Boot Barn Q2 net sales increase 18.7 percent to 505.4 million dollars

Boot Barn Holdings, Inc. delivered a strong second fiscal quarter ended September 27, 2025, with net sales increasing 18.7 percent over the prior year to 505.4 million dollars. The company achieved a high single-digit consolidated same store sales growth of 8.4 percent, which included a 14.4 percent increase in e-commerce same store sales.

Strong execution and strategic initiatives drove a 41 percent improvement in operating income and a 180 basis-point increase in operating margin to 11.2 percent, leading to net income of 42.2 million dollars, or 1.37 dollars per diluted share, up significantly from 95 cents per diluted share in the prior-year period.

CEO John Hazen commented that the results "demonstrate the continued resilience and broad appeal of our brand" and announced a significantly expanded strategic vision, noting an updated market analysis estimates the Total Addressable Market (TAM) at approximately 58 billion dollars and raising the potential total store count to 1,200 stores across the United States, more than double the current footprint of 489 stores.

The company also provided an updated fiscal year 2026 outlook, now expecting total sales between 2.197 billion dollars and 2.235 billion dollars and diluted earnings per share between 6.75 dollars and 7.15 dollars. Boot Barn plans to open 70 new stores during the next fiscal year.