10-K
$893.5M
$59.4M
9.7%
Institutions holding BOOT
Institutional investors reporting a position in Boot Barn Holdings, Inc. on SEC Form 13F.
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.
