BOOT · NYSE · Apparel - Retail

Boot Barn (BOOT)

Retailer of western and work boots, apparel, and accessories across stores and digital channels.

$129.59
vs last close+5.26 (+4.23%)
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Boot Barn Holdings, Inc.BOOT
Consumer Discretionary

Sells western and work boots, apparel, hats, gifts, accessories, and home merchandise through U.S. stores and digital channels. A single-segment model pairs third-party labels with exclusive brands and relies on localized merchandising, automated replenishment, and continued store expansion.

Retails western and work boots, apparel, hats, gifts, accessories, and home merchandise through a national U.S. store network, websites, a mobile app, and third-party marketplaces. Boots are the signature category, while regional merchandising adapts styles and technical features to local climates, industries, and preferences.

Combines third-party labels with exclusive brands including Cody James, Shyanne, Idyllwind, and Hawx. Dedicated product development, localized assortment planning, automated replenishment, and online-to-store fulfillment support broad selection and in-stock availability; exclusive labels have historically carried higher merchandise margins than third-party brands.

Operations remain concentrated in the United States, where new-store openings are a central growth engine. Demand depends on western and workwear preferences, suitable retail sites, supplier relationships, exclusive-brand acceptance, and inventory execution. Financial results are reported as one operating and reportable segment.

Company facts

CEOJohn Hazen
ListedOct 30, 2014
ExchangeNYSE
HeadquartersIrvine, CA
CountryUnited States
Employees12,700
CIK0001610250
ISINUS0994061002

Market cap$3.77B
EPS (ttm)$7.90
P/E (ttm)15.74
ROE18.8%
P/B2.77
P/S1.61
Dividend yieldDiv yield
Beta1.35vs XLY 0.56

Price target$215.00+72.9%Average of 29 analysts
ConsensusBuy21 of 29 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 10, 2026StephensReiterate
Rating: Target: $237
Rating: OverweightTarget: $207
Jul 30, 2026Robert W. BairdTarget
Target: $225
Target: $212
Jul 30, 2026BTIGReiterate
Rating: Target: $235
Rating: BuyTarget: $215
Jun 17, 2026UBSTarget
Target: $272
Target: $225
May 15, 2026UBSReiterate
Rating: Target: $270
Rating: BuyTarget: $272

Next report
Nov 4, 26
in 43 days
EPS estimate
$1.63
Revenue estimate
$582.5M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Jan '25May '25Jul '25Oct '25Feb '26May '26Jul '26Nov '26
Reported$2.43$1.22$1.74$1.37$2.79$1.45$2.29Pending
Estimate$2.38$1.24$1.55$1.28$2.79$1.42$1.69$1.63
Surprise+2.1%−1.6%+12.3%+7.0%0.0%+2.1%+35.5%

RevenueReportedEstimate

Jan '25May '25Jul '25Oct '25Feb '26May '26Jul '26Nov '26
Reported$608.2M$453.7M$504.1M$505.4M$705.6M$538.8M$593.5MPending
Estimate$607.0M$458.4M$495.2M$494.5M$704.9M$531.4M$583.2M$582.5M
Surprise+0.2%−1.0%+1.8%+2.2%+0.1%+1.4%+1.8%
Estimate$1.63
ReportedDue Nov 4, 2026
Estimate$582.5M
ReportedDue Nov 4, 2026
View details

Debt to equity59.30%
Current ratio253.00%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$425.8M$608.2M$453.7M$504.1M$505.4M$705.6M$538.8M$593.5M
Net income$29.4M$75.1M$37.5M$53.4M$42.2M$85.8M$44.4M$70.1M
Net margin6.9%12.3%8.3%10.6%8.4%12.2%8.2%11.8%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$40.0M$99.5M$49.7M$70.7M$56.4M$114.8M$57.2M$90.5M
YoY growth+3.6%+32.4%+29.9%+40.8%+41.1%+15.4%+15.2%+28.0%

Balance sheet, Jun 27, 2026Cash & short-term investments $139.3M · Total debt $806.0M · Total assets $2.57B · Shareholders' equity $1.36B

Revenue
$593.5M
Operating income
$90.5M
Net income
$70.1M
View details

No dividends on record.

Institutions115.91%35.10M shares
471 holders · as of Jun 30, 2026
Insiders0.42%126.0K shares
13 holders · as of May 26, 2026
Adds to116.33%

30.28M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 116.33%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
16.90%5.12Mas of Jun 30, 2026
PRIMECAP Management CompanyInstitution
5.84%1.77Mfiled Feb 9, 2017
Wasatch Advisors, Inc.Institution
5.68%1.72Mfiled Feb 10, 2023
Vanguard Portfolio Management LLCInstitution
5.66%1.71Mas of Jun 30, 2026
FMR LLCInstitution
5.29%1.60Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 26, 2026Jonathon David Kosoffofficer: CHIEF DIGITAL OFFICER−230$160.31
Feb 25, 2026Brenda I. Morrisdirector−1,000$197.74
Dec 1, 2025Gene Eddie Burtdirector−1,200$191.41
Nov 3, 2025Peter Starrettdirector, officer: Executive Chairman−6,498$190.00
View details

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Compare

CompanyPriceChange
Boot Barn$129.59+4.23%$3.77B15.714.31.6+17.8%
Tractor Supply$32.99+2.04%$16.96B16.816.71.1+2.3%
Academy Sports + Outdoors$49.70+2.49%$3.01B8.17.40.5+3.0%
Rocky Brands$45.06+2.99%$329.9M11.511.20.7+12.0%
Buckle$41.58+1.94%$2.10B9.410.21.6+4.6%
Duluth$4.20+0.36%$159.0M26.10.3−7.8%
Shoe Station Group$15.61+0.45%$423.8M17.79.60.4−2.5%
Designer Brands$6.32+1.61%$315.8M22.212.50.1−1.2%
Median16.810.70.5+2.3%