Burlington Stores Competitive Intelligence & Landscape
burlingtoninvestors.com ·
Overview
Burlington Stores Overview
Burlington Stores offers its customers substantial value by featuring high-quality, primarily branded merchandise at “Every Day Low Prices,” with items often discounted up to 60% off other retailers' prices [burlingtoninvestors.com/ir-resources/investor-faqs/]. Their extensive selection includes in-season, fashion-focused merchandise such as women’s ready-to-wear apparel, menswear, and youth apparel [burlingtoninvestors.com/ir-resources/investor-faqs/]. The company’s target market is value-conscious consumers seeking branded goods at significant discounts.
As a Fortune 500 company, Burlington Stores reported fiscal year 2025 net sales of $11.5 billion [burlingtoninvestors.com]. By the end of the first quarter of fiscal year 2026, the company operated 1,242 stores across 47 states, Washington D.C., and Puerto Rico [burlingtoninvestors.com]. The company’s principal executive offices are located at 1830 Route 130 North, Burlington, New Jersey 08016 [burlingtoninvestors.com/static-files/4f224ed9-b31b-478b-b697-422dd86802ff].
Sources
Investor Relations | Burlington Stores, Inc.
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SEC Filings | Burlington Stores, Inc. - Investor Relations
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Investor FAQs | Burlington Stores, Inc.
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Management | Burlington Stores, Inc. - Investor Relations
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Board of Directors | Burlington Stores, Inc. - Investor Relations
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Our History | Burlington Stores, Inc. - Investor Relations
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Annual Reports & Proxies | Burlington Stores, Inc.
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Investor Relations | Burlington Stores, Inc.
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Contact IR | Burlington Stores, Inc. - Investor Relations
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[PDF] BURLINGTON STORES, INC. - Investor Relations
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Burlington Stores Weekly Intel Updates
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Competitors
Burlington Stores Competitors
Ross Stores, Inc. (ROST) is another significant competitor to Burlington Stores.
Ross Stores also operates within the off-price retail sector, providing apparel, accessories, footwear, and home fashions at discounted prices [source]. Both companies target value-conscious consumers, and their competitive strategies often revolve around consistent inventory turnover and the "treasure hunt" shopping experience. Their market share is influenced by their ability to source desirable merchandise at competitive costs and efficiently manage their store footprints across the United States [source].
Macy's and Nordstrom are also considered competitors, particularly their off-price outlets such as Nordstrom Rack and Saks Off 5th. While Macy's itself is a traditional department store, its presence in the broader apparel and home goods market means it vies for customer spending. Nordstrom and Saks Off 5th, specifically, offer branded merchandise at reduced prices, directly competing with Burlington Stores for customers looking for designer and brand-name items at a discount, albeit often with a slightly different brand mix or perceived level of merchandise [source].
Beyond direct off-price retailers, Five Below, Inc. (FIVE) and Ollie's Bargain Outlet (OLLI) represent indirect competition for Burlington Stores. While these companies might offer a different product assortment or price point focus, they compete for the same value-oriented consumer.
Five Below targets a younger demographic with products mostly priced at $5 or less, while Ollie's focuses on closeout merchandise and discounted goods across various categories. Both appeal to shoppers seeking extreme value, which can divert spending from stores like Burlington that offer a broader range of apparel and home goods at off-price rates [source].
Sources
Burlington Stores Inc Peers & Key Competitors - GlobalData
globaldata.com
Top Burlington Stores Alternatives, Competitors - CB Insights
cbinsights.com
Burlington Stores, Inc. (BURL) - Yahoo Finance
finance.yahoo.com
Top Burlington Stores Competitors and Alternatives | Craft.co
craft.co
TJX Companies
tjx.com
Burlington Stores, Inc. (BURL) Competitive Analysis & Comparison (2026)
koalagains.com
Burlington Stores Inc--Form 10-K - SEC.gov
sec.gov
Investor Relations | Burlington Stores, Inc.
burlingtoninvestors.com
Burlington Stores, Inc. (BURL) Competitors Comparison - Value Sense
valuesense.io
Burlington
burlington.com
Product & Pricing
Burlington Stores Product and Pricing Intelligence
Regarding specific pricing plans or tiers, Burlington Stores does not offer subscription-based services, software tiers, or distinct pricing plans in the traditional sense, as it is a retail business selling physical merchandise. Instead, its
Sources
Investor Relations | Burlington Stores, Inc.
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Investor Relations | Burlington Stores, Inc.
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Investor FAQs | Burlington Stores, Inc.
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Online Investor Kit | Burlington Stores, Inc.
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Burlington Stores Investor Presentation
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Microsoft PowerPoint - IR Deck Q4'24.pptx
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Microsoft PowerPoint - IR Deck Q3'24.pptx
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REPORT
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Value
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ANNUAL REPORT
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Ad Campaigns
Burlington Stores Ad Campaigns
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See of Burlington Stores's ads
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Hiring & Layoffs
Burlington Stores Hiring and Layoffs
There is no information within the provided sources to indicate recent layoffs at Burlington Stores. Instead, the available data highlights the company's growth, operating 1,242 stores across 47 states, Washington D.C., and Puerto Rico as of the first quarter of Fiscal 2026 [https://www.burlingtoninvestors.com/investor-relations]. This significant store count suggests an ongoing need for a substantial workforce to support its widespread operations.
The emphasis on an "engaged and motivated workforce" and the continuous expansion of its physical store footprint implies a strategy of sustained growth and investment in its human capital.
Burlington Stores leverages its workforce to enhance customer interactions and achieve business objectives, underscoring the strategic value of its employees [https://www.burlingtoninvestors.com/corporate-social-responsibility/social]. The management team, including the CEO, brings extensive experience in areas like Human Resources, further indicating a strategic focus on talent management and operational efficiency [https://www.burlingtoninvestors.com/corporate-governance/management/].
Overall, the information from Burlington Stores' investor relations site points towards a company focused on maintaining a robust and engaged employee base to support its growth as a nationally recognized off-price retailer with substantial net sales [https://www.burlingtoninvestors.com/investor-relations]. The lack of any mention of layoffs, coupled with a focus on workforce engagement and expansion, suggests a stable and growing employment environment within the company.
Sources
Investor Relations | Burlington Stores, Inc.
burlingtoninvestors.com
Investor Relations | Burlington Stores, Inc.
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Management | Burlington Stores, Inc. - Investor Relations
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Investor FAQs | Burlington Stores, Inc.
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Presentations | Burlington Stores, Inc.
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Contact IR | Burlington Stores, Inc. - Investor Relations
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Online Investor Kit
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Burlington Stores, Inc. Announces First Quarter Fiscal Year 2026 ...
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Our Governance and Ethics | Burlington Stores, Inc.
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Social | Burlington Stores, Inc.
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Leadership
Burlington Stores Management and Leadership Team
The executive team also features Jennifer Vecchio as Group President and Chief Merchandising Officer, and Travis Marquette as President and Chief Operating Officer [https://www.burlingtoninvestors.com/corporate-governance/management/]. A notable recent leadership change includes Kristin Wolfe, who joined Burlington Stores as Executive Vice President and Chief Financial Officer in August 2022 [https://www.burlingtoninvestors.com/management/kristin-wolfe/].
The Board of Directors at Burlington Stores includes distinguished members such as John J. Mahoney, who serves as Chairman of the Board and previously held significant roles at Staples, Inc. [https://www.burlingtoninvestors.com/board-member/john-mahoney].
Ted English is also noted as Executive Chair of the Board [https://www.burlingtoninvestors.com/static-files/90ed5787-2b1e-40c5-9bc9-6a4ab5b7c63e]. This diverse leadership brings substantial retail and financial expertise to the company's strategic direction [https://www.burlingtoninvestors.com/static-files/d72c1b02-fd0b-48ae-a48d-7ae78d2995cb].
Sources
Management | Burlington Stores, Inc. - Investor Relations
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MICHAEL O'SULLIVAN | Management | Burlington Stores, Inc.
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KRISTIN WOLFE | Management | Burlington Stores, Inc.
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Board of Directors | Burlington Stores, Inc. - Investor Relations
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Microsoft PowerPoint - IR Deck Q4'24.pptx
burlingtoninvestors.com
Burlington Stores Investor Presentation
burlingtoninvestors.com
Microsoft PowerPoint - IR Deck Q3'24.pptx
burlingtoninvestors.com
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JOHN MAHONEY | Board Member | Burlington Stores, Inc.
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Financials
Burlington Stores Financial Performance, Fundraising, M&A
Burlington Stores continues to exhibit strong operational results, with comparable store sales increasing by 4% in the fourth quarter of the fiscal year ending January 31, 2026, building on a substantial 6% increase from the prior year Burlington Stores, Inc. Reports Fourth Quarter and Full Year 2025. For the second quarter ended August 2, 2025, the company reported a net income of $104 million, or $1.64 per share, with adjusted net income reaching $110 million Burlington Stores, Inc. Reports Second Quarter 2025 Earnings. These figures underscore Burlington's consistent profitability and growth trajectory within the competitive retail landscape.
The company regularly publishes detailed financial information, including Annual Reports and Quarterly Results, which are accessible on its investor relations website, providing transparency into its financial health and performance Annual Reports & Proxies | Burlington Stores, Inc. Quarterly Results | Burlington Stores, Inc.. As of the end of the first quarter of Fiscal 2026, Burlington Stores operated an expansive network of 1,242 stores across 47 states, Washington D.C., and Puerto Rico, primarily under the Burlington Stores brand Investor Relations | Burlington Stores, Inc.. This significant retail footprint contributes to its sustained revenue generation and market presence.
Sources
Burlington Stores, Inc. Reports Fourth Quarter and Full Year 2025 ...
burlingtoninvestors.com
Annual Reports & Proxies | Burlington Stores, Inc. - Investor Relations
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Quarterly Results | Burlington Stores, Inc.
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Burlington Stores, Inc. Reports Second Quarter 2025 Earnings
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[PDF] ANNUAL REPORT - SEC.gov
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Investor Relations | Burlington Stores, Inc.
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Burlington Stores, Inc. Reports Fourth Quarter and Full Year 2024 Earnings | Burlington Stores, Inc.
burlingtoninvestors.com
[PDF] BURLINGTON STORES, INC. - Investor Relations
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[PDF] BURLINGTON STORES, INC. - Investor Relations
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[PDF] BURLINGTON STORES, INC. - Investor Relations
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Partnerships
Burlington Stores Partnerships, Clients and Vendors
As a publicly traded entity, Burlington Stores maintains relationships with various financial institutions and analysts who provide coverage of the company. These include firms such as Baird, BofA Global Research, Barclays, Bernstein, BMO Capital Markets, Citi, Cowen & Company, Deutsche Bank Research, Evercore ISI, Goldman Sachs, Gordon Haskett, Guggenheim Securities, and Jefferies [burlingtoninvestors.com/financial-information/analyst-coverage]. These relationships are crucial for investor relations and market transparency, reflecting the company's engagement with the financial ecosystem.
While specific enterprise clients are not detailed, Burlington Stores operates as a nationally recognized off-price retailer, offering high-quality, branded apparel, footwear, accessories, and home merchandise to consumers at everyday low prices [burlingtoninvestors.com/static-files/d72c1b02-fd0b-48ae-a48d-7ae78d2995cb]. This business model inherently involves relationships with numerous brands and manufacturers from whom they source their diverse product offerings.
In terms of technology integrations and ecosystem relationships, the company utilizes various platforms for its operations, including reporting to the Securities and Exchange Commission (SEC) [burlingtoninvestors.com/static-files/77dcd83c-586f-4bde-a6db-41864195a146]. Furthermore, Michael O’Sullivan, the Chief Executive Officer, brought extensive experience from Ross Stores, where he played a leading role in managing major functional areas such as IT, indicating a strong foundation in leveraging technology for retail operations [burlingtoninvestors.com/corporate-governance/management/].
Sources
Investor Relations | Burlington Stores, Inc.
burlingtoninvestors.com
Social | Burlington Stores, Inc. - Investor Relations
burlingtoninvestors.com
[PDF] BURLINGTON STORES, INC. - Investor Relations
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Investor Relations | Burlington Stores, Inc.
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Analyst Coverage
burlingtoninvestors.com
Burlington Stores, Inc. Reports Third Quarter 2024 Earnings | Burlington Stores, Inc.
burlingtoninvestors.com
Microsoft PowerPoint - IR Deck Q4'24.pptx
burlingtoninvestors.com
Management | Burlington Stores, Inc. - Investor Relations
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Microsoft PowerPoint - IR Deck Q3'24.pptx
burlingtoninvestors.com
Burlington Stores Investor Presentation
burlingtoninvestors.com
Events
Burlington Stores Event Participations
In addition to quarterly earnings presentations, Burlington Stores also engages in prominent industry conferences. The company announced its participation in the 22nd Annual Goldman Sachs Global Retailing Conference, demonstrating its involvement in key industry gatherings [https://www.burlingtoninvestors.com/news-releases/news-release-details/burlington-stores-inc-announces-participation-22nd-annual]. Such participations allow Burlington Stores to connect with the broader investment community and retail sector professionals.
Investors can access information about upcoming and past events, including webcasts for earnings calls, through the company's dedicated "Events & Presentations" section on its investor relations website [https://www.burlingtoninvestors.com/news-and-events/events-and-presentations]. This page serves as a central hub for all event-related information, ensuring transparency and accessibility for shareholders and interested parties.
Sources
Events | Burlington Stores, Inc.
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First Quarter 2026 Earnings | Burlington Stores, Inc.
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Third Quarter 2025 Earnings | Burlington Stores, Inc.
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Second Quarter 2025 Earnings | Burlington Stores, Inc.
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First Quarter 2025 Earnings | Burlington Stores, Inc.
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Presentations | Burlington Stores, Inc. - Investor Relations
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Burlington Stores, Inc. Announces Participation in the 22nd Annual Goldman Sachs Global Retailing Conference | Burlington Stores, Inc.
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Burlington Stores, Inc. Announces Third Quarter Fiscal Year 2025 Earnings Release Date, Conference Call and Webcast | Burlington Stores, Inc.
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Press Releases | Burlington Stores, Inc. - Investor Relations
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Investor FAQs | Burlington Stores, Inc.
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Frequently Asked Questions
What does Burlington Stores' consistent participation in investor events, including the Goldman Sachs Global Retailing Conference, signal about its strategic priorities?
Burlington Stores' consistent participation in investor events, such as quarterly earnings calls and the Goldman Sachs Global Retailing Conference, signals a strategic priority on transparent financial communication and engagement with the broader investment community. These events allow the company to provide stakeholders with detailed insights into its financial health and strategic direction, reinforcing investor confidence and market visibility.
What do the company's statements about an 'engaged and motivated workforce' and continuous store expansion suggest about Burlington Stores' employment strategy?
Burlington Stores' emphasis on an 'engaged and motivated workforce' alongside continuous store expansion, reaching 1,242 stores by Q1 Fiscal 2026, suggests a stable and growth-oriented employment strategy. The company is actively investing in its human capital to support widespread operations and enhance customer interactions, with no indication of recent layoffs.
What is the strategic significance of Burlington Stores' off-price retail model, offering merchandise at up to 60% off other retailers' prices?
The strategic significance of Burlington Stores' off-price retail model lies in its ability to attract value-conscious consumers by offering high-quality, primarily branded merchandise at significant discounts, often up to 60% off. This strategy positions Burlington as a destination for shoppers seeking 'Every Day Low Prices,' differentiating it from traditional full-price retailers and fostering a consistent customer base.
How do Burlington Stores' recent financial results, including $11.5 billion in Fiscal 2025 net sales and comparable store sales growth, reflect its current market position?
Burlington Stores' recent financial results, including $11.5 billion in Fiscal 2025 net sales and a 4% comparable store sales increase in Q4 Fiscal 2026, reflect a strong and growing market position within the off-price retail sector. These figures demonstrate consistent profitability and an expanding retail footprint, underscoring its ability to generate substantial revenue and maintain market presence.
What does the leadership team's extensive experience from companies like Ross Stores indicate about Burlington Stores' strategic direction?
The Burlington Stores leadership team's extensive experience, including CEO Michael O'Sullivan's background at Ross Stores and other executives' history in off-price and specialty retail, indicates a strategic direction focused on proven off-price retail strategies. This deep sector knowledge suggests an emphasis on efficient inventory management, competitive pricing, and operational excellence typical of successful value-oriented retailers.
Given the competition from TJX Companies and Ross Stores, how does Burlington Stores differentiate its off-price offering?
Burlington Stores differentiates its off-price offering by emphasizing 'Every Day Low Prices' with items often discounted up to 60% off other retailers' prices, appealing to value-conscious consumers. While direct competitors like TJX Companies (TJ Maxx, Marshalls) and Ross Stores also focus on discounts, Burlington is particularly recognized for its wide array of first-quality, branded outerwear and a broad selection of in-season fashion-focused merchandise, including women's ready-to-wear, menswear, and youth apparel.
What do Burlington Stores' strategic community partnerships and relationships with financial analysts signify for its corporate strategy?
Burlington Stores' engagement in strategic community partnerships and relationships with numerous financial analysts signifies a corporate strategy focused on both social responsibility and investor relations. Community partnerships aim to enhance customer relationships and drive value, while analyst coverage from firms like Goldman Sachs and BofA Global Research is crucial for market transparency, investor confidence, and maintaining engagement with the financial ecosystem.
How does Burlington Stores' product assortment, including women's ready-to-wear, menswear, and youth apparel, support its 'Every Day Low Prices' strategy?
Burlington Stores' product assortment, encompassing women's ready-to-wear, menswear, and youth apparel, supports its 'Every Day Low Prices' strategy by offering a diverse range of in-season, fashion-focused, branded merchandise at significant discounts. This wide selection caters to a broad base of value-conscious consumers looking for quality goods across multiple categories, reinforcing the perception of consistent value and making the 'Every Day Low Prices' more compelling.
What does the lack of subscription-based services or tiered pricing plans indicate about Burlington Stores' revenue model and customer engagement strategy?
The lack of subscription-based services or tiered pricing plans indicates that Burlington Stores relies on a traditional retail revenue model focused on direct sales of physical merchandise. Its customer engagement strategy centers on generating frequent store visits through the appeal of 'Every Day Low Prices' and the continuous availability of discounted, high-quality branded goods, rather than recurring digital subscriptions or differentiated service tiers.
How does Burlington Stores' large store count of 1,242 across 47 states and Puerto Rico influence its competitive advantage in the off-price sector?
Burlington Stores' large store count of 1,242 across 47 states, Washington D.C., and Puerto Rico significantly influences its competitive advantage in the off-price sector by providing extensive market reach and accessibility. This broad physical footprint allows the company to serve a wide customer base, capitalize on regional sourcing opportunities, and enhance brand visibility, directly supporting its ability to deliver on its 'Every Day Low Prices' promise across diverse markets.
What is the implication of Kristin Wolfe joining as EVP and CFO in August 2022 for Burlington Stores' financial strategy?
Kristin Wolfe joining Burlington Stores as Executive Vice President and Chief Financial Officer in August 2022 implies a focus on strengthening the company's financial leadership and potentially refining its financial strategy. Her expertise is expected to contribute to managing the company's robust financial performance, including its significant net sales and consistent profitability, ensuring sustained growth and fiscal transparency.
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